2025-11-03T12:54:27-06:00 2024-12-31 951777440 GREEN HASSON & JANKS LLP 700 S FLOWER STREET SUITE 3300 LOS ANGELES CA 90017 990 2024-01-01 951525814 MUSIC ACADEMY OF THE WEST MUSI 8059694726 1070 FAIRWAY ROAD SANTA BARBARA CA 93108 MIMI DO CFO & VP OF ADMIN. 8059694726 2025-10-29 1 1 LIZBETH G NEVAREZ P01399868 3108731600 2025-10-29 2024 2025-03-06 01:10:19Z SHAUNA QUILL 1070 FAIRWAY ROAD SANTA BARBARA CA 93108 13873115 0 X WWW.MUSICACADEMY.ORG X 1947 CA TO PROVIDE CLASSICAL MUSICIANS AND AUDIENCES WITH TRANSFORMATIVE EDUCATIONAL AND PERFORMANCE EXPERIENCES. 22 22 89 270 0 0 7123101 5591873 978093 935966 1174194 1672210 15165 65495 9290553 8265544 92500 48750 0 0 4614259 4532298 17281 11250 1918775 8273124 7963394 12997164 12555692 -3706611 -4290148 111989638 115853822 10535156 11870266 101454482 103983556 THE MISSION OF THE MUSIC ACADEMY OF THE WEST IS TO PROVIDE CLASSICALLY TRAINED MUSICIANS AND DIVERSE AUDIENCES WITH TRANSFORMATIVE EDUCATIONAL AND PERFORMANCE EXPERIENCES. 0 0 7556153 48750 649429 MUSIC 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. 1009183 286537 YEAR-ROUND, THE MUSIC ACADEMY CONTINUES ITS COMMITMENT TO MUSIC EDUCATION. THE SING! PROGRAM IS A FREE, AFTER-SCHOOL CHORAL PROGRAM FOR LOCAL ELEMENTARY STUDENTS WHICH AIMS TO INSPIRE PERSONAL GROWTH AND EXPRESSION THROUGH MUSIC. SING! HAD OVER 220 PARTICIPANTS AND HELD PROGRAMS IN 6 LOCAL SANTA BARBARA COUNTY SCHOOLS AND ON THE MUSIC ACADEMY'S MONTECITO CAMPUS, AND PERFORMED CONCERTS IN SANTA BARBARA THEATERS. MUSIC ACADEMY SUPPORTED ALUMNI PROJECTS AND PERFORMANCES VIA THE ALUMNI ENTERPRISE AND PERFORMANCE AWARDS AND FEATURING ALUMNI IN THE FALL MARIPOSA CONCERT SERIES. MUSIC ACADEMY ALSO ENGAGED THE SANTA BARBARA COMMUNITY BY OFFERING ITS CAMPUS SPACES TO LOCAL MUSIC TEACHERS AND PERFORMING ARTS ORGANIZATIONS. 8565336 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 211 0 1 89 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X MIMI DO 8059694726 1070 FAIRWAY ROAD SANTA BARBARA CA 93108 MAURICE SINGER CHAIR 20.00 X X 0 0 0 JERROLD EBERHARDT VICE CHAIR 20.00 X X 0 0 0 PAMELA STROBEL SECRETARY 15.00 X X 0 0 0 HARRISON BAINS DIRECTOR 5.00 X 0 0 0 ELLEN BARGER DIRECTOR 5.00 X 0 0 0 DEAN CARTER DIRECTOR 5.00 X 0 0 0 MALLY CHAKOLA DIRECTOR 5.00 X 0 0 0 CLIVE CHANG DIRECTOR 5.00 X 0 0 0 TED CRONIN DIRECTOR 5.00 X 0 0 0 DAN DOKOS DIRECTOR 5.00 X 0 0 0 RACHEL FINE DIRECTOR 5.00 X 0 0 0 BRIDGET FOREMAN DIRECTOR 5.00 X 0 0 0 ANDREA HEIN DIRECTOR 5.00 X 0 0 0 HEEJUNG KIM DIRECTOR 5.00 X 0 0 0 SUSAN LICHTENSTEIN DIRECTOR 5.00 X 0 0 0 KANDY LURIA BUDGOR DIRECTOR 5.00 X 0 0 0 THOMAS ORLANDO DIRECTOR 5.00 X 0 0 0 JOSH RAMIREZ DIRECTOR 5.00 X 0 0 0 DANNER SCHEFLER DIRECTOR 5.00 X 0 0 0 STEPHANIE SHUMAN DIRECTOR 5.00 X 0 0 0 PATRICK SPENCE DIRECTOR 5.00 X 0 0 0 KELLY TEICH DIRECTOR 5.00 X 0 0 0 MIMI DO CFO & VP OF ADMINISTRATION 40.00 X 220500 0 20652 SHAUNA QUILL PRESIDENT & CEO 40.00 X 367107 0 65627 JOANNE BARNARD CHIEF ADVANCEMENT OFFICER 40.00 X 219408 0 34797 NATHAN BACHHUBER CHIEF ARTISTIC OFFICER (EN 40.00 X 192958 0 15026 TIFFANY DEVRIES DEAN 40.00 X 173185 0 30362 JILL L RODE DIR OF LEGACY GIVING 40.00 X 151940 0 18261 ANAIS PELLEGRINI DIRECTOR OF PHILANTHROPY, MAJOR GIFTS 40.00 X 146650 0 15236 KERRY BLANKENSHIP ALLEN VP OF MARKETING & COMMUNICATIONS 40.00 X 138611 0 13440 MARCIA SWIRES SR DIR FINANCE & ADMINISTRATION 40.00 X 128029 0 22316 KATE OBERJAT SR DIR CONTENT MKTG & DIGITAL EXPERIENCE 40.00 X 113633 0 19142 1852021 0 254859 13 0 1 0 SANTA BARBARA CENTER FOR THE PERFORMING 1214 STATE STREET SANTA BARBARA CA 93101 PERFORMANCE PRODUCTION 255587 SEASONS CATERING 2646 PALMA DRIVE 255 VENTURA CA 93003 CATERING 223752 BROWNSTEIN HYATT FARBER SCHRECK LLP 2646 PALMA DRIVE 255 VENTURA CA 93003 LEGAL 193513 CLASSIC CHARTER PO BOX 288 VISALIA CA 93279 BUS TRANSPORTATION 153636 BRIGHTVIEW LANDSCAPING PO BOX 31001-2463 PASADENA CA 91110 LANDSCAPING 118867 7 254460 6000 5331413 198444 5591873 CONCERTS & RECITALS 900099 559154 559154 VENUE & STUDIO RENTALS 900099 286537 286537 APPLICATION FEES 900099 90275 90275 935966 1668739 1668739 2338 2338 47200 0 47200 47200 47200 5529895 5000 5529912 1512 -17 3488 3471 3471 16775 254460 76147 -59372 -59372 13150 0 13150 13150 4633 0 4633 4633 MISCELLANEOUS 900099 38318 38318 REAL ESTATE INCOME 900099 19228 19228 57546 8265544 935966 0 1737705 48000 48000 750 750 1297623 784881 156145 356597 2592174 1587180 302834 702160 60874 28809 7499 24566 309715 172864 51055 85796 271912 173726 27763 70423 199077 199077 141061 141061 11250 11250 238723 238723 198377 84472 42495 71410 280697 231947 48750 105048 53538 23359 28151 297697 140597 75945 81155 914713 636514 228266 49933 1310872 1302430 1155 7287 344325 119730 141334 83261 1314699 944340 310707 59652 116389 40471 47774 28144 ARTISTIC & EDUCATIONAL 2143397 2136097 550 6750 MEALS & ENTERTAINMENT 19238 11336 4154 3748 CULTIVATION 5734 5734 EQUIPMENT 3270 3270 330077 64384 71685 194008 12555692 8565336 2071581 1918775 1168290 541780 887251 2658828 8036490 7304585 498630 339307 89813 135641 50342335 15709099 35839924 34633236 46113656 49646958 14851396 15852654 4504188 4740833 111989638 115853822 1012019 1101633 1839435 9523137 8929198 10535156 11870266 X 85052553 87651779 16401929 16331777 101454482 103983556 111989638 115853822 X -4290148 6005379 1000000 -186157 X X 0 1 X 1 0 X 8314939 13280926 10074567 7123101 5591873 44385406 8314939 13280926 10074567 7123101 5591873 44385406 9547288 34838118 973045 1726549 1590700 1193244 1718277 7201815 24316 44120 559 13150 82145 54677 14005 145952 37573 57546 309753 51979119 3648973 0.67020 0.68260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48743150 1607630 5894799 5618824 50626755 45704826 359208 6886078 4206962 48743150 52493567 2233091 -6336356 2685476 45704826 43476645 4300950 7007525 2291553 52493567 40150733 1550220 3207930 1432238 43476645 0.98060 0.01940 0.00000 0 0 724914 724914 44127334 13022655 31104679 2195094 1219567 975527 3294993 1466877 1828116 34633236 HEDGE FUNDS 3000990 F PRIVATE EQUITY PARTNERSHIPS 10250858 F OTHER 2600806 F 15852654 X 14149212 6005379 1621 115391 6122391 8026821 238723 238723 8265544 12620138 1621 301548 303169 12316969 238723 238723 12555692 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. 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 APPLICATION AND REGISTRATION MATERIALS INCLUDE A STATEMENT OF THE ACADEMY'S NON-DISCRIMINATION POLICY. SCHEDULE E, PART I, LINE 4 APPLICATION AND ENROLLMENT MATERIALS ASK STUDENTS ABOUT THEIR RACE AND ETHNICITY, BUT RESPONSES ARE VOLUNTARY AND THEY MAY CHOOSE NOT TO DISCLOSE. THE ACADEMY DOES NOT MAINTAIN RECORDS OF FACULTY AND ADMINISTRATIVE STAFF. SCHEDULE E, PART I, LINE 6 SANTA BARBARA COUNTY OFFICE OF ARTS & CULTURE 123 E. ANAPAMU ST. 2ND FL. SANTA BARBARA, CA 93101 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 750 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 5432369 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 5395130 0 0 0 0 0 0 10828249 0 10828249 1 0 0 0 1 0 PART I, LINE 2: RECIPIENTS OF THE ALUMNI ENTERPRISE AWARDS ARE REQUIRED TO SUBMIT PROGRESS REPORTS AT THE END OF EACH QUARTER, AND ONE FINAL REPORT AT THE END OF THE YEAR. REPORTS MUST DETAIL THE ACTIVITIES THAT TOOK PLACE, CHALLENGES FACED AND LESSONS LEARNED, IMPACT ON EXTERNAL CONSTITUENTS AS WELL AS THE PROFESSIONAL DEVELOPMENT OF THE ARTIST, A BUDGET REPORT OF HOW FUNDS WERE SPENT, AND ANY SUPPLEMENTAL INFORMATION FROM THE MEDIA. THE ACADEMY ALSO PROVIDES EDUCATIONAL OPPORTUNITIES AND MENTORSHIP. AN ACADEMY REPRESENTATIVE MAKES EVERY EFFORT TO ATTEND ANY PERFORMANCES/EVENTS/EXHIBITS TO PROVIDE GRANTEES WITH ADDITIONAL SUPPORT AND FEEDBACK. CA GALA 271235 254460 16775 70547 5600 271235 254460 16775 70547 5600 76147 -59372 1 ALUMNI ENTERPRISE AWARDS 1 7000 COMPETITIONS 13 31000 ALUMNI PERFORMANCE AWARD 1 10000 PART I, LINE 2: RECIPIENT OF ALUMNI ENTERPRISE AWARD IS EXPECTED TO SUBMIT AN END-OF-YEAR REPORT ON THE PROJECT: A ONE-TO-TWO PAGE NARRATIVE WITH UPDATES ON GOALS, ACTIVITIES, TIMELINES, PROJECT IMPACT, AND A BREAKDOWN OF THE USE OF AWARD FUNDS. RECIPIENT OF ALUMNI PERFORMANCE AWARD RECEIVES A CASH AWARD AND A PERFORMANCE PRESENTED BY THE MUSIC ACADEMY. WINNERS OF MUSICAL PERFORMANCE COMPETITIONS RECEIVE A CASH AWARD AND AN OPPORTUNITY TO PERFORM A RECITAL AT THE MUSIC ACADEMY. MUSICAL PERFORMANCE COMPETITIONS INCLUDE SOLO PIANO, DUO INSTRUMENTAL, AND MARILYN HORNE SONG COMPETITIONS. X 1 1 X X X X X X 0 0 0 1 0 0 0 0 0 SHAUNA QUILL PRESIDENT & CEO 367107 0 0 0 0 0 2338 0 63289 0 432734 0 0 0 JOANNE BARNARD CHIEF ADVANCEMENT OFFICER 219408 0 0 0 0 0 11500 0 23297 0 254205 0 0 0 MIMI DO CFO & VP OF ADMINISTRATION 220500 0 0 0 0 0 11025 0 9627 0 241152 0 0 0 NATHAN BACHHUBER CHIEF ARTISTIC OFFICER (EN 180963 0 0 0 11995 0 0 0 15026 0 207984 0 0 0 TIFFANY DEVRIES DEAN 173185 0 0 0 0 0 9413 0 20949 0 203547 0 0 0 JILL L RODE DIR OF LEGACY GIVING 151940 0 0 0 0 0 7925 0 10336 0 170201 0 0 0 ANAIS PELLEGRINI DIRECTOR OF PHILANTHROPY, MAJOR GIFT 146650 0 0 0 0 0 6219 0 9017 0 161886 0 0 0 KERRY BLANKENSHIP ALLEN VP OF MARKETING & COMMUNICATIONS 138611 0 0 0 0 0 0 0 13440 0 152051 0 0 0 MARCIA SWIRES SR DIR FINANCE & ADMINISTRATION 128029 0 0 0 0 0 6717 0 15599 0 150345 0 0 0 PART I, LINE 1A SHAUNA QUILL, PRESIDENT AND CEO, RECEIVED HOUSING AS A REQUIRED CONDITION OF EMPLOYMENT AND IS INCLUDED AS PART OF EMPLOYMENT CONTRACT. PART I, LINE 5 INCENTIVES WERE ACCRUED RELATED TO ACHIEVING REVENUE GOALS X 2 4200 FMV X 9 147756 FMV X 1 FMV X WINE BOTTLES 5 28436 FMV X HOSTING EXPENSES 1 9462 FMV X GIFT CERTIFICATES 1 8340 ACV X FLOWERS 1 250 FMV 0 1 1 PART I, COLUMN (B): NONCASH CONTRIBUTIONS ARE LISTED BY TOTAL NUMBER OF DONORS. PART I, LINE 32B: THE ACADEMY USED AN AUTOMOBILE DONATION COMPANY AND AN ONLINE AUCTION COMPANY TO PROCESS SALES OF NON-CASH ITEMS FOR WHICH THE ACADEMY WAS THE RECIPIENT OF THE NET PROCEEDS. 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. 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.