NEW MEXICO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS - EDUCATIONAL FUND (EIN 856013871) - 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

1961

Legal Domicile

Principal Officer

JEANETTE CONTRERAS

Phone

5052461699

Tax Period

2024-07-01 to 2025-06-30

NEW MEXICO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS - EDUCATIONAL FUND, founded in 1961, is a micro nonprofit that reported $28K in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $47K exceeded revenue, resulting in a 67% operating deficit.

Mission

AWARD SCHOLARSHIPS TO QUALIFIED INDIVIDUALS

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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 $15,220

Program Service Revenue $0

Investment Income $13,155

Other Revenue $0

TOTAL REVENUE $28,375

Expense Breakdown

Grants Paid $42,882

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,882

Other Expenses $4,390

TOTAL EXPENSES $47,272

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,375	$50,510	-0.4%
Expenses	$47,272	$33,948	+0.4%
Net Income	$-18,897	$16,562	-2.1%

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

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

$176,745

Total Directors

$103,305

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CORRINE ZAJAK-CLARKSON	CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
TAMARA BEALL	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
STEPHANIE MELTON	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
ELIJAH ESQUIVEL	TREASURER	1.00	Officer Director	$0	$0	$0
JEANETE CONTRERAS	PRESIDENT	5.00	Officer Director	$0	$0	$103,305
MANDY FUNCHESS	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER GABALDON	EXEC VICE PRESIDENT	5.00	Officer	$0	$0	$73,440
YASMEEN ABDELJALIL	DIRECTOR	1.00	Director	$0	$0	$0
TRACY ARMIJO	DIRECTOR	1.00	Director	$0	$0	$0
BEN BALKCOM	DIRECTOR	1.00	Director	$0	$0	$0
DARREN DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID DILLER	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
CAITLIN GUTIERREZ	DIRECTOR	1.00	Director	$0	$0	$0
HOWIE HERBERT III	DIRECTOR	1.00	Director	$0	$0	$0
BRANDYN JORDAN	DIRECTOR	1.00	Director	$0	$0	$0
LYNETTE SANDERS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LAFFERTY	DIRECTOR	1.00	Director	$0	$0	$0
RYAN LATIMER	DIRECTOR	1.00	Director	$0	$0	$0
GWEN MANSFIELD-VOGT	DIRECTOR	1.00	Director	$0	$0	$0
JANET PACHECO MORTON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER SALCIDO	DIRECTOR	1.00	Director	$0	$0	$0
MISTY SCHUCK	DIRECTOR	1.00	Director	$0	$0	$0
MARY ALICE WALKER-LYSAK	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE TORREZ	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
EMILY WILSON	DIRECTOR	1.00	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	$28,375	$47,272	$523,415	$-18,897
2024	$50,510	$33,948	$505,655	$16,562

NEW MEXICO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS - EDUCATIONAL FUND