Totals
- Total revenue
- $4,337,118
- Total expenses
- $6,548,928
- Contributions and grants received
- $980,000
- Grants paid
- $5,803,400
- Program service revenue
- $0
- Investment income
- $3,357,118
- Other revenue
- $0
- Total assets, end of year
- $110,066,866
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $110,066,866
- Program services expenses (Part IX)
- $5,803,400
- Management and general expenses
- $745,528
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $5,803,400
Program services were 88.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$980,000
-
3 · Investment income
total $3,357,118 · excluded $3,357,118
-
7a · Gross sales of assets other than inventory
securities $83,800
-
7b · Less cost or other basis and sales expenses
securities $83,800
-
7c · Gain or loss
securities $0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $5,803,400 · program services $5,803,400
-
11c · Fees: accounting
total $9,617 · management and general $9,617
-
11f · Fees: investment management
total $735,911 · management and general $735,911
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,894 · end of year $163
-
3 · Pledges and grants receivable
beginning of year $2,505,191 · end of year $2,596,901
-
12 · Investments: other securities
beginning of year $104,696,190 · end of year $107,469,802
-
28 · Net assets with donor restrictions
beginning of year $107,205,275 · end of year $110,066,866
Mission and programs · 2022
Mission
TO HOLD, ADMINISTER, INVEST AND DISTRIBUTE ENDOWMENT FUNDS OR THE EARNINGS THEREFROM TO THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION ON A REGULAR AND TIMELY BASIS. TO SOLICIT ENDOWMENT FUNDS IN ORDER TO PROVIDE FINANCIAL SUPPORT TO THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION. TO ENCOURAGE ENDOWMENT GIFTS AND GRANTS IN ANY FORM FROM ANY PERSON OR PERSONS, THE DISTRIBUTIONS FROM WHICH SHALL SUPPORT THE PROGRAMS AND ACTIVITIES OF THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION. TO HOLD ALL THE POWERS GRANTED TO A NONPROFIT PUBLIC BENEFIT CORPORATION BY THE LAWS OF THE STATE OF CALIFORNIA, INCLUDING THOSE POWERS IN NONPROFIT CORPORATIONS CODE SECTION 5140.
Activities or mission (Part I)
SUPPORTING ORGANIZATION THAT SUPPORTS THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION.
-
SUPPORT FOR OPERATING EXPENSES OF THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION.
Expenses $5,803,400 · Grants $5,803,400
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Beth SirullBETH SIRULL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
David SnyderDAVID SNYDER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.2 + 4 related
-
Hal FusonHAL FUSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 4 related
-
Joan K JacobsJOAN K JACOBS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Mark StuartMARK STUART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Martha A GilmerMARTHA A GILMER
DIRECTOR
- Total calculated
- $484,040
- From this org
- $0
- From related orgs
- $454,686
- Other
- $29,354
- Hours/week
- 0.2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $454,686 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $15,250 related
- Nontaxable benefits
- $0 + $14,104 related
- Filer's total
- $0 + $484,040 related
-
Mitchell R WoodburyMITCHELL R WOODBURY
TREASURER
- Total calculated
- $0
- Hours/week
- 0.2 + 4 related
-
Robert Caplan EsqROBERT CAPLAN ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Sandra LevinsonSANDRA LEVINSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.2
-
Susan MallorySUSAN MALLORY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
-
Warren O Kessler MDWARREN O KESSLER MD
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.2 + 4 related
-
Ellen WhelanELLEN WHELAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2
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, and on a Form 990-PF Part VIII's — 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
- 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 4B
- MARTHA GILMER, DIRECTOR, PARTICIPATES IN A 457(F) PLAN WITH RESPECT TO THE ORGANIZATION'S RELATED PARTY, SDSO. THERE WERE NO CONTRIBUTIONS OR DISTRIBUTIONS MADE FOR TAX YEAR 2022.
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
-
THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION
$5,803,400
TO SUPPORT THE OPERATIONS AND ACTIVITIES OF A SYMPHONY ORCHESTRA.
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.
-
THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION
501(C)(3) · SYMPHONY ORCHESTRA · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431369349313908
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