HEALTH ACTION NEW MEXICO (EIN 850481860) - 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

1995

Legal Domicile

Principal Officer

BARBARA K WEBBER

Phone

5053222152

Tax Period

2024-01-01 to 2024-12-31

HEALTH ACTION NEW MEXICO, founded in 1995, is a small nonprofit in the Health Care sector that reported $871K in total revenue in fiscal year 2024. Revenue surged 276% from the prior year, signaling strong growth momentum. The organization ran a surplus of $145K, a strong 17% operating margin.

Mission

EDUCATE NEW MEXICO ON ACCESSIBLE, AFFORDABLE QUALITY HEALTH CARE.

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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 $870,706

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $870,706

Expense Breakdown

Grants Paid $0

Salaries & Benefits $264,506

Fundraising Expenses $0

Program Expenses $655,078

Other Expenses $461,483

TOTAL EXPENSES $725,989

Year-over-Year Comparison

	2024	2023	Change
Revenue	$870,706	$231,876	+2.8%
Expenses	$725,989	$406,356	+0.8%
Net Income	$144,717	$-174,480	-1.8%

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

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
MICHAEL BIRD	BOARD MEMBER	N/A	Director	$0	$0	$0
NICK ESTES	BOARD MEMBER	N/A	Director	$0	$0	$0
ERIK LUJAN	BOARD MEMBER	N/A	Director	$0	$0	$0
DICK MASON	TREASURER	N/A	Officer Director	$0	$0	$0
LYDIA PENDLEY	PRESIDENT	N/A	Officer Director	$0	$0	$0
MANDY PINO	BOARD MEMBER	N/A	Director	$0	$0	$0
BARBARA K WEBBER	EXECUTIVE DI	N/A	Officer 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	$870,706	$725,989	$1,165,920	$144,717
2023	$231,876	$406,356	$13,731	$-174,480
2022	$381,606	$523,470	$266,669	$-141,864
2021	$590,659	$461,774	$304,893	$128,885
2020	$303,760	$308,277	$172,085	$-4,517
2019	$246,438	$300,399	$150,832	$-53,961
2018	$309,741	$273,206	$206,050	$36,535

HEALTH ACTION NEW MEXICO