UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFIT TRUST (EIN 320419302) - 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

2013

Legal Domicile

Principal Officer

KENNY STANSBURY

Phone

5052770531

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFIT TRUST, founded in 2013, is a community nonprofit in the Mutual Benefit sector that reported $6.2M in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $6.1M, a strong 98% operating margin.

Mission

THE PURPOSE OF THE PLAN IS TO CONSOLIDATE IN ONE PLAN DOCUMENT CERTAIN PROVISIONS OF WELFARE BENEFITS SPONSORED BY THE UNIVERSITY OF NEW MEXICO (UNM), TO PROVIDE UNIFORM ADMINISTRATION OF SUCH WELFARE BENEFITS AND, IN CONJUNCTION WITH THE UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFITS TRUST, TO PAY A PORTION OF THE PREMIUMS FOR RETIREES' COVERAGE UNDER THE COMPONENT BENEFITS.

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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 $0

Program Service Revenue $3,768,302

Investment Income $2,403,087

Other Revenue $0

TOTAL REVENUE $6,171,389

Expense Breakdown

Grants Paid $0

Salaries & Benefits $96,124

Fundraising Expenses $0

Other Expenses $7,319

TOTAL EXPENSES $103,443

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,171,389	$12,792,813	-0.5%
Expenses	$103,443	$95,981	+0.1%
Net Income	$6,067,946	$12,696,832	-0.5%

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

N/A

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	INSTITUTIONAL TRUSTEE	1.00		$99,611	$0	$99,611

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
2025	$6,171,389	$103,443	$87,223,723	$6,067,946
2024	$12,792,813	$95,981	$72,877,436	$12,696,832
2023	$5,510,069	$88,871	$61,442,719	$5,421,198
2022	$6,414,325	$92,266	$52,206,573	$6,322,059
2021	$7,172,867	$81,650	$59,011,772	$7,091,217
2020	$5,541,814	$67,050	$43,763,645	$5,474,764
2019	$5,868,231	$61,767	$38,037,013	$5,806,464

UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFIT TRUST