SANDIA FOUNDATION (EIN 856009907) - 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

1948

Legal Domicile

Principal Officer

RIIS GONZALES

Phone

5052422684

Tax Period

2024-07-01 to 2025-06-30

SANDIA FOUNDATION, founded in 1948, is a community nonprofit in the Education sector that reported $8.3M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.6M, a strong 31% operating margin.

Mission

GENERATE INCOME FROM REAL ESTATE AND SECURITIES INVESTMENTS AND DISTRIBUTE FUNDS TO THE FOUNDATION'S BENEFICIARIES. THE DISTRIBUTIONS ARE TO DICKINSON COLLEGE, THE UNIVERSITY OF NEW MEXICO, AND ALBUQUERQUE CHARITIES PER THE WILL OF HUGH B. WOODWARD.

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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 $0

Program Service Revenue $0

Investment Income $5,108,617

Other Revenue $3,190,356

TOTAL REVENUE $8,298,973

Expense Breakdown

Grants Paid $4,204,500

Salaries & Benefits $664,206

Fundraising Expenses $0

Program Expenses $4,481,061

Other Expenses $834,412

TOTAL EXPENSES $5,703,118

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,298,973	$7,372,671	+0.1%
Expenses	$5,703,118	$5,245,971	+0.1%
Net Income	$2,595,855	$2,126,700	+0.2%

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

$360,069

Total Directors

$364,792

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK BENAK TRUSTEE	CHAIR	2.00	Officer Director	$4,305	$0	$4,305
BERNARD E BRUMMELL TRUSTEE	VICE CHAIRMA	2.00	Officer Director	$4,305	$0	$4,305
HAROLD W LAVENDER JR TRUSTEE	SECRETARY	2.00	Officer Director	$4,305	$0	$4,305
CHRISTOPHER PACHECO TRUSTEE	DIRECTOR	1.00	Director	$4,305	$0	$4,305
JAMES G DOBBIE TRUSTEE	DIRECTOR	1.00	Director	$4,305	$0	$4,305
ED GARCIA TRUSTEE	DIRECTOR	1.00	Director	$4,305	$0	$4,305
DAVID WALKER TRUSTEE	DICKINSON CO	1.00	Director	$4,305	$36,541	$304,521
DOUG BROWN TRUSTEE	DIRECTOR	1.00	Director	$4,305	$0	$4,305
CAROL GRAEBNER TRUSTEE	DIRECTOR	1.00	Director	$4,305	$0	$4,305
CYNTHIA SCHULTZ TRUSTEE	DIRECTOR	1.00	Director	$3,229	$0	$3,229
OLIVIA PADILLA-JACKSON TRUSTEE	DIRECTOR	1.00	Director	$4,305	$0	$4,305
KEN MARVEL	DIRECTOR	1.00	Director	$4,305	$0	$4,305
JAMES B LEWIS	DIRECTOR	1.00	Director	$4,305	$0	$4,305
LARRY LUJAN	DIRECTOR	1.00	Director	$4,305	$0	$4,305
KIM SANCHEZ RAEL	UNM REPRESEN	1.00	Director	$2,153	$0	$2,153
KYLE LEE	DIRECTOR	1.00	Director	$3,229	$0	$3,229
RIIS GONZALES	PRESIDENT &	40.00	Officer	$315,550	$31,604	$347,154

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	$8,298,973	$5,703,118	$121,164,721	$2,595,855
2024	$7,372,671	$5,245,971	$115,034,499	$2,126,700
2023	$6,107,064	$5,167,444	$106,716,964	$939,620
2022	$6,126,551	$5,038,627	$101,924,097	$1,087,924
2021	$4,967,122	$4,468,701	$111,642,478	$498,421
2020	$5,182,629	$4,199,707	$96,432,643	$982,922
2019	$3,120,251	$4,118,260	$98,482,149	$-998,009

SANDIA FOUNDATION