GLOBAL SANTA FE (EIN 850196904) - 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

1972

Legal Domicile

Principal Officer

ZELLA KAY COX

Phone

5059824931

Tax Period

2023-01-01 to 2023-12-31

GLOBAL SANTA FE, founded in 1972, is a small nonprofit in the International Affairs sector that reported $489K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $615K exceeded revenue, resulting in a 26% operating deficit.

Mission

TO PROMOTE THE UNDERSTANDING OF INTERNATIONAL ISSUES AND CULTURAL 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 $342,168

Program Service Revenue $138,120

Investment Income $8,700

Other Revenue $0

TOTAL REVENUE $488,988

Expense Breakdown

Grants Paid $0

Salaries & Benefits $299,364

Fundraising Expenses $0

Program Expenses $554,295

Other Expenses $315,848

TOTAL EXPENSES $615,212

Year-over-Year Comparison

	2023	2022	Change
Revenue	$488,988	$597,308	-0.2%
Expenses	$615,212	$551,294	+0.1%
Net Income	$-126,224	$46,014	-3.7%

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

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
CHRISTINE CASTRO	MEMBER AT LARGE	0.19	Director	$0	$0	$0
CORINNE COLLINS	MEMBER AT LARGE	0.77	Director	$0	$0	$0
MARK ASQUINO	CHAIRMAN	5.77	Officer Director	$0	$0	$0
JIM FALK	MEMBER AT LARGE	9.62	Director	$0	$0	$0
DRGEORGES FEGHALI	MEMBER AT LARGE	0.77	Director	$0	$0	$0
PETER IVES	MEMBER AT LARGE	0.50	Director	$0	$0	$0
TOM JOHNSON	MEMBER AT LARGE	0.77	Director	$0	$0	$0
DR JAMES JORDAN	MEMBER AT LARGE	0.81	Director	$0	$0	$0
CHRISTY MAJORS	MEMBER AT LARGE	0.77	Director	$0	$0	$0
NATALIE AGRAZ	MEMBER AT LARGE	0.58	Director	$0	$0	$0
DAVID SHULMAN	MEMBER AT LARGE	0.77	Director	$0	$0	$0
SARAH STIMSON KARIS	MEMBER AT LARGE	0.19	Director	$0	$0	$0
IAN DUNN	SECRETARY	0.58	Officer Director	$0	$0	$0
TACARRA LAKE	MEMBER AT LARGE	1.73	Director	$0	$0	$0
MICHAEL ROBBINS	MEMBER AT LARGE	0.58	Director	$0	$0	$0
CHUCK CASE	FORMER PRESIDENT	1.92	Director	$0	$0	$0
ZELLA COX	TREASURER	0.77	Officer Director	$0	$0	$0
DAVID KILLION	VICE CHAIRMAN	1.92	Officer Director	$0	$0	$0
DEBORAH LELIAET	MEMBER AT LARGE	0.77	Director	$0	$0	$0
SHAWN MCQUEEN	PRESIDENT	2.31	Officer	$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
2024	No data	No data	No data	No data
2023	$488,988	$615,212	$400,452	$-126,224
2022	$597,308	$551,294	$483,170	$46,014
2021	$406,085	$470,193	$275,224	$-64,108
2020	$573,633	$432,214	$404,647	$141,419
2019	$468,149	$436,331	$219,749	$31,818
2018	$363,936	$360,238	$195,780	$3,698

GLOBAL SANTA FE