SAN LUIS OBISPO MASTER CHORALE

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

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

Program Service Accomplishments

Program 1

Expenses: $163,979 Revenue: $51,692

THE GROUP PRODUCED THREE (3) LARGE-SCALE CONCERT SERIES SHOWCASING A CHOIR OF 100+ VOICES AND A 40 TO 50-PIECE ORCHESTRA. THE FALL 2023 CONCERT SERIES FEATURED THE MUSIC OF MOZART AND CONTEMPORARY...

THE GROUP PRODUCED THREE (3) LARGE-SCALE CONCERT SERIES SHOWCASING A CHOIR OF 100+ VOICES AND A 40 TO 50-PIECE ORCHESTRA. THE FALL 2023 CONCERT SERIES FEATURED THE MUSIC OF MOZART AND CONTEMPORARY COMPOSER ARVO PART. A DECEMBER 2023 HOLIDAY CONCERT FEATURED SELECTIONS FROM HANDEL'S MESSIAH AS WELL AS SEASONAL SHORT WORKS AND SHOWCASED THE FORBES PIPE ORGAN. THE SPRING 2024 CONCERT WAS A VOICES-ONLY PRODUCTION OF COMPOSER SERGEI RACHMANINOFF'S ALL-NIGHT VIGIL IN RUSSIAN. FREE-TO-THE-PUBLIC EDUCATIONAL EVENTS CONDUCTED BY NATIONAL EXPERTS ACCOMPANIED THE FALL & SPRING CONCERTS.

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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%)

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$33,744

Total Directors

Key Employees

Highest Compensated

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