New Mexico Veterans Memorial Foundation (EIN 743150205) - 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

2005

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

New Mexico Veterans Memorial Foundation, founded in 2005, is a micro nonprofit in the Education sector that reported $56K in total revenue in fiscal year 2023. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $53K left a modest 6% surplus.

Mission

TO HONOR AND SUPPORT MILITARY VETERANS AND THEIR LOVED ONES BY PROMOTING, OPERATING, AND MAINTAINING A MEMORIAL AND BY EDUCATING THE PUBLIC ON THE VALUE OF VETERANS SERVICE AND SACRIFICE.

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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 $9,582

Program Service Revenue $37,096

Investment Income $8,996

Other Revenue $0

TOTAL REVENUE $55,674

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,907

Other Expenses $52,554

TOTAL EXPENSES $52,554

Year-over-Year Comparison

	2023	2022	Change
Revenue	$55,674	$163,033	-0.7%
Expenses	$52,554	$44,163	+0.2%
Net Income	$3,120	$118,870	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MERCY LOPEZ-ACOSTA	DIRECTOR	2.00	Director	$0	$0	$0
JULIE ORNELAS	DIRECTOR	2.00	Director	$0	$0	$0
TERESA LACHANCE	DIRECTOR	10.00	Director	$0	$0	$0
DAVE WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
JESSIE LYNN MYREHN	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT MARTINEZ	DIRECTOR	10.00	Director	$0	$0	$0
TAMMY COBB	DIRECTOR	2.00	Director	$0	$0	$0
BUZZ BUSBOOM	DIRECTOR	2.00	Director	$0	$0	$0
JD HUSS	DIRECTOR	2.00	Director	$0	$0	$0
MARY COX	DIRECTOR	10.00	Director	$0	$0	$0
ROBERT MATTISON	DIRECTOR OF OPERATIONS	40.00	Officer	$0	$0	$0
ROBERT MATTISON	VICE PRESIDENT	40.00	Officer	$0	$0	$0
ROBERT MATTISON	PRESIDENT	40.00	Officer	$0	$0	$0
JOE ROMERO	CHIEF LEGAL OFFICER	2.00	Officer	$0	$0	$0
NANCY JORDAN	TREASURER	5.00	Officer	$0	$0	$0
JO ANN HUDSON	SECRETARY	20.00	Officer	$0	$0	$0

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	No data	No data	No data	No data
2024	$55,674	$52,554	$512,374	$3,120
2023	$163,033	$44,163	$511,454	$118,870
2022	$53,456	$39,119	$399,183	$14,337
2021	$49,270	$47,537	$377,710	$1,733
2020	$70,251	$53,959	$375,127	$16,292
2019	$87,578	$97,629	$359,584	$-10,051

New Mexico Veterans Memorial Foundation