SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION (EIN 95-2040874)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202321329349309707
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T18:40:45-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 EXECUTIVE DR SUITE 1300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952040874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAN DIEGO SYMPHONY ORCHESTRA | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 6192350800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 SEVENTH AVENUE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA GILMER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6192350800 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTHA | PersonFirstNm |
| Person Last | GILMER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE COLEMAN | PreparerPersonNm |
| PTIN | P01391236 | PTIN |
| Phone | 8586271400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARTHA GILMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 SEVENTH AVENUE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $89,735,300 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SANDIEGOSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1928 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PERFORM CLASSICAL MUSIC & PROVIDE EDUCATIONAL MUSICAL OPPORTUNITIES TO SAN DIEGO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 543 | TotalEmployeeCnt |
| Total Volunteers | 275 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $55,805,566 | PYContributionsGrantsAmt |
| CY Contributions Grants | $70,936,837 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $357,313 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,033,993 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,167 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,455 | CYInvestmentIncomeAmt |
| PY Other Revenue | $511,749 | PYOtherRevenueAmt |
| CY Other Revenue | $5,383,334 | CYOtherRevenueAmt |
| PY Total Revenue | $56,683,795 | PYTotalRevenueAmt |
| CY Total Revenue | $89,363,619 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,933,515 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,425,214 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $43,369 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $46,309 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,541,139 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,703,974 | PYOtherExpensesAmt |
| CY Other Expenses | $23,684,940 | CYOtherExpensesAmt |
| PY Total Expenses | $19,680,858 | PYTotalExpensesAmt |
| CY Total Expenses | $44,156,463 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $37,002,937 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $45,207,156 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $168,111,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $199,800,029 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $74,102,338 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,864,360 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $94,008,775 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $142,935,669 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CHANGING LIVES THROUGH MUSIC | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,907,859 | ExpenseAmt |
| Revenue | $13,033,993 | RevenueAmt |
| Desc | CONCERT EXPENSES: TO PROVIDE EDUCATIONAL AND CULTURAL ENRICHMENT TO THE SAN DIEGO AREA THROUGH LIVE MUSICAL CONCERTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,167,240 | ExpenseAmt |
| Desc | PROMOTION AND BOX OFFICE: TO PROMOTE THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION'S MANY PERFORMANCES, RECEPTIONS AND EVENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $270,930 | ExpenseAmt |
| Desc | EDUCATION OUTREACH: ADMINISTRATIVE AND PLANNING ACTIVITIES IN ASSISTING IN THE DEVELOPMENT OF FUTURE MUSICIANS AND TO BUILD FUTURE AUDIENCES. THE MAJORITY OF EXPENSES RELATING TO EDUCATION PROGRAMS ARE INCLUDED UNDER CONCERT EXPENSE ABOVE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $27,346,029 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 128 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 543 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6192350800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 SEVENTH AVENUE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ALAN PROHASKA | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY C BOGANEY MD FACS | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ARLENE INCH | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BEN CLAY | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER SICKELS | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| COLETTE ROYSTON | |||||||||
| VICE CHAIR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DAVID BIALIS | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID SNYDER | |||||||||
| IMMEDIATE PAST CHAIR | 4.00 | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH PATE | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD SLATE | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EVELYN LAMDEN | |||||||||
| BOARD MEMBER (THRU 9/21) | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK VIZCARRA | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GLORIA STONE | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HAL FUSON | |||||||||
| CHAIR | 4.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| J WILLIAM WEBER | |||||||||
| VICE CHAIR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAMES FITZPATRICK | |||||||||
| BOARD MEMBER (THRU 10/21) | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET GORRIE | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JATHAN SEGUR | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF LIGHT | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN ZYGOWICZ | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIA BROWN | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN DAVIS | |||||||||
| TREASURER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KRIS KOPENSKY | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA PLATT | |||||||||
| SECRETARY | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LISA BEHUN | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LISETTE FARRELL | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIVI SHIVERS | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MITCHELL WOODBURY | |||||||||
| BOARD MEMBER | 4.00 | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| NANCY HONG | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAM CESAK | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PHYLLIS EPSTEIN | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RILEY MIXSON | |||||||||
| BOARD MEMBER (THRU 4/22) | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SAM ERSAN | |||||||||
| VICE CHAIR (THRU 2/22) | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SHERRON SCHUSTER | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY ATKINSON | |||||||||
| VICE CHAIR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| UNA DAVIS | |||||||||
| VICE CHAIR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| WARREN KESSLER | |||||||||
| BOARD MEMBER | 4.00 | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA A GILMER | |||||||||
| C.E.O | 40.00 | 0.20 | $326,937 | $0 | $50,294 | Yes (X) | |||
| MAUREEN CAMPBELL MELVILLE | |||||||||
| C.F.O | 40.00 | 0.00 | $189,784 | $0 | $26,399 | Yes (X) | |||
| LEA SLUSHER | |||||||||
| VICE PRESIDENT OF ARTISTIC PLANNING | 40.00 | 0.00 | $170,319 | $0 | $5,199 | Yes (X) | |||
| CRAIG HALL | |||||||||
| VICE PRESIDENT OF MARKETING & COMMUNICATIONS | 40.00 | 0.00 | $200,000 | $0 | $36,643 | Yes (X) | |||
| JEFF THAYER | |||||||||
| CONCERT MASTER | 40.00 | 0.00 | $197,699 | $0 | $35,164 | Yes (X) | |||
| KATHERINE MCDONALD | |||||||||
| CHIEF OF STAFF | 40.00 | 0.00 | $212,861 | $0 | $18,399 | Yes (X) | |||
| RAFAEL PAYARE TORRES | |||||||||
| MUSIC DIRECTOR | 40.00 | 0.00 | $597,500 | $0 | $57,000 | Yes (X) | |||
| SHERI BROEDLOW | |||||||||
| VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT | 40.00 | 0.00 | $160,376 | $0 | $23,450 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,055,476 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $252,548 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| 4040 - FORTY FORTY EXPERIENCE DESIGN LL | |||||
| 8 DAVIS DRIVE STE D | TIBURON | CA | 94920 | BRANDING AND DESIGN SERVICES | $470,270 |
| OPUS 3 ARTISTS LLC | |||||
| 348 WEST 57TH STREET SUITE 282 | NEW YORK | NY | 10019 | TALENT AGENT | $254,335 |
| ALLEGRA | |||||
| 7515 METROPOLITAN DR 405 | SAN DIEGO | CA | 92108 | MARKETING AND PRINT SOLUTIONS | $202,285 |
| STUDIO ZAUSCHER LLC | |||||
| 4909 RUFFNER ST | SAN DIEGO | CA | 92111 | LIVE VIDEO PRODUCTION AND EVENT STREAMIN | $198,439 |
| BEST VALUE COMMERCIAL CLEANING SERVICE | |||||
| 737 DUORO DRIVE | CHULA VISTA | CA | 91910 | CLEANING SERVICES | $169,790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $395,671 | FundraisingAmt |
| Related Organizations | $5,535,500 | RelatedOrganizationsAmt |
| Government Grants | $13,611,170 | GovernmentGrantsAmt |
| All Other Contributions | $51,394,496 | AllOtherContributionsAmt |
| Noncash Contributions | $528,366 | NoncashContributionsAmt |
| Total Contributions | $70,936,837 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCERT TICKETS | 711190 | $11,778,148 | $11,778,148 |
| OTHER PERFORMANCE REVENUE | 711190 | $1,255,845 | $1,255,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,033,993 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,455 | TotalRevenueColumnAmt |
| Exclusion | $9,455 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,426,969 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,426,969 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,426,969 | TotalRevenueColumnAmt |
| Exclusion | $2,426,969 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,069,777 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $395,671 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $371,681 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $698,096 | TotalRevenueColumnAmt |
| Exclusion | $698,096 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,258,269 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,258,269 | TotalRevenueColumnAmt |
| Exclusion | $2,258,269 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,363,619 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,033,993 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,392,789 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $899,726 | TotalAmt |
| Management And General | $899,726 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,863,259 | TotalAmt |
| Program Services | $11,226,278 | ProgramServicesAmt |
| Management And General | $2,911,778 | ManagementAndGeneralAmt |
| Fundraising | $725,203 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,450,435 | TotalAmt |
| Program Services | $1,363,355 | ProgramServicesAmt |
| Management And General | $62,124 | ManagementAndGeneralAmt |
| Fundraising | $24,956 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,890,822 | TotalAmt |
| Program Services | $1,534,536 | ProgramServicesAmt |
| Management And General | $269,008 | ManagementAndGeneralAmt |
| Fundraising | $87,278 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,320,972 | TotalAmt |
| Program Services | $970,749 | ProgramServicesAmt |
| Management And General | $281,865 | ManagementAndGeneralAmt |
| Fundraising | $68,358 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,292 | TotalAmt |
| Management And General | $241,292 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,162 | TotalAmt |
| Management And General | $222,162 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,309 | TotalAmt |
| Fundraising | $46,309 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,994,833 | TotalAmt |
| Program Services | $6,463,745 | ProgramServicesAmt |
| Management And General | $317,726 | ManagementAndGeneralAmt |
| Fundraising | $2,213,362 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,621,011 | TotalAmt |
| Program Services | $11,014 | ProgramServicesAmt |
| Management And General | $1,562,031 | ManagementAndGeneralAmt |
| Fundraising | $47,966 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $915,704 | TotalAmt |
| Program Services | $508,030 | ProgramServicesAmt |
| Management And General | $373,585 | ManagementAndGeneralAmt |
| Fundraising | $34,089 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,187 | TotalAmt |
| Program Services | $37,862 | ProgramServicesAmt |
| Management And General | $454,325 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,169 | TotalAmt |
| Program Services | $42,169 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,270,535 | TotalAmt |
| Program Services | $619,670 | ProgramServicesAmt |
| Management And General | $650,081 | ManagementAndGeneralAmt |
| Fundraising | $784 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,031 | TotalAmt |
| Program Services | $152,329 | ProgramServicesAmt |
| Management And General | $49,384 | ManagementAndGeneralAmt |
| Fundraising | $2,318 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $826,676 | TotalAmt |
| Management And General | $826,676 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,467,588 | TotalAmt |
| Program Services | $3,026,398 | ProgramServicesAmt |
| Management And General | $1,441,190 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,748 | TotalAmt |
| Management And General | $380,748 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| CREDIT CARD PROCESSING | $570,019 | $478,193 | $91,826 | |
| GRAPHIC DESIGN | $512,750 | $82,750 | $430,000 | |
| PARKING | $321,710 | $321,710 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,601,525 | TotalAmt |
| Program Services | $911,701 | ProgramServicesAmt |
| Management And General | $573,884 | ManagementAndGeneralAmt |
| Fundraising | $1,115,940 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,156,463 | TotalAmt |
| Program Services | $27,346,029 | ProgramServicesAmt |
| Management And General | $12,269,295 | ManagementAndGeneralAmt |
| Fundraising | $4,541,139 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,264,380 | BOYAmt |
| EOY | $11,551,750 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,839,304 | BOYAmt |
| EOY | $6,333,706 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,361,420 | BOYAmt |
| EOY | $30,539,710 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,864 | BOYAmt |
| EOY | $4,021,808 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,288,204 | BOYAmt |
| EOY | $3,335,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $164,831,088 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,792,987 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,068,555 | BOYAmt |
| EOY | $143,038,101 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $948,085 | BOYAmt |
| EOY | $882,053 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,301 | BOYAmt |
| EOY | $97,301 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,111,113 | BOYAmt |
| EOY | $199,800,029 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,474,084 | BOYAmt |
| EOY | $9,280,131 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,838,885 | BOYAmt |
| EOY | $8,983,415 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,887,465 | BOYAmt |
| EOY | $34,181,001 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,901,904 | BOYAmt |
| EOY | $4,419,813 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,102,338 | BOYAmt |
| EOY | $56,864,360 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,748,491 | BOYAmt |
| EOY | $82,117,061 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,260,284 | BOYAmt |
| EOY | $60,818,608 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,008,775 | BOYAmt |
| EOY | $142,935,669 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,111,113 | BOYAmt |
| EOY | $199,800,029 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $45,207,156 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$113,836 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,833,574 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,502,311 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,020,826 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,260,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,805,566 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,936,837 | CurrentTaxYearAmt |
| Total | $209,526,185 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,502,311 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,020,826 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,260,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,805,566 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,936,837 | CurrentTaxYearAmt |
| Total | $209,526,185 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $73,055,836 | SubstantialContributorsTotAmt |
| Public Support Total170 | $136,470,349 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $115,827 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $236,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $768,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $224,710 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,436,424 | CurrentTaxYearAmt |
| Total | $3,781,667 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,863 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $219,876 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $289,729 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $698,096 | CurrentTaxYearAmt |
| Total | $1,313,206 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $254,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,975 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $267,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,477 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,258,269 | CurrentTaxYearAmt |
| Total | $2,895,736 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $217,516,794 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $39,304,518 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62740 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62430 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | GROSS CONCESSION SALES - 2017 AMOUNT: $ 254,774. 2018 AMOUNT: $ 108,975. 2019 AMOUNT: $ 267,241. 2020 AMOUNT: $ 6,477. 2021 AMOUNT: $ 2,258,269. |
| PART II: | THE ORGANIZATION IS CLASSIFIED BY THE IRS AS A 509(A)(2) ORGANIZATION. PART II SCHEDULE A IS COMPLETED FOR PURPOSES OF SCHEDULE B REPORTING AS THE ORGANIZATION MEETS THE 509(A)(1) TESTING. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $7,205,947 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | HISTORICAL MUSICAL INSTRUME | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $948,085 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$28,801 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $32,091 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,140 | AdministrativeExpensesAmt |
| End Year Balance | $882,053 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $808,049 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $185,727 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $39,871 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,820 | AdministrativeExpensesAmt |
| End Year Balance | $948,085 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,000,961 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$147,667 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $39,462 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,783 | AdministrativeExpensesAmt |
| End Year Balance | $808,049 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,009,844 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $35,523 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $38,615 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,791 | AdministrativeExpensesAmt |
| End Year Balance | $1,000,961 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $992,200 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $61,678 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $38,216 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,819 | AdministrativeExpensesAmt |
| End Year Balance | $1,009,844 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,370,000 | OtherCostOrOtherBasisAmt |
| Book Value | $2,370,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,349,347 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,490,980 | DepreciationAmt |
| Book Value | $93,858,367 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,530,272 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,590,878 | DepreciationAmt |
| Book Value | $5,939,394 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,794,012 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,711,129 | DepreciationAmt |
| Book Value | $12,082,883 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,787,457 | OtherCostOrOtherBasisAmt |
| Book Value | $28,787,457 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $143,038,101 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENSION LIABILITY | Desc |
| Amt | $4,419,813 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,419,813 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | MUSIC COLLECTIONS ARE HELD IN PERPETUITY TO PROMOTE AND PRESERVE MUSICAL COMPOSITIONS. |
| PART V, LINE 4: | GENERATE INCOME TO SUPPORT SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION OPERATIONS. |
| PART X, LINE 2: | SDSO AND SDSF ARE BOTH EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. SDSO AND SDSF FOLLOW THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, INCOME TAXES, RELATED TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. SDSO AND SDSF HAVE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AS OF JUNE 30, 2022 AND 2021. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEATER DIRECT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4213 W BURBANK BOULEVARD | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | OUTGOING TELEFUNDING CALLS TO PROSPECTS FOR ANNUAL FUND CONT | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $127,907 | GrossReceiptsAmt |
| Retained By Contractor | $46,309 | RetainedByContractorAmt |
| Net To Organization | $81,598 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $127,907 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $46,309 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $81,598 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,354,757 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $365,784 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $988,973 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $68,210 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $87,039 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $11,166 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $147,518 | OtherDirectExpensesEvent1Amt |
| Event2 | HOME FOR THE HOLIDAYS | Event2Nm |
| Gross Receipts Event2 | $110,691 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $29,887 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $80,804 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $57,748 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $1,465,448 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $395,671 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,069,777 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $68,210 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $87,039 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $11,166 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $205,266 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $371,681 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $698,096 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RAFAEL PAYARE TORRES | ||||||||||||||
| MUSIC DIRECTOR | $597,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $57,000 | $0 | $654,500 | $0 | $0 | $0 |
| MARTHA A GILMER | ||||||||||||||
| C.E.O | $326,937 | $0 | $0 | $0 | $0 | $0 | $43,260 | $0 | $7,034 | $0 | $377,231 | $0 | $0 | $0 |
| CRAIG HALL | ||||||||||||||
| VICE PRESIDENT OF MARKETING & COMMUN | $195,000 | $0 | $5,000 | $0 | $0 | $0 | $19,500 | $0 | $17,143 | $0 | $236,643 | $0 | $0 | $0 |
| JEFF THAYER | ||||||||||||||
| CONCERT MASTER | $197,699 | $0 | $0 | $0 | $0 | $0 | $19,500 | $0 | $15,664 | $0 | $232,863 | $0 | $0 | $0 |
| KATHERINE MCDONALD | ||||||||||||||
| CHIEF OF STAFF | $212,861 | $0 | $0 | $0 | $0 | $0 | $18,000 | $0 | $399 | $0 | $231,260 | $0 | $0 | $0 |
| MAUREEN CAMPBELL MELVILLE | ||||||||||||||
| C.F.O | $189,784 | $0 | $0 | $0 | $0 | $0 | $26,000 | $0 | $399 | $0 | $216,183 | $0 | $0 | $0 |
| SHERI BROEDLOW | ||||||||||||||
| VICE PRESIDENT OF INSTITUTIONAL ADVA | $160,376 | $0 | $0 | $0 | $0 | $0 | $14,515 | $0 | $8,935 | $0 | $183,826 | $0 | $0 | $0 |
| LEA SLUSHER | ||||||||||||||
| VICE PRESIDENT OF ARTISTIC PLANNING | $170,319 | $0 | $0 | $0 | $0 | $0 | $4,800 | $0 | $399 | $0 | $175,518 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | MARTHA GILMER, CEO, PARTICIPATED IN A 457(F) PLAN. NO CONTRIBUTIONS OR DISTRIBUTIONS WERE MADE FOR TAX YEAR 2021. |
| PART I, LINE 7 | BONUSES ARE AWARDED WITHIN A SPECIFIED RANGE AND ARE BASED ON ACHIEVING GOALS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $528,366 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | INDIVIDUALS WHO PAY ANNUAL DUES, AS DETERMINED BY THE BOARD OF DIRECTORS, TO THE ASSOCIATION BECOME MEMBERS FOR THAT FISCAL YEAR. THERE IS ONE CLASS OF MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | AT THE ANNUAL MEMBERS MEETING, MEMBERS VOTE ON THE ELECTION OF DIRECTORS BASED UPON THE EXPIRATION OF EXISTING DIRECTORS' TERMS. PER OUR BYLAWS, THE ASSOCIATION IS AUTHORIZED NUMBER OF DIRECTORS IS 48; 24 OF WHOM SHALL BE SUBJECT TO VOTE BY THE MEMBERS, AND 24 OF WHOM SHALL BE DESIGNATED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT REVIEWS THE FORM 990, THEN THE AUDIT COMMITTEE REVIEWS AND APPROVES. THE ORGANIZATION MAKES THE FINAL VERSION OF THE FORM 990 AVAILABLE TO ALL BOARD MEMBERS THROUGH ITS PORTAL PRIOR TO SUBMISSION TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST QUESTIONNAIRE IS DELIVERED ANNUALLY TO THE BOARD MEMBERS. BOARD MEMBERS ARE ASKED TO BRING POTENTIAL CONFLICTS OF INTEREST TO THE CHIEF EXECUTIVE DIRECT COMMITTEE. THE CHIEF EXECUTIVE DIRECT COMMITTEE REGULARLY DISCUSSES POTENTIAL CONFLICTS & SOME MATTERS ARE BROUGHT TO THE ENTIRE BOARD OF DIRECTORS. IF A CONFLICT OF INTEREST ARISES, SUCH BOARD MEMBER IS NOT PERMITTED TO VOTE ON THE TRANSACTION. CONFLICT OF INTEREST FOR OFFICERS AND KEY EMPLOYEES ARE COVERED IN THE EMPLOYEE HANDBOOK AND IS PROHIBITED. IF A CONFLICT OF INTEREST ARISES IT IS BROUGHT TO THE ATTENTION OF THE EXECUTIVE DIRECTOR AND BOARD IF APPROPRIATE. THERE HAVE BEEN NO INCIDENCES OF CONFLICT DURING THE YEAR ENDING JUNE 30, 2022. FORM 990, PART VI, SECTION B, LINE 14: THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION'S BOARD IS IN THE PROCESS OF ADOPTING A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE CEO IS REVIEWED AND NEGOTIATED BY THE CEO COMPENSATION COMMITTEE AND APPROVED BY THE BOARD. THE PROCESS IS BASED ON COMPARABLE DATA AND IS DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. THIS PROCESS WAS LAST DONE JANUARY 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, THE COMBINED FINANCIAL STATEMENTS OF THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION AND SAN DIEGO SYMPHONY FOUNDATION ARE SUBJECT TO AN ANNUAL INDEPENDENT AUDIT. THE AUDIT REPORT IS AVAILABLE ON THE SAN DIEGO SYMPHONY'S WEBSITE AND IS ALSO AVAILABLE UPON REQUEST. |
| FORM 990, OTHER INFORMATION: | THE ORGANIZATION RECORDED $2,220,067 OF REVENUE RELATED TO THE EMPLOYEE RETENTION TAX CREDIT FOR THE TAX YEAR ENDED JUNE 30, 2022. THE ENTIRE AMOUNT RELATED TO THE PRIOR PERIOD AND IS REPORTED AS A CHANGE IN NET ASSETS PRIOR PERIOD ADJUSTMENT ON FORM 990 PART XI. |
| FORM 990, PART IX, LINE 11G | GUEST ARTIST FEES & EXPENSES: PROGRAM SERVICE EXPENSES 4,115,741. MANAGEMENT AND GENERAL EXPENSES 10,244. FUNDRAISING EXPENSES 2,100. TOTAL EXPENSES 4,128,085. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 2,016,578. MANAGEMENT AND GENERAL EXPENSES 307,482. FUNDRAISING EXPENSES 131,295. TOTAL EXPENSES 2,455,355. CONSTRUCTION COSTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,079,967. TOTAL EXPENSES 2,079,967. MUSIC DIRECTOR CONDUCTING FEE: PROGRAM SERVICE EXPENSES 331,426. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 331,426. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT INTEREST -868,584. OTHER COMPREHENSIVE PENSION GAIN 2,482,091. EMPLOYEE RETENTION TAX CREDIT 2,220,067. |
| FORM 990, PART XII, LINE 2B: | AUDIT FINANCIAL STATEMENTS ARE PREPARED ON A COMBINED BASIS BECAUSE AUDITING STANDARDS SO REQUIRE. HOWEVER A SEPARATE BALANCE SHEET AND STATEMENT OF ACTIVITY FOR EACH MEMBER OF THE COMBINED GROUP IS PRESENTED IN THE AUDITED FINANCIAL STATEMENT REPORT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO SYMPHONY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 SEVENTH AVE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141858753 | EIN |
| Primary Activities | SUPPORT ORGANIZATION TO ASSOCIATION | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12, III | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SAN DIEGO SYMPHONY FOUNDATION | ||
| C | $5,535,500 | CASH |
| SAN DIEGO SYMPHONY FOUNDATION 50000 | ||
| N | FMV | |
| SAN DIEGO SYMPHONY FOUNDATION 50000 | ||
| O | FMV | |
| SAN DIEGO SYMPHONY FOUNDATION 50000 | ||
| R | CASH | |
| SAN DIEGO SYMPHONY FOUNDATION | ||
| L | $306,050 | CASH |
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