THE FRANK C HIBBEN CHARITABLE TRUST CO ROBERT J DESIDERIO (EIN 850456762) - 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

1998

Legal Domicile

Principal Officer

ROBERT J DESIDERIO

Phone

5052479355

Tax Period

2023-07-01 to 2024-06-30

THE FRANK C HIBBEN CHARITABLE TRUST CO ROBERT J DESIDERIO, founded in 1998, is a small nonprofit in the Education sector that reported $981K in total revenue in fiscal year 2023. Revenue surged 2007% from the prior year, signaling strong growth momentum. The organization ran a surplus of $312K, a strong 32% operating margin.

Mission

THE PURPOSE OF THIS TRUST IS TO SUPPORT THE UNIVERSITY OF 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $981,164

Other Revenue $0

TOTAL REVENUE $981,164

Expense Breakdown

Grants Paid $596,667

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $668,703

Other Expenses $72,036

TOTAL EXPENSES $668,703

Year-over-Year Comparison

	2023	2022	Change
Revenue	$981,164	$46,566	+20.1%
Expenses	$668,703	$623,732	+0.1%
Net Income	$312,461	$-577,166	-1.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY BABBIT	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT J DESIDERIO	TRUSTEE	1.00	Director	$0	$0	$0
ALBERTO GUTIERREZ	TRUSTEE	1.00	Director	$0	$0	$0
DAVID STUART	TRUSTEE	1.00	Director	$0	$0	$0
GARTH BAWDEN	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA BEGAY-CAMPBELL	TRUSTEE	1.00	Director	$0	$0	$0
DAVID PHILLIPS	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH AGUILAR	TRUSTEE	1.00	Director	$0	$0	$0
JOHN PEROVICH	TRUSTEE	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
2025	No data	No data	No data	No data
2024	$981,164	$668,703	$11,423,737	$312,461
2023	$46,566	$623,732	$10,656,279	$-577,166
2022	$972,421	$326,395	$10,184,524	$646,026
2021	$953,396	$476,074	$10,433,706	$477,322
2020	$-9,395	$374,411	$8,673,481	$-383,806
2019	$153,315	$325,391	$8,710,780	$-172,076
2018	$1,331,326	$370,225	$8,588,221	$961,101

THE FRANK C HIBBEN CHARITABLE TRUST CO ROBERT J DESIDERIO