SANTA FE CHAMBER MUSIC FESTIVAL LTD (EIN 850224461) - 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

VALERIE GUY

Phone

5059832075

Tax Period

2024-11-01 to 2025-10-31

SANTA FE CHAMBER MUSIC FESTIVAL LTD, founded in 1972, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.1M in total revenue in fiscal year 2024.

Mission

THE ADVANCEMENT OF THE ART OF MUSIC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,344,762

Program Service Revenue $764,219

Investment Income $59,099

Other Revenue $-23,898

TOTAL REVENUE $3,144,182

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,327,480

Fundraising Expenses $531,541

Program Expenses $2,217,231

Other Expenses $1,789,385

TOTAL EXPENSES $3,116,865

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,144,182	$3,006,875	+0.0%
Expenses	$3,116,865	$3,059,186	+0.0%
Net Income	$27,317	$-52,311	-1.5%

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

$361,705

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEN ALLISON	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL HINDUS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT CLARKE	TREASURER	1.00	Officer Director	$0	$0	$0
CAROLE BROWN	SECRETARY	1.00	Officer Director	$0	$0	$0
ANNA-MARIE BACA	TRUSTEE	1.00	Director	$0	$0	$0
BRETT BACHMAN	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA BALSER	TRUSTEE	1.00	Director	$0	$0	$0
BETH BELOFF	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD BENTLEY	TRUSTEE (THROUGH JUNE 2025)	1.00	Director	$0	$0	$0
JOHN BERGHOFF	TRUSTEE	1.00	Director	$0	$0	$0
NEIL BERMAN	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS BROWN	TRUSTEE	1.00	Director	$0	$0	$0
ELISBETH CHALLENER	TRUSTEE	1.00	Director	$0	$0	$0
RALPH CRAVISO	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS DWORKIN	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW EISEMAN	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL EVERETT	TRUSTEE	1.00	Director	$0	$0	$0
DAVID FRANK	TRUSTEE	1.00	Director	$0	$0	$0
PETER FRANK	TRUSTEE	1.00	Director	$0	$0	$0
JULANNA GILBERT	TRUSTEE	1.00	Director	$0	$0	$0
DIANE GROB	TRUSTEE	1.00	Director	$0	$0	$0
JEREMY GUIBERTEAU	TRUSTEE	1.00	Director	$0	$0	$0
JOHN HART	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT HULL	TRUSTEE	1.00	Director	$0	$0	$0
HERVEY JURIS	TRUSTEE	1.00	Director	$0	$0	$0
PAUL KING	TRUSTEE	1.00	Director	$0	$0	$0
RONALD LUSHING	TRUSTEE	1.00	Director	$0	$0	$0
JANI LEUSCHEL	TRUSTEE	1.00	Director	$0	$0	$0
ELLEN MARDER	TRUSTEE	1.00	Director	$0	$0	$0
KENNETH MARVEL	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH MCGOWN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID MUCK	TRUSTEE	1.00	Director	$0	$0	$0
JAY OPPENHEIMER	TRUSTEE	1.00	Director	$0	$0	$0
BARRY RAMO	TRUSTEE	1.00	Director	$0	$0	$0
HERMAN SIEGELAAR	TRUSTEE	1.00	Director	$0	$0	$0
BESSIE SIMPSON HANAHAN	TRUSTEE	1.00	Director	$0	$0	$0
NAT SLOANE	TRUSTEE	1.00	Director	$0	$0	$0
LOUISA STUDE SAROFIM	TRUSTEE	1.00	Director	$0	$0	$0
MARC NEIKRUG	ARTISTIC DIRECTOR	40.00	Officer	$210,000	$15,300	$225,300
JANE BAGWELL	CONTROLLER/CFO	40.00	Officer	$67,591	$2,028	$69,619
JAMES GRIFFITH	EXECUTIVE DIRECTOR (THRU 10/31/25)	40.00	Officer	$66,786	$0	$66,786
ELIZABETH DERRINGER	DEVELOPMENT DIRECTOR	40.00	Highest	$141,526	$13,246	$154,772
VALERIE GUY	DIRECTOR OF ARTISTIC ADMINISTRATION	40.00	Highest	$102,908	$16,249	$119,157

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	$3,144,182	$3,116,865	$1,296,181	$27,317
2024	$3,006,875	$3,059,186	$1,004,449	$-52,311
2023	$3,222,807	$3,554,625	$1,210,350	$-331,818
2022	$2,691,404	$2,681,382	$1,291,052	$10,022
2021	$2,723,193	$2,414,913	$1,237,952	$308,280
2020	$1,799,988	$1,821,928	$1,003,853	$-21,940
2019	$2,563,630	$2,598,397	$823,520	$-34,767
2018	$2,434,641	$2,433,163	$804,663	$1,478

SANTA FE CHAMBER MUSIC FESTIVAL LTD