NEW MEXICO BANKERS ASSOCIATION (EIN 850056645) - 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

1906

Principal Officer

JOHN ANDERSON

Phone

5058227900

Tax Period

2022-07-01 to 2023-06-30

NEW MEXICO BANKERS ASSOCIATION, founded in 1906, is a small nonprofit that reported $515K in total revenue in fiscal year 2022. Net assets of $1.4M represent 32 months of operating reserves.

Mission

TO SERVE MEMBER BANKS NEEDS BY ACTING AS NEW MEXICO'S BANKING REPRESENTATIVE TO GOVERNMENT, THE PUBLIC, AND THE INDUSTRY, PROVIDING RESOURCES, EDUCATION AND INFORMATION TO ENCHANCE THE OPPORTUNITIES FOR SUCCESS IN BANKING, PROMOTING UNITY WITHIN THE INDUSTRY ON COMMON ISSUES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $390,319

Program Service Revenue $111,849

Investment Income $12,995

Other Revenue $0

TOTAL REVENUE $515,163

Expense Breakdown

Grants Paid $0

Salaries & Benefits $363,418

Fundraising Expenses $0

Other Expenses $167,832

TOTAL EXPENSES $531,250

Year-over-Year Comparison

	2022	2021	Change
Revenue	$515,163	$534,238	0.0%
Expenses	$531,250	$487,445	+0.1%
Net Income	$-16,087	$46,793	-1.3%

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

$204,002

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON EMMERT	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT CZARNIAK	DIRECTOR	1.00	Director	$0	$0	$0
KAMAL ALI	DIRECTOR	1.00	Director	$0	$0	$0
PAUL MONDRAGON	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA MATHEWS	DIRECTOR	1.00	Director	$0	$0	$0
JAY JENKINS	DIRECTOR	1.00	Director	$0	$0	$0
KEN CLAYTON	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH EARLS	SECRETARY/TR	2.00	Officer Director	$0	$0	$0
MARK HORN	PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID HOCKMUTH	IMMEDIATE PA	2.00	Officer Director	$0	$0	$0
KYLE BEASLEY	PRESIDENT-EL	2.00	Officer Director	$0	$0	$0
JOHN ANDERSON	EXECUTIVE VP	40.00	Officer	$185,615	$18,387	$204,002

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	No data	No data	No data	No data
2023	$515,163	$531,250	$1,475,351	$-16,087
2022	$534,238	$487,445	$1,451,181	$46,793
2021	$435,577	$443,493	$1,472,907	$-7,916
2019	$549,003	$493,597	$1,434,760	$55,406

NEW MEXICO BANKERS ASSOCIATION