Sunrise Clinics FY2024 filing

Tax-deductible

Santa Rosa, NM501(c)(3)Since 2019HospitalsEIN 84-4037419Revenue $15.1M in FY2024

On file with the IRSsunriseclinicsnm.org117 Camino De Vida Ste 300, 88435-2267 · Santa Rosa, NMTax-exempt since Jun 2020Hospital or medical research org — 170(b)(1)(A)(iii)

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Sunrise Clinics operates primary care Clinics in rural communities in new mexico. These Clinics either directly or through contractual arrangements provide medical care, behavioral health care, dental care, and vision care to medically underserved populations. The population served in each clinic includes patients who are medically indigent or who have financial obstacles that limit their access to care.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$2.1M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $353K a year · 3% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.1M
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.8 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $98K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$4.1M
79% of total assets
Worth a look: liabilities are 79% of assets; over 65%.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$15.1M
+22% vs prior year
Spent
$14.6M
To programs
89%
Net assets
$1.1M
By yearFY2020–FY2025
Revenue
$15.1M
FY2024▲ +22%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.1M
FY2021$6.6M
FY2022$9.7M
FY2023$12.4M
FY2024$15.1M
FY2025$18.9M
Expenses
$14.6M
FY2024▲ +26%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.1M
FY2021$6.7M
FY2022$8.9M
FY2023$11.6M
FY2024$14.6M
FY2025$17.9M
Net assets
$1.1M
FY2024▲ +113%
Tap a bar for its year
Net assets by fiscal year
FY2020−$927K
FY2021−$1.1M
FY2022−$308K
FY2023$516K
FY2024$1.1M
FY2025$2.1M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2020.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $12.9M Management & general 11% · $1.6M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

21 people listed on the 990; $2.1M paid to officers and key staff.

Part VII, Section A · reportable compensation
$300,000Pt VII · Sec A
Medical Doct
$278,695Pt VII · Sec A
Medical Doct
$278,053Pt VII · Sec A
Medical Doct
$250,846Pt VII · Sec A
Medical Doct
$250,193Pt VII · Sec A
Medical Doct
$232,243Pt VII · Sec A
$211,923Pt VII · Sec A
$115,769Pt VII · Sec A

David Phillips’s $328K as Medical Doct is at the 52nd percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
David Phillips$328,361$250,193$230,950$203,107——
Randal W Brown$299,934$300,000$300,000$249,077$204,218—
Jesus a Tafoya$275,225$278,053$300,000$261,489$269,493$167,308
James Gonzales—$250,846$195,000$300,000$300,000—
Haily Wallace$278,596$278,695$280,000$278,603$278,856$172,308
Johanna Georgilas$257,353$211,923$175,192———
Timothy W Overton$218,034$232,243$230,950$222,858——
Greg Stuart—$106,554$197,600$198,600$197,600$107,958

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides medical and mental health services to New Mexico communities.

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Provided by the organization

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1 program · $12.9M · in their own filed words · FY2024
01

Primary care services include adult and pediatric primary care, diabetes management and education, and immunizations. The population served in each clinic includes patients who are medically indigent or who have financial obstacles that limit their access to care.

$12.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 4 funders →
Grants paid · 1 grant · $15K · 2020–2020

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$15.1M
Ln 12
Fees for servicesLn 2g$14.7M
Gifts and grantsLn 1h$491K
Investment incomeLn 3$4K
Money outPt IX
$14.6M
Ln 25
Programscol B$12.9M
Managementcol C$1.6M
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$929K
Total assetsLn 16$5.2M
LiabilitiesLn 26$4.1M
PeoplePt VI, VII
21
listed · VII A
PaidVII A10
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$491K
Government grantsLn 1e$491K
Fees for servicesLn 2g$14.7M
Investment incomeLn 3$4K
Total revenueLn 12$15.1M
Assets in detailPt X, end of year
CashLn 1$929K
Cash and savings togetherLn 1–2$929K
Land, buildings, equipmentLn 10c$2.1M
Other assetsLn 15$1.3M
Total assetsLn 16$5.2M
LiabilitiesLn 26$4.1M
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 5140
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$177K$929K
Land, buildings, equipmentLn 10c$2.2M$2.1M
Total assetsLn 16$3.8M$5.2M
LiabilitiesLn 26$3.3M$4.1M
Net assetsLn 32$516K$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$7.7M$7.0M$695K
Pension plan contributionsLn 8$171K$155K$15K
Other employee benefitsLn 9$538K$490K$48K
Payroll taxesLn 10$567K$516K$51K
Accounting feesLn 11c$186K$115K$71K
Advertising and promotionLn 12$36K$22K$14K
TravelLn 17$81K$50K$31K
Conferences, conventions and meetingsLn 19$24K$12K$12K
InterestLn 20$196K$196K
Depreciation, depletion and amortizationLn 22$119K$119K
InsuranceLn 23$158K$90K$68K
Other expenses (24a–d)Ln 24$4.2M$3.9M$285K
All other expensesLn 24e$603K$446K$157K
Total functional expensesLn 25$14.6M$12.9M$1.6M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $18.9M$17.9M$1.0M$2.1M 990 PDF
FY2024 Viewing $15.1M$14.6M$580K$1.1M 990 PDF
FY2023 $12.4M$11.6M$824K$516K 990 PDF
FY2022 $9.7M$8.9M$761K−$308K 990 PDF
FY2021 $6.6M$6.7M−$142K−$1.1M 990 PDF
FY2020 $2.1M$3.1M−$927K−$927K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $15,147,247 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $767,375$491,243
I-9 Program service revenuePrior year $11,648,829$14,652,365
I-10 Investment income$3,639
I-11 Other revenue$0
I-12 Total revenuePrior year $12,416,204$15,147,247
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $7,225,009$9,000,613
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $4,367,389$5,566,321
I-18 Total expensesPrior year $11,592,398$14,566,934
I-19 Revenue less expensesPrior year $823,806$580,313
Part VI · Governance 11 of 11 board members independent, 3 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $15,147,247 across 5 lines filed
Lines not itemized here account for $30,640 of total revenue; see the IRS return.
VIII-1e Government grants$491,243
VIII-1h Total contributions, gifts and grants$491,243
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $14,621,725$14,621,725
VIII-3 Investment incomeExcluded from tax $3,639$3,639
VIII-12 Total revenueRelated to mission $14,652,365 · Excluded from tax $3,639$15,147,247
Part IX · Statement of functional expenses $14,566,934 across 13 lines filed
IX-7 Other salaries and wagesPrograms $7,029,291 · Management $695,205$7,724,496
IX-8 Pension plan contributionsPrograms $155,235 · Management $15,353$170,588
IX-9 Other employee benefitsPrograms $489,975 · Management $48,459$538,434
IX-10 Payroll taxesPrograms $516,056 · Management $51,039$567,095
IX-11c Accounting feesPrograms $115,215 · Management $70,615$185,830
IX-12 Advertising and promotionPrograms $21,617 · Management $14,411$36,028
IX-17 TravelPrograms $50,217 · Management $30,778$80,995
IX-19 Conferences, conventions and meetingsPrograms $11,842 · Management $11,835$23,677
IX-20 InterestManagement $196,258$196,258
IX-22 Depreciation, depletion and amortizationPrograms $118,538$118,538
IX-23 InsurancePrograms $89,847 · Management $67,780$157,627
IX-24 Other expenses (24a–d)Programs $3,879,270 · Management $285,376$4,164,646
IX-24e All other expensesPrograms $446,213 · Management $156,509$602,722
IX-25 Total functional expensesPrograms $12,923,316 · Management $1,643,618 · Fundraising $0$14,566,934
Part X · Balance sheet $5,184,817 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $176,852$928,766
X-4 Accounts receivableStart of year $1,421,643$919,601
X-10c Land, buildings and equipment, netStart of year $2,172,916$2,084,440
X-15 Other assets$1,252,010
X-16 Total assetsStart of year $3,781,411$5,184,817
X-17 Accounts payable and accrued expensesStart of year $627,802$536,356
X-24 Unsecured notes and loans payable$180,000
X-25 Other liabilitiesStart of year $2,637,932$3,372,471
X-26 Total liabilitiesStart of year $3,265,734$4,088,827
X-27 Net assets without donor restrictionsStart of year $515,677$1,095,990
X-32 Total net assets or fund balancesStart of year $515,677$1,095,990
X-33 Total liabilities and net assetsStart of year $3,781,411$5,184,817
Part XI · Reconciliation of net assets $1,095,990 net assets at year end
XI-1 Total revenue$15,147,247
XI-2 Total expenses$14,566,934
XI-3 Revenue less expenses$580,313
XI-4 Net assets at start of year$515,677
XI-10 Net assets at end of year$1,095,990

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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