Anchorum Health Foundation

Nonprofit profile at a glance

EIN
873194433
IRS 990 coverage
2022–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024, Form 990-EZ 2021, Form 990-T 2024
Location
Santa Fe, NM, US
Phone
505.989.3336
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Fund Raising and/or Fund Distribution

Official website

Reported finances

Revenue
$8,044,949
Expenses
$26,535,006
Assets
$454,959,694
Liabilities
$3,174,927

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • JERRY JONES (PRESIDENT AND CEO)
  • FRANTZ MELIO (VICE PRESIDENT OF HEALTH STRATEGIES)

Highest reported compensation

  • JERRY JONES (PRESIDENT AND CEO): $657,586 total reported compensation
  • JENNIFER PARKS (SENIOR VP OF STRATEGIC PHILANTHROPY): $353,995 total reported compensation
  • JENNIFER CRYSLER (CHIEF FINANCIAL OFFICER): $347,088 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

We are dedicated to improving the conditions that have the greatest influence on the health of communities and people in our region.

What it reported doing in 2024

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.

Operating model

Revenue model
Investment-supported. 63% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 90% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. The filing reports few safeguards for money sent abroad and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 85
  • Transparency & Controls: 71
  • Accountability: 88
  • Sustainability: 42
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 87.6%; rating input score 88
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Scored; rating input score 0
  • Grant itemization coverage: 99.9%; rating input score 100; 42nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 80%; rating input score 80; 14th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -229.8%; rating input score 0; 0th percentile among comparable filings
  • Total-asset coverage ratio: 17.15; rating input score 95; 95th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 87; 87th percentile among comparable filings
  • Officer compensation ratio: 8.5%; rating input score 35; 35th percentile among comparable filings

Growth

  • Program expense growth: 67.6% per year; rating input score 100; 98th percentile among comparable filings
  • Revenue growth: 41.1% per year; rating input score 100; 97th percentile among comparable filings
  • Asset growth: 79.5% per year; rating input score 100; 99th percentile among comparable filings

Details

  • What they do: 4 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 100% of revenue deployed · 87.6% of spending went to programs
  • Governance: 4 of 5 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $23.2M in reported program spending
  • Leadership: top reported pay $658K · 12 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 4 contractors listed · $719K reported
  • Consistency: 38 of 38 current checks pass
  • Schedules: 10 filed schedules · includes major donors, foreign activity, grants, executive pay, and related organizations
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: 61 filed money-flow records
  • Related organizations: 56 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • High — Sustainability: Operating margin scored 0/100.
  • Moderate — Sustainability: Officer compensation ratio scored 35/100.