Community Foundation of Southern New Mexico (EIN 850455682) - 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

1999

Legal Domicile

Principal Officer

Katy Brack Morrow

Phone

5755214794

Tax Period

2023-01-01 to 2023-12-31

Community Foundation of Southern New Mexico, founded in 1999, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $14.2M in total revenue in fiscal year 2023. Revenue surged 331% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.0M, a strong 70% operating margin.

Mission

The Community Foundation of Southern New Mexico serves as a community resource, connects donors to needs, and supports charitable organizations in their work.

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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 $12,592,211

Program Service Revenue $476,242

Investment Income $1,100,094

Other Revenue $-7,027

TOTAL REVENUE $14,161,520

Expense Breakdown

Grants Paid $3,182,904

Salaries & Benefits $293,971

Fundraising Expenses $92,830

Program Expenses $3,893,167

Other Expenses $704,764

TOTAL EXPENSES $4,181,639

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,161,520	$3,282,640	+3.3%
Expenses	$4,181,639	$2,767,350	+0.5%
Net Income	$9,979,881	$515,290	+18.4%

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

$131,010

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Terra Winter	President & CEO	40.00	Officer	$131,010	$0	$131,010
Preston Mitchell	Chair	5.00	Officer Director	$0	$0	$0
Katy Brack Morrow	Vice Chair	5.00	Officer Director	$0	$0	$0
Melissa Diaz	Secretary	5.00	Officer Director	$0	$0	$0
Gary Bruner	Treasurer	5.00	Officer Director	$0	$0	$0
Celeste McGuire	Past Chair	5.00	Director	$0	$0	$0
Dr Dolores Gomez	Director	5.00	Director	$0	$0	$0
Chris Mitchell	Director	5.00	Director	$0	$0	$0
Dr Loui Reyes	Director	5.00	Director	$0	$0	$0
Michael Smith	Director	5.00	Director	$0	$0	$0
Christopher Salcido	Director	5.00	Director	$0	$0	$0
Christine Salazar	Director	5.00	Director	$0	$0	$0
Ricardo Rico Gonzales	Director	5.00	Director	$0	$0	$0
Alexander Alex Hummer	Director	5.00	Director	$0	$0	$0
Craig Buchanan	Director	5.00	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	No data	No data	No data	No data
2023	$14,161,520	$4,181,639	$48,816,884	$9,979,881
2022	$3,282,640	$2,767,350	$38,104,848	$515,290
2021	$3,608,639	$2,587,261	$40,817,137	$1,021,378
2020	$18,654,862	$3,271,303	$38,851,225	$15,383,559
2019	$2,095,849	$1,482,711	$16,900,236	$613,138
2018	$1,053,317	$1,386,904	$13,734,721	$-333,587

Community Foundation of Southern New Mexico