San Luis Obispo Wind Orchestra Inc
Nonprofit profile at a glance
- EIN
- 770532887
- IRS 990-EZ coverage
- 2012–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2022
- Location
- Arroyo Grande, CA, USA
- Phone
- 8054649434
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Music
Reported finances
- Revenue
- $73,216
- Expenses
- $66,199
- Assets
- $99,224
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- Diane Heath (President)
- Michael Burrell (Vice President)
- Jen Bittick (Executive Director)
People named in this filing
- Diane Heath (President)
- Richard Bolin (Treasurer)
- Michael Burrell (Vice President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The mission of the San Luis Obispo Wind Orchestra is to perform symphonic wind band music in a variety of styles at a professional level. We seek to captivate our audience while providing an opportunity for volunteer musicians to improve, grow and play for the joy of it. We hope to enhance the cultural landscape of our community through our concerts, education and outreach.
What it reported doing in 2024
The San Luis Obispo Wind Orchestra (also know as SLO Winds) captivated audiences by performing a variety of styles at a professional level, while simultaneously providing an opportunity for volunteer musicians to improve, grow and play.
Operating model
- Revenue model
- Donor-supported. 72% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 76
- Transparency & Controls: 100
- Sustainability: 54
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 72.5%; rating input score 73
- Program expense ratio: 80.1%; rating input score 80
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 9.6%; rating input score 61; 61st percentile among comparable filings
- Total-asset coverage ratio: 1.5; rating input score 58; 58th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 42.6%; rating input score 4; 4th percentile among comparable filings
Growth
- Program expense growth: 7.8% per year; rating input score 100; 68th percentile among comparable filings
- Revenue growth: 8.1% per year; rating input score 100; 78th percentile among comparable filings
- Asset growth: 9.3% per year; rating input score 100; 70th percentile among comparable filings
Details
- Where the money goes: 72.5% of revenue deployed · 80.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $53K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Filing history: 8 filing years from 2012 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Sustainability: Total-asset coverage ratio scored 58/100.
- High — Sustainability: Officer compensation ratio scored 4/100.