HILLEL AT THE UNIVERSITY OF NEW MEXICO (EIN 850481051) - 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

1996

Legal Domicile

Principal Officer

SARA KOPLIK

Phone

5052421127

Tax Period

2024-07-01 to 2025-06-30

HILLEL AT THE UNIVERSITY OF NEW MEXICO, founded in 1996, is a small nonprofit that reported $249K in total revenue in fiscal year 2024. Revenue surged 139% from the prior year, signaling strong growth momentum. The organization ran a surplus of $122K, a strong 49% operating margin.

Mission

HILLEL AT UNM IS THE CENTER FOR JEWISH STUDENT AND YOUNG PROFESSIONAL LIFE IN ALBUQUERQUE, 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 (2024)

Revenue Breakdown

Contributions & Grants $238,233

Program Service Revenue $0

Investment Income $4,409

Other Revenue $6,422

TOTAL REVENUE $249,064

Expense Breakdown

Grants Paid $9,065

Salaries & Benefits $74,305

Fundraising Expenses $11,614

Program Expenses $91,412

Other Expenses $43,651

TOTAL EXPENSES $127,021

Year-over-Year Comparison

	2024	2023	Change
Revenue	$249,064	$104,309	+1.4%
Expenses	$127,021	$100,236	+0.3%
Net Income	$122,043	$4,073	+29.0%

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

$69,564

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARA KOPLIK	EXECUTIVE DI	32.00	Officer	$69,564	$0	$69,564
JOHN WERTHEIM	PRESIDENT	2.00	Officer Director	$0	$0	$0
BARTON WOHL	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
HOWARD FRIEDMAN	TREASURER	2.00	Officer Director	$0	$0	$0
MILTON LASOSKI	SECRETARY	2.00	Officer Director	$0	$0	$0
ADAM HECHT	DIRECTOR	2.00	Director	$0	$0	$0
ANNALISA DI NOLA	DIRECTOR	2.00	Director	$0	$0	$0
JENNA EFROYMSON	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES PAINE	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT SCHAFFER	DIRECTOR	2.00	Director	$0	$0	$0
ROB SCHWARTZ	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT STEINBERG	DIRECTOR	2.00	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	$249,064	$127,021	$423,630	$122,043

HILLEL AT THE UNIVERSITY OF NEW MEXICO