THE SANTA FE SYMPHONY ORCHESTRA & CHORUS INC (EIN 850331684) - 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

1984

Legal Domicile

Principal Officer

EMMA SCHERER

Phone

5059833530

Tax Period

2024-07-01 to 2025-06-30

THE SANTA FE SYMPHONY ORCHESTRA & CHORUS INC, founded in 1984, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum.

Mission

TO BE A YEAR-ROUND REGIONAL CULTURAL RESOURCE, ENGAGING, INSPIRING, AND ENRICHING AUDIENCES OF ALL AGES AND CULTURES BY OFFERING PERFORMANCES OF THE HIGHEST PROFESSIONAL QUALITY.

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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 $1,723,215

Program Service Revenue $854,286

Investment Income $21,850

Other Revenue $-66,161

TOTAL REVENUE $2,533,190

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,579,864

Fundraising Expenses $274,384

Program Expenses $1,999,879

Other Expenses $983,182

TOTAL EXPENSES $2,563,046

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,533,190	$1,811,381	+0.4%
Expenses	$2,563,046	$1,722,293	+0.5%
Net Income	$-29,856	$89,088	-1.3%

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

209

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

$104,601

Total Directors

$43,414

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMMA SCHERER	EXECUTIVE DI	40.00	Officer	$103,493	$1,108	$104,601
PERRY ANDREWS III	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARY MACUKAS	VP- DEVELOPM	2.00	Officer Director	$0	$0	$0
DR STEVEN GOLDSTEIN	VP- EDUCATIO	2.00	Officer Director	$0	$0	$0
ROBERT VLADEM	VP- MARKETIN	1.00	Officer Director	$0	$0	$0
JUSTIN MEDRANO	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID VAN WINKLE	TREASURER	1.00	Officer Director	$0	$0	$0
LAURA CHANG	BOARD MEMBER	1.00	Director	$6,303	$0	$6,303
LAURA DWYER	BOARD MEMBER	1.00	Director	$7,344	$0	$7,344
STEPHEN EASTWOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY ERB	BOARD MEMBER	1.00	Director	$5,109	$0	$5,109
JOSE FIGUEROA	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM FREDENBURGH	BOARD MEMBER	1.00	Director	$9,287	$0	$9,287
NAOMI ISRAEL	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM LANDSCHULZ	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY LANDSCHULZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JEANETTE MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
IFAN PAYNE	BOARD MEMBER	1.00	Director	$0	$0	$0
TERESA PIERCE	BOARD MEMBER	1.00	Director	$0	$0	$0
DR STEFANIE PRZYBYLSKA	BOARD MEMBER	1.00	Director	$4,632	$0	$4,632
LEE RAND	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA RAY	BOARD MEMBER	1.00	Director	$4,795	$0	$4,795
LAURI ROSSI	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBIN SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
GLORIA VELASCO	BOARD MEMBER	1.00	Director	$5,944	$0	$5,944
EVERETT ZLATOFF-MIRSKY	BOARD MEMBER	1.00	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	$2,533,190	$2,563,046	$1,342,948	$-29,856
2024	$1,811,381	$1,722,293	$924,689	$89,088
2023	$1,512,996	$1,617,651	$834,669	$-104,655
2022	$1,640,737	$1,645,386	$739,232	$-4,649
2021	$1,681,988	$1,253,773	$1,008,927	$428,215
2020	$1,448,384	$1,406,211	$462,346	$42,173
2019	$1,484,973	$1,468,640	$484,498	$16,333
2018	$1,336,112	$1,296,602	$307,041	$39,510

THE SANTA FE SYMPHONY ORCHESTRA & CHORUS INC