ALBUQUERQUE OASIS (EIN 320081580) - 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

2003

Legal Domicile

Principal Officer

SCOTT SHARP

Phone

5058844529

Tax Period

2024-01-01 to 2024-12-31

ALBUQUERQUE OASIS, founded in 2003, is a small nonprofit that reported $709K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

TO ENRICH THE LIVES OF MATURE ADULTS THROUGH LIFELONG LEARNING AND SERVICE OPPORTUNITIES.

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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 $354,396

Program Service Revenue $343,416

Investment Income $8,373

Other Revenue $2,816

TOTAL REVENUE $709,001

Expense Breakdown

Grants Paid $0

Salaries & Benefits $419,066

Fundraising Expenses $33,848

Program Expenses $620,810

Other Expenses $345,184

TOTAL EXPENSES $764,250

Year-over-Year Comparison

	2024	2023	Change
Revenue	$709,001	$586,087	+0.2%
Expenses	$764,250	$740,470	+0.0%
Net Income	$-55,249	$-154,383	-0.6%

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

549

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

$212,434

Total Directors

$122,702

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORNA WIGGINS	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRET HEINRICH	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
DAWN ANDERSON	TREASURER	1.00	Officer Director	$0	$0	$122,702
WEI-ANN BAY	DIRECTOR	1.00	Director	$0	$0	$0
TODD GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM ITOH	DIRECTOR	1.00	Director	$0	$0	$0
ANN SAPON	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT SHARP	EXECUTIVE DI	40.00	Officer	$89,732	$0	$89,732

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	$709,001	$764,250	$606,639	$-55,249
2023	$586,087	$740,470	$692,801	$-154,383
2022	$584,543	$712,935	$683,761	$-128,392
2021	$718,325	$653,245	$808,495	$65,080
2020	$572,857	$637,818	$765,715	$-64,961
2019	$672,472	$625,810	$694,362	$46,662
2018	$561,021	$504,503	$563,068	$56,518

ALBUQUERQUE OASIS