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← ANCHORUM HEALTHCARE PARTNERSHIPS

Form 990 for tax year 2023

Filed by ANCHORUM HEALTHCARE PARTNERSHIPS.

Totals

Total revenue
$370,381,027
Total expenses
$498,333,951
Contributions and grants received
$0
Grants paid
$491,202,569
Program service revenue
$365,224,453
Investment income
$5,156,574
Other revenue
$0
Total assets, end of year
$426,182,307
Total liabilities, end of year
$435,203,833
Net assets or fund balances, end of year
-$9,021,526
Program services expenses (Part IX)
$496,792,253
Management and general expenses
$1,541,698
Fundraising expenses
$0
Program service expenses (Part III)
$496,792,253

Program services were 99.7% 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.

  • 2a · Program service revenue: MEMBERSHIP REORGANIZAT

    total $357,710,590 · related or exempt $357,710,590

  • 2b · Program service revenue: RODEO PARK

    total $2,237,028 · related or exempt $2,237,028

  • 2c · Program service revenue: COMMON AREA MAINTENANC

    total $1,989,349 · related or exempt $1,989,349

  • 2d · Program service revenue: PHYSICIANS PLAZA MEDIC

    total $1,518,941 · related or exempt $1,518,941

  • 2e · Program service revenue: PLAZA ENTRADA

    total $1,290,019 · related or exempt $1,290,019

  • 2f · All other program service revenue

    total $478,526 · related or exempt $478,526

  • 3 · Investment income

    total $1,826,836 · related or exempt $1,826,836

  • 7a · Gross sales of assets other than inventory

    securities $18,789,256

  • 7b · Less cost or other basis and sales expenses

    securities $15,459,518

  • 7c · Gain or loss

    securities $3,329,738

  • 7d · Net gain or loss

    total $3,329,738 · related or exempt $3,329,738

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $491,202,569 · program services $491,202,569

  • 5 · Compensation of officers, directors and key employees

    total $224,024 · program services $129,121 · management and general $94,903

  • 7 · Other salaries and wages

    total $596,603 · program services $346,030 · management and general $250,573

  • 8 · Pension plan contributions

    total $24,327 · program services $14,110 · management and general $10,217

  • 9 · Other employee benefits

    total $58,411 · program services $33,878 · management and general $24,533

  • 10 · Payroll taxes

    total $62,948 · program services $37,139 · management and general $25,809

  • 11a · Fees: management

    total $149,998 · program services $149,998

  • 11b · Fees: legal

    total $237,604 · management and general $237,604

  • 11c · Fees: accounting

    total $92,286 · management and general $92,286

  • 11f · Fees: investment management

    total $273,584 · management and general $273,584

  • 11g · Fees: other

    total $636,767 · program services $551,715 · management and general $85,052

  • 12 · Advertising and promotion

    total $104,604 · program services $95,000 · management and general $9,604

  • 13 · Office expenses

    total $25,668 · management and general $25,668

  • 14 · Information technology

    total $43,424 · program services $25,620 · management and general $17,804

  • 16 · Occupancy

    total $1,914,913 · program services $1,793,552 · management and general $121,361

  • 17 · Travel

    total $44,402 · management and general $44,402

  • 19 · Conferences, conventions and meetings

    total $3,294 · management and general $3,294

  • 20 · Interest

    total $717,815 · program services $717,815

  • 22 · Depreciation, depletion and amortization

    total $1,791,539 · program services $1,678,854 · management and general $112,685

  • 23 · Insurance

    total $37,041 · management and general $37,041

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $24,371 · management and general $24,371

  • 24b · Other expenses: ERD EXPENSES

    total $16,852 · program services $16,852

  • 24e · All other expenses

    total $50,907 · management and general $50,907

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $688,895 · end of year $3,816,168

  • 2 · Savings and temporary cash investments

    beginning of year $912,455 · end of year $846,710

  • 4 · Accounts receivable

    beginning of year $1,029,734 · end of year $1,056,922

  • 7 · Other notes and loans receivable

    beginning of year $11,904,736 · end of year $328,565,154

  • 9 · Prepaid expenses and deferred charges

    beginning of year $89,108 · end of year $11,705

  • 10a · Land, buildings and equipment: cost or other basis

    $50,038,415

  • 10b · Land, buildings and equipment: accumulated depreciation

    $14,035,232

  • 10c · Land, buildings and equipment, net

    beginning of year $36,879,682 · end of year $36,003,183

  • 11 · Investments: publicly traded securities

    beginning of year $42,917,489 · end of year $25,541,686

  • 12 · Investments: other securities

    beginning of year $48,783,590 · end of year $29,465,957

  • 14 · Intangible assets

    beginning of year $3,303 · end of year $2,663

  • 15 · Other assets

    beginning of year $443,623 · end of year $872,159

  • 17 · Accounts payable and accrued expenses

    beginning of year $935,984 · end of year $677,906

  • 18 · Grants payable

    end of year $403,163,306

  • 19 · Deferred revenue

    beginning of year $3,876,499 · end of year $2,558,014

  • 23 · Secured mortgages and notes payable

    beginning of year $17,757,418 · end of year $16,248,181

  • 25 · Other liabilities

    beginning of year $18,658 · end of year $12,556,426

  • 27 · Net assets without donor restrictions

    beginning of year $121,064,056 · end of year -$9,021,526

Mission and programs · 2023

Mission

ANCHORUM ST. VINCENT, A SUPPORTING ORGANIZATION TO ANCHORUM HEALTH FOUNDATION, EXISTS TO PROVIDE FINANCIAL AND STRATEGIC SUPPORT TO ENSURE RESIDENTS OF NORTHERN NEW MEXICO HAVE ACCESS TO QUALITY HEALTH CARE AND WELLNESS SERVICES. ANCHORUM ST. VINCENT INVESTS IN OTHER LOCAL NONPROFIT PROGRAMS THAT BENEFIT THE HEALTH AND WELLNESS OF OUR COMMUNITY.

  • ANCHORUM ST. VINCENT PROVIDED DIRECT GRANTS TO ORGANIZATIONS IN SANTA FE AND NORTHERN NEW MEXICO. ANCHORUM ST. VINCENT MADE GRANTS TO THESE SCHOOLS AND NONPROFITS BASED ON A WRITTEN GRANT APPLICATION WHERE ORGANIZATIONS DEMONSTRATED PROGRAM NEEDS AND COMMUNITY BENEFITS IN FOUR MAJOR AREAS: EDUCATIONAL ATTAINMENT, ADULT BEHAVIORAL HEALTH, HOUSING (HOMELESSNESS), AND SENIOR HEALTH AND WELLNESS. THESE GRANTS INCLUDED THOSE MADE IN SUPPORT OF THE COMMUNITY HEALTH FUNDER ALLIANCE (CHFA), WHICH IS A FUNDER COLLABORATIVE FOCUSED ON IMPROVING HEALTH OUTCOMES AND PROMOTING HEALTH EQUITY IN SANTA FE AND NORTHERN NEW MEXICO. THE OTHER MEMBERS OF CHFA ARE CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER AND THE SANTA FE COMMUNITY FOUNDATION. ANCHORUM ST. VINCENT'S GRANTING PROCESS FOCUSES ON THESE AREAS OF COMMUNITY HEALTH NEEDS TO SUPPORT VITAL COMMUNITY HEALTH RESOURCES AND PROVIDE ONGOING COMMUNITY SUPPORT.

    Expenses $3,810,086 · Grants $3,580,000

  • ANCHORUM ST. VINCENT OWNS AND MANAGES THREE MEDICAL OFFICE BUILDINGS AND TWO PROGRAM RELATED OFFICE BUILDINGS FOR THE BENEFIT OF CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER, A NONPROFIT COMMUNITY HOSPITAL. CHRISTUS ST. VINCENT SERVES THE COMMUNITY OF SANTA FE AS WELL AS MUCH OF NORTHERN NEW MEXICO. PHYSICIAN'S PLAZA HAS SEVERAL KEY CLINICAL SPECIALTIES AND LAB SERVICES AND IS LOCATED ON THE CAMPUS OF CHRISTUS ST VINCENT. PLAZA ENTRADA HOUSES THE PREMIER CANCER TREATMENT CENTER FOR NORTHERN NEW MEXICO AND AN X-RAY LAB LOCATED OFF CAMPUS FROM THE HOSPITAL. RODEO PARK HOUSES ORTHOPAEDIC, PHYSICAL THERAPY, AND SPORTS MEDICINE CLINICS. THE TWO PROGRAM OFFICE BUILDINGS ARE DEDICATED TO SUPPORTING THE CHRISTUS ST. VINCENT HUMAN RESOURCES FUNCTION AND THE ADMINISTRATIVE OFFICES OF ANCHORUM ST. VINCENT.

    Expenses $4,401,705 · Revenue $7,513,863

  • ANCHORUM ST. VINCENT UPDATED ITS BYLAWS TO CHANGE ITS SUPPORTED ORGANIZATION FROM CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER TO ANCHORUM HEALTH FOUNDATION, WHICH IS NOW ITS PARENT ORGANIZATION. ANCHORUM HEALTH FOUNDATION IS DEDICATED TO IMPROVING THE CONDITIONS THAT HAVE THE GREATEST INFLUENCE ON THE HEALTH OF COMMUNITIES AND PEOPLE IN THE NORTHERN NEW MEXICO REGION. ANCHORUM ST. VINCENT MADE SIGNIFICANT PLEDGES OF INVESTMENTS AND OTHER ASSETS TO ANCHORUM HEALTH FOUNDATION DURING THIS FISCAL YEAR, AS WELL AS PROVIDED CASH SUPPORT.

    Expenses $487,622,569 · Grants $487,622,569 · Revenue $357,710,590

  • ADMINISTRATIVE FUNCTIONS, INVESTMENT MANAGEMENT, AND OTHER ORGANIZATIONAL SUPPORT.

    Expenses $957,893 · Revenue $5,156,574

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Charles Goodman

    CHAIR (THRU 8/31/2023)

    Total calculated
    $0
    Hours/week
    5

  • Daya Singh Khalsa

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Jerry Jones CPA

    PRESIDENT AND CEO

    Total calculated
    $523,086
    From this org
    $313,704
    From related orgs
    $130,693
    Other
    $78,689
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $288,704 + $130,693 related
    Bonus
    $25,000
    Other
    $0
    Deferred
    $13,375 + $26,125 related
    Nontaxable benefits
    $29,486 + $9,703 related
    Filer's total
    $356,565 + $166,521 related

  • Mark Puczynski MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Sayuri Yamada

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • Wendy Trevisani

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • Jennifer Crysler Corp Treas CPA

    CHIEF FINANCIAL OFFICER

    Total calculated
    $317,301
    From this org
    $149,347
    From related orgs
    $125,272
    Other
    $42,682
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $134,347 + $75,272 related
    Bonus
    $15,000 + $50,000 related
    Other
    $0
    Deferred
    $7,521 + $22,414 related
    Nontaxable benefits
    $9,580 + $3,167 related
    Filer's total
    $166,448 + $150,853 related

  • Lisa Estrada

    EXECUTIVE ASSISTANT (THRU 10/13/23)

    Total calculated
    $195,969
    From this org
    $173,490
    From related orgs
    $0
    Other
    $22,479
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $85,423
    Bonus
    $0
    Other
    $88,067
    Deferred
    $3,750
    Nontaxable benefits
    $18,729
    Filer's total
    $195,969

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

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
LISA ESTRADA RECEIVED A SEVERANCE PAYMENT OF $88,067.
PART I, LINE 7
THE EXECUTIVE TEAM AT ANCHORUM ST. VINCENT, AS PART OF THEIR COMPENSATION PACKAGE, ARE ENTITLED TO EARN AND RECEIVE DISCRETIONARY, INCENTIVE BONUSES FOR MEETING ANNUAL ORGANIZATIONAL AND TEAM GOALS. GOALS FOR THE EXECUTIVE STAFF ARE MEMORIALIZED, MONITORED, AND EVALUATED ANNUALLY BY THE BOARD OF DIRECTORS, AND THE DISCRETIONARY BONUS AWARDS, IF ANY, ARE APPROVED BY THE BOARD OF DIRECTORS. ADDITIONALLY, SEVERAL SENIOR MEMBERS OF THE EXECUTIVE TEAM ARE ENTITLED TO A NONQUALIFIED RETENTION PAYMENT, WHICH IS ACCRUED ANNUALLY AND WILL BE PAID IN THE FUTURE SHOULD THE EMPLOYEE COMPLETE THE CONTRACT TERM.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SUPPORTCO PROPERTIES LLC

    MEDICAL OFFICE BUILDING · NM · income $2,396,426 · assets $9,862,114

    Directly controlled by ANCHORUM ST VINCENT

  • RODEO PARK MOB LLC

    MEDICAL OFFICE BUILDING · NM · income $2,342,737 · assets $9,477,985

    Directly controlled by ANCHORUM ST VINCENT

  • 1672 HD LLC

    ADMINISTRATIVE OFFICE BUILDING · NM · income $201,747 · assets $1,410,105

    Directly controlled by ANCHORUM ST VINCENT

  • 1676 HD LLC

    ADMINISTRATIVE OFFICE BUILDING · NM · income $199,085 · assets $1,240,148

    Directly controlled by ANCHORUM ST VINCENT

  • PLAZA ENTRADA HOLDINGS LLC

    MEDICAL OFFICE BUILDING · NM · income $2,231,000 · assets $9,647,409

    Directly controlled by ANCHORUM ST VINCENT

  • LLI PROPERTIES LLC

    PARTICIPANT IN LLLP - AFFORDABLE HOUSING · NM · income $0 · assets $1,000

    Directly controlled by ANCHORUM ST VINCENT

  • ANCHORUM LLPSPE LLC

    PARTICIPANT IN LLC - AFFORDABLE HOUSING · NM · income $0 · assets $0

    Directly controlled by ANCHORUM ST VINCENT

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • BELLA LUZ APARTMENTS 2022 LLLP

    RELATED · AFFORDABLE HOUSING · NM · 99.99% owned · share of income $1,428,908 · share of assets $3,326,526

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2023
Filed
2 May 2025
IRS schema version
2023v6.0
Source object
202501329349303145

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