Civic Intelligence

Foundation for the Santa Fe Symphony Orchestra and Chorus Inc

990 • Fiscal year 2019 • EIN 85-0478786

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 01, 2020

Organization ProfileWWW.SANTAFESYMPHONY.ORG
301 Griffin StreetSanta Fe, NM 87501

(505) 983-3530

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

66th percentile

9.5%

Faster asset growth than 66% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

465%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$2,996,079

Up $259,248 (+9.5%) from 2018

Net Assets

Up

$2,996,079

Up $264,025 (+9.7%) from 2018

Liabilities

Down

$0

Down $4,777 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin87th percentile

Revenue

Up

$571,847

Up $470,702 (+465%) from 2018

Expenses

Up

$362,249

Up $222,355 (+159%) from 2018

Net Income

Up

$209,598

Up $248,347 (+641%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2019

Assets$2,996,079
Liabilities$0
Net Assets$2,996,079
Open 2019 Filing

Operations Trend

Revenue Growth98th 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

2019

Revenue$571,847
Expenses$362,249
Net Income$209,598
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 1, 2020
Return Version
2018v3.2
Gross Receipts
$1,999,802
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$2,608,006$2,590,773▼ $17,233
Savings and Temporary Cash Investments$87,085$242,023▲ $154,938
Total Assets$2,736,831$2,996,079▲ $259,248
Other Assets Total$41,740$163,283▲ $121,543
Liabilities
Other Liabilities$4,777--
Total Liabilities$4,777$0▼ $4,777
Net Assets / Fund Balance
Unrestricted Net Assets$2,582,380$2,846,079▲ $263,699
Permanently Rstr Net Assets$149,674$150,000▲ $326
Total Net Assets Fund Balance$2,732,054$2,996,079▲ $264,025
Total Liabilities and Net Assets / Fund Balance$2,736,831$2,996,079▲ $259,248

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,431--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$149,674-▲ $326-$150,000
2017$146,596-▲ $3,078-$149,674
2016$144,044-▲ $9,420$-6,868$146,596
2015$96,663$50,000▼ $2,619-$144,044
2014$96,032-▲ $631-$96,663
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Brian McgrathPresident
Ann Neuberger AcevesDirector
Eileen MandelDirector
Frank HirschDirector
Marion SkubiDirector
Daniel CrupiExecutive Di
Robin SmithSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$519,300
Program Service Revenue
$0
Investment Income
$52,547
Other Revenue
$0
All Other Contributions
$519,300
Change in Net Assets
$209,598

Audited Revenue Reconciliation

Revenue per Audited Statements
$571,847
Revenue Not Reported on Form 990
$54,427
Total Revenue per Audited Statements
$626,274
Total Revenue per Form 990
$571,847
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$362,249
Total Fundraising Expense$536
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$337,722--$337,722
Fees for Service Investment Mgmnt Fees-$12,614-$12,614
Fees for Services Accounting-$11,377-$11,377
Other Expenses--$536$536
Total Functional Expenses$337,722$23,991$536$362,249

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$362,249
Total Expenses per Audited Statements$362,249
Total Expenses per Form 990$362,249
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
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
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 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
301 GRIFFIN STREET, SANTA FE, NM 87501

Signing Officer

Name
Daniel Crupi
Title
Executive Director
Phone
5059833530
Signed
2020-06-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin Smith
Formed
2000
Legal Domicile
Nm
Voting Board Members
7
Independent Board Members
6
Employees
0

Preparer

Firm
Loftis & Lovato Group
Address
8206 LOUISIANA BLVD NE STE A, 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 as of june 30, 2019 and 2018. Ast of june 30, 2019 and 2018, the foundation had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalities. 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SUPPORT AND PROMOTE THE EFFORTS OF THE SANTA FE SYMPHONY ORCHESTRA & CHORUS INC.
IRS990/AllOtherContributionsAmt0519300
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0AMY WORCESTER
IRS990/BooksInCareOfDetail/PhoneNum05059833530
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0301 GRIFFIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA FE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990/BooksInCareOfDetail/USAddress/ZIPCd087501
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0519300
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt052547
IRS990/CYOtherExpensesAmt0362249
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0209598
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0362249
IRS990/CYTotalFundraisingExpenseAmt0536
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0571847
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/ExpenseAmt0337722
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011377
IRS990/FeesForServicesAccountingGrp/TotalAmt011377
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt012614
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt012614
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt56.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0ANN NEUBERGER ACEVES
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBIN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2EILEEN MANDEL
IRS990/Form990PartVIISectionAGrp/PersonNm3MARION SKUBI
IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN MCGRATH
IRS990/Form990PartVIISectionAGrp/PersonNm5DANIEL CRUPI
IRS990/Form990PartVIISectionAGrp/PersonNm6FRANK HIRSCH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-14471
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01413484
IRS990/GrossReceiptsAmt01999802
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt067018
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt067018
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02608006
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02590773
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NM
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01427955
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/NetAssetsOrFundBalancesBOYAmt02732054
IRS990/NetAssetsOrFundBalancesEOYAmt02996079
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-14471
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-14471
IRS990/NetUnrlzdGainsLossesInvstAmt054427
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt041740
IRS990/OtherAssetsTotalGrp/EOYAmt0163283
IRS990/OtherExpensesGrp/Desc0DEVELOPMENT
IRS990/OtherExpensesGrp/FundraisingAmt0536
IRS990/OtherExpensesGrp/TotalAmt0536
IRS990/OtherLiabilitiesGrp/BOYAmt04777
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0337722
IRS990/PaymentsToAffiliatesGrp/TotalAmt0337722
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0149674
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0150000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ROBIN SMITH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt016600
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt084545
IRS990/PYOtherExpensesAmt0139894
IRS990/PYRevenuesLessExpensesAmt0-38749
IRS990/PYTotalExpensesAmt0139894
IRS990/PYTotalRevenueAmt0101145
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0209598
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt087085
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0242023
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/SupportAmt0337722
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SANTA FE SYMPHONY ORCHESTRA & CHORUS INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0SANTA FE SYMPHONY ORCHESTRA & CHORUS INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0337722
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/BeginningYearBalanceAmt0149674
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0150000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0326
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0146596
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0149674
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03078
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0144044
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0146596
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09420
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0-6868
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt096663
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0144044
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2619
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt096032
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt096663
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0631
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0362249
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt054427
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0132610
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt128242
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt22431
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM THE SYMPHONY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1LOAN TO SYMPHONY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DUE FROM THE BANK
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt054427
IRS990ScheduleD/RevenueSubtotalAmt0571847
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 AS OF JUNE 30, 2019 AND 2018. AST OF JUNE 30, 2019 AND 2018, THE FOUNDATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALITIES. THE FOUNDATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES RELATED TO UNRECOGNIZED TAX BENEFITS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0163283
IRS990ScheduleD/TotalExpensesPerForm990Amt0362249
IRS990ScheduleD/TotalRevenuePerForm990Amt0571847
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0626274
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0362249
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/InvolvedAmt0337722
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt113498
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt21074
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL DISBURSEMENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACTUAL LOAN PAYMENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2ACTUAL INTEREST PAYMENTS
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/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2S
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02736831
IRS990/TotalAssetsEOYAmt02996079
IRS990/TotalAssetsGrp/BOYAmt02736831
IRS990/TotalAssetsGrp/EOYAmt02996079
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0519300
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0536
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023991
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0337722
IRS990/TotalFunctionalExpensesGrp/TotalAmt0362249
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04777
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt04777
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02732054
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02996079
IRS990/TotalProgramServiceExpensesAmt0337722
IRS990/TotalRevenueGrp/ExclusionAmt067018
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-14471
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0571847
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02736831
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02996079
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02582380
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02846079
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 9692
IRS990/USAddress/CityNm0SANTA FE
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087504
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.SANTAFESYMPHONY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL CRUPI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05059833530
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-01
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/AddressLine1Txt0301 GRIFFIN STREET
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087501
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07563EC2E411316AF6B2B45DA109D2258FFAC4285
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00B759B3E953F31B63D0310CFA7AE7A8417D33C6F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.243.29.77
ReturnHeader/FilingSecurityInformation/IPDt02020-07-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:59:11

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,996,079
Liabilities
$0
Net assets
$2,996,079
Revenue
$571,847
Expenses
$362,249
Net income
$209,598
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
2019Detailed filing. Detailed filing data is available for this year.$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