Nonprofit · EIN 23-7172087
MOZART FESTIVAL ASSOCIATION
Tax-exempt · SN LUIS OBISP, CA 93406
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,317,226 | $1,195,770 | $121,456 | $427,565 | $42,531 | $385,034 |
| September 30, 2024 | 990 | $990,429 | $1,000,678 | -$10,249 | $333,974 | $84,888 | $249,086 |
| September 30, 2023 | 990 | $1,001,533 | $994,692 | $6,841 | $286,056 | $40,573 | $245,483 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $890,551
- Program service revenue
- $419,617
- Investment income
- $170
- Net income from sales of inventory
- $6,888
- Other revenue
- $6,888
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $115,500
- Other salaries and wages
- $310,366
- Salaries, compensation and benefits (total)
- $483,970
- Professional fundraising fees
- $0
- Accounting fees
- $3,079
- Occupancy
- $71,983
- Travel
- $55,601
- Program services (functional)
- $907,765
- Management and general (functional)
- $136,561
- Fundraising (functional)
- $151,444
Balance sheet and other
- Total assets, start of year
- $333,974
- Total assets, end of year
- $427,565
- Total liabilities, end of year
- $42,531
- Net assets, end of year
- $385,034
- Publicly traded securities
- $191,807
- Net assets without donor restrictions
- $385,034
- Gross receipts
- $1,331,067
- Employees
- 90
- Volunteers
- 35
- Year formed
- 1971
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LLOYD TANNER | EXECUTIVE DIRECTOR Key employee, Highest-paid employee | 40 | $115,500 |
| PAULA DELAY | DIRECTOR Trustee or director | 10 | $0 |
| LEN JARROTT | DIRECTOR Trustee or director | 10 | $0 |
| PETER PETERSEN | DIRECTOR Trustee or director | 10 | $0 |
| MARTI LINDHOLM | DIRECTOR Trustee or director | 10 | $0 |
| SUZAN BOATMAN | DIRECTOR Trustee or director | 10 | $0 |
| BEVERLY COHEN | DIRECTOR Trustee or director | 10 | $0 |
| JIM HALE | TREASURER Trustee or director, Officer | 10 | $0 |
| JO ANNE MILLER | PAST PRESIDENT Trustee or director, Officer | 10 | $0 |
| JERI CORGILL | PRESIDENT Trustee or director, Officer | 10 | $0 |
| JULIANE MCADAM | SECRETARY Trustee or director, Officer | 10 | $0 |
| YVONNE SMITH | DIRECTOR Trustee or director | 10 | $0 |
| MARY BETH STARZEL | DIRECTOR Trustee or director | 10 | $0 |
990 for the year ended September 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LLOYD TANNER | EXECUTIVE DIRECTOR Officer | 40 | $115,500 |
| PAULA DELAY | DIRECTOR Trustee or director | 10 | $0 |
| LEN JARROTT | DIRECTOR Trustee or director | 10 | $0 |
| PETER PETERSEN | DIRECTOR Trustee or director | 10 | $0 |
| MARTI LINDHOLM | DIRECTOR Trustee or director | 10 | $0 |
| SUZAN BOATMAN | DIRECTOR Trustee or director | 10 | $0 |
| BEVERLY COHEN | DIRECTOR Trustee or director | 10 | $0 |
| JIM HALE | TREASURER Officer | 10 | $0 |
| JO ANNE MILLER | PAST PRESIDENT Officer | 10 | $0 |
| JERI CORGILL | PRESIDENT Officer | 10 | $0 |
| JULIANE MCADAM | SECRETARY Officer | 10 | $0 |
990 for the year ended September 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LLOYD TANNER | EXECUTIVE DIRECTOR Key employee | 40 | $108,937 |
| PAULA DELAY | DIRECTOR Trustee or director | 10 | $0 |
| LEN JARROTT | DIRECTOR Trustee or director | 10 | $0 |
| PETER PETERSEN | DIRECTOR Trustee or director | 10 | $0 |
| MARTI LINDHOLM | DIRECTOR Trustee or director | 10 | $0 |
| JIM HALE | DIRECTOR Trustee or director | 10 | $0 |
| SUZAN BOATMAN | DIRECTOR Trustee or director | 10 | $0 |
| BEVERLY COHEN | DIRECTOR Trustee or director | 10 | $0 |
| EDIE LYCKE | PAST PRESIDENT Officer | 10 | $0 |
| JO ANNE MILLER | PRESIDENT Officer | 10 | $0 |
| JERI CORGILL | VICE PRESIDENT Officer | 10 | $0 |
| MARIA CARANO | TREASURER Officer | 10 | $0 |
| JULIANE MCADAM | SECRETARY Key employee | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 311, SN LUIS OBISP, CA 93406-0311
- Principal officer (990 for 2024)
- LLOYD TANNER, PO BOX 311, SAN LUIS OBISPO, CA 93406
- Signed the 990
- LLOYD TANNER, EXECUTIVE DIRECTOR
- Phone
- (805) 781-7008
- Website
- FESTIVALMOZAIC.ORG
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7172087 or by the name MOZART FESTIVAL ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE TO THE PUBLIC MUSICAL AND EDUCATIONAL OPPORTUNITIES THROUGH THE ORGANIZATION, DIRECTION AND PRODUCTION OF MUSICAL ENTERTAINMENT
Program accomplishments
- PRODUCE & PERFORM CLASSICAL MUSIC CONCERTS IN SLO COUNTY DURING THE YEAR TO INCREASE UNDERSTANDING & APPRECIATION OF CLASSICAL MUSIC. NUMERIOUS CONCERTS, PUBLIC EVENTS, AND MULTIPLE LECTURES ON CLASSICAL MUSIC TOPICS, ESTIMATED ATTENDANCE 3000Expenses $907,765 · revenue $1,317,226
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 23-7172087
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1972
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A68Z)
- Assets (IRS master file)
- $427,565
- Income (IRS master file)
- $1,331,067
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,317,226 | $1,195,770 | $427,565 | XML |
| 990 | September 2024 | $990,429 | $1,000,678 | $333,974 | XML |
| 990 | September 2023 | $1,001,533 | $994,692 | $286,056 | XML |
| 990 | September 2022 | $857,170 | $979,914 | $300,054 | IRS |
| 990 | September 2021 | – | – | – | IRS |
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 23-7172087).
Questions about MOZART FESTIVAL ASSOCIATION
- What is the EIN of MOZART FESTIVAL ASSOCIATION?
- The employer identification number (EIN) of MOZART FESTIVAL ASSOCIATION is 23-7172087.
- Is MOZART FESTIVAL ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to MOZART FESTIVAL ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MOZART FESTIVAL ASSOCIATION 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 MOZART FESTIVAL ASSOCIATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MOZART FESTIVAL ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of MOZART FESTIVAL ASSOCIATION?
- The 990 for the year ended September 30, 2025 names LLOYD TANNER.
- Who are the officers and directors of MOZART FESTIVAL ASSOCIATION?
- The 990 for the year ended September 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $115,500 (LLOYD TANNER, EXECUTIVE DIRECTOR).
- How much revenue does MOZART FESTIVAL ASSOCIATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,317,226, expenses of $1,195,770 and total assets of $427,565 at year end.
Other nonprofits in SN LUIS OBISP
- SAN LUIS OBISPO REPERTORY THEATRE EIN 95-2556678 · last filed 990 for 2025
- SAN LUIS OBISPO SYMPHONY INC EIN 95-2493144 · last filed 990 for 2025
- FOUNDATION FOR THE PERFORMING ARTS CENTER EIN 77-0129605 · last filed 990 for 2025
- SAN LUIS OBISPO MUSEUM OF ART EIN 95-6134270 · last filed 990 for 2025
- CENTRAL COAST STATE PARKS ASSOCIATION EIN 51-0198869 · last filed 990 for 2025
- SAN LUIS OBISPO CHILDRENS MUSEUM EIN 77-0261830 · last filed 990 for 2024
- RACE MATTERS SLO COUNTY EIN 86-1879181 · last filed 990 for 2023
- BALLET THEATRE SAN LUIS OBISPO EIN 20-8393945 · last filed 990-EZ for 2025
All nonprofits in SN LUIS OBISP · California · Arts, culture and humanities