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Nonprofit · EIN 47-1410061

SAN LUIS OBISPO MASTER CHORALE

Tax-exempt · ATASCADERO, CA 93422

Financials

$253K$178K2023$300K$238K2024
Revenue Expenses · by fiscal year end
Financials of SAN LUIS OBISPO MASTER CHORALE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$299,577$238,390$61,187$558,677$3,107$555,570
June 30, 2024990$253,300$177,548$75,752$497,836$11,137$486,699
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$206,096
of which government grants
$10,257
Membership dues
$27,565
Program service revenue
$71,782
Investment income
$21,416
Net gain from sales of assets
$173
Other revenue
$283

Expenses

Grants and similar amounts paid
$8,220
Compensation of officers, directors and key employees
$41,548
Other salaries and wages
$66,000
Salaries, compensation and benefits (total)
$117,325
Professional fundraising fees
$0
Accounting fees
$6,445
Program services (functional)
$226,714
Management and general (functional)
$5,869
Fundraising (functional)
$5,807

Balance sheet and other

Total assets, start of year
$497,836
Total assets, end of year
$558,677
Total liabilities, end of year
$3,107
Net assets, end of year
$555,570
Net assets without donor restrictions
$555,570
Gross receipts
$339,305
Employees
59
Volunteers
140
Year formed
2016
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
THOMAS DAVIESMUSIC DIRECTOR/CONDUCTOR (NON-VOTING)
Officer
6$20,496
KATELYN SCHIAVONEEXECUTIVE DIRECTOR (NON-VOTING)
Officer
8$18,146
BRANDON WEBBDIRECTOR
Trustee or director
2$500
JEANNE POTTERPRESIDENT
Trustee or director, Officer
8$0
CAROL NELSON-SELBYVICE PRESIDENT
Trustee or director, Officer
4$0
MARK FUGATETREASURER
Trustee or director, Officer
2$0
BUD ZEUSCHNERSECRETARY
Trustee or director, Officer
2$0
VICKI EWARTDIRECTOR
Trustee or director
2$0
CHUCK HILLDIRECTOR
Trustee or director
2$0
BRIAN LAWLERDIRECTOR
Trustee or director
2$0
MARTI LINDHOLMDIRECTOR
Trustee or director
2$0
ALISON STUARTDIRECTOR
Trustee or director
2$0
CRAIG UPDEGROVEDIRECTOR
Trustee or director
2$0
990 for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
THOMAS DAVIESMUSIC DIRECTOR/CONDUCTOR (NON-VOTING)
Officer
6$17,148
KATELYN SCHIAVONEEXECUTIVE DIRECTOR (NON-VOTING)
Officer
8$16,596
JEANNE POTTERPRESIDENT
Trustee or director, Officer
8$0
CAROL NELSON-SELBYVICE PRESIDENT
Trustee or director, Officer
4$0
MARK FUGATETREASURER
Trustee or director, Officer
2$0
BUD ZEUSCHNERSECRETARY
Trustee or director, Officer
2$0
MIKE BURRELLDIRECTOR
Trustee or director
2$0
VICKI EWARTDIRECTOR
Trustee or director
2$0
CHUCK HILLDIRECTOR
Trustee or director
2$0
MARTI LINDHOLMDIRECTOR
Trustee or director
2$0
CHRISTOPHER TOEWSDIRECTOR
Trustee or director
2$0
CRAIG UPDEGROVEDIRECTOR
Trustee or director
2$0

Address and contacts

Address (IRS master file)
9470 SANTA CLARA RD, ATASCADERO, CA 93422-6230
Mailing address (990-N for 2017)
PO BOX 3318, SAN LUIS OBISPO CA 934033318
Principal officer (990 for 2024)
JEANNE POTTER, PO BOX 3318, SAN LUIS OBISPO, CA 934033318
Principal officer (990-N for 2017)
CLIFTON SWANSON, PO BOX 3318, SAN LUIS OBISPO CA 934033318
Signed the 990
JEANNE POTTER, PRESIDENT
Phone
(805) 538-3311
Return prepared by
GLENN BURDETTE

California records

California keeps its own records of charities and corporations. Search them by EIN 47-1410061 or by the name SAN LUIS OBISPO MASTER CHORALE.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

SAN LUIS OBISPO MASTER CHORALE IS DEDICATED TO THE PRESENTATION OF MAJOR WORKS FOR CHORUS AND ORCHESTRA THROUGH PUBLIC PERFORMANCES AND EDUCATIONAL PROGRAMS

990 for the year ended June 30, 2025

Program accomplishments

  • THE GROUP PRODUCED THREE (3) LARGE-SCALE CONCERT SERIES SHOWCASING A CHOIR OF 120+ VOICES AND A 40-60-PIECE ORCHESTRA, DEPENDING ON THE SPECIFIC CONCERT. THE FALL 2024 CONCERT SERIES PREMIERED A NEW WORK BY LOCAL COMPOSER MEREDITH BRAMMEIER ALONG WITH FAVORITE WORKS BY BACH, BRAHMS, MOZART, ORFF AND OTHERS PERFORMED BY THE SLOMC DURING ITS 40 YEARS OF EXISTENCE. THE SPRING 2025 EVENT WAS A FULL PRODUCTION OF VERDI'S REQUIEM. A DECEMBER 2024 HOLIDAY CONCERT FEATURED SELECTIONS FROM HANDEL'S MESSIAH AS WELL AS SEASONAL SHORT WORKS AND HIGHLIGHTED THE FORBES PIPE ORGAN. FREE-TO-THE-PUBLIC EDUCATIONAL EVENTS ACCOMPANIED THE FALL & SPRING CONCERTS. ADDITIONALLY, IN RECOGNITION OF ITS 40 YEARS OF PRODUCING MASTER WORKS, THE ORGANIZATION SPONSORED A CELEBRATORY DINNER/REUNION OF CURRENT MEMBERS AND ALUMNI ON MARCH 1, 2025.
    Expenses $226,714 · grants $8,220 · revenue $72,065

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
47-1410061
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2016
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$558,677
Income (IRS master file)
$339,305

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$299,577$238,390$558,677XML
990June 2024$253,300$177,548$497,836XML
990June 2023$321,423$186,484$408,963IRS
990June 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2019–––IRS
990-N for 2017
Officer: CLIFTON SWANSON
December 31, 2017≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-1410061).

Questions about SAN LUIS OBISPO MASTER CHORALE

What is the EIN of SAN LUIS OBISPO MASTER CHORALE?
The employer identification number (EIN) of SAN LUIS OBISPO MASTER CHORALE is 47-1410061.
Is SAN LUIS OBISPO MASTER CHORALE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to SAN LUIS OBISPO MASTER CHORALE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SAN LUIS OBISPO MASTER CHORALE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SAN LUIS OBISPO MASTER CHORALE due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SAN LUIS OBISPO MASTER CHORALE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of SAN LUIS OBISPO MASTER CHORALE?
The 990 for the year ended June 30, 2025 names JEANNE POTTER.
Who are the officers and directors of SAN LUIS OBISPO MASTER CHORALE?
The 990 for the year ended June 30, 2025 lists 13 people; 3 received compensation from the organization, the highest $20,496 (THOMAS DAVIES, MUSIC DIRECTOR/CONDUCTOR (NON-VOTING)).
How much revenue does SAN LUIS OBISPO MASTER CHORALE have?
On its 990 for the year ended June 30, 2025 it reported revenue of $299,577, expenses of $238,390 and total assets of $558,677 at year end.

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