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Nonprofiteer
← SACRAMENTO MOUNTAINS FOUNDATION INC

Form 990 for tax year 2023

Filed by SACRAMENTO MOUNTAINS FOUNDATION INC.

Totals

Total revenue
$246,661,060
Total expenses
$2,097,939
Contributions and grants received
$240,183,958
Grants paid
$1,506,783
Program service revenue
$0
Investment income
$6,477,102
Other revenue
$0
Total assets, end of year
$244,704,857
Total liabilities, end of year
$141,736
Net assets or fund balances, end of year
$244,563,121
Program services expenses (Part IX)
$2,097,939
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$2,097,939

Program services were 100.0% 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.

  • 1f · All other contributions, gifts and grants

    $240,183,958

  • 3 · Investment income

    total $6,477,102 · excluded $6,477,102

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,506,783 · program services $1,506,783

  • 5 · Compensation of officers, directors and key employees

    total $176,947 · program services $176,947

  • 10 · Payroll taxes

    total $14,236 · program services $14,236

  • 11b · Fees: legal

    total $68,916 · program services $68,916

  • 11c · Fees: accounting

    total $33,080 · program services $33,080

  • 11f · Fees: investment management

    total $120,600 · program services $120,600

  • 11g · Fees: other

    total $137,044 · program services $137,044

  • 12 · Advertising and promotion

    total $4,854 · program services $4,854

  • 13 · Office expenses

    total $5,089 · program services $5,089

  • 14 · Information technology

    total $1,584 · program services $1,584

  • 17 · Travel

    total $2,468 · program services $2,468

  • 20 · Interest

    total $7 · program services $7

  • 23 · Insurance

    total $4,043 · program services $4,043

  • 24a · Other expenses: Other

    total $10,792 · program services $10,792

  • 24b · Other expenses: Training

    total $8,795 · program services $8,795

  • 24c · Other expenses: Meals

    total $2,261 · program services $2,261

  • 24d · Other expenses: Bank Charges

    total $418 · program services $418

  • 24e · All other expenses

    total $22 · program services $22

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $2,470,085

  • 2 · Savings and temporary cash investments

    end of year $242,088,351

  • 4 · Accounts receivable

    end of year $550

  • 9 · Prepaid expenses and deferred charges

    end of year $145,871

  • 17 · Accounts payable and accrued expenses

    end of year $141,736

  • 27 · Net assets without donor restrictions

    end of year $244,563,121

Mission and programs · 2023

Mission

The Sacramento Mountains Foundation is dedicated to enhancing the well-being and quality of life for the residents of Otero County. Our mission is rooted in forging strong, strategic partnerships with local nonprofits. By consistently identifying and addressing the evolving assets and opportunities in our community, by expanding the capacity of our local institutions and nonprofit partners, and by working together with our neighbors, we commit to nurturing a healthier, more vibrant Otero County for all.

Activities or mission (Part I)

To improve the quality of life of the residents of Otero County, whether it be health-related, recreational, educational, or some other identified need.

  • To improve the quality of life of the residents of Otero County

    Expenses $2,097,939

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

Listed in Part VII

  • John D Wheeler

    Executive Director

    Total calculated
    $124,196
    From this org
    $124,196
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,196 + $124,196 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $124,196 + $124,196 related

  • Mary Ann Mayton

    Chief of Operation

    Total calculated
    $52,756
    From this org
    $52,756
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Norm Arnold

    Chairman of the Board

    Total calculated
    $29,167
    From this org
    $29,167
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Rex Wilson

    Vice Chairman of the Board

    Total calculated
    $21,000
    From this org
    $21,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • William Mayton

    Secretary/Treasurer

    Total calculated
    $21,000
    From this org
    $21,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Julie Grinder

    Board Member

    Total calculated
    $14,000
    From this org
    $14,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Kathy Fuller

    Board Member

    Total calculated
    $14,000
    From this org
    $14,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Robert Martinez

    Board Member

    Total calculated
    $14,000
    From this org
    $14,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Andrew Lancaster

    Board Member

    Total calculated
    $14,000
    From this org
    $14,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Polly Hickman

    Board Member

    Total calculated
    $14,000
    From this org
    $14,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

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 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 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

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

Provenance

Return type
form_990
Tax year
2023
Filed
20 November 2024
IRS schema version
2023v5.1
Source object
202433269349300108

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