SAN LUIS OBISPO MASTER CHORALE

EIN: 471410061 501(c)(3) Arts, Culture & Humanities

SAN LUIS OBISPO, CA

Total Revenue
$253,300
Total Expenses
$177,548
Total Assets
$497,836
Net Assets
$486,699
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
CA
Principal Officer
JEANNE POTTER
Phone
8055383311
Tax Period
2023-07-01 to 2024-06-30

SAN LUIS OBISPO MASTER CHORALE, founded in 2016, is a small nonprofit in the Arts, Culture & Humanities sector that reported $253K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $76K, a strong 30% operating margin.

Mission

SAN LUIS OBISPO MASTER CHORALE IS DEDICATED TO THE PRESENTATION OF MAJOR WORKS FOR CHORUS AND ORCHESTRA THROUGH PUBLIC PERFORMANCES AND EDUCATIONAL PROGRAMS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $183,091
Program Service Revenue $47,852
Investment Income $18,517
Other Revenue $3,840
TOTAL REVENUE $253,300

Expense Breakdown

Grants Paid $0
Salaries & Benefits $82,260
Fundraising Expenses $8,103
Program Expenses $163,979
Other Expenses $95,288
TOTAL EXPENSES $177,548

Year-over-Year Comparison

2023 2022 Change
Revenue $253,300 $321,423 -0.2%
Expenses $177,548 $186,484 0.0%
Net Income $75,752 $134,939 -0.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
77
Volunteers
120

Governance Policies

✓ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$33,744
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATELYN SCHIAVONE EXECUTIVE DIRECTOR (NON-VOTING) 8.00
Officer
$16,596 $0 $16,596
THOMAS DAVIES MUSIC DIRECTOR/CONDUCTOR (NON-VOTING) 6.00
Officer
$17,148 $0 $17,148
JEANNE POTTER PRESIDENT 8.00
Officer Director
$0 $0 $0
CAROL NELSON-SELBY VICE PRESIDENT 4.00
Officer Director
$0 $0 $0
MARK FUGATE TREASURER 2.00
Officer Director
$0 $0 $0
BUD ZEUSCHNER SECRETARY 2.00
Officer Director
$0 $0 $0
MIKE BURRELL DIRECTOR 2.00
Director
$0 $0 $0
VICKI EWART DIRECTOR 2.00
Director
$0 $0 $0
CHUCK HILL DIRECTOR 2.00
Director
$0 $0 $0
MARTI LINDHOLM DIRECTOR 2.00
Director
$0 $0 $0
CHRISTOPHER TOEWS DIRECTOR 2.00
Director
$0 $0 $0
CRAIG UPDEGROVE DIRECTOR 2.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $253,300 $177,548 $497,836 $75,752
2023 $321,423 $186,484 $408,963 $134,939
2022 $219,277 $120,483 $297,615 $98,794
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