Santa Fe Youth Symphony Incorporated (EIN 850436819) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

Callie OBuckley

Phone

5054673770

Tax Period

2023-07-01 to 2024-06-30

Santa Fe Youth Symphony Incorporated, founded in 1994, is a small nonprofit that reported $381K in total revenue in fiscal year 2023.

Mission

To inspire and engage the youth of Northern New Mexico's multicultural communities through excellent music education, the guidance of music professionals, and performance opportunities from small ensemble to full orchestra in Jazz, Mariachi and Orchestra.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $147,753

Program Service Revenue $215,245

Investment Income $0

Other Revenue $18,399

TOTAL REVENUE $381,397

Expense Breakdown

Grants Paid $33,135

Salaries & Benefits $253,285

Fundraising Expenses $26,461

Program Expenses $263,926

Other Expenses $124,401

TOTAL EXPENSES $410,821

Year-over-Year Comparison

	2023	2022	Change
Revenue	$381,397	$361,487	+0.1%
Expenses	$410,821	$406,517	+0.0%
Net Income	$-29,424	$-45,030	-0.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$71,951

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Callie OBuckley	Executive Dir.	40.00	Officer	$69,855	$2,096	$71,951
Lissa Garcia Lucht	Chair	3.00	Officer Director	$0	$0	$0
Kathie Shultz	Vice Chair	2.00	Officer Director	$0	$0	$0
Lisa Adkins	Treasurer	1.50	Officer Director	$0	$0	$0
Susan Steffy	Secretary	1.50	Officer Director	$0	$0	$0
Lee Rand	Director	1.50	Director	$0	$0	$0
Don O'Sullivan	Director	1.50	Director	$0	$0	$0
David Rogers	Director	1.50	Director	$0	$0	$0
Kirstin Smith	Director	1.50	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	$381,397	$410,821	$70,073	$-29,424
2023	$361,487	$406,517	$95,572	$-45,030
2022	$349,001	$363,253	$135,571	$-14,252
2021	$296,473	$318,894	$188,408	$-22,421
2020	$294,271	$378,316	$206,083	$-84,045
2019	$376,352	$446,467	$215,914	$-70,115
2018	$253,338	$356,353	$282,245	$-103,015

Santa Fe Youth Symphony Incorporated