SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION (EIN 95-2104089)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202601359349316045
- Schema version
- 2024v5.5
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T20:45:38-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931474593 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Miller CPA Group PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2131 Palomar Airport Road Suite 226 | AddressLine1Txt |
| City | Carlsbad | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920111433 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952104089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA SYMPHONY ORCHESTRA | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8058989386 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 STATE STREET 102 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER D HARRIS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8058989386 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alana Tamara Miller CPA | PreparerPersonNm |
| PTIN | P01584147 | PTIN |
| Phone | 7606838630 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER D HARRIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 STATE STREET 102 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,908,386 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THESYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE SANTA BARBARA SYMPHONY IS TO ENRICH THE LIVES OF SANTA BARBARA RESIDENTS BY PRODUCING THE HIGHEST-QUALITY MUSICAL EXPERIENCES, ACCESSIBLE TO THE ENTIRE COMMUNITY, AND TO INSPIRE A PASSION FOR SYMPHONIC MUSIC IN THE NEXT GENERATION OF AUDIENCE MEMBERS, MUSICIANS, AND FUNDERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 198 | TotalEmployeeCnt |
| Total Volunteers | 160 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,886,845 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,441,574 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,215,008 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,372,103 | CYProgramServiceRevenueAmt |
| PY Investment Income | $98,037 | PYInvestmentIncomeAmt |
| CY Investment Income | $60,893 | CYInvestmentIncomeAmt |
| PY Other Revenue | $50,111 | PYOtherRevenueAmt |
| CY Other Revenue | -$920 | CYOtherRevenueAmt |
| PY Total Revenue | $3,250,001 | PYTotalRevenueAmt |
| CY Total Revenue | $5,873,650 | 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 | $2,509,945 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,749,852 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $873,644 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,349,388 | PYOtherExpensesAmt |
| CY Other Expenses | $1,556,344 | CYOtherExpensesAmt |
| PY Total Expenses | $3,859,333 | PYTotalExpensesAmt |
| CY Total Expenses | $4,306,196 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$609,332 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,567,454 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,320,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,891,770 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $876,068 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $881,756 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,444,332 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,010,014 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,384,161 | ExpenseAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $408,535 | ExpenseAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,792,696 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | 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 | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 198 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATASHA MILLER-ZAHN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8058980316 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 STATE STREET 102 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JANET GARUFIS | ||||||||
| BOARD CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRIS HARRIS | ||||||||
| BOARD TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHELLE RICHARDSON | ||||||||
| BOARD SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TODD ALDRICH | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAN BURNHAM | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH CHRISMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN ERICKSON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVIS FANSLER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DON GILMAN EDD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SAM HEDGPETH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PALMER JACKSON JR | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL KAGANOFF | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE KONSTANTINOW PH D | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT KOENIG | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ISABELLE MEYER STAPF | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM MOOY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE SAGE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD J SMITH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE WEEMS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT WEINMAN PHD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN R MARTIN | ||||||||
| PRESIDENT & CEO | 40.00 | 0.00 | Yes (X) | $199,066 | $0 | $21,128 | ||
| NIR KABARETTI | ||||||||
| MUSIC & ARTISTIC DIRECTOR, EX-OFFICIO DIRECTOR | 40.00 | 0.00 | $185,219 | $0 | $23,749 | Yes (X) | ||
| NATASHA MILLER-ZAHN | ||||||||
| VP OF FINANCE | 40.00 | 0.00 | $127,953 | $0 | $7,345 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $512,238 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $52,222 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $57,767 | FundraisingAmt |
| Related Organizations | $330,986 | RelatedOrganizationsAmt |
| All Other Contributions | $4,052,821 | AllOtherContributionsAmt |
| Noncash Contributions | $634,671 | NoncashContributionsAmt |
| Total Contributions | $4,441,574 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCERT REVENUE | 711130 | $1,301,623 | $1,301,623 |
| TUITION REVENUE | 711130 | $70,480 | $70,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,372,103 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,893 | TotalRevenueColumnAmt |
| Exclusion | $60,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $18,566 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $57,767 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $34,736 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,170 | TotalRevenueColumnAmt |
| Exclusion | -$16,170 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 711190 | BusinessCd |
| Total Revenue Column | $15,250 | TotalRevenueColumnAmt |
| Exclusion | $15,250 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,250 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,873,650 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,372,103 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $59,973 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,641 | TotalAmt |
| Program Services | $211,225 | ProgramServicesAmt |
| Management And General | $237,857 | ManagementAndGeneralAmt |
| Fundraising | $145,559 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,886,310 | TotalAmt |
| Program Services | $1,487,638 | ProgramServicesAmt |
| Management And General | $76,915 | ManagementAndGeneralAmt |
| Fundraising | $321,757 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,437 | TotalAmt |
| Program Services | $3,959 | ProgramServicesAmt |
| Management And General | $10,564 | ManagementAndGeneralAmt |
| Fundraising | $914 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,839 | TotalAmt |
| Program Services | $26,247 | ProgramServicesAmt |
| Management And General | $27,377 | ManagementAndGeneralAmt |
| Fundraising | $34,215 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,625 | TotalAmt |
| Program Services | $110,738 | ProgramServicesAmt |
| Management And General | $22,621 | ManagementAndGeneralAmt |
| Fundraising | $32,266 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620 | TotalAmt |
| Management And General | $620 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,935 | TotalAmt |
| Management And General | $35,935 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,166 | TotalAmt |
| Program Services | $84,422 | ProgramServicesAmt |
| Management And General | $4,905 | ManagementAndGeneralAmt |
| Fundraising | $155,839 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,202 | TotalAmt |
| Program Services | $117,206 | ProgramServicesAmt |
| Fundraising | $57,996 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,295 | TotalAmt |
| Program Services | $32,324 | ProgramServicesAmt |
| Management And General | $58,964 | ManagementAndGeneralAmt |
| Fundraising | $39,007 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,347 | TotalAmt |
| Program Services | $4,428 | ProgramServicesAmt |
| Management And General | $103,919 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,154 | TotalAmt |
| Program Services | $5,714 | ProgramServicesAmt |
| Management And General | $3,304 | ManagementAndGeneralAmt |
| Fundraising | $17,136 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,459 | TotalAmt |
| Program Services | $433 | ProgramServicesAmt |
| Management And General | $6,496 | ManagementAndGeneralAmt |
| Fundraising | $1,530 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,500 | TotalAmt |
| Program Services | $15,500 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,651 | TotalAmt |
| Program Services | $2,941 | ProgramServicesAmt |
| Management And General | $18,710 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| DIRECT PROGRAM EXPENSES | $694,760 | $678,656 | $16,104 | |
| MISCELLANEOUS | $94,255 | $11,265 | $51,321 | $31,669 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,306,196 | TotalAmt |
| Program Services | $2,792,696 | ProgramServicesAmt |
| Management And General | $639,856 | ManagementAndGeneralAmt |
| Fundraising | $873,644 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,351 | BOYAmt |
| EOY | $298,611 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,910 | BOYAmt |
| EOY | $1,443,781 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $767,795 | BOYAmt |
| EOY | $1,642,774 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,240 | BOYAmt |
| EOY | $10,300 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,045 | BOYAmt |
| EOY | $91,387 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,861,405 | BOYAmt |
| EOY | $1,288,762 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,654 | BOYAmt |
| EOY | $116,155 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,320,400 | BOYAmt |
| EOY | $4,891,770 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,177 | BOYAmt |
| EOY | $213,929 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $674,891 | BOYAmt |
| EOY | $667,827 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $876,068 | BOYAmt |
| EOY | $881,756 | 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 | $1,644,297 | BOYAmt |
| EOY | $2,217,240 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800,035 | BOYAmt |
| EOY | $1,792,774 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,444,332 | BOYAmt |
| EOY | $4,010,014 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,320,400 | BOYAmt |
| EOY | $4,891,770 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,567,454 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $613 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$2,385 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,471,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,252,030 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,483,555 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,918,421 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,441,574 | CurrentTaxYearAmt |
| Total | $17,567,428 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $641,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,103,522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,215,008 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,372,103 | CurrentTaxYearAmt |
| Total | $4,332,621 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,471,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,894,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,587,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,133,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,813,677 | CurrentTaxYearAmt |
| Total | $21,900,049 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $21,900,049 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $265 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,037 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,893 | CurrentTaxYearAmt |
| Total | $173,940 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $265 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,037 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,893 | CurrentTaxYearAmt |
| Total | $173,940 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $104,571 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,535 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,250 | CurrentTaxYearAmt |
| Total | $138,356 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,472,113 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,894,335 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,706,076 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,250,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,889,820 | CurrentTaxYearAmt |
| Total | $22,212,345 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98590 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98680 | PublicSupportPY509Pct |
| Investment Income CY | 0.00780 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00630 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,065,970 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $803,229 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $330,986 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $52,509 | AdministrativeExpensesAmt |
| End Year Balance | $7,485,704 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,589,785 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $849,736 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $323,551 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $50,000 | AdministrativeExpensesAmt |
| End Year Balance | $7,065,970 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,203,384 | BeginningYearBalanceAmt |
| Contributions | $76,100 | ContributionsAmt |
| Investment Earnings Or Losses | $396,890 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $51,172 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $35,417 | AdministrativeExpensesAmt |
| End Year Balance | $6,589,785 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,619,884 | BeginningYearBalanceAmt |
| Contributions | $1,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$671,804 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $468,196 | GrantsOrScholarshipsAmt |
| Other Expenditures | $250,000 | OtherExpendituresAmt |
| Administrative Expenses | $26,500 | AdministrativeExpensesAmt |
| End Year Balance | $6,203,384 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,926,100 | BeginningYearBalanceAmt |
| Contributions | $330,000 | ContributionsAmt |
| Investment Earnings Or Losses | $805,929 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $442,145 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $6,619,884 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.61000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| Book Value | $1,288,762 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,288,762 | TotalBookValueSecuritiesAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | THE TRUSTEES OF THE SANTA BARBARA SYMPHONY ENDOWMENT USE THE EARNINGS OF THE ENDOWMENT TO ASSIST IN THE LONG-TERM NEEDS OF THE SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION IN PROVING A QUALITY, IMPACTFUL, MUSICAL PROGRAM IN THE COMMUNITY. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OCTOBER - MARCH HOME CONCERTS | Event1Nm |
| Gross Receipts Event1 | $38,296 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $30,596 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,700 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,025 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $9,250 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $4,750 | OtherDirectExpensesEvent1Amt |
| Event2 | SALUTE TO VIENNA | Event2Nm |
| Gross Receipts Event2 | $22,037 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $21,671 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $366 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $10 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,709 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $5,208 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $2,896 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $16,000 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $5,500 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $10,500 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $3,888 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $76,333 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $57,767 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $18,566 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,035 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $19,847 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,208 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,646 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $34,736 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$16,170 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHRYN R MARTIN | ||||||||||||||
| PRESIDENT & CEO | $198,310 | $0 | $0 | $0 | $756 | $0 | $0 | $0 | $21,128 | $0 | $220,194 | $0 | $0 | $0 |
| NIR KABARETTI | ||||||||||||||
| MUSIC & ARTISTIC DIRECTOR, EX-OFFICI | $185,219 | $0 | $0 | $0 | $0 | $0 | $5,863 | $0 | $17,886 | $0 | $208,968 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET GARUFIS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD CHAIR | RelationshipDescriptionTxt |
| Transaction | $55,000 | TransactionAmt |
| Transaction | DONATION | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV LINE 1 | FormAndLineReferenceDesc |
| Explanation | JANET GARUFIS IS THE CHAIRPERSON AND CEO OF MONTECITO BANK & TRUST. THE ORGANIZATION HAS BANK ACCOUNTS THERE AND THE LINE OF CREDIT IS THROUGH THIS BANK. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $534,671 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | IN KIND OTHER | Desc |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | 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 | GRANADA THEATER IN KIND FOR VENUE RENTAL | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1: | THE MISSION OF THE SANTA BARBARA SYMPHONY IS TO ENRICH THE LIVES OF SANTA BARBARA RESIDENTS BY PRODUCING THE HIGHEST-QUALITY MUSICAL EXPERIENCES, ACCESSIBLE TO THE ENTIRE COMMUNITY, AND TO INSPIRE A PASSION FOR SYMPHONIC MUSIC IN THE NEXT GENERATION OF AUDIENCE MEMBERS, MUSICIANS, AND FUNDERS. |
| FORM 990, PART III, LINE 4A: | NOW IN ITS 73RD YEAR, THE SANTA BARBARA SYMPHONY DELIVERS ARTISTIC EXCELLENCE, FUELS ARTISTIC COLLABORATION, PROVIDES OUTSTANDING MUSIC EDUCATION, AND SERVES AS A CATALYST FOR COMMUNITY PARTNERSHIP ALL THROUGH SYMPHONIC MUSIC. UNDER THE CHARISMATIC LEADERSHIP OF MAESTRO NIR KABARETTI, MUSIC & ARTISTIC DIRECTOR SINCE 2006, THE SYMPHONY IS ONE OF THE REGION'S PREMIER CULTURAL INSTITUTIONS. THIS GLOBALLY ADMIRED CONDUCTOR AND SANTA BARBARA RESIDENT INVIGORATES AUDIENCES AND MUSICIANS ALIKE THROUGH HIS PASSION, CREATIVITY, AND VAST EXPERIENCE. THE SYMPHONY FOSTERS COMMUNITY, CONNECTION, AND BELONGING THROUGH EXPANSIVE SYMPHONIC PROGRAMS: A SEVEN-CONCERT SUBSCRIPTION SERIES (TWO PERFORMANCES EACH MONTH, OCTOBER THROUGH MAY), A NEW YEAR'S EVE POPS CONCERT, AND BOOKINGS THAT INCLUDE A FOURTH OF JULY CONCERT, ALONGSIDE ANCILLARY EVENTS DESIGNED TO BUILD CONNECTIONS BETWEEN THE COMMUNITY, THE MUSICIANS, AND THE MUSIC. THESE INCLUDE INTIMATE HOUSE CONCERTS, OPEN REHEARSALS, FREE MASTERCLASSES, PRE-CONCERT CONVERSATIONS AND LECTURES, MEET-AND-GREETS, ARTIST BACKSTAGE HOSPITALITY BY THE GREEN ROOM GANG VOLUNTEERS, AND MUSICIAN HOUSING HOSTS DRAWN FROM THE COMMUNITY. THE SYMPHONY ALSO CREATES UNIQUE MUSIC EDUCATION INITIATIVES THAT REACH UNDERSERVED POPULATIONS ACROSS THE GREATER SANTA BARBARA REGION. SINCE 2020, THE SYMPHONY HAS BEEN GUIDED BY THE TRIUMVIRATE NIR KABARETTI, MUSIC & ARTISTIC DIRECTOR; KATHRYN R MARTIN, PRESIDENT & CEO; AND JANET GARUFIS, BOARD CHAIR EMPOWERED BY THE BOARD TO TAKE BOLD ACTION. TOGETHER THEY HAVE ESTABLISHED OPERATIONAL RESERVES, ELIMINATED DEBT, BUILT ATTENDANCE, GROWN EARNED AND PHILANTHROPIC REVENUE, AND STRENGTHENED RELATIONSHIPS WITH MUSICIANS, STAFF, BOARD, AND COMMUNITY STAKEHOLDERS. THE SYMPHONY NOW STANDS IN A POSITION OF STABILITY AND STRENGTH, EXPLORING NEW WAYS TO BE AN INDISPENSABLE MEMBER OF THE COMMUNITY. FOR MORE INFORMATION, VISIT WWW.THESYMPHONY.ORG. |
| FORM 990, PART III, LINE 4B: | THE SANTA BARBARA SYMPHONY'S MUSIC EDUCATION PROGRAMS ARE THE ONLY PROGRAMS IN THE REGION TIED TO A PROFESSIONAL SYMPHONY ORCHESTRA. CONNECTING MUSICIANS TO KIDS, KIDS TO MUSIC, AND MUSIC TO THE COMMUNITY, THE SYMPHONY PROVIDES CONSISTENT, HIGH-CALIBER IMPACT THROUGH TWO KEY PROGRAMS: THE MUSIC VAN PROGRAM AND THE YOUTH ENSEMBLES PROGRAM. WITH THE SUPPORT OF SYMPHONY DONORS, BOTH ARE ACCESSIBLE TO ALL STUDENTS, OFFERING NEEDS-BASED TUITION AND PRIVATE LESSON SCHOLARSHIPS, FREE INSTRUMENT LOANS, AND SUBSIDIZED CONCERT TICKETS. MUSIC VAN PROGRAM. DURING THE 2024/25 ACADEMIC YEAR, THE MUSIC VAN A POLKA-DOTTED MOBILE CLASSROOM FILLED WITH EVERY INSTRUMENT FOUND IN A SYMPHONY ORCHESTRA PROVIDED INTERACTIVE, HANDS-ON INSTRUMENT EXPERIENCES TO MORE THAN 1,940 THIRD-GRADE STUDENTS AT 45 SCHOOLS ACROSS SANTA BARBARA COUNTY, DELIVERED IN 97 SESSIONS. THE AGE-APPROPRIATE CURRICULUM INTRODUCES CHILDREN TO THE LOVE OF LEARNING AND JOY OF PLAYING AN INSTRUMENT. THE PROGRAM IS OFFERED FREE TO SCHOOLS AND HELPS MEET A CALIFORNIA MANDATE ESTABLISHED IN 2021, WHICH ENCOURAGES SCHOOLS TO PARTNER WITH LOCAL ORGANIZATIONS TO PROVIDE NINE HOURS PER DAY OF INSTRUCTIONAL TIME, BOTH IN AND OUT OF THE CLASSROOM. IN 2024/25, SCHOOLS SERVED INCLUDED 12 IN SANTA BARBARA UNIFIED SCHOOL DISTRICT, 11 IN GOLETA UNION SCHOOL DISTRICT, 4 IN CARPINTERIA SCHOOL DISTRICT, 3 IN HOPE SCHOOL DISTRICT, AND 15 IN OTHER NORTH AND SOUTH COUNTY DISTRICTS. 25 OF THE SCHOOLS SERVED WERE TITLE I. THROUGH A PARTNERSHIP WITH THE OJAI MUSIC FESTIVAL, THE MUSIC VAN ADDITIONALLY SERVED 4 SCHOOLS IN OJAI, REACHING AN ESTIMATED 250 STUDENTS. YOUTH ENSEMBLES PROGRAM. IN THE 2024/25 ACADEMIC YEAR, THE SYMPHONY'S THREE YOUTH ENSEMBLES THE CAMERATA ENSEMBLE, PHILHARMONIA ORCHESTRA, AND SANTA BARBARA YOUTH SYMPHONY PROVIDED DEDICATED MUSIC EDUCATION AND INSTRUCTION TO 108 STUDENTS IN GRADES 3 THROUGH 12, AN INCREASE OVER THE PRIOR YEAR. OF THE 108 PARTICIPATING STUDENTS, 27 WERE LOW-INCOME AND SUPPORTED BY NEEDS-BASED SCHOLARSHIPS COVERING TUITION, FREE INSTRUMENT LOANS AND REPAIRS, AND PRIVATE LESSONS; OF THOSE, 13 IDENTIFIED AS HISPANIC/LATINX, 5 AS CAUCASIAN, 4 AS MULTIETHNIC/OTHER, AND 3 AS ASIAN/ASIAN-AMERICAN. THE YOUTH ENSEMBLES PROVIDE STUDENTS WITH IMPORTANT LIVE PERFORMANCE OPPORTUNITIES BOTH AS ACTIVE MUSIC-MAKERS AND THROUGH INSPIRATION AND CONNECTION TO THE PROFESSIONAL SYMPHONY. |
| Form 990, Part VI, Section B, line 11b | THE 990 WILL BE REVIEWED BY THE TREASURER AND THE VICE PRESIDENT OF FINANCE AND WILL BE PRESENTED TO THE BOARD OF DIRECTORS FOR ANY COMMENTS AND QUESTIONS. |
| Form 990, Part VI, Section B, line 12c | THE SYMPHONY HAS BOTH A WRITTEN CONFLICT OF INTEREST POLICY AND AN ANNUAL DISCLOSURE OF CONFLICTS. THE GOVERNANCE COMMITTEE OF THE BOARD OVERSEES DISTRIBUTION OF THE POLICY TO NEW BOARD MEMBERS AND THE COLLECTION OF ANNUAL DISCLOSURES OF CONFLICT OF INTEREST. |
| Form 990, Part VI, Section B, line 15 | COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES IS REVIEWED BY THE EXECUTIVE COMMITTEE (EC). THE EC COMMITTEE DOES A SURVEY WITH THE NON-PROFIT LEAGUE AND THE AMERICAN MUSICIAN ORCHESTRA LEAGUE REGARDING COMPENSATION. UPON THEIR RECOMMENDATION FOR AN INCREASE IN COMPENSATION, COMPENSATION WILL BE APPROVED BY THE BOARD OF DIRECTORS. |
| Form 990, Part VI, Section C, line 19 | THE GOVERNING FORMS ARE AVAILABLE FOR INSPECTION AT THE OFFICES OF THE SYMPHONY DURING REGULAR BUSINESS HOURS, SUBJECT TO AN APPOINTMENT MADE THROUGH THE EXECUTIVE DIRECTOR'S OFFICE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA SYMPHONY ENDOWMENT TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 STATE STREET | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956542234 | EIN |
| Primary Activities | MANAGES CONTRIBUTIONS TO PROVIDE SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | 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 | 0 | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA BARBARA SYMPHONY ENDOWMENT TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $330,986 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
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