2026-05-15T20:45:38-05:00 2025-06-30 931474593 Miller CPA Group PC 2131 Palomar Airport Road Suite 226 Carlsbad CA 920111433 990 2024-07-01 952104089 SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION SANT 8058989386 1330 STATE STREET 102 SANTA BARBARA CA 93101 CHRISTOPHER D HARRIS TREASURER 8058989386 2026-05-15 1 0 Alana Tamara Miller CPA P01584147 7606838630 2026-05-14 2024 2025-03-06 01:10:19Z CHRISTOPHER D HARRIS 1330 STATE STREET 102 SANTA BARBARA CA 93101 5908386 0 X WWW.THESYMPHONY.ORG X 1953 CA 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. 20 20 198 160 0 0 1886845 4441574 1215008 1372103 98037 60893 50111 -920 3250001 5873650 0 0 0 0 2509945 2749852 0 0 873644 1349388 1556344 3859333 4306196 -609332 1567454 3320400 4891770 876068 881756 2444332 4010014 X SEE SCHEDULE O 0 0 2384161 SEE SCHEDULE O 408535 SEE SCHEDULE O 2792696 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 0 0 1 37 0 198 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X NATASHA MILLER-ZAHN 8058980316 1330 STATE STREET 102 SANTA BARBARA CA 93101 JANET GARUFIS BOARD CHAIR 2.00 0.00 X X 0 0 0 CHRIS HARRIS BOARD TREASURER 2.00 0.00 X X 0 0 0 MICHELLE RICHARDSON BOARD SECRETARY 1.00 0.00 X X 0 0 0 TODD ALDRICH DIRECTOR 2.00 0.00 X X 0 0 0 DAN BURNHAM DIRECTOR 1.00 0.00 X 0 0 0 SARAH CHRISMAN DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN ERICKSON DIRECTOR 1.00 0.00 X 0 0 0 DAVIS FANSLER DIRECTOR 1.00 0.00 X 0 0 0 DON GILMAN EDD DIRECTOR 1.00 0.00 X 0 0 0 SAM HEDGPETH DIRECTOR 1.00 0.00 X 0 0 0 PALMER JACKSON JR DIRECTOR 1.00 0.00 X 0 0 0 RACHEL KAGANOFF DIRECTOR 1.00 0.00 X 0 0 0 GEORGE KONSTANTINOW PH D DIRECTOR 1.00 0.00 X 0 0 0 ROBERT KOENIG DIRECTOR 1.00 0.00 X 0 0 0 ISABELLE MEYER STAPF DIRECTOR 1.00 0.00 X 0 0 0 JIM MOOY DIRECTOR 1.00 0.00 X 0 0 0 ANNE SAGE DIRECTOR 1.00 0.00 X 0 0 0 HOWARD J SMITH DIRECTOR 1.00 0.00 X 0 0 0 MIKE WEEMS DIRECTOR 1.00 0.00 X 0 0 0 ROBERT WEINMAN PHD DIRECTOR 1.00 0.00 X 0 0 0 KATHRYN R MARTIN PRESIDENT & CEO 40.00 0.00 X 199066 0 21128 NIR KABARETTI MUSIC & ARTISTIC DIRECTOR, EX-OFFICIO DIRECTOR 40.00 0.00 X 185219 0 23749 NATASHA MILLER-ZAHN VP OF FINANCE 40.00 0.00 X 127953 0 7345 512238 0 52222 3 1 1 0 0 57767 330986 4052821 634671 4441574 CONCERT REVENUE 711130 1301623 1301623 TUITION REVENUE 711130 70480 70480 1372103 60893 60893 18566 57767 34736 -16170 -16170 OTHER INCOME 711190 15250 15250 15250 5873650 1372103 0 59973 594641 211225 237857 145559 1886310 1487638 76915 321757 15437 3959 10564 914 87839 26247 27377 34215 165625 110738 22621 32266 620 620 35935 35935 245166 84422 4905 155839 175202 117206 57996 130295 32324 58964 39007 108347 4428 103919 26154 5714 3304 17136 8459 433 6496 1530 15500 15500 21651 2941 18710 DIRECT PROGRAM EXPENSES 694760 678656 16104 MISCELLANEOUS 94255 11265 31669 51321 4306196 2792696 639856 873644 239351 298611 199910 1443781 767795 1642774 32240 10300 88045 91387 1861405 1288762 131654 116155 3320400 4891770 201177 213929 674891 667827 876068 881756 X 1644297 2217240 800035 1792774 2444332 4010014 3320400 4891770 1567454 613 -2385 0 X 0 0 1 0 X 4471848 3252030 3483555 1918421 4441574 17567428 641988 1103522 1215008 1372103 4332621 4471848 3894018 4587077 3133429 5813677 21900049 0 0 0 21900049 265 317 14428 98037 60893 173940 265 317 14428 98037 60893 173940 104571 18535 15250 138356 4472113 3894335 4706076 3250001 5889820 22212345 0.98590 0.98680 0.00780 0.00630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7065970 803229 330986 52509 7485704 6589785 849736 323551 50000 7065970 6203384 76100 396890 51172 35417 6589785 6619884 1000000 -671804 468196 250000 26500 6203384 5926100 330000 805929 0 442145 0 6619884 0.18000 0.61000 0.21000 0 1 1 0 INVESTMENTS 1288762 F 1288762 Part V, Line 4: 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. OCTOBER - MARCH HOME CONCERTS 38296 30596 7700 2025 9250 4750 SALUTE TO VIENNA 22037 21671 366 10 6709 5208 2896 2 16000 5500 10500 3888 76333 57767 18566 2035 19847 5208 7646 34736 -16170 0 0 0 0 0 0 0 0 0 KATHRYN R MARTIN PRESIDENT & CEO 198310 0 0 0 756 0 0 0 21128 0 220194 0 0 0 NIR KABARETTI MUSIC & ARTISTIC DIRECTOR, EX-OFFICI 185219 0 0 0 0 0 5863 0 17886 0 208968 0 0 0 JANET GARUFIS BOARD CHAIR 55000 DONATION 0 PART IV LINE 1 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. X 3 534671 FMV X IN KIND OTHER 8 100000 FMV 0 0 0 Part I, Column (b): GRANADA THEATER IN KIND FOR VENUE RENTAL 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. SANTA BARBARA SYMPHONY ENDOWMENT TRUST 1330 STATE STREET SANTA BARBARA CA 93101 956542234 MANAGES CONTRIBUTIONS TO PROVIDE SUPPORT CA 501(c)(3) Line 12a, I SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SANTA BARBARA SYMPHONY ENDOWMENT TRUST C 330986 FMV