ALBUQUERQUE ACADEMY (EIN 850129165) - 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

1955

Legal Domicile

Principal Officer

JULIANNE PUENTE

Phone

5058283200

Tax Period

2024-07-01 to 2025-06-30

ALBUQUERQUE ACADEMY, founded in 1955, is a mid-sized nonprofit in the Education sector that reported $45.5M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Net assets of $92.9M represent 24 months of operating reserves.

Mission

ALBUQUERQUE ACADEMY IS A NON-DENOMINATIONAL, COEDUCATIONAL, INDEPENDENT DAY SCHOOL.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,746,482

Program Service Revenue $37,142,958

Investment Income $4,084,036

Other Revenue $555,149

TOTAL REVENUE $45,528,625

Expense Breakdown

Grants Paid $5,286,928

Salaries & Benefits $24,736,221

Fundraising Expenses $1,054,027

Program Expenses $38,865,313

Other Expenses $14,572,643

TOTAL EXPENSES $44,595,792

Year-over-Year Comparison

	2024	2023	Change
Revenue	$45,528,625	$38,123,662	+0.2%
Expenses	$44,595,792	$37,891,469	+0.2%
Net Income	$932,833	$232,193	+3.0%

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

858

Volunteers

359

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

$656,559

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE HARRISON OGAWA	CHAIR	10.00	Officer Director	$0	$0	$0
MOLLY CHEVES	VICE CHAIR	5.00	Officer Director	$0	$0	$0
THOMAS SMIDT III	TREASURER	5.00	Officer Director	$0	$0	$0
CHRIS BUTTNER	SECRETARY	5.00	Officer Director	$0	$0	$0
CHRISTINA SHEEHAN	ASSISTANT SECRETARY	5.00	Officer Director	$0	$0	$0
PATRICK APODACA	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
LIA ARMSTRONG	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
CHRISTINA BACHICHA	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
NOTAH BEGAY III	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
ALEJANDRO GRINE	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
LISSA HINES	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
ADAM HONEGGER	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
FRANCINE JACOBS	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
CHRIS JILLSON	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
ALICIA KEYES	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
RONALD W MOYA	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
CHAMIZA PACHECO DE ALAS	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
ERIKA RIMSON	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
VALERIE ROMERO-LEGGOTT	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
JENNIFER SCRIVNER	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
ALAN SHETTLESWORTH	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
CHANDLER TODD	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
DIANNE TOHEN	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
BARRETT YATES MACK	GENERAL TRUSTEE	3.00	Director	$0	$0	$0
JULIANNE PUENTE	HEAD OF SCHOOL	40.00	Officer	$367,203	$56,388	$423,591
SHAWN RICKETTS	CHIEF FINANCIAL & OPERATIONS OFFICER	40.00	Officer	$197,930	$35,038	$232,968
CHRISTINE LENHART	ASSOCIATE HEAD OF SCHOOL	40.00	Highest	$137,927	$70,873	$208,800
STEPHANIE LEVY-LIPKOWITZ	ASSOCIATE HEAD OF SCHOOL	40.00	Highest	$141,717	$36,929	$178,646
JOSEPH WEISS	DIRECTOR OF ADVANCEMENT	40.00	Highest	$135,248	$27,423	$162,671
TARYN BACHIS	ATHLETICS DIRECTOR	40.00	Highest	$132,818	$10,481	$143,299
AMY EGLINTON KELLER	EXTERNAL RELATIONS DIRECTOR	40.00	Highest	$122,065	$7,108	$129,173

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	$45,528,625	$44,595,792	$161,806,665	$932,833
2024	$38,123,662	$37,891,469	$156,773,773	$232,193
2023	$34,426,466	$37,197,224	$150,525,848	$-2,770,758
2022	$36,231,322	$35,574,269	$147,263,134	$657,053
2021	$34,153,293	$32,192,145	$165,817,111	$1,961,148
2020	$32,991,733	$33,248,209	$142,402,536	$-256,476
2019	$40,083,119	$34,454,925	$143,245,332	$5,628,194
2018	$31,950,355	$33,960,261	$119,460,055	$-2,009,906

ALBUQUERQUE ACADEMY