Southwest Health Foundation
Support of presbyterian healthcare services (PHS), a related non-profit healthcare system serving communities throughout New Mexico and investment of resources for use in PHS' charitable mission.
Southwest Health Foundation at a glance
- Total assets
- $159,299,372
- -1.4% vs 2023
- Revenue (2024)
- $-2,272,019
- -659.4% vs 2023
- Net investment income (2024)
- $-2,272,019
- -659.4% vs 2023
- Expenses (2024)
- $56,556
- -86.1% vs 2023
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Southwest Health Foundation funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was in the $1–5M range: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $185K (2023) to $4.8M (2021). In 2023 it reported $185K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Presbyterian Healthcare Services Albuquerque, NM | Support of Parent | $4,798,188 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $159,299,372 | $-2,272,019 | $56,556 | — | — | $-2,272,019 |
| 2023 | $161,627,947 | $406,137 | $406,137 | $185,119 | Total only | $406,137 |
| 2022 | $161,442,828 | — | $160,338 | — | — | — |
| 2021 | $162,038,290 | $4,372,960 | $4,372,960 | $4,798,188 | 1 | $4,372,960 |
| 2020 | $157,715,016 | $2,589,705 | $2,589,705 | $2,923,599 | 1 | $2,589,705 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Southwest Health Foundation
Based on IRS filings
Southwest Health Foundation is a public charity focused on Health, based in Albuquerque, NM. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $159.3M in total assets.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Southwest Health Foundation is led by Dale Maxwell, CEO & Director [term: ] since 2024 (on filings since 2020); none of the 18 officers listed in 2024 report compensation.
Officers on the 2024 filing
Dale Maxwell
CEO & Director [term: ]
President, CEO & Director → CEO & Director [term: ], 2024
On filings since 2020
1 hr/week
No compensation reported
Rishi Sikka MD
President & Director
Director → President & Director, 2024
On filings since 2020
1 hr/week
No compensation reported
Lauren M. Cates
President - Shf
President → President - Shf, 2024
On filings since 2023
1 hr/week
No compensation reported
Angela Gallegas-Macias MD
Director
On filings since 2020
1 hr/week
No compensation reported
Cynthia Schultz
Director
On filings since 2020
1 hr/week
No compensation reported
Kirby Jefferson
Director
Chair → Director, 2021
On filings since 2020
1 hr/week
No compensation reported
Leslie Hoffman
Director
On filings since 2020
1 hr/week
No compensation reported
Barbara Balik RN EdD
Director
On filings since 2021
1 hr/week
No compensation reported
Norman Becker
Director
On filings since 2021
1 hr/week
No compensation reported
Marjorie Bessel MD
Director
On filings since 2022
1 hr/week
No compensation reported
Teresa Kline
Director
On filings since 2022
1 hr/week
No compensation reported
Gayle Dine'chacon MD
Director [term: ]
Director → Director [term: ], 2024
On filings since 2023
1 hr/week
No compensation reported
Elisabeth Eden
Director
New on the 2024 filing
1 hr/week
No compensation reported
Lee Sacks MD
Director
New on the 2024 filing
1 hr/week
No compensation reported
Thomas Briones
Director
New on the 2024 filing
1 hr/week
No compensation reported
Thomas Wise
Director
New on the 2024 filing
1 hr/week
No compensation reported
James Noble
Treasurer
CFO → CFO & Treasurer, 2021
CFO & Treasurer → Treasurer, 2024
On filings since 2020
1 hr/week
No compensation reported
Ryan Burt
Secretary
General Counsel & Secretary → Secretary, 2024
On filings since 2020
1 hr/week
No compensation reported
Former officers (10)
- Former: Aaron C. Martin (2020–2023) — Director
- Former: Donna Garcia (2020–2023) — Former CFO & Treasurer
- Former: Jason Harrington (2020–2023) — Director
- Former: Frank Figueroa (2020–2022) — Director
- Former: Gayle Chacon (2022) — Director
- Former: Jennifer S. Thomas (2020–2021) — Director
- Former: Michael Archibeck MD (2020–2021) — Director
- Former: Roger A. Larsen (2020–2021) — Former CFO & Treasurer
- Former: Sandra Begay (2020–2021) — Director
- Former: Norm Becker (2020) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Southwest Health Foundation
How large is Southwest Health Foundation?
Southwest Health Foundation reported $159.3M in total assets on its 2024 IRS Form 990.
What is Southwest Health Foundation?
Southwest Health Foundation is a public charity focused on Health, based in Albuquerque, NM. It holds $159.3M in total assets as of 2024.
Where does Southwest Health Foundation operate?
Southwest Health Foundation has awarded grants in New Mexico.
What is Southwest Health Foundation's EIN?
Southwest Health Foundation's EIN (Employer Identification Number) is 85-0289728. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 14, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS October 12, 2022)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 14, 2024)
- IRS filings on file for fiscal years 2020–2024
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Southwest Health Foundation down — hundreds of funders to go?