Civic Intelligence

Santa Fe Desert Chorale

EIN 85-0300479 • 501(c)3 • Santa Fe, NM

Profile

The santa fe desert chorale seeks to promote the appreciation of choral music. We are committed to enriching the lives of new mexico residents and visitors through concerts, youth education programs, and community outreach activities, which are presented by an ensemble of professional singers of the highest caliber.

Refreshing map…

311 E Palace AvenueSanta Fe, NM 87501

www.desertchorale.org

Siviq Scores

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

Liabilities / Assets

64th percentile

0.16x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

73rd percentile

0.29x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

68th percentile

16%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

78th percentile

$131,407

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

77th percentile

18%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

16th percentile

-20%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,999,997

Up $1,340,443 (+81%) from 2023

Liabilities

Up

$492,851

Up $345,736 (+235%) from 2023

Net Assets

Up

$2,507,146

Up $994,707 (+66%) from 2023

Revenue

Up

$1,711,407

Up $221,283 (+15%) from 2023

Expenses

Up

$1,441,263

Up $282,752 (+24%) from 2023

Net Income

Down

$270,144

Down $61,469 (-19%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $183,594Liabilities 2011: $65,241Net Assets 2011: $118,3532011Assets 2012: $228,531Liabilities 2012: $99,560Net Assets 2012: $128,9712012Assets 2013: $184,342Liabilities 2013: $69,577Net Assets 2013: $114,7652013Assets 2014: $143,957Liabilities 2014: $89,910Net Assets 2014: $54,0472014Assets 2015: $121,689Liabilities 2015: $118,324Net Assets 2015: $3,3652015Assets 2016: $158,792Liabilities 2016: $134,433Net Assets 2016: $24,3592016Assets 2017: $158,971Liabilities 2017: $225,837Net Assets 2017: -$66,8662017Assets 2018: $169,168Liabilities 2018: $318,568Net Assets 2018: -$149,4002018Assets 2019: $111,290Liabilities 2019: $272,262Net Assets 2019: -$160,9722019Assets 2020: $118,842Liabilities 2020: $211,652Net Assets 2020: -$92,8102020Assets 2021: $678,776Liabilities 2021: $138,191Net Assets 2021: $540,5852021Assets 2022: $1,279,456Liabilities 2022: $100,295Net Assets 2022: $1,179,1612022Assets 2023: $1,659,554Liabilities 2023: $147,115Net Assets 2023: $1,512,4392023Assets 2025: $2,999,997Liabilities 2025: $492,851Net Assets 2025: $2,507,1462025

Highlighted filing

2025

Assets$2,999,997
Liabilities$492,851
Net Assets$2,507,146

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $714,186Expenses 2011: $713,660Net Income 2011: $5262011Expenses 2012: $654,3872012Revenue 2013: $752,048Expenses 2013: $766,254Net Income 2013: -$14,2062013Revenue 2014: $749,544Expenses 2014: $810,262Net Income 2014: -$60,7182014Revenue 2015: $763,397Expenses 2015: $814,077Net Income 2015: -$50,6802015Revenue 2016: $900,645Expenses 2016: $879,651Net Income 2016: $20,9942016Revenue 2017: $1,001,965Expenses 2017: $1,093,190Net Income 2017: -$91,2252017Revenue 2018: $998,880Expenses 2018: $1,081,414Net Income 2018: -$82,5342018Revenue 2019: $131,870Expenses 2019: $142,188Net Income 2019: -$10,3182019Revenue 2020: $1,177,828Expenses 2020: $1,102,620Net Income 2020: $75,2082020Revenue 2021: $1,039,826Expenses 2021: $406,431Net Income 2021: $633,3952021Revenue 2022: $1,570,845Expenses 2022: $931,437Net Income 2022: $639,4082022Revenue 2023: $1,490,124Expenses 2023: $1,158,511Net Income 2023: $331,6132023Revenue 2025: $1,711,407Expenses 2025: $1,441,263Net Income 2025: $270,1442025

Highlighted filing

2025

Revenue$1,711,407
Expenses$1,441,263
Net Income$270,144

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$0.49$2.51$1.71$1.44$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.15$1.51$1.49$1.16$0.33
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.10$1.18$1.57$0.93$0.64
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.14$0.54$1.04$0.41$0.63
2020Summary only. Only limited summary data is available for this year.$0.12$0.21$0.09$1.18$1.10$0.08
2019Summary only. Only limited summary data is available for this year.$0.11$0.27$0.16$0.13$0.14$0.01
2018Summary only. Only limited summary data is available for this year.$0.17$0.32$0.15$1.00$1.08$0.08
2017Summary only. Only limited summary data is available for this year.$0.16$0.23$0.07$1.00$1.09$0.09
2016Summary only. Only limited summary data is available for this year.$0.16$0.13$0.02$0.90$0.88$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.12$0.00$0.76$0.81$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.09$0.05$0.75$0.81$0.06
2013Summary only. Only limited summary data is available for this year.$0.18$0.07$0.11$0.75$0.77$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.10$0.13$0.65
2011Summary only. Only limited summary data is available for this year.$0.18$0.07$0.12$0.71$0.71$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$1,923,821
Mission and Program Overview

Mission

The mission of the santa fe desert chorale is to excite, engage, and inspire diverse audiences with the beauty and power of great choral music. We also have a statement of purpose for community engagement: santa fe desert chorale is committed to sharing the power of music with diverse populations by providing arts access through collaborative programming and engagement.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,022,092$2,499,168▲ $477,076
Cash and Non-Interest-Bearing Accounts$150,134$308,277▲ $158,143
Pledges and Grants Receivable-$49,502-
Prepaid Expenses and Deferred Charges$39,284$42,283▲ $2,999
Intangible Assets$35,626--
Land, Buildings, and Equipment, Net$9,422$9,454▲ $32
Inventories for Sale or Use$4,389$6,418▲ $2,029
Accounts Receivable$280,963$2,672▼ $278,291
Total Assets$2,541,910$2,999,997▲ $458,087
Other Assets Total$0$82,223▲ $82,223
Liabilities
Other Liabilities$36,933$327,141▲ $290,208
Deferred Revenue$91,260$139,777▲ $48,517
Accounts Payable and Accrued Expenses$43,966$25,933▼ $18,033
Total Liabilities$172,159$492,851▲ $320,692
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,193,360$2,080,254▼ $113,106
Net Assets With Donor Restrictions$176,391$426,892▲ $250,501
Total Net Assets Fund Balance$2,369,751$2,507,146▲ $137,395
Total Liabilities and Net Assets / Fund Balance$2,541,910$2,999,997▲ $458,087

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,615$79,167$80,782
Equipment$7,839$7,200$15,039

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$403,343$300,000▲ $81,181-$784,524
2023$37,234$310,000▲ $71,079$14,970$403,343
2022$34,704$5,000▼ $2,470-$37,234
2021$25,001$10,000▼ $297-$34,704
2020$0$25,000▼ $1-$25,001
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emma MarzenExecutive DirectorFT$120,000$11,407$131,407

Board Members and Trustees

NameTitle
Catherine GronquistPresident
Diane GravesVice President
Barry LyerlyDirector
Carmen ParadisDirector
Christine LorillardDirector
Fraser McalpineDirector
Jeffrey FortDirector
Kathryn King ColemanDirector
Marianne ReuterDirector
Mary DelkDirector
Murray Bern MdDirector
Patricia StanleyDirector
Sara MckenzieDirector
Sheryl KelseyDirector
Stephen HochbergDirector
Tom ConnerDirector
Hon Barbara J HouserAssistant Secretary
Gregory DoveSecretary and Assistant Treasurer
Felicia MorrowTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,049,315
Program Service Revenue
$555,516
Investment Income
$129,859
Other Revenue
$-23,283
All Other Contributions
$943,003
Change in Net Assets
$270,144

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,711,407
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$151,524
Total Revenue per Audited Statements
$1,862,931
Total Revenue per Form 990
$1,711,407
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$916,013
Salaries, Compensation, and Employee Benefits$525,250
Total Fundraising Expense$252,860
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$123,860$108,321$65,311$297,492
Office Expenses$94,973$29,114$43,402$167,489
Current Officers, Directors, Trustees, and Key Employees$12,000$60,000$48,000$120,000
Travel$69,774$4,279-$74,053
Other Employee Benefits$23,368$27,528$18,959$69,855
Advertising$66,514--$66,514
Fees for Services Management$51,383--$51,383
Fees for Services Accounting-$41,112-$41,112
Payroll Taxes$12,680$14,936$10,287$37,903
Occupancy$32,278$2,802$1,930$37,010
All Other Expenses$1,080$25,000-$26,080
Other Expenses$32,850$25,791$64,971$25,791
Insurance-$7,165-$7,165
Depreciation Depletion-$3,007-$3,007
Conferences and Meetings$2,300$662-$2,962
Total Functional Expenses$838,686$349,717$252,860$1,441,263

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,577,921
Expenses per Audited Statements$1,441,263
Total Expenses per Form 990$1,441,263
Expenses Not Reported on Form 990$136,658
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$46,608
Fundraising Gross Income$23,325
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$129,637$23,325$12,731$10,594
Total Events$129,637$23,325$46,608$-23,283
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Family MemberIt ServicesNo$37,650
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advance$261,704
Lease Liability$65,437
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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, Section B, Line 11B

The finance committee, president, and treasurer review the tax return before it is submitted to the irs.

Form 990, Part VI, Section B, Line 12C

We survey the board and key employees annually during the budgeting process to ensure compliance with the conflict of interest policy

Form 990, Part VI, Section B, Line 15

The board obtains salary data from comparable organizations which is used to determine reasonable compensation for officers and key employees. The board of directors performs a self-review annually, however at this time, all board members serve on a voluntary basis.

Form 990, Part VI, Section C, Line 19

All documents are available upon request with e-mail being the preferred method of delivery.

Filing and Contact Details

Filer

Filer Name
Santa Fe Desert Chorale
EIN
85-0300479
Phone
5059882282
Address
311 E PALACE AVENUE, SANTA FE, NM 87501

Signing Officer

Name
Emma Marzen
Title
Executive Director
Phone
5059882282
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Emma Marzen
Formed
1982
Legal Domicile
Nm
Voting Board Members
17
Independent Board Members
17
Employees
8
Volunteers
92

Preparer

Firm
Hawkins Ash Cpas Llp
Address
520 N BROADWAY SUITE 250, GREEN BAY, WI 54303
Preparer
Jeffrey Danen CPA
Phone
9203369850
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

The mission of the santa fe desert chorale is to excite, engage, and inspire diverse audiences with the beauty and power of great choral music. We also have a statement of purpose for community engagement: santa fe desert chorale is committed to sharing the power of music with diverse populations by providing arts access through collaborative programming and engagement.

Form 990, Part III, Line 1

The mission of the santa fe desert chorale is to excite, engage, and inspire diverse audiences with the beauty and power of great choral music. Statement of purpose for community engagement: santa fe desert chorale is committed to sharing the power of music with diverse populations by providing arts access through collaborative programming and engagement.

Financial Statement Notes

PART X, LINE 2:

U.s. Gaap requires management to evaluate tax positions taken by the organization and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by a taxing authority. Management has analyzed the tax positions taken by the organization and has concluded that as of february 28, 2025, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The organization is subject to routine audits by taxing jurisdictions, however, there are currently no audits in progress for any tax period. The organization will recognize future accrued interest and penalties related to unrecognized tax benefits in income tax expense if incurred.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

FUNDRAISING EXPENSES

PART XII, LINE 2D - OTHER ADJUSTMENTS:

FUNDRAISING EXPENSES

Part V, Line 4 - Intented Uses for Endowment Funds

The endowment committee shall hold, manage, invest, and distribute the income generated by the endowment fund(s) in accordance with any restrictions thereon that have been approved and acknowledged in writing by the chorale. Distributable income from the endowment fund(s) shall be determined by the endowment committee yearly as a percentage of the rolling average of the three prior calendar year-end portfolio values of the investments within a range of 3-7%, providing any such distribution does not diminish the principal or corpus of the fund(s).

Raw XML AppendixShowing 400 of 637 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.

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IRS990/Desc0THE CHORALE PRESENTED NUMEROUS PERFORMANCES DURING THE FISCAL PERIOD. SINGERS FROM AROUND THE COUNTRY COME TO SANTA FE TO PERFORM MUSIC FROM THE GREAT BODY OF CHORAL LITERATURE. THE CHORALE'S CONCERTS ATTRACT MORE THAN 8,000 PEOPLE ANNUALLY.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1911407
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IRS990/Form990PartVIISectionAGrp/PersonNm2FELICIA MORROW
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IRS990/Form990PartVIISectionAGrp/PersonNm4HON BARBARA J HOUSER
IRS990/Form990PartVIISectionAGrp/PersonNm5MURRAY BERN MD
IRS990/Form990PartVIISectionAGrp/PersonNm6KATHRYN KING COLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7TOM CONNER
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IRS990/Form990PartVIISectionAGrp/PersonNm12CHRISTINE LORILLARD
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IRS990/Form990PartVIISectionAGrp/PersonNm17MARIANNE REUTER
IRS990/Form990PartVIISectionAGrp/PersonNm18PATRICIA STANLEY
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY AND ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSISTANT SECRETARY
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/TitleTxt19EXECUTIVE DIRECTOR
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OperateHospitalInd00
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IRS990/OtherExpensesGrp/Desc3BANK FEES
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IRS990/RegularMonitoringEnfrcInd01
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0539311
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0300385
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01049315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01663418
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01148281
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01239944
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0974507
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt039089
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09597
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0543

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