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Arts, Culture, Humanities : Performing Arts

Pacific Symphony

Inspire, engage and serve Orange County through exceptional music performances and education and community programming.

three stars

83.85

17620 Fitch Suite 100
Irvine, CA 92614
tel: (714) 755-5788   Web Site
EIN: 95-3635496

Board Leadership
Joann Leatherby
Board Chair

CEO
John E. Forsyte
President

  Score
(out of 100)
Rating
Overall Score & Rating 83.85 three stars
  Financial 82.78 three stars
  Accountability & Transparency 85.00 three stars
This rating was published 09/03/2019 and includes data from FY2018, the most recent 990 received at that time.

Pacific Symphony was founded in 1978 and is the largest professional American orchestra established in the last 50 years. It was created to provide Orange County with classical music, and today presents more than 100 concerts a year serving some 275,000 residents and visitors. The orchestra performs at the Renée and Henry Segerstrom Concert Hall of the Segerstrom Center for the Arts, and at Pacific Amphitheatre in the summer. Its annual season includes classical, pops, chamber music, family and youth presentations and special events serving the diverse population of the region.

The organization enjoys a 29 consecutive year history of balanced budgets, demonstrating exemplary fiscal management. In advancing a new strategic plan, greater visibility is an organizational objective, which was earnestly advanced in 2018 with an invitational debut at Carnegie Hall in April 2018, a five-city tour to China in May, and a nationally broadcast concert on PBS Great Performances in June 2018

Pacific Symphony was founded in 1978 and is the largest professional American orchestra established in the last 50 years. It was created to provide Orange County with classical music, and today presents more than 100 concerts a year serving some 275,000 residents and visitors. The orchestra performs at the Renée and Henry Segerstrom Concert Hall of the Segerstrom Center for the Arts, and at Pacific Amphitheatre in the summer. Its annual season includes classical, pops, chamber music, family and youth presentations and special events serving the diverse population of the region.

The organization enjoys a 29 consecutive year history of balanced budgets, demonstrating exemplary fiscal management. In advancing a new strategic plan, greater visibility is an organizational objective, which was earnestly advanced in 2018 with an invitational debut at Carnegie Hall in April 2018, a five-city tour to China in May, and a nationally broadcast concert on PBS Great Performances in June 2018

Impact Information

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This impact information is current as of March 2020, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

three stars

82.78

Accountability & Transparency

three stars

85.00

This rating was published 09/03/2019 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)
68.5%
  Administrative Expenses 22.8%
  Fundraising Expenses 8.6%
  Fundraising Efficiency $0.17
  Working Capital Ratio (years) 0.38
  Program Expenses Growth 7.0%
  Liabilities to Assets 12.1%
All data for Financial Performance Metrics calculations was provided by Pacific Symphony on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Pacific Symphony on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Pacific Symphony (CA) 83.85 three stars
The Los Angeles Philharmonic (CA) 91.95 four stars
Allentown Symphony Association (PA) 88.95 three stars
New Century Chamber Orchestra (CA) 86.78 three stars
Austin Symphony Orchestra (TX) 89.91 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $13,089,491
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $1,029,150
   Related Organizations $0
   Government Grants $194,400
Total Contributions $14,313,041
   Program Service Revenue $8,305,349
Total Primary Revenue $22,618,390
   Other Revenue $1,699,808
TOTAL REVENUE $24,318,198
   
EXPENSES  
   Program Expenses $16,342,687
   Administrative Expenses $5,035,718
   Fundraising Expenses $1,828,851
TOTAL FUNCTIONAL EXPENSES $23,207,256
   
Payments to Affiliates $0
Excess (or Deficit) for the year $1,110,942
   
Net Assets $34,065,054

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 $13,861,880 84.8%
Educational Events and Community Outreach $2,480,807 15.2%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 09/03/2019 83.85 three stars
2017-06 11/01/2018 82.32 three stars
2016-06 03/01/2018 83.79 three stars
2015-06 12/01/2016 85.17 three stars
2014-06 06/01/2016 86.57 three stars
 
CN 2.0
2014-06 11/01/2015 82.04 three stars
2013-06 02/01/2015 86.42 three stars
2012-06 12/01/2013 80.53 three stars
2011-06 09/01/2012 79.14 two stars
2010-06 12/01/2011 73.22 two stars
2009-06 09/20/2011 65.61 one star
 
CN 1.0
2009-06 12/01/2010 66.61 one star
2008-06 02/01/2010 73.60 two stars
2007-06 12/01/2008 86.85 three stars
2006-06 11/01/2007 86.98 three stars
2005-06 11/01/2006 82.47 three stars
2004-06 12/01/2005 78.68 two stars
2003-06 11/01/2004 74.45 two stars
2002-06 02/01/2004 81.27 three stars

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

EIN 95-3635496
Name in IRS Master File PACIFIC SYMPHONY
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 (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 January, 1982
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
$296,870 1.27% John E. Forsyte President
Other Salaries of Note
$439,794 1.89% Carl St. Clair Music Director
$2,000 0.00% Jo Ellen Allen-Chatham Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Pacific Symphony (CA) 83.85 three stars
American Composers Orchestra (NY) 85.01 three stars
Cincinnati Symphony Orchestra (OH) 91.14 four stars
New York Youth Symphony (NY) 90.30 four stars
Kalamazoo Symphony Orchestra (MI) 90.88 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Pacific Symphony
17620 Fitch
Suite 100
Irvine, CA 92614
tel: (714) 755-5788
fax: (714) 755-5789
EIN: 95-3635496

Visit Web Site

Board Leadership

Joann Leatherby
Board Chair

CEO

John E. Forsyte
President

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