SANTA FE DESERT CHORALE (EIN 850300479) - 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

1982

Legal Domicile

Principal Officer

EMMA MARZEN

Phone

5059882282

Tax Period

2023-03-01 to 2024-02-29

SANTA FE DESERT CHORALE, founded in 1982, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $797K, a strong 37% operating margin.

Mission

THE MISSION OF THE SANTA FE DESERT CHORALE IS TO EXCITE, ENGAGE, AND INSPIRE DIVERSE AUDIENCES WITH THE BEAUTY AND POWER OF GREAT CHORAL MUSIC. WE ALSO HAVE A STATEMENT OF PURPOSE FOR COMMUNITY ENGAGEMENT: SANTA FE DESERT CHORALE IS COMMITTED TO SHARING THE POWER OF MUSIC WITH DIVERSE POPULATIONS BY PROVIDING ARTS ACCESS THROUGH COLLABORATIVE PROGRAMMING AND ENGAGEMENT.

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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 $1,663,418

Program Service Revenue $463,123

Investment Income $35,032

Other Revenue $-32,706

TOTAL REVENUE $2,128,867

Expense Breakdown

Grants Paid $0

Salaries & Benefits $567,825

Fundraising Expenses $155,869

Program Expenses $791,246

Other Expenses $764,208

TOTAL EXPENSES $1,332,033

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,128,867	$1,490,124	+0.4%
Expenses	$1,332,033	$1,158,511	+0.1%
Net Income	$796,834	$331,613	+1.4%

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

$203,171

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMMA MARZEN	EXECUTIVE DI	50.00	Officer	$104,696	$15,867	$120,563
JOSHUA HABERMAN	EX-OFFICIO D	5.00	Officer	$82,608	$0	$82,608
BARRY LYERLY	PRESIDENT	5.00	Officer Director	$0	$0	$0
DIANE GRAVES	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
CATHY GRONQUIST	TREASURER	5.00	Officer Director	$0	$0	$0
FELICIA MORROW	ASSISTANT TR	2.00	Officer Director	$0	$0	$0
GREGORY DOVE	SECRETARY	5.00	Officer Director	$0	$0	$0
HON BARBARA J HOUSER	ASSISTANT SE	2.00	Officer Director	$0	$0	$0
CARMEN PARADIS	DIRECTOR	2.00	Director	$0	$0	$0
CATHY SICKLES	DIRECTOR	2.00	Director	$0	$0	$0
KATHRYN KING COLEMAN	DIRECTOR	2.00	Director	$0	$0	$0
FRASER MCALPINE	DIRECTOR	2.00	Director	$0	$0	$0
JEFFREY FORT	DIRECTOR	2.00	Director	$0	$0	$0
MURRAY BERN MD	DIRECTOR	2.00	Director	$0	$0	$0
PATRICIA STANLEY	DIRECTOR	2.00	Director	$0	$0	$0
SHERYL KELSEY PHD	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN HOCHBERG	DIRECTOR	2.00	Director	$0	$0	$0
SARA MCKENZIE	DIRECTOR	2.00	Director	$0	$0	$0
TOM CONNER	DIRECTOR	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	$2,128,867	$1,332,033	$2,541,910	$796,834
2023	$1,490,124	$1,158,511	$1,659,554	$331,613
2022	$1,570,845	$931,437	$1,279,456	$639,408
2021	$1,039,826	$406,431	$678,776	$633,395

SANTA FE DESERT CHORALE