NEW MEXICO SOCIETY OF ENROLLED AGENTS (EIN 850333197) - 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

Tax Period

2024-03-01 to 2025-02-28

NEW MEXICO SOCIETY OF ENROLLED AGENTS, founded in 1985, is a micro nonprofit that reported $23K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $28K exceeded revenue, resulting in a 20% operating deficit.

Mission

EDUCATION AND SUPPORT FOR ENROLLED AGENTS

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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 $3,362

Program Service Revenue $18,926

Investment Income $0

Other Revenue $885

TOTAL REVENUE $23,173

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,052

Other Expenses $27,724

TOTAL EXPENSES $27,724

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,173	$46,376	-0.5%
Expenses	$27,724	$45,735	-0.4%
Net Income	$-4,551	$641	-8.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KERI CARDONA	DIRECTOR AT LARGE	10.00	Director	$0	$0	$0
JOHN NIEMI	DIRECTOR AT LARGE	10.00	Director	$0	$0	$0
TERESE FRANCIS	TREASURER	10.00	Officer	$0	$0	$0
PETER WANCO	PAST PRESIDENT	10.00	Officer	$0	$0	$0
LYNN SHUPP	VICE PRESIDENT	10.00	Officer	$0	$0	$0
SANDRA S WEIDNER	PRESIDENT	20.00	Officer	$0	$0	$0
PAM FERGUSON	SECRETARY	15.00	Officer	$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
2026	No data	No data	No data	No data
2025	$23,173	$27,724	$41,323	$-4,551
2024	$46,376	$45,735	$44,476	$641
2023	$37,064	$35,408	$52,562	$1,656
2022	$31,236	$29,864	$47,556	$1,372
2021	$18,993	$10,087	$41,360	$8,906
2020	$36,423	$34,996	$32,454	$1,427
2019	$38,474	$28,243	$31,027	$10,231

NEW MEXICO SOCIETY OF ENROLLED AGENTS