Civic Intelligence

Sacramento Mountains Foundation Inc

EIN 93-1921211 • 501(c)4 • Alamogordo, NM

Profile

The Sacramento Mountains Foundation is dedicated to enhancing the well-being and quality of life for the residents of Otero County. Our mission is rooted in forging strong, strategic partnerships with local nonprofits. By consistently identifying and addressing the evolving assets and opportunities in our community, by expanding the capacity of our local institutions and nonprofit partners, and by working together with our neighbors, we commit to nurturing a healthier, more vibrant Otero County for all.

2360 Indian Wells Road Suite CAlamogordo, NM 88310

sacmtns.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

28th percentile

0.17x

Higher debt load relative to revenue than 28% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Top Officer Pay

38th percentile

$371,713

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

$250M-$1B nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

Up

$268,650,741

Up $23,945,884 (+9.8%) from 2023

Liabilities

Up

$1,876,375

Up $1,734,639 (+1224%) from 2023

Net Assets

Up

$266,774,366

Up $22,211,245 (+9.1%) from 2023

Revenue

Down

$10,815,364

Down $235,845,696 (-96%) from 2023

Expenses

Up

$2,455,859

Up $357,920 (+17%) from 2023

Net Income

Down

$8,359,505

Down $236,203,616 (-97%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2023: $244,704,857Liabilities 2023: $141,736Net Assets 2023: $244,563,1212023Assets 2024: $268,650,741Liabilities 2024: $1,876,375Net Assets 2024: $266,774,3662024

Highlighted filing

2024

Assets$268,650,741
Liabilities$1,876,375
Net Assets$266,774,366

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300M$200M$100M$0Revenue 2023: $246,661,060Expenses 2023: $2,097,939Net Income 2023: $244,563,1212023Revenue 2024: $10,815,364Expenses 2024: $2,455,859Net Income 2024: $8,359,5052024

Highlighted filing

2024

Revenue$10,815,364
Expenses$2,455,859
Net Income$8,359,505

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.1
Gross Receipts
$43,881,061
Mission and Program Overview

Mission

The Sacramento Mountains Foundation is dedicated to enhancing the well-being and quality of life for the residents of Otero County. Our mission is rooted in forging strong, strategic partnerships with local nonprofits. By consistently identifying and addressing the evolving assets and opportunities in our community, by expanding the capacity of our local institutions and nonprofit partners, and by working together with our neighbors, we commit to nurturing a healthier, more vibrant Otero County for all.

To improve the quality of life of the residents of otero county, whether it be health-related, recreational, educational, or some other identified need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$242,088,351$226,213,059▼ $15,875,292
Investments in Publicly Traded Securities-$38,524,603-
Cash and Non-Interest-Bearing Accounts$2,470,085$1,404,154▼ $1,065,931
Land, Buildings, and Equipment, Net-$470,234-
Prepaid Expenses and Deferred Charges$145,871$180,175▲ $34,304
Accounts Receivable$550$0▼ $550
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors-$0-
Total Assets$244,704,857$268,650,741▲ $23,945,884
Other Assets Total$0$1,858,516▲ $1,858,516
Liabilities
Escrow Account Liability-$1,858,516-
Accounts Payable and Accrued Expenses$141,736$17,859▼ $123,877
Other Liabilities$0$0→ $0
Total Liabilities$141,736$1,876,375▲ $1,734,639
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$244,563,121$266,774,366▲ $22,211,245
Total Net Assets Fund Balance$244,563,121$266,774,366▲ $22,211,245
Total Liabilities and Net Assets / Fund Balance$244,704,857$268,650,741▲ $23,945,884

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$364,958$11,837$376,795
Equipment$81,061$2,629$83,690
Buildings$24,215$785$25,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John D WheelerExecutive DirectorFT$299,575$72,138$371,713
Mary Ann MaytonChief of OperationsFT$117,303$4,106$121,409
Norm ArnoldChairman of the BoardPT$50,000$15$50,015
Lilie LewisBoard Member (as of 01/2024)-$44,363$1,980$46,343
Rex WilsonVice Chairman of the Board-$36,000$2,963$38,963
William MaytonSecretary/treasurer-$36,000$2,962$38,962
Andrew LancasterBoard Member-$24,000$1,980$25,980
Polly HickmanBoard Member-$24,000$1,980$25,980
Robert MartinezBoard Member-$24,000$1,980$25,980
Julie GrinderBoard Member-$18,000$1,489$19,489
Kathy FullerBoard Member-$8,000$670$8,670

Highest Paid Contractors

ContractorServicesLocationCompensation
Cambridge Associates LLCInvestment Portfolio Management115 FEDERAL STREET, SUITE 2600, Boston, MA 02110$629,909
Revenue and Support

Revenue Composition

Contributions and Grants
$1,126,553
Program Service Revenue
$0
Investment Income
$9,688,811
Other Revenue
$0
All Other Contributions
$1,126,553
Change in Net Assets
$8,359,505

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,968,148
Revenue Not Reported on Financial Statements
$847,216
Revenue Not Reported on Form 990
$13,557,352
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$23,525,500
Total Revenue per Form 990
$10,815,364
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,150,991
Salaries, Compensation, and Employee Benefits$896,544
Grants and Similar Amounts Paid$408,324
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$847,216-$847,216
Current Officers, Directors, Trustees, and Key Employees$169,094$604,410-$773,504
Grants to Domestic Orgs$408,324--$408,324
Fees for Services Accounting-$91,223-$91,223
Other Salaries and Wages$48,307$18,816-$67,123
Conferences and Meetings$27,926$15,691-$43,617
Payroll Taxes$11,192$21,435-$32,627
Office Expenses-$32,408-$32,408
Fees for Services Other$0$27,725$0$27,725
Other Employee Benefits$5,854$15,913-$21,767
Occupancy-$20,886-$20,886
Depreciation Depletion-$15,251-$15,251
Travel$5,458$6,987-$12,445
Information Technology$4,772$6,781-$11,553
Fees for Services Legal-$10,155-$10,155
Insurance-$9,877-$9,877
Advertising-$7,802-$7,802
Other Expenses$2,090$2,525$0$2,525
Pension Plan Contributions$1,523--$1,523
Interest-$91-$91
Total Functional Expenses$687,298$1,768,561$0$2,455,859

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,455,859
Expenses per Audited Statements$1,608,643
Total Expenses per Audited Statements$1,608,643
Expenses Not Reported on Financial Statements$847,216
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Big Brothers Big SistersAlamogordo, NM501(c)3Educational & Youth Dev.$99,491
Alamogordo Public SchoolsAlamogordo, NMGovtEducational & Youth Dev.$42,261
MaingateAlamogordo, NM501(c)4Community Enrichment$41,559
The Counseling CenterAlamogordo, NM501(c)3Educational & Youth Dev.$28,680
New Mexico State FairAlbuquerque, NMGovtCommunity Enrichment$24,570
Flickinger CenterAlamogordo, NM501(c)3Community Enrichment$20,000
Kids IncAlamogordo, NM501(c)3Health & Wellness$20,000
Jornada Research InstituteTularosa, NM501(c)3Community Enrichment$19,017
The Base OteroAlamogordo, NM501(c)3Educational & Youth Dev.$15,500
Otero County Hospital AssociationAlamogordo, NM501(c)3Otero County Health Srvcs$13,500
Runners RefugeAlamogordo, NM501(c)3Community Enrichment$9,035
First Robotics New Mexico IncTularosa, NM501(c)3Educational & Youth Dev.$8,449
New Mexico Rails to TrailsCloudcroft, NM501(c)3Community Enrichment$7,500
City of AlamogordoAlamogordo, NMGovtCommunity Enrichment-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 12C

Upon election to the Board of Trustees, and thereafter on an annual basis, each Trustee shall disclose in writing, to the best of his or her knowledge, all Financial Interests that such Trustee may have in any corporation, trust, organization, partnership or other entity that provides professional or other goods or services to the Corporation for a fee or other compensation, and any position or other material relationship such Trustee may have with any not-for-profit corporation or trust with which the Corporation has a transaction or arrangement or with which the Corporation is negotiating a transaction or arrangement. A copy of each disclosure statement shall be available to any Trustee of the Corporation upon request. The Board reviews the conflict of interest policy annually at a board meeting. Monitoring of each transaction is done and a list of transactions which have a potential conflict is kept. After a disclosure of a Financial Interest and all other material facts, and after discussion with the Interested Person, the disinterested members of the Board of Trustees shall determine whether a conflict of interest exists. If the Board of Trustees (or appropriate Board-designated committee) determines that a conflict of interest exists with respect to a proposed transaction or arrangement the Trustee(s) having a conflict of interest may make a presentation to the Board of Trustees (or appropriate Board-designated committee) at a regular or special meeting, but after the presentation shall leave the meeting during the discussion of, and vote on, such transaction or arrangement. If there is reasonable cause to believe an Authorized Representative has failed to disclose his Financial Interest in any transaction or arrangement of the Corporation, the Board of Trustees shall inform such Authorized Representative of the basis for such belief and afford such Authorized Representative an opportunity to explain the alleged failure to disclose. If, after hearing such Authorized Representative's response and after making further investigation as warranted by circumstances, the Board of Trustees determines that such Authorized Representative has failed to disclose a Financial Interest, it shall take appropriate disciplinary and corrective action.

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

Mary Ann Mayton - Family relationship, William Mayton - Family relationship

Form 990, Part VI, Line 11B Review of form 990 by governing body

All board members will receive a copy of the form 990 to review before the return is filed with the irs.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

The organization evaluates the performance of officers and employees annually. Compensation adjustments are recommended to the board for review and approval.

Form 990, Part VI, Line 15B Process to establish compensation of other employees

The organization evaluates the performance of officers and employees annually. Compensation adjustments are recommended to the board for review and approval.

Form 990, Part VI, Line 19 Required documents available to the public

No governing documents are available to the public.

Filing and Contact Details

Filer

Filer Name
Sacramento Mountains Foundation Inc
EIN
93-1921211
Phone
5754797435
Address
2360 Indian Wells Road Suite C, Alamogordo, NM 88310

Signing Officer

Name
John D Wheeler
Title
Executive Director
Phone
5754797435
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
2023
Legal Domicile
De
Voting Board Members
9
Independent Board Members
1
Employees
5
Volunteers
0

Preparer

Firm
Bdo USA
Address
8001 FORSYTH BLVD STE 900, ST LOUIS, MO 63105
Preparer
Kimberly Tortora
Phone
3148891100
Supplemental Narrative

Financial Statement Notes

Schedule D, Part IV, Line 2B Explanation of escrow agreement

As part of the sale of the Hospital to CHRISTUS Health, a contingent receipts fund to be held by an escrow agent was established to receive any funds recovered from a previous Hospital funding claim with the Federal Emergency Management Agency (FEMA) and litigation against third-party insurers for short-payment of claims. At the end of seven years, any proceeds remaining within the contingent receipts fund will be distributed 50% to the Foundation and 50% to CHRISTUS Health. The balance in the escrow fund as of December 31, 2024 was $1,858,516. The escrow account is in the name of the Foundation.

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

The Organization is exempt from federal and state income taxes on related income under Section 501(c)(4) of the Code and similar state law. GAAP requires management to evaluate tax positions taken by the Foundation and recognize a tax liability if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management is not aware of any uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompany financial statements. The Foundation is required to file Federal Form 990, Return of Organization Exempt from Income Tax, which is an informational return only. The Foundation has not filed its federal tax return for the period through December 31, 2024. Tax returns are generally open to examination by the relevant taxing authority for a period of three years from the later of the date the return was filed or its due date (including approved extensions).

Raw XML AppendixShowing 400 of 636 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0141736
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt017859
IRS990/AccountsReceivableGrp/BOYAmt0550
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO IMPROVE THE QUALITY OF LIFE OF THE RESIDENTS OF OTERO COUNTY, WHETHER IT BE HEALTH-RELATED, RECREATIONAL, EDUCATIONAL, OR SOME OTHER IDENTIFIED NEED.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt07802
IRS990/AdvertisingGrp/TotalAmt07802
IRS990/AllOtherContributionsAmt01126553
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum05754797435
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02360 INDIAN WELLS ROAD SUITE C
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALAMOGORDO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990/BooksInCareOfDetail/USAddress/ZIPCd088310
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02470085
IRS990/CashNonInterestBearingGrp/EOYAmt01404154
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0604410
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0169094
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0773504
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt015691
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt027926
IRS990/ConferencesMeetingsGrp/TotalAmt043617
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0629909
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0115 FEDERAL STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt0SUITE 2600
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BOSTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd002110
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0CAMBRIDGE ASSOCIATES LLC
IRS990/ContractorCompensationGrp/ServicesDesc0INVESTMENT PORTFOLIO MANAGEMENT
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01126553
IRS990/CYGrantsAndSimilarPaidAmt0408324
IRS990/CYInvestmentIncomeAmt09688811
IRS990/CYOtherExpensesAmt01150991
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt08359505
IRS990/CYSalariesCompEmpBnftPaidAmt0896544
IRS990/CYTotalExpensesAmt02455859
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010815364
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt015251
IRS990/DepreciationDepletionGrp/TotalAmt015251
IRS990/Desc0TO IMPROVE THE QUALITY OF LIFE OF THE RESIDENTS OF OTERO COUNTY.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/EscrowAccountLiabilityGrp/EOYAmt01858516
IRS990/ExpenseAmt0687298
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt091223
IRS990/FeesForServicesAccountingGrp/TotalAmt091223
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt010155
IRS990/FeesForServicesLegalGrp/TotalAmt010155
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt027725
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt027725
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0847216
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0847216
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt015
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt12963
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt22962
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt31980
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt41489
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt5670
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt61980
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt71980
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt81980
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt912138
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt104106
IRS990/Form990PartVIISectionAGrp/PersonNm0NORM ARNOLD
IRS990/Form990PartVIISectionAGrp/PersonNm1REX WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM MAYTON
IRS990/Form990PartVIISectionAGrp/PersonNm3ANDREW LANCASTER
IRS990/Form990PartVIISectionAGrp/PersonNm4JULIE GRINDER
IRS990/Form990PartVIISectionAGrp/PersonNm5KATHY FULLER
IRS990/Form990PartVIISectionAGrp/PersonNm6LILIE LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm7POLLY HICKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN D WHEELER
IRS990/Form990PartVIISectionAGrp/PersonNm10MARY ANN MAYTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt050000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt136000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt236000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt324000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt418000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt58000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt644363
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt724000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt824000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9359575
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10117303
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER (AS OF 01/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF OF OPERATIONS
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02023
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt01334177
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0408324
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0408324
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0408324
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt034399874
IRS990/GrossReceiptsAmt043881061
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06781
IRS990/InformationTechnologyGrp/ProgramServicesAmt04772
IRS990/InformationTechnologyGrp/TotalAmt011553
IRS990/InsuranceGrp/ManagementAndGeneralAmt09877
IRS990/InsuranceGrp/TotalAmt09877
IRS990/InterestGrp/ManagementAndGeneralAmt091
IRS990/InterestGrp/TotalAmt091
IRS990/InvestmentIncomeGrp/ExclusionAmt08354634
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08354634
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt038524603
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015251
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0470234
IRS990/LandBldgEquipCostOrOtherBssAmt0485485
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt033065697
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0THE SACRAMENTO MOUNTAINS FOUNDATION IS DEDICATED TO ENHANCING THE WELL-BEING AND QUALITY OF LIFE FOR THE RESIDENTS OF OTERO COUNTY. OUR MISSION IS ROOTED IN FORGING STRONG, STRATEGIC PARTNERSHIPS WITH LOCAL NONPROFITS. BY CONSISTENTLY IDENTIFYING AND ADDRESSING THE EVOLVING ASSETS AND OPPORTUNITIES IN OUR COMMUNITY, BY EXPANDING THE CAPACITY OF OUR LOCAL INSTITUTIONS AND NONPROFIT PARTNERS, AND BY WORKING TOGETHER WITH OUR NEIGHBORS, WE COMMIT TO NURTURING A HEALTHIER, MORE VIBRANT OTERO COUNTY FOR ALL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0244563121
IRS990/NetAssetsOrFundBalancesEOYAmt0266774366
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01334177
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01334177
IRS990/NetUnrlzdGainsLossesInvstAmt013557352
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0244563121
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0266774366
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt020886
IRS990/OccupancyGrp/TotalAmt020886
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt032408
IRS990/OfficeExpensesGrp/TotalAmt032408
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt01858516
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt015913
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05854
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021767
IRS990/OtherExpensesGrp/Desc0Other
IRS990/OtherExpensesGrp/Desc1MEALS EXPENSES
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07109
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16260
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22525
IRS990/OtherExpensesGrp/ProgramServicesAmt02758
IRS990/OtherExpensesGrp/ProgramServicesAmt12090
IRS990/OtherExpensesGrp/TotalAmt09867
IRS990/OtherExpensesGrp/TotalAmt18350
IRS990/OtherExpensesGrp/TotalAmt22525
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018816
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt048307
IRS990/OtherSalariesAndWagesGrp/TotalAmt067123
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021435
IRS990/PayrollTaxesGrp/ProgramServicesAmt011192
IRS990/PayrollTaxesGrp/TotalAmt032627
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01523
IRS990/PensionPlanContributionsGrp/TotalAmt01523
IRS990/PoliciesReferenceChaptersInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0145871
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0180175
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0John D Wheeler
IRS990/PriorPeriodAdjustmentsAmt0294388
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0240183958
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01506783
IRS990/PYInvestmentIncomeAmt06477102
IRS990/PYOtherExpensesAmt0399973
IRS990/PYOtherRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0244563121
IRS990/PYSalariesCompEmpBnftPaidAmt0191183
IRS990/PYTotalExpensesAmt02097939
IRS990/PYTotalRevenueAmt0246661060
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt08359505
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0242088351
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0226213059
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt024215
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0785
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt025000
IRS990ScheduleD/EquipmentGrp/BookValueAmt081061
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02629
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt083690
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0847216
IRS990ScheduleD/ExpensesSubtotalAmt01608643
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0847216
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0847216
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0364958
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt011837
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0376795
IRS990ScheduleD/NetUnrealizedGainsInvstAmt013557352
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/RevenueNotReportedAmt013557352
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0847216
IRS990ScheduleD/RevenueSubtotalAmt09968148
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0As part of the sale of the Hospital to CHRISTUS Health, a contingent receipts fund to be held by an escrow agent was established to receive any funds recovered from a previous Hospital funding claim with the Federal Emergency Management Agency (FEMA) and litigation against third-party insurers for short-payment of claims. At the end of seven years, any proceeds remaining within the contingent receipts fund will be distributed 50% to the Foundation and 50% to CHRISTUS Health. The balance in the escrow fund as of December 31, 2024 was $1,858,516. The escrow account is in the name of the Foundation.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Organization is exempt from federal and state income taxes on related income under Section 501(c)(4) of the Code and similar state law. GAAP requires management to evaluate tax positions taken by the Foundation and recognize a tax liability if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management is not aware of any uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompany financial statements. The Foundation is required to file Federal Form 990, Return of Organization Exempt from Income Tax, which is an informational return only. The Foundation has not filed its federal tax return for the period through December 31, 2024. Tax returns are generally open to examination by the relevant taxing authority for a period of three years from the later of the date the return was filed or its due date (including approved extensions).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part IV, Line 2b Explanation of escrow agreement
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0470234
IRS990ScheduleD/TotalExpensesPerForm990Amt02455859
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt010815364
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt023525500
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01608643
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt099491
IRS990ScheduleI/RecipientTable/CashGrantAmt141559
IRS990ScheduleI/RecipientTable/CashGrantAmt228680
IRS990ScheduleI/RecipientTable/CashGrantAmt324570
IRS990ScheduleI/RecipientTable/CashGrantAmt420000
IRS990ScheduleI/RecipientTable/CashGrantAmt520000
IRS990ScheduleI/RecipientTable/CashGrantAmt619017
IRS990ScheduleI/RecipientTable/CashGrantAmt715500
IRS990ScheduleI/RecipientTable/CashGrantAmt813500
IRS990ScheduleI/RecipientTable/CashGrantAmt99035
IRS990ScheduleI/RecipientTable/CashGrantAmt108449
IRS990ScheduleI/RecipientTable/CashGrantAmt117500
IRS990ScheduleI/RecipientTable/CashGrantAmt1242261
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)4
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3GOVT
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc12GOVT
IRS990ScheduleI/RecipientTable/IRCSectionDesc13GOVT
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt034825
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0SCOREBOARDS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL & YOUTH DEV.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1COMMUNITY ENRICHMENT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.