Civic Intelligence

Mozart Festival Association

EIN 23-7172087 • 501(c)3 • San Luis Obipos, CA

Profile

To provide to the public musical and educational opportunities through the organization, direction and production of musical entertainment

PO Box 311San Luis Obipos, CA 93406

festivalmozaic.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

78th percentile

0.25x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.09x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

37th percentile

-1.0%

Higher net margin than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$115,500

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

73rd percentile

17%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-1.1%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$333,974

Up $47,918 (+17%) from 2023

Liabilities

Up

$84,888

Up $44,315 (+109%) from 2023

Net Assets

Up

$249,086

Up $3,603 (+1.5%) from 2023

Revenue

Down

$990,429

Down $11,104 (-1.1%) from 2023

Expenses

Up

$1,000,678

Up $5,986 (+0.6%) from 2023

Net Income

Down

-$10,249

Down $17,090 (-250%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2021: $385,991Liabilities 2021: $21,958Net Assets 2021: $364,0332021Assets 2022: $300,054Liabilities 2022: $63,217Net Assets 2022: $236,8372022Assets 2023: $286,056Liabilities 2023: $40,573Net Assets 2023: $245,4832023Assets 2024: $333,974Liabilities 2024: $84,888Net Assets 2024: $249,0862024

Highlighted filing

2024

Assets$333,974
Liabilities$84,888
Net Assets$249,086

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2021: $847,445Expenses 2021: $649,992Net Income 2021: $197,4532021Revenue 2022: $857,170Expenses 2022: $979,914Net Income 2022: -$122,7442022Revenue 2023: $1,001,533Expenses 2023: $994,692Net Income 2023: $6,8412023Revenue 2024: $990,429Expenses 2024: $1,000,678Net Income 2024: -$10,2492024

Highlighted filing

2024

Revenue$990,429
Expenses$1,000,678
Net Income-$10,249

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 29, 2025
Return Version
2023v6.0
Gross Receipts
$998,400
Mission and Program Overview

Mission

To provide to the public musical and educational opportunities through the organization, direction and production of musical entertainment

To provide to the public musical and educational opportunities through the organization, direction,and production of musical entertainment

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$35,387$229,121▲ $193,734
Savings and Temporary Cash Investments$155,300--
Cash and Non-Interest-Bearing Accounts$91,869$78,353▼ $13,516
Pledges and Grants Receivable-$25,000-
Total Assets$286,056$333,974▲ $47,918
Other Assets Total$3,500$1,500▼ $2,000
Liabilities
Deferred Revenue$35,744$82,007▲ $46,263
Accounts Payable and Accrued Expenses$4,829$2,881▼ $1,948
Total Liabilities$40,573$84,888▲ $44,315
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$245,483$249,086▲ $3,603
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$245,483$249,086▲ $3,603
Total Liabilities and Net Assets / Fund Balance$286,056$333,974▲ $47,918
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lloyd TannerExecutive DirectorFT$115,500$115,500

Board Members and Trustees

NameTitle
Jo Anne MillerPast President
Jeri CorgillPresident
Beverly CohenDirector
Len JarrottDirector
Marti LindholmDirector
Paula DelayDirector
Peter PetersenDirector
Suzan BoatmanDirector
Juliane McadamSecretary
Jim HaleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$659,981
Program Service Revenue
$314,613
Investment Income
$198
Other Revenue
$15,637
All Other Contributions
$659,981
Change in Net Assets
$-10,249
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$560,896
Other Expenses$439,782
Total Fundraising Expense$88,138
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$380,539$18,750-$399,289
Other Expenses$143,023$0$0$143,023
Current Officers, Directors, Trustees, and Key Employees$46,200$23,100$46,200$115,500
Occupancy$36,224$22,657-$58,881
Advertising$45,060--$45,060
Travel$39,865$4,213-$44,078
Payroll Taxes$27,418$3,022$3,335$33,775
Office Expenses-$32,294-$32,294
Information Technology$10,260--$10,260
Insurance-$6,475-$6,475
Pension Plan Contributions$5,242$514$568$6,324
Other Employee Benefits$4,779$584$645$6,008
Fees for Services Other-$4,475-$4,475
Conferences and Meetings-$3,464-$3,464
Fees for Services Accounting-$2,033-$2,033
Fees for Services Management-$100-$100
Total Functional Expenses$790,859$121,681$88,138$1,000,678
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Reviewed by accountant and executive director

Form 990, Part VI, Section B, Line 12C

Procedures review at governing board meetings

Form 990, Part VI, Section B, Line 15

GOVERNING BOARD APPROVAL

Form 990, Part VI, Section C, Line 19

Upon request at the organization's office

Filing and Contact Details

Filer

Filer Name
Mozart Festival Association
EIN
23-7172087
Phone
8057817008
Address
PO BOX 311, SAN LUIS OBIPOS, CA 93406
Doing Business As
Festival Mozaic

Signing Officer

Name
Lloyd Tanner
Title
Executive Director
Phone
8054408088
Signed
2025-07-29

Organization Details

Principal Officer
Lloyd Tanner
Formed
1971
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
63
Volunteers
35
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0661
IRS990/PYOtherExpensesAmt0451344
IRS990/PYOtherRevenueAmt015981
IRS990/PYProgramServiceRevenueAmt0350903
IRS990/PYRevenuesLessExpensesAmt06841
IRS990/PYSalariesCompEmpBnftPaidAmt0543348
IRS990/PYTotalExpensesAmt0994692
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01001533
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-10249
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0990428
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0155300
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDS FROM AN ESTATE NOT RECOGNISED IN INCOME UNTIL MATURE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0659981
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0633988
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0574842
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0611977
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0401262
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02882050
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0198
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0661
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0316
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0210
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06687
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0338221
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0377222
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0282011
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0208538
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt057061
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01263053
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0198
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0661
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0316
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0210
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06687
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08072
IRS990ScheduleA/InvestmentIncomeCYPct00.00193
IRS990ScheduleA/InvestmentIncomePYPct00.05659
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt026720
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt03225
IRS990ScheduleA/OtherIncome509Grp/TotalAmt029945
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99091
IRS990ScheduleA/PublicSupportPY509Pct00.93334
IRS990ScheduleA/PublicSupportTotal509Amt04145103
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00

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