Civic Intelligence

Music Academy of the West

EIN 95-1525814 • 501(c)3 • Santa Barbara, CA

View Organization Page

Profile

The music academy of the west makes a unique and enduring contribution to the world of music by advancing the development of the next generation of great classically trained musicians and cultivating discerning, appreciative, and adventurous audiences.

1070 Fairway RoadSanta Barbara, CA 93108

www.musicacademy.org

Siviq Scores

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

Liabilities / Assets

29th percentile

0.10x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

1.44x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

4th percentile

-52%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$432,734

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Asset Growth

39th percentile

3.5%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-11%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$115,853,822

Up $3,864,184 (+3.5%) from 2023

Liabilities

Up

$11,870,266

Up $1,335,110 (+13%) from 2023

Net Assets

Up

$103,983,556

Up $2,529,074 (+2.5%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin4th percentile

Revenue

Down

$8,265,544

Down $1,025,009 (-11%) from 2023

Expenses

Down

$12,555,692

Down $441,472 (-3.4%) from 2023

Net Income

Down

-$4,290,148

Down $583,537 (-16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$150M$100M$50M$0Assets 2010: $72,094,316Liabilities 2010: $16,464,497Net Assets 2010: $55,629,8192010Assets 2011: $73,739,541Liabilities 2011: $16,393,154Net Assets 2011: $57,346,3872011Assets 2012: $75,709,494Liabilities 2012: $15,439,377Net Assets 2012: $60,270,1172012Assets 2013: $78,828,632Liabilities 2013: $14,988,018Net Assets 2013: $63,840,6142013Assets 2014: $82,998,917Liabilities 2014: $14,654,932Net Assets 2014: $68,343,9852014Assets 2015: $90,798,202Liabilities 2015: $14,572,105Net Assets 2015: $76,226,0972015Assets 2016: $93,935,448Liabilities 2016: $13,751,063Net Assets 2016: $80,184,3852016Assets 2017: $95,444,762Liabilities 2017: $12,954,818Net Assets 2017: $82,489,9442017Assets 2018: $98,659,552Liabilities 2018: $12,619,435Net Assets 2018: $86,040,1172018Assets 2019: $102,051,268Liabilities 2019: $12,250,510Net Assets 2019: $89,800,7582019Assets 2020: $108,048,640Liabilities 2020: $12,357,804Net Assets 2020: $95,690,8362020Assets 2021: $120,750,921Liabilities 2021: $12,030,205Net Assets 2021: $108,720,7162021Assets 2022: $109,781,718Liabilities 2022: $11,288,037Net Assets 2022: $98,493,6812022Assets 2023: $111,989,638Liabilities 2023: $10,535,156Net Assets 2023: $101,454,4822023Assets 2024: $115,853,822Liabilities 2024: $11,870,266Net Assets 2024: $103,983,5562024

Highlighted filing

2024

Assets$115,853,822
Liabilities$11,870,266
Net Assets$103,983,556
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

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

$20M$10M$0-$10MExpenses 2010: $6,537,0662010Expenses 2011: $6,920,1042011Expenses 2012: $7,939,6382012Revenue 2013: $11,769,853Expenses 2013: $7,630,183Net Income 2013: $4,139,6702013Revenue 2014: $12,720,814Expenses 2014: $8,298,998Net Income 2014: $4,421,8162014Revenue 2015: $18,112,994Expenses 2015: $9,238,297Net Income 2015: $8,874,6972015Revenue 2016: $12,394,895Expenses 2016: $8,958,865Net Income 2016: $3,436,0302016Revenue 2017: $6,985,028Expenses 2017: $10,929,662Net Income 2017: -$3,944,6342017Revenue 2018: $15,393,876Expenses 2018: $10,251,749Net Income 2018: $5,142,1272018Revenue 2019: $10,616,722Expenses 2019: $11,316,777Net Income 2019: -$700,0552019Revenue 2020: $9,558,491Expenses 2020: $8,187,221Net Income 2020: $1,371,2702020Revenue 2021: $15,444,605Expenses 2021: $10,668,057Net Income 2021: $4,776,5482021Revenue 2022: $12,864,045Expenses 2022: $13,991,680Net Income 2022: -$1,127,6352022Revenue 2023: $9,290,553Expenses 2023: $12,997,164Net Income 2023: -$3,706,6112023Revenue 2024: $8,265,544Expenses 2024: $12,555,692Net Income 2024: -$4,290,1482024

Highlighted filing

2024

Revenue$8,265,544
Expenses$12,555,692
Net Income-$4,290,148
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$115,853,822
Liabilities
$11,870,266
Net assets
$103,983,556
Revenue
$8,265,544
Expenses
$12,555,692
Net income
-$4,290,148
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$116$11.9$104$8.27$12.6$4.29
2023Detailed filing. Detailed filing data is available for this year.$112$10.5$101$9.29$13.0$3.71
2022Detailed filing. Detailed filing data is available for this year.$110$11.3$98.5$12.9$14.0$1.13
2021Detailed filing. Detailed filing data is available for this year.$121$12.0$109$15.4$10.7$4.78
2020Detailed filing. Detailed filing data is available for this year.$108$12.4$95.7$9.56$8.19$1.37
2019Detailed filing. Detailed filing data is available for this year.$102$12.3$89.8$10.6$11.3$0.70
2018Detailed filing. Detailed filing data is available for this year.$98.7$12.6$86.0$15.4$10.3$5.14
2017Detailed filing. Detailed filing data is available for this year.$95.4$13.0$82.5$6.99$10.9$3.94
2016Detailed filing. Detailed filing data is available for this year.$93.9$13.8$80.2$12.4$8.96$3.44
2015Detailed filing. Detailed filing data is available for this year.$90.8$14.6$76.2$18.1$9.24$8.87
2014Detailed filing. Detailed filing data is available for this year.$83.0$14.7$68.3$12.7$8.30$4.42
2013Detailed filing. Detailed filing data is available for this year.$78.8$15.0$63.8$11.8$7.63$4.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.7$15.4$60.3$7.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.7$16.4$57.3$6.92
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.1$16.5$55.6$6.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$13,873,115
Mission and Program Overview

Mission

The music academy of the west makes a unique and enduring contribution to the world of music by advancing the development of the next generation of great classically trained musicians and cultivating discerning, appreciative, and adventurous audiences.

To provide classical musicians and audiences with transformative educational and performance experiences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$46,113,656$49,646,958▲ $3,533,302
Land, Buildings, and Equipment, Net$35,839,924$34,633,236▼ $1,206,688
Investments Other Securities$14,851,396$15,852,654▲ $1,001,258
Pledges and Grants Receivable$8,036,490$7,304,585▼ $731,905
Savings and Temporary Cash Investments$887,251$2,658,828▲ $1,771,577
Cash and Non-Interest-Bearing Accounts$1,168,290$541,780▼ $626,510
Accounts Receivable$498,630$339,307▼ $159,323
Prepaid Expenses and Deferred Charges$89,813$135,641▲ $45,828
Total Assets$111,989,638$115,853,822▲ $3,864,184
Other Assets Total$4,504,188$4,740,833▲ $236,645
Liabilities
Mortgage Notes Payable Secured by Investment Property$9,523,137$8,929,198▼ $593,939
Deferred Revenue-$1,839,435-
Accounts Payable and Accrued Expenses$1,012,019$1,101,633▲ $89,614
Total Liabilities$10,535,156$11,870,266▲ $1,335,110
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$85,052,553$87,651,779▲ $2,599,226
Net Assets With Donor Restrictions$16,401,929$16,331,777▼ $70,152
Total Net Assets Fund Balance$101,454,482$103,983,556▲ $2,529,074
Total Liabilities and Net Assets / Fund Balance$111,989,638$115,853,822▲ $3,864,184

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$31,104,679$13,022,655$44,127,334
Other Land Buildings$1,828,116$1,466,877$3,294,993
Equipment$975,527$1,219,567$2,195,094
Land$724,914-$724,914
Other Securities$2,600,806--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$48,743,150$1,607,630▲ $5,894,799$5,618,824$50,626,755
2023$45,704,826$359,208▲ $6,886,078$4,206,962$48,743,150
2022$52,493,567$2,233,091▼ $6,336,356$2,685,476$45,704,826
2021$43,476,645$4,300,950▲ $7,007,525$2,291,553$52,493,567
2020$40,150,733$1,550,220▲ $3,207,930$1,432,238$43,476,645
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shauna QuillPresident & CEOFT$367,107$65,627$432,734
Joanne BarnardChief Advancement OfficerFT$219,408$34,797$254,205
Mimi DoCFO & VP of AdministrationFT$220,500$20,652$241,152
Nathan BachhuberChief Artistic Officer (enFT$180,963$27,021$207,984
Tiffany DevriesDeanFT$173,185$30,362$203,547
Jill L RodeDirector of Legacy GivingFT$151,940$18,261$170,201
Anais PellegriniDirector of Philanthropy, Major GiftsFT$146,650$15,236$161,886
Anais PellegriniDirector of Philanthropy, Major Gift-$146,650$15,236$161,886
Kerry Blankenship AllenVP of Marketing & CommunicationsFT$138,611$13,440$152,051
Marcia SwiresSr Director Finance & AdministrationFT$128,029$22,316$150,345
Kate OberjatSr Director Content Mktg & Digital ExperienceFT$113,633$19,142$132,775

Board Members and Trustees

NameTitle
Maurice SingerChair
Jerrold EberhardtVice Chair
Andrea HeinDirector
Bridget ForemanDirector
Clive ChangDirector
Dan DokosDirector
Danner ScheflerDirector
Dean CarterDirector
Ellen BargerDirector
Harrison BainsDirector
Heejung KimDirector
Josh RamirezDirector
Kandy Luria BudgorDirector
Kelly TeichDirector
Mally ChakolaDirector
Patrick SpenceDirector
Rachel FineDirector
Stephanie ShumanDirector
Susan LichtensteinDirector
Ted CroninDirector
Thomas OrlandoDirector
Pamela StrobelSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Santa Barbara Center For The PerformingPerformance Production1214 STATE STREET, Santa Barbara, CA 93101$255,587
Seasons CateringCatering2646 PALMA DRIVE 255, Ventura, CA 93003$223,752
Brownstein Hyatt Farber Schreck LLPLegal2646 PALMA DRIVE 255, Ventura, CA 93003$193,513
Classic CharterBus TransportationPO BOX 288, Visalia, CA 93279$153,636
Brightview LandscapingLandscapingPO BOX 31001-2463, Pasadena, CA 91110$118,867
Revenue and Support

Revenue Composition

Contributions and Grants
$5,591,873
Program Service Revenue
$935,966
Investment Income
$1,672,210
Other Revenue
$65,495
All Other Contributions
$5,331,413
Change in Net Assets
$-4,290,148

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded9$147,756Fair Market Value (FMV)
Other Non Cash Contri Table5$28,436Fair Market Value (FMV)
Other Non Cash Contri Table1$9,462Fair Market Value (FMV)
Other Non Cash Contri Table1$8,340Acv
Works of Art2$4,200Fair Market Value (FMV)
Other Non Cash Contri Table1$250Fair Market Value (FMV)
Total Noncash Contributions19$198,444-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,026,821
Revenue Not Reported on Financial Statements
$238,723
Revenue Not Reported on Form 990
$6,122,391
Total Revenue per Audited Statements
$14,149,212
Total Revenue per Form 990
$8,265,544
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,963,394
Salaries, Compensation, and Employee Benefits$4,532,298
Total Fundraising Expense$1,918,775
Grants and Similar Amounts Paid$48,750
Professional Fundraising Fees$11,250

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,587,180$302,834$702,160$2,592,174
Depreciation Depletion$944,340$310,707$59,652$1,314,699
Travel$1,302,430$1,155$7,287$1,310,872
Current Officers, Directors, Trustees, and Key Employees$784,881$156,145$356,597$1,297,623
Occupancy$636,514$228,266$49,933$914,713
Interest$119,730$141,334$83,261$344,325
All Other Expenses$64,384$71,685$194,008$330,077
Other Employee Benefits$172,864$51,055$85,796$309,715
Information Technology$140,597$75,945$81,155$297,697
Advertising$231,947-$48,750$280,697
Payroll Taxes$173,726$27,763$70,423$271,912
Fees for Service Investment Mgmnt Fees-$238,723-$238,723
Fees for Services Legal-$199,077-$199,077
Fees for Services Other$84,472$42,495$71,410$198,377
Fees for Services Accounting-$141,061-$141,061
Insurance$40,471$47,774$28,144$116,389
Office Expenses$53,538$23,359$28,151$105,048
Pension Plan Contributions$28,809$7,499$24,566$60,874
Grants to Domestic Individuals$48,000--$48,000
Fees for Services Professional Fundraising--$11,250$11,250
Other Expenses$3,270$4,154$5,734$3,270
Foreign Grants$750--$750
Total Functional Expenses$8,565,336$2,071,581$1,918,775$12,555,692

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,620,138
Total Expenses per Form 990$12,555,692
Expenses per Audited Statements$12,316,969
Expenses Not Reported on Form 990$303,169
Expenses Not Reported on Financial Statements$238,723
International Activity

International Summary

Offices
0
Employees
0
Spending
$10,828,249

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumInvestments-00$5,432,369
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Investments-00$5,395,130
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Grants to Recipients Located in the Region-00$750
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$76,147
Fundraising Gross Income$16,775
Gaming Gross Income$13,150
Professional Fundraising Fees$11,250
Gaming Direct Expenses$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$271,235$16,775-$16,775
Total Events$271,235$16,775$76,147$-59,372
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
Audit committee
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 A, Line 1A

“Executive committee is composed of the following members: 1) maurice singer, chair 2) jerry eberhardt, vice-chair 3) pam strobel, secretary 4) ellen barger, director 5) dean carter, director 6) mally chakola, director 7) patrick spence, director 8) clive chang, director”

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

“The form 990 is reviewed in detail by the audit committee and submitted to the board prior to filing.”

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

“Conflict of interest forms are distributed annually at a board meeting and returned to the cfo. Forms are sent to directors, officers and key employees not at the meeting. The cfo follows up with any missing forms.”

Form 990, Part VI, Section B, Line 15

“The executive committee of the board reviews compensation & wage studies to determine recommended salaries. The recommended salaries are then approved by the board of directors independently, without the participation of interested persons.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Music Academy of the West
EIN
95-1525814
Phone
8059694726
Address
1070 FAIRWAY ROAD, SANTA BARBARA, CA 93108

Signing Officer

Name
Mimi Do
Title
CFO & VP of Admin.
Phone
8059694726
Signed
2025-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shauna Quill
Formed
1947
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
22
Employees
89
Volunteers
270

Preparer

Firm
Green Hasson & Janks Llp
Address
700 S FLOWER STREET SUITE 3300, LOS ANGELES, CA 90017
Preparer
Lizbeth G Nevarez
Phone
3108731600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Bad debt expense -301,548. Change in value of beneficial interest in trusts 115,391.”

FORM 990, PART XII, LINE 2C:

“No processes have changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The intention of the endowments is to support the operations of the academy.”

PART X, LINE 2:

“Music academy of the west recognizes the impact of tax positions in the financial statements if that position is more likely than not to be sustained on audit, based on the technical merits of the position. During the year ended december 31, 2024, music academy of the west performed an evaluation of uncertain tax positions and did not note any matters that would require recognition in the financial statements or which might have an effect on its tax-exempt status.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of beneficial interest in trusts 115,391.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Bad debt expense 301,548.”

Raw XML AppendixShowing 400 of 1,085 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
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IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
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IRS990/Desc0MUSIC ACADEMY PRESENTS AN ANNUAL FULL-SCHOLARSHIP SUMMER SCHOOL AND FESTIVAL FOR 150 CLASSICALLY TRAINED FELLOWS AGES 18 TO 34. IN 2024, FOR EIGHT INTENSIVE WEEKS, OUR FELLOWS STUDIED WITH OVER 50 EXCEPTIONAL TEACHING ARTISTS, PERFORMED IN MORE THAN 100 CONCERTS AND MASTERCLASSES, AND FORGED CLOSE CONNECTIONS WITH THE COMMUNITY THROUGH OUR UNIQUE COMPEER PROGRAM. MUSIC ACADEMY ALSO SEEKS TO ENGAGE DIVERSE AUDIENCES BY OFFERING $10 COMMUNITY ACCESS TICKETS, FREE TICKETS TO YOUTH AGED 7-17, WELCOMING EVERYONE FROM ACROSS ALL GENERATIONS, CULTURES, AND BACKGROUNDS TO EXPERIENCE THE TRANSFORMATIVE POWER OF MUSIC.
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IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt30SR DIR FINANCE & ADMINISTRATION
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