Santa Fe Group Inc
- Assets
- $808.0k
- Revenue
- $291.3k
- Investments
- $0.0
- Employees
- 0
- Location
- Longboat Key, FL
- Founding
- 05/2004
- Data as of
- 12/2022
- EIN
- 68-3654702
Organization Overview
Santa Fe Group Inc is located in Longboat Key, FL. The organization was established in 2004. According to its NTEE Classification (G11) the organization is classified as: Single Organization Support, under the broad grouping of Voluntary Health Associations & Medical Disciplines and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Santa Fe Group Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Santa Fe Group Inc generated $291.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (7.0%) each year. All expenses for the organization totaled $422.4k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO BE A CATALYST FOR IMPROVING LIVES BY FOCUSING ON CRITICAL ISSUES IN ORAL HEALTH, INCLUDING: HEALTH LEADERSHIP, ORAL HEALTH EQUITY, AND ORAL HEALTH EDUCATION & PRACTICE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ADVANCE HEALTH EQUITY - AN ALIGNMENT AND ACTION SUMMIT - HELD OVER 2 DAYS (JUNE 22 & 23) AT THE RENAISSANCE ARLINGTON CAPITAL VIEW HOTEL. THE SUMMIT WAS A WORKING SUMMIT, GUIDED A DIVERSE GROUP OF 125 STAKEHOLDERS THROUGH 2 FULL DAYS OF BREAKOUT WORKING SESSIONS. THE SUMMIT CULMINATED AT A FINAL SESSION THAT CHARTED A COLLABORATIVE ROADMAP FOR THE NEXT 12 MONTHS UNTIL THEY CONVENED AGAIN IN 2023 AT THE MEHARRY HEALTH EQUITY SUMMIT.
IDD PROGRAM - A PARTNERED CONFERENCE SEPTEMBER 2022 - ACHIEVING EQUITABLE ORAL HEALTH FOR THOSE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES: A PROMISE, A PLEDGE, A PLAN.
BUSINESS MEETING - ANNUAL BUSINESS MEETING THAT OUTLINES PROGRAMS FOR THE YEAR AND REVIEWS THE WORK OF THE ORGANIZATION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Teresa A Dolan DDS MPH President | OfficerTrustee | 8 | $0 |
Steven W Kess Past-President | OfficerTrustee | 3 | $0 |
Ralph Fuccillo MA President-Elect | OfficerTrustee | 8 | $0 |
Kathryn A Atchison DDS MPH Treasurer | OfficerTrustee | 3 | $0 |
Stephen N Abel DDS MSD Director | Trustee | 3 | $0 |
Michael Alfano DMD PHD Director | Trustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $291,000 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $291,000 |
| Total Program Service Revenue | $0 |
| Investment income | $279 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $291,279 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $5,000 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $8,418 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $133,882 |
| Advertising and promotion | $86,295 |
| Office expenses | $2,853 |
| Information technology | $1,084 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $184,471 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $415 |
| All other expenses | $0 |
| Total functional expenses | $422,418 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $250,384 |
| Savings and temporary cash investments | $557,584 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $807,968 |
| Accounts payable and accrued expenses | $11,467 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $11,467 |
| Net assets without donor restrictions | $796,501 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $807,968 |
Grants Awarded
Over the last fiscal year, Santa Fe Group Inc has awarded $70,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
HEALTH RESEARCH INC PURPOSE: NYS PROJECT | $50,000 |
CHILDREN'S DENTAL HEALTH PROJECT PURPOSE: OPERATIONAL SUPPORT | $20,000 |