SANTA FE CHAMBER OF COMMERCE (EIN 850067130) - 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

1942

Legal Domicile

Principal Officer

BRIDGET DIXSON

Phone

5059883279

Tax Period

2023-07-01 to 2024-06-30

SANTA FE CHAMBER OF COMMERCE, founded in 1942, is a small nonprofit that reported $601K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $553K left a modest 8% surplus.

Mission

THE SANTA FE CHAMBER OF COMMERCE'S MISSION IS TO STRENGTHEN THE LOCAL ECONOMY AND SERVE AS THE VOICE OF BUSINESS IN COMMUNITY AFFAIRS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $262,979

Program Service Revenue $307,545

Investment Income $670

Other Revenue $29,770

TOTAL REVENUE $600,964

Expense Breakdown

Grants Paid $0

Salaries & Benefits $368,681

Fundraising Expenses $0

Other Expenses $184,029

TOTAL EXPENSES $552,710

Year-over-Year Comparison

	2023	2022	Change
Revenue	$600,964	$491,874	+0.2%
Expenses	$552,710	$508,584	+0.1%
Net Income	$48,254	$-16,710	-3.9%

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

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

$108,022

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIDGET DIXSON	PRESIDENT &	40.00	Officer	$102,764	$5,258	$108,022
ANNE KAIN	CHAIR	0.50	Officer Director	$0	$0	$0
MATTHEW JARAMILLO	PAST CHAIR	0.50	Officer Director	$0	$0	$0
ART TRUJILLO	CHAIR ELECT	0.50	Officer Director	$0	$0	$0
STEVEN W JOHNSON	TREASURER	0.50	Officer Director	$0	$0	$0
SARAH IVES WILLIAMS	VICE-CHAIR	0.25	Officer Director	$0	$0	$0
RENE PORTILLO	VICE-CHAIR	0.25	Officer Director	$0	$0	$0
AMALIA BERTRAM	DIRECTOR	0.25	Director	$0	$0	$0
AMANDA LABOMBARD	DIRECTOR	0.25	Director	$0	$0	$0
ED PULSIFER	DIRECTOR	0.25	Director	$0	$0	$0
EMMA SCHERER	DIRECTOR	0.25	Director	$0	$0	$0
ERIC BALDONADO	DIRECTOR	0.25	Director	$0	$0	$0
GEORGE GUNDREY	DIRECTOR	0.25	Director	$0	$0	$0
JAMIE SCHULZE	DIRECTOR	0.25	Director	$0	$0	$0
JOELLA MORTILLARO	DIRECTOR	0.25	Director	$0	$0	$0
KYLE BURNS	DIRECTOR	0.25	Director	$0	$0	$0
MARCOS ZUBIA	DIRECTOR	0.25	Director	$0	$0	$0
MICHAEL C ERICKSON	DIRECTOR	0.25	Director	$0	$0	$0
MIKE LATTING	DIRECTOR	0.25	Director	$0	$0	$0
NICOLE AMMERMAN	DIRECTOR	0.25	Director	$0	$0	$0
PATRICK DORSEY	DIRECTOR	0.25	Director	$0	$0	$0
STEVE RESNICK	DIRECTOR	0.25	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	$600,964	$552,710	$159,204	$48,254
2023	$491,874	$508,584	$228,294	$-16,710
2022	$440,900	$439,695	$204,105	$1,205
2021	$325,409	$371,482	$221,975	$-46,073
2020	$527,046	$501,537	$184,284	$25,509
2019	$567,087	$586,301	$170,087	$-19,214

SANTA FE CHAMBER OF COMMERCE