GOLDEN APPLE FOUNDATION OF NEW MEXI (EIN 850420305) - 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

1994

Principal Officer

JULIE KOONTZ

Tax Period

2020-01-01 to 2020-12-31

GOLDEN APPLE FOUNDATION OF NEW MEXI, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $164K in total revenue in fiscal year 2020. Revenue fell 43% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $56K, a strong 34% operating margin.

Mission

TO CATALYZE TEACHING EXCELLENCE THROUGH RECOGNITION, PROFESSIONAL DEVELOPMENT, AND COMMUNITY ENGAGEMENT.

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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 (2020)

Revenue Breakdown

Contributions & Grants $159,415

Program Service Revenue $0

Investment Income $931

Other Revenue $3,850

TOTAL REVENUE $164,196

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,310

Fundraising Expenses $11,253

Program Expenses $71,088

Other Expenses $28,543

TOTAL EXPENSES $107,853

Year-over-Year Comparison

	2020	2019	Change
Revenue	$164,196	$287,591	-0.4%
Expenses	$107,853	$197,174	-0.5%
Net Income	$56,343	$90,417	-0.4%

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

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

$36,753

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE BEVERLY	MEMBER	1.00	Director	$0	$0	$0
GARRETT HENNESSY	MEMBER	1.00	Director	$0	$0	$0
MARY ANN CONSTANTINI	MEMBER	1.00	Director	$0	$0	$0
JAMES GERWELS	MEMBER	1.00	Director	$0	$0	$0
DENNIS DAVIS	MEMBER	1.00	Director	$0	$0	$0
GRETCHEN ROCKENFIELD	MEMBER	1.00	Director	$0	$0	$0
JONATHAN SCHAUMBERG	MEMBER	1.00	Director	$0	$0	$0
MICHAEL SILVA	MEMBER	1.00	Director	$0	$0	$0
LESLIE CARPENTER	MEMBER	1.00	Director	$0	$0	$0
CHAMIZA PACHECO DE ALAS	MEMBER	1.00	Director	$0	$0	$0
PAULA JACKSON	MEMBER	1.00	Director	$0	$0	$0
JULIE KOONTZ	PRESIDENT	3.00	Officer	$0	$0	$0
JEFF TUTTLE	TREASURER, M	2.00	Officer	$0	$0	$0
DIANE DENISH	PAST PRESIDE	1.00	Officer	$0	$0	$0
BRIAN O'CONNELL	EXECUTIVE DI	1.00	Officer	$36,753	$0	$36,753

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
2020	$164,196	$107,853	$265,445	$56,343
2019	$287,591	$298,298	$210,327	$-10,707
2018	$275,352	$277,062	$228,732	$-1,710

GOLDEN APPLE FOUNDATION OF NEW MEXI