Civic Intelligence

Community Arts Music Association

EIN 95-1816010 • 501(c)3 • Santa Barbara, CA

Profile

To bring high quality classical musicians from around the globe to the Santa Barbara area to perform orchestral, vocal, solo instrumental, and chamber concerts.

2060 Alameda Padre SerraSanta Barbara, CA 93103

camasb.org

Siviq Scores

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

Liabilities / Assets

41st percentile

0.07x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

69th percentile

0.37x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

14th percentile

-17%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

85th percentile

$274,241

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

44th percentile

2.3%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

22nd percentile

-9.5%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$9,625,195

Up $212,147 (+2.3%) from 2024

Liabilities

Up

$668,697

Up $144,269 (+28%) from 2024

Net Assets

Up

$8,956,498

Up $67,878 (+0.8%) from 2024

Revenue

Down

$1,825,317

Down $191,836 (-9.5%) from 2024

Expenses

Up

$2,128,367

Up $169,717 (+8.7%) from 2024

Net Income

Down

-$303,050

Down $361,553 (-618%) from 2024

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $7,556,929Liabilities 2011: $100,660Net Assets 2011: $7,456,2692011Assets 2012: $7,026,860Liabilities 2012: $218,100Net Assets 2012: $6,808,7602012Assets 2013: $7,666,117Liabilities 2013: $269,829Net Assets 2013: $7,396,2882013Assets 2014: $8,033,557Liabilities 2014: $192,985Net Assets 2014: $7,840,5722014Assets 2015: $7,801,946Liabilities 2015: $144,492Net Assets 2015: $7,657,4542015Assets 2016: $7,871,059Liabilities 2016: $315,228Net Assets 2016: $7,555,8312016Assets 2017: $8,966,414Liabilities 2017: $246,855Net Assets 2017: $8,719,5592017Assets 2018: $9,612,631Liabilities 2018: $353,474Net Assets 2018: $9,259,1572018Assets 2019: $8,671,104Liabilities 2019: $291,062Net Assets 2019: $8,380,0422019Assets 2020: $7,933,016Liabilities 2020: $28,487Net Assets 2020: $7,904,5292020Assets 2021: $9,835,661Liabilities 2021: $26,237Net Assets 2021: $9,809,4242021Assets 2022: $8,681,324Liabilities 2022: $87,979Net Assets 2022: $8,593,3452022Assets 2023: $8,573,410Liabilities 2023: $632,944Net Assets 2023: $7,940,4662023Assets 2024: $9,413,048Liabilities 2024: $524,428Net Assets 2024: $8,888,6202024Assets 2025: $9,625,195Liabilities 2025: $668,697Net Assets 2025: $8,956,4982025

Highlighted filing

2025

Assets$9,625,195
Liabilities$668,697
Net Assets$8,956,498

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,359,6442011Revenue 2012: $1,245,665Expenses 2012: $1,543,917Net Income 2012: -$298,2522012Expenses 2013: $1,555,3042013Revenue 2014: $1,814,440Expenses 2014: $1,529,495Net Income 2014: $284,9452014Revenue 2015: $1,534,820Expenses 2015: $1,683,455Net Income 2015: -$148,6352015Revenue 2016: $2,100,032Expenses 2016: $1,639,591Net Income 2016: $460,4412016Revenue 2017: $2,345,103Expenses 2017: $1,777,361Net Income 2017: $567,7422017Revenue 2018: $2,412,404Expenses 2018: $2,083,604Net Income 2018: $328,8002018Revenue 2019: $2,809,654Expenses 2019: $2,232,887Net Income 2019: $576,7672019Revenue 2020: $1,124,075Expenses 2020: $1,549,524Net Income 2020: -$425,4492020Revenue 2021: $902,629Expenses 2021: $869,386Net Income 2021: $33,2432021Revenue 2022: $1,742,239Expenses 2022: $1,831,389Net Income 2022: -$89,1502022Revenue 2023: $1,726,695Expenses 2023: $2,127,687Net Income 2023: -$400,9922023Revenue 2024: $2,017,153Expenses 2024: $1,958,650Net Income 2024: $58,5032024Revenue 2025: $1,825,317Expenses 2025: $2,128,367Net Income 2025: -$303,0502025

Highlighted filing

2025

Revenue$1,825,317
Expenses$2,128,367
Net Income-$303,050

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.63$0.67$8.96$1.83$2.13$0.30
2024Detailed filing. Detailed filing data is available for this year.$9.41$0.52$8.89$2.02$1.96$0.06
2023Detailed filing. Detailed filing data is available for this year.$8.57$0.63$7.94$1.73$2.13$0.40
2022Detailed filing. Detailed filing data is available for this year.$8.68$0.09$8.59$1.74$1.83$0.09
2021Detailed filing. Detailed filing data is available for this year.$9.84$0.03$9.81$0.90$0.87$0.03
2020Detailed filing. Detailed filing data is available for this year.$7.93$0.03$7.90$1.12$1.55$0.43
2019Detailed filing. Detailed filing data is available for this year.$8.67$0.29$8.38$2.81$2.23$0.58
2018Detailed filing. Detailed filing data is available for this year.$9.61$0.35$9.26$2.41$2.08$0.33
2017Detailed filing. Detailed filing data is available for this year.$8.97$0.25$8.72$2.35$1.78$0.57
2016Detailed filing. Detailed filing data is available for this year.$7.87$0.32$7.56$2.10$1.64$0.46
2015Summary only. Only limited summary data is available for this year.$7.80$0.14$7.66$1.53$1.68$0.15
2014Detailed filing. Detailed filing data is available for this year.$8.03$0.19$7.84$1.81$1.53$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.67$0.27$7.40$1.56
2012Summary only. Only limited summary data is available for this year.$7.03$0.22$6.81$1.25$1.54$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.56$0.10$7.46$1.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Feb 17, 2026
Return Version
2024v5.5
Gross Receipts
$1,928,475
Mission and Program Overview

Mission

To bring high quality classical musicians from around the globe to the santa barbara area to perform orchestral, vocal, solo instrumental, and chamber concerts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,878,871$6,460,472▲ $581,601
Investments Other Securities$2,588,835$2,444,331▼ $144,504
Savings and Temporary Cash Investments$309,495$334,937▲ $25,442
Pledges and Grants Receivable$304,034$107,500▼ $196,534
Prepaid Expenses and Deferred Charges-$19,340-
Accounts Receivable-$5,000-
Land, Buildings, and Equipment, Net$1,407$0▼ $1,407
Cash and Non-Interest-Bearing Accounts$1,680$604▼ $1,076
Total Assets$9,413,048$9,625,195▲ $212,147
Other Assets Total$328,726$253,011▼ $75,715
Liabilities
Deferred Revenue$103,995$289,106▲ $185,111
Other Liabilities$346,891$271,939▼ $74,952
Accounts Payable and Accrued Expenses$73,542$107,652▲ $34,110
Total Liabilities$524,428$668,697▲ $144,269
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,763,109$6,830,987▲ $67,878
Net Assets Without Donor Restrictions$2,125,511$2,125,511→ $0
Total Net Assets Fund Balance$8,888,620$8,956,498▲ $67,878
Total Liabilities and Net Assets / Fund Balance$9,413,048$9,625,195▲ $212,147

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$47,970$47,970
Other Securities$2,173,212--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$8,188,669-▲ $766,596$377,940$8,577,325
2023$7,215,039$98,530▲ $1,190,093$314,993$8,188,669
2022$7,562,315$7,717▼ $26,812$328,181$7,215,039
2021$8,436,661$69,652▼ $580,273$363,725$7,562,315
2020$6,687,481$38,341▲ $1,896,776$185,937$8,436,661
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark TruebloodPresidentFT$251,062$23,179$274,241
Elizabeth AlvarezDirector of DevelopmentFT$150,730$7,204$157,934
Justin Rizzo-weaverDirector of OperationsFT$143,835$9,371$153,206
Michael BelowOffice and Ticketing ManagerFT$119,711$8,171$127,882

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,003,583
Program Service Revenue
$462,505
Investment Income
$444,725
Other Revenue
$-85,496
All Other Contributions
$976,230
Change in Net Assets
$-303,050

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$103,449Fair Market Value
Total Noncash Contributions2$103,449-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,887,191
Revenue Not Reported on Financial Statements
$-61,874
Revenue Not Reported on Form 990
$350,338
Total Revenue per Audited Statements
$2,237,529
Total Revenue per Form 990
$1,825,317
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,345,931
Salaries, Compensation, and Employee Benefits$782,436
Total Fundraising Expense$215,129
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$246,300$125,473$92,944$464,717
Current Officers, Directors, Trustees, and Key Employees$133,063$67,787$50,212$251,062
All Other Expenses$28,077$64,161$16,465$108,703
Occupancy$40,756$30,568$30,567$101,891
Fees for Services Other$92,400--$92,400
Advertising$69,884--$69,884
Fees for Services Accounting$16,720$40,128$10,032$66,880
Fees for Service Investment Mgmnt Fees$61,874--$61,874
Payroll Taxes$25,855$13,171$9,757$48,783
Other Expenses$35,532--$35,532
Pension Plan Contributions$9,473$4,826$3,575$17,874
Insurance$1,846$4,430$1,108$7,384
Depreciation Depletion$469$469$469$1,407
Total Functional Expenses$1,562,225$351,013$215,129$2,128,367

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,169,651
Expenses per Audited Statements$2,128,367
Total Expenses per Form 990$2,128,367
Expenses Not Reported on Form 990$41,284
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$103,158
Fundraising Gross Income$17,200
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Orchestra Series$44,553$17,200$33,240$-16,040
Total Events$44,553$17,200$103,158$-85,958
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$271,939
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 B, Line 11B

The president and board treasurer review the form before it is filed.

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

Committee chairs monitor compliance with disclosure requirements within their committees. Policies are being developed for pro-active compliance monitoring among officers, directors, and employees at large.

Form 990, Part VI, Section B, Line 15

The board evaluates salaries of executive directors of similar non-profit organizations in the santa barbara area and southern california. The executive director reviews and sets salaries of other employees. The executive director evaluates comparable salaries for other employees.

Form 990, Part VI, Section C, Line 18

Committee chairs monitor compliance with disclosure requirements within their committees. Policies are being developed for pro-active compliance monitoring among officers, directors, and employees at large.

Form 990, Part VI, Section C, Line 19

Committee chairs monitor compliance with disclosure requirements within their committees. Policies are being developed for pro-active compliance monitoring among officers, directors, and employees at large.

Filing and Contact Details

Filer

Filer Name
Community Arts Music Association of
EIN
95-1816010
Phone
8059664324
Address
2060 ALAMEDA PADRE SERRA, SANTA BARBARA, CA 93103

Signing Officer

Name
Elizabeth Alvarez
Title
Director of Development
Phone
8059664324
Signed
2026-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Alvarez
Formed
1983
Legal Domicile
CA
Voting Board Members
25
Independent Board Members
25
Employees
4
Volunteers
50

Preparer

Firm
Nasif Hicks Harris & Co Llp
Address
104 WEST ANAPAMU ST STE B, SANTA BARBARA, CA 93101
Preparer
Mitchell P Thomas
Phone
8059661521
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process has not changed from prior year.

Financial Statement Notes

PART X, LINE 2:

The preparation of financial statements in conformity with u.s. Gaap requires the organization to report information regarding its exposure to various tax positions taken. The organization has evaluated its current tax positions and has concluded that as of may 31, 2025, the organization does not have any significant tax positions for which a reserve would be necessary.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

SPECIAL EVENTS -83,404.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Broker fees -61,874. Special event revenue 103,158.

Raw XML AppendixShowing 400 of 723 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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IRS990/Form990PartVIISectionAGrp/PersonNm0DEBORAH BERTLING
IRS990/Form990PartVIISectionAGrp/PersonNm1NANCY WOOD
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT CASTLE
IRS990/Form990PartVIISectionAGrp/PersonNm3JAN BOWLUS
IRS990/Form990PartVIISectionAGrp/PersonNm4CHRISTINE EMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm5LAUREL ABBOTT
IRS990/Form990PartVIISectionAGrp/PersonNm6TODD A AMSPOKER
IRS990/Form990PartVIISectionAGrp/PersonNm7PEGGY ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm8MARTA BABSON
IRS990/Form990PartVIISectionAGrp/PersonNm9BITSY BECTON BACON
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT BOGHOSIAN
IRS990/Form990PartVIISectionAGrp/PersonNm11STEPHEN CLOUD
IRS990/Form990PartVIISectionAGrp/PersonNm12NANCYBELL COE
IRS990/Form990PartVIISectionAGrp/PersonNm13EDWARD S DELORETO
IRS990/Form990PartVIISectionAGrp/PersonNm14JILL FELBER
IRS990/Form990PartVIISectionAGrp/PersonNm15ROSALIND A FENDON
IRS990/Form990PartVIISectionAGrp/PersonNm16JUDITH L HOPKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm17PATRICIA KAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm18MAHRI KERLEY
IRS990/Form990PartVIISectionAGrp/PersonNm19GEORGE MESSERLIAN
IRS990/Form990PartVIISectionAGrp/PersonNm20ROBERT K MONTGOMERY
IRS990/Form990PartVIISectionAGrp/PersonNm21PATTI OTTOBONI
IRS990/Form990PartVIISectionAGrp/PersonNm22BEN PRINGLE
IRS990/Form990PartVIISectionAGrp/PersonNm23MICHELE SALTOUN
IRS990/Form990PartVIISectionAGrp/PersonNm24JUDITH F SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm25MARK TRUEBLOOD
IRS990/Form990PartVIISectionAGrp/PersonNm26ELIZABETH ALVAREZ
IRS990/Form990PartVIISectionAGrp/PersonNm27JUSTIN RIZZO-WEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm28MICHAEL BELOW
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECOND VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR OF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt28OFFICE AND TICKETING MANAGER
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IRS990/MissionDesc0TO BRING HIGH QUALITY CLASSICAL MUSICIANS FROM AROUND THE GLOBE TO THE SANTA BARBARA AREA TO PERFORM ORCHESTRAL, VOCAL, SOLO INSTRUMENTAL, AND CHAMBER CONCERTS.
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