Nonprofit · EIN 94-2705719
SANTA CRUZ BAROQUE FESTIVAL
Tax-exempt · SANTA CRUZ, CA 95061
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $51,213 | $40,114 | $11,099 | $26,872 | $908 | $25,964 |
| June 30, 2024 | 990-EZ | $57,561 | $55,820 | $1,741 | $16,051 | $2,065 | $13,986 |
| June 30, 2023 | 990-EZ | $70,050 | $73,153 | -$3,103 | $15,324 | $3,863 | $11,461 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $31,140
- Program service revenue
- $17,964
- Investment income
- $212
- Net income from fundraising events
- $1,482
- Other revenue
- $415
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $12,160
- Occupancy
- $50
- Printing, publications and postage
- $2,287
- Other expenses
- $25,617
- Program services (functional)
- $22,469
Balance sheet and other
- Total assets, start of year
- $16,051
- Total assets, end of year
- $26,872
- Total liabilities, end of year
- $908
- Net assets, end of year
- $25,964
- Cash, savings and investments
- $21,897
- Gross receipts
- $51,811
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brian Johnston | Co-President | 5 | $0 |
| Vlada Moran | Co-President | 6 | $0 |
| Christopher Smith | Vice President | 3 | $0 |
| Rowan ONeal | Treasurer | 3 | $0 |
| Donald Wilson | Secretary | 7 | $0 |
| Jill Perry | Director | 2 | $0 |
| Dorothy Manzo | Director | 3 | $0 |
| Judy Roberts | Director | 4 | $0 |
| Ontario Alexander | Director | 0.5 | $0 |
| Penni Bengtson | Director | 2 | $0 |
| Keith Swenson | Director | 0.5 | $0 |
990-EZ for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathleen Smit | General Manager | 8 | $10,530 |
| Isabella Balbi | Assistant Manager | 2.5 | $2,475 |
| Donald Wilson | Secretary | 8 | $0 |
| Brian Johnston | Co-President | 3 | $0 |
| Christopher Smith | Vice President | 2 | $0 |
| Jill Perry | Director | 3 | $0 |
| Rowan ONeal | Treasurer | 2.5 | $0 |
| Penny Hanna | Co-President | 6 | $0 |
| Vlada Moran | Director | 2.5 | $0 |
| Dorothy Manzo | Director | 2 | $0 |
| Linda Burman-Hall | Artistic Director | 1 | $0 |
990-EZ for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathleen Smit | General Manager | 11 | $9,923 |
| Isabella Balbi | Assistant Manager | 10 | $5,896 |
| John Seales | General Manager | 10 | $4,005 |
| Linda Burman-Hall | Artistic Director | 9 | $2,500 |
| Donald Wilson | Co-President | 8.5 | $0 |
| Brian Johnston | Co-President | 4 | $0 |
| Christopher Smith | Vice President | 3 | $0 |
| Jill Perry | Treasurer | 2.5 | $0 |
| Rowan ONeal | Secretary | 2 | $0 |
| Penny Hanna | Director | 3.5 | $0 |
| Vlada Moran | Director | 2 | $0 |
| Dorothy Manzo | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 482, SANTA CRUZ, CA 95061-0482
- Mailing address (990-N for 2020)
- PO BOX 482, SANTA CRUZ CA 95061
- Principal officer (990-N for 2020)
- Donald Wilson, 1054 N Branciforte Ave, Santa Cruz CA 95062
- Signed the 990-EZ
- Donald Wilson, Treasurer
- Phone
- (408) 512-5545
- Website
- https://scbaroque.org
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2705719 or by the name SANTA CRUZ BAROQUE FESTIVAL.
- 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 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.
Program accomplishments
- 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.Expenses $20,944
- We held Student Vocal Music Competition. The winners divided $1000 in prize money provided by one of our donors, and performed at a concert. We hold this event to support student musicians and display their talents, also giving them a chance to prepare and practice for a concert setting.Expenses $1,525
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 94-2705719
- 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
- 1981
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $26,872
- Income (IRS master file)
- $51,811
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $51,213 | $40,114 | $26,872 | IRS |
| 990-EZ | June 2024 | $57,561 | $55,820 | $16,051 | IRS |
| 990-EZ | June 2023 | $70,050 | $73,153 | $15,324 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-N for 2020 Officer: Donald Wilson | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Keshav Batish | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: Donald K Wilson | June 30, 2019 | ≤ $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 94-2705719).
Questions about SANTA CRUZ BAROQUE FESTIVAL
- What is the EIN of SANTA CRUZ BAROQUE FESTIVAL?
- The employer identification number (EIN) of SANTA CRUZ BAROQUE FESTIVAL is 94-2705719.
- Is SANTA CRUZ BAROQUE FESTIVAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to SANTA CRUZ BAROQUE FESTIVAL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA CRUZ BAROQUE FESTIVAL 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 SANTA CRUZ BAROQUE FESTIVAL 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 SANTA CRUZ BAROQUE FESTIVAL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of SANTA CRUZ BAROQUE FESTIVAL?
- The 990-N for 2020 names Donald Wilson.
- Who are the officers and directors of SANTA CRUZ BAROQUE FESTIVAL?
- The 990-EZ for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does SANTA CRUZ BAROQUE FESTIVAL have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $51,213, expenses of $40,114 and total assets of $26,872 at year end.
Other nonprofits in SANTA CRUZ
- NONPROFITS INSURANCE ALLIANCE OF CALIFORNIA EIN 77-0203935 · last filed 990 for 2024
- ALLIANCE OF NONPROFITS FOR INSURANCE RISK RETENTION GROUP INC EIN 06-1555320 · last filed 990 for 2024
- LAND TRUST OF SANTA CRUZ COUNTY EIN 94-2431856 · last filed 990 for 2025
- ENCOMPASS COMMUNITY SERVICES EIN 23-7275290 · last filed 990 for 2025
- ALLIANCE MEMBER SERVICES INC EIN 06-1555318 · last filed 990 for 2024
- HOUSING MATTERS EIN 77-0126783 · last filed 990 for 2025
- JAIN FOUNDATION EIN 77-0261398 · last filed 990-PF for 2025
- SANTA CRUZ COMMUNITY HEALTH CENTERS EIN 23-7428303 · last filed 990 for 2025