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Nonprofiteer
← SAN LUIS VALLEY HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by SAN LUIS VALLEY HEALTH FOUNDATION.

Totals

Total revenue
$276,551
Total expenses
$59,219
Contributions and grants received
$131,009
Grants paid
$59,183
Program service revenue
$0
Investment income
$15,753
Other revenue
$129,789
Total assets, end of year
$916,478
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$916,478
Program services expenses (Part IX)
$59,183
Management and general expenses
$36
Fundraising expenses
$0
Program service expenses (Part III)
$59,183

Program services were 99.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DUANE BUSSEY

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    2
  • JEFF MOTZ

    DIRECTOR/PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • LORI LASKE

    DIRECTOR/VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2
  • AMY MCKINLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • DELZIA PAVLOVSKY-WORLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • ROSALIE MARTINEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • ROXANN SITLLER

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • RUSSELL ACHATZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • SHEILA HICKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • KELLY GURULE

    FOUNDATION DIRECTOR

    Total calculated
    $96,531
    From this org
    $0
    From related orgs
    $84,251
    Other
    $12,280
    Hours/week
    36 + 4 related
  • KONNIE MARTIN

    CEO

    Total calculated
    $579,915
    From this org
    $0
    From related orgs
    $544,424
    Other
    $35,491
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $416,824 related
    Bonus
    $0 + $126,879 related
    Other
    $0 + $721 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $18,991 related
    Filer's total
    $0 + $579,915 related
  • SHANE MORTENSEN

    CFO

    Total calculated
    $297,676
    From this org
    $0
    From related orgs
    $265,516
    Other
    $32,160
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,201 related
    Bonus
    $0 + $44,594 related
    Other
    $0 + $721 related
    Deferred
    $0 + $13,598 related
    Nontaxable benefits
    $0 + $18,562 related
    Filer's total
    $0 + $297,676 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

None.

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
21 April 2025
IRS schema version
2023v6.0
Source object
202501119349300025

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