Civic Intelligence

Old Santa Fe Association Inc

EIN 85-0195685 • 501(c)3 • Santa Fe, NM

Profile

The mission of the old santa fe association is to preserve the priceless heritage, historical structures, traditions, cultural assets, and environment that distinguish the city and county of santa fe.

PO Box 1055Santa Fe, NM 87504

www.oldsantafe.org

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

53rd percentile

0.02x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2023

Net Margin

85th percentile

40%

Higher net margin than 85% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

65th percentile

8.5%

Faster asset growth than 65% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

21140%

Faster revenue growth than 100% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$788,630

Down $15,474 (-1.9%) from 2023

Liabilities

Up

$7,353

Up $4,327 (+143%) from 2023

Net Assets

Down

$781,277

Down $19,801 (-2.5%) from 2023

Revenue

Down

$96,670

Down $67,941 (-41%) from 2023

Expenses

Up

$116,471

Up $17,522 (+18%) from 2023

Net Income

Down

-$19,801

Down $85,463 (-130%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2021: $827,284Liabilities 2021: $5,248Net Assets 2021: $822,0362021Assets 2022: $740,853Liabilities 2022: $5,437Net Assets 2022: $735,4162022Assets 2023: $804,104Liabilities 2023: $3,026Net Assets 2023: $801,0782023Assets 2024: $788,630Liabilities 2024: $7,353Net Assets 2024: $781,2772024

Highlighted filing

2024

Assets$788,630
Liabilities$7,353
Net Assets$781,277

Operations Trend

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

$200K$100K$0-$100KRevenue 2021: $64,715Expenses 2021: $17,572Net Income 2021: $47,1432021Revenue 2022: $775Expenses 2022: $87,395Net Income 2022: -$86,6202022Revenue 2023: $164,611Expenses 2023: $98,949Net Income 2023: $65,6622023Revenue 2024: $96,670Expenses 2024: $116,471Net Income 2024: -$19,8012024

Highlighted filing

2024

Revenue$96,670
Expenses$116,471
Net Income-$19,801

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 2, 2025
Return Version
2024v5.0
Gross Receipts
$133,734
Mission and Program Overview

Mission

To promote the prosperity and welfare of the city and county of Santa Fe and their inhabitants, to preserve and maintain the ancient landmarks, historical structures and traditions of Old Santa Fe and to guide their growth and development in such a way as to promote that unique charm and distinction, born of age, culture, tradition and environment, which are the priceless assets and heritage of Santa Fe.

The mission of the old santa fe association is to preserve the priceless heritage, historical structures, traditions, cultural assets, and environment that distinguish the city and county of santa fe.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$679,563$664,260▼ $15,303
Cash and Non-Interest-Bearing Accounts$120,780$123,766▲ $2,986
Prepaid Expenses and Deferred Charges$3,761$604▼ $3,157
Total Assets$804,104$788,630▼ $15,474
Liabilities
Accounts Payable and Accrued Expenses$1,026$5,353▲ $4,327
Other Liabilities$2,000$2,000→ $0
Total Liabilities$3,026$7,353▲ $4,327
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$801,078$781,277▼ $19,801
Total Net Assets Fund Balance$801,078$781,277▼ $19,801
Total Liabilities and Net Assets / Fund Balance$804,104$788,630▼ $15,474

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$189,281$271,695$460,976
Land$439,024-$439,024
Leasehold Improvements$35,955$31,795$67,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Adam Fulton JohnsonExecutive DiFT$69,783$69,783

Board Members and Trustees

NameTitle
Randall BellPresident
David ValdoDirector
Fletcher CatronDirector
Frank KatzDirector
Hilario E RomeroDirector
John EddyDirector
Pat LillisDirector
Rad ActonDirector
Elizabeth WestSecretary
Robin Farwell GavinTreasurer
John Pen La FargeVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$105,834
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-9,164
All Other Contributions
$105,834
Change in Net Assets
$-19,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$75,439
Other Expenses$41,032
Total Fundraising Expense$11,380
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$52,337$10,467$6,979$69,783
Conferences and Meetings$5,212$1,042$695$6,949
Payroll Taxes$4,242$848$566$5,656
Fees for Services Accounting-$3,863-$3,863
Insurance$729$2,145$146$3,020
Advertising$2,494-$440$2,934
Information Technology$2,082$215$321$2,618
Fees for Services Other$1,966$492-$2,458
All Other Expenses$1,357$23$23$1,403
Office Expenses$725$483$117$1,325
Other Expenses$126$758$379$1,263
Fees for Services Legal-$387-$387
Travel$176$35$23$234
Total Functional Expenses$83,860$21,231$11,380$116,471
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit 728 Canyon Rd.$2,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The organization's form 990 is reviewed and approved by the executive committee of the board. All directors of the board have an opportunity to review the form 990 electronically before it is filed.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request, and may also be viewed on the coros website of the new mexico attorney general.

Filing and Contact Details

Filer

Filer Name
Old Santa Fe Association Inc
EIN
85-0195685
Phone
5056036468
Address
PO BOX 1055, SANTA FE, NM 87504

Signing Officer

Name
Randall Bell
Title
President
Phone
5056036468
Signed
2025-04-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam Fulton Johnson
Formed
1926
Legal Domicile
Nm
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
20

Preparer

Firm
501(c)pa
Address
3900 OSUNA RD NE STE 260, ALBUQUERQUE, NM 87109
Preparer
Monica Stapleton
Phone
5054331350
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Services provided by our volunteers: board service oparticipate in governance and strategic planning oattend monthly board meetings oguide organizational initiatives and priorities oserve on specialized committees event support oassist with setup and breakdown of educational events owelcome and register attendees at fundraising activities ocoordinate refreshments and materials ophotograph events for newsletters and archives historic tours olead guided walking tours of historic santa fe neighborhoods oshare knowledge of architectural styles and preservation oconnect visitors and residents with santa fe's rich history oresearch and develop new tour routes and content history book discussion facilitation oprepare discussion questions for quarterly book club meetings omoderate conversations about santa fe and new mexico history orecommend relevant titles for future discussions ocoordinate meeting logistics public meeting attendance orepresent preservation interests at city meetings otake notes on proceedings related to historic districts oreport back to the board on important developments oprovide public comment when appropriate administrative support oassist with newsletter preparation and distribution ohelp maintain membership records osupport correspondence and communication efforts oorganize historical archives and resources

Form 990, Page 2, Part III, Line 4A

The old santa fe association - 2024 accomplishments the old santa fe association engaged in a variety of history education, community service, and preservation advocacy activities during 2024: - adoption of historic cemetery (our lady of guadalupe cemetery) o organization of volunteer days for cleanup of neglected sites, o professional maintenance operation to show gravesites, o development of outreach program to locate descendants of individuals interred at cemetery, o initiated contact with families of those buried at the cemetery in preparation for an oral history project. - park and historic locomotive adoption (at&sf 5030, salvador perez park) o maintenance of historic train exterior, o organization of volunteer events dedicated to cleanup around the train site, o education about santa fe's railroad history, o implementation of native plant landscaping around the locomotive site. - publication of free preservation newsletter o development of articles on historical and preservation topics relevant to santa fe citizens, o focus on ongoing architectura preservation projects, o spotlight on affordable housing efforts that respect historical context, o education for readers about importance of santa fe history. - local history education through book club, film series, and guided tours o hosted quarterly book club (4 meetings) on santa fe and new mexico history topics, o provided guided tours to public on notable artist homes and history of santa fe art colony in early 20th century. - participation in and public education regarding city's land development code update o provided community feedback and historical context during update process, o organized informational sessions to help citizens understand proposed changes, o advocated for preservation of historical character within new development guidelines. - observation and participation in santa fe's historic districts review board o regular attendance at board meetings to represent preservation interests, o provided public comment on proposed changes to structures in historic districts, o collaborated with board members on developing historically appropriate guidelines, o educated community members about the review process and how to effectively participate.

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IRS990/MissionDesc0THE MISSION OF THE OLD SANTA FE ASSOCIATION IS TO PRESERVE THE PRICELESS HERITAGE, HISTORICAL STRUCTURES, TRADITIONS, CULTURAL ASSETS, AND ENVIRONMENT THAT DISTINGUISH THE CITY AND COUNTY OF SANTA FE.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OLD SANTA FE ASSOCIATION, INC. CONVERTED TO A 501(C)3 EFFECTIVE OCTOBER 31, 2023. CONSEQUENTLY, 2024 IS ITS SECOND YEAR OF FILING AS A PUBLICLY SUPPORTED 501(C)3 ENTITY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPLEMENTAL INFORMATION
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT 728 CANYON RD.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SERVICES PROVIDED BY OUR VOLUNTEERS: BOARD SERVICE OPARTICIPATE IN GOVERNANCE AND STRATEGIC PLANNING OATTEND MONTHLY BOARD MEETINGS OGUIDE ORGANIZATIONAL INITIATIVES AND PRIORITIES OSERVE ON SPECIALIZED COMMITTEES EVENT SUPPORT OASSIST WITH SETUP AND BREAKDOWN OF EDUCATIONAL EVENTS OWELCOME AND REGISTER ATTENDEES AT FUNDRAISING ACTIVITIES OCOORDINATE REFRESHMENTS AND MATERIALS OPHOTOGRAPH EVENTS FOR NEWSLETTERS AND ARCHIVES HISTORIC TOURS OLEAD GUIDED WALKING TOURS OF HISTORIC SANTA FE NEIGHBORHOODS OSHARE KNOWLEDGE OF ARCHITECTURAL STYLES AND PRESERVATION OCONNECT VISITORS AND RESIDENTS WITH SANTA FE'S RICH HISTORY ORESEARCH AND DEVELOP NEW TOUR ROUTES AND CONTENT HISTORY BOOK DISCUSSION FACILITATION OPREPARE DISCUSSION QUESTIONS FOR QUARTERLY BOOK CLUB MEETINGS OMODERATE CONVERSATIONS ABOUT SANTA FE AND NEW MEXICO HISTORY ORECOMMEND RELEVANT TITLES FOR FUTURE DISCUSSIONS OCOORDINATE MEETING LOGISTICS PUBLIC MEETING ATTENDANCE OREPRESENT PRESERVATION INTERESTS AT CITY MEETINGS OTAKE NOTES ON PROCEEDINGS RELATED TO HISTORIC DISTRICTS OREPORT BACK TO THE BOARD ON IMPORTANT DEVELOPMENTS OPROVIDE PUBLIC COMMENT WHEN APPROPRIATE ADMINISTRATIVE SUPPORT OASSIST WITH NEWSLETTER PREPARATION AND DISTRIBUTION OHELP MAINTAIN MEMBERSHIP RECORDS OSUPPORT CORRESPONDENCE AND COMMUNICATION EFFORTS OORGANIZE HISTORICAL ARCHIVES AND RESOURCES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OLD SANTA FE ASSOCIATION - 2024 ACCOMPLISHMENTS THE OLD SANTA FE ASSOCIATION ENGAGED IN A VARIETY OF HISTORY EDUCATION, COMMUNITY SERVICE, AND PRESERVATION ADVOCACY ACTIVITIES DURING 2024: - ADOPTION OF HISTORIC CEMETERY (OUR LADY OF GUADALUPE CEMETERY) O ORGANIZATION OF VOLUNTEER DAYS FOR CLEANUP OF NEGLECTED SITES, O PROFESSIONAL MAINTENANCE OPERATION TO SHOW GRAVESITES, O DEVELOPMENT OF OUTREACH PROGRAM TO LOCATE DESCENDANTS OF INDIVIDUALS INTERRED AT CEMETERY, O INITIATED CONTACT WITH FAMILIES OF THOSE BURIED AT THE CEMETERY IN PREPARATION FOR AN ORAL HISTORY PROJECT. - PARK AND HISTORIC LOCOMOTIVE ADOPTION (AT&SF 5030, SALVADOR PEREZ PARK) O MAINTENANCE OF HISTORIC TRAIN EXTERIOR, O ORGANIZATION OF VOLUNTEER EVENTS DEDICATED TO CLEANUP AROUND THE TRAIN SITE, O EDUCATION ABOUT SANTA FE'S RAILROAD HISTORY, O IMPLEMENTATION OF NATIVE PLANT LANDSCAPING AROUND THE LOCOMOTIVE SITE. - PUBLICATION OF FREE PRESERVATION NEWSLETTER O DEVELOPMENT OF ARTICLES ON HISTORICAL AND PRESERVATION TOPICS RELEVANT TO SANTA FE CITIZENS, O FOCUS ON ONGOING ARCHITECTURA PRESERVATION PROJECTS, O SPOTLIGHT ON AFFORDABLE HOUSING EFFORTS THAT RESPECT HISTORICAL CONTEXT, O EDUCATION FOR READERS ABOUT IMPORTANCE OF SANTA FE HISTORY. - LOCAL HISTORY EDUCATION THROUGH BOOK CLUB, FILM SERIES, AND GUIDED TOURS O HOSTED QUARTERLY BOOK CLUB (4 MEETINGS) ON SANTA FE AND NEW MEXICO HISTORY TOPICS, O PROVIDED GUIDED TOURS TO PUBLIC ON NOTABLE ARTIST HOMES AND HISTORY OF SANTA FE ART COLONY IN EARLY 20TH CENTURY. - PARTICIPATION IN AND PUBLIC EDUCATION REGARDING CITY'S LAND DEVELOPMENT CODE UPDATE O PROVIDED COMMUNITY FEEDBACK AND HISTORICAL CONTEXT DURING UPDATE PROCESS, O ORGANIZED INFORMATIONAL SESSIONS TO HELP CITIZENS UNDERSTAND PROPOSED CHANGES, O ADVOCATED FOR PRESERVATION OF HISTORICAL CHARACTER WITHIN NEW DEVELOPMENT GUIDELINES. - OBSERVATION AND PARTICIPATION IN SANTA FE'S HISTORIC DISTRICTS REVIEW BOARD O REGULAR ATTENDANCE AT BOARD MEETINGS TO REPRESENT PRESERVATION INTERESTS, O PROVIDED PUBLIC COMMENT ON PROPOSED CHANGES TO STRUCTURES IN HISTORIC DISTRICTS, O COLLABORATED WITH BOARD MEMBERS ON DEVELOPING HISTORICALLY APPROPRIATE GUIDELINES, O EDUCATED COMMUNITY MEMBERS ABOUT THE REVIEW PROCESS AND HOW TO EFFECTIVELY PARTICIPATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. ALL DIRECTORS OF THE BOARD HAVE AN OPPORTUNITY TO REVIEW THE FORM 990 ELECTRONICALLY BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST, AND MAY ALSO BE VIEWED ON THE COROS WEBSITE OF THE NEW MEXICO ATTORNEY GENERAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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