ALBUQUERQUE REGIONAL ECONOMIC ALLIANCE (EIN 850157216) - 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

1960

Legal Domicile

Principal Officer

CHAD R MATHESON

Phone

5057053777

Tax Period

2024-01-01 to 2024-12-31

ALBUQUERQUE REGIONAL ECONOMIC ALLIANCE, founded in 1960, is a community nonprofit in the Community Improvement sector that reported $1.9M in total revenue in fiscal year 2024.

Mission

TO STRENGTHEN THE ALBUQUERQUE METROPOLITAN AREA THROUGH THE RECRUITMENT OF BUSINESS AND INDUSTRY, AND BY PROVIDING SUPPORT FOR THE RETENTION AND EXPANSION OF ECONOMIC BASE EMPLOYERS.

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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 $1,465,968

Program Service Revenue $208,913

Investment Income $216,788

Other Revenue $0

TOTAL REVENUE $1,891,669

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,183,312

Fundraising Expenses $0

Program Expenses $1,710,379

Other Expenses $819,441

TOTAL EXPENSES $2,002,753

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,891,669	$1,955,317	0.0%
Expenses	$2,002,753	$1,975,799	+0.0%
Net Income	$-111,084	$-20,482	+4.4%

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

$639,773

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIELLE CASEY	PRESIDENT AND CEO	40.00	Officer	$314,578	$22,721	$337,299
CHAD R MATHESON	INTERIM CEO	40.00	Officer	$167,871	$29,701	$197,572
MARY TIEMAN	CHIEF OPERATIONS OFFICER	40.00	Officer	$100,128	$4,774	$104,902
KYLE BEASLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE CANFIELD	BOARD MEMBER	1.00	Director	$0	$0	$0
PHIL CASAUS	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM CHYNOWETH	BOARD MEMBER	1.00	Director	$0	$0	$0
KENT CRAVENS	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE DEARHOLT	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBIN DIVINE	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBBIE HARMS	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK GALLEGOS	BOARD MEMBER	1.00	Director	$0	$0	$0
JUSTIN HORWITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAD JAMES	BOARD MEMBER	1.00	Director	$0	$0	$0
WAYNE JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LEEAN KRAVITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
BENJAMIN GARDNER	BOARD MEMBER	1.00	Director	$0	$0	$0
MEG MEISTER	BOARD MEMBER	1.00	Director	$0	$0	$0
ROXANNA MEYERS	BOARD MEMBER	1.00	Director	$0	$0	$0
TROY GREER	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN SHELL	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN SPENCER	BOARD MEMBER	1.00	Director	$0	$0	$0
JANICE TORREZ	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC WEINSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLINE GARCIA	BOARD MEMBER	1.00	Director	$0	$0	$0
CYNTHIA SCHULTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JOANIE GRIFFIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN LONG	BOARD MEMBER	1.00	Director	$0	$0	$0
RUTH HUNING-GONZALES	BOARD MEMBER	1.00	Director	$0	$0	$0
ADAM LEYBA	BOARD MEMBER	1.00	Director	$0	$0	$0
LORIE ANNE MCBRIDE	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE FARR	BOARD MEMBER	1.00	Director	$0	$0	$0
ADRIAN MONTOYA	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOAN TAFOYA	BOARD MEMBER	1.00	Director	$0	$0	$0
PEPPER LANG	BOARD MEMBER	1.00	Director	$0	$0	$0
WALT BENSON	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACY HARTZLER	BOARD MEMBER	1.00	Director	$0	$0	$0
CELINA BUSSEY	SECRETARY	2.00	Officer Director	$0	$0	$0
DON TARRY	CHAIR	2.00	Officer Director	$0	$0	$0
JOSH PARSONS	CHAIR ELECT	2.00	Officer Director	$0	$0	$0
TERESA CONSTANTINIDIS	TREASURER	2.00	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
2024	$1,891,669	$2,002,753	$4,203,667	$-111,084
2023	$1,955,317	$1,975,799	$3,891,011	$-20,482
2022	$1,639,266	$1,875,350	$3,324,539	$-236,084
2021	$2,101,015	$1,853,839	$4,275,718	$247,176
2020	$1,376,761	$1,509,603	$3,764,162	$-132,842
2019	$1,633,837	$1,735,838	$3,583,451	$-102,001
2018	$1,654,827	$1,835,997	$3,508,003	$-181,170

ALBUQUERQUE REGIONAL ECONOMIC ALLIANCE