Nonprofit · EIN 85-0289728
SOUTHWEST HEALTH FOUNDATION
Tax-exempt · ALBUQUERQUE, NM 87125
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | -$2,272,019 | $56,556 | -$2,328,575 | $159,299,372 | $5,586 | $159,293,786 |
| December 31, 2023 | 990 | $406,137 | $406,137 | $0 | $161,627,947 | $5,586 | $161,622,361 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- -$2,272,019
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Management and general (functional)
- $56,556
Balance sheet and other
- Total assets, start of year
- $161,627,947
- Total assets, end of year
- $159,299,372
- Total liabilities, end of year
- $5,586
- Net assets, end of year
- $159,293,786
- Land, buildings and equipment
- $4,231,646
- Net assets without donor restrictions
- $159,293,786
- Gross receipts
- $0
- Employees
- 0
- Volunteers
- 11
- Year formed
- 1981
- State of legal domicile
- NM
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DALE MAXWELL | CEO / DIRECTOR [Term: 10/24] Trustee or director, Officer | 1 | $0 | $4,006,207 | $401,303 |
| JAMES NOBLE | TREASURER Officer | 1 | $0 | $2,171,622 | $150,132 |
| RYAN BURT | SECRETARY Officer | 1 | $0 | $1,772,034 | $112,587 |
| LAUREN M CATES | PRESIDENT - SHF Officer | 1 | $0 | $1,308,015 | $137,828 |
| RISHI SIKKA MD | PRESIDENT / DIRECTOR Trustee or director, Officer | 1 | $0 | $595,598 | $5,606 |
| ANGELA GALLEGAS-MACIAS MD | DIRECTOR Trustee or director | 1 | $0 | $425,310 | $61,000 |
| BARBARA BALIK RN EDD | DIRECTOR Trustee or director | 1 | $0 | $10,000 | $0 |
| NORMAN BECKER | DIRECTOR Trustee or director | 1 | $0 | $10,000 | $0 |
| CYNTHIA SCHULTZ | DIRECTOR Trustee or director | 1 | $0 | $7,000 | $0 |
| TERESA KLINE | DIRECTOR Trustee or director | 1 | $0 | $7,000 | $0 |
| ELISABETH EDEN | DIRECTOR Trustee or director | 1 | $0 | $6,000 | $0 |
| GAYLE DINE'CHACON MD | DIRECTOR [TERM: 12/24] Trustee or director | 1 | $0 | $6,000 | $0 |
| KIRBY JEFFERSON | DIRECTOR Trustee or director | 1 | $0 | $6,000 | $0 |
| LESLIE HOFFMAN | DIRECTOR Trustee or director | 1 | $0 | $6,000 | $0 |
| MARJORIE BESSEL MD | DIRECTOR Trustee or director | 1 | $0 | $6,000 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE SACKS MD | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS BRIONES | Director Trustee or director | 1 | $0 |
| THOMAS WISE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DALE MAXWELL | PRESIDENT & CEO / DIRECTOR Trustee or director, Officer | 1 | $0 | $4,120,680 | $398,878 |
| JAMES NOBLE | CFO / TREASURER Officer | 1 | $0 | $1,489,096 | $129,234 |
| RYAN BURT | GENERAL COUNSEL / SECRETARY Officer | 1 | $0 | $1,301,119 | $103,133 |
| LAUREN M CATES | PRESIDENT (EFFECTIVE 12/8/2023) Officer | 1 | $0 | $852,419 | $75,986 |
| ANGELA GALLEGAS-MACIAS MD | DIRECTOR Trustee or director | 1 | $0 | $403,915 | $57,035 |
| DONNA GARCIA | FORMER CFO / TREASURER Former | 0 | $0 | $156,353 | $10,458 |
| BARBARA BALIK RN EDD | DIRECTOR Trustee or director | 1 | $0 | $10,000 | $0 |
| NORMAN BECKER | DIRECTOR Trustee or director | 1 | $0 | $10,000 | $0 |
| KIRBY JEFFERSON | DIRECTOR Trustee or director | 1 | $0 | $9,000 | $0 |
| CYNTHIA SCHULTZ | DIRECTOR Trustee or director | 1 | $0 | $7,000 | $0 |
| RISHI SIKKA MD | DIRECTOR Trustee or director | 1 | $0 | $7,000 | $0 |
| TERESA KLINE | DIRECTOR Trustee or director | 1 | $0 | $7,000 | $0 |
| AARON C MARTIN | DIRECTOR Trustee or director | 1 | $0 | $6,000 | $0 |
| GAYLE DINE'CHACON MD | DIRECTOR Trustee or director | 1 | $0 | $6,000 | $0 |
| JASON HARRINGTON | DIRECTOR Trustee or director | 1 | $0 | $6,000 | $0 |
| LESLIE HOFFMAN | DIRECTOR Trustee or director | 1 | $0 | $6,000 | $0 |
| MARJORIE BESSEL MD | DIRECTOR Trustee or director | 1 | $0 | $6,000 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 26666, ALBUQUERQUE, NM 87125-6666
- In care of
- % KEVIN NOWELL CPA
- Principal officer (990 for 2024)
- RISHI SIKKA MD, PO Box 26666, Albuquerque, NM 871256666
- Signed the 990
- RISHI SIKKA MD, CEO
- Phone
- (505) 923-6101
- Website
- WWW.PHS.ORG
Mission
SUPPORT OF PRESBYTERIAN HEALTHCARE SERVICES (PHS), A RELATED NON-PROFIT HEALTHCARE SYSTEM SERVING COMMUNITIES THROUGHOUT NEW MEXICO AND INVESTMENT OF RESOURCES FOR USE IN PHS' CHARITABLE MISSION.
Program accomplishments
- SEE SCHEDULE O FOR A DESCRIPTION OF ACCOMPLISHMENTS.0
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 85-0289728
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1981
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E110)
- Assets (IRS master file)
- $159,299,372
- Income (IRS master file)
- $2,272,019
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | -$2,272,019 | $56,556 | $159,299,372 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $406,137 | $406,137 | $161,627,947 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $0 | $160,338 | $161,442,828 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | 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 85-0289728).
Questions about SOUTHWEST HEALTH FOUNDATION
- What is the EIN of SOUTHWEST HEALTH FOUNDATION?
- The employer identification number (EIN) of SOUTHWEST HEALTH FOUNDATION is 85-0289728.
- Is SOUTHWEST HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to SOUTHWEST HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SOUTHWEST 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 SOUTHWEST HEALTH FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWEST HEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOUTHWEST HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 names RISHI SIKKA MD.
- Who are the officers and directors of SOUTHWEST HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 18 people; 0 received compensation from the organization.
- How much revenue does SOUTHWEST HEALTH FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of -$2,272,019, expenses of $56,556 and total assets of $159,299,372 at year end.
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