Civic Intelligence

Santa Fe Group Inc

EIN 68-3654702 • 501(c)3 • Longboat Key, FL

Profile

The santa fe group is a 501(c)(3), action-oriented think tank with a passion to improve lives through oral health. Since its inception 25 years ago, the santa fe group has been instrumental as a neutral convener, communicator, connector and catalyst to move the needle on critical issues such as oral cancer, dental education reform, children's oral health, improved primary care access, the importance of linking medical and dental health systems, and most recently, expanding oral healthcare for our nation's seniors.

C/O Teresa A Dolan 531 Wedge LaneLongboat Key, FL 34228

www.santafegroup.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.01x

Higher debt load relative to revenue than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

22nd percentile

-5.2%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-58%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$1,047,787

Down $57,117 (-5.2%) from 2023

Liabilities

Down

$1,900

Down $10,802 (-85%) from 2023

Net Assets

Down

$1,045,887

Down $46,315 (-4.2%) from 2023

Operations
Liabilities / Revenue27th percentileNet Margin15th percentile

Revenue

Down

$247,873

Down $338,406 (-58%) from 2023

Expenses

Up

$294,188

Up $3,610 (+1.2%) from 2023

Net Income

Down

-$46,315

Down $342,016 (-116%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $62,893Liabilities 2011: $02011Assets 2012: $67,382Liabilities 2012: $02012Assets 2013: $48,908Liabilities 2013: $02013Assets 2014: $108,187Liabilities 2014: $02014Assets 2015: $187,615Liabilities 2015: $02015Assets 2016: $292,633Liabilities 2016: $0Net Assets 2016: $292,6332016Assets 2017: $600,157Liabilities 2017: $0Net Assets 2017: $600,1572017Assets 2018: $706,661Liabilities 2018: $0Net Assets 2018: $706,6612018Assets 2019: $662,338Liabilities 2019: $0Net Assets 2019: $662,3382019Assets 2020: $688,751Liabilities 2020: $0Net Assets 2020: $688,7512020Assets 2021: $927,640Liabilities 2021: $0Net Assets 2021: $927,6402021Assets 2022: $807,968Liabilities 2022: $11,467Net Assets 2022: $796,5012022Assets 2023: $1,104,904Liabilities 2023: $12,702Net Assets 2023: $1,092,2022023Assets 2024: $1,047,787Liabilities 2024: $1,900Net Assets 2024: $1,045,8872024

Highlighted filing

2024

Assets$1,047,787
Liabilities$1,900
Net Assets$1,045,887
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $27,000Expenses 2011: $71,965Net Income 2011: -$44,9652011Revenue 2012: $34,000Expenses 2012: $29,511Net Income 2012: $4,4892012Revenue 2013: $19,000Expenses 2013: $37,474Net Income 2013: -$18,4742013Revenue 2014: $89,313Expenses 2014: $30,034Net Income 2014: $59,2792014Revenue 2015: $187,922Expenses 2015: $108,494Net Income 2015: $79,4282015Revenue 2016: $365,206Expenses 2016: $260,188Net Income 2016: $105,0182016Revenue 2017: $450,847Expenses 2017: $143,323Net Income 2017: $307,5242017Revenue 2018: $285,014Expenses 2018: $178,510Net Income 2018: $106,5042018Revenue 2019: $330,035Expenses 2019: $374,358Net Income 2019: -$44,3232019Revenue 2020: $273,430Expenses 2020: $247,017Net Income 2020: $26,4132020Revenue 2021: $518,464Expenses 2021: $279,575Net Income 2021: $238,8892021Revenue 2022: $291,279Expenses 2022: $422,418Net Income 2022: -$131,1392022Revenue 2023: $586,279Expenses 2023: $290,578Net Income 2023: $295,7012023Revenue 2024: $247,873Expenses 2024: $294,188Net Income 2024: -$46,3152024

Highlighted filing

2024

Revenue$247,873
Expenses$294,188
Net Income-$46,315
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,047,787
Liabilities
$1,900
Net assets
$1,045,887
Revenue
$247,873
Expenses
$294,188
Net income
-$46,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.25$0.29$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.01$1.09$0.59$0.29$0.30
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$0.29$0.42$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.52$0.28$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.27$0.25$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.33$0.37$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.29$0.18$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.45$0.14$0.31
2016Summary only. Only limited summary data is available for this year.$0.29$0.00$0.29$0.37$0.26$0.11
2015Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$0.11$0.08
2014Summary only. Only limited summary data is available for this year.$0.11$0.00$0.09$0.03$0.06
2013Summary only. Only limited summary data is available for this year.$0.05$0.00$0.02$0.04$0.02
2012Summary only. Only limited summary data is available for this year.$0.07$0.00$0.03$0.03$0.00
2011Summary only. Only limited summary data is available for this year.$0.06$0.00$0.03$0.07$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 18, 2025
Return Version
2024v5.1
Gross Receipts
$247,873
Mission and Program Overview

Mission

Santa fe group, inc. Fosters policy and initiates actions to improve the health and well-being of the public. We accomplish this mission by analyzing and disseminating health program and policy information, by creating networks of concerned citizens from all walks of life, and developing advocacy programs to promote change for improved health.

To be a catalyst for improving lives by focusing on critical issues in oral health, including: health leadership, oral health equity, and oral health education & practice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$659,862$858,234▲ $198,372
Cash and Non-Interest-Bearing Accounts$445,042$189,553▼ $255,489
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,104,904$1,047,787▼ $57,117
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$12,702$1,900▼ $10,802
Other Liabilities$0$0→ $0
Total Liabilities$12,702$1,900▼ $10,802
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$967,202$1,004,181▲ $36,979
Net Assets With Donor Restrictions$125,000$41,706▼ $83,294
Total Net Assets Fund Balance$1,092,202$1,045,887▼ $46,315
Total Liabilities and Net Assets / Fund Balance$1,104,904$1,047,787▼ $57,117
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Teresa a Dolan Dds MphPast President
Ralph Fuccillo MaPresident
Dushanka Kleinman Dds MscdVice President
Anita Glicken MswDirector
David Kochman JdDirector
Elisa Chavez DdsDirector
Ira B Lamster Dds MmscDirector
Judith Jones Dds Mph DscdDirector
Kathryn a Atchison Dds MphDirector
Linda Niessen Dmd Mph MppDirector
Lisa Simon Md DmdDirector
Nader Nadershahi Dds Mba EddDirector
Nicholas G Mosca Dds DrphDirector
Peter a Dubois JdDirector
Raul Garcia Dmd MmedscDirector
Ronald Inge DdsDirector
Stephen N Abel Dds MsdDirector
Timothy L Ricks Dmd MphDirector (thru 4/2024)
Judith Haber Phd Aprn FaanSecretary
Fotinos S Panagakos Dmd PhdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$247,500
Program Service Revenue
$0
Investment Income
$373
Other Revenue
$0
All Other Contributions
$247,500
Change in Net Assets
$-46,315
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$292,188
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$56,123$70,667$0$126,790
Conferences and Meetings$90,889$0$0$90,889
Fees for Services Accounting$0$33,440$0$33,440
Information Technology$0$19,721$0$19,721
Advertising$16,506$0$0$16,506
Other Expenses$0$2,721$0$2,721
Grants to Domestic Orgs$2,000--$2,000
Insurance-$1,595-$1,595
Office Expenses$0$526$0$526
Total Functional Expenses$165,518$128,670$0$294,188
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B Review of form 990 by governing body

“Form 990 was prepared by a nationally recognized accounting firm in conjunction with the organization's financial department. Draft form 990 was reviewed by the organization's financial department and then provided to all members of the board of directors in draft via electronic mail, with an opportunity for them to comment or make inquiry before it was filed with the internal revenue service.”

Form 990, Part VI, Line 12C Conflict of interest policy

“All officers and directors of the board are required to complete a conflict of interest disclosure form on an annual basis.”

Form 990, Part VI, Line 19 Required documents available to the public

“The organization makes its governing documents available to the public upon request.”

Form 990, Part VI, Lines 15A and 15B Process to Establish Compensation

“The organization does not compensate any officers or key employees.”

Filing and Contact Details

Filer

Filer Name
Santa Fe Group Inc
EIN
68-3654702
Phone
5097313240
Address
C/O TERESA A DOLAN 531 WEDGE LANE, LONGBOAT KEY, FL 34228

Signing Officer

Name
Ralph Fuccillo
Title
President
Signed
2025-11-18
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
Ny
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
20

Preparer

Firm
Bdo USA
Address
200 PARK AVE 38TH FLOOR, NEW YORK, NY 10166
Preparer
Paul Hammerschmidt
Phone
2128858000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G Other Fees

“CONSULTING FEES - LIBERTY PARTNERS - Total Expense: 39500, Program Service Expense: 39500, Management and General Expenses: 0, Fundraising Expenses: 0; MARKETING DESIGN CONSULTING - Total Expense: 10623, Program Service Expense: 10623, Management and General Expenses: 0, Fundraising Expenses: 0; ADMINISTRATIVE SERVICES - Total Expense: 70667, Program Service Expense: 0, Management and General Expenses: 70667, Fundraising Expenses: 0; MARKETING AGENCY - Total Expense: 6000, Program Service Expense: 6000, Management and General Expenses: 0, Fundraising Expenses: 0;”

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“Santa fe group, inc. Has not taken an unsubstantiated tax position that would require provision of a liability under asc 740, income taxes. Under asc 740-10, an organization must recognize the tax benefit associated with tax positions taken for return purposes when it is more likely than not that the position will not be sustained upon examination. Management has determined that the organization had no uncertain tax positions that would require financial statement recognition or disclosure.”

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

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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR (THRU 4/2024)
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IRS990/MissionDesc0THE SANTA FE GROUP IS A 501(C)(3), ACTION-ORIENTED THINK TANK WITH A PASSION TO IMPROVE LIVES THROUGH ORAL HEALTH. SINCE ITS INCEPTION 25 YEARS AGO, THE SANTA FE GROUP HAS BEEN INSTRUMENTAL AS A NEUTRAL CONVENER, COMMUNICATOR, CONNECTOR AND CATALYST TO MOVE THE NEEDLE ON CRITICAL ISSUES SUCH AS ORAL CANCER, DENTAL EDUCATION REFORM, CHILDREN'S ORAL HEALTH, IMPROVED PRIMARY CARE ACCESS, THE IMPORTANCE OF LINKING MEDICAL AND DENTAL HEALTH SYSTEMS, AND MOST RECENTLY, EXPANDING ORAL HEALTHCARE FOR OUR NATION'S SENIORS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Liberty Partners / general programs and services - The Santa Fe Group conducts programs and services through convening stakeholders and partners, increasing knowledge through publications, newsletters, and digital communications. In 2024, SFG continued advancing oral health integration and equity through policy development, Liberty Partners advocacy, and dissemination of research and educational resources.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Medicare/COHP advocacy grant - The Coalition for Oral Health Policy conducted research and education on oral health as essential to overall health. In 2024 it focused on developing and disseminating evidence-based information to inform Medicare-related discussions and oral health policy.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION - OTHER INCOME, COLUMN A - 1500.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 1500.0;
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10 Other Income
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