2024-02-26T10:59:16-06:00 2023-06-30 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2022-07-01 261592592 ANCHORUM ST VINCENT ANCH 5059893336 1676 HOSPITAL DRIVE SANTA FE NM 87505 JENNY CRYSLER CHIEF FINANCIAL OFFICER 5057183050 2024-02-22 1 JENNY CRYSLER 999009999 1 STEVEN TALBOT P01695427 5058787200 2024-02-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JERRY JONES 1676 HOSPITAL DRIVE SANTA FE NM 87505 20583037 0 X WWW.ANCHORUM.ORG X 2007 NM ANCHORUM ST. VINCENT PARTNERS WITH THE INTERNATIONAL HEALTH SYSTEM, CHRISTUS HEALTH, TO PROVIDE ONGOING FINANCIAL AND STRATEGIC SUPPORT FOR CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER (CSVRMC) AND TO ENSURE RESIDENTS OF SANTA FE AND NORTHERN NEW MEXICO HAVE ACCESS TO QUALITY HEALTH CARE AND WELLNESS SERVICES. ANCHORUM ST. VINCENT DONATES AND INVESTS IN OTHER LOCAL NONPROFIT PROGRAMS THAT BENEFIT THE HEALTH AND WELLNESS OF OUR COMMUNITY. 6 5 11 5 -426846 0 0 249 6549862 6377986 6047388 3558181 0 0 12597250 9936416 3715948 4797500 0 0 2089408 1460256 0 0 0 6127563 6613783 11932919 12871539 664331 -2935123 146299099 143652615 24294286 22588559 122004813 121064056 X ANCHORUM ST. VINCENT LEVERAGES OUR MANAGEMENT EXPERTISE, FINANCIAL RESOURCES, BUSINESS ACUMEN, AND SHARED STEWARDSHIP OF CHRISTUS ST. VINCENT IN PARTNERSHIP WITH LIKE-MINDED PHILANTHROPIC ORGANIZATIONS TO ADDRESS THE SOCIAL, BEHAVIORAL, PHYSICAL ENVIRONMENT, AND HEALTHCARE DELIVERY NEEDS OF OUR PEOPLE AND COMMUNITY. 0 0 5065160 4797500 ANCHORUM ST. VINCENT PROVIDED DIRECT GRANTS AND COMPETITIVE GRANTS TO ORGANIZATIONS IN SANTA FE AND NORTHERN NEW MEXICO DURING FY22. ANCHORUM ST. VINCENT MADE IMPACT INVESTMENTS BY FUNDING THESE SCHOOLS AND NONPROFITS BASED ON A COMPETITIVE 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. ANCHORUM ST. VINCENT'S GRANTING PROCESS FOCUSES ON THESE AREAS OF COMMUNITY HEALTH NEEDS TO SUPPORT THE GOALS OF CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER BY IMPROVING COMMUNITY HEALTH RESOURCES AND PROVIDING COMMUNITY SUPPORT. 4473813 0 6377986 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 AND THE GREATER COMMUNITY OF SANTA FE AND 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 LARGEST CANCER TREATMENT CENTER IN NORTHERN NEW MEXICO AND AN X-RAY LAB LOCATED OFF CAMPUS FROM THE ACUTE FACILITY. THE RODEO PARK PAISANO BUILDING HOUSES ADMINISTRATIVE STAFF OF THE HOSPITAL AND ORTHOPAEDIC, PHYSICAL THERAPY, AND SPORTS MEDICINE CLINICS. THE TWO PROGRAM OFFICE BUILDINGS HOUSE FOUNDATION OFFICES DEDICATED TO SUPPORTING CHRISTUS ST. VINCENT AND THE LARGER COMMUNITY, AND THE ADMINISTRATIVE OFFICES OF ANCHORUM ST. VINCENT. 897188 3985027 ADMINISTRATIVE FUNCTIONS, INVESTMENT MANAGEMENT, AND OTHER ORGANIZATIONAL SUPPORT. 0 TO SUPPORT THE MISSION OF CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER (CSVRMC), ANCHORUM PARTICIPATED IN 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 CSVRMC AND SANTA FE COMMUNITY FOUNDATION. HTTPS://COMMUNITYHEALTHFUNDER.ORG/ 0 10436161 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 16 0 1 11 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 1 NM X X JENNY CRYSLER CHIEF FINANCIAL OFFI 5053955919 1676 HOSPITAL DRIVE SANTA FE NM 87505 CHARLES GOODMAN CHAIR 5.00 X X 0 0 0 DAYA SINGH KHALSA TREASURER 2.00 X X 0 0 0 MARK PUCZYNSKI MD DIRECTOR 2.00 X 0 0 0 SAYURI YAMADA DIRECTOR 4.00 2.00 X 0 0 0 WENDY TREVISANI DIRECTOR 4.00 2.00 X 0 0 0 JERRY JONES CPA PRESIDENT AND CEO 30.00 10.00 X X 456839 0 70946 JENNIFER CRYSLER CORP TREAS CHIEF FINANCIAL OFFICER 30.00 10.00 X 153064 0 40424 JOOHEE RAND VP PHILANTHROPY (THROUGH 6/2/22) 40.00 X 121325 0 7701 PETER BASTONE FORMER PRESIDENT AND CEO 0.00 X 639000 0 0 1370228 0 119071 6 1 1 0 MCDERMOTT WILL & EMERY LLP PO BOX 1675 CAROL STREAM IL 601321675 LEGAL SERVICES 427466 BRANDING BUSINESS LLC 1 WRIGLY IRVINE CA 92618 MARKETING AND BRANDING 193478 MEKETA INVESTMENT GROUP 5796 ARMADA DRIVE SUITE 110 CARLSBAD CA 92008 INVESTMENT MANAGEMENT 151531 COLLIERS INTERNATIONAL 5051 JOURNAL CENTER BLVD NE SUITE ALBUQUERQUE NM 87109 PROPERTY MANAGEMENT 150258 DOBIE ASSOCIATES INC 30 DANA PLACE LONG BEACH CA 90803 STRATEGIC CONSULTING 103226 5 249 249 COMMON AREA MAINTENANC 531390 1794643 1794643 RODEO PARK 531390 1689983 1689983 PHYSICIANS PLAZA MEDIC 531190 1542728 1542728 PLAZA ENTRADA 531190 1221527 1221527 1672 HD 531390 129105 129105 6377986 1700956 2127802 -426846 12503846 10646621 1857225 1857225 1857225 9936416 10363013 -426846 0 4797500 4797500 633186 405760 227426 618419 403975 214444 40357 26363 13994 89248 61173 28075 79046 51636 27410 150172 150172 764651 764651 86396 86396 298697 298697 467003 329335 137668 86038 55943 30095 29470 29470 96118 62145 33973 2717093 2477656 239437 61547 61547 1717751 1614503 103248 37622 37622 DUES AND SUBSCRIPTIONS 38058 38058 63167 63167 12871539 10436161 2435378 0 617949 688895 1793577 912455 1144513 1029734 11983240 11904736 148162 89108 49256673 12376991 34650419 36879682 46490105 42917489 49305918 48783590 3996 3303 161220 443623 146299099 143652615 627037 935984 9191 3876499 23639400 17757418 18658 18658 24294286 22588559 X 122004813 121064056 122004813 121064056 146299099 143652615 -2935123 1994366 0 X 0 1 X 1 0 X X X 1 CHRISTUS ST VINCENT REGIONAL MEDICAL CENTER 850106941 3 1 0 4162500 1 0 4162500 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C, LINE 1: TO BE "SUPERVISED OR CONTROLLED IN CONNECTION WITH" ITS SUPPORTING ORGANIZATION, THE CONTROL OR MANAGEMENT OF ANCHORUM ST. VINCENT MUST BE VESTED IN THE SAME PERSONS THAT CONTROL OR MANAGE ITS PUBLICLY SUPPORTED ORGANIZATION, CSVRMC. TREAS. REG. 1.509(A)-4(H)(L). AS DISCUSSED BELOW, ANCHORUM ST. VINCENT IS SUPERVISED IN CONNECTION WITH CSVRMC BECAUSE A MAJORITY OF ANCHORUM ST. VINCENT DIRECTORS ARE ALSO INDIVIDUALS WHO COMPRISE ONE OF THE TWO EQUAL VOTING CLASSES OF THE CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER BOARD OF DIRECTORS. IT IS THUS A TYPE II SUPPORTING ORGANIZATION UNDER CODE SECTION 509(A)(3). ANCHORUM ST. VINCENT SERVES AS ONE OF TWO CORPORATE MEMBERS OF THE ST. VINCENT HOSPITAL BOARD. THE OTHER CORPORATE MEMBER IS CHRISTUS, A TEXAS NONPROFIT CORPORATION RECOGNIZED AS EXEMPT FROM FEDERAL TAX UNDER SECTION 501(C)(3) PURSUANT TO GROUP RULING 0928 ISSUED TO THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS BY VIRTUE OF ITS LISTING IN THE OFFICIAL CATHOLIC DIRECTORY. THE HOSPITAL BOARD IS THUS DIVIDED IN TWO CLASSES, EACH CONSISTING OF AN EQUAL NUMBER OF DIRECTORS: ANCHORUM ST. VINCENT CLASS AND THE CHRISTUS CLASS. ANCHORUM ST. VINCENT CLASS OF THE HOSPITAL BOARD IS MADE UP OF INDIVIDUALS WHO RESIDE IN THE LOCAL COMMUNITY. ANCHORUM ST. VINCENT CLASS APPOINTS ITS OWN SUCCESSORS. THE CHRISTUS CLASS IS APPOINTED BY CHRISTUS. THE ST. VINCENT HOSPITAL BYLAWS SPECIFY, AS ONE OF THE QUALIFICATIONS AN INDIVIDUAL MUST HAVE TO SERVE IN EITHER CLASS OF THE HOSPITAL BOARD, A WILLINGNESS TO COMMIT HIMSELF OR HERSELF TO COMMUNITY HEALTH AND WELFARE AND TO DEVOTE THE NECESSARY TIME TO HELPING ST. VINCENT HOSPITAL MEET ITS RESPONSIBILITIES TO ITS PATIENTS AND ITS COMMUNITY. IN ADDITION, THE ST VINCENT HOSPITAL BYLAWS SPECIFICALLY PROVIDE THAT NO MORE THAN ONE-THIRD OF THE MEMBERS OF THE HOSPITAL BOARD MEMBERS APPOINTED BY CHRISTUS MAY BE COMPRISED OF EMPLOYEES OF CHRISTUS OR ANY OF ITS AFFILIATES. FINALLY, THE ACT OF A MAJORITY OF THE DIRECTORS IN EACH CLASS OF DIRECTORS, PRESENT IN PERSON AT A MEETING AT WHICH THERE IS A QUORUM, IS REQUIRED FOR THE HOSPITAL BOARD TO TAKE ACTION. ANCHORUM ST. VINCENT'S BYLAWS REQUIRE THAT A MAJORITY OF ANCHORUM ST. VINCENT'S BOARD OF DIRECTORS SHALL CONSIST AT ALL TIMES OF THE INDIVIDUALS WHO COMPRISE ANCHORUM ST. VINCENT CLASS OF THE HOSPITAL BOARD. THESE INDIVIDUALS THUS SERVE AS EX-OFFICIO MEMBERS OF THE ANCHORUM ST. VINCENT BOARD WITH THE RIGHT TO VOTE ON ALL MATTERS THAT COME BEFORE THE ANCHORUM ST. VINCENT BOARD. AS EX-OFFICIO BOARD MEMBERS, THEY HOLD OFFICE UNTIL THEY CEASE TO BE MEMBERS OF THE ANCHORUM ST. VINCENT CLASS OF THE HOSPITAL BOARD. THE SAME INDIVIDUALS FROM THE HOSPITAL BOARD WHO SERVE AS EX-OFFICIO MEMBERS OF THE ANCHORUM ST. VINCENT BOARD ARE ALSO IN A POSITION TO ASSURE THE RESPONSIVENESS OF ANCHORUM ST. VINCENT TO THE MISSION AND CHARITABLE PURPOSE OF ST. VINCENT HOSPITAL WHEN ANCHORUM ST. VINCENT IS ACTING AS ONE OF THE TWO MEMBERS OF ST. VINCENT HOSPITAL. SPECIFICALLY, THESE INDIVIDUALS ARE EMPOWERED TO ACT ON BEHALF OF ANCHORUM ST. VINCENT AS A MEMBER OF ST. VINCENT HOSPITAL ON MATTERS THAT ARE RESERVED FOR ACTION BY THE TWO MEMBERS OF ST. VINCENT HOSPITAL. THESE MATTERS INCLUDE, AMONG OTHERS, APPROVAL OF AMENDMENTS TO THE ST. VINCENT HOSPITAL ARTICLES OF INCORPORATION AND BYLAWS; APPROVAL OF ANY MERGER, CONSOLIDATION, DISSOLUTION OR SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF ST. VINCENT HOSPITAL; APPROVAL OF THE ESTABLISHMENT, TERMINATION OR TRANSFER OF ANY SIGNIFICANT ST. VINCENT HOSPITAL PROGRAM OR SERVICE LINE; APPROVAL OF ANY AMENDMENTS TO THE ST. VINCENT HOSPITAL MISSION, STRATEGIC PLAN, OR CHARITY CARE POLICY; AND APPROVAL OF VARIOUS TYPES OF FINANCIAL MATTERS SUCH AS CERTAIN INCURRENCE OF DEBT AND MAKING OF LOANS. AN ACTION ON THESE MATTERS REQUIRES THE AFFIRMATIVE VOTE OF BOTH CLASSES OF MEMBERS: BY HAVING THE OPPORTUNITY TO PROVIDE AN ESSENTIAL VOTE ON SUCH MATTERS, THE INDIVIDUALS FROM THE HOSPITAL BOARD WHO SERVE AS A MAJORITY OF THE MEMBERS OF THE ANCHORUM ST. VINCENT BOARD WILL HAVE THE OPPORTUNITY TO PROVIDE INPUT ON KEY MATTERS THAT RELATE DIRECTLY TO FULFILLMENT OF ST. VINCENT HOSPITAL'S MISSION AND EXEMPT PURPOSES OF SERVING ITS LOCAL COMMUNITY. PART IV, SECTION A, LINE 6: THE ORGANIZATION PROVIDES SUPPORT, VIA GRANTS, TO OTHER NON-PROFIT ORGANIZATIONS. THIS IS IN FURTHERANCE OF CHRISTUS ST. VINCENT'S MISSION BY SUPPORTING COMMUNITY HEALTH AND WELLNESS. DETAILS OF THESE GRANTS IS DISCUSSED IN FORM 990, PAGE 2. PART I, LINE 12G, COL. (VI) ANCHORUM ST. VINCENT PROVIDED $4,162,500 IN GRANTS IN SUPPORT OF THE MISSION OF CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER. 8609236 8609236 30971873 8593770 22378103 1546960 353878 1193082 8128604 3429343 4699261 36879682 LIMITED PARTNERSHIPS AND OTHER ALTERNATIVE INVESTMENTS 48783590 F 48783590 TENANT SECURITY DEPOSITS 18658 18658 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 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. CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS 16905608 EUROPE - UNITED KINGDOM 0 0 INVESTMENTS 69741 0 0 0 0 0 0 16975349 0 16975349 1 0 1 0 1 0 PART III ACCOUNTING METHOD: PART I, LINE 3 ANCHORUM ST. VINCENT OVERSEES ITS OWN INVESTMENT PORTFOLIO. CONCURRENTLY, ANCHORUM ST. VINCENT ALSO COLLABORATES WITH CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER MANAGEMENT REGARDING THEIR INVESTMENT PORTFOLIO BY PARTICIPATING IN JOINT INVESTMENT COMMITTEE MEETINGS AND UTILIZING THE SAME INVESTMENT CONSULTANT. THE ACCRUAL METHOD OF ACCOUNTING IS USED. 1 501(C)PA 3900 OSUNA ROAD NE STE 260 ALBUQUERQUE NM 87109 452848527 501(C)(3) 100000 0 TECHNICAL SUPPORT FOR HEALTH AND SOCIAL SERVICES ORGANIZATIONS IN NORTHERN NM COMMUNITIES IN SCHOOLS OF NM PO BOX 367 SANTA FE NM 87504 850481104 501(C)(3) 215000 0 EDUCATIONAL ATTAINMENT DREAMTREE PROJECT INC PO BOX 1677 TAOS NM 87571 850462470 501(C)(3) 190000 0 OPERATING SUPPORT FOR HOMELESS SERVICES ESPANOLA PATHWAYS SHELTER PO BOX 278 ESPANOLA NM 87532 843477622 501(C)(3) 300000 0 OPERATING SUPPORT FOR HOMELESS SERVICES FAMILY YMCA & THE ESPANOLA YMCA TEEN CENTER 1450 IRIS ST LOS ALAMOS NM 87544 850130054 501(C)(3) 90000 0 EDUCATIONAL ATTAINMENT FOUNDATION FOR MONTE DEL SOL CHARTER SCHOOL 4157 WALKING RAIN ROAD SANTA FE NM 87507 850456767 501(C)(3) 35000 0 CASA PROGRAM, SUSTAINABLE COLLEGE AND CAREER READINESS FUTURE FOCUSED EDUCATION 200 BROADWAY NE ALBUQUERQUE NM 87102 473717716 501(C)(3) 50000 0 EDUCATIONAL ATTAINMENT GROUNDWORKS NEW MEXICO FKA NEW MEXICO ASSOCIATION OF GRANTMAKERS PO BOX 9280 SANTA FE NM 87504 850437031 501(C)(3) 100000 0 CAPACITY BUILDING FOR CATALYTIC COLLABORATION IN NM PHILANTHROPY AND IMPACT INVESTING GROWING UP NEW MEXICO INC 440 CERRILLOS ROAD SANTA FE NM 87501 850163601 501(C)(3) 150000 0 HEALTHCARE NAVIGATION SERVICES AND FAMILY COACHING HOMEWISE 1301 SILER RD BLDG D SANTA FE NM 87507 850346325 501(C)(3) 300000 0 CSV WORKFORCE HOUSING ASSISTANCE LIFE CIRCLE 1800A ESPINACITAS ST SANTA FE NM 87505 453265446 501(C)(3) 25000 0 ADULT DAY CARE CAPACITY BUILDING LOS ALAMOS NATIONAL LABORATORY FOUNDATION 1112 PLAZA DEL NORTE ESPANOLA NM 87532 742853972 501(C)(3) 170000 0 SCHOLARSHIP FUNDING FOR HEALTHCARE RELATED SECONDARY EDUCATION MCCURDY MINISTRIES 362A S MCCURDY RD ESPANOLA NM 87532 850127907 501(C)(3) 140000 0 $100,000 CAPITAL GRANT; $40,000 COMMUNITY AND BEHAVIORAL HEALTH PROGRAMMING AND PLANNING EFFORTS MEMORY CARE ALLIANCE 8 CALLE MEDICO SANTA FE NM 87505 883566227 501(C)(3) 35000 0 SENIOR HEALTH CAPACITY BUILDING MOVING ARTS ESPANOLA INC PO BOX 505 VELARDE NM 87582 452459893 501(C)(3) 90000 0 CAPITAL CAMPAIGN AND CAPACITY BUILDING NEW MEXICO COALITION TO END HOMELESSNESS PO BOX 865 SANTA FE NM 87504 850482896 501(C)(3) 87500 0 SUPPORT FOR PEOPLE EXPERIENCING HOMELESSNESS NEW MEXICO FOUNDATION 8 CALLE MEDICO SANTA FE NM 87505 850311210 501(C)(3) 215000 0 SUPPORT FOR THE NATIVE AMERICAN RECOVERY FUND NEW MEXICO LEGAL AID 301 GOLD AVENUE SW ALBUQUERQUE NM 87102 850116950 501(C)(3) 305000 0 $295,000 MEDICAL-LEGAL ALLIANCE WITH HOSPITAL FOR PATIENT SUPPORT; $10,000 FIRE RELIEF NUSENDA CREDIT UNION 4100 PAN AMERICAN FREEWAY NE ALBUQUERQUE NM 87120 850105773 501(C)(1) 50000 0 EXPANDING ACCESS TO CAPITAL FOR NORTHERN NM MICROLOANS READING QUEST TUTORING 991 CAMINO CONSUELO SANTA FE NM 87507 473350742 501(C)(3) 85000 0 EDUCATIONAL ATTAINMENT SANTA FE COMMUNITY COLLEGE FOUNDATION 6401 RICHARDS AVENUE SANTA FE NM 87505 201594570 501(C)(3) 50000 0 LPN NURSING PROGRAM SANTA FE COMMUNITY FOUNDATION PO BOX 1827 SANTA FE NM 875041827 850303044 501(C)(3) 870000 0 $100,000 SANTA FE HOUSING; $315,000 CAPACITY BUILDING; $425,000 NURSING RECRUITMENT; $30,000 COVID RESPONSE SANTA FE RECOVERY CENTER 5312 JAGUAR DRIVE SANTA FE NM 87507 850216976 501(C)(3) 125000 0 MEDICAL DETOX SERVICES, PLUS CAPACITY BUILDING ST MICHAELS HIGH SCHOOL 100 SIRINGO RD SANTA FE NM 87505 850121641 501(C)(3) 25000 0 EDUCATIONAL ATTAINMENT STEM SANTA FE PO BOX 33103 SANTA FE NM 87594 822358193 501(C)(3) 75000 0 EDUCATIONAL ATTAINMENT TAOS COMMUNITY FOUNDATION PO BOX 1925 TAOS NM 87571 850425147 501(C)(3) 100000 0 AFFORDABLE HOUSING THINK NEW MEXICO 1227 PASEO DE PERALTA SANTA FE NM 87501 311611995 501(C)(3) 75000 0 SENIOR HEALTH & WELLNESS POLICY UNITED WORLD COLLEGE OF THE AMERICAN WEST PO BOX 248 MONTEZUMA NM 87731 850297355 501(C)(3) 35000 0 EDUCATIONAL ATTAINMENT SCOTT'S HOUSE 287 RODEO RD SANTA FE NM 87505 464755884 501(C)(3) 10000 0 PLANNING, TECHNICAL ASSISTANCE CAPACITY BUILDING THE MOUNTAIN CENTER PO BOX 449 TESUQUE NM 87574 850272388 501(C)(3) 50000 0 CAPITAL CAMPAIGN UNITED CHURCH OF SANTA FE 1804 ARROYO CHAMISO RD SANTA FE NM 87505 850278459 501(C)(3) 15000 0 NM DOH SUICIDE PREVENTION COALITION ANCHORUM HEALTH FOUNDATION PO BOX 4427 SANTA FE NM 87502 873194433 501(C)(3) 635000 0 GENERAL SUPPORT 31 1 PART I, LINE 2: ANCHORUM ST. VINCENT REQUIRES GRANTEES TO COMPLETE A FORMAL GRANT APPLICATION, WHICH INCLUDES BOTH QUANTITATIVE AND QUALITATIVE MEASURES OF SUCCESS IN ATTAINING THE GOALS SET OUT IN THE GRANT APPLICATION. THROUGH BOTH APPLICATIONS AND PERIODIC REPORTING POST AWARD, GRANTEES DEVELOP, TRACK AND MEASURE, IN CONSULTATION WITH ANCHORUM, THEIR EXPECTED PERFORMANCE MEASURES AND ACTUAL RESULTS FOR THE PROJECT OR PROGRAM ACTIVITIES FUNDED BY THE GRANT. ANCHORUM USES RESULTS-BASED ACCOUNTABILITY APPROACH TO PERFORMANCE MEASUREMENT REPORTING WHERE GRANTEES SELECT PERFORMANCE MEASURES ACROSS THREE SIMPLE CATEGORIES: HOW MUCH DID WE DO? HOW WELL DID WE DO IT? IS ANYONE BETTER OFF? THESE MEASURES HELP GRANTEES PRESENT THEIR PERFORMANCE TO ANCHORUM AS WELL AS MORE BROADLY IN OTHER PUBLIC SETTINGS. IN ADDITION, ANCHORUM ENGAGES A THIRD-PARTY CONSULTANT TO SUPPORT ITS EVALUATION OF GRANTEE PERFORMANCE. BOTH THE GRANTEE AND THE GRANTOR PARTICIPATE IN ONGOING EVALUATION OF A GRANT'S PLANNED ACTIVITIES, GOALS, AND ACHIEVEMENTS AND COLLABORATE IN ESTABLISHING DELIVERABLES OR SUCCESS METRICS FOR ANY POSSIBLE FUTURE GRANTS UNDER MULTI-YEAR AGREEMENTS. X X 1 0 0 0 0 0 0 1 0 PETER BASTONE FORMER PRESIDENT AND CEO 0 0 0 0 639000 0 0 0 0 0 639000 0 0 0 JERRY JONES CPA PRESIDENT AND CEO 324414 0 112925 0 19500 0 34446 0 36500 0 527785 0 19500 0 JENNIFER CRYSLER CORP TREAS CHIEF FINANCIAL OFFICER 152564 0 500 0 0 0 28213 0 12211 0 193488 0 0 0 PART I, LINE 4A SEVERANCE WAS PAID TO THE FORMER CEO, PETER BASTONE, DURING THE 2022 CALENDAR YEAR (JANUARY 2022), BUT NOT DURING THE FISCAL YEAR. 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. 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 AT THE BEGINNING OF EACH MEETING OF THE ANCHORUM ST. VINCENT BOARD OF DIRECTORS AND/OR ITS COMMITTEES, THE CHAIRMAN EMPHASIZES THE ORGANIZATION'S NEED TO ADHERE TO THE ADOPTED CONFLICT OF INTEREST POLICY AND ASKS ALL ATTENDEES TO BE MINDFUL OF ITEMS BEFORE THE BOARD/COMMITTEE AND TO DISCLOSE ANY POTENTIAL CONFLICT RELATING TO ITEMS COMING BEFORE THE BOARD OF DIRECTORS OR ITS COMMITTEES. ANY BOARD MEMBER WITH A CONFLICT IS NOT ALLOWED TO VOTE ON THE ITEM. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT/CEO'S SALARY IS DETERMINED BY THE BOARD OF DIRECTORS UTILIZING THE PRIOR YEAR'S COUNCIL ON FOUNDATIONS SALARY SURVEY. THE ORGANIZATION DOES A PERIODIC REVIEW OF PEER DATA FROM THE COUNCIL ON FOUNDATIONS ANNUAL STUDY TO COMPARE COMPENSATION AND BENEFIT OFFERINGS FOR ITS OTHER SENIOR LEADERS. THE BOARD'S DELIBERATION AND DECISION ON THE PRESIDENT/CEO'S SALARY IS DOCUMENTED. 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. 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