THE SPANISH COLONIAL ARTS SOCIETY (EIN 856011544) - 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

1925

Legal Domicile

Principal Officer

JENNIFER BERKLEY

Phone

5059822226

Tax Period

2023-01-01 to 2023-12-31

THE SPANISH COLONIAL ARTS SOCIETY, founded in 1925, is a small nonprofit in the Arts, Culture & Humanities sector that reported $882K in total revenue in fiscal year 2023. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $377K, a strong 43% operating margin.

Mission

THE MISSION OF THE SPANISH COLONIAL ARTS SOCIETY IS TO PRESERVE THE CULTURAL HERITAGE OF HISPANIC NEW MEXICO AND ITS LIVING TRADITIONS.

🔒

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 $786,425

Program Service Revenue $61,440

Investment Income $31,487

Other Revenue $2,277

TOTAL REVENUE $881,629

Expense Breakdown

Grants Paid $0

Salaries & Benefits $225,382

Fundraising Expenses $107,943

Program Expenses $325,904

Other Expenses $279,022

TOTAL EXPENSES $504,404

Year-over-Year Comparison

	2023	2022	Change
Revenue	$881,629	$492,020	+0.8%
Expenses	$504,404	$619,135	-0.2%
Net Income	$377,225	$-127,115	-4.0%

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

$86,485

Total Directors

$1,337

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID CARTWRIGHT	CHAIR	5.00	Officer Director	$0	$0	$0
SCOTT MALOUF	FORMER CHAIR	5.00	Officer Director	$0	$0	$0
ROBERT COFFLAND	TREASURER	5.00	Officer Director	$0	$0	$0
DONNA PIERCE	SECRETARY	5.00	Officer Director	$0	$0	$0
AUDRA BELLMORE	DIRECTOR	1.00	Director	$0	$0	$0
JAN DUGGAN	DIRECTOR	1.00	Director	$0	$0	$0
JOEL GOLDFRANK	DIRECTOR	1.00	Director	$0	$0	$0
VICTOR GOLER	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH LOBATO	DIRECTOR	1.00	Director	$0	$0	$0
ARASELY RIOS	DIRECTOR	1.00	Director	$0	$0	$0
BARRETT MARKLAND	DIRECTOR	1.00	Director	$0	$0	$0
DAVID VALDO	DIRECTOR	1.00	Director	$0	$0	$0
ROSA CARLSON	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE FERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN GRAHAM	DIRECTOR	1.00	Director	$1,337	$0	$1,337
JENNIFER BERKLEY	EXECUTIVE DI	40.00	Officer	$86,485	$0	$86,485

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	$881,629	$504,404	$3,421,450	$377,225
2022	$492,020	$619,135	$2,797,674	$-127,115
2021	$778,244	$483,491	$2,948,157	$294,753
2020	$231,095	$502,443	$2,720,410	$-271,348
2019	$839,654	$1,225,917	$2,938,017	$-386,263
2018	$772,688	$1,237,980	$3,546,163	$-465,292

THE SPANISH COLONIAL ARTS SOCIETY