Altamed Foundation

Current Fiscal Year

Fiscal Year Start Date: January 1, 2026

Fiscal Year End Date: December 31, 2026

Projected Revenue: $27,305,000

Projected Expense: $27,305,000

990 Tax Form

Prior Three Years Total Revenue and Expense Totals

Not provided

Prior Three Years Revenue Sources

Not provided

Prior Three Years Expense Allocations by Type

Not provided

Prior Three Years Assets and Liabilities

Not provided

Short Term Solvency

Not provided

Long Term Solvency

Not provided

Endowment/Capital Campaigns

Endowment Value: $62,064,000

Spending Policy: As established in the AHSC Grant Agreement, distributions from AHSC’s endowment fund shall be made in accordance with Foundation’s endowment spending rate policy as annually approved by Foundation’s Board. Endowment fund distributions not expended in any given year may be: (i) accumulated and temporarily invested and used in subsequent years for the Restricted Purposes, or (ii) added to the principal of the endowment fund. The Foundation’s spending rate will be a maximum of 5%, annually, of the 36-month moving average of the fair market value of the endowment fund.1 This market value is calculated by taking an average of the fair market value of the endowment funds at the ending of the last three years or 12 quarters.2 (1) The duration and preservation of the endowment fund. (2) The purposes of the Foundation and the endowment fund.

Percentage: 5.0%

Are you currently in a Capital Campaign? Yes

Capital Campaign Purpose:
Raise endowment and operating funds to uplift our communities. The H.E.L.P. Campaign will strengthen prevention and early intervention, create more fair environments in which our patients live, help families avoid crises, and find innovative solutions. 

Campaign Goal: $110,000,000

Capital Campaign Start Date: January 1, 2022

Capital Campaign End Date: December 31, 2027

Capital Campaign Raised-to-Date Amount: $82,500,000