THE ROBERT O ANDERSON SCHOOL AND GRADUATE SCHOOL OF MANAGEMENT FOUNDATION (EIN 237126805) - 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

MELISSA NUNEZ

Phone

5052774234

Tax Period

2021-07-01 to 2022-06-30

THE ROBERT O ANDERSON SCHOOL AND GRADUATE SCHOOL OF MANAGEMENT FOUNDATION, founded in 1971, is a small nonprofit that reported $274K in total revenue in fiscal year 2021. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $4.1M exceeded revenue, resulting in a 1387% operating deficit.

Mission

THE ANDERSON SCHOOL FOUNDATION SEEKS TO SUPPORT THE UNM ANDERSON SCHOOL WITH EXPERTISE, BUSINESS CONTACTS, AND WISE STEWARDSHIP OF FOUNDATION RESOURCES TO ADVANCE EDUCATIONAL ATTAINMENT, ECONOMIC DEVELOPMENT, AND QUALITY OF LIFE THROUGH BUSINESS EDUCATION IN 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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $273,602

Other Revenue $0

TOTAL REVENUE $273,602

Expense Breakdown

Grants Paid $3,935,484

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,935,484

Other Expenses $133,184

TOTAL EXPENSES $4,068,668

Year-over-Year Comparison

	2021	2020	Change
Revenue	$273,602	$463,940	-0.4%
Expenses	$4,068,668	$249,181	+15.3%
Net Income	$-3,795,066	$214,759	-18.7%

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

N/A

Volunteers

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

$345,272

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA NUNEZ	CHAIR	5.00	Officer Director	$0	$0	$0
DAMON CHRONIS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
EDDIE C PADILLA	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
EARL E DEBRINE JR	TREASURER	2.00	Officer Director	$0	$0	$0
MICHAEL BUEHLER	SECRETARY	3.00	Officer Director	$0	$0	$0
EMILY ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT C CZARNIAK	DIRECTOR	1.00	Director	$0	$0	$0
EDDIE DUFFY	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS DUNKERSON	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN GRIEGO	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT LOPEZ	DIRECTOR	1.00	Director	$0	$0	$0
PAUL MADRID	DIRECTOR	1.00	Director	$0	$0	$0
CONNOR R MARSHALL	DIRECTOR	1.00	Director	$0	$0	$0
ISAAC MONTOYA	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT PAGE	DIRECTOR	1.00	Director	$0	$0	$0
KATE POTTER	DIRECTOR	1.00	Director	$0	$0	$0
TRACY UTTERBACK	DIRECTOR	1.00	Director	$0	$0	$0
MARVIS VALLO	DIRECTOR	1.00	Director	$0	$0	$0
JANEEN VILVEN-DOGGETT	DIRECTOR	1.00	Director	$0	$0	$0
DENISE E WILCOX	DIRECTOR	1.00	Director	$0	$0	$0
MITZI MONTOYA	DEAN, ANDERSON SCHOOL	1.00	Officer	$0	$50,170	$345,272

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
2022	$273,602	$4,068,668	No data	$-3,795,066
2021	$463,940	$249,181	$4,466,373	$214,759
2020	$2,658,358	$2,826,045	$4,602,359	$-167,687
2018	$3,509,171	$3,162,645	$5,135,071	$346,526

THE ROBERT O ANDERSON SCHOOL AND GRADUATE SCHOOL OF MANAGEMENT FOUNDATION