Anchorum

Nonprofit profile at a glance

EIN
261592592
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024, Form 990-T 2024
Location
Santa Fe, NM, US
Phone
505.989.3336
Rating
64
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Single Organization Support

Official website

Reported finances

Revenue
$24,307,485
Expenses
$7,204,627
Assets
$371,017,579
Liabilities
$366,876,080

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

Leadership & pay

7 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 CRYSLER (CHIEF FINANCIAL OFFICER): $347,088 total reported compensation
  • FRANTZ MELIO (VICE PRESIDENT OF HEALTH STRATEGIES): $317,393 total reported compensation

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

Overview

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. Anchorum Health Foundation is dedicated to improving the conditions that are the most influential on the health of communities and people in our region. We are proud to offer employees a comprehensive benefits package that is focused on their physical, mental, and financial well-being. We invite you to help us weave a healthier community, together.

What it reported doing in 2024

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, a nonprofit community hospital. Christus st. Vincent serves the community of santa fe as well as much of northern New Mexico. Physicians plaza has several key clinical specialties and lab services and is located on the campus of christus st vincent. Plaza entrada houses the premier cancer treatment center for northern New Mexico and an x-ray lab located off campus from the hospital. Rodeo park houses orthopaedic, physical therapy, and sports medicine clinics. Anchorum st. Vincent sold the two program related office buildings to christus st. Vincent regional medical center on may 30, 2025.

Operating model

Revenue model
Other-operating. 91% of the money available for current operations came from other operating revenue.
Distribution model
Hybrid. The nonprofit split its reported program spending across 78% for direct work, and 22% for grants.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and the filing reports few safeguards for money sent abroad.

Rating breakdown

  • Financial Efficiency: 46
  • Transparency & Controls: 67
  • Accountability: 84
  • Sustainability: 84
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 33.5%; rating input score 33
  • Program expense ratio: 82.1%; rating input score 82
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd 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: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 80%; rating input score 80; 16th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 70.4%; rating input score 97; 97th percentile among comparable filings
  • Total-asset coverage ratio: 51.5; rating input score 99; 99th percentile among comparable filings
  • Liabilities to assets ratio: 0.99; rating input score 6; 6th percentile among comparable filings
  • Officer compensation ratio: 2.4%; rating input score 73; 73rd percentile among comparable filings

Growth

  • Program expense growth: 36.6% per year; rating input score 100; 97th percentile among comparable filings
  • Revenue growth: 21% per year; rating input score 100; 93rd percentile among comparable filings
  • Asset growth: 9.3% per year; rating input score 100; 62nd percentile among comparable filings

Details

  • What they do: 1 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 33.5% of revenue deployed · 82.1% of spending went to programs
  • Governance: 4 of 5 board members independent · 8 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $5.9M in reported program spending
  • Leadership: top reported pay $658K · 7 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $724K reported
  • Consistency: 32 of 32 current checks pass
  • Schedules: 7 filed schedules · includes foreign activity, grants, and executive pay
  • Filing history: 11 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 10 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 33/100.
  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • High — Sustainability: Liabilities to assets ratio scored 6/100.