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Arts, Culture, Humanities : Performing Arts

San Diego Symphony Orchestra

Musical Excellence Forever

four stars

92.51

1245 Seventh Avenue San Diego, CA 92101
tel: (619) 235-0800   Web Site
EIN: 95-2040874

Board Leadership
Warren O. Kessler
Chair

CEO
Martha A. Gilmer
Chief Executive Officer

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 92.51 four stars
  Financial 93.07 four stars
  Accountability & Transparency 92.00 four stars
This rating was published 02/01/2018 and includes data from FY2016, the most recent 990 received at that time.

The San Diego Symphony Orchestra is committed to presenting innovative concert programming of superior quality at the Joan and Irwin Jacobs Music Center. The Symphony makes music an integral part of the cultural and intellectual fabric of the San Diego region, valued by and relevant to all its residents.
On October 29th, 2013, the Symphony made its long-anticipated Carnegie Hall debut, and then continued on to China for its first tour of that nation in the Symphony's 100+ year history.
Beginning October 2012, the Symphony undertook an unprecedented two-year experiment in community and cross-cultural music collaboration. The Symphony's "Your Song, Your Story" project concluded in July 2014 with an original multimedia piece incorporating songs, stories and dances contributed by San Diegans of all racial and socio-economic backgrounds. The piece is a celebration of the city's collective experience, and explores unique facets of our residents' heritage.

The San Diego Symphony Orchestra is committed to presenting innovative concert programming of superior quality at the Joan and Irwin Jacobs Music Center. The Symphony makes music an integral part of the cultural and intellectual fabric of the San Diego region, valued by and relevant to all its residents.
On October 29th, 2013, the Symphony made its long-anticipated Carnegie Hall debut, and then continued on to China for its first tour of that nation in the Symphony's 100+ year history.
Beginning October 2012, the Symphony undertook an unprecedented two-year experiment in community and cross-cultural music collaboration. The Symphony's "Your Song, Your Story" project concluded in July 2014 with an original multimedia piece incorporating songs, stories and dances contributed by San Diegans of all racial and socio-economic backgrounds. The piece is a celebration of the city's collective experience, and explores unique facets of our residents' heritage.

Financial

four stars

93.07

Accountability & Transparency

four stars

92.00

This rating was published 02/01/2018 and includes data from FY2016, 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)
84.8%
  Administrative Expenses 9.7%
  Fundraising Expenses 5.3%
  Fundraising Efficiency $0.07
  Working Capital Ratio (years) 0.98
  Program Expenses Growth 6.1%
  Liabilities to Assets 28.1%
All data for Financial Performance Metrics calculations was provided by San Diego Symphony Orchestra on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by San Diego Symphony Orchestra on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
San Diego Symphony Orchestra (CA) 92.51 four stars
Boston Philharmonic Orchestra (MA) 85.55 three stars
San Francisco Symphony (CA) 88.19 three stars
Dayton Performing Arts Alliance (OH) 86.87 three stars
Handel and Haydn Society (MA) 89.21 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $14,947,881
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $894,768
   Related Organizations $2,984,000
   Government Grants $558,366
Total Contributions $19,385,015
   Program Service Revenue $7,573,409
Total Primary Revenue $26,958,424
   Other Revenue $38,861
TOTAL REVENUE $26,997,285
   
EXPENSES  
   Program Expenses $21,186,322
   Administrative Expenses $2,578,319
   Fundraising Expenses $1,249,385
TOTAL FUNCTIONAL EXPENSES $25,014,026
   
Payments to Affiliates $0
Excess (or Deficit) for the year $1,983,259
   
Net Assets $27,319,238

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
Concert Expenses $18,212,123 86.0%
Promotion and Box Office $2,790,216 13.2%
Education Outreach $183,983 0.9%

Ratings History
San Diego Symphony Orchestra has received 7 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-06 02/01/2018 92.51 four stars
2015-06 12/01/2016 90.31 four stars
2014-06 06/01/2016 95.34 four stars
 
CN 2.0
2014-06 11/01/2015 94.54 four stars
2013-06 09/01/2014 91.74 four stars
2012-06 12/20/2013 93.57 four stars
2012-06 10/01/2013 90.68 four stars
2011-06 10/01/2012 92.77 four stars
2010-06 02/01/2012 92.79 four stars
2010-06 12/01/2011 92.09 four stars
2009-06 09/20/2011 89.40 three stars
 
CN 1.0
2009-06 11/24/2010 89.08 three stars
2008-06 12/15/2009 86.00 three stars
2007-06 04/01/2009 82.67 three stars
2006-06 11/01/2007 90.90 four stars
2005-06 10/01/2006 88.55 three stars
2004-06 07/01/2005 90.28 four stars
2003-06 06/01/2004 86.68 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 95-2040874
Name in IRS Master File SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION
NTEE Code A69
NTEE Classification Symphony Orchestras
NTEE Type Arts, Culture and Humanities
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (119) Other cultural or historical activities
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
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 August, 1949
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, 2016
  • June, 2015
  • June, 2014
  • June, 2013
  • June, 2012

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

Compensation % of Expenses Paid to Title
$357,255 1.42% Martha A. Gilmer Chief Executive Officer

Highly Rated

Charity Name & State Overall Score Overall Rating
San Diego Symphony Orchestra (CA) 92.51 four stars
Wichita Symphony Society (KS) 93.78 four stars
Chicago Symphony Orchestra (IL) 85.23 three stars
Los Angeles Master Chorale Assn (CA) 86.83 three stars
Toledo Symphony (OH) 85.28 three stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

San Diego Symphony Orchestra
1245 Seventh Avenue
San Diego, CA 92101
tel: (619) 235-0800
fax: (619) 235-0005
EIN: 95-2040874

Visit Web Site

Board Leadership

Warren O. Kessler
Chair

CEO

Martha A. Gilmer
Chief Executive Officer

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