NEW MEXICO SOCIETY OF CPAS FDN FOR EDUCATION & RESEARCH (EIN 850331631) - 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

JEANETTE CONTRERAS

Phone

5052461699

Tax Period

2024-07-01 to 2025-06-30

NEW MEXICO SOCIETY OF CPAS FDN FOR EDUCATION & RESEARCH, founded in 1985, is a small nonprofit that reported $816K in total revenue in fiscal year 2024. Revenue surged 71% from the prior year, signaling strong growth momentum. The organization ran a surplus of $291K, a strong 36% operating margin.

Mission

THE ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO PROVIDE QUALITY CONTINUING EDUCATION FOR MEMBERS OF THE PROFESSION.

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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 $418,408

Program Service Revenue $322,075

Investment Income $3,950

Other Revenue $71,384

TOTAL REVENUE $815,817

Expense Breakdown

Grants Paid $0

Salaries & Benefits $168,128

Fundraising Expenses $0

Program Expenses $396,388

Other Expenses $356,640

TOTAL EXPENSES $524,768

Year-over-Year Comparison

	2024	2023	Change
Revenue	$815,817	$476,412	+0.7%
Expenses	$524,768	$588,060	-0.1%
Net Income	$291,049	$-111,648	-3.6%

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

$176,745

Total Directors

$103,305

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANETTE CONTRERAS	PRESIDENT	40.00	Officer Director	$0	$0	$103,305
CORRINE ZAJAC-CLARKSON	CHAIRMAN OF THE BOARD	5.00	Officer Director	$0	$0	$0
ELIJAH ESQUIVEL	TREASURER	4.00	Officer Director	$0	$0	$0
STEPHANIE MELTON	IMM PAST CHAIR	1.00	Officer Director	$0	$0	$0
JENNIFER GABALDON	EXEC VICE PRES	40.00	Officer	$0	$0	$73,440
TAMARA BEALL	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
MANDY FUNCHESS	DIRECTOR	1.00	Director	$0	$0	$0
YASMEEN ABDELJALIL	DIRECTOR	1.00	Director	$0	$0	$0
TRACY ARMIJO	DIRECTOR	1.00	Director	$0	$0	$0
BEN BALKCOM	DIRECTOR	1.00	Director	$0	$0	$0
DARREN DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID DILLER	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
CAITLIN GUTIERREZ	DIRECTOR	1.00	Director	$0	$0	$0
HOWIE HERBERT III	DIRECTOR	1.00	Director	$0	$0	$0
BRANDYN JORDAN	DIRECTOR	1.00	Director	$0	$0	$0
LYNETTE SANDERS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LAFFERTY	DIRECTOR	1.00	Director	$0	$0	$0
RYAN LATIMER	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA LOCKER	DIRECTOR	1.00	Director	$0	$0	$0
GWEN MANSFIELD-VOGT	DIRECTOR	1.00	Director	$0	$0	$0
JANET PACHECO-MORTON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER SALCIDO	DIRECTOR	1.00	Director	$0	$0	$0
MISTY SCHUCK	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE TORREZ	DIRECTOR	1.00	Director	$0	$0	$0
MARY ALICE WALKER-LYSAK	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
EMILY WATESON	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
2025	$815,817	$524,768	$2,279,421	$291,049
2024	$476,412	$588,060	$2,373,477	$-111,648
2023	$430,974	$583,180	$2,589,766	$-152,206
2022	$461,352	$567,429	$2,500,448	$-106,077
2021	$340,462	$447,265	$2,573,720	$-106,803
2020	$531,725	$592,181	$2,709,561	$-60,456
2019	$643,506	$657,547	$2,802,394	$-14,041
2018	$650,602	$685,192	$2,825,030	$-34,590

NEW MEXICO SOCIETY OF CPAS FDN FOR EDUCATION & RESEARCH