Santa Cruz Baroque Festival
Nonprofit profile at a glance
- EIN
- 942705719
- IRS 990-EZ coverage
- 2021–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2020
- Location
- Santa Cruz, CA, USA
- Phone
- 4085125545
- Rating
- 68
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $51,213
- Expenses
- $40,114
- Assets
- $26,872
- Liabilities
- $908
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- Brian Johnston (Co-President)
- Vlada Moran (Co-President)
- Christopher Smith (Vice President)
People named in this filing
- Brian Johnston (Co-President)
- Vlada Moran (Co-President)
- Christopher Smith (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
To promote music education through a concert series of primarily 17th and 18th century music, attempting to present it as close as possible to the original performances. Our programs both familiar and lesser know works, and we engage musicians who specialize in early music, many from central California, as well as national and international artists. We also occasionally collaborate with other non-profit organizations on larger projects. We also conduct a Youth Chamber Music Competition for groups up to high school age.
What it reported doing in 2024
Presented a concert series of four concerts, including lectures, featuring 18th century music and 19th century music. Estimate approximately 425 attendees (fewer that usual because there was one fewer concert). These events advance our goal of educating attendees about early music and its context in time. Concerts included organ music, cantatas, chamber music, and choral music. The last two concerts featured Baroque and Romantic music, exploring the similarities and differences between them.
Operating model
- Revenue model
- Donor-supported. 61% 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
SUPPORTED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 48
- Transparency & Controls: 100
- Sustainability: 55
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 44.1%; rating input score 44
- Program expense ratio: 56%; rating input score 56
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: 21.7%; rating input score 75; 75th percentile among comparable filings
- Total-asset coverage ratio: 0.67; rating input score 36; 36th percentile among comparable filings
- Liabilities to assets ratio: 0.03; rating input score 23; 23rd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -21.9% per year; rating input score 0; 17th percentile among comparable filings
- Revenue growth: -6.9% per year; rating input score 0; 30th percentile among comparable filings
- Asset growth: 12.1% per year; rating input score 100; 76th percentile among comparable filings
Details
- Where the money goes: 44.1% of revenue deployed · 56% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $22K in reported program spending
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2021 to 2024
- Contacts: How to reach this organization
- 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 44/100.
- Review — Financial Efficiency: Program expense ratio scored 56/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 36/100.
- High — Sustainability: Liabilities to assets ratio scored 23/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.