NEW MEXICO UTILITY SHAREHOLDERS ALLIANCE

EIN: 850467310

ALBUQUERQUE, NM

Total Revenue
N/A
Total Expenses
$38,894
Total Assets
N/A
Net Assets
N/A
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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
NM
Principal Officer
SONIA PHILLIPS
Phone
5058364223
Tax Period
2021-01-01 to 2021-12-31

Mission

TO INFORM SHAREHOLDERS OF THE ISSUES THAT MAY AFFECT THEIR INTERESTS IN UTILITY COMPANIES OPERATING IN 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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $38,894
TOTAL EXPENSES $38,894

Year-over-Year Comparison

2021 2020 Change
Revenue N/A $161,228 -1.0%
Expenses $38,894 $223,046 -0.8%
Net Income N/A $-61,818 N/A
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

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Governance

Voting Members
7
Independent Members
7
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
4
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SONIA PHILLIPS PRESIDENT N/A
Officer Director
$0 $0 $0
JOHN FERNALD VICE PRESIDE N/A
Officer Director
$0 $0 $0
DAN LYON TREASURER N/A
Officer Director
$0 $0 $0
ED BORCHARDT SECRETARY N/A
Officer Director
$0 $0 $0
CARLA SONNTAG EXECUTIVE DI N/A
Director
$0 $0 $0
LENTON MALRY DIRECTOR N/A
Director
$0 $0 $0
LEE GRISCOTT DIRECTOR N/A
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
2021 No data $38,894 No data No data
2020 $161,228 $223,046 $38,894 $-61,818
2019 $245,442 $239,703 $158,862 $5,739
2018 $240,749 $241,678 $230,251 $-929
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