FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA & CHORUS INC (EIN 850478786) - 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

2000

Legal Domicile

Principal Officer

ROBIN SMITH

Phone

5059833530

Tax Period

2023-07-01 to 2024-06-30

FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA & CHORUS INC, founded in 2000, is a small nonprofit that reported $256K in total revenue in fiscal year 2023. Revenue surged 782% from the prior year, signaling strong growth momentum. The organization ran a surplus of $90K, a strong 35% operating margin.

Mission

TO SUPPORT AND PROMOTE THE EFFORTS OF THE SANTA FE SYMPHONY ORCHESTRA & CHORUS INC.

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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 $74,978

Program Service Revenue $0

Investment Income $180,646

Other Revenue $0

TOTAL REVENUE $255,624

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,054

Program Expenses $146,083

Other Expenses $165,693

TOTAL EXPENSES $165,693

Year-over-Year Comparison

	2023	2022	Change
Revenue	$255,624	$28,972	+7.8%
Expenses	$165,693	$173,602	0.0%
Net Income	$89,931	$-144,630	-1.6%

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

N/A

Volunteers

N/A

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

$97,702

Total Directors

$97,702

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBIN SMITH	PRESIDENT	2.00	Officer Director	$0	$0	$0
EILEEN MANDEL	SECRETARY/TR	2.00	Officer Director	$0	$0	$0
ANN NEUBERGER ACEVES	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DAWSON	DIRECTOR	1.00	Director	$0	$0	$0
MARION SKUBI	DIRECTOR	1.00	Director	$0	$0	$0
PERRY C ANDREWS III	EX-OFFICIO	1.00	Director	$0	$0	$0
TERESA M PIERCE	EX-OFFICIO	1.00	Director	$0	$0	$0
EMMA SCHERER	EXECUTIVE DI	1.00	Officer Director	$0	$8,241	$97,702

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	$255,624	$165,693	$3,197,272	$89,931
2023	$28,972	$173,602	$2,935,401	$-144,630
2022	$650,667	$175,781	$2,822,575	$474,886
2021	$382,628	$319,149	$3,293,724	$63,479
2020	$94,437	$249,210	$2,902,457	$-154,773
2019	$571,847	$362,249	$2,996,079	$209,598
2018	$101,145	$139,894	$2,736,831	$-38,749

FOUNDATION FOR THE SANTA FE SYMPHONY ORCHESTRA & CHORUS INC