SANDIA SCHOOL

EIN: 850196115 501(c)(3) Education

ALBUQUERQUE, NM

Total Revenue
$17,477,716
Total Expenses
$15,989,351
Total Assets
$28,725,675
Net Assets
$18,970,120
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
NM
Principal Officer
HEATHER MOCK
Phone
5053383000
Tax Period
2023-08-01 to 2024-07-31

SANDIA SCHOOL, founded in 1965, is a mid-sized nonprofit in the Education sector that reported $17.5M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $16.0M left a modest 9% surplus.

Mission

ACADEMICS ARE OUR TOP PRIORITY, BALANCE IS OUR CORE VALUE, AND COMMUNITY MAKES US WHO WE ARE. OUR CHALLENGING, INNOVATIVE PROGRAM PREPARES EACH STUDENT FOR SUCCESS IN COLLEGE - AND BEYOND - AND INSPIRES EACH STUDENT TO FIND AND ACHIEVE HIS OR HER PURPOSE IN THE WORLD.

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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 $1,134,640
Program Service Revenue $13,867,225
Investment Income $1,920,508
Other Revenue $555,343
TOTAL REVENUE $17,477,716

Expense Breakdown

Grants Paid $2,771,775
Salaries & Benefits $8,020,560
Fundraising Expenses $301,436
Program Expenses $12,828,165
Other Expenses $5,197,016
TOTAL EXPENSES $15,989,351

Year-over-Year Comparison

2023 2022 Change
Revenue $17,477,716 $15,238,992 +0.1%
Expenses $15,989,351 $15,091,778 +0.1%
Net Income $1,488,365 $147,214 +9.1%
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

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Governance

Voting Members
17
Independent Members
17
Employees
296
Volunteers
100

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
7
$413,937
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HEATHER MOCK HEAD OF SCHOOL 40.00
Officer
$291,038 $39,967 $331,005
SCOTT JEFFRIES ASSISTANT HEAD OF SCHOOL - UPPER SCHOOL 40.00
Highest
$104,813 $5,338 $110,151
LAURA FITZPATRICK ASSISTANT HEAD OF SCHOOL 40.00
Highest
$106,197 $5,310 $111,507
SHANNON ELLIOTT CFO 40.00
Officer
$74,957 $7,975 $82,932
TODD SANDOVAL CHAIR 5.00
Officer Director
$0 $0 $0
STAN HUBBARD PAST CHAIR 5.00
Officer Director
$0 $0 $0
ROBERT DEL CAMPO VICE-CHAIR 5.00
Officer Director
$0 $0 $0
JOSEPH KINNEY TREASURER 5.00
Officer Director
$0 $0 $0
FAITH BEGAY-HOLTROP SECRETARY 5.00
Officer Director
$0 $0 $0
CHARLES BECKNELL TRUSTEE 5.00
Director
$0 $0 $0
SUSAN PRZEKURAT EPSTEIN TRUSTEE 5.00
Director
$0 $0 $0
ALI HASHEMIAN TRUSTEE 5.00
Director
$0 $0 $0
ERIK HARRIGAN TRUSTEE 5.00
Director
$0 $0 $0
TREVOR HATCHELL TRUSTEE 5.00
Director
$0 $0 $0
LISA MCCULLOCH TRUSTEE 5.00
Director
$0 $0 $0
RACHAEL MILETKOV TRUSTEE 5.00
Director
$0 $0 $0
STEPHANIE MOORE-COMBS TRUSTEE 5.00
Director
$0 $0 $0
ELYCE TRYON SHEEHAN TRUSTEE 5.00
Director
$0 $0 $0
KENNETH R TEKIN TRUSTEE 5.00
Director
$0 $0 $0
AVERY VOLKMAN TRUSTEE 5.00
Director
$0 $0 $0
LORNA WIGGINS TRUSTEE 5.00
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 $17,477,716 $15,989,351 $28,725,675 $1,488,365
2023 $15,238,992 $15,091,778 $27,017,345 $147,214
2022 $14,904,182 $14,403,866 $27,571,490 $500,316
2021 $15,579,008 $13,996,373 $29,951,078 $1,582,635
2020 $14,201,540 $13,931,519 $28,359,300 $270,021
2019 $14,430,516 $14,124,604 $27,873,264 $305,912
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