Nonprofit · EIN 20-3799814
SAN LUIS VALLEY HEALTH FOUNDATION
Tax-exempt · ALAMOSA, CO 81101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $473,907 | $383,081 | $90,826 | $995,001 | $0 | $995,001 |
| June 30, 2024 | 990 | $276,551 | $59,219 | $217,332 | $916,478 | $0 | $916,478 |
| June 30, 2023 | 990 | $222,764 | $307,357 | -$84,593 | $666,053 | $0 | $666,053 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $256,818
- Program service revenue
- $0
- Investment income
- $78,155
- Net gain from sales of assets
- $61,977
- Net income from fundraising events
- $138,934
- Other revenue
- $138,934
Expenses
- Grants and similar amounts paid
- $342,001
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $383,001
- Management and general (functional)
- $80
Balance sheet and other
- Total assets, start of year
- $916,478
- Total assets, end of year
- $995,001
- Total liabilities, end of year
- $0
- Net assets, end of year
- $995,001
- Publicly traded securities
- $560,572
- Net assets without donor restrictions
- $995,001
- Gross receipts
- $701,124
- Employees
- 0
- Volunteers
- 8
- Year formed
- 2006
- State of legal domicile
- CO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KONNIE MARTIN | CEO Officer | 2 | $0 | $575,125 | $96,540 |
| SHANE MORTENSEN | CFO Officer | 1 | $0 | $288,443 | $52,054 |
| KELLY GURULE | FOUNDATION DIRECTOR Officer | 34 | $0 | $87,238 | $13,522 |
| AMY MCKINLEY | DIRECTOR/SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DELZIA PAVLOVSKY-WORLEY | DIRECTOR/VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ROXANN SITTLER | DIRECTOR/PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| RUSSELL ACHATZ | DIRECTOR/TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JEFF MOTZ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LORI LASKE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROSALIE MARTINEZ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SHEILA HICKS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KONNIE MARTIN | CEO Officer | 2 | $0 | $544,424 | $35,491 |
| SHANE MORTENSEN | CFO Officer | 1 | $0 | $265,516 | $32,160 |
| KELLY GURULE | FOUNDATION DIRECTOR Officer | 36 | $0 | $84,251 | $12,280 |
| DUANE BUSSEY | DIRECTOR/TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JEFF MOTZ | DIRECTOR/PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LORI LASKE | DIRECTOR/VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| AMY MCKINLEY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DELZIA PAVLOVSKY-WORLEY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROSALIE MARTINEZ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROXANN SITLLER | DIRECTOR/SECRETARY Trustee or director | 2 | $0 | $0 | $0 |
| RUSSELL ACHATZ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SHEILA HICKS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KONNIE MARTIN | CEO Officer | 2 | $0 | $538,452 | $26,880 |
| shane mortensen | cfo Officer | 1 | $0 | $266,094 | $24,497 |
| KELLY GURULE | FOUNDATION DIRECTOR Officer | 34 | $0 | $87,838 | $11,471 |
| Russell Achatz | Director Trustee or director | 2 | $0 | $0 | $0 |
| Duane Bussey | Director/Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Sheila Hicks | Director Trustee or director | 2 | $0 | $0 | $0 |
| Rosalie Martinez | Director Trustee or director | 2 | $0 | $0 | $0 |
| ROXANN SITTLER | Director/SECRETARY Trustee or director | 2 | $0 | $0 | $0 |
| Jeff Motz | Director/President Trustee or director, Officer | 2 | $0 | $0 | $0 |
| AMY MCKINLEY | Director Trustee or director | 2 | $0 | $0 | $0 |
| Delzia Pavlovsky-Worley | Director Trustee or director | 2 | $0 | $0 | $0 |
| Lori Laske | Director/Vice President Trustee or director, Officer | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 106 BLANCA AVE, ALAMOSA, CO 81101-2340
- In care of
- % LUTHERAN HSP ASSN SLV
- Principal officer (990 for 2024)
- ROXANN SITTLER, 106 BLANCA AVENUE, ALAMOSA, CO 81101
- Signed the 990
- ROXANN SITTLER, PRESIDENT
- Phone
- (719) 589-2511
- Return prepared by
- Forvis Mazars LLP
Mission
ACQUIRE AND MANAGE ASSETS IN SUPPORT OF LUTHERAN HOSPITAL ASSOCIATION OF THE SAN LUIS VALLEY.
Program accomplishments
- TO SUPPORT THE LUTHERAN HOSPITAL ASSOCIATION OF THE SAN LUIS VALLEY.Expenses $383,001 · grants $342,001
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-3799814
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $995,001
- Income (IRS master file)
- $701,124
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $473,907 | $383,081 | $995,001 | IRS |
| 990 | June 2024 | $276,551 | $59,219 | $916,478 | XML |
| 990 | June 2023 | $222,764 | $307,357 | $666,053 | XML |
| 990 | June 2022 | $169,276 | $10,218 | $721,443 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3799814).
Questions about SAN LUIS VALLEY HEALTH FOUNDATION
- What is the EIN of SAN LUIS VALLEY HEALTH FOUNDATION?
- The employer identification number (EIN) of SAN LUIS VALLEY HEALTH FOUNDATION is 20-3799814.
- Is SAN LUIS VALLEY HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to SAN LUIS VALLEY HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN LUIS VALLEY HEALTH FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAN LUIS VALLEY HEALTH FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN LUIS VALLEY HEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SAN LUIS VALLEY HEALTH FOUNDATION?
- The 990 for the year ended June 30, 2025 names ROXANN SITTLER.
- Who are the officers and directors of SAN LUIS VALLEY HEALTH FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does SAN LUIS VALLEY HEALTH FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $473,907, expenses of $383,081 and total assets of $995,001 at year end.
Other nonprofits in ALAMOSA
- COMMUNITY FOUNDATION OF THE SAN LUIS VALLEY EIN 74-2471342 · last filed 990 for 2024
- OUTCALT FOUNDATION EIN 20-7432649 · last filed 990-PF for 2024
- SAN LUIS VALLEY REGIONAL MEDICAL CENTER EIN 84-0255530 · last filed 990 for 2025
- VALLEY-WIDE HEALTH SYSTEMS INC EIN 84-0706945 · last filed 990 for 2025
- LAPUENTE HOME INCORPORATED EIN 74-2224631 · last filed 990 for 2025
- SAN LUIS VALLEY BEHAVIORAL HEALTH GROUP INC EIN 27-2126155 · last filed 990 for 2025
- ADAMS STATE UNIVERSITY FOUNDATION INC EIN 84-6027518 · last filed 990 for 2025
- BOYS AND GIRLS CLUBS OF THE SAN LUIS VALLEY INC EIN 84-1215393 · last filed 990 for 2024
All nonprofits in ALAMOSA · Colorado · Philanthropy, voluntarism and grantmaking foundations