Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
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(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMMITTEE THAT CONSISTS OF THE OFFICERS OF THE BOARD AND ONE OTHER DIRECTOR. THE EXECUTIVE COMMITTEE ACTS AS THE LIAISON WITH THE CEO; SETS THE AGENDA FOR MEETINGS OF THE BOARD OF DIRECTORS; ADVISES AND ASSISTS THE BOARD IN MATTERS RELATED TO THE SELECTION, EVALUATION, AND TERMINATION OR DISMISSAL OF THE CEO AND THE COMPLIANCE OFFICER; AND ADVISES AND ASSISTS THE BOARD IN POLICIES AND MATTERS RELATED TO PERSONNEL AND HUMAN RESOURCES, EXCEPT THOSE RELATED TO EMPLOYEE COMPENSATION AND SALARY AND BENEFITS SCALES. THE BOARD MAY, FROM TIME TO TIME, SPECIFY MATTERS ON WHICH THE EXECUTIVE COMMITTEE MAY ACT BETWEEN MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE RECORDS ALL ACTIONS TAKEN AND REPORTS BACK TO THE BOARD AT ITS NEXT REGULAR MEETING. THE BOARD MAY NOT DELEGATE ANY OF THE FOLLOWING MATTERS TO THE EXECUTIVE COMMITTEE: AMENDING, ALTERING OR REPEALING THE BYLAWS; ELECTING, APPOINTING OR REMOVING ANY MEMBER OF ANY COMMITTEE OR ANY DIRECTOR OR OFFICER; AMENDING OR RESTATING THE ARTICLES OF INCORPORATION; ADOPTING A PLAN OF MERGER OR A PLAN OF CONSOLIDATION; AUTHORIZING THE SALE, LEASE, EXCHANGE OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S PROPERTY AND ASSETS; AUTHORIZING THE VOLUNTARY DISSOLUTION OF THE ORGANIZATION OR REVOKING PROCEEDINGS THEREOF; ADOPTING A PLAN FOR THE DISTRIBUTION OF THE ORGANIZATION'S ASSETS; OR AMENDING, ALTERING OR REPEALING ANY RESOLUTION OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 3 | LA FAMILIA MEDICAL CENTER HIRED MODY LLC TO PROVIDE INTERIM CFO SERVICES. THROUGH THIS AGREEMENT PURVI MODY WAS COMPENSATED. THE TOTAL AMOUNT PAID TO MODY LLC WAS $181,309 DURING FISCAL YEAR END 6/30/2024. LA FAMILIA MEDICAL CENTER HIRED COMMUNITY LINK CONSULTING TO PROVIDE FINANCIAL SUPPORT AND INTERIM CHIEF FINANCIAL OFFICER SERVICES. THROUGH THIS AGREEMENT MEG TAYLOR WAS COMPENSATED. TOTAL EXPENSES INCURRED THROUGH THIS AGREEMENT DURING FISCAL YEAR 6/30/24 WAS $114,788. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE FOLLOWING REQUIREMENT WAS REMOVED FROM THE BYLAWS: FOLLOWING COMPLETION OF A THIRD CONSECUTIVE TERM, A DIRECTOR MAY NOT BE CONSIDERED FOR ACTIVE BOARD MEMBERSHIP UNTIL A MINIMUM OF ONE YEAR HAS ELAPSED SINCE THE COMPLETION OF THE DIRECTOR'S PREVIOUS TERM. THE FOLLOWING WAS ADDED TO THE BYLAWS: UPON COMPLETION OF TWO CONSECUTIVE FULL TERMS AS PRESIDENT AND AT THE REQUEST OF THE BOARD, THE PRESIDENT MAY HOLD THE OFFICE OF PAST PRESIDENT FOR A TERM NOT EXCEEDING TWO YEARS, DURING WHICH THE PAST PRESIDENT SHALL SERVE ON THE EXECUTIVE COMMITTEE AND UNDERTAKE SUCH OTHER DUTIES AND RESPONSIBILITIES AS THE PRESIDENT OR THE BOARD MAY REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY A THIRD PARTY PREPARER. IT WAS THEN REVIEWED BY THE CEO AND FINANCE DIRECTOR OF THE ORGANIZATION WITH A SECONDARY REVIEW BEING DONE BY THE FINANCE COMMITTEE. IT WAS THEN DISTRIBUTED TO THE BOARD OF DIRECTORS FOR A FINAL REVIEW AND APPROVAL BY THE BOARD PRIOR TO BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS AND SUCH MANAGEMENT PERSONNEL AS MAY BE DESIGNATED BY THE BOARD MUST SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT AT THE TIME OF ELECTION OR EMPLOYMENT, AND ANNUALLY THEREAFTER, DISCLOSING ANY SITUATION IN WHICH THEY ARE INVOLVED WHICH COULD BE CONSTRUED AS PLACING THEM IN A POSITION OF HAVING A CONFLICT OF INTEREST WITH LA FAMILIA MEDICAL CENTER AS A CORPORATE ENTITY. IN THE EXERCISE OF VOTING RIGHTS BY THE BOARD OF DIRECTORS OF THE CORPORATION, NO INDIVIDUAL MAY VOTE ON ANY ISSUE, MOTION OR RESOLUTION WHICH INURES TO HIS/HER BENEFIT OR HIS/HER IMMEDIATE FAMILY'S BENEFIT, FINANCIALLY OR OTHERWISE, EXCEPT THAT SAID INDIVIDUAL MAY BE COUNTED IN ORDER TO ESTABLISH A QUORUM AND MAY PARTICIPATE, AT THE DISCRETION OF THE REMAINING DIRECTORS THERE PRESENT, IN THE DISCUSSION OF SUCH ISSUE, MOTION OR RESOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS CONDUCTS THE CEO'S REVIEW. THE CEO PERFORMS THE SALARY REVIEWS FOR ALL OTHER OFFICERS AND PROGRAM MANAGERS. THE COMPENSATION IS BASED ON EXPERIENCE AND MARKET DATA FOR COMPARABLE POSITIONS IN THE REGION. DOCUMENTATION AND DELIBERATION OF THE DECISION IS DOCUMENTED IN THE BOARD MINUTES. THIS PROCESS WAS LAST COMPLETED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORMS 990 ARE AVAILABLE UPON REQUEST, THE ORGANIZATION'S OWN WEBSITE, ONLINE AT WWW.GUIDESTAR.ORG AND ON THE NEW MEXICO ATTORNEY GENERAL'S WEBSITE. THE ORGANIZATION'S FORM 1023 IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | LA FAMILIA MEDICAL CENTER INCLUDES THE YEAR-END AUDITED FINANCIAL STATEMENTS ON ITS WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AT THE ADMINISTRATION BUILDING. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,909,295. MANAGEMENT AND GENERAL EXPENSES 990,793. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,900,088. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY SANTA FE COMMUNITY FDTN. 2,316. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
| Software ID: | |
| Software Version: |