LOS ALAMOS NATIONAL LABORATORY FOUNDATION (EIN 742853972) - 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

1997

Legal Domicile

Principal Officer

DR GWEN PEREA WARNIMENT

Phone

5057538890

Tax Period

2023-01-01 to 2023-12-31

LOS ALAMOS NATIONAL LABORATORY FOUNDATION, founded in 1997, is a community nonprofit in the Education sector that reported $9.6M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.6M, a strong 16% operating margin.

Mission

OUR MISSION IS TO INSPIRE EXCELLENCE IN EDUCATION AND LEARNING IN NORTHERN 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 (2023)

Revenue Breakdown

Contributions & Grants $4,167,986

Program Service Revenue $33,829

Investment Income $5,395,479

Other Revenue $-5,276

TOTAL REVENUE $9,592,018

Expense Breakdown

Grants Paid $1,958,525

Salaries & Benefits $3,664,522

Fundraising Expenses $219,777

Program Expenses $6,882,809

Other Expenses $2,411,372

TOTAL EXPENSES $8,034,419

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,592,018	$8,257,567	+0.2%
Expenses	$8,034,419	$7,043,633	+0.1%
Net Income	$1,557,599	$1,213,934	+0.3%

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

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

$482,273

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN HARRIS TIJERINA	CHAIR	2.00	Officer Director	$0	$0	$0
DENISE MONTOYA	VICE CHAIR	2.00	Officer Director	$0	$0	$0
TANIA SANCHEZ	SECRETARY	2.00	Officer Director	$0	$0	$0
WILLARD R WADT	TREASURER (TERM END 5/23)	2.00	Officer Director	$0	$0	$0
WAYNE KENNEDY	TREAS BEG 5/23	2.00	Officer Director	$0	$0	$0
ELMER TORRES	IMMEDIATE PAST CHAIR	2.00	Director	$0	$0	$0
ROBERT COOMBE	MEMBER-AT-LARGE (TERM END 5/23)	1.00	Director	$0	$0	$0
MARTHA ACOSTA	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
DENISE BALDERAS	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
WILMER CHAVARRIA	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
MADELINE NARANJO	MEMBER-AT-LARGE BEG 5/23	1.00	Director	$0	$0	$0
NELLA DOMENICI	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
BARRY HERSKOWITZ	MEMBER-AT-LARGE (TERM END 5/23)	1.00	Director	$0	$0	$0
THOMAS MASON	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
MIKE PHELAN	MEMBER-AT-LARGE BEG 5/23	1.00	Director	$0	$0	$0
DENISE RAMONAS	MEMBER-AT-LARGE BEG 5/23	1.00	Director	$0	$0	$0
NANCY RODRIGUEZ	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
BRENDA ROMERO	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
NAN SAUER	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
ANA TILTON	MEMBER-AT-LARGE BEG 5/23	1.00	Director	$0	$0	$0
YVETTE GULLATT	MEMBER-AT-LARGE BEG 5/23	1.00	Director	$0	$0	$0
PATRICIA TRUJILLO	MEMBER-AT-LARGE (TERM END 5/23)	1.00	Director	$0	$0	$0
JENNIFER PARKS	PRESIDENT & CEO	40.00	Officer	$237,054	$34,435	$271,489
MIHAELA POPA-SIMIL	VP OF FINANCE & OPERATIONS	40.00	Officer	$159,054	$51,730	$210,784
ANTHONY FOX	VP OF INST ADV & SCHOLARSHIP	40.00	Highest	$134,619	$42,191	$176,810
ANNA MARIE GARCIA	VP OF EARLY CHILDHOOD ED	40.00	Highest	$134,257	$25,596	$159,853
ALVIN WARREN	VP OF CAREER PATHWAYS	40.00	Highest	$148,004	$51,063	$199,067
MICHAEL DABRIEO	EDUCATION ENRICHMENT DIR	40.00	Highest	$103,991	$27,333	$131,324

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
2023	$9,592,018	$8,034,419	$112,868,750	$1,557,599
2022	$8,257,567	$7,043,633	$105,424,350	$1,213,934
2021	$6,734,322	$7,171,044	$121,206,991	$-436,722
2020	$5,070,639	$5,603,952	$104,415,996	$-533,313
2019	$5,081,094	$5,601,381	$94,475,218	$-520,287
2018	$4,052,713	$4,644,291	$82,546,838	$-591,578

LOS ALAMOS NATIONAL LABORATORY FOUNDATION