Civic Intelligence

The Santa Fe Symphony Orchestra & Chorus Inc

990 • Fiscal year 2014 • EIN 85-0331684

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

Organization ProfileWWW.SANTAFESYMPHONY.ORG
551 West Cordova RoadRoom/Suite D87505

(505) 983-3530

Siviq Scores

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

Liabilities / Assets

79th percentile

0.51x

Higher debt load relative to assets than 79% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

38th percentile

0.06x

Higher debt load relative to revenue than 38% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

18th percentile

-12%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

53rd percentile

$69,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

2nd percentile

-44%

Faster asset growth than 2% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$128,890

Down $100,291 (-44%) from 2013

Net Assets

Down

$62,868

Down $148,493 (-70%) from 2013

Liabilities

Up

$66,022

Up $48,202 (+270%) from 2013

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin18th percentile

Revenue

$1,117,398

No earlier filing loaded for comparison.

Expenses

Up

$1,253,783

Up $148,782 (+13%) from 2013

Net Income

-$136,385

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $316,195Liabilities 2011: $49,108Net Assets 2011: $267,0872011Assets 2012: $205,420Liabilities 2012: $30,126Net Assets 2012: $175,2942012Assets 2013: $229,181Liabilities 2013: $17,820Net Assets 2013: $211,3612013Assets 2014: $128,890Liabilities 2014: $66,022Net Assets 2014: $62,8682014Assets 2015: $149,157Liabilities 2015: $103,083Net Assets 2015: $46,0742015Assets 2016: $299,601Liabilities 2016: $160,815Net Assets 2016: $138,7862016Assets 2017: $463,906Liabilities 2017: $278,433Net Assets 2017: $185,4732017Assets 2018: $307,041Liabilities 2018: $82,058Net Assets 2018: $224,9832018Assets 2019: $484,498Liabilities 2019: $243,182Net Assets 2019: $241,3162019Assets 2020: $462,346Liabilities 2020: $278,857Net Assets 2020: $183,4892020Assets 2021: $1,008,927Liabilities 2021: $359,311Net Assets 2021: $649,6162021Assets 2022: $739,232Liabilities 2022: $132,178Net Assets 2022: $607,0542022Assets 2023: $834,669Liabilities 2023: $332,270Net Assets 2023: $502,3992023Assets 2024: $924,689Liabilities 2024: $333,202Net Assets 2024: $591,4872024

Highlighted filing

2014

Assets$128,890
Liabilities$66,022
Net Assets$62,868
Open 2014 Filing

Operations Trend

Revenue Growth65th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $992,950Expenses 2011: $1,039,705Net Income 2011: -$46,7552011Revenue 2012: $901,373Expenses 2012: $993,166Net Income 2012: -$91,7932012Expenses 2013: $1,105,0012013Revenue 2014: $1,117,398Expenses 2014: $1,253,783Net Income 2014: -$136,3852014Revenue 2015: $1,175,529Expenses 2015: $1,192,323Net Income 2015: -$16,7942015Revenue 2016: $1,158,236Expenses 2016: $1,065,524Net Income 2016: $92,7122016Revenue 2017: $1,337,123Expenses 2017: $1,290,436Net Income 2017: $46,6872017Revenue 2018: $1,336,112Expenses 2018: $1,296,602Net Income 2018: $39,5102018Revenue 2019: $1,484,973Expenses 2019: $1,468,640Net Income 2019: $16,3332019Revenue 2020: $1,448,384Expenses 2020: $1,406,211Net Income 2020: $42,1732020Revenue 2021: $1,681,988Expenses 2021: $1,253,773Net Income 2021: $428,2152021Revenue 2022: $1,640,737Expenses 2022: $1,645,386Net Income 2022: -$4,6492022Revenue 2023: $1,512,996Expenses 2023: $1,617,651Net Income 2023: -$104,6552023Revenue 2024: $1,811,381Expenses 2024: $1,722,293Net Income 2024: $89,0882024

Highlighted filing

2014

Revenue$1,117,398
Expenses$1,253,783
Net Income-$136,385
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$1,144,131
Mission and Program Overview

Mission

To be a year-round regional cultural resource, engaging, inspiring, and enriching audiences of all ages and cultures by offering performances of the highest professional quality.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$9,326$60,755▲ $51,429
Savings and Temporary Cash Investments$169,484$31,998▼ $137,486
Pledges and Grants Receivable$11,853$13,375▲ $1,522
Prepaid Expenses and Deferred Charges$19,800$10,601▼ $9,199
Land, Buildings, and Equipment, Net$5,343$6,726▲ $1,383
Accounts Receivable$13,375$5,435▼ $7,940
Total Assets$229,181$128,890▼ $100,291
Liabilities
Accounts Payable and Accrued Expenses$5,966$63,031▲ $57,065
Deferred Revenue$11,854$2,991▼ $8,863
Total Liabilities$17,820$66,022▲ $48,202
Net Assets / Fund Balance
Temporarily Rstr Net Assets$73,860--
Unrestricted Net Assets$137,501$62,868▼ $74,633
Total Net Assets Fund Balance$211,361$62,868▼ $148,493
Total Liabilities and Net Assets / Fund Balance$229,181$128,890▼ $100,291

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,046$37,637$40,683
Equipment$3,680$27,095$30,775

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$86,545-▲ $9,487-$96,032
2012$91,159-▲ $708$-4,841$86,545
2011$91,946-▲ $4,190$-4,502$91,159
2010$86,545-▲ $18,157$-12,288$91,946
2009$82,833-▲ $11,122$-7,080$86,545
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gregory W HeltmanDirector/fouFT$69,000$69,000

Board Members and Trustees

NameTitle
David L BrownPresident
Alan MarDirector
Anne EisfellerDirector
Axel WeinreichDirector
Barbara Schmidt ClarkDirector
Carl TrincaDirector
Dick KuhnDirector
Emily ZantsDirector
Frances E RichardsDirector
James DerryberryDirector
James M GriffithDirector
Joel BecktellDirector
Kurt HausafusDirector
Mark E BolanderDirector
Mary AzcuenagaDirector
Pamela Washburn DelisseDirector
Richard RudmanDirector
Teresa PierceDirector
Truel WestDirector
David GraysonSecretary
James R AtwoodTreasurer
Dana WinogradVice Pres
Michael E MelodyVice Pres
Penelope Penland EddVice Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$684,593
Program Service Revenue
$375,104
Investment Income
$381
Other Revenue
$57,320
All Other Contributions
$643,132
Change in Net Assets
$-136,385

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,117,398
Revenue Not Reported on Form 990
$202,165
Total Revenue per Audited Statements
$1,319,563
Total Revenue per Form 990
$1,117,398
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$814,300
Other Expenses$439,483
Total Fundraising Expense$140,418
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$653,147$15,078$51,230$719,455
Advertising$120,770-$3,590$124,360
Occupancy$75,602$10,653$10,917$97,172
Current Officers, Directors, Trustees, and Key Employees$10,350$37,950$20,700$69,000
All Other Expenses$26,238-$3,384$29,622
Travel$27,993-$951$28,944
Insurance$11,447$9,157$2,290$22,894
Office Expenses$15,785$1,868$4,669$22,322
Fees for Services Accounting$5,739$5,739$5,739$17,217
Other Expenses$10,963$2,696$2,696$16,355
Payroll Taxes$797$5,435$7,359$13,591
Other Employee Benefits$12,254--$12,254
Depreciation Depletion$1,290$1,289-$2,579
Total Functional Expenses$1,023,500$89,865$140,418$1,253,783

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,312,188
Expenses per Audited Statements$1,253,783
Total Expenses per Form 990$1,253,783
Expenses Not Reported on Form 990$58,405
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$65,812
Fundraising Direct Expenses$26,733
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$54,666$54,666$5,716$48,950
Event 2$11,146$11,146$2,526$8,620
Total Events$65,812$65,812$26,733$39,079
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
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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

“A draft of the 990 information return was provided to the executive and finance committees electronically and comments were solicited prior to filing.”

Form 990, Page 6, Part VI, Line 15A

“Board of directors reviews and approves compensation annually.”

Form 990, Page 6, Part VI, Line 15B

“The operations manager incorporates compensation information into the annual budget and the board of directors reviews and approves the compensation information in conjunction with review of the annual budget.”

Form 990, Page 6, Part VI, Line 19

“Documents are kept at the office and are made available upon request.”

Filing and Contact Details

Filer

EIN
85-0331684
Phone
5059833530

Signing Officer

Name
Gregory W Heltman
Title
Director/founder
Phone
5059833530
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory W Heltman
Formed
1984
Legal Domicile
Nm
Voting Board Members
25
Independent Board Members
25
Employees
11

Preparer

Preparer
Frank T Lovato
Phone
5052935009
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Net change in beneficial interest in foundation 143,760”

Form 990, Part XI, Line 9

“Net change in beneficial interest in foundation -143,760 prior period adjustment -12,108 the symphony discovered it had employees who should be classified as non- exempt under the fair labor standards act (flsa). Based on this analysis, the symphony determined 12,108 would be the amount owed these employees for overtime compensation for the year ending june 30, 2013.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The financial accounting and standards board (fasb) issued fasb asc 740-10. Accounting for uncertainty in income taxes, which provides guidance on how to measure and account for various tax positions. The santa fe symphony orchestra & chorus inc. (symphony) determined no material unrecognized tax benefits or liabilities exist as of june 30, 2014 and 2013. As of june 30, 2014 and 2013, the symphony had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The symphony does not anticipate any significant changes related to unrecognized tax benefits.”

Schedule D, Page 4, Part XI, Line 2D

“Net change in beneficial interest in foundation 143,760”

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IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRES
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRES
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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
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
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IRS990/MissionDesc0TO BE A YEAR-ROUND REGIONAL CULTURAL RESOURCE, ENGAGING, INSPIRING, AND ENRICHING AUDIENCES OF ALL AGES AND CULTURES BY OFFERING PERFORMANCES OF THE HIGHEST PROFESSIONAL QUALITY.
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IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0MISCELLANEOUS 14,378
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0684593

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$128,890
Liabilities
$66,022
Net assets
$62,868
Revenue
$1,117,398
Expenses
$1,253,783
Net income
-$136,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.33$0.59$1.81$1.72$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.33$0.50$1.51$1.62$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.13$0.61$1.64$1.65$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.36$0.65$1.68$1.25$0.43
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.28$0.18$1.45$1.41$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.24$0.24$1.48$1.47$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.08$0.22$1.34$1.30$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.28$0.19$1.34$1.29$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.16$0.14$1.16$1.07$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.10$0.05$1.18$1.19$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.07$0.06$1.12$1.25$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.02$0.21$1.11
2012Summary only. Only limited summary data is available for this year.$0.21$0.03$0.18$0.90$0.99$0.09
2011Summary only. Only limited summary data is available for this year.$0.32$0.05$0.27$0.99$1.04$0.05