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Arts, Culture, Humanities : Performing Arts

Santa Barbara Symphony Orchestra Association

Delivering brilliant orchestral concerts in Santa Barbara for over 60 years

90.62

1330 State Street Suite 102
Santa Barbara, CA 93101
tel: (805) 898-9386   Web Site
EIN: 95-2104089

Board Leadership
Janet Garufis
President

CEO
Kevin A. Marvin
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 90.62
  Financial 86.74
  Accountability & Transparency 100.00
This rating was published 02/01/2020 using data provided by the charity on a consolidated pro forma 990 which was verified against 990s received from the IRS.

To enrich our community by creating powerful musical experiences performed with passion and excellence, and by providing indispensable music education and community engagement.

To enrich our community by creating powerful musical experiences performed with passion and excellence, and by providing indispensable music education and community engagement.

Financial

86.74

Accountability & Transparency

100.00

This rating was published 02/01/2020 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
73.6%
  Administrative Expenses 15.0%
  Fundraising Expenses 11.2%
  Fundraising Efficiency $0.18
  Working Capital Ratio (years) 0.67
  Program Expenses Growth 12.2%
  Liabilities to Assets 6.3%
All data for Financial Performance Metrics calculations was provided by Santa Barbara Symphony Orchestra Association on recent 990s filed with the IRS.
Joint Cost Allocation Adjustment applied. Learn more.
All data for Financial Performance Metrics calculations was provided by Santa Barbara Symphony Orchestra Association on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Santa Barbara Symphony Orchestra Association (CA) 90.62
Detroit Symphony Orchestra (MI) 90.85
Utah Symphony & Opera (UT) 92.07
Los Angeles Chamber Orchestra (CA) 85.84
Princeton Symphony Orchestra (NJ) 98.40

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,760,327
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $257,250
   Related Organizations $322,155
   Government Grants $16,000
Total Contributions $2,355,732
   Program Service Revenue $905,249
Total Primary Revenue $3,260,981
   Other Revenue $292,400
TOTAL REVENUE $3,553,381
   
EXPENSES (Adjusted)  
   Program Expenses $2,925,068
   Administrative Expenses $467,108
   Fundraising Expenses $451,553
TOTAL FUNCTIONAL EXPENSES $3,843,729
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-290,348
   
Net Assets $7,026,903

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Concerts $2,092,965 80.4%
Music Education Center $509,948 19.6%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 02/01/2020 90.62
2018-06 11/01/2019 89.39
2017-06 10/01/2018 87.97
2016-06 11/01/2017 85.88
2015-06 08/01/2016 88.45

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 95-2104089
Name in IRS Master File SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION
NTEE Code A69
NTEE Classification Symphony Orchestras
NTEE Type Arts, Culture and Humanities
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (119) Other cultural or historical activities
(90) Cultural performances
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date October, 1959
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$131,346 3.41% Kevin Marvin Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Santa Barbara Symphony Orchestra Association (CA) 90.62
Memphis Symphony Orchestra (TN) 88.92
Saint Paul Chamber Orchestra (MN) 88.84
The American Classical Orchestra (NY) 88.27
Sarasota Orchestra (FL) 93.44

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This charity has an official representative registered with Charity Navigator.

Note: This rating represents consolidated financial data for these organizations:

  • Santa Barbara Symphony Orchestra Association
  • Santa Barbara Symphony Orchestra Endowment Trust (95-6542234)

Charity Contact Info

Santa Barbara Symphony Orchestra Association
1330 State Street
Suite 102
Santa Barbara, CA 93101
tel: (805) 898-9386
EIN: 95-2104089

Visit Web Site

Board Leadership

Janet Garufis
President

CEO

Kevin A. Marvin
Executive Director

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