ECONOMIC FORUM

EIN: 850322187 Community Improvement

ALBUQUERQUE, NM

Total Revenue
$441,102
Total Expenses
$416,012
Total Assets
$650,950
Net Assets
$519,030
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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
1983
Legal Domicile
NM
Principal Officer
KATHARINE WINOGRAD
Phone
5059805430
Tax Period
2023-01-01 to 2023-12-31

ECONOMIC FORUM, founded in 1983, is a small nonprofit in the Community Improvement sector that reported $441K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $416K left a modest 6% surplus.

Mission

TO ORGANIZE AND WORK WITH LOCAL AND STATE BUSINESSES, GOVERNMENT AND EDUCATION INSTITUTIONS FOR THE PURPOSE OF ACHIEVING OBJECTIVES THAT WILL IMPROVE THE ECONOMIC WELFARE OF METROPOLITAN ALBUQUERQUE.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $433,187
Investment Income $7,915
Other Revenue $0
TOTAL REVENUE $441,102

Expense Breakdown

Grants Paid $0
Salaries & Benefits $208,114
Fundraising Expenses $0
Other Expenses $207,898
TOTAL EXPENSES $416,012

Year-over-Year Comparison

2023 2022 Change
Revenue $441,102 $370,506 +0.2%
Expenses $416,012 $361,507 +0.2%
Net Income $25,090 $8,999 +1.8%
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

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Governance

Voting Members
11
Independent Members
11
Employees
2
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
5
$130,000
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHARINE WINOGRAD EXECUTIVE DI 40.00
Officer
$130,000 $0 $130,000
THOMAS R BRIONES MEMBER N/A
Director
$0 $0 $0
MICHELLE COONS IMMEDIATE PA N/A
Officer Director
$0 $0 $0
MICHELLE COONS MEMBER N/A
Director
$0 $0 $0
COLE FLANAGAN MEMBER N/A
Director
$0 $0 $0
KEVIN LORENTZEN MEMBER N/A
Director
$0 $0 $0
WILL MARTINEX MEMBER N/A
Director
$0 $0 $0
MEG LEWIS MEISTER CHAIR ELECT N/A
Officer Director
$0 $0 $0
KELLIE MIXON MEMBER N/A
Director
$0 $0 $0
PAUL MONDRAGON MEMBER N/A
Director
$0 $0 $0
MIKE STEVENS CHAIR N/A
Officer Director
$0 $0 $0
ALEXIS KERSCHNER TAPPAN SECRETARY/TR N/A
Officer 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 $441,102 $416,012 $650,950 $25,090
2023 $441,102 $416,012 $650,950 $25,090
2022 $370,506 $361,507 $650,286 $8,999
2021 $347,746 $310,062 $597,639 $37,684
2020 $308,708 $271,757 $559,931 $36,951
2019 $398,175 $347,097 $513,913 $51,078
2018 $369,269 $325,377 $476,796 $43,892
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