UNITED WAY OF EASTERN NM (EIN 237109243) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

ERINN BURCH

Phone

5757692103

Tax Period

2024-01-01 to 2024-12-31

UNITED WAY OF EASTERN NM, founded in 1971, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 88% from the prior year, signaling strong growth momentum.

Mission

IMPROVING LIVES IN CURRY, ROOSEVELT, QUAY, & DE BACA COUNTIES THROUGH PROGRAMS AND ACTIVITIES THAT STRENGTHEN EDUCATION, INCOME, AND HEALTH FOR EASTERN NEW MEXICO.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,079,508

Program Service Revenue $0

Investment Income $6,978

Other Revenue $20,324

TOTAL REVENUE $1,106,810

Expense Breakdown

Grants Paid $0

Salaries & Benefits $245,694

Fundraising Expenses $60,302

Program Expenses $1,025,471

Other Expenses $904,185

TOTAL EXPENSES $1,149,879

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,106,810	$587,351	+0.9%
Expenses	$1,149,879	$883,592	+0.3%
Net Income	$-43,069	$-296,241	-0.9%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

182

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$59,826

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE MADRID	PAST PRESIDENT	2.00	Director	$0	$0	$0
SARA WILLIAMS	PRESIDENT	2.00	Officer Director	$0	$0	$0
VINCENT SOULE	TREASURER	2.00	Officer Director	$0	$0	$0
JEFF GENTRY	SECRETARY	2.00	Officer Director	$0	$0	$0
PHILIP SALAZAR	VICE PRES/PRES-ELECT	2.00	Officer Director	$0	$0	$0
RICHARD BEAMAN	CAMPAIGN CHAIR	2.00	Director	$0	$0	$0
KARLA LEE	CAMPAIGN CHAIR ELECT	2.00	Director	$0	$0	$0
TYLER LUCAS	DIRECTOR	2.00	Director	$0	$0	$0
FELICIA POWELL	DIRECTOR	2.00	Director	$0	$0	$0
MARCY ANAYA	DIRECTOR	2.00	Director	$0	$0	$0
VICKIE GUTIERREZ	DIRECTOR	2.00	Director	$0	$0	$0
QUANNAH SAIZ	DIRECTOR	2.00	Director	$0	$0	$0
AMIAH ROBINSON	DIRECTOR	2.00	Director	$0	$0	$0
JOYCE RUNYAN	DIRECTOR	2.00	Director	$0	$0	$0
JODIE MARQUEZ	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA CAMACHO	DIRECTOR	2.00	Director	$0	$0	$0
JOVANA GOMEZ	DIRECTOR	2.00	Director	$0	$0	$0
LAURA LOWREY	DIRECTOR	2.00	Director	$0	$0	$0
SHAYLENE LUCERO	DIRECTOR	2.00	Director	$0	$0	$0
ERINN BURCH	EXECUTIVE DIRECTOR	40.00	Officer	$59,826	$0	$59,826

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2024	$1,106,810	$1,149,879	$1,073,207	$-43,069
2023	$587,351	$883,592	$768,123	$-296,241
2022	$1,109,751	$743,518	$1,000,862	$366,233
2021	$469,833	$496,422	$677,686	$-26,589
2020	$613,014	$568,243	$737,572	$44,771
2019	$617,410	$606,120	$787,328	$11,290

UNITED WAY OF EASTERN NM