SANTA FE COMMUNITY FOUNDATION (EIN 850303044) - 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

1981

Legal Domicile

Principal Officer

CHRISTOPHER GOETT

Phone

5059889715

Tax Period

2023-01-01 to 2023-12-31

SANTA FE COMMUNITY FOUNDATION, founded in 1981, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $19.9M in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4.1M, a strong 21% operating margin.

Mission

THE SANTA FE COMMUNITY FOUNDATION INSPIRES PHILANTHROPIC GENEROSITY, STRENGTHENS NONPROFITS, AND FOSTERS POSITIVE CHANGE TO BUILD A MORE VIBRANT, HEALTHY, AND RESILIENT REGION.

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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 $18,015,442

Program Service Revenue $103,506

Investment Income $1,679,831

Other Revenue $69,021

TOTAL REVENUE $19,867,800

Expense Breakdown

Grants Paid $10,469,787

Salaries & Benefits $2,108,982

Fundraising Expenses $729,032

Program Expenses $13,508,648

Other Expenses $3,160,235

TOTAL EXPENSES $15,739,004

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,867,800	$32,102,537	-0.4%
Expenses	$15,739,004	$20,558,435	-0.2%
Net Income	$4,128,796	$11,544,102	-0.6%

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

141

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

$709,765

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DION SILVA	CHAIR	10.00	Officer Director	$0	$0	$0
HELENA RIBE	VICE CHAIR	10.00	Officer Director	$0	$0	$0
RICK HERRMAN	TREASURER	10.00	Officer Director	$0	$0	$0
LESLIE NATHANSON JURIS	SECRETARY	10.00	Officer Director	$0	$0	$0
ANNA MARIE ARGILAGOS	BOARD MEMBER	8.00	Director	$0	$0	$0
ELIZABETH HELLER ALLEN	BOARD MEMBER	8.00	Director	$0	$0	$0
MARIA JOSE RODRIGUEZ CADIZ	BOARD MEMBER	8.00	Director	$0	$0	$0
CELIA FOY CASTILLO	BOARD MEMBER	8.00	Director	$0	$0	$0
SUE COLITON	BOARD MEMBER	8.00	Director	$0	$0	$0
PATRICIA MARCUS CURTIS	BOARD MEMBER (THROUGH 7/17/23)	8.00	Director	$0	$0	$0
WILLIAM FINNOFF	BOARD MEMBER (THROUGH 10/5/23)	8.00	Director	$0	$0	$0
JOEL GRIMSTAD	BOARD MEMBER	8.00	Director	$0	$0	$0
BUD HAMILTON	BOARD MEMBER	8.00	Director	$0	$0	$0
DEBORAH HOLLOWAY	BOARD MEMBER (THROUGH 10/5/23)	8.00	Director	$0	$0	$0
MARY MACUKAS	BOARD MEMBER	8.00	Director	$0	$0	$0
DIANE MARTINEZ	BOARD MEMBER (THROUGH 01/23)	8.00	Director	$0	$0	$0
DAVID WILLIAM MCELROY	BOARD MEMBER	8.00	Director	$0	$0	$0
DOLORES OVERTON	BOARD MEMBER	8.00	Director	$0	$0	$0
JANET PACHECO-MORTON	BOARD MEMBER	8.00	Director	$0	$0	$0
TRICIA ROSENBURG	BOARD MEMBER	8.00	Director	$0	$0	$0
NANCY STEEDMAN	BOARD MEMBER (THROUGH 6/23/23)	8.00	Director	$0	$0	$0
BART STUCKY	BOARD MEMBER	8.00	Director	$0	$0	$0
PORTER SWENTZELL	BOARD MEMBER	8.00	Director	$0	$0	$0
KIM WALKER	BOARD MEMBER	8.00	Director	$0	$0	$0
JUSTIN TALBOT ZORN	BOARD MEMBER	8.00	Director	$0	$0	$0
MARCOS ZUBIA	BOARD MEMBER	8.00	Director	$0	$0	$0
CHRISTOPHER GOETT	PRESIDENT & CEO	40.00	Officer	$221,838	$24,107	$245,945
KEVIN SOKOL-WHITE	CFO (THROUGH 7/14/23)	40.00	Officer	$81,140	$15,227	$96,367
LESLIE SABIN	CFO	40.00	Officer	$110,519	$4,046	$114,565
SANDRA SESSION-ROBERTSON	VP FOR DEVELOPMENT	40.00	Officer	$103,700	$14,462	$118,162
JENNIPHER TRUJILLO VP FOR	PEOPLE & CULTURE (THROUGH 11/17/23)	40.00	Officer	$115,084	$19,642	$134,726
ANNMARIE MCLAUGHLIN	SR DIRECTOR OF COMMUNITY PROGRAMS	40.00	Highest	$103,119	$19,178	$122,297

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	$19,867,800	$15,739,004	$130,388,327	$4,128,796
2022	$32,102,537	$20,558,435	$115,131,135	$11,544,102
2021	$28,194,388	$15,991,902	$119,118,247	$12,202,486
2020	$26,179,829	$21,695,846	$107,508,749	$4,483,983
2019	$23,168,047	$14,243,380	$97,826,011	$8,924,667
2018	$28,295,436	$15,197,420	$78,053,484	$13,098,016

SANTA FE COMMUNITY FOUNDATION