Civic Intelligence

Santa Fe Pro Musica Endowment

990 • Fiscal year 2018 • EIN 52-2321507

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 13, 2018

Organization ProfileNONE
40 Sunlit Drive WestSanta Fe, NM 87508

(505) 988-3788

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

7th percentile

-58%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

42nd percentile

-1.8%

Faster asset growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

26th percentile

-17%

Faster revenue growth than 26% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$113,744

Down $2,031 (-1.8%) from 2017

Net Assets

Down

$113,744

Down $2,031 (-1.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin7th percentile

Revenue

Down

$3,481

Down $727 (-17%) from 2017

Expenses

Up

$5,512

Up $2,097 (+61%) from 2017

Net Income

Down

-$2,031

Down $2,824 (-356%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $123,288Liabilities 2011: $0Net Assets 2011: $123,2882011Assets 2012: $116,960Liabilities 2012: $0Net Assets 2012: $116,9602012Assets 2013: $112,024Liabilities 2013: $0Net Assets 2013: $112,0242013Assets 2014: $112,465Liabilities 2014: $0Net Assets 2014: $112,4652014Assets 2015: $113,986Liabilities 2015: $0Net Assets 2015: $113,9862015Assets 2016: $114,982Liabilities 2016: $0Net Assets 2016: $114,9822016Assets 2017: $115,775Liabilities 2017: $0Net Assets 2017: $115,7752017Assets 2018: $113,744Liabilities 2018: $0Net Assets 2018: $113,7442018Assets 2019: $113,296Liabilities 2019: $0Net Assets 2019: $113,2962019Assets 2020: $113,122Liabilities 2020: $0Net Assets 2020: $113,1222020Assets 2021: $110,709Liabilities 2021: $0Net Assets 2021: $110,7092021Assets 2022: $96,160Liabilities 2022: $0Net Assets 2022: $96,1602022Assets 2023: $92,259Liabilities 2023: $0Net Assets 2023: $92,2592023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$113,744
Liabilities$0
Net Assets$113,744
Open 2018 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $316Expenses 2011: $1,990Net Income 2011: -$1,6742011Revenue 2012: $1,242Expenses 2012: $7,570Net Income 2012: -$6,3282012Revenue 2013: $256Expenses 2013: $5,191Net Income 2013: -$4,9352013Revenue 2014: $595Expenses 2014: $155Net Income 2014: $4402014Revenue 2015: $1,621Expenses 2015: $100Net Income 2015: $1,5212015Revenue 2016: $2,996Expenses 2016: $2,000Net Income 2016: $9962016Revenue 2017: $4,208Expenses 2017: $3,415Net Income 2017: $7932017Revenue 2018: $3,481Expenses 2018: $5,512Net Income 2018: -$2,0312018Revenue 2019: $2,684Expenses 2019: $3,132Net Income 2019: -$4482019Revenue 2020: $2,596Expenses 2020: $2,770Net Income 2020: -$1742020Revenue 2021: $3,156Expenses 2021: $1,661Net Income 2021: $1,4952021Revenue 2022: $2,913Expenses 2022: $4,800Net Income 2022: -$1,8872022Revenue 2023: $4,054Expenses 2023: $1,891Net Income 2023: $2,1632023Revenue 2024: $7,069Expenses 2024: $99,328Net Income 2024: -$92,2592024

Highlighted filing

2018

Revenue$3,481
Expenses$5,512
Net Income-$2,031
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Dec 13, 2018
Return Version
2017v2.3
Gross Receipts
$3,481
Mission and Program Overview

Mission

Santa fe pro musica endowment foundation, as a supporting organization, provides grants to santa fe pro musica

Provide grants to santa fe pro musica, a 501 (c) (3) performimg arts organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,701$92,321▲ $71,620
Prepaid Expenses and Deferred Charges$13,000$12,500▼ $500
Savings and Temporary Cash Investments$82,074$8,923▼ $73,151
Total Assets$115,775$113,744▼ $2,031
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$115,775$113,744▼ $2,031
Total Net Assets Fund Balance$115,775$113,744▼ $2,031
Total Liabilities and Net Assets / Fund Balance$115,775$113,744▼ $2,031
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Michael WaldronPresident
James M DemayBoard Member
Alexander PurdueSecretary
C Byron KohrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,500
Program Service Revenue
$0
Investment Income
$1,981
Other Revenue
$0
All Other Contributions
$1,500
Change in Net Assets
$-2,031
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,000
Other Expenses$512
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,000--$5,000
Advertising$500--$500
Fees for Services Other-$12-$12
Total Functional Expenses$5,500$12$0$5,512
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990, part vi, line 11b - organization's process to review form 990 no formal review was or will be conducted. Trustees are given a copy of the form 990 prior to filing.”

Form 990, Part VI, Section C, Line 19

“Form 990, part vi, line 19 - governing documents disclosure explanation documents are made available upon written request.”

Filing and Contact Details

Filer

Filer Name
Santa Fe Pro Musica Endowment
EIN
52-2321507
Phone
5059883788
Address
40 SUNLIT DRIVE WEST, SANTA FE, NM 87508

Signing Officer

Name
C Byron Kohr
Title
Treasurer
Phone
5059882527
Signed
2018-12-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
C Byron Kohr
Formed
2001
Legal Domicile
Nm
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Swain & Grieco LLC
Address
2050 BOTULPH ROAD SUITE A, SANTA FE, NM 87505
Preparer
Michael D Swain CPA
Phone
5059883770
Raw XML Appendix340 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AdvertisingGrp/TotalAmt0500
IRS990/AllOtherContributionsAmt01500
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IRS990/BooksInCareOfDetail/PhoneNum05059883788
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt040 SUNLIT DRIVE WEST
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA FE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03481
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IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0115775
IRS990/NetAssetsOrFundBalancesEOYAmt0113744
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013000
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-2031
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt08923
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ONE MEMBER OF THE BOARD OF TRUSTEES OF THE SANTA FE PRO MUSICA ENDOWMENT FOUNDATION (SUPPORTING ORGANIZATION) IS APPOINTED BY THE BOARD OF TRUSTEES OF SANTA FE PRO MUSICA (SUPPORTED ORGANIZATION). DIALOGUE BETWEEN THE STAFF OF SANTA FE PRO MUSICA AND MEMBERS OF THE ENDOWMENT FOUNDATION BOARD OCCURS FREQUENTLY TO DISCUSS ISSUES OF INTEREST TO THE TWO ORGANIZATIONS. TWO MEMBERS OF THE BOARD OF TRUSTEES OF THE SANTA FE PRO MUSICA ENDOWMENT ARE FORMER MEMBERS OF THE BOARD OF TRUSTEES OF SANTA FE PRO MUSICA.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION B, LINE 1:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 990 NO FORMAL REVIEW WAS OR WILL BE CONDUCTED. TRUSTEES ARE GIVEN A COPY OF THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PART VI, LINE 19 - GOVERNING DOCUMENTS DISCLOSURE EXPLANATION DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST.
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0DURING THE FISCAL YEAR ENDED JULY 31, 2018, THE ORGANIZATION MADE LOANS TOTALING $25,000 TO SANTA FE PRO MUSICA. THE LOAN WAS PAID BACK IN FULL BY THE END OF THE FISCAL YEAR. INTEREST PAID AT AN ANNUAL RATE OF 2.0% BY SANTA FE PRO MUSICA TO THE ORGANIZATION DURING THE FISCAL YEAR WAS $362.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R - ADDITIONAL INFORMATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt025000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SANTA FE PRO MUSICA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0D
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0115775
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0113744
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0115775
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0113744
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt040 SUNLIT DRIVE WEST
IRS990/USAddress/CityNm0SANTA FE
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087508
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0C BYRON KOHR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05059882527
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA FE PRO MUSICA ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0522321507
ReturnHeader/Filer/PhoneNum05059883788
ReturnHeader/Filer/USAddress/AddressLine1Txt040 SUNLIT DRIVE WEST
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087508
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00522949D19A74ADADE7971BE60FC75E564CD9A2F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00522949D19A74ADADE7971BE60FC75E564CD9A2F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.240.8.113
ReturnHeader/FilingSecurityInformation/IPDt02018-12-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm013:57:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850455053
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWAIN & GRIECO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02050 BOTULPH ROAD SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA FE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087505
ReturnHeader/PreparerPersonGrp/PhoneNum05059883770
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D SWAIN CPA
ReturnHeader/ReturnTs02018-12-14T16:42:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,744
Liabilities
$0
Net assets
$113,744
Revenue
$3,481
Expenses
$5,512
Net income
-$2,031
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$0.99$0.92
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.02$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.03$0.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.03$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.03$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.03$0.06$0.02
2017Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.04$0.03$0.01
2016Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.03$0.02$0.01
2015Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.02$0.00$0.02
2014Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$0.01$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$0.00$0.05$0.05
2012Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.01$0.08$0.06
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$1.23$0.00$0.02$0.02