Form 990 for tax year 2023
Filed by SANTA FE SYMPHONY ORCHESTRA & CHORUS INC.
Totals
- Total revenue
- $1,811,381
- Total expenses
- $1,722,293
- Contributions and grants received
- $1,340,957
- Grants paid
- $0
- Program service revenue
- $568,025
- Investment income
- $275
- Other revenue
- -$97,876
- Total assets, end of year
- $924,689
- Total liabilities, end of year
- $333,202
- Net assets or fund balances, end of year
- $591,487
- Program services expenses (Part IX)
- $1,266,084
- Management and general expenses
- $262,746
- Fundraising expenses
- $193,463
- Program service expenses (Part III)
- $1,266,084
Program services were 73.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$308,065
-
1e · Government grants (contributions)
$57,786
-
1f · All other contributions, gifts and grants
$975,106
-
2a · Program service revenue: ADMISSIONS AND PERFORMANCES
total $516,941 · related or exempt $516,941
-
2b · Program service revenue: SPECIAL PERFORMANCES
total $48,212 · related or exempt $48,212
-
2c · Program service revenue: EDUCATIONAL SERVICES
total $2,872 · related or exempt $2,872
-
3 · Investment income
total $275 · excluded $275
-
8a · Fundraising events: contributions included on line 1c
$308,065
-
8b · Fundraising events: direct expenses
$105,357
-
8c · Net income from fundraising events
total -$105,357 · excluded -$105,357
-
11a · Other revenue: 40TH SEASON PROGRAM BOOK ADS
total $7,481 · unrelated business $7,481
-
11e · Other revenue, total
$7,481
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $89,461 · program services $42,047 · management and general $17,892 · fundraising $29,522
-
7 · Other salaries and wages
total $927,553 · program services $771,824 · management and general $57,038 · fundraising $98,691
-
9 · Other employee benefits
total $29,569 · program services $22,504 · management and general $3,180 · fundraising $3,885
-
10 · Payroll taxes
total $76,011 · program services $59,289 · management and general $7,601 · fundraising $9,121
-
11c · Fees: accounting
total $41,402 · management and general $41,402
-
11g · Fees: other
total $609 · management and general $609
-
12 · Advertising and promotion
total $102,085 · program services $102,085
-
13 · Office expenses
total $36,728 · program services $14,289 · management and general $19,952 · fundraising $2,487
-
16 · Occupancy
total $55,515 · management and general $55,515
-
17 · Travel
total $20,244 · program services $20,114 · management and general $130
-
22 · Depreciation, depletion and amortization
total $10,593 · program services $5,297 · management and general $5,296
-
23 · Insurance
total $26,490 · management and general $26,490
-
24a · Other expenses: PERFORMANCE SPACE
total $95,336 · program services $95,336
-
24b · Other expenses: DIRECT CONCERT
total $57,060 · program services $56,957 · management and general $103
-
24c · Other expenses: DEVELOPMENT
total $49,757 · fundraising $49,757
-
24d · Other expenses: PROG BOOK-PROGRAM RELATED
total $27,428 · program services $27,428
-
24e · All other expenses
total $76,452 · program services $48,914 · management and general $27,538
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $398,173 · end of year $153,611
-
2 · Savings and temporary cash investments
beginning of year $271,531 · end of year $545,673
-
4 · Accounts receivable
beginning of year $79,637 · end of year $154,689
-
9 · Prepaid expenses and deferred charges
beginning of year $17,244 · end of year $63,294
-
10a · Land, buildings and equipment: cost or other basis
$105,896
-
10b · Land, buildings and equipment: accumulated depreciation
$98,474
-
10c · Land, buildings and equipment, net
beginning of year $66,451 · end of year $7,422
-
14 · Intangible assets
beginning of year $1,633
-
17 · Accounts payable and accrued expenses
beginning of year $68,217 · end of year $110,062
-
19 · Deferred revenue
beginning of year $203,162 · end of year $223,140
-
25 · Other liabilities
beginning of year $60,891
-
27 · Net assets without donor restrictions
beginning of year $502,399 · end of year $591,487
Mission and programs · 2023
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.
-
PERFORMING PROFESSIONAL ORCHESTRAL AND CHORAL CONCERTS FOR THE GENERAL PUBLIC. SIXTEEN PERFORMANCES WERE PERFORMED WITH 10,425 IN ATTENDANCE.
Expenses $1,266,084 · Revenue $565,153
As filed on the 2023 return.
Listed in Part VII
-
Perry C Andrews IIIPERRY C ANDREWS III
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Dr Steven GoldsteinDR STEVEN GOLDSTEIN
VP OF EDUCAT
- Total calculated
- $0
- Hours/week
- 2
-
Mary MacukasMARY MACUKAS
VP OF DEVELO
- Total calculated
- $0
- Hours/week
- 2
-
Justin MedranoJUSTIN MEDRANO
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
David Van WinkleDAVID VAN WINKLE
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Kate CarswellKATE CARSWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Laura ChangLAURA CHANG
DIRECTOR
- Total calculated
- $3,378
- From this org
- $3,378
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Ann DedererANN DEDERER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Laura DwyerLAURA DWYER
DIRECTOR
- Total calculated
- $8,460
- From this org
- $8,460
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Emily ErbEMILY ERB
DIRECTOR
- Total calculated
- $4,492
- From this org
- $4,492
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Joseph FaselJOSEPH FASEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jose Pepe FigueroaJOSE PEPE FIGUEROA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kim FredenburghKIM FREDENBURGH
DIRECTOR
- Total calculated
- $7,333
- From this org
- $7,333
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
William LandschulzWILLIAM LANDSCHULZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeannette Boo MillerJEANNETTE BOO MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ifan PayneIFAN PAYNE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Teresa PierceTERESA PIERCE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Stefanie PrzybylskaDR STEFANIE PRZYBYLSKA
DIRECTOR
- Total calculated
- $5,461
- From this org
- $5,461
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Rebecca RayREBECCA RAY
DIRECTOR
- Total calculated
- $5,636
- From this org
- $5,636
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Laurie RossiLAURIE ROSSI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rick VaughanRICK VAUGHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Everettt Zlatoff-MirskyEVERETTT ZLATOFF-MIRSKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gloria VelascoGLORIA VELASCO
DIRECTOR
- Total calculated
- $4,613
- From this org
- $4,613
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Emma SchererEMMA SCHERER
EXECUTIVE DI
- Total calculated
- $97,702
- From this org
- $89,461
- From related orgs
- $0
- Other
- $8,241
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
FDN FOR THE SANTA FE SYMPHONY ORCH
501C3 · SUPPORT · NM
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 25 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500589349300610
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