SANTA FE CONCERT FOUNDATION (EIN 742826642) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

TIMOTHY MITCHELL

Phone

5058207642

Tax Period

2022-07-01 to 2023-06-30

SANTA FE CONCERT FOUNDATION, founded in 1998, is a small nonprofit in the Arts, Culture & Humanities sector that reported $713K in total revenue in fiscal year 2022. Revenue surged 3617% from the prior year, signaling strong growth momentum. The organization ran a surplus of $653K, a strong 92% operating margin.

Mission

TO SUPPORT SANTA FE CONCERT ASSOCIATION, DBA: PERFORMANCE SANTA FE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $720,020

Program Service Revenue $0

Investment Income $-7,114

Other Revenue $0

TOTAL REVENUE $712,906

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,000

Other Expenses $9,509

TOTAL EXPENSES $59,509

Year-over-Year Comparison

	2022	2021	Change
Revenue	$712,906	$19,179	+36.2%
Expenses	$59,509	$55,521	+0.1%
Net Income	$653,397	$-36,342	-19.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY MITCHELL	PRESIDENT	5.00	Officer Director	$0	$0	$0
BEN ALAIMO-MONSON	TREASURER	2.00	Officer Director	$0	$0	$0
JACK LARSON	SECRETARY	5.00	Officer Director	$0	$0	$0
NATALIE BELLER	MEMBER	2.00	Director	$0	$0	$0
ROBIN BLACK	MEMBER	2.00	Director	$0	$0	$0
SELBY KEY	MEMBER	2.00	Director	$0	$0	$0
DAVID E MARION CFA	MEMBER	2.00	Director	$0	$0	$0
DAVID MCNEEL	MEMBER	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$712,906	$59,509	$1,737,670	$653,397
2022	$19,179	$55,521	$958,198	$-36,342
2021	$86,782	$77,268	$1,135,042	$9,514
2019	$41,837	$9,608	$891,775	$32,229

SANTA FE CONCERT FOUNDATION