Nonprofit · EIN 85-0331684
SANTA FE SYMPHONY ORCHESTRA & CHORUS INC
Tax-exempt · SANTA FE, NM 87504
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,533,190 | $2,563,046 | -$29,856 | $1,342,948 | $725,565 | $617,383 |
| June 30, 2024 | 990 | $1,811,381 | $1,722,293 | $89,088 | $924,689 | $333,202 | $591,487 |
| June 30, 2023 | 990 | $1,512,996 | $1,617,651 | -$104,655 | $834,669 | $332,270 | $502,399 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,723,215
- of which government grants
- $239,902
- Program service revenue
- $854,286
- Investment income
- $21,850
- Net income from fundraising events
- -$106,814
- Other revenue
- -$66,161
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $104,601
- Other salaries and wages
- $1,310,592
- Salaries, compensation and benefits (total)
- $1,579,864
- Professional fundraising fees
- $0
- Legal fees
- $33,721
- Occupancy
- $73,060
- Travel
- $22,240
- Depreciation
- $2,921
- Program services (functional)
- $1,999,879
- Management and general (functional)
- $288,783
- Fundraising (functional)
- $274,384
Balance sheet and other
- Total assets, start of year
- $924,689
- Total assets, end of year
- $1,342,948
- Total liabilities, end of year
- $725,565
- Net assets, end of year
- $617,383
- Land, buildings and equipment
- $8,023
- Net assets without donor restrictions
- $617,383
- Gross unrelated business income
- $40,112
- Gross receipts
- $2,640,004
- Employees
- 209
- Volunteers
- 50
- Year formed
- 1984
- State of legal domicile
- NM
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EMMA SCHERER | EXECUTIVE DI Officer | 40 | $103,493 | $1,108 |
| KIM FREDENBURGH | BOARD MEMBER Trustee or director | 1 | $9,287 | $0 |
| LAURA DWYER | BOARD MEMBER Trustee or director | 1 | $7,344 | $0 |
| LAURA CHANG | BOARD MEMBER Trustee or director | 1 | $6,303 | $0 |
| GLORIA VELASCO | BOARD MEMBER Trustee or director | 1 | $5,944 | $0 |
| EMILY ERB | BOARD MEMBER Trustee or director | 1 | $5,109 | $0 |
| REBECCA RAY | BOARD MEMBER Trustee or director | 1 | $4,795 | $0 |
| DR STEFANIE PRZYBYLSKA | BOARD MEMBER Trustee or director | 1 | $4,632 | $0 |
| PERRY ANDREWS III | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| MARY MACUKAS | VP- DEVELOPM Trustee or director, Officer | 2 | $0 | $0 |
| DR STEVEN GOLDSTEIN | VP- EDUCATIO Trustee or director, Officer | 2 | $0 | $0 |
| ROBERT VLADEM | VP- MARKETIN Trustee or director, Officer | 1 | $0 | $0 |
| JUSTIN MEDRANO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DAVID VAN WINKLE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| STEPHEN EASTWOOD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSE FIGUEROA | BOARD MEMBER Trustee or director | 1 | $0 |
| NAOMI ISRAEL | BOARD MEMBER Trustee or director | 1 | $0 |
| WILLIAM LANDSCHULZ | BOARD MEMBER Trustee or director | 1 | $0 |
| KATHY LANDSCHULZ | BOARD MEMBER Trustee or director | 1 | $0 |
| JEANETTE MILLER | BOARD MEMBER Trustee or director | 1 | $0 |
| IFAN PAYNE | BOARD MEMBER Trustee or director | 1 | $0 |
| TERESA PIERCE | BOARD MEMBER Trustee or director | 1 | $0 |
| LEE RAND | BOARD MEMBER Trustee or director | 1 | $0 |
| LAURI ROSSI | BOARD MEMBER Trustee or director | 1 | $0 |
| ROBIN SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| EVERETT ZLATOFF-MIRSKY | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EMMA SCHERER | EXECUTIVE DI Trustee or director | 40 | $89,461 | $8,241 |
| LAURA DWYER | DIRECTOR Trustee or director | 1 | $8,460 | $0 |
| KIM FREDENBURGH | DIRECTOR Trustee or director | 1 | $7,333 | $0 |
| REBECCA RAY | DIRECTOR Trustee or director | 1 | $5,636 | $0 |
| DR STEFANIE PRZYBYLSKA | DIRECTOR Trustee or director | 1 | $5,461 | $0 |
| GLORIA VELASCO | DIRECTOR Trustee or director | 1 | $4,613 | $0 |
| EMILY ERB | DIRECTOR Trustee or director | 1 | $4,492 | $0 |
| LAURA CHANG | DIRECTOR Trustee or director | 1 | $3,378 | $0 |
| PERRY C ANDREWS III | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DR STEVEN GOLDSTEIN | VP OF EDUCAT Trustee or director, Officer | 2 | $0 | $0 |
| MARY MACUKAS | VP OF DEVELO Trustee or director, Officer | 2 | $0 | $0 |
| JUSTIN MEDRANO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DAVID VAN WINKLE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KATE CARSWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANN DEDERER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSEPH FASEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSE PEPE FIGUEROA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM LANDSCHULZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEANNETTE BOO MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| IFAN PAYNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TERESA PIERCE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAURIE ROSSI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICK VAUGHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EVERETTT ZLATOFF-MIRSKY | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EMMA SCHERER | EXECUTIVE DI Trustee or director | 40 | $83,766 | $7,836 |
| DR STEFANIE PRZYBYLSKA | DIRECTOR Trustee or director | 1 | $8,454 | $0 |
| LAURA CHANG | DIRECTOR Trustee or director | 1 | $6,276 | $0 |
| GLORIA VELASCO | DIRECTOR Trustee or director | 1 | $5,444 | $0 |
| LAURA DWYER | DIRECTOR Trustee or director | 1 | $5,414 | $0 |
| ANNE EISFELLER | DIRECTOR Trustee or director | 1 | $5,361 | $0 |
| EMILY ERB | DIRECTOR Trustee or director | 1 | $4,623 | $0 |
| REBECCA RAY | DIRECTOR Trustee or director | 1 | $4,590 | $0 |
| PERRY C ANDREWS III | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DR PENELOPE PENLAND EDD | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| STEVEN GOLDSTEIN MD | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JUSTIN MEDRANO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPH FASEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSE FIGUEROA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARY LUTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY MACUKAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEANNETTE BOO MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TERESA M PIERCE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAURIE ROSSI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID VAN WINKLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICK VAUGHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EVERETT ZLATOFF-MIRSKY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| IFAN PAYNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANN DEDERER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATE CARSWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 9692, SANTA FE, NM 87504-9692
- Principal officer (990 for 2024)
- EMMA SCHERER, 301 GRIFFIN STREET, SANTA FE, NM 87501
- Signed the 990
- EMMA SCHERER, EXECUTIVE DIRECTOR
- Phone
- (505) 983-3530
- Website
- WWW.SANTAFESYMPHONY.ORG
- Return prepared by
- HINKLE LANDERS PC
Mission
WE INSPIRE, DELIGHT, AND ENGAGE AUDIENCES OF ALL AGES AND CULTURES IN OUR REGION BY OFFERING ORCHESTRAL AND CHORAL CONCERTS OF THE HIGHEST QUALITY, AS WELL AS TRANSFORMATIVE EDUCATION AND COMMUNITY PROGRAMS.
Program accomplishments
- PERFORMING PROFESSIONAL ORCHESTRAL AND CHORAL CONCERTS FOR THE GENERAL PUBLIC. 17 PERFORMANCES WERE PERFORMED WITH 7,500 IN ATTENDANCE.Expenses $1,999,879 · revenue $854,286
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 85-0331684
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,342,948
- Income (IRS master file)
- $2,640,004
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,533,190 | $2,563,046 | $1,342,948 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $1,811,381 | $1,722,293 | $924,689 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $1,512,996 | $1,617,651 | $834,669 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $1,640,737 | $1,645,386 | $739,232 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-0331684).
Questions about SANTA FE SYMPHONY ORCHESTRA & CHORUS INC
- What is the EIN of SANTA FE SYMPHONY ORCHESTRA & CHORUS INC?
- The employer identification number (EIN) of SANTA FE SYMPHONY ORCHESTRA & CHORUS INC is 85-0331684.
- Is SANTA FE SYMPHONY ORCHESTRA & CHORUS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to SANTA FE SYMPHONY ORCHESTRA & CHORUS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA FE SYMPHONY ORCHESTRA & CHORUS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SANTA FE SYMPHONY ORCHESTRA & CHORUS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SANTA FE SYMPHONY ORCHESTRA & CHORUS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SANTA FE SYMPHONY ORCHESTRA & CHORUS INC?
- The 990 for the year ended June 30, 2025 names EMMA SCHERER.
- Who are the officers and directors of SANTA FE SYMPHONY ORCHESTRA & CHORUS INC?
- The 990 for the year ended June 30, 2025 lists 26 people; 8 received compensation from the organization, the highest $103,493 (EMMA SCHERER, EXECUTIVE DI).
- How much revenue does SANTA FE SYMPHONY ORCHESTRA & CHORUS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,533,190, expenses of $2,563,046 and total assets of $1,342,948 at year end.
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