Sacramento Mountains Foundation Inc (EIN 931921211) - 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

2023

Legal Domicile

Principal Officer

John D Wheeler

Phone

5754797435

Tax Period

2023-01-01 to 2023-12-31

Sacramento Mountains Foundation Inc, founded in 2023, is a major nonprofit in the Civil Rights & Advocacy sector that reported $246.7M in total revenue in fiscal year 2023. The organization ran a surplus of $244.6M, a strong 99% operating margin.

Mission

To improve the quality of life of the residents of Otero County, whether it be health-related, recreational, educational, or some other identified need.

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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 $240,183,958

Program Service Revenue $0

Investment Income $6,477,102

Other Revenue $0

TOTAL REVENUE $246,661,060

Expense Breakdown

Grants Paid $1,506,783

Salaries & Benefits $191,183

Fundraising Expenses $0

Program Expenses $2,097,939

Other Expenses $399,973

TOTAL EXPENSES $2,097,939

Year-over-Year Comparison

	2023	2022	Change
Revenue	$246,661,060	N/A	N/A
Expenses	$2,097,939	N/A	N/A
Net Income	$244,563,121	N/A	N/A

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

N/A

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

$91,000

Total Directors

$227,119

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John D Wheeler	Executive Director	40.00	Director	$124,196	$0	$124,196
Mary Ann Mayton	Chief of Operation	40.00	Director	$52,756	$0	$52,756
Norm Arnold	Chairman of the Board	10.00	Director	$29,167	$0	$29,167
Rex Wilson	Vice Chairman of the Board	5.00	Director	$21,000	$0	$21,000
William Mayton	Secretary/Treasurer	5.00	Officer	$21,000	$0	$21,000
Julie Grinder	Board Member	4.00	Officer	$14,000	$0	$14,000
Kathy Fuller	Board Member	4.00	Officer	$14,000	$0	$14,000
Robert Martinez	Board Member	4.00	Officer	$14,000	$0	$14,000
Andrew Lancaster	Board Member	4.00	Officer	$14,000	$0	$14,000
Polly Hickman	Board Member	4.00	Officer	$14,000	$0	$14,000

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
2024	No data	No data	No data	No data
2023	$246,661,060	$2,097,939	$244,704,857	$244,563,121

Sacramento Mountains Foundation Inc