UNIVERSITY OF NEW MEXICO FOUNDATIO… - Form 990 Financial Data

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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

1979

Legal Domicile

Principal Officer

JEFFREY TODD

Phone

5053137600

Tax Period

2022-07-01 to 2023-06-30

UNIVERSITY OF NEW MEXICO FOUNDATION INC, founded in 1979, is a mid-sized nonprofit in the Education sector that reported $68.1M in total revenue in fiscal year 2022. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $15.6M, a strong 23% operating margin.

Mission

CREATE POWERFUL ENGAGEMENTS AND PARTNERSHIPS THAT LEAD TO INCREASED PHILANTHROPY, INVESTMENT, INNOVATION, AND SUPPORT FOR THE UNIVERSITY OF NEW MEXICO.

Program Service Accomplishments

Program 1

Expenses: $38,814,104 Revenue: $8,750,005

THE UNIVERSITY OF NEW MEXICO FOUNDATION, INC. ENHANCES THE EDUCATIONAL PURPOSES OF THE UNIVERSITY OF NEW MEXICO BY RAISING PRIVATE FUNDS FOR THE BENEFIT OF STUDENTS, FACULTY AND PROGRAMS; AND INVESTS ENDOWMENT FUNDS AND OTHER FUNDS NOT IMMEDIATELY REQUIRED TO PROVIDE FOR LONG-TERM SUPPORT OF THE UNIVERSITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $48,373,912

Program Service Revenue $8,750,005

Investment Income $10,943,613

Other Revenue $62,227

TOTAL REVENUE $68,129,757

Expense Breakdown

Grants Paid $36,208,555

Salaries & Benefits $11,547,114

Fundraising Expenses $8,871,788

Program Expenses $38,814,104

Other Expenses $4,550,117

TOTAL EXPENSES $52,495,924

Year-over-Year Comparison

	2022	2021	Change
Revenue	$68,129,757	$103,141,341	-0.3%
Expenses	$52,495,924	$78,203,160	-0.3%
Net Income	$15,633,833	$24,938,181	-0.4%

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

103

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

$2,313,742

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN MUMMERT	CHAIR	2.00	Officer Director	$0	$0	$0
FELICIA FINSTON	VICE CHAIR/CHAIR ELECT	2.00	Officer Director	$0	$0	$0
THOMAS DAULTON	NATIONAL VICE CHAIR	2.00	Officer Director	$0	$0	$0
CHERYL FOSSUM-GRAHAM	SECRETARY	2.00	Officer Director	$0	$0	$0
ADAM HARRINGTON	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
ALEX ROMERO	TRUSTEE	2.00	Director	$0	$0	$0
AMY MILLER	TRUSTEE	2.00	Director	$0	$0	$0
BRAD PREBER	TRUSTEE	2.00	Director	$0	$0	$0
CAROL MAYO COCHRAN	TRUSTEE	2.00	Director	$0	$0	$0
CAROLYN ABEITA	TRUSTEE	2.00	Director	$0	$0	$0
DEE DENNIS JR	TRUSTEE	2.00	Director	$0	$0	$0
DON CLAMPITT	TRUSTEE	2.00	Director	$0	$0	$0
DONALD GODWIN	TRUSTEE	2.00	Director	$0	$0	$0
DOUG CAMBELL	TRUSTEE	2.00	Director	$0	$0	$0
FRANCINE GALLIOUR	TRUSTEE	2.00	Director	$0	$0	$0
GARNETT STOKES	TRUSTEE	2.00	Director	$0	$0	$0
GREG FOLTZ	TRUSTEE	2.00	Director	$0	$0	$0
HARRIS SMITH	TRUSTEE	2.00	Director	$0	$0	$0
JAMES ELLIS	TRUSTEE	2.00	Director	$0	$0	$0
JERRALD ROEHL	TRUSTEE	2.00	Director	$0	$0	$0
LAMECK LUKANGA	TRUSTEE	2.00	Director	$0	$0	$0
LINDA WARNING	TRUSTEE	2.00	Director	$0	$0	$0
MONICA JOJOLA	TRUSTEE	2.00	Director	$0	$0	$0
PATRICK VINCENT-COLLAWN	TRUSTEE	2.00	Director	$0	$0	$0
PAUL CASSIDY	TRUSTEE	2.00	Director	$0	$0	$0
RANDY VELARDE	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT SCHWARTZ	TRUSTEE	2.00	Director	$0	$0	$0
TODD SANDOVAL	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM P LANG	TRUSTEE	2.00	Director	$0	$0	$0
JEFFREY TODD	PRESIDENT AND CEO	40.00	Officer	$459,877	$50,394	$510,271
LAWRENCE RYAN	VICE PRESIDENT	40.00	Officer	$239,048	$35,871	$274,919
WILLLIAM UHER	VICE PRESIDENT	40.00	Officer	$266,572	$33,623	$300,195
PATRICK ALLEN	GENERAL COUNSEL	40.00	Officer	$253,492	$31,005	$284,497
KENNETH STANSBURY	CFO & TREAS. (THRU 3/31/23)	40.00	Officer	$224,129	$32,853	$256,982
KRISTINE C MAZZEI	VICE PRESIDENT	40.00	Officer	$175,926	$16,766	$192,692
ANNETTE HAZEN	SENIOR ASSOCIATE VICE PRESIDENT	40.00	Officer	$156,248	$22,904	$179,152
PATRICIA IDAROLA	CHIEF DIGITAL STRATEGY AND SOLUTIONS OFFICER	40.00	Officer	$150,531	$34,793	$185,324
NADINA PAISANO	CFO & TREASURER	40.00	Officer	$107,313	$22,397	$129,710
GRETCHEN DOYLE	SENIOR ASSOCIATE VICE PRESIDENT	40.00	Highest	$147,374	$20,815	$168,189
ANNDEE WRIGHT BROWN	EXECUTIVE DIRECTOR OF DEVELOPMENT	40.00	Highest	$138,935	$13,562	$152,497
CHRISTOPHER ALBRECHT	SENIOR REGIONAL DIR. OF DEVELOPMENT	40.00	Highest	$137,258	$21,001	$158,259
JOSEPH WEISS THRU 41423	SENIOR DIRECTOR OF DEVELOPMENT	40.00	Highest	$131,812	$13,943	$145,755
BONNIE MCLESKY	ASSOCIATE VICE PRESIDENT	40.00	Highest	$133,803	$27,978	$161,781

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	No data	No data	No data	No data
2023	$68,129,757	$52,495,924	$454,667,512	$15,633,833
2022	$103,141,341	$78,203,160	$393,610,862	$24,938,181
2021	$65,868,216	$45,383,261	$344,313,898	$20,484,955
2020	$53,815,950	$46,864,572	$270,142,035	$6,951,378
2019	$43,621,942	$41,453,602	$271,556,895	$2,168,340
2018	$52,168,711	$43,504,087	$264,789,100	$8,664,624

UNIVERSITY OF NEW MEXICO FOUNDATION INC