Civic Intelligence

Foundation for the Santa Fe Symphony Orchestra and Chorus Inc

990 • Fiscal year 2017 • EIN 85-0478786

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization ProfileWWW.SANTAFESYMPHONY.ORG
551 West Cordova RoadSanta Fe, NM 87505

(505) 983-3530

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

60th percentile

$80,578

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

83rd percentile

24%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1042%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,671,450

Up $509,431 (+24%) from 2016

Net Assets

Up

$2,666,556

Up $504,537 (+23%) from 2016

Liabilities

Up

$4,894

Up $4,894 from 2016

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin95th percentile

Revenue

Up

$441,464

Up $402,799 (+1042%) from 2016

Expenses

Up

$147,033

Up $701 (+0.5%) from 2016

Net Income

Up

$294,431

Up $402,098 (+373%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$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

2017

Assets$2,671,450
Liabilities$4,894
Net Assets$2,666,556
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$441,464
Expenses$147,033
Net Income$294,431
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.1
Gross Receipts
$2,170,368
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$1,939,217$2,566,973▲ $627,756
Savings and Temporary Cash Investments$144,348$49,637▼ $94,711
Total Assets$2,162,019$2,671,450▲ $509,431
Other Assets Total$78,454$54,840▼ $23,614
Liabilities
Other Liabilities-$4,894-
Total Liabilities$0$4,894▲ $4,894
Net Assets / Fund Balance
Unrestricted Net Assets$2,017,975$2,519,960▲ $501,985
Permanently Rstr Net Assets$144,044$146,596▲ $2,552
Total Net Assets Fund Balance$2,162,019$2,666,556▲ $504,537
Total Liabilities and Net Assets / Fund Balance$2,162,019$2,671,450▲ $509,431

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$144,044-▲ $9,420$-6,868$146,596
2015$96,663$50,000▼ $2,619-$144,044
2014$96,032-▲ $631-$96,663
2013$86,545-▲ $9,487-$96,032
2012$91,159-▲ $708$-4,841$86,545
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleOtherTotal
Gregory W HeltmanSecretary$80,578$80,578

Board Members and Trustees

NameTitle
Jenny Auger MawPresident
Eileen MandelDirector
Janet Zlatoff-mirskyDirector
Marion SkubiDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$392,064
Program Service Revenue
$0
Investment Income
$49,400
Other Revenue
$0
All Other Contributions
$392,064
Change in Net Assets
$294,431

Audited Revenue Reconciliation

Revenue per Audited Statements
$441,464
Revenue Not Reported on Form 990
$213,350
Total Revenue per Audited Statements
$654,814
Total Revenue per Form 990
$441,464
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$147,033
Total Fundraising Expense$7,020
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$110,000--$110,000
Fees for Service Investment Mgmnt Fees-$10,984-$10,984
Fees for Services Accounting-$4,774-$4,774
Fees for Services Legal-$4,014-$4,014
Other Expenses$41-$7,020$41
Total Functional Expenses$120,241$19,772$7,020$147,033

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$150,277
Expenses per Audited Statements$147,033
Total Expenses per Form 990$147,033
Expenses Not Reported on Form 990$3,244
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
Due to Symphony$4,894
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
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 board members electronically and comments solicited prior to filing.”

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
551 WEST CORDOVA ROAD, SANTA FE, NM 87505

Signing Officer

Name
Gregory W Heltman
Title
Secretary
Phone
5059833530
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory W Heltman
Formed
2000
Legal Domicile
Nm
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Loftis Group LLC
Address
4811 HARDWARE RD NE STE E-4, ALBUQUERQUE, NM 87109-2023
Preparer
Nick Loftis
Phone
5052935009
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 4, Part XIII

“The financial accounting and standards board (fasb) issued fasb asc 740-10. Acounting 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 benefit or liabilities exist as of june 30, 2017 and 2016. As of june 30, 2017 and 2016, the foundation had no amounts related to unrecognized income tax benefit 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 404 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SUPPORT AND PROMOTE THE EFFORTS OF THE SANTA FE SYMPHONY ORCHESTRA & CHORUS INC.
IRS990/AllOtherContributionsAmt0392064
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0GREG HELTMAN
IRS990/BooksInCareOfDetail/PhoneNum05059833530
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0551 CORDOVA ROAD SUITE D
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA FE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990/BooksInCareOfDetail/USAddress/ZIPCd087505
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0392064
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt049400
IRS990/CYOtherExpensesAmt0147033
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0294431
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0147033
IRS990/CYTotalFundraisingExpenseAmt07020
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0441464
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO GENERATE REVENUE IN ORDER TO MAKE ANNUAL CONTRIBUTIONS TO OUR SUPPORTED ORGANIZATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0120241
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04774
IRS990/FeesForServicesAccountingGrp/TotalAmt04774
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04014
IRS990/FeesForServicesLegalGrp/TotalAmt04014
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt010984
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010984
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0GREGORY W HELTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JENNY AUGER MAW
IRS990/Form990PartVIISectionAGrp/PersonNm2EILEEN MANDEL
IRS990/Form990PartVIISectionAGrp/PersonNm3MARION SKUBI
IRS990/Form990PartVIISectionAGrp/PersonNm4JANET ZLATOFF-MIRSKY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt080578
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-7599
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01721305
IRS990/GrossReceiptsAmt02170368
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt056999
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056999
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01939217
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02566973
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NM
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01728904
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT AND PROMOTE THE EFFORTS OF THE SANTA FE SYMPHONY ORCHESTRA & CHORUS INC.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02162019
IRS990/NetAssetsOrFundBalancesEOYAmt02666556
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-7599
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-7599
IRS990/NetUnrlzdGainsLossesInvstAmt0210106
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt078454
IRS990/OtherAssetsTotalGrp/EOYAmt054840
IRS990/OtherExpensesGrp/Desc0BAD DEBT
IRS990/OtherExpensesGrp/Desc1DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2OTHER
IRS990/OtherExpensesGrp/FundraisingAmt07020
IRS990/OtherExpensesGrp/ProgramServicesAmt010200
IRS990/OtherExpensesGrp/ProgramServicesAmt141
IRS990/OtherExpensesGrp/TotalAmt010200
IRS990/OtherExpensesGrp/TotalAmt17020
IRS990/OtherExpensesGrp/TotalAmt241
IRS990/OtherLiabilitiesGrp/EOYAmt04894
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0110000
IRS990/PaymentsToAffiliatesGrp/TotalAmt0110000
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0144044
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0146596
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0GREGORY W HELTMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt022639
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt016026
IRS990/PYOtherExpensesAmt0146332
IRS990/PYRevenuesLessExpensesAmt0-107667
IRS990/PYTotalExpensesAmt0146332
IRS990/PYTotalRevenueAmt038665
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0294431
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0144348
IRS990/SavingsAndTempCashInvstGrp/EOYAmt049637
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0850331684
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0110000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SANTA FE SYMPHONY ORCHESTRA & CHORUS INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0SANTA FE SYMPHONY ORCHESTRA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0110000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0144044
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0146596
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt09420
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-6868
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt096663
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0144044
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2619
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt096032
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt096663
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0631
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt086545
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt096032
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09487
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0-481
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt091159
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt086545
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0708
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-4841
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt03244
IRS990ScheduleD/DonatedServicesUseFcltsAmt03244
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt03244
IRS990ScheduleD/ExpensesSubtotalAmt0147033
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0210106
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04894
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO SYMPHONY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0213350
IRS990ScheduleD/RevenueSubtotalAmt0441464
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FINANCIAL ACCOUNTING AND STANDARDS BOARD (FASB) ISSUED FASB ASC 740-10. ACOUNTING 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 BENEFIT OR LIABILITIES EXIST AS OF JUNE 30, 2017 AND 2016. AS OF JUNE 30, 2017 AND 2016, THE FOUNDATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFIT 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 4, PART XIII
IRS990ScheduleD/TotalExpensesPerForm990Amt0147033
IRS990ScheduleD/TotalLiabilityAmt04894
IRS990ScheduleD/TotalRevenuePerForm990Amt0441464
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0654814
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0150277
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE 990 INFORMATION RETURN WAS PROVIDED TO BOARD MEMBERS ELECTRONICALLY AND COMMENTS SOLICITED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2THE 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/ExplanationTxt3AVAILABLE TO PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE SANTA FE SYMPHONY ORCHESTRA & C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0850331684
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 9692
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA FE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd087504
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0110000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt11000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt212714
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt31853
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL DISBURSEMENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL LOAN PAYMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2ACTUAL COSTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3ACTUAL INTEREST PAYMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SANTA FE SYMPHONY ORCHESTRA & CHORU
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SANTA FE SYMPHONY ORCHESTRA & CHORU
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2SANTA FE SYMPHONY ORCHESTRA & CHORU
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3SANTA FE SYMPHONY ORCHESTRA & CHORU
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3S
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02162019
IRS990/TotalAssetsEOYAmt02671450
IRS990/TotalAssetsGrp/BOYAmt02162019
IRS990/TotalAssetsGrp/EOYAmt02671450
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0392064
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07020
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019772
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0120241
IRS990/TotalFunctionalExpensesGrp/TotalAmt0147033
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt04894
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt04894
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02162019
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02666556
IRS990/TotalProgramServiceExpensesAmt0120241
IRS990/TotalRevenueGrp/ExclusionAmt056999
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-7599
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0441464
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02162019
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02671450
IRS990/TotReportableCompRltdOrgAmt080578
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02017975
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02519960
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 9692
IRS990/USAddress/CityNm0SANTA FE
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087504
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.SANTAFESYMPHONY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY W HELTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05059833530
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOUNDATION FOR THE SANTA FE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SYMPHONY ORCHESTRA & CHORUS INC
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0850478786
ReturnHeader/Filer/PhoneNum05059833530
ReturnHeader/Filer/USAddress/AddressLine1Txt0551 WEST CORDOVA ROAD
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087505
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId067FBF0EC2B6115177D0D206C870162FAFA291917
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D2AE9665C4190E9E9CCE909C46EAAF874339B8DE
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202486011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOFTIS GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04811 HARDWARE RD NE STE E-4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0871092023
ReturnHeader/PreparerPersonGrp/PhoneNum05052935009
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICK LOFTIS
ReturnHeader/ReturnTs02018-05-15T14:33:15-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,671,450
Liabilities
$4,894
Net assets
$2,666,556
Revenue
$441,464
Expenses
$147,033
Net income
$294,431
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
2017Detailed filing. Detailed filing data is available for this year.$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