Historical Society For Southeast New Mexico Inc (EIN 850239918) - 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

1978

Legal Domicile

Principal Officer

Jason Garcia

Phone

5756228333

Tax Period

2023-01-01 to 2023-12-31

Historical Society For Southeast New Mexico Inc, founded in 1978, is a small nonprofit in the Education sector that reported $141K in total revenue in fiscal year 2023. Expenses of $180K exceeded revenue, resulting in a 27% operating deficit.

Mission

To assemble, preserve and interpret the history of Southeast New Mexico and to promote a greater interest, understanding and appreciation of the areas past. Museum open 7 days a week (free admission) with educated docents

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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 (2023)

Revenue Breakdown

Contributions & Grants $135,169

Program Service Revenue $0

Investment Income $3,187

Other Revenue $3,005

TOTAL REVENUE $141,361

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,707

Fundraising Expenses $23,853

Program Expenses $82,943

Other Expenses $140,478

TOTAL EXPENSES $180,185

Year-over-Year Comparison

	2023	2022	Change
Revenue	$141,361	$140,114	+0.0%
Expenses	$180,185	$121,337	+0.5%
Net Income	$-38,824	$18,777	-3.1%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carol Cunningham	Co-Treasurer	1.00	Officer Director	$0	$0	$0
Amy Miller	Co-Treasurer	1.00	Officer Director	$0	$0	$0
Jason Garcia	President	1.00	Officer Director	$0	$0	$0
John LeMay	Director	1.00	Director	$0	$0	$0
Matthew Chappell	Secretary	1.00	Director	$0	$0	$0
Fred Boggs	Vice-President	1.00	Director	$0	$0	$0
Elaine Mayfield	Director	1.00	Director	$0	$0	$0
Catherine Mendiola	Director	1.00	Director	$0	$0	$0
Mike Winters	Director	1.00	Director	$0	$0	$0
Travis Ackerman	Director	1.00	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
2024	No data	No data	No data	No data
2023	$141,361	$180,185	$327,731	$-38,824
2022	$140,114	$121,337	$383,819	$18,777
2021	$153,957	$122,936	$377,569	$31,021
2020	$160,419	$121,012	$320,262	$39,407
2019	$132,551	$112,788	$288,704	$19,763
2018	$117,551	$101,617	$281,868	$15,934

Historical Society For Southeast New Mexico Inc