Totals
- Total revenue
- -$2,272,019
- Total expenses
- $56,556
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- -$2,272,019
- Other revenue
- $0
- Total assets, end of year
- $159,299,372
- Total liabilities, end of year
- $5,586
- Net assets or fund balances, end of year
- $159,293,786
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $56,556
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $0
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total -$2,272,019 · excluded -$2,272,019
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
11g · Fees: other
total $0 · program services $0 · management and general $0 · fundraising $0
-
24a · Other expenses: PROPERTY TAXES
total $56,556 · management and general $56,556
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$4,231,646
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $4,231,646 · end of year $4,231,646
-
12 · Investments: other securities
beginning of year $132,578,084 · end of year $130,306,066
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $24,818,217 · end of year $24,761,660
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $5,586 · end of year $5,586
-
27 · Net assets without donor restrictions
beginning of year $161,622,361 · end of year $159,293,786
Mission and programs · 2024
Mission
SUPPORT OF PRESBYTERIAN HEALTHCARE SERVICES (PHS), A RELATED NON-PROFIT HEALTHCARE SYSTEM SERVING COMMUNITIES THROUGHOUT NEW MEXICO AND INVESTMENT OF RESOURCES FOR USE IN PHS' CHARITABLE MISSION.
Activities or mission (Part I)
SUPPORT OF PRESBYTERIAN HEALTHCARE SERVICES, A RELATED NON-PROFIT HEALTHCARE SYSTEM SERVING COMMUNITIES THROUGHOUT NEW MEXICO.
-
SEE SCHEDULE O FOR A DESCRIPTION OF ACCOMPLISHMENTS.
As filed on the 2024 return.
Listed in Part VII
-
Dale MaxwellDALE MAXWELL
CEO / DIRECTOR [Term: 10/24]
- Total calculated
- $4,407,510
- From this org
- $0
- From related orgs
- $4,006,207
- Other
- $401,303
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $1,564,266 related
- Bonus
- $0 + $1,579,384 related
- Other
- $0 + $862,557 related
- Deferred
- $0 + $385,182 related
- Nontaxable benefits
- $0 + $16,121 related
- Filer's total
- $0 + $4,407,510 related
-
Rishi Sikka MDRISHI SIKKA MD
PRESIDENT / DIRECTOR
- Total calculated
- $601,204
- From this org
- $0
- From related orgs
- $595,598
- Other
- $5,606
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $344,329 related
- Bonus
- $0 + $250,000 related
- Other
- $0 + $1,269 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $5,606 related
- Filer's total
- $0 + $601,204 related
-
Angela Gallegas-Macias MDANGELA GALLEGAS-MACIAS MD
DIRECTOR
- Total calculated
- $486,310
- From this org
- $0
- From related orgs
- $425,310
- Other
- $61,000
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $357,903 related
- Bonus
- $0 + $60,029 related
- Other
- $0 + $7,378 related
- Deferred
- $0 + $24,150 related
- Nontaxable benefits
- $0 + $36,850 related
- Filer's total
- $0 + $486,310 related
-
Barbara Balik RN EdDBARBARA BALIK RN EDD
DIRECTOR
- Total calculated
- $10,000
- From this org
- $0
- From related orgs
- $10,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Cynthia SchultzCYNTHIA SCHULTZ
DIRECTOR
- Total calculated
- $7,000
- From this org
- $0
- From related orgs
- $7,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Elisabeth EdenELISABETH EDEN
DIRECTOR
- Total calculated
- $6,000
- From this org
- $0
- From related orgs
- $6,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Gayle Dine'Chacon MDGAYLE DINE'CHACON MD
DIRECTOR [TERM: 12/24]
- Total calculated
- $6,000
- From this org
- $0
- From related orgs
- $6,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Kirby JeffersonKIRBY JEFFERSON
DIRECTOR
- Total calculated
- $6,000
- From this org
- $0
- From related orgs
- $6,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Lee Sacks MDLEE SACKS MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Leslie HoffmanLESLIE HOFFMAN
DIRECTOR
- Total calculated
- $6,000
- From this org
- $0
- From related orgs
- $6,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Marjorie Bessel MDMARJORIE BESSEL MD
DIRECTOR
- Total calculated
- $6,000
- From this org
- $0
- From related orgs
- $6,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Norman BeckerNORMAN BECKER
DIRECTOR
- Total calculated
- $10,000
- From this org
- $0
- From related orgs
- $10,000
- Other
- $0
- Hours/week
- 1 + 3 related
-
Teresa KlineTERESA KLINE
DIRECTOR
- Total calculated
- $7,000
- From this org
- $0
- From related orgs
- $7,000
- Other
- $0
- Hours/week
- 1 + 1 related
-
Thomas BrionesTHOMAS BRIONES
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Thomas WiseTHOMAS WISE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
James NobleJAMES NOBLE
TREASURER
- Total calculated
- $2,321,754
- From this org
- $0
- From related orgs
- $2,171,622
- Other
- $150,132
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $1,002,720 related
- Bonus
- $0 + $699,196 related
- Other
- $0 + $469,706 related
- Deferred
- $0 + $114,527 related
- Nontaxable benefits
- $0 + $35,605 related
- Filer's total
- $0 + $2,321,754 related
-
Lauren M CatesLAUREN M CATES
PRESIDENT - SHF
- Total calculated
- $1,445,843
- From this org
- $0
- From related orgs
- $1,308,015
- Other
- $137,828
- Hours/week
- 1 + 42 related
Schedule J breakdown matched by us
- Base
- $0 + $901,733 related
- Bonus
- $0 + $402,878 related
- Other
- $0 + $3,404 related
- Deferred
- $0 + $112,364 related
- Nontaxable benefits
- $0 + $25,464 related
- Filer's total
- $0 + $1,445,843 related
-
Ryan BurtRYAN BURT
SECRETARY
- Total calculated
- $1,884,621
- From this org
- $0
- From related orgs
- $1,772,034
- Other
- $112,587
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $705,885 related
- Bonus
- $0 + $454,886 related
- Other
- $0 + $611,263 related
- Deferred
- $0 + $85,751 related
- Nontaxable benefits
- $0 + $26,836 related
- Filer's total
- $0 + $1,884,621 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 3
- SOUTHWEST HEALTH FOUNDATION (SHF), THE REPORTING ORGANIZATION, DOES NOT HAVE A CEO OR EXECUTIVE DIRECTOR; THEREFORE NONE OF THESE ITEMS APPLY. ADDITIONALLY, NONE OF THE OFFICERS OF SHF ARE COMPENSATED BY SHF.
- Schedule J, Part II, Column (C) DEFERRED COMPENSATION
- DALE MAXWELL WAS A PARTICIPANT IN A RETENTION AGREEMENT WITH A RELATED ENTITY. IN 2024, $380,004 WAS DEFERRED UNDER THIS AGREEMENT FOR MR. MAXWELL. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION. ALSO, IN 2024, MR. MAXWELL RECEIVED A VESTED PAYMENT FROM THE RETENTION PLAN OF $378,195. THIS AMOUNT IS REPORTED IN CURRENT COMPENSATION, AS REQUIRED, AND IS ALSO INCLUDED IN COLUMN F OF SCHEDULE J. RYAN BURT IS A PARTICIPANT IN A RETENTION AGREEMENT WITH A RELATED ENTITY. IN 2024, $68,501 WAS DEFERRED UNDER THIS AGREEMENT FOR MR. BURT. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION. ALSO, IN 2024, MR. BURT RECEIVED A VESTED PAYMENT FROM THE RETENTION PLAN OF $56,345. THIS AMOUNT IS REPORTED IN CURRENT COMPENSATION, AS REQUIRED, AND IS ALSO INCLUDED IN COLUMN F OF SCHEDULE J. JAMES NOBLE WAS A PARTICIPANT IN A RETENTION AGREEMENT WITH A RELATED ENTITY. IN 2024, $99,002 WAS DEFERRED UNDER THIS AGREEMENT FOR MR. NOBLE. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION. ALSO, IN 2024, MR. NOBLE RECEIVED A VESTED PAYMENT FROM THE RETENTION PLAN OF $71,603. THIS AMOUNT IS REPORTED IN CURRENT COMPENSATION, AS REQUIRED, AND IS ALSO INCLUDED IN COLUMN F OF SCHEDULE J. LAUREN M CATES IS A PARTICIPANT IN A RETENTION AGREEMENT WITH A RELATED ORGANIZATION. IN 2024, $88,001 WAS DEFERRED UNDER THIS AGREEMENT FOR MS. CATES. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
PRESBYTERIAN HEALTHCARE SERVICES
501(c)(3) · HEALTHCARE · NM
Directly controlled by NA
-
PRESBYTERIAN HEALTHCARE FOUNDATION
501(c)(3) · RAISE FUNDS · NM · controlled entity
Directly controlled by PHS
-
501(c)(2) · HOLDING CO. · NM · controlled entity
Directly controlled by PHS
-
BERNALILLO COUNTY HEALTH CARE CORP
501(c)(3) · AMBULANCE SVC · NM · controlled entity
Directly controlled by PHS
-
501(c)(3) · ADMIN SERVICES · DE
Directly controlled by NA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
FLUENT HEALTH LLC
Unrelated · MANAGEMENT SERVICE ORGANIZATION · DE · share of income $0 · share of assets $0
Directly controlled by PNI & SUBS
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
PRESBYTERIAN NETWORK INC AND SUBS
C Corporation · HMO, INS, TPA · NM · 100% owned · share of income $0 · share of assets $0 · controlled entity
Directly controlled by SHF
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 15 November 2025
- IRS schema version
- 2024v5.1
- Source object
- 202523199349302812
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