NEW MEXICO SOCIETY OF ASSOCIATION EXECUTIVES (EIN 850291263) - 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

1962

Legal Domicile

Principal Officer

JASON ESPINOZA

Phone

5059898473

Tax Period

2020-01-01 to 2020-12-31

NEW MEXICO SOCIETY OF ASSOCIATION EXECUTIVES, founded in 1962, is a small nonprofit that reported $529K in total revenue in fiscal year 2020. Expenses of $500K left a modest 6% surplus.

Mission

THE ORGANIZATION IS DEDICATED TO IMPROVING PROFESSIONALISM IN ASSOCIATION MANAGEMENT IN NEW MEXICO AND TO PROVIDING TRAINING TO NEW MEXICO BUSINESSES IN COVID SAFE PRACTICES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $529,297

Investment Income $16

Other Revenue $0

TOTAL REVENUE $529,313

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $482,561

Other Expenses $499,916

TOTAL EXPENSES $499,916

Year-over-Year Comparison

	2020	2019	Change
Revenue	$529,313	N/A	N/A
Expenses	$499,916	N/A	N/A
Net Income	$29,397	N/A	N/A

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

N/A

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

$101,363

Total Directors

$101,363

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENT CRAVENS	PRESIDENT	4.00	Officer Director	$0	$0	$0
TY TRUJILLO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRISTINE LUNG	SECRETARY	1.00	Officer Director	$0	$0	$0
DANIEL IVEY-SOTO	IMM PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
CAROL WIGHT	TREASURER	1.00	Officer Director	$0	$0	$0
N/A	EXECUTIVE DIRECTOR	40.00	Officer Director	$101,363	$0	$101,363
JOANI JONES	DIRECTOR	1.00	Director	$0	$0	$0
CARLA KUGLER	DIRECTOR	1.00	Director	$0	$0	$0
MEGGIN LORINO	DIRECTOR	1.00	Director	$0	$0	$0
RALPH MCCLISH	DIRECTOR	1.00	Director	$0	$0	$0
MIKE PUELLE	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
2020	$529,313	$499,916	$29,753	$29,397

NEW MEXICO SOCIETY OF ASSOCIATION EXECUTIVES