Anchorum St Vincent
- Assets
- $143.7m
- Revenue
- $9.9m
- Investments
- $48.8m
- Employees
- 11
- Location
- Santa Fe, NM
- Founding
- 03/2009
- Data as of
- 06/2023
- EIN
- 26-1592592
Organization Overview
Anchorum St Vincent is located in Santa Fe, NM. The organization was established in 2009. According to its NTEE Classification (E11) the organization is classified as: Single Organization Support, under the broad grouping of Health Care and related organizations. As of 06/2023, Anchorum St Vincent employed 11 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Anchorum St Vincent is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Anchorum St Vincent generated $9.9m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.0% each year. All expenses for the organization totaled $12.9m during the year ending 06/2023. While expenses have increased by 7.3% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Anchorum St Vincent has awarded 248 individual grants totaling $23,544,971. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
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.
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/
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.
ADMINISTRATIVE FUNCTIONS, INVESTMENT MANAGEMENT, AND OTHER ORGANIZATIONAL SUPPORT.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Charles Goodman Chair | OfficerTrustee | 5 | $0 |
Daya Singh Khalsa Treasurer | OfficerTrustee | 2 | $0 |
Mark Puczynski MD Director | Trustee | 2 | $0 |
Sayuri Yamada Director | Trustee | 4 | $0 |
Wendy Trevisani Director | Trustee | 4 | $0 |
Jerry Jones CPA President And CEO | OfficerTrustee | 30 | $456,839 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Mcdermott Will & Emery Llp Legal Services | 6/29/23 | $427,466 |
Branding Business Llc Marketing And Branding | 6/29/23 | $193,478 |
Meketa Investment Group Investment Management | 6/29/23 | $151,531 |
Colliers International Property Management | 6/29/23 | $150,258 |
Dobie Associates Inc Strategic Consulting | 6/29/23 | $103,226 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $249 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $249 |
| Total Program Service Revenue | $6,377,986 |
| Investment income | $1,700,956 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $1,857,225 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $9,936,416 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $4,797,500 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $633,186 |
| Compensation of current officers, directors, key employees. | $227,426 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $618,419 |
| Pension plan accruals and contributions | $40,357 |
| Other employee benefits | $89,248 |
| Payroll taxes | $79,046 |
| Fees for services: Management | $150,172 |
| Fees for services: Legal | $764,651 |
| Fees for services: Accounting | $86,396 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $298,697 |
| Fees for services: Other | $467,003 |
| Advertising and promotion | $86,038 |
| Office expenses | $29,470 |
| Information technology | $96,118 |
| Royalties | $0 |
| Occupancy | $2,717,093 |
| Travel | $61,547 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,717,751 |
| Insurance | $37,622 |
| All other expenses | $63,167 |
| Total functional expenses | $12,871,539 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $688,895 |
| Savings and temporary cash investments | $912,455 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $1,029,734 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $11,904,736 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $89,108 |
| Net Land, buildings, and equipment | $36,879,682 |
| Investments—publicly traded securities | $42,917,489 |
| Investments—other securities | $48,783,590 |
| Investments—program-related | $0 |
| Intangible assets | $3,303 |
| Other assets | $443,623 |
| Total assets | $143,652,615 |
| Accounts payable and accrued expenses | $935,984 |
| Grants payable | $0 |
| Deferred revenue | $3,876,499 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $17,757,418 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $18,658 |
| Total liabilities | $22,588,559 |
| Net assets without donor restrictions | $121,064,056 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $143,652,615 |
Grants Awarded
Over the last fiscal year, Anchorum St Vincent has awarded $4,797,500 in support to 32 organizations.
| Grant Recipient | Amount |
|---|---|
COMMUNITIES IN SCHOOLS OF NM PURPOSE: EDUCATIONAL ATTAINMENT | $215,000 |
DREAMTREE PROJECT INC PURPOSE: OPERATING SUPPORT FOR HOMELESS SERVICES | $190,000 |
501(C)PA PURPOSE: TECHNICAL SUPPORT FOR HEALTH AND SOCIAL SERVICES ORGANIZATIONS IN NORTHERN NM | $100,000 |
FAMILY YMCA & THE ESPANOLA YMCA TEEN CENTER PURPOSE: EDUCATIONAL ATTAINMENT | $90,000 |
FOUNDATION FOR MONTE DEL SOL CHARTER SCHOOL PURPOSE: CASA PROGRAM, SUSTAINABLE COLLEGE AND CAREER READINESS | $35,000 |
ESPANOLA PATHWAYS SHELTER PURPOSE: OPERATING SUPPORT FOR HOMELESS SERVICES | $300,000 |