THE DOROTHY WOODWARD MEMORIAL (EIN 856061229) - 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

1969

Legal Domicile

Principal Officer

RIIS GONZALES

Phone

5052422684

Tax Period

2024-07-01 to 2025-06-30

THE DOROTHY WOODWARD MEMORIAL, founded in 1969, is a micro nonprofit that reported $38K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7K, a strong 19% operating margin.

Mission

GENERATE INVESTMENT INCOME AND MAKE GRANTS TO THE REGENTS OF THE UNIVERSITY OF NEW MEXICO FOR THE BENEFIT OF THE HISTORY DEPARTMENT. GRANTS ARE TO BE USED TO SUPPORT SOUTHWESTERN UNITED STATES HISTORY RESEARCH PROJECTS.

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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 $37,736

Other Revenue $0

TOTAL REVENUE $37,736

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,706

Other Expenses $717

TOTAL EXPENSES $30,717

Year-over-Year Comparison

	2024	2023	Change
Revenue	$37,736	$31,207	+0.2%
Expenses	$30,717	$55,218	-0.4%
Net Income	$7,019	$-24,011	-1.3%

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

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

$64,576

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK BENAK TRUSTEE	CHAIR	0.20	Officer Director	$0	$0	$4,305
BERNARD E BRUMMELL TRUSTEE	VICE CHAIRMA	0.20	Officer Director	$0	$0	$4,305
HAROLD W LAVENDER JR TRUSTEE	SECRETARY	0.20	Officer Director	$0	$0	$4,305
CHRISTOPHER PACHECO TRUSTEE	DIRECTOR	0.20	Director	$0	$0	$4,305
JAMES G DOBBIE TRUSTEE	DIRECTOR	0.20	Director	$0	$0	$4,305
ED GARCIA TRUSTEE	DIRECTOR	0.20	Director	$0	$0	$4,305
DAVID WALKER TRUSTEE	DICKINSON CO	0.20	Director	$0	$0	$4,305
DOUG BROWN TRUSTEE	DIRECTOR	0.20	Director	$0	$0	$4,305
CAROL GRAEBNER TRUSTEE	DIRECTOR	0.20	Director	$0	$0	$4,305
CYNTHIA SHULTZ TRUSTEE	DIRECTOR	0.20	Director	$0	$0	$3,229
OLIVIA PADILLA-JACKSON TRUSTEE	DIRECTOR	0.20	Director	$0	$0	$4,305
KEN MARVEL TRUSTEE	DIRECTOR	0.20	Director	$0	$0	$4,305
JAMES B LEWIS TRUSTEE	DIRECTOR	0.20	Director	$0	$0	$4,305
LARRY LUJAN TRUSTEE	DIRECTOR	0.20	Director	$0	$0	$4,305
KIM SANCHEZ RAEL TRUSTEE	UNM REPRESEN	0.20	Director	$0	$0	$2,153
KYLE LEE TRUSTEE	DIRECTOR	0.20	Director	$0	$0	$3,229
RIIS GONZALES	PRESIDENT &	0.20	Officer	$0	$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	$37,736	$30,717	$656,386	$7,019
2024	$31,207	$55,218	$647,295	$-24,011
2023	$46,068	$55,216	$638,600	$-9,148
2022	$76,319	$21,009	$595,488	$55,310
2021	$58,790	$24,009	$745,386	$34,781
2020	$34,927	$19,509	$595,019	$15,418
2019	$35,072	$18,469	$563,469	$16,603

THE DOROTHY WOODWARD MEMORIAL