Civic Intelligence

Foundation for the Santa Fe Symphony Orchestra and Chorus Inc

EIN 85-0478786 • 501(c)3 • Santa Fe, NM

Profile

To support and promote the efforts of the santa fe symphony orchestra & chorus inc.

301 Griffin StreetSanta Fe, NM 87501

www.santafesymphony.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

34th percentile

0.02x

Higher debt load relative to revenue than 34% of similar nonprofits.

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

Net Margin

83rd percentile

35%

Higher net margin than 83% of similar nonprofits.

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

Top Officer Pay

66th percentile

$97,702

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 38.2% of source-year revenue.

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

Asset Growth

64th percentile

8.9%

Faster asset growth than 64% of similar nonprofits.

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

Revenue Growth

99th percentile

782%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$3,197,272

Up $261,871 (+8.9%) from 2023

Liabilities

Up

$5,119

Up $3,600 (+237%) from 2023

Net Assets

Up

$3,192,153

Up $258,271 (+8.8%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin83rd percentile

Revenue

Up

$255,624

Up $226,652 (+782%) from 2023

Expenses

Down

$165,693

Down $7,909 (-4.6%) from 2023

Net Income

Up

$89,931

Up $234,561 (+162%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,128,327Liabilities 2011: $4,552Net Assets 2011: $2,123,7752011Assets 2012: $2,150,148Liabilities 2012: $5,247Net Assets 2012: $2,144,9012012Assets 2013: $2,295,397Liabilities 2013: $7,248Net Assets 2013: $2,288,1492013Assets 2014: $2,436,063Liabilities 2014: $4,155Net Assets 2014: $2,431,9082014Assets 2015: $2,407,451Liabilities 2015: $4,719Net Assets 2015: $2,402,7322015Assets 2016: $2,162,019Liabilities 2016: $0Net Assets 2016: $2,162,0192016Assets 2017: $2,671,450Liabilities 2017: $4,894Net Assets 2017: $2,666,5562017Assets 2018: $2,736,831Liabilities 2018: $4,777Net Assets 2018: $2,732,0542018Assets 2019: $2,996,079Liabilities 2019: $0Net Assets 2019: $2,996,0792019Assets 2020: $2,902,457Liabilities 2020: $0Net Assets 2020: $2,902,4572020Assets 2021: $3,293,724Liabilities 2021: $0Net Assets 2021: $3,293,7242021Assets 2022: $2,822,575Liabilities 2022: $4,665Net Assets 2022: $2,817,9102022Assets 2023: $2,935,401Liabilities 2023: $1,519Net Assets 2023: $2,933,8822023Assets 2024: $3,197,272Liabilities 2024: $5,119Net Assets 2024: $3,192,1532024

Highlighted filing

2024

Assets$3,197,272
Liabilities$5,119
Net Assets$3,192,153
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $104,975Expenses 2011: $93,213Net Income 2011: $11,7622011Revenue 2012: $104,668Expenses 2012: $106,499Net Income 2012: -$1,8312012Expenses 2013: $122,4552013Revenue 2014: $158,944Expenses 2014: $179,272Net Income 2014: -$20,3282014Revenue 2015: $306,093Expenses 2015: $153,447Net Income 2015: $152,6462015Revenue 2016: $38,665Expenses 2016: $146,332Net Income 2016: -$107,6672016Revenue 2017: $441,464Expenses 2017: $147,033Net Income 2017: $294,4312017Revenue 2018: $101,145Expenses 2018: $139,894Net Income 2018: -$38,7492018Revenue 2019: $571,847Expenses 2019: $362,249Net Income 2019: $209,5982019Revenue 2020: $94,437Expenses 2020: $249,210Net Income 2020: -$154,7732020Revenue 2021: $382,628Expenses 2021: $319,149Net Income 2021: $63,4792021Revenue 2022: $650,667Expenses 2022: $175,781Net Income 2022: $474,8862022Revenue 2023: $28,972Expenses 2023: $173,602Net Income 2023: -$144,6302023Revenue 2024: $255,624Expenses 2024: $165,693Net Income 2024: $89,9312024

Highlighted filing

2024

Revenue$255,624
Expenses$165,693
Net Income$89,931
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$3,197,272
Liabilities
$5,119
Net assets
$3,192,153
Revenue
$255,624
Expenses
$165,693
Net income
$89,931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.01$3.19$0.26$0.17$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$2.93$0.03$0.17$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.00$2.82$0.65$0.18$0.47
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$0.00$3.29$0.38$0.32$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.00$2.90$0.09$0.25$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.00$3.00$0.57$0.36$0.21
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.00$2.73$0.10$0.14$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$0.44$0.15$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.04$0.15$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.40$0.31$0.15$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.43$0.16$0.18$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.01$2.29$0.12
2012Summary only. Only limited summary data is available for this year.$2.15$0.01$2.14$0.10$0.11$0.00
2011Summary only. Only limited summary data is available for this year.$2.13$0.00$2.12$0.10$0.09$0.01
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$1,120,928
Mission and Program Overview

Mission

To support and promote the efforts of the santa fe symphony orchestra & chorus inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,619,864$3,212,185▲ $592,321
Savings and Temporary Cash Investments$268,269$57,514▼ $210,755
Cash and Non-Interest-Bearing Accounts$1--
Total Assets$2,902,457$3,293,724▲ $391,267
Other Assets Total$14,323$24,025▲ $9,702
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,752,457$3,143,724▲ $391,267
Net Assets With Donor Restrictions$150,000$150,000→ $0
Total Net Assets Fund Balance$2,902,457$3,293,724▲ $391,267
Total Liabilities and Net Assets / Fund Balance$2,902,457$3,293,724▲ $391,267

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$150,000---$150,000
2019$150,000---$150,000
2018$149,674-▲ $326-$150,000
2017$146,596-▲ $3,078-$149,674
2016$144,044-▲ $9,420$-6,868$146,596
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleOtherTotal
Daniel CrupiFormer Execu$96,985$96,985

Board Members and Trustees

NameTitle
Brian McgrathPresident
Ann Neuberger AcevesDirector
Dr Penelope PenlandDirector
Eileen MandelDirector
Marion SkubiDirector
Michael DawsonDirector
Teresa M PierceDirector
Robin SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$125,384
Program Service Revenue
$0
Investment Income
$257,244
Other Revenue
$0
All Other Contributions
$125,384
Change in Net Assets
$63,479

Audited Revenue Reconciliation

Revenue per Audited Statements
$382,628
Revenue Not Reported on Form 990
$327,788
Total Revenue per Audited Statements
$710,416
Total Revenue per Form 990
$382,628
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$319,149
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$301,267--$301,267
Fees for Service Investment Mgmnt Fees-$15,418-$15,418
Other Expenses-$1,277-$1,277
Fees for Services Accounting-$1,187-$1,187
Total Functional Expenses$301,267$17,882$0$319,149

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$319,149
Total Expenses per Audited Statements$319,149
Total Expenses per Form 990$319,149
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

“The foundation made the change of delegating the santa fe symphony orchestra & chorus inc. (the "symphony") board of directors the right to approve the foundation's board selection of board members.”

Form 990, Page 6, Part VI, Line 7A

“The foundation board members must be appointed by the symphony board of directors.”

Form 990, Page 6, Part VI, Line 7B

“The selection of foundation directors must be approved by the symphony board of directors.”

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

“A draft of the 990 information return was provided to all board members electronically and comments solicited prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Annually, the board are required to read and sign a conflict of interest statement. They must identify any potential conflicts of interest of which they are aware at time and acknowledge that they are responsible to immediately identify any conflict that comes up subsequent to that.”

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

“The foundation does not currently have employees however a process is in place in the event the foundation has employees in the future to ensure compensation includes a review and approval process by the board of directors.”

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

“The foundation does not currently have employees however a process is in place in the event the foundation has employees in the future to ensure compensation includes a review and approval process by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“Available to public upon request.”

Filing and Contact Details

Filer

Filer Name
Foundation for the Santa Fe
EIN
85-0478786
Phone
5059833530
Address
301 GRIFFIN STREET, SANTA FE, NM 87501

Signing Officer

Name
Brian Mcgrath
Title
President
Phone
5059833530
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Mcgrath
Formed
2000
Legal Domicile
Nm
Voting Board Members
7
Independent Board Members
5
Employees
0

Preparer

Firm
Loftis & Lovato Group
Address
5501 EAGLE ROCK AVE NE SUITE C-5, ALBUQUERQUE, NM 87113
Preparer
Frank T Lovato
Phone
5052935009
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The financial accounting 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 foundation for the santa fe symphony orchestra & chorus, inc. (the "foundation") determined no material unrecognized tax benefits or liabilities exist at june 30, 2021. As of june 30, 2021, the foundation had no amounts related to unrecogizied income tax benefits and no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The foundation does not anticipate any significant changes related to unrecognized tax benefits.”

Raw XML AppendixShowing 400 of 414 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SANTA FE SYMPHONY ORCHESTRA & CHORUS INC
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FINANCIAL ACCOUNTING 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 FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA & CHORUS, INC. (THE "FOUNDATION") DETERMINED NO MATERIAL UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST AT JUNE 30, 2021. AS OF JUNE 30, 2021, THE FOUNDATION HAD NO AMOUNTS RELATED TO UNRECOGIZIED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE FOUNDATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES RELATED TO UNRECOGNIZED TAX BENEFITS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION MADE THE CHANGE OF DELEGATING THE SANTA FE SYMPHONY ORCHESTRA & CHORUS INC. (THE "SYMPHONY") BOARD OF DIRECTORS THE RIGHT TO APPROVE THE FOUNDATION'S BOARD SELECTION OF BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION BOARD MEMBERS MUST BE APPOINTED BY THE SYMPHONY BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SELECTION OF FOUNDATION DIRECTORS MUST BE APPROVED BY THE SYMPHONY BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A DRAFT OF THE 990 INFORMATION RETURN WAS PROVIDED TO ALL BOARD MEMBERS ELECTRONICALLY AND COMMENTS SOLICITED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY, THE BOARD ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST STATEMENT. THEY MUST IDENTIFY ANY POTENTIAL CONFLICTS OF INTEREST OF WHICH THEY ARE AWARE AT TIME AND ACKNOWLEDGE THAT THEY ARE RESPONSIBLE TO IMMEDIATELY IDENTIFY ANY CONFLICT THAT COMES UP SUBSEQUENT TO THAT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FOUNDATION DOES NOT CURRENTLY HAVE EMPLOYEES HOWEVER A PROCESS IS IN PLACE IN THE EVENT THE FOUNDATION HAS EMPLOYEES IN THE FUTURE TO ENSURE COMPENSATION INCLUDES A REVIEW AND APPROVAL PROCESS BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE FOUNDATION DOES NOT CURRENTLY HAVE EMPLOYEES HOWEVER A PROCESS IS IN PLACE IN THE EVENT THE FOUNDATION HAS EMPLOYEES IN THE FUTURE TO ENSURE COMPENSATION INCLUDES A REVIEW AND APPROVAL PROCESS BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AVAILABLE TO PUBLIC UPON REQUEST.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE SANTA FE SYMPHONY ORCHESTRA & C
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL DISBURSEMENTS
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOUNDATION FOR THE SANTA FE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SYMPHONY ORCHESTRA & CHORUS INC
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOFTIS & LOVATO GROUP

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