2026-01-27T18:52:20-06:00 2025-10-31 390859910 BAKER TILLY ADVISORY GROUP LP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2024-11-01 850224461 SANTA FE CHAMBER MUSIC FESTIVAL LTD SANT 5059832075 PO BOX 2227 SANTA FE NM 875042227 VALERIE GUY EXECUTIVE DIRECTOR 5059832075 2026-01-23 1 1 STEVEN TALBOT P01695427 5058787200 2026-01-23 2024 2025-03-06 01:10:19Z VALERIE GUY PO BOX 2227 SANTA FE NM 875042227 3329806 0 X WWW.SFCMF.ORG X 1972 NM THE ADVANCEMENT OF THE ART OF MUSIC. 37 37 21 71 0 0 2275885 2344762 747413 764219 45164 59099 -61587 -23898 3006875 3144182 0 0 0 0 1136339 1327480 0 0 531541 1922847 1789385 3059186 3116865 -52311 27317 1004449 1296181 411357 675772 593092 620409 THE ADVANCEMENT OF THE ART OF MUSIC. 0 0 2064940 764219 SUMMER MUSIC FESTIVAL: THE SANTA FE CHAMBER MUSIC FESTIVAL BRINGS TOGETHER THE WORLD'S FINEST MUSICIANS TO PERFORM CHAMBER MUSIC IN ALL ITS FORMS; BUILDS A BROAD AND KNOWLEDGEABLE AUDIENCE OF ALL AGES; AND ENHANCES THE CULTURAL ENVIRONMENT OF SANTA FE AND NEW MEXICO. THE SUMMER FESTIVAL IS HELD FOR SIX WEEKS EACH SUMMER. THE 2025 SEASON PROVIDED 39 CONCERT PRODUCTIONS IN SANTA FE. WORLD-CLASS PROFESSIONAL MUSICIANS FROM AROUND THE GLOBE PLAYED FOR AUDIENCES VISITNG SANTA FE FROM AROUND THE COUNTRY. 152291 EDUCATION & OUTREACH: THE FESTIVAL PROVIDES ENRICHMENT PROGRAMS FOR CHILDREN, YOUTH AND ADULTS IN SANTA FE AND NORTHERN NEW MEXICO. THROUGH THE "MUSIC IN OUR SCHOOLS," "STRINGS IN OUR SCHOOLS," "GUITARS IN OUR SCHOOLS AND "DREAM BIG" PROGRAMS, THE EDUCATION COMPONENT OF THE FESTIVAL'S PROGRAMMING INTRODUCES YOUNG AUDIENCES TO WORLD CLASS CHAMBER MUSIC AND ENABLES STUDENTS TO STUDY VIOLIN AND GUITAR WITH PROFESSIONAL INSTRUCTORS. 2217231 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 209 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 37 37 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 NM X X JANE BAGWELL 5059832075 208 GRIFFIN STREET SANTA FE NM 87501 BEN ALLISON PRESIDENT 1.00 X X 0 0 0 MICHAEL HINDUS VICE PRESIDENT 1.00 1.00 X X 0 0 0 ROBERT CLARKE TREASURER 1.00 1.00 X X 0 0 0 CAROLE BROWN SECRETARY 1.00 X X 0 0 0 ANNA-MARIE BACA TRUSTEE 1.00 X 0 0 0 BRETT BACHMAN TRUSTEE 1.00 1.00 X 0 0 0 BARBARA BALSER TRUSTEE 1.00 X 0 0 0 BETH BELOFF TRUSTEE 1.00 X 0 0 0 RICHARD BENTLEY TRUSTEE (THROUGH JUNE 2025) 1.00 X 0 0 0 JOHN BERGHOFF TRUSTEE 1.00 X 0 0 0 NEIL BERMAN TRUSTEE 1.00 X 0 0 0 DOUGLAS BROWN TRUSTEE 1.00 X 0 0 0 ELISBETH CHALLENER TRUSTEE 1.00 X 0 0 0 RALPH CRAVISO TRUSTEE 1.00 X 0 0 0 DOUGLAS DWORKIN TRUSTEE 1.00 X 0 0 0 ANDREW EISEMAN TRUSTEE 1.00 X 0 0 0 MICHAEL EVERETT TRUSTEE 1.00 1.00 X 0 0 0 DAVID FRANK TRUSTEE 1.00 X 0 0 0 PETER FRANK TRUSTEE 1.00 X 0 0 0 JULANNA GILBERT TRUSTEE 1.00 X 0 0 0 DIANE GROB TRUSTEE 1.00 X 0 0 0 JEREMY GUIBERTEAU TRUSTEE 1.00 X 0 0 0 JOHN HART TRUSTEE 1.00 X 0 0 0 ROBERT HULL TRUSTEE 1.00 X 0 0 0 HERVEY JURIS TRUSTEE 1.00 X 0 0 0 PAUL KING TRUSTEE 1.00 1.00 X 0 0 0 RONALD LUSHING TRUSTEE 1.00 X 0 0 0 JANI LEUSCHEL TRUSTEE 1.00 X 0 0 0 ELLEN MARDER TRUSTEE 1.00 X 0 0 0 KENNETH MARVEL TRUSTEE 1.00 1.00 X 0 0 0 ELIZABETH MCGOWN TRUSTEE 1.00 X 0 0 0 DAVID MUCK TRUSTEE 1.00 X 0 0 0 JAY OPPENHEIMER TRUSTEE 1.00 X 0 0 0 BARRY RAMO TRUSTEE 1.00 X 0 0 0 HERMAN SIEGELAAR TRUSTEE 1.00 1.00 X 0 0 0 BESSIE SIMPSON HANAHAN TRUSTEE 1.00 X 0 0 0 NAT SLOANE TRUSTEE 1.00 1.00 X 0 0 0 LOUISA STUDE SAROFIM TRUSTEE 1.00 X 0 0 0 MARC NEIKRUG ARTISTIC DIRECTOR 40.00 X 210000 0 15300 JANE BAGWELL CONTROLLER/CFO 40.00 4.00 X 67591 0 2028 JAMES GRIFFITH EXECUTIVE DIRECTOR (THRU 10/31/25) 40.00 1.00 X 66786 0 0 ELIZABETH DERRINGER DEVELOPMENT DIRECTOR 40.00 X 141526 0 13246 VALERIE GUY DIRECTOR OF ARTISTIC ADMINISTRATION 40.00 X 102908 0 16249 588811 0 46823 3 0 1 0 0 317100 838206 35000 1154456 24588 2344762 TICKET SALES-CONCERTS 711300 764219 764219 764219 58508 58508 24588 23997 591 591 591 119050 317100 161627 -42577 -42577 PROGRAM AD SALES 900099 17000 17000 1679 1679 18679 3144182 764219 0 35201 X 564754 342869 99489 122396 608409 364879 113277 130253 10004 6074 1762 2168 59485 36114 10479 12892 84828 51500 14944 18384 15267 15267 32346 32346 1032592 1018304 13835 453 272912 242191 30721 67608 34395 14672 18541 22612 16959 2261 3392 103395 82715 10340 10340 1344 1344 22299 22299 6251 6251 12193 9755 1219 1219 22952 11476 8033 3443 DEVELOPMENT EXPENSES 177339 177339 DUES AND SUBSCRIPTIONS 275 275 3116865 2217231 368093 531541 123941 136896 279417 359143 146789 46958 73735 47202 197389 119446 80136 77943 300431 628039 1004449 1296181 54514 38025 135312 143685 150000 148057 71531 346005 411357 675772 X 166256 343573 426836 276836 593092 620409 1004449 1296181 27317 0 X 0 1 X 1 0 X 2056409 2068933 2557964 2275885 2344762 11303953 488380 623811 726350 747413 764219 3350173 35610 69450 115509 58760 119050 398379 2580399 2762194 3399823 3082058 3228031 15052505 685256 1400625 1788496 1453964 1671848 7000189 0 685256 1400625 1788496 1453964 1671848 7000189 8052316 204250 3561 9521 45389 58508 321229 204250 3561 9521 45389 58508 321229 200 6890 40115 18679 65884 2784649 2765955 3416234 3167562 3305218 15439618 0.52150 0.53960 0.02080 0.01910 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANOUS INCOME - 2021 AMOUNT: $ 200. 2022 AMOUNT: $ 6,890. 2023 AMOUNT: $ 17,615. 2024 AMOUNT: $ 1,679. PROGRAM AD SALES - 2023 AMOUNT: $ 22,500. 2024 AMOUNT: $ 17,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 197389 119446 77943 77943 DUE FROM SANTA FE MUSIC CHAMBER MUSIC FESTIVAL ENDOWMENT FOUNDATION 290693 RIGHT-OF-USE-ASSETS 337346 628039 OTHER LIABILITIES 1430 LEASE LIABILITIES 344575 346005 X PART X, LINE 2: THE FESTIVAL AND THE FOUNDATION ARE NONPROFIT CHARITABLE ORGANIZATIONS AND HAVE BEEN RECOGNIZED AS TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FESTIVAL AND THE FOUNDATION HAVE ADOPTED ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, AS THEY RELATE TO UNCERTAIN TAX POSITIONS, AND HAS EVALUATED THEIR TAX POSITIONS TAKEN FOR OPEN TAX YEARS. MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE FESTIVAL AND THE FOUNDATION ARE WITHIN THEIR TAX-EXEMPT PURPOSES, AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS. 2025 GALA 436150 317100 119050 13971 73767 6500 67389 436150 317100 119050 13971 73767 6500 67389 161627 -42577 X X X 0 0 0 0 0 0 0 0 0 MARC NEIKRUG ARTISTIC DIRECTOR 210000 0 0 0 0 0 6300 0 9000 0 225300 0 0 0 ELIZABETH DERRINGER DEVELOPMENT DIRECTOR 141526 0 0 0 0 0 4246 0 9000 0 154772 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ELISBETH CHALLENER, TRUSTEE, AND BRETT BACHMAN, TRUSTEE, FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B BECAUSE OF THE IMPORTANCE OF CONFIDENTIALITY EXPRESSED BY MANY OF OUR DONORS, FIRST THE AUDIT COMMITTEE AND THEN THE FULL BOARD REVIEW THE FORM 990 WITH THE NAMES OF DONORS AND DONATION AMOUNTS REDACTED, BUT WITH THE ASSURANCE THAT THE INFORMATION IS AVAILABLE TO ANY MEMBERS OF EITHER BODY FROM THE EXECUTIVE DIRECTOR OF THE FESTIVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY STATED IN BOTH THE BY-LAWS AND EMPLOYEE HANDBOOK. EACH YEAR, ALL STAFF AND MEMBERS OF THE BOARD OF TRUSTEES AND ADVISORY COUNCIL ARE GIVEN A CONFLICT OF INTEREST FORM TO FILL OUT AND RETURN. IF THERE IS A POTENTIAL CONFLICT, THE PERSON WITH THE CONFLICT DOES NOT PARTICIPATE IN THE DELIBERATIONS OR VOTE ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15A WHENEVER THERE IS A CHANGE IN THE TERMS OR RENEWAL OF THE ARTISTIC OR EXECUTIVE DIRECTORS' CONTRACTS, THE PRESIDENT OF THE BOARD APPOINTS A COMPENSATION COMMITTEE OF BOARD MEMBERS TO NEGOTIATE THE NEW AGREEMENT. THE COMMITTEE USES COMPENSATION DATA FROM OTHER PERFORMING ARTS ORGANIZATIONS AND LOCAL NONPROFITS DURING THE REVIEW PROCESS. THE MOST RECENT COMPENSATION REVIEW TOOK PLACE IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ARTISTIC DEPARTMENT: PROGRAM SERVICE EXPENSES 865,560. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 865,560. EDUCATION AND OUTREACH: PROGRAM SERVICE EXPENSES 152,291. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 152,291. PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 453. MANAGEMENT AND GENERAL EXPENSES 453. FUNDRAISING EXPENSES 453. TOTAL EXPENSES 1,359. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,725. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,725. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,657. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,657. SANTA FE CHAMBER MUSIC FESTIVAL ENDOWMENT FOUNDATION 208 GRIFFIN STREET SANTA FE NM 87501 850395451 SUPPORT OF EXEMPT ORGANIZATION NM 501(C)(3) LINE 12A, I SANTA FE CHAMBER MUSIC FESTIVAL LTD 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 SANTA FE CHAMBER MUSIC ENDOWMENT FOUNDATION C 838206 FMV SANTA FE CHAMBER MUSIC ENDOWMENT FOUNDATION Q 116392 FMV