Nonprofit · EIN 87-3194433
ANCHORUM HEALTH FOUNDATION
Tax-exempt · SANTA FE, NM 87501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,044,949 | $26,535,006 | -$18,490,057 | $454,959,694 | $3,174,927 | $451,784,767 |
| June 30, 2024 | 990 | $489,770,458 | $29,701,995 | $460,068,463 | $465,372,466 | $546,053 | $464,826,413 |
| June 30, 2023 | 990 | $635,286 | $565,514 | $69,772 | $106,354 | $22,554 | $83,800 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,433,097
- Program service revenue
- $0
- Investment income
- $6,611,852
- Net gain from sales of assets
- $4,207,715
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $20,942,196
- Compensation of officers, directors and key employees
- $1,404,980
- Other salaries and wages
- $1,409,337
- Salaries, compensation and benefits (total)
- $3,101,568
- Professional fundraising fees
- $0
- Legal fees
- $190,774
- Accounting fees
- $160,796
- Occupancy
- $168,130
- Travel
- $143,371
- Depreciation
- $118,694
- Program services (functional)
- $23,239,399
- Management and general (functional)
- $3,295,607
Balance sheet and other
- Total assets, start of year
- $465,372,466
- Total assets, end of year
- $454,959,694
- Total liabilities, end of year
- $3,174,927
- Net assets, end of year
- $451,784,767
- Land, buildings and equipment
- $5,605,637
- Publicly traded securities
- $74,418,477
- Net assets without donor restrictions
- $370,805,501
- Net assets with donor restrictions
- $80,979,266
- Gross unrelated business income
- -$23,230
- Gross receipts
- $28,664,840
- Employees
- 17
- Volunteers
- 4
- Year formed
- 2021
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JERRY JONES | PRESIDENT AND CEO Trustee or director, Officer | 32 | $581,024 | $76,562 |
| JENNIFER PARKS | SENIOR VP OF STRATEGIC PHILANTHROPY Key employee | 40 | $318,798 | $35,197 |
| JENNIFER CRYSLER | CHIEF FINANCIAL OFFICER Officer | 32 | $300,038 | $47,050 |
| FRANTZ MELIO | VICE PRESIDENT OF HEALTH STRATEGIES Key employee | 0 | $269,438 | $47,955 |
| MONICA RESENDEZ | CONTROLLER Highest-paid employee | 40 | $127,331 | $24,371 |
| VANESSA MEIER | DIRECTOR OF GRANTS Highest-paid employee | 40 | $124,570 | $23,266 |
| MADELEINE MAHONY | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $107,098 | $35,999 |
| OLIVIA BELEN SLOAN | VP OF NATIVE HEALTH PARTNERSHIPS Highest-paid employee | 40 | $108,213 | $22,284 |
| SAYURI YAMADA | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| WENDY TREVISANI | BOARD VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| CHRISTINA CAMPOS | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| RICHARD LUARKIE | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JERRY JONES | PRESIDENT AND CEO Trustee or director, Officer | 30 | $130,693 | $313,704 | $78,689 |
| JENNIFER CRYSLER | CFO/CORPORATE TREASURER Officer | 30 | $125,272 | $149,347 | $42,682 |
| LISA ESTRADA | CORPORATE SECRETARY (THRU 10/13/23) Officer | 2 | $0 | $173,490 | $22,479 |
| SAYURI YAMADA | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| WENDY TREVISANI | BOARD VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| CHRISTINA CAMPOS | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD LUARKIE | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JERRY JONES | DIRECTOR AND PRESIDENT Trustee or director, Officer | 10 | $0 | $456,839 | $70,946 |
| JENNIFER CRYSLER | CFO/CORPORATE TREASURER Officer | 10 | $0 | $153,064 | $40,424 |
| LISA ESTRADA | CORPORATE SECRETARY Officer | 2 | $0 | $79,325 | $27,356 |
| SAYURI YAMADA | DIRECTOR AND CHAIR Trustee or director | 2 | $0 | $0 | $0 |
| WENDY TREVISANI | DIRECTOR AND VICE CHAIR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 309 READ ST, SANTA FE, NM 87501-2628
- In care of
- % CHIEF FINANCIAL OFFICER
- Principal officer (990 for 2024)
- JERRY JONES, 309 READ STREET, SANTA FE, NM 87501
- Signed the 990
- ZACH DILLENBACK, CHIEF FINANCIAL OFFICER
- Phone
- (505) 989-3336
- Website
- ANCHORUM.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
ANCHORUM HEALTH FOUNDATION IS DEDICATED TO IMPROVING THE CONDITIONS THAT HAVE THE GREATEST INFLUENCE ON THE HEALTH OF COMMUNITIES AND PEOPLE IN OUR REGION. WE ARE COMMITTING OUR RESOURCES TO STRENGTHENING COMMUNITY-BASED PARTNERS TACKLING CRITICAL LOCAL ISSUES. BY CHALLENGING THE STATUS QUO, WE AIM TO AFFECT TANGIBLE IMPROVEMENTS IN UNDERPERFORMING SYSTEMS. WE CO-CREATE DATA-DRIVEN REGIONAL STRATEGIES TO ACHIEVE MEANINGFUL RESULTS. WE TAKE THESE ACTIONS TO PROMOTE HEALTH AND WELL-BEING IN ORDER TO FOSTER THRIVING INDIVIDUALS AND COMMUNITIES.
Program accomplishments
- ANCHORUM HEALTH FOUNDATION'S STRATEGIC GRANTMAKING SUPPORTS COMMUNITY-BASED ORGANIZATIONS WORKING TO IMPROVE HEALTH AND WELL-BEING ACROSS THE REGION BY ADDRESSING BOTH IMMEDIATE NEEDS AND THE UNDERLYING CONDITIONS THAT SHAPE HEALTH. THROUGH THIS PROGRAM, THE FOUNDATION PROVIDES STRATEGIC GRANT FUNDING, CAPACITY-BUILDING SUPPORT, AND OPPORTUNITIES FOR COLLABORATION TO NONPROFIT PARTNERS ADVANCING LOCALLY DRIVEN SOLUTIONS.GRANTS SUPPORT A WIDE RANGE OF EFFORTS, INCLUDING HEALTHCARE ACCESS, AFFORDABLE HOUSING, FOOD SECURITY, WORKFORCE DEVELOPMENT, AND OTHER SOCIAL FACTORS THAT INFLUENCE HEALTH. THE FOUNDATION PRIORITIZES LONG-TERM, SYSTEMS-ORIENTED APPROACHES. IN THE REPORTING YEAR, ANCHORUM SUPPORTED DOZENS OF NONPROFIT PARTNERS THROUGH STRATEGIC GRANTS, MANY OF WHICH WERE MULTI-YEAR INVESTMENTS.Expenses $11,101,979 · grants $10,942,196
- THE CLINICAL SUPPORT FUND IS A SPECIALIZED PARTNERSHIP DESIGNED TO STRENGTHEN HEALTHCARE ACCESS AND DELIVERY IN NORTHERN NEW MEXICO. THROUGH OUR PARTNERSHIP WITH CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER, THIS PROGRAM PROVIDES TARGETED FINANCIAL SUPPORT TO STABILIZE AND EXPAND ESSENTIAL CLINICAL SERVICES DURING A PERIOD OF SIGNIFICANT STRAIN ON THE REGIONAL HEALTHCARE SYSTEM.THE FUND FOCUSES ON FIVE KEY AREAS: CANCER CARE, MATERNAL HEALTH, PRIMARY CARE, TRAUMA SERVICES, AND HEALTHCARE WORKFORCE DEVELOPMENT. THESE INVESTMENTS ARE INTENDED TO SUSTAIN CORE SERVICES, SUPPORT CLINICAL STAFFING, AND ENSURE CONTINUITY OF CARE. DURING THE REPORTING YEAR, THE FOUNDATION MADE A SPECIAL $10 MILLION CONTRIBUTION TO SUPPORT THE CONSTRUCTION OF A NEW CANCER CENTER, EXPANDING ACCESS TO ONCOLOGY SERVICES AND REDUCING THE NEED FOR PATIENTS TO SEEK CARE OUTSIDE THE REGION.THROUGH THE FUND, ANCHORUM IS HELPING TO MAINTAIN ACCESS TO HIGH QUALITY CARE FOR TENS OF THOUSANDS OF PATIENTS ACROSS NORTHERN NEW MEXICO.Expenses $10,000,000 · grants $10,000,000
- ANCHORUM HEALTH FOUNDATION PROVIDES SPONSORSHIP SUPPORT FOR COMMUNITY EVENTS, EDUCATIONAL PROGRAMS, AND CONVENINGS THAT ALIGN WITH OUR MISSION AND PRIORITY ISSUE AREAS. THESE SPONSORSHIPS ARE DESIGNED TO STRENGTHEN RELATIONSHIPS, INCREASE SHARED LEARNING, AND ELEVATE COMMUNITY-LED CONVERSATIONS AROUND HEALTH AND SYSTEMS CHANGE. WHILE SMALLER IN SCALE THAN THE FOUNDATION'S GRANTMAKING AND CLINICAL INVESTMENTS, THESE EFFORTS PLAY AN IMPORTANT ROLE IN FOSTERING COLLABORATION AND ADVANCING MISSION-ALIGNED DIALOGUE ACROSS THE REGION. IN THE REPORTING YEAR, THE FOUNDATION SUPPORTED NUMEROUS COMMUNITY EVENTS AND EDUCATIONAL INITIATIVES THROUGH THIS PROGRAM.Expenses $198,763
- ORGANIZATIONAL AND OPERATIONAL SUPPORT SERVICES, INCLUDING ADMINISTRATIVE FUNCTIONS, INVESTMENT MANAGEMENT, AND GOVERNANCE AND COMPLIANCE ACTIVITIES THAT SUPPORT THE FOUNDATION'S WORK.Expenses $1,938,657
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
- 87-3194433
- 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
- 2023
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E12)
- Assets (IRS master file)
- $454,959,694
- Income (IRS master file)
- $28,664,840
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,044,949 | $26,535,006 | $454,959,694 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $489,770,458 | $29,701,995 | $465,372,466 | IRS |
| 990 | June 2023 | $635,286 | $565,514 | $106,354 | XML |
| 990-EZ | June 2022 | – | – | – | 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 87-3194433).
Questions about ANCHORUM HEALTH FOUNDATION
- What is the EIN of ANCHORUM HEALTH FOUNDATION?
- The employer identification number (EIN) of ANCHORUM HEALTH FOUNDATION is 87-3194433.
- Is ANCHORUM HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to ANCHORUM HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ANCHORUM 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 ANCHORUM 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 ANCHORUM 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 ANCHORUM HEALTH FOUNDATION?
- The 990 for the year ended June 30, 2025 names JERRY JONES.
- Who are the officers and directors of ANCHORUM HEALTH FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 12 people; 8 received compensation from the organization, the highest $581,024 (JERRY JONES, PRESIDENT AND CEO).
- How much revenue does ANCHORUM HEALTH FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,044,949, expenses of $26,535,006 and total assets of $454,959,694 at year end.
Other nonprofits in SANTA FE
- ST VINCENT HOSPITAL EIN 85-0106941 · last filed 990 for 2025
- PRESBYTERIAN MEDICAL SERVICES EIN 85-0206810 · last filed 990 for 2025
- ANCHORUM HEALTHCARE PARTNERSHIPS EIN 26-1592592 · last filed 990 for 2025
- PROMPT INSTITUTE EIN 85-0484264 · last filed 990 for 2024
- ST VINCENT HOSPITAL FOUNDATION EIN 85-0282847 · last filed 990 for 2025
- NEW MEXICO ALLIANCE OF HEALTH COUNCILS EIN 47-2939987 · last filed 990 for 2024
- HORSES FOR HEROES-NEW MEXICO INC EIN 27-1578535 · last filed 990 for 2025
- SANTA FE BIRTH CENTER EIN 82-2021224 · last filed 990 for 2024