Civic Intelligence

Sonoma Conservatory of Dance

EIN 81-3649673 • 501(c)3 • Sonoma, CA

Profile

Nurturing the creative spirit of our community through dance

561 Broadway Ste BSonoma, CA 95476

sonomaconservatoryofdance.org

Siviq Scores

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

Liabilities / Assets

91st percentile

0.80x

Higher debt load relative to assets than 91% of similar nonprofits.

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

Liabilities / Revenue

85th percentile

0.15x

Higher debt load relative to revenue than 85% of similar nonprofits.

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

Net Margin

42nd percentile

-1.3%

Higher net margin than 42% of similar nonprofits.

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

Top Officer Pay

98th percentile

$114,194

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 29.5% of source-year revenue.

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

Asset Growth

45th percentile

-5.0%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

89th percentile

82%

Faster revenue growth than 89% of similar nonprofits.

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

Assets

Down

$74,701

Down $3,947 (-5.0%) from 2023

Liabilities

Up

$59,625

Up $1,029 (+1.8%) from 2023

Net Assets

Down

$15,076

Down $4,976 (-25%) from 2023

Revenue

Up

$387,135

Up $174,406 (+82%) from 2023

Expenses

Up

$392,111

Up $115,945 (+42%) from 2023

Net Income

Up

-$4,976

Up $58,461 (+92%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2016: $18,500Liabilities 2016: $16,243Net Assets 2016: $2,2572016Assets 2017: $18,935Liabilities 2017: $36,238Net Assets 2017: -$17,3032017Assets 2018: $27,837Liabilities 2018: $18,966Net Assets 2018: $8,8712018Assets 2019: $79,999Liabilities 2019: $148Net Assets 2019: $79,8512019Assets 2020: $274,653Liabilities 2020: $139,207Net Assets 2020: $135,4462020Assets 2021: $237,130Liabilities 2021: $135,222Net Assets 2021: $101,9082021Assets 2022: $146,717Liabilities 2022: $63,228Net Assets 2022: $83,4892022Assets 2023: $78,648Liabilities 2023: $58,596Net Assets 2023: $20,0522023Assets 2024: $74,701Liabilities 2024: $59,625Net Assets 2024: $15,0762024

Highlighted filing

2024

Assets$74,701
Liabilities$59,625
Net Assets$15,076

Operations Trend

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

$400K$200K$0-$200KRevenue 2016: $36,351Expenses 2016: $37,059Net Income 2016: -$7082016Revenue 2017: $185,852Expenses 2017: $205,412Net Income 2017: -$19,5602017Revenue 2018: $224,792Expenses 2018: $198,618Net Income 2018: $26,1742018Revenue 2019: $248,681Expenses 2019: $232,239Net Income 2019: $16,4422019Revenue 2020: $267,035Expenses 2020: $211,440Net Income 2020: $55,5952020Revenue 2021: $249,133Expenses 2021: $259,277Net Income 2021: -$10,1442021Revenue 2022: $315,840Expenses 2022: $334,259Net Income 2022: -$18,4192022Revenue 2023: $212,729Expenses 2023: $276,166Net Income 2023: -$63,4372023Revenue 2024: $387,135Expenses 2024: $392,111Net Income 2024: -$4,9762024

Highlighted filing

2024

Revenue$387,135
Expenses$392,111
Net Income-$4,976

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 25, 2025
Return Version
2024v5.2
Gross Receipts
$390,770
Mission and Program Overview

Mission

Sonoma conservatory of dance fosters curiosity, creativity, joy and compassion, through the art and discipline of dance in a learning environment that ignites the creative spirit.

Nurturing the creative spirit of our community through dance

Balance Sheet Detail
LineBeginningEndChange
Assets
Inventories for Sale or Use$42,428$46,276▲ $3,848
Cash and Non-Interest-Bearing Accounts$36,220$28,425▼ $7,795
Total Assets$78,648$74,701▼ $3,947
Liabilities
Unsecured Notes Loans Payable$58,596$59,625▲ $1,029
Total Liabilities$58,596$59,625▲ $1,029
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,052$15,076▼ $4,976
Total Net Assets Fund Balance$20,052$15,076▼ $4,976
Total Liabilities and Net Assets / Fund Balance$78,648$74,701▼ $3,947

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$48,207--
Equipment$-48,207$48,207-
Leasehold Improvements-$1,624-
Compensation and Service Providers

Employees

NameTitleBaseTotal
Patricia OreillyPresident$114,194$114,194

Board Members and Trustees

NameTitle
Barreiro TracyDirector
Steve WolfDirector
Dennis LjungSecretary
Nancy Magdalen Sweek EstevaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$160,143
Program Service Revenue
$230,587
Investment Income
$0
Other Revenue
$-3,595
All Other Contributions
$105,090
Change in Net Assets
$-4,976
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$200,803
Salaries, Compensation, and Employee Benefits$191,308
Total Fundraising Expense$3,290
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$114,194--$114,194
All Other Expenses$32,718$29,433-$62,151
Other Salaries and Wages$51,547--$51,547
Fees for Services Other$32,494-$3,290$35,784
Occupancy-$28,125-$28,125
Advertising$22,163--$22,163
Payroll Taxes$13,261--$13,261
Other Employee Benefits$12,306--$12,306
Office Expenses-$7,223-$7,223
Fees for Services Accounting-$4,550-$4,550
Insurance$1,386$2,141-$3,527
Other Expenses$845$2,915-$845
Travel$271--$271
Total Functional Expenses$314,434$74,387$3,290$392,111
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

990 was provided to governing body for reveiw prior to filing

CEO executive director top management comp Part VI line 15A

Officer compensation is determined after review by govenrning body

Other officer or key employee compensation Part VI line 15B

Other officer or key employee compensation is determined after reveiw by governing body

Governing documents etc available to public Part VI line 19

Governing documents are availabe to the pubilc upon request

Filing and Contact Details

Filer

Filer Name
Sonoma Conservatory of Dance
EIN
81-3649673
In Care Of
% PATRICIA OREILLY
Phone
7079381424
Address
561 BROADWAY STE B, SONOMA, CA 95476

Signing Officer

Name
Patricia Oreilly
Title
President
Phone
7079381424
Signed
2025-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Oreilly
Formed
2016
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
19

Preparer

Firm
Amanda Johnson Ea
Address
255 WEST NAPA STREET STE F, Sonoma, CA 95476
Preparer
Amanda Johnson Ea
Phone
7073439848
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

Independant contractors $32718

List of other expenses Part IX line 24E

Repairs and maintenance $3020 utilities $2869 memberships $10921 staff appreciation $104 banks service fee $1419 merchant fees $4138 janitorial $6505 license & permits $457

Raw XML Appendix366 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER OFFICER OR KEY EMPLOYEE COMPENSATION IS DETERMINED AFTER REVEIW BY GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABE TO THE PUBILC UPON REQUEST
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REPAIRS AND MAINTENANCE $3020 UTILITIES $2869 MEMBERSHIPS $10921 STAFF APPRECIATION $104 BANKS SERVICE FEE $1419 MERCHANT FEES $4138 JANITORIAL $6505 LICENSE & PERMITS $457
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other expenses Part IX line 24e
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IRS990/USAddress/CityNm0SONOMA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095476
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IRS990/WebsiteAddressTxt0SONOMACONSERVATORYOFDANCE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA OREILLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07079381424
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SONOMA CONSERVATORY OF DANCE
ReturnHeader/Filer/BusinessNameControlTxt0SONO
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ReturnHeader/Filer/InCareOfNm0% PATRICIA OREILLY
ReturnHeader/Filer/PhoneNum07079381424
ReturnHeader/Filer/USAddress/AddressLine1Txt0561 BROADWAY STE B
ReturnHeader/Filer/USAddress/CityNm0SONOMA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842864670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMANDA JOHNSON EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0255 WEST NAPA STREET STE F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sonoma
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095476
ReturnHeader/PreparerPersonGrp/PhoneNum07073439848
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA JOHNSON EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-25T10:55:05-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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