SANTA FE WINE & CHILE FIESTA (EIN 850418036) - 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

1991

Legal Domicile

Principal Officer

JANE WINTER

Phone

5054388060

Tax Period

2023-01-01 to 2023-12-31

SANTA FE WINE & CHILE FIESTA, founded in 1991, is a community nonprofit in the Human Services sector that reported $1.4M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $1.3M left a modest 8% surplus.

Mission

THE ORGANIZATION WAS FORMED FOR THE PROMOTION AND EDUCATION OF SANTA FE RESTAURANTS AND LOCAL WINE; SUPPORT FOOD, WINE AND SERVICE EDUCATION OF SANTA FE RESTAURANT STAFF; AND FOOD EDUCATION OF LOCAL SCHOOL CHILDREN RELATED TO HEALTHY FOOD PREPARATION, NOURISHMENT, ETC.

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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 $423,166

Program Service Revenue $978,036

Investment Income $4,087

Other Revenue $23,104

TOTAL REVENUE $1,428,393

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $296,581

Fundraising Expenses $0

Program Expenses $1,222,167

Other Expenses $986,632

TOTAL EXPENSES $1,308,213

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,428,393	$1,267,118	+0.1%
Expenses	$1,308,213	$1,122,177	+0.2%
Net Income	$120,180	$144,941	-0.2%

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

$125,028

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY HALLAHAN	EXECUTIVE DI	40.00	Officer	$125,028	$0	$125,028
JANE WINTER	PRESIDENT	2.00	Officer Director	$0	$0	$0
RIK BLYTH	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MARGARET MAYER	SECRETARY	2.00	Officer Director	$0	$0	$0
RANDY RANDALL	TREASURER	2.00	Officer Director	$0	$0	$0
AL LUCERO	FOUNDING MEM	2.00	Director	$0	$0	$0
BARBARA STRANGE	DIRECTOR	2.00	Director	$0	$0	$0
CRICKET HEISS	DIRECTOR	2.00	Director	$0	$0	$0
DAVID CARR	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW JARAMILLO	DIRECTOR	2.00	Director	$0	$0	$0
FERNANDO OLEA	DIRECTOR	2.00	Director	$0	$0	$0
HAL LEONARD	DIRECTOR	2.00	Director	$0	$0	$0
JP QUATTRONE	DIRECTOR	2.00	Director	$0	$0	$0
KATHERINE MILLER	DIRECTOR	2.00	Director	$0	$0	$0
MARLA THOMPSON	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL TRUJILLO	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN CURTIS	DIRECTOR	2.00	Director	$0	$0	$0
TOM KERPON	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
2024	No data	No data	No data	No data
2023	$1,428,393	$1,308,213	$1,382,041	$120,180
2022	$1,267,118	$1,122,177	$1,278,787	$144,941
2021	$1,101,524	$895,173	$1,127,817	$206,351
2020	$255,170	$376,741	$990,907	$-121,571
2019	$1,043,778	$983,195	$1,044,921	$60,583
2018	$1,047,368	$873,163	$1,081,577	$174,205

SANTA FE WINE & CHILE FIESTA