New Mexico Legacy (EIN 822112545) - 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

2017

Legal Domicile

Principal Officer

Darren P White

Phone

5058840971

Tax Period

2019-01-01 to 2019-12-31

New Mexico Legacy, founded in 2017, is a micro nonprofit that reported $18K in total revenue in fiscal year 2019. Revenue fell 95% from the prior year — a significant decline worth monitoring. Expenses of $252K exceeded revenue, resulting in a 1342% operating deficit.

Mission

Engaging in education and advocacy efforts pertaining to public policy reforms that improve the public welfare of New Mexico citizens.

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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 (2019)

Revenue Breakdown

Contributions & Grants $17,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $17,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $37,078

Program Expenses $202,390

Other Expenses $215,285

TOTAL EXPENSES $252,363

Year-over-Year Comparison

	2019	2018	Change
Revenue	$17,500	$347,000	-0.9%
Expenses	$252,363	$484,023	-0.5%
Net Income	$-234,863	$-137,023	+0.7%

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

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

$27,078

Total Directors

$27,078

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jessica Perez	Secretary	5	Officer Director	$27,078	$0	$27,078
Darren P White	President	0	Officer Director	$0	$0	$0
Rob Doughty	Treasurer	0	Officer Director	$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
2019	$17,500	$252,363	$9,341	$-234,863
2018	$347,000	$484,023	$244,204	$-137,023

New Mexico Legacy