University of New Mexico Alumni Association (EIN 856010741) - 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

1962

Legal Domicile

Principal Officer

Connie Beimer

Phone

5052779083

Tax Period

2022-07-01 to 2023-06-30

University of New Mexico Alumni Association, founded in 1962, is a small nonprofit in the Education sector that reported $817K in total revenue in fiscal year 2022. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $781K left a modest 4% surplus.

Mission

THE ALUMNI ASSOCIATION IS A VITAL PARTNER IN THE CONTINUED EXCELLENCE OF THE UNIVERSITY OF NEW MEXICO THROUGH THE SIGNIFICANT ENGAGEMENT OF ALUMNI. THE ALUMNI ASSOCIATION'S MISSION IS TO SERVE AS A BRIDGE BETWEEN ALUMNI AND THE UNIVERSITY TO ENSURE THE CONTINUED SUCCESS OF THE UNIVERSITY AND TO ENRICH THE LIVES OF ALUMNI

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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 (2022)

Revenue Breakdown

Contributions & Grants $8,709

Program Service Revenue $8,124

Investment Income $257,822

Other Revenue $541,877

TOTAL REVENUE $816,532

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $425,105

Other Expenses $780,638

TOTAL EXPENSES $780,638

Year-over-Year Comparison

	2022	2021	Change
Revenue	$816,532	$1,059,740	-0.2%
Expenses	$780,638	$798,944	0.0%
Net Income	$35,894	$260,796	-0.9%

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

300

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

$227,967

Total Directors

$227,967

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Connie Beimer	Executive Director/Secreta	25.00	Officer Director	$0	$54,524	$227,967
Mike Silva	Past-President	2.00	Officer Director	$0	$0	$0
Amy Miller	President	2.00	Officer Director	$0	$0	$0
Joe Ortiz	Treasurer	2.00	Officer Director	$0	$0	$0
Dr Kenneth Armijo	President Elect	2.00	Director	$0	$0	$0
Yasine Armstrong	Member	2.00	Director	$0	$0	$0
Sandra Begay	Member	2.00	Director	$0	$0	$0
Kyle Biederwolf	Member	2.00	Director	$0	$0	$0
Xochitl Biggs	Member	2.00	Director	$0	$0	$0
Doug Brown	Member	2.00	Director	$0	$0	$0
Robert Calvani	Member	2.00	Director	$0	$0	$0
Aprilyn Chavez Geissler	Member	2.00	Director	$0	$0	$0
Sophia Collaros	Member	2.00	Director	$0	$0	$0
Joe Dworak	Member	2.00	Director	$0	$0	$0
Ryan Ferguson	Member	2.00	Director	$0	$0	$0
Darrell Garcia	Member	2.00	Director	$0	$0	$0
Sara Gold	Member	2.00	Director	$0	$0	$0
Sydney Gunthorpe	Member	2.00	Director	$0	$0	$0
Shammara Henderson	Member	2.00	Director	$0	$0	$0
Jeffrey Hoehn	Member	2.00	Director	$0	$0	$0
Jessica Hurtado	Member	2.00	Director	$0	$0	$0
Erica Krause-Munoz	Member	2.00	Director	$0	$0	$0
Chris Lujan	Member	2.00	Director	$0	$0	$0
Holley Mariani	Member	2.00	Director	$0	$0	$0
Rene Matison	Member	2.00	Director	$0	$0	$0
Susan Moczygemba-McKinsey	Member	2.00	Director	$0	$0	$0
Fred Mondragon	Member	2.00	Director	$0	$0	$0
Abel Montez	Member	2.00	Director	$0	$0	$0
Debbie Morris	Member	2.00	Director	$0	$0	$0
Jim Novak	Member	2.00	Director	$0	$0	$0
Roberta Ricci	Member	2.00	Director	$0	$0	$0
Jaymie Roybal	Member	2.00	Director	$0	$0	$0
Michele Ziegler	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	No data	No data	No data	No data
2023	$816,532	$780,638	$10,660,033	$35,894
2022	$1,059,740	$798,944	$9,944,307	$260,796
2021	$1,187,708	$568,115	$11,625,917	$619,593
2020	$1,007,638	$763,894	$9,739,104	$243,744
2019	$1,203,953	$693,835	$9,498,133	$510,118
2018	$1,190,025	$1,068,058	$8,916,945	$121,967

University of New Mexico Alumni Association