New Mexico Trial Lawyers Associati… - Form 990 Financial Data

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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

1988

Legal Domicile

Principal Officer

Julianna Koob

Phone

5052436003

Tax Period

2023-07-01 to 2024-06-30

New Mexico Trial Lawyers Association Foundation, founded in 1988, is a small nonprofit that reported $494K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $432K left a modest 12% surplus.

Mission

Works to provide education to attorneys and preserve their clients rights to trial by jury.

Program Service Accomplishments

Program 1

Expenses: $304,301 Revenue: $328,281

The organization conducted seminars and teleseminars on legal topics for judges, lawyers and their support staff. Webinars are also available through the organizations website.

Program 2

Expenses: $16,625 Revenue: $40,438

NMTL Journal: a bimonthly legal publication giving a comprehensive overview of New Mexico and federal court decisions. Educational materials are also available for sale.

Program 3

Expenses: $21,550 Revenue: $20,800

Amicus Fund submits briefs to the Supreme Court and Court of Appeals which set forth positions of plaintiffs on issues.

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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 (2023)

Revenue Breakdown

Contributions & Grants $35,000

Program Service Revenue $440,637

Investment Income $17,967

Other Revenue $0

TOTAL REVENUE $493,604

Expense Breakdown

Grants Paid $0

Salaries & Benefits $109,295

Fundraising Expenses $0

Program Expenses $403,977

Other Expenses $322,842

TOTAL EXPENSES $432,137

Year-over-Year Comparison

	2023	2022	Change
Revenue	$493,604	$523,690	-0.1%
Expenses	$432,137	$444,662	0.0%
Net Income	$61,467	$79,028	-0.2%

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

$8,620

Key Employees

$129,238

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julianna Koob	Executive Director	0.00	Key Emp	$77,543	$0	$129,238
Paul Abrams	Director	1.00	Director	$0	$0	$0
Erika Anderson	Director	1.00	Director	$0	$0	$0
Andre Archuleta	Director	1.00	Director	$0	$0	$0
Tyler Atkins	President	1.00	Officer Director	$0	$0	$0
Jamison Barkley	Director	1.00	Director	$0	$0	$0
Richard Barrera	Director	1.00	Director	$0	$0	$0
Lori Bencoe	Director	1.00	Director	$0	$0	$0
Rosalind Bienvenu	Director	1.00	Director	$0	$0	$0
Margaret Branch	Director	1.00	Director	$0	$0	$0
Allegra Carpenter	Director	1.00	Director	$0	$0	$0
Nancy Cronin	Director	1.00	Director	$0	$0	$0
Katie Curry	Director	1.00	Director	$0	$0	$0
Michael Doyle	Director	1.00	Director	$0	$0	$0
David Duhigg	Director	1.00	Director	$0	$0	$0
Michael Duran	Director	1.00	Director	$0	$0	$0
Brian Egolf	Director	1.00	Director	$0	$0	$0
Katherine Ferlic	Director	1.00	Director	$0	$0	$0
Sean Fitzpatrick	Director	1.00	Director	$0	$0	$0
Connie Flores	Director	1.00	Director	$0	$0	$0
Adam Flores	Director	1.00	Director	$0	$0	$0
Theresa Hacsi	Director	1.00	Director	$0	$0	$0
Nikko Harada	Director	1.00	Director	$0	$0	$0
Andrea Harris	Director	1.00	Director	$0	$0	$0
F Michael Hart	Director	1.00	Director	$0	$0	$0
Dusti Harvey	Director	1.00	Director	$0	$0	$0
Rachel Higgins	Director	1.00	Director	$0	$0	$0
Corbin Hildebrandt	Director	1.00	Director	$0	$0	$0
Lee Hunt	Director	1.00	Director	$0	$0	$0
Justin Kaufman	Director	1.00	Director	$0	$0	$0
William Keeler	Director	1.00	Director	$0	$0	$0
Zackeree Kelin	Director	1.00	Director	$0	$0	$0
Cherie LaCour	Director	1.00	Director	$0	$0	$0
Cid D Lopez	Director	1.00	Director	$0	$0	$0
Katie Marion	Director	1.00	Director	$0	$0	$0
Stephen Marshall	Director	1.00	Director	$0	$0	$0
David Martinez	Director	1.00	Director	$0	$0	$0
Kristina Martinez	Director	1.00	Director	$0	$0	$0
Nicholas Mattison	Secretary	1.00	Officer Director	$0	$0	$0
Randi McGinn	Director	1.00	Director	$0	$0	$0
Mollie C McGraw	Director	1.00	Director	$0	$0	$0
Mixcoatl Miera-Rosete	Director	1.00	Director	$0	$0	$0
A Elicia Montoya	Director	1.00	Director	$0	$0	$0
Joel Newton	Director	1.00	Director	$0	$0	$0
Christopher Papaleo	Director	1.00	Director	$0	$0	$0
Richard J Parmley Jr	Director	1.00	Director	$0	$0	$0
Victor Poulos	Director	1.00	Director	$0	$0	$0
Feliz Rael	Treasurer	1.00	Officer Director	$0	$0	$0
Geoffrey Romero	Director	1.00	Director	$0	$0	$0
Julio Romero	Director	1.00	Director	$0	$0	$0
Pia Salazar	Director	1.00	Director	$0	$0	$0
Andrew Scholl	Director	1.00	Director	$0	$0	$0
Michael Sievers	Director	1.00	Director	$0	$0	$0
Komal Stiver	Director	1.00	Director	$0	$0	$0
David Stout	Director	1.00	Director	$8,620	$0	$8,620
James Tawney	Director	1.00	Director	$0	$0	$0
Bruce Thompson	Director	1.00	Director	$0	$0	$0
Victor Titus	Director	1.00	Director	$0	$0	$0
Denise Torres	Director	1.00	Director	$0	$0	$0
Maria Touchet	Immediate Past President	1.00	Officer Director	$0	$0	$0
Rob Treinen	Director	1.00	Director	$0	$0	$0
Gabrielle Valdez	Director	1.00	Director	$0	$0	$0
Richard Valle	Director	1.00	Director	$0	$0	$0
Matthew Vance	Director	1.00	Director	$0	$0	$0
Ray Vargas	Director	1.00	Director	$0	$0	$0
Adrian Vega	Director	1.00	Director	$0	$0	$0
Samuel Walker	Director	1.00	Director	$0	$0	$0
Vincent J Ward	Director	1.00	Director	$0	$0	$0
Peter White	Director	1.00	Director	$0	$0	$0
Bryan Williams	Director	1.00	Director	$0	$0	$0
Joleen Youngers	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	$493,604	$432,137	$904,574	$61,467
2023	$523,690	$444,662	$802,037	$79,028
2022	$452,559	$362,043	$706,450	$90,516
2021	$383,162	$318,162	$697,988	$65,000
2020	$357,764	$336,945	$552,003	$20,819
2019	$290,982	$290,599	$547,284	$383
2018	$284,479	$253,626	$535,507	$30,853

New Mexico Trial Lawyers Association Foundation