Civic Intelligence

San Luis Obispo Blues Society

EIN 77-0243462 • 501(c)3 • San Luis Obispo, CA

Profile

Blues music concerts & education

PO Box 14041San Luis Obispo, CA 93406

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

20th percentile

-29%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-16%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

533%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,189

Down $1,542 (-16%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$8,189

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Up

$5,398

Up $4,545 (+533%) from 2023

Expenses

Up

$6,940

Up $4,631 (+201%) from 2023

Net Income

Down

-$1,542

Down $86 (-5.9%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$20K$15K$10K$5.0K$0Assets 2012: $14,567Liabilities 2012: $02012Assets 2013: $17,648Liabilities 2013: $02013Assets 2014: $16,249Liabilities 2014: $02014Assets 2015: $15,159Liabilities 2015: $02015Assets 2016: $11,916Liabilities 2016: $02016Assets 2017: $6,534Liabilities 2017: $02017Assets 2018: $9,145Net Assets 2018: $9,1452018Assets 2019: $6,856Net Assets 2019: $6,8562019Assets 2020: $12,777Net Assets 2020: $12,7772020Assets 2021: $13,900Liabilities 2021: $02021Assets 2022: $11,187Liabilities 2022: $02022Assets 2023: $9,731Liabilities 2023: $02023Assets 2024: $8,189Net Assets 2024: $8,1892024

Highlighted filing

2024

Assets$8,189
Liabilities-
Net Assets$8,189
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $46,950Expenses 2012: $48,257Net Income 2012: -$1,3072012Revenue 2013: $48,961Expenses 2013: $45,879Net Income 2013: $3,0822013Revenue 2014: $41,091Expenses 2014: $42,490Net Income 2014: -$1,3992014Revenue 2015: $42,663Expenses 2015: $43,753Net Income 2015: -$1,0902015Revenue 2016: $40,546Expenses 2016: $43,789Net Income 2016: -$3,2432016Revenue 2017: $37,471Expenses 2017: $42,853Net Income 2017: -$5,3822017Revenue 2018: $36,946Expenses 2018: $34,335Net Income 2018: $2,6112018Revenue 2019: $3,007Expenses 2019: $5,296Net Income 2019: -$2,2892019Revenue 2020: $12,881Expenses 2020: $6,960Net Income 2020: $5,9212020Revenue 2021: $1,781Expenses 2021: $658Net Income 2021: $1,1232021Revenue 2022: $749Expenses 2022: $3,462Net Income 2022: -$2,7132022Revenue 2023: $853Expenses 2023: $2,309Net Income 2023: -$1,4562023Revenue 2024: $5,398Expenses 2024: $6,940Net Income 2024: -$1,5422024

Highlighted filing

2024

Revenue$5,398
Expenses$6,940
Net Income-$1,542
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,189
Liabilities
-
Net assets
$8,189
Revenue
$5,398
Expenses
$6,940
Net income
-$1,542
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.19$8.19$5.40$6.94$1.54
2023Summary only. Only limited summary data is available for this year.$9.73$0.00$0.85$2.31$1.46
2022Summary only. Only limited summary data is available for this year.$11.2$0.00$0.75$3.46$2.71
2021Summary only. Only limited summary data is available for this year.$13.9$0.00$1.78$0.66$1.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$12.8$12.9$6.96$5.92
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.86$6.86$3.01$5.30$2.29
2018Detailed filing. Detailed filing data is available for this year.$9.15$9.15$36.9$34.3$2.61
2017Summary only. Only limited summary data is available for this year.$6.53$0.00$37.5$42.9$5.38
2016Summary only. Only limited summary data is available for this year.$11.9$0.00$40.5$43.8$3.24
2015Summary only. Only limited summary data is available for this year.$15.2$0.00$42.7$43.8$1.09
2014Summary only. Only limited summary data is available for this year.$16.2$0.00$41.1$42.5$1.40
2013Summary only. Only limited summary data is available for this year.$17.6$0.00$49.0$45.9$3.08
2012Summary only. Only limited summary data is available for this year.$14.6$0.00$47.0$48.3$1.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 3, 2025
Return Version
2023v6.0
Gross Receipts
$34,868
Mission and Program Overview

Mission

Blues music concerts & education

Program Services

DescriptionGrantsExpenses
BLUES CONCERTS ARE ARRANGED BY VOLUNTEERS WHO RENT HALLS, CONTRACT WITH MUSICIANS, AND ARRANGE ADVERTISING FOR THE BENEFIT OF BLUES MUSIC FANS.-$4,353
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES SCOOLISPresident-$0--
STEVE CAKESecretary-$0--
RICHARD FANNINGTreasurer-$0--
CHRIS WILBERTVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concerts$34,744$34,744$5,559$29,185
Total Events$34,744$34,744$29,470$5,274
Filing and Contact Details

Filer

Filer Name
San Luis Obispo Blues Society
EIN
77-0243462
Phone
8055433426
Address
PO BOX 14041, SAN LUIS OBISPO, CA 93406

Signing Officer

Name
Richard Fanning
Title
Treasurer
Signed
2025-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Nicholas Medeiros CPA Pc
Address
8930 MORRO RD, ATASCADERO, CA 93422
Preparer
Nicholas Medeiros CPA
Phone
8054667249
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $28”

Other Expenses.1012

“Insurance $1656”

Other Expenses.1

“BOARD MEETINGS $1788”

Other Expenses.4

“WEB HOSTING $184”

Other Expenses.5

“SUPPLIES $181”

Other Expenses.6

“TELEPHONE $166”

Other Expenses.7

“MERCHANT/BANK FEES $153”

Other Expenses.8

“TAXES $80”

Other Expenses.9

“LICENSES AND PERMITS $10”

Raw XML Appendix178 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0RICHARD FANNING
IRS990EZ/BooksInCareOfDetail/PhoneNum08055443261
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03860 S HIGUERA ST SPC 242
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN LUIS OBISPO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09731
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08189
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0124
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1542
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09731
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08189
IRS990EZ/FundraisingGrossIncomeAmt034744
IRS990EZ/GrossReceiptsAmt034868
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09731
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08189
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09731
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08189
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES SCOOLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE CAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD FANNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS WILBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04246
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0BLUES MUSIC CONCERTS & EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0544
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BLUES CONCERTS ARE ARRANGED BY VOLUNTEERS WHO RENT HALLS, CONTRACT WITH MUSICIANS, AND ARRANGE ADVERTISING FOR THE BENEFIT OF BLUES MUSIC FANS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04353
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt029470
IRS990EZ/SpecialEventsNetIncomeLossAmt05274
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06940
IRS990EZ/TotalProgramServiceExpensesAmt04353
IRS990EZ/TotalRevenueAmt05398
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0853
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0749
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01781
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012031
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015538
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt018096
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt033634
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0124
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0853
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0749
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01781
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030127
IRS990ScheduleA/Total509Grp/TotalAmt033634
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0124
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0853
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0749
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01781
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt030127
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt033634
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029470
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt014434
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt014434
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CONCERTS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06446
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt06446
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034744
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034744
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034744
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt034744
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05274
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05559
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05559
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03031
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03031
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $28
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1656
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEETINGS $1788
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WEB HOSTING $184
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES $181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TELEPHONE $166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MERCHANT/BANK FEES $153
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAXES $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LICENSES AND PERMITS $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD FANNING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN LUIS OBISPO BLUES SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0SANL
ReturnHeader/Filer/EIN0770243462
ReturnHeader/Filer/PhoneNum08055433426
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 14041
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093406
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822928744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NICHOLAS MEDEIROS CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08930 MORRO RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATASCADERO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093422
ReturnHeader/PreparerPersonGrp/PhoneNum08054667249
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas Medeiros CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-03T14:49:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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