Nonprofit · EIN 94-1462758
STOCKTON SYMPHONY ASSOCIATION INC
Tax-exempt · STOCKTON, CA 95219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,412,996 | $1,673,454 | -$260,458 | $1,140,324 | $535,640 | $604,684 |
| June 30, 2024 | 990 | $1,446,054 | $1,689,919 | -$243,865 | $1,181,256 | $310,482 | $870,774 |
| June 30, 2023 | 990 | $1,759,930 | $1,510,950 | $248,980 | $1,800,269 | $282,345 | $1,517,924 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $983,385
- of which government grants
- $5,000
- Program service revenue
- $296,808
- Investment income
- $101,303
- Net gain from sales of assets
- $76,800
- Other revenue
- $31,500
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $128,101
- Other salaries and wages
- $746,164
- Salaries, compensation and benefits (total)
- $1,089,604
- Professional fundraising fees
- $0
- Accounting fees
- $103,808
- Occupancy
- $50,369
- Depreciation
- $10,055
- Program services (functional)
- $1,067,152
- Management and general (functional)
- $486,178
- Fundraising (functional)
- $120,124
Balance sheet and other
- Total assets, start of year
- $1,181,256
- Total assets, end of year
- $1,140,324
- Total liabilities, end of year
- $535,640
- Net assets, end of year
- $604,684
- Land, buildings and equipment
- $18,505
- Net assets without donor restrictions
- $94,456
- Net assets with donor restrictions
- $510,228
- Gross unrelated business income
- $31,500
- Gross receipts
- $1,578,610
- Employees
- 224
- Volunteers
- 0
- Year formed
- 1926
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ARTHUR SCOTT WATKINS | CEO Officer | 40 | $119,148 | $8,953 |
| LISA J BLOUNT | EDUCATION CO-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PHEON DAVISON | EDUCATION CO-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| F J JOE DIETRICH IV | MEMBER Trustee or director | 4 | $0 | $0 |
| JOSEPH FENECK | MEMBER Trustee or director | 2 | $0 | $0 |
| SUSANNE GHIDONI | MEMBER Trustee or director | 4 | $0 | $0 |
| NICOLE GOEHRING | MEMBER Trustee or director | 2 | $0 | $0 |
| KATHY HART | GOVERNANCE CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| DOUGLAS HUNT | FINANCE CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| AKILAH JEFFERY | MEMBER Trustee or director | 2 | $0 | $0 |
| LISA BLANCO JIMENEZ | MEMBER Trustee or director | 2 | $0 | $0 |
| ELIZABETH KIM | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| VELMA LIM | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| CECILIA MORAN | MEMBER Trustee or director | 2 | $0 | $0 |
| JAMES MORRIS | MEMBER Trustee or director | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BILL RUSSELL | MEMBER Trustee or director | 2 | $0 |
| ROGER SITKIN | MEMBER Trustee or director | 2 | $0 |
| JOE SUBLETT | MEMBER Trustee or director | 4 | $0 |
| NIKO TORRES | TREASURER Trustee or director, Officer | 10 | $0 |
| BARBARA MATERS | MEMBER Trustee or director | 2 | $0 |
| PETER WITTE | MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PETER JAFFE | MUSIC DIRECTOR Trustee or director | 40 | $98,061 | $7,300 |
| ARTHUR SCOTT WATKINS | CEO Officer | 40 | $97,699 | $5,479 |
| VELMA LIM | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| ELIZABETH KIM | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| NIKO TORRES | TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| DOUGLAS HUNT | FINANCE CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| KATHY HART | GOVERNANCE CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| LISA J BLOUNT | CO-VP EDUCATION Trustee or director, Officer | 2 | $0 | $0 |
| PHEON DAVISON | CO-VP EDUCATION Trustee or director, Officer | 2 | $0 | $0 |
| CHRISTOPHER GUPTILL | EX-OFFICIO Trustee or director | 2 | $0 | $0 |
| PETER WITTE | EX-OFFICIO Trustee or director | 2 | $0 | $0 |
| JOE SUBLETT | MEMBER Trustee or director, Officer | 4 | $0 | $0 |
| FJ DIETRICH IV | MEMBER Trustee or director | 4 | $0 | $0 |
| JOSEPH FENECK | MEMBER Trustee or director | 2 | $0 | $0 |
| SUSANNE GHIDONI | MEMBER Trustee or director | 4 | $0 | $0 |
| NICOLE GOEHRING | MEMBER Trustee or director | 2 | $0 | $0 |
| AKILAH JEFFERY | MEMBER Trustee or director | 2 | $0 | $0 |
| LISA BLANCO JIMENEZ | MEMBER Trustee or director | 2 | $0 | $0 |
| CECILIA MORAN | MEMBER Trustee or director | 2 | $0 | $0 |
| JAMES MORRIS | MEMBER Trustee or director | 2 | $0 | $0 |
| WILLIAM RUSSELL | MEMBER Trustee or director | 2 | $0 | $0 |
| ROGER SITKIN | MEMBER Trustee or director | 2 | $0 | $0 |
| PAMELA LEE | MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PHILIP D WEST | CEO (THRU 2/23) Officer | 40 | $112,417 | $5,779 |
| PETER JAFFE | MUSIC DIRECTOR/CONDUCTOR Trustee or director | 40 | $101,029 | $8,272 |
| ELIZABETH KIM | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| NICOLE GOEHRING | SECRETARY Trustee or director, Officer | 10 | $0 | $0 |
| NIKO TORRES | TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| DOUGLAS HUNT | FINANCE CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| KATHY HART | GOVERNANCE CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| LISA BLOUNT | CO-VP EDUCATION Trustee or director, Officer | 2 | $0 | $0 |
| PHEON DAVIS | CO-VP EDUCATION Trustee or director, Officer | 2 | $0 | $0 |
| JOE SUBLETT | MEMBER Trustee or director, Officer | 4 | $0 | $0 |
| VELMA LIM | MEMBER Trustee or director | 2 | $0 | $0 |
| CECILIA MORAN | MEMBER Trustee or director | 2 | $0 | $0 |
| ROGER SITKIN | MEMBER Trustee or director | 10 | $0 | $0 |
| DANIEL TERRY JR | MEMBER Trustee or director | 4 | $0 | $0 |
| JAMES MORRIS | MEMBER Trustee or director | 2 | $0 | $0 |
| PAMELA LEE | MEMBER Trustee or director | 2 | $0 | $0 |
| SUSANNE GHIDONI | MEMBER Trustee or director | 2 | $0 | $0 |
| FJ DIETRICH IV | MEMBER Trustee or director | 2 | $0 | $0 |
| BOB GUTIERREZ | MEMBER Trustee or director | 2 | $0 | $0 |
| AKILAH JEFFERY | MEMBER Trustee or director | 2 | $0 | $0 |
| DWAYNE GARCIA | MEMBER Trustee or director | 2 | $0 | $0 |
| MINIYA BRISBANE | MEMBER Trustee or director | 2 | $0 | $0 |
| LISA BLANCO JIMENEZ | MEMBER Trustee or director | 2 | $0 | $0 |
| KIRK DE JESUS | MEMBER Trustee or director | 2 | $0 | $0 |
| BARBARA MATERS | EX-OFFICIO Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER GUPTILL | EX-OFFICIO Trustee or director | 2 | $0 | $0 |
| PETER WITTE | EX-OFFICIO Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7400 SHORELINE DR, STOCKTON, CA 95219-5526
- Principal officer (990 for 2024)
- ARTHUR SCOTT WATKINS, 4629 QUAIL LAKES DRIVE, STOCKTON, CA 95207
- Signed the 990
- ARTHUR SCOTT WATKINS, CEO
- Phone
- (209) 951-0196
- Website
- WWW.STOCKTONSYMPHONY.ORG
- Return prepared by
- RICHARDSON & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1462758 or by the name STOCKTON SYMPHONY ASSOCIATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE MISSION OF THE STOCKON SYMPHONY IS TO INSPIRE JOY AND TO BUILD COMMUNITY THROUGH THE MAGIC OF MUSIC.
Program accomplishments
- SINCE 1926, THE STOCKTON SYMPHONY HAS INSPIRED JOY AND BUILT COMMUNITY THROUGH THE MAGIC OF MUSIC. IN 2024-25, THE SYMPHONY CONTINUED THAT LEGACY WITH A SEASON FOCUSED ON ARTISTIC EXCELLENCE, AUDIENCE DEVELOPMENT, EDUCATION, AND PREPARATION FOR ITS 2026-27 CENTENNIAL. TARGETED MARKETING AND PATRON ENGAGEMENT INCREASED SUBSCRIPTION SALES BY 230 TICKETS, REFLECTING STRONGER AUDIENCE LOYALTY, WHILE PROGRAM SERVICE REVENUE REMAINED STABLE AT $296,808 COMPARED WITH $296,244 IN THE PRIOR YEAR. MOST IMPORTANTLY, COMMUNITY SUPPORT GREW SUBSTANTIALLY, WITH CONTRIBUTIONS AND GRANTS INCREASING FROM $570,955 TO $983,385. WHILE THE PRIOR YEAR BENEFITED FROM SIGNIFICANT INVESTMENT-RELATED REVENUE FROM THE SYMPHONY'S STOCK PORTFOLIO, THE CURRENT YEAR DEMONSTRATED MEANINGFUL STRENGTHENING IN CORE OPERATIONS THROUGH INCREASED PHILANTHROPY, STEADY EARNED REVENUE, AND CAREFUL EXPENSE MANAGEMENT. THIS PROGRESS REFLECTS GROWING COMMUNITY CONFIDENCE IN THE SYMPHONY'S MISSION, STEWARDSHIP, AND LONG-TERM FUTURE.ON STAGE, MAIN-SERIES CONCERTS AT ATHERTON AUDITORIUM FEATURED CELEBRATED GUEST ARTISTS AND THE ARTISTRY OF OUR PROFESSIONAL UNION ORCHESTRA OF MORE THAN SEVENTY MUSICIANS. BELOVED MASTERWORKS WERE BALANCED WITH ACCESSIBLE, HIGH-APPEAL PROGRAMS, INCLUDING TWO HIGH-ENERGY SPRING FINALES (MAHLER'S SYMPHONY NO. 2 AND STAR WARS: GALAXY BLOWOUT). THREE SELLOUTS WERE ACHIEVED (HOLIDAY POPS, STAR WARS, AND TUNES & FABLES) AND TWO FULL-HOUSE PERFORMANCES (QUEENS OF SOUL AND MAHLER'S SYMPHONY NO. 2).EDUCATION REMAINED A CENTRAL PRIORITY IN OUR MISSION TO IMPACT OUR COMMUNITIES AND NEIGHBORHOODS. OUR STEPPIN' OUT WITH THE STOCKTON SYMPHONY CONCERTS SERVED THOUSANDS OF ELEMENTARY STUDENTS FROM STOCKTON, LODI, LINCOLN, MANTECA, LINDEN, AND ELK GROVE. TEACHERS RECEIVED READY-TO-USE CLASSROOM MATERIALS, SELECT SCHOOLS HOSTED GUEST-ARTIST VISITS, AND FAMILIES EXPLORED INSTRUMENTS UP CLOSE AT COMMUNITY EVENTS-EXPERIENCES THAT SPARK CURIOSITY AND PLANT THE SEEDS OF LIFELONG ARTS ENGAGEMENT. THROUGH OUR MAGIC OF MUSIC PROGRAM, SMALL ENSEMBLES VISITED SCHOOLS TO ENGAGE STUDENTS IN MORE INTIMATE SETTINGS.COMMUNITY AND CAPACITY BUILDING ADVANCED AS WELL. FOLLOWING THE 2023 LEADERSHIP TRANSITION, CEO SCOTT WATKINS CONTINUED A MULTI-YEAR PLAN FOCUSED ON AUDIENCE GROWTH, DONOR DEVELOPMENT, AND BRAND CLARITY. THE ORGANIZATION REFINED PRICING, STREAMLINED PROGRAM COSTS, AND INVESTED IN PERSONA-BASED MARKETING FOR CULTURED RETIREES, ENTHUSIASTIC FAMILIES, AND YOUNG PROFESSIONALS. PARTNERSHIPS WITH EDUCATION, CIVIC, AND MEDIA ORGANIZATIONS AMPLIFIED OUR MESSAGE AND EXPANDED OUR REACH ACROSS THE COUNTY.FINANCIALLY, EARNED REVENUE CONTINUED TO RECOVER, SUPPORTED BY TARGETED CAMPAIGNS, COMPELLING REPERTOIRE, AND STRATEGIC COLLABORATIONS. UNRESTRICTED CONTRIBUTIONS NORMALIZED AS PANDEMIC-ERA RELIEF ENDED, WHILE SPONSORSHIPS AND MAJOR GIFTS STRENGTHENED IN ALIGNMENT WITH OUR CENTENNIAL VISION. WHERE PRUDENT, THE ORGANIZATION USED MEASURED DRAWS ON A LINE OF CREDIT AND MAINTAINED COST DISCIPLINE TO BRIDGE CASH-FLOW TIMING GAPS WHILE PROTECTING ARTISTIC QUALITY AND EDUCATION OUTCOMES. TRENDS MOVED IN A POSITIVE DIRECTION, AND EXPENSE REDUCTIONS LOWERED COSTS; HOWEVER, THE ORGANIZATION CONTINUED ADJUSTING FOR A PRIOR-YEAR STRUCTURAL DEFICIT AND A SMALLER DEFICIT IN 2024-25.LOOKING AHEAD, WE ENTER THE PRE-CENTENNIAL YEAR WITH STRONG MOMENTUM. LEGACY-GIVING EFFORTS, MULTI-YEAR SPONSORSHIP DISCUSSIONS, AND COLLABORATIVE PROJECTS WITH REGIONAL PARTNERS ARE UNDERWAY. WITH SUPPORT FROM OUR BOARD, MUSICIANS, STAFF, AND COMMUNITY, THE STOCKTON SYMPHONY IS POISED TO HONOR A CENTURY OF MUSIC AND WELCOME A NEW GENERATION TO THE JOY OF LIVE ORCHESTRAL SOUND.Expenses $1,067,152 · revenue $296,808
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1462758
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1960
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A690)
- Assets (IRS master file)
- $1,140,324
- Income (IRS master file)
- $1,578,610
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,412,996 | $1,673,454 | $1,140,324 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $1,446,054 | $1,689,919 | $1,181,256 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $1,759,930 | $1,510,950 | $1,800,269 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $1,221,425 | $1,505,205 | $1,669,399 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1462758).
Questions about STOCKTON SYMPHONY ASSOCIATION INC
- What is the EIN of STOCKTON SYMPHONY ASSOCIATION INC?
- The employer identification number (EIN) of STOCKTON SYMPHONY ASSOCIATION INC is 94-1462758.
- Is STOCKTON SYMPHONY ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to STOCKTON SYMPHONY ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does STOCKTON SYMPHONY ASSOCIATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of STOCKTON SYMPHONY ASSOCIATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STOCKTON SYMPHONY ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of STOCKTON SYMPHONY ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 names ARTHUR SCOTT WATKINS.
- Who are the officers and directors of STOCKTON SYMPHONY ASSOCIATION INC?
- The 990 for the year ended June 30, 2025 lists 21 people; 1 received compensation from the organization, the highest $119,148 (ARTHUR SCOTT WATKINS, CEO).
- How much revenue does STOCKTON SYMPHONY ASSOCIATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,412,996, expenses of $1,673,454 and total assets of $1,140,324 at year end.
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All nonprofits in STOCKTON · California · Arts, culture and humanities