Old Santa Fe Association Inc

Nonprofit profile at a glance

EIN
850195685
IRS 990 coverage
2022–2025
Forms available
Form 990 2025, Form 990-N 2020
Location
Santa Fe, NM, USA
Phone
5056036940
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities

Official website

Reported finances

Revenue
$99,191
Expenses
$214,062
Assets
$670,144
Liabilities
$3,738

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

16 people listed

Executive titles in this filing

  • RANDALL BELL (PRESIDENT)

Highest reported compensation

  • EDWARD ARCHULETA (DIRECTOR - O): $35,000 total reported compensation
  • MARGARET HERMANN (DIRECTOR - A): $18,959 total reported compensation
  • ADAM FULTON JOHNSON (EXEC DIR - P): $15,208 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of the old santa fe association is to preserve the priceless heritage, historical structures, traditions, cultural assets, and environment that distinguish the city and county of santa fe.

What it reported doing in 2025

Old santa fe association engaged in a variety of organizational capacity building, history education, community service, and preservation advocacy during 2025. These activities include: guide writing and publication of adobe town "work with author, john bienvenue, on copy, illustrations, and format "research/obtain photographs from New Mexico history archives "work with book designer and publisher on manuscript host five canyon road summer walks at osfa's irene vonhorvath house "opened house grounds for this family-friendly series of pedestrian events which seeks to revitalize and celebrate the rich artistic and cultural heritage of santa fe's historic canyon road co-sponsor historic events & symposiums "2025 santa fe preservation awards "2025 New Mexico-Arizona history conference "2025 historic santa fe foundation symposium osfa's centennial planning "100th anniversary coffee table book ocontract with noted author and editor, carmella padilla, to shepherd an illustrated book on santa fe's and osfa's connected histories ocontract with book and production designer, david skolkin oidentify chapter topics oidentify and contract with participating essayists "100th party/celebration oselect date and venue for party (scheduled for april 2026) oselect theme "contract with fundraiser (august - november) to help identify and solicit sources of income to cover costs of book and party our lady of guadalupe cemetery "organize volunteer clean-up days are our lady of guadalupe cemetery "continue developing outreach program to locate descendants of individuals interred at cemetery "contact families of those individuals buried in cemetery in preparation for oral history project "record oral histories of family members el boletin - osfa's free. Bi-annual newsletter "identify historical and preservation topics relevant to santa fe citizens "invite writers, historians, archivists, etc. To volunteer their time and expertise to develop and author newsletter content "design, layout, and publish the newsletter twice a year "educate the public about the breadth, impact, and importance of santa fe's history osfa book club, film series, and guided tours "host quarterly book club on topics related to santa fe and New Mexico history "provide guided public tours to notable artists' homes in santa fe and history of santa fe's early 20th century art colony observe and participate in public education regarding the city of santa fe's land development code update "provide community feedback and historical context during update process "organize information sessions to help citizens understand proposed changes "advocate for preservation of historical character within new development guidelines "inform osfa members and the general public about upcoming public hearings observe and participate in monthly santa fe city council meetings "attend monthly meetings where agenda items include preservation interests "provide public comment on proposed developments impacting historic preservation "educate the public about proposed developments, the review process, and how to participate effectively "inform osfa members and the general public about upcoming public hearings observe and participate in monthly historic design review board meetings "attend monthly meetings and represent preservation interests "provide public comment on proposed changes to structures and developments in santa fe's historic districts "collaborate with hdrb board members on developing historically appropriate guidelines "educate the public about proposed developments, the review process, and how to participate effectively "inform osfa members and the general public about upcoming public hearings

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 55% for direct work, and 45% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 85
  • Transparency & Controls: 94
  • Accountability: 63
  • Sustainability: 24
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 75.9%; rating input score 76
  • Fundraising efficiency: $4.57 raised per $1 spent on fundraising; rating input score 36; 36th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 1 of 8 controls in place; rating input score 12
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -115.8%; rating input score 16; 16th percentile among comparable filings
  • Total-asset coverage ratio: 3.13; rating input score 44; 44th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 24; 24th percentile among comparable filings
  • Officer compensation ratio: 32.3%; rating input score 7; 7th percentile among comparable filings

Growth

  • Program expense growth: 33.2% per year; rating input score 100; 89th percentile among comparable filings
  • Revenue growth: 25.2% per year; rating input score 100; 95th percentile among comparable filings
  • Asset growth: -3% per year; rating input score 0; 24th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 75.9% of spending went to programs
  • Governance: 12 of 12 board members independent · 1 of 8 filing controls reported
  • Programs: 2 filed program accomplishments · $163K in reported program spending
  • Leadership: top reported pay $35K · 16 people listed
  • Consistency: 26 of 26 current checks pass
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Governance controls: 6 of 7 not reported.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 36/100.
  • High — Sustainability: Operating margin scored 16/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
  • High — Sustainability: Officer compensation ratio scored 7/100.
  • High — Sustainability: Liabilities to assets ratio scored 24/100.