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Nonprofiteer
← SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION

Form 990 for tax year 2024

Filed by SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION.

Totals

Total revenue
$50,686,168
Total expenses
$63,989,208
Contributions and grants received
$26,244,896
Grants paid
$0
Program services expenses (Part IX)
$49,782,934
Management and general expenses
$11,158,537
Fundraising expenses
$3,047,737
Program service expenses (Part III)
$49,782,934

Program services were 77.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID SNYDER

    CHAIR

    Total calculated
    $0
    Hours/week
    8 + 0.2 related

  • COLETTE ROYSTON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.4

  • LINDA PLATT

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.4

  • KRIS KOPENSKY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • MICHELLE ARTHUR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • LISA BEHUN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • DAVID BIALIS

    TREASURER

    Total calculated
    $0
    Hours/week
    0.4

  • STEVE BJORG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • ANTHONY C BOGANEY MD FACS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • ANNETTE BRADBURY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • BEN CLAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • MARTHA G DENNIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • KARIN EASTHAM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • PHYLLIS EPSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • HAL FUSON

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.4 + 0.2 related

  • JANET GORRIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • ARLENE INCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • JERRI-ANN JACOBS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • WARREN KESSLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4 + 0.2 related

  • DEBORAH PATE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • SHERRON SCHUSTER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • MARIVI SHIVERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • KAREN FOSTER SILBERMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • GLORIA STONE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • FRANK VIZCARRA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • JAMES WHISTLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • MITCHELL WOODBURY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4 + 0.2 related

  • ALAN PROHASKA

    BOARD MEMBER (THRU 10/24)

    Total calculated
    $0
    Hours/week
    0.4

  • CHRISTOPHER SICKLES

    BOARD MEMBER (THRU 4/25)

    Total calculated
    $0
    Hours/week
    0.4

  • DONALD SLATE

    BOARD MEMBER (THRU 10/24)

    Total calculated
    $0
    Hours/week
    0.4

  • JULIA BROWN

    BOARD MEMBER (THRU 10/24)

    Total calculated
    $0
    Hours/week
    0.4

  • LISETTE FARRELL

    BOARD MEMBER (THRU 10/24)

    Total calculated
    $0
    Hours/week
    0.4

  • MARY CASILLAS SALAS

    BOARD MEMBER (THRU 08/24)

    Total calculated
    $0
    Hours/week
    0.4

  • TIMOTHY BARELLI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.4

  • MARTHA A GILMER

    PRESIDENT & CEO

    Total calculated
    $604,744
    From this org
    $534,119
    From related orgs
    $0
    Other
    $70,625
    Hours/week
    40 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $534,119
    Bonus
    $0
    Other
    $0
    Deferred
    $53,500
    Nontaxable benefits
    $17,125
    Filer's total
    $604,744

  • MAUREEN CAMPBELL MELVILLE

    CFO

    Total calculated
    $241,601
    From this org
    $217,636
    From related orgs
    $0
    Other
    $23,965
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,636
    Bonus
    $0
    Other
    $0
    Deferred
    $10,910
    Nontaxable benefits
    $13,055
    Filer's total
    $241,601

  • LEA SLUSHER

    VP OF ARTISTIC PLANNING

    Total calculated
    $255,641
    From this org
    $229,848
    From related orgs
    $0
    Other
    $25,793
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,848
    Bonus
    $0
    Other
    $0
    Deferred
    $7,200
    Nontaxable benefits
    $18,593
    Filer's total
    $255,641

  • RAFAEL PAYARE TORRES

    MUSIC DIRECTOR

    Total calculated
    $712,000
    From this org
    $712,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $674,000
    Bonus
    $0
    Other
    $38,000
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $712,000

  • JEFF THAYER

    CONCERT MASTER

    Total calculated
    $366,232
    From this org
    $305,475
    From related orgs
    $0
    Other
    $60,757
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $305,475
    Bonus
    $0
    Other
    $0
    Deferred
    $23,000
    Nontaxable benefits
    $37,757
    Filer's total
    $366,232

  • SHERI BROEDLOW

    VP OF INSTITUTIONAL ADVANCEMENT

    Total calculated
    $274,676
    From this org
    $233,536
    From related orgs
    $0
    Other
    $41,140
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,536
    Bonus
    $5,000
    Other
    $0
    Deferred
    $23,000
    Nontaxable benefits
    $18,140
    Filer's total
    $274,676

  • CRAIG HALL

    VP OF MARKETING & COMMUNICATIONS

    Total calculated
    $235,883
    From this org
    $183,343
    From related orgs
    $0
    Other
    $52,540
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,343
    Bonus
    $0
    Other
    $0
    Deferred
    $23,000
    Nontaxable benefits
    $29,540
    Filer's total
    $235,883

  • KATHERINE MCDONALD

    CHIEF OF STAFF

    Total calculated
    $212,632
    From this org
    $195,384
    From related orgs
    $0
    Other
    $17,248
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,384
    Bonus
    $0
    Other
    $0
    Deferred
    $9,769
    Nontaxable benefits
    $7,479
    Filer's total
    $212,632

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE ORGANIZATION'S MUSIC DIRECTOR, A HIGHEST COMPENSATED EMPLOYEE, RECEIVES HOUSING ALLOWANCE THAT IS REPORTED AS TAXABLE COMPENSATION.
PART I, LINE 4B
THE ORGANIZATION'S CEO PARTICIPATES IN A 457(F) PLAN. NO CONTRIBUTIONS OR DISTRIBUTIONS WERE MADE FOR TAX YEAR 2024.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
22 April 2026
IRS schema version
2024v5.5
Source object
202611139349300736

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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