NATIONAL EDUCATION ASSOCIATION OF NEW MEXICO INC

EIN: 850114142

SANTA FE, NM

Total Revenue
$4,058,867
Total Expenses
$3,670,385
Total Assets
$5,977,905
Net Assets
$4,696,573
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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
1936
Legal Domicile
NM
Principal Officer
MARY PARR-SANCHEZ
Phone
5059821916
Tax Period
2023-09-01 to 2024-08-31

NATIONAL EDUCATION ASSOCIATION OF NEW MEXICO INC, founded in 1936, is a community nonprofit that reported $4.1M in total revenue in fiscal year 2023. Expenses of $3.7M left a modest 10% surplus.

Mission

TO ELEVATE THE PROFESSION OF TEACHING AND TO IMPROVE SCHOOLS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $3,953,209
Investment Income $82,912
Other Revenue $22,746
TOTAL REVENUE $4,058,867

Expense Breakdown

Grants Paid $5,655
Salaries & Benefits $2,001,457
Fundraising Expenses $0
Other Expenses $1,663,273
TOTAL EXPENSES $3,670,385

Year-over-Year Comparison

2023 2022 Change
Revenue $4,058,867 $4,122,376 0.0%
Expenses $3,670,385 $3,874,544 -0.1%
Net Income $388,482 $247,832 +0.6%
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

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Governance

Voting Members
15
Independent Members
14
Employees
17
Volunteers
1093

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
5
$696,857
Total Directors
15
$199,231
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARY PARR-SANCHEZ PRESIDENT 40.00
Officer Director
$133,029 $59,502 $192,531
BETHANY JARRELL VICE PRESIDENT 15.00
Officer Director
$6,700 $0 $6,700
MARY DANIEL-MONTOYA BOARD MEMBER 4.00
Director
$0 $0 $0
MELANIE HALLBECK BOARD MEMBER 4.00
Director
$0 $0 $0
EDUARDO HOLGUIN BOARD MEMBER 4.00
Director
$0 $0 $0
YAZMIN IZQUIERDO BOARD MEMBER 4.00
Director
$0 $0 $0
DIANA JACKSON BOARD MEMBER 4.00
Director
$0 $0 $0
KATHERINE MACDERMOTT BOARD MEMBER 4.00
Director
$0 $0 $0
GRACE MAYER BOARD MEMBER 4.00
Director
$0 $0 $0
CARMEN MERLANO-WHITLOCK BOARD MEMBER 4.00
Director
$0 $0 $0
MICHAEL MOSS BOARD MEMBER 4.00
Director
$0 $0 $0
DELPHINA PONCE BOARD MEMBER 4.00
Director
$0 $0 $0
DENISE SHEEHAN BOARD MEMBER 4.00
Director
$0 $0 $0
CAROL TEWELEIT BOARD MEMBER 4.00
Director
$0 $0 $0
JENNIFER TRUJILLO BOARD MEMBER 4.00
Director
$0 $0 $0
LORETTA ORTEGA EXECUTIVE DIRECTOR (ON LEAVE) 40.00
Officer
$141,201 $59,036 $200,237
EDITH BRYCELEA DEPUTY EXECUTIVE DIRECTOR OF OPS 40.00
Officer
$93,056 $58,790 $151,846
ANDREW MONTOYA EXEC DIR FOR CTR FOR COMM SCH 40.00
Officer
$89,201 $56,342 $145,543
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 $4,058,867 $3,670,385 $5,977,905 $388,482
2023 $4,122,376 $3,874,544 $5,749,586 $247,832
2022 $3,678,548 $3,507,823 $5,817,263 $170,725
2021 $3,405,604 $3,245,095 $5,499,910 $160,509
2020 $3,576,664 $3,358,573 $4,466,272 $218,091
2019 $3,240,979 $3,249,825 $4,070,349 $-8,846
2018 $3,106,022 $3,211,150 $3,976,008 $-105,128
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