UNITED WAY OF SOUTHWEST NM INC (EIN 856004324) - 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

Legal Domicile

Principal Officer

AMANDA MORALES

Phone

5755247561

Tax Period

2023-07-01 to 2024-06-30

UNITED WAY OF SOUTHWEST NM INC is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $18.4M in total revenue in fiscal year 2023. Revenue surged 63% from the prior year, signaling strong growth momentum. Expenses of $21.6M exceeded revenue, resulting in a 17% operating deficit.

Mission

DISTRIBUTE FUNDS TO CHARITABLE ORGANIZATIONS.

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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 $17,927,346

Program Service Revenue $0

Investment Income $6,393

Other Revenue $459,511

TOTAL REVENUE $18,393,250

Expense Breakdown

Grants Paid $348,594

Salaries & Benefits $237,034

Fundraising Expenses $55,083

Program Expenses $21,289,393

Other Expenses $20,979,107

TOTAL EXPENSES $21,564,735

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,393,250	$11,306,738	+0.6%
Expenses	$21,564,735	$9,478,453	+1.3%
Net Income	$-3,171,485	$1,828,285	-2.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA MORALES	EXECUTIVE DIRECTOR	40.00		$72,712	$0	$72,712
CONNIE CAMPOS	President	2.00	Officer Director	$0	$0	$0
YVONNE SILVA	Vice President	2.00	Officer Director	$0	$0	$0
MANUEL MORALES JR	Treasurer	2.00	Officer Director	$0	$0	$0
SHARON FINARELLI	Secretary	2.00	Officer Director	$0	$0	$0
KIM KINDLE	MEMBER	2.00	Director	$0	$0	$0
GABRIEL SERRANO	MEMBER	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	No data	No data	No data	No data
2024	$18,393,250	$21,564,735	$9,829,133	$-3,171,485
2023	$36,918,505	$9,577,906	$30,177,429	$27,340,599
2022	$9,219,815	$5,595,800	$4,794,720	$3,624,015
2021	$705,063	$482,580	$1,155,952	$222,483
2020	$642,788	$535,239	$896,331	$107,549
2019	$604,483	$520,097	$963,067	$84,386
2018	$370,404	$482,921	$866,920	$-112,517

UNITED WAY OF SOUTHWEST NM INC