SANDOVAL ECONOMIC ALLIANCE INC (EIN 850407128) - 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

1992

Legal Domicile

Tax Period

2022-07-01 to 2023-06-30

SANDOVAL ECONOMIC ALLIANCE INC, founded in 1992, is a small nonprofit that reported $419K in total revenue in fiscal year 2022. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $406K, a strong 97% operating margin.

Mission

TO FOSTER ECONOMIC VIBRANCY BY CREATING, STRENGTHENING, AND RETAINING ECONOMIC BASE JOBS THAT ENHANCE THE QUALITY OF LIFE IN RIO RANCHO AND SANDOVAL COUNTY, NEW MEXICO.

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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 (2022)

Revenue Breakdown

Contributions & Grants $212,163

Program Service Revenue $206,465

Investment Income $32

Other Revenue $0

TOTAL REVENUE $418,660

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2

Program Expenses $12,713

Other Expenses $12,722

TOTAL EXPENSES $12,722

Year-over-Year Comparison

	2022	2021	Change
Revenue	$418,660	$475,467	-0.1%
Expenses	$12,722	$381,745	-1.0%
Net Income	$405,938	$93,722	+3.3%

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

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

$125,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRED SHEPERD	PRESIDENT AND CEO - CURRENT	40.00	Officer	$125,000	$0	$125,000
DAVID PATTERSON	BOARD MEMBER	0.50	Director	$0	$0	$0
ED SMITH	BOARD MEMBER	0.50	Director	$0	$0	$0
PHIL CASAUS	BOARD MEMBER	0.50	Director	$0	$0	$0
DORA DOMINGUEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
MELISSA GOMEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
MARIO CERVANTES	BOARD MEMBER	0.50	Director	$0	$0	$0
LAURA BURTON	BOARD MEMBER	0.50	Director	$0	$0	$0
MARIO FERNANDEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
JIMMIE BLOTTER	BOARD MEMBER	0.50	Director	$0	$0	$0
MATTHEW GEISEL	BOARD MEMBER	0.50	Director	$0	$0	$0
MATTHEW SPANGLER	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHELLE FRANKS	BOARD MEMBER	0.50	Director	$0	$0	$0
MIKE SKOLNICK	BOARD MEMBER	0.50	Director	$0	$0	$0
TOM NOVACK	BOARD MEMBER	0.50	Director	$0	$0	$0
GARY HOUSELY	BOARD MEMBER	0.50	Director	$0	$0	$0
ERIN JOHNSON-KRUFT	BOARD MEMBER	0.50	Director	$0	$0	$0
ERIKA EDGERLY	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHAEL BAKER	BOARD MEMBER	0.50	Director	$0	$0	$0
JR ALLISON	BOARD CHAIR ELECT	0.50	Officer	$0	$0	$0
GARY SAIZ	BOARD CHAIR	0.50	Officer	$0	$0	$0
JOE SIERRA	BOARD TREASURER	0.50	Officer	$0	$0	$0
PIERCE RUNNELS	BOARD SECRETARY	0.50	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$418,660	$12,722	$362,288	$405,938
2022	$475,467	$381,745	$405,958	$93,722
2021	$423,697	$393,736	$374,339	$29,961
2020	$639,118	$578,098	$314,584	$61,020
2019	$682,006	$663,626	$260,269	$18,380
2018	$656,351	$692,211	$205,678	$-35,860

SANDOVAL ECONOMIC ALLIANCE INC