New Mexico Medical Society (EIN 850096808) - 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

1959

Legal Domicile

Tax Period

2022-07-01 to 2023-06-30

New Mexico Medical Society, founded in 1959, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2022. Expenses of $1.2M left a modest 8% surplus.

Mission

Secure, enactment and enforcement of just medical laws,to promote friendly relations among our members, to hold the principles of medical ethics of the American Medical Association, to extend medical knowledge and the standard of medical education, to uphold the obligation each

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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 $612,693

Program Service Revenue $519,168

Investment Income $149,754

Other Revenue $23,650

TOTAL REVENUE $1,305,265

Expense Breakdown

Grants Paid $0

Salaries & Benefits $546,986

Fundraising Expenses $0

Other Expenses $647,410

TOTAL EXPENSES $1,194,396

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,305,265	$1,219,155	+0.1%
Expenses	$1,194,396	$1,099,909	+0.1%
Net Income	$110,869	$119,246	-0.1%

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

Total Directors

Key Employees

$152,612

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ann Jung	Executive Director	45.00	Key Emp	$152,612	$0	$152,612
Angelina Villas Adams	Vice President	5.00	Officer Director	$0	$0	$0
Mihaela Bujoi	President	5.00	Officer Director	$0	$0	$0
Angela Bratton	Immediate Past President	5.00	Officer Director	$0	$0	$0
Stephen Haynes	Secretary Treasurer	5.00	Officer Director	$0	$0	$0
Todd Williams	President Elect	5.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,305,265	$1,194,396	$2,333,993	$110,869
2022	$1,219,155	$1,099,909	$2,417,035	$119,246
2021	$1,234,504	$1,146,104	$2,382,058	$88,400
2019	$1,349,762	$1,188,870	$2,321,650	$160,892

New Mexico Medical Society