CIVIC BALLET OF SAN LUIS OBISPO INC

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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

1978

Legal Domicile

Principal Officer

RACHEL MCSPADDEN TARVER

Phone

8055444363

Tax Period

2024-07-01 to 2025-06-30

CIVIC BALLET OF SAN LUIS OBISPO INC, founded in 1978, is a small nonprofit that reported $445K in total revenue in fiscal year 2024. Revenue surged 66% from the prior year, signaling strong growth momentum. The organization ran a surplus of $92K, a strong 21% operating margin.

Mission

SPONSORING AND SUPPORTING ACTIVITIES OF A CULTURAL, ARTISTIC AND EDUCATIONAL NATURE FOR THE BENEFIT OF THE GENERAL PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $320,651 Revenue: $247,563

THE CIVIC BALLET OF SAN LUIS OBISPO, INC. SPONSORS PERFORMANCES OF THE NUTCRACKER AND SPRING GALA BALLETS WHICH ARE ATTENDED BY THE GENERAL PUBLIC WITHIN THE SAN LUIS OBISPO AREA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $181,520

Program Service Revenue $247,563

Investment Income $37

Other Revenue $15,690

TOTAL REVENUE $444,810

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,806

Fundraising Expenses $7,225

Program Expenses $320,651

Other Expenses $291,120

TOTAL EXPENSES $352,926

Year-over-Year Comparison

	2024	2023	Change
Revenue	$444,810	$267,644	+0.7%
Expenses	$352,926	$296,153	+0.2%
Net Income	$91,884	$-28,509	-4.2%

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

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

Total Directors

$59,196

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAIME HOLLAND STRAND	Executive Dir.	20.00	Director	$31,096	$0	$31,096
ANDREW SILVAGGIO	ARTISTIC DIRECT	20.00	Director	$28,100	$0	$28,100
RACHEL MCSPADDEN TARVER	President	15.00	Officer Director	$0	$0	$0
CARLA OSBORN	Secretary	2.00	Officer Director	$0	$0	$0
HELEN DINSMOOR	Vice President	2.00	Officer Director	$0	$0	$0
DEANNA BRYN	Director	2.00	Director	$0	$0	$0
LAURIE HARTWELL	Treasurer	2.00	Officer Director	$0	$0	$0
JENNA GRANT	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	$444,810	$352,926	$317,932	$91,884
2024	No data	No data	No data	No data
2023	$204,644	$186,268	$254,557	$18,376
2022	$382,487	$221,638	$236,181	$160,849