2024-02-26T14:27:43-06:00 2023-06-30 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2022-07-01 873194433 ANCHORUM HEALTH FOUNDATION ANCH 5059839792 PO BOX 4427 SANTA FE NM 875024427 JENNIFER CRYSLER CFO/CORPORATE TREASURER 5059839792 2024-02-22 1 JENNIFER CRYSLER 999009999 1 STEVEN TALBOT P01695427 5058787200 2024-02-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JERRY JONES PO BOX 4427 SANTA FE NM 875024427 635286 0 X ANCHORUM.ORG X 2021 NM TO EXPAND HEALTHCARE ACCESS AND IMPROVE HEALTH OUTCOMES IN NEW MEXICO. 3 2 0 2 0 0 0 635000 0 0 0 286 0 0 0 635286 0 0 0 0 0 0 0 0 0 0 565514 0 565514 0 69772 43247 106354 29219 22554 14028 83800 TO EXPAND HEALTHCARE ACCESS AND IMPROVE HEALTH OUTCOMES IN NEW MEXICO. 0 0 180733 ANCHORUM HEALTH FOUNDATION PROVIDES GRANT FUNDING TO NONPROFITS ACROSS THE REGION WORKING TO PROMOTE HEALTH FOR THE BENEFIT OF THE COMMUNITY. THE FOUNDATION ALSO MAKES IMPACT INVESTMENTS DESIGNED TO ALLEVIATE BARRIERS TO HEALTHCARE ACCESS FOR POPULATIONS BURDENED BY LIMITED INCOME, LACK OF RESOURCES, AND COMMUNITY CHALLENGES. THE FOUNDATION IS IN ITS START-UP PHASE, AND PLANS TO BEGIN ITS GRANTMAKING IN THE FIRST QUARTER OF 2024. 180733 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NM X X JENNIFER CRYSLER CFOCORPORATE TREASURER 5059839792 1676 HOSPITAL DRIVE SANTA FE NM 87505 SAYURI YAMADA DIRECTOR AND CHAIR 2.00 4.00 X 0 0 0 WENDY TREVISANI DIRECTOR AND VICE CHAIR 2.00 4.00 X 0 0 0 JERRY JONES DIRECTOR AND PRESIDENT 10.00 30.00 X X 0 456839 70946 JENNIFER CRYSLER CFO/CORPORATE TREASURER 10.00 30.00 X 0 153064 40424 LISA ESTRADA CORPORATE SECRETARY 2.00 38.00 X 0 79325 27356 0 689228 138726 0 0 1 0 DOBIE & ASSOCIATES 30 DANA PLACE LONG BEACH CA 90803 STRATEGIC CONSULTING 167563 MCDERMOTT WILL & EMERY LLP 2049 CENTURY PARK EAST STE 3200 LOS ANGELES CA 900673206 LEGAL SERVICES 102842 2 635000 635000 286 286 635286 0 0 286 X 100717 100717 2155 2155 412118 180733 231385 6950 6950 1838 1838 24949 24949 4774 4774 12013 12013 565514 180733 384781 0 28999 70985 14248 11500 28643 4774 0 23869 43247 106354 29219 22554 29219 22554 X 14028 83800 14028 83800 43247 106354 69772 0 X 0 1 X 1 0 X 146280 635000 781280 146280 635000 781280 765649 15631 4 286 290 781570 X PART II, SHORT YEAR EXPLANATION: THE SUPPORT TEST FOR SCHEDULE A INCLUDES A SHORT-YEAR PERIOD FOR 2021. THE SHORT YEAR WAS FROM SEPTEMBER 20, 2021, TO JUNE 30, 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28643 4774 23869 23869 X PART X, LINE 2: ANCHORUM IS A NOT-FOR-PROFIT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION IS DEEMED TO BE A PUBLIC CHARITY ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 509(A)(3). ANCHORUM FOLLOWS THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. FASB ASC 740 PROVIDES DETAILED GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS IN AN ORGANIZATION'S FINANCIAL STATEMENTS. UNCERTAIN INCOME TAX POSITIONS MUST MEET A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AT THE EFFECTIVE DATE TO BE RECOGNIZED UPON THE ADOPTION OF FASB ASC 740-10 AND IN SUBSEQUENT PERIODS. THE PROVISIONS OF FASB ASC 740 HAVE BEEN APPLIED TO ALL ANCHORUM INCOME TAX POSITIONS COMMENCING FROM THAT DATE. ANCHORUM POLICY IS TO CLASSIFY INCOME TAX PENALTIES AND INTEREST ACCORDING TO THEIR NATURAL CLASSIFICATION IN ITS CONSOLIDATED FINANCIAL STATEMENTS. DURING THE YEARS ENDED JUNE 30, 2023 AND 2022, ANCHORUM INCURRED NO INTEREST OR PENALTIES. AS OF JUNE 30, 2023, MANAGEMENT DOES NOT BELIEVE ANCHORUM HAS ANY UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, OR DISCLOSURE UNDER FASB ASC 740. 0 0 0 0 0 0 0 0 0 JERRY JONES DIRECTOR AND PRESIDENT 0 324414 0 112925 0 19500 0 34446 0 36500 0 527785 0 19500 JENNIFER CRYSLER CFO/CORPORATE TREASURER 0 152564 0 500 0 0 0 28213 0 12211 0 193488 0 0 SCHEDULE J, PART I, LINE 3 THE INDIVIDUALS LISTED ARE COMPENSATED BY ANCHORUM ST. VINCENT, A RELATED TAX-EXEMPT ORGANIZATION. ANCHORUM ST. VINCENT CHECKS THE FOLLOWING BOXES ON ITS SCHEDULE J - COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED AND APPROVED BY THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EVERY DIRECTOR AND OFFICER, IN A MANNER AND FORM TO BE PRESCRIBED BY THE CONFLICT OF INTEREST POLICY ADOPTED BY THE BOARD OF THE CORPORATION AND AMENDED FROM TIME TO TIME, SHALL BE REQUIRED, AS A CONDITION OF HIS OR HER OFFICE, TO DISCLOSE FULLY ANY CONFLICT OF INTEREST AS DEFINED IN THIS ARTICLE AND SUCH CONFLICT OF INTEREST POLICY. ANY PERSON WITH A CONFLICT OF INTEREST WILL NOT PARTICIPATE IN ANY DELIBERATION OR VOTE ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE NEW MEXICO ATTORNEY GENERAL'S WEBSITE. THE CONFLICT OF INTEREST STATEMENT IS NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G STRATEGIC CONSULTING: PROGRAM SERVICE EXPENSES 89,150. MANAGEMENT AND GENERAL EXPENSES 133,726. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 222,876. BRANDING CONSULTING: PROGRAM SERVICE EXPENSES 65,106. MANAGEMENT AND GENERAL EXPENSES 97,659. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,765. RECRUITING EXPENSE: PROGRAM SERVICE EXPENSES 26,477. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,477. ANCHORUM ST VINCENT 1676 HOSPITAL DRIVE SANTA FE NM 87505 261592592 FINANCIAL AND STRATEGIC SUPPORT NM 501(C)(3) LINE 12B, II N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0