New Mexico Trial Lawyers Association Inc (EIN 850246801) - 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

1985

Legal Domicile

Principal Officer

Julianna Koob

Phone

5052436003

Tax Period

2023-07-01 to 2024-06-30

New Mexico Trial Lawyers Association Inc, founded in 1985, is a small nonprofit that reported $377K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

To protect the right to seek redress of those damaged in person or property.

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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 $374,730

Program Service Revenue $0

Investment Income $0

Other Revenue $2,178

TOTAL REVENUE $376,908

Expense Breakdown

Grants Paid $111,000

Salaries & Benefits $126,662

Fundraising Expenses $0

Other Expenses $138,261

TOTAL EXPENSES $375,923

Year-over-Year Comparison

	2023	2022	Change
Revenue	$376,908	$342,372	+0.1%
Expenses	$375,923	$280,508	+0.3%
Net Income	$985	$61,864	-1.0%

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

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

$8,620

Key Employees

$129,238

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julianna Koob	Executive Director	40.00	Key Emp	$51,695	$0	$129,238
Paul Abrams	Director	1.00	Director	$0	$0	$0
Erika Anderson	Director	1.00	Director	$0	$0	$0
Andre Archuleta	Director	1.00	Director	$0	$0	$0
Tyler Atkins	President	1.00	Officer Director	$0	$0	$0
Jamison Barkley	Director	1.00	Director	$0	$0	$0
Richard Barrera	Director	1.00	Director	$0	$0	$0
Lori Bencoe	Director	1.00	Director	$0	$0	$0
Rosalind Bienvenu	Director	1.00	Director	$0	$0	$0
Margaret Branch	Director	1.00	Director	$0	$0	$0
Allegra Carpenter	Director	1.00	Director	$0	$0	$0
Nancy Cronin	Director	1.00	Director	$0	$0	$0
Katie Curry	Director	1.00	Director	$0	$0	$0
Michael Doyle	Director	1.00	Director	$0	$0	$0
David Duhigg	Director	1.00	Director	$0	$0	$0
Michael Duran	Director	1.00	Director	$0	$0	$0
Brian Egolf	Director	1.00	Director	$0	$0	$0
Katherine Ferlic	Director	1.00	Director	$0	$0	$0
Sean Fitzpatrick	Director	1.00	Director	$0	$0	$0
Connie Flores	Director	1.00	Director	$0	$0	$0
Adam Flores	Director	1.00	Director	$0	$0	$0
Theresa Hacsi	Director	1.00	Director	$0	$0	$0
Nikko Harada	Director	1.00	Director	$0	$0	$0
Andrea Harris	Director	1.00	Director	$0	$0	$0
F Michael Hart	Director	1.00	Director	$0	$0	$0
Dusti Harvey	Director	1.00	Director	$0	$0	$0
Rachel Higgins	Director	1.00	Director	$0	$0	$0
Corbin Hildebrandt	Director	1.00	Director	$0	$0	$0
Lee Hunt	Director	1.00	Director	$0	$0	$0
Justin Kaufman	Director	1.00	Director	$0	$0	$0
William Keeler	Director	1.00	Director	$0	$0	$0
Zackeree Kelin	Director	1.00	Director	$0	$0	$0
Cherie LaCour	Director	1.00	Director	$0	$0	$0
Cid D Lopez	Director	1.00	Director	$0	$0	$0
Katie Marion	Director	1.00	Director	$0	$0	$0
Stephen Marshall	Director	1.00	Director	$0	$0	$0
David Martinez	Director	1.00	Director	$0	$0	$0
Kristina Martinez	Director	1.00	Director	$0	$0	$0
Nicholas Mattison	Secretary	1.00	Officer Director	$0	$0	$0
Randi McGinn	Director	1.00	Director	$0	$0	$0
Mollie C McGraw	Director	1.00	Director	$0	$0	$0
Mixcoatl Miera-Rosete	Director	1.00	Director	$0	$0	$0
A Elicia Montoya	Director	1.00	Director	$0	$0	$0
Joel Newton	Director	1.00	Director	$0	$0	$0
Christopher Papaleo	Director	1.00	Director	$0	$0	$0
Richard J Parmley Jr	Director	1.00	Director	$0	$0	$0
Victor Poulos	Director	1.00	Director	$0	$0	$0
Feliz Rael	Treasurer	1.00	Officer Director	$0	$0	$0
Geoffrey Romero	Director	1.00	Director	$0	$0	$0
Julio Romero	Director	1.00	Director	$0	$0	$0
Pia Salazar	Director	1.00	Director	$0	$0	$0
Andrew Scholl	Director	1.00	Director	$0	$0	$0
Michael Sievers	Director	1.00	Director	$0	$0	$0
Komal Stiver	Director	1.00	Director	$0	$0	$0
David Stout	Director	1.00	Director	$0	$0	$8,620
James Tawney	Director	1.00	Director	$0	$0	$0
Bruce Thompson	Director	1.00	Director	$0	$0	$0
Victor Titus	Director	1.00	Director	$0	$0	$0
Denise Torres	Director	1.00	Director	$0	$0	$0
Maria Touchet	Immediate Past President	1.00	Officer Director	$0	$0	$0
Rob Treinen	Director	1.00	Director	$0	$0	$0
Gabrielle Valdez	Director	1.00	Director	$0	$0	$0
Richard Valle	Director	1.00	Director	$0	$0	$0
Matthew Vance	Director	1.00	Director	$0	$0	$0
Ray Vargas	Director	1.00	Director	$0	$0	$0
Adrian Vega	Director	1.00	Director	$0	$0	$0
Samuel Walker	Director	1.00	Director	$0	$0	$0
Vincent J Ward	Director	1.00	Director	$0	$0	$0
Peter White	Director	1.00	Director	$0	$0	$0
Bryan Williams	Director	1.00	Director	$0	$0	$0
Joleen Youngers	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	$376,908	$375,923	$440,726	$985
2023	$342,372	$280,508	$439,942	$61,864
2022	$309,661	$248,967	$375,323	$60,694
2021	$283,080	$254,154	$314,629	$28,926
2020	$288,949	$247,485	$285,703	$41,464
2019	$274,675	$276,798	$244,239	$-2,123
2018	$289,264	$281,315	$246,362	$7,949

New Mexico Trial Lawyers Association Inc