NEW MEXICO UTILITY SHAREHOLDERS AL… - Form 990 Financial Data

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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

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.

Program Service Accomplishments

Program 1

MAINTAINTED WEB SITE, DISTRIBUTED BROCHURES AND NEWSLETTERS, AND HELD MEETINGS TO INFORM MEMBERS AND OTHER SHAREHOLDERS OF INDUSTRY DEVELOPMENTS.

Program 2

SHARED INFORMATION WITH SIMILAR ORGANIZATION AND THE GENERAL PUBLIC, MONITORED AND TESTIFIED BEFORE LEGISLATIVE AND REGULATORY BODIES.

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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 (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

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
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

NEW MEXICO UTILITY SHAREHOLDERS ALLIANCE