HISTORICAL FOUNDATION FOR SOUTHEAST NEW MEXICO (EIN 850305615) - 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

JANICE DUNNAHOO

Phone

5759104688

Tax Period

2024-01-01 to 2024-12-31

HISTORICAL FOUNDATION FOR SOUTHEAST NEW MEXICO, founded in 1978, is a micro nonprofit that reported $47K in total revenue in fiscal year 2024. Revenue surged 117% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12K, a strong 25% operating margin.

Mission

TO BE RESPONSIBLE STEWARDS IN FINANCIALLY SUPPORTING THE HISTORICAL SOCIETY FOR SOUTHEAST NEW MEXICO IN PRESERVING THE HISTORY OF THE REGION AND IN COLLECTING ARCHIVES AND GATHERING OBJECTS OF HISTORICAL SIGNIFICANCE FOR THE PURPOSE OF EDUCATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $47,125

Other Revenue $0

TOTAL REVENUE $47,125

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,000

Other Expenses $5,569

TOTAL EXPENSES $35,569

Year-over-Year Comparison

	2024	2023	Change
Revenue	$47,125	$21,733	+1.2%
Expenses	$35,569	$39,280	-0.1%
Net Income	$11,556	$-17,547	-1.7%

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

N/A

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
JANICE DUNNAHOO	PRESIDENT	1.00	Officer	$0	$0	$0
JIM CROWL	TREASURER	1.00	Officer	$0	$0	$0
ROLLAH ASTON	VICE PRESIDE	1.00	Officer	$0	$0	$0
BONNIE MONTGOMERY	SECRETARY	1.00	Officer	$0	$0	$0
JENNIFER COLE	DIRECTOR	1.00	Director	$0	$0	$0
TODD DEKAY	DIRECTOR	1.00	Director	$0	$0	$0
MONA KIRK	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	$47,125	$35,569	$801,819	$11,556
2023	$21,733	$39,280	$772,561	$-17,547
2022	$89,865	$58,808	$720,313	$31,057
2021	$45,039	$33,013	$827,878	$12,026
2020	$90,338	$35,790	$723,896	$54,548
2019	$24,865	$52,751	$653,349	$-27,886
2018	$51,832	$31,670	$571,217	$20,162

HISTORICAL FOUNDATION FOR SOUTHEAST NEW MEXICO