Nonprofit · EIN 94-3024038
CALIFORNIA SYMPHONY ORCHESTRA INC
Tax-exempt · WALNUT CREEK, CA 94596
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $1,577,539 | $1,669,630 | -$92,091 | $330,718 | $605,201 | -$274,483 |
| July 31, 2024 | 990 | $1,422,484 | $1,907,888 | -$485,404 | $241,931 | $454,481 | -$212,550 |
| July 31, 2023 | 990 | $2,226,688 | $1,798,439 | $428,249 | $456,844 | $182,967 | $273,877 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $1,266,892
- of which government grants
- $15,000
- Program service revenue
- $365,218
- Investment income
- $48
- Net income from fundraising events
- -$54,619
- Other revenue
- -$54,619
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $237,081
- Other salaries and wages
- $729,267
- Salaries, compensation and benefits (total)
- $1,149,526
- Professional fundraising fees
- $0
- Accounting fees
- $18,202
- Occupancy
- $52,835
- Travel
- $9,185
- Program services (functional)
- $858,415
- Management and general (functional)
- $791,859
- Fundraising (functional)
- $19,356
Balance sheet and other
- Total assets, start of year
- $241,931
- Total assets, end of year
- $330,718
- Total liabilities, end of year
- $605,201
- Net assets, end of year
- -$274,483
- Land, buildings and equipment
- $45,800
- Net assets without donor restrictions
- -$413,978
- Net assets with donor restrictions
- $139,495
- Gross receipts
- $1,701,456
- Employees
- 238
- Volunteers
- 25
- Year formed
- 1986
- 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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lisa Dell | Exec Director Officer | 40 | $175,000 | $6,000 |
| Sunshine Deffner | General Manager Officer | 40 | $114,575 | $0 |
| Barbara Hodgkinson | President Trustee or director, Officer | 6 | $0 | $0 |
| William Armstrong | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Susan Weinstein | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Julie Basque | Director Trustee or director | 1 | $0 | $0 |
| Abigail Dye | Director Trustee or director | 1 | $0 | $0 |
| Mike Elmore | Director Trustee or director | 1 | $0 | $0 |
| Phil Gottlieb | Director Trustee or director | 1 | $0 | $0 |
| Laura Glenn | Director Trustee or director | 1 | $0 | $0 |
| Stephen Ingraham | Director Trustee or director | 1 | $0 | $0 |
| Roll Kuo | Director Trustee or director | 1 | $0 | $0 |
| Jack Pohlman | Director Trustee or director | 1 | $0 | $0 |
| Mary Ellen Rockdale | Director Trustee or director | 1 | $0 | $0 |
| Michael Weiner | Director Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marcia Wilson | Director Trustee or director | 1 | $0 |
| Donald Cabrera | Music Director | 40 | $0 |
990 for the year ended July 31, 2024: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisa Dell | Exec Director Officer | 40 | $169,166 |
| Donald Cabrera | Music Director | 40 | $100,000 |
| Barbara Hodgkinson | President Trustee or director, Officer | 2 | $0 |
| William Armstrong | Treasurer Trustee or director, Officer | 2 | $0 |
| Jacqueline Mills | Secretary Trustee or director, Officer | 2 | $0 |
| Julie Basque | Director Trustee or director | 1 | $0 |
| Abigail Dye | Director Trustee or director | 1 | $0 |
| Mike Elmore | Director Trustee or director | 1 | $0 |
| Laura Glenn | Director Trustee or director | 1 | $0 |
| Stephen Ingraham | Director Trustee or director | 1 | $0 |
| Nicholas Kanozik | Director Trustee or director | 1 | $0 |
| Claire Kinney | Director Trustee or director | 1 | $0 |
| Roll Kuo | Director Trustee or director | 1 | $0 |
| Marc Macaulay | Director Trustee or director | 1 | $0 |
| Jack Pohlman | Director Trustee or director | 1 | $0 |
| Mary Ellen Rockdale | Director Trustee or director | 1 | $0 |
| Michael Weiner | Director Trustee or director | 1 | $0 |
| Susan Weinstein | Director Trustee or director | 1 | $0 |
| Marcia Wilson | Director Trustee or director | 1 | $0 |
| Michael Winter | Director Trustee or director | 1 | $0 |
990 for the year ended July 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lisa Dell | Exec Director Officer | 40 | $162,250 | $2,131 |
| Barbara Hodgkinson | President Trustee or director, Officer | 2 | $0 | $0 |
| William H Armstrong | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Jacqueline Mills | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Julie Basque | Director Trustee or director | 1 | $0 | $0 |
| Abigail Dye | Director Trustee or director | 1 | $0 | $0 |
| Mike Elmore | Director Trustee or director | 1 | $0 | $0 |
| Laura Glenn | Director Trustee or director | 1 | $0 | $0 |
| Stephen Ingraham | Director Trustee or director | 1 | $0 | $0 |
| Nicholas Kanozik | Director Trustee or director | 1 | $0 | $0 |
| Claire Kinney | Director Trustee or director | 1 | $0 | $0 |
| Marc T Macaulay | Director Trustee or director | 1 | $0 | $0 |
| Jack Pohlman | Director Trustee or director | 1 | $0 | $0 |
| Mary Ellen Rockdale | Director Trustee or director | 1 | $0 | $0 |
| Michael Weiner MD | Director Trustee or director | 1 | $0 | $0 |
| Susan Weinstein | Director Trustee or director | 1 | $0 | $0 |
| Marcia Wilson | Director Trustee or director | 1 | $0 | $0 |
| Michael Winter | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 PRINGLE AVENUE, WALNUT CREEK, CA 94596-3583
- Principal officer (990 for 2024)
- Barbara Hodgkinson, 100 Pringle Ave 540, Walnut Creek, CA 94596
- Signed the 990
- Barbara Hodgkinson, President
- Phone
- (925) 280-2490
- Website
- www.californiasymphony.org
- Return prepared by
- REGALIA BERGER & BERGER CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3024038 or by the name CALIFORNIA SYMPHONY ORCHESTRA 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
Since its inception in 1986, the Symphony has included a work by an American composer and featured world-renowned guest artists on many of its programs.
Program accomplishments
- Concerts and ProductionThe California Symphony is the resident professional orchestra of the Dean Lesher Regional Center for the Arts in Walnut Creek, California and regularly performs to capacity audiences in the Hofmann Theatre. During a typical season the Symphony serves an audience of more than 33,000 individuals, and thousands more hear the orchestra through Classical 102.1 KDFC radio broadcasts. The Symphony also performs at other locations within the greater San Francisco Bay Area.Expenses $858,415 · revenue $365,218
- Educational ProgramsMusic education for the children and adults of this community is an integral part of the Symphonys mission, and several programs are offered: Sound Minds, inspired by the El Sistema program of Venezuela, serves at-risk elementary students with music lessons and academic enrichment, completely free of charge to students and families; the family concert and traveling instrument petting zoo; community fairs and events; panel discussions and lectures at local libraries; Fresh Look The Symphony Exposed, an adult education program for those new to classical music; and the Young American Composer-in-Residence Program, a three year residency for emerging young composers, which includes visits to local schools and music programs in addition to commissions and world premieres of new music every year.
- Cost of DevelopmentSupport from corporations and businesses provides essential funding for the California Symphony, enabling us to sustain our tradition of musical creativity and excellence. In return, the Symphony is able to keep ticket prices accessible to the public, support education and outreach programs and enhance the region's quality of life.The California Symphony's supporters and audience make up a highly sophisticated and desirable demographic. We offer our corporate sponsors a unique opportunity to achieve heightened visibility with many of these important business and community leaders through advertising, public relations and promotions.
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 94-3024038
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A690)
- Assets (IRS master file)
- $330,718
- Income (IRS master file)
- $1,701,456
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $1,577,539 | $1,669,630 | $330,718 | XML |
| 990 | July 2024 | $1,422,484 | $1,907,888 | $241,931 | XML |
| 990 | July 2023 | $2,226,688 | $1,798,439 | $456,844 | XML |
| 990-T | July 2023 | – | – | – | IRS |
| 990 | July 2022 | $1,026,035 | $1,524,758 | $311,998 | IRS |
| 990-T | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990-T | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | 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 94-3024038).
Questions about CALIFORNIA SYMPHONY ORCHESTRA INC
- What is the EIN of CALIFORNIA SYMPHONY ORCHESTRA INC?
- The employer identification number (EIN) of CALIFORNIA SYMPHONY ORCHESTRA INC is 94-3024038.
- Is CALIFORNIA SYMPHONY ORCHESTRA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to CALIFORNIA SYMPHONY ORCHESTRA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA SYMPHONY ORCHESTRA 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 CALIFORNIA SYMPHONY ORCHESTRA INC due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA SYMPHONY ORCHESTRA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of CALIFORNIA SYMPHONY ORCHESTRA INC?
- The 990 for the year ended July 31, 2025 names Barbara Hodgkinson.
- Who are the officers and directors of CALIFORNIA SYMPHONY ORCHESTRA INC?
- The 990 for the year ended July 31, 2025 lists 17 people; 2 received compensation from the organization, the highest $175,000 (Lisa Dell, Exec Director).
- How much revenue does CALIFORNIA SYMPHONY ORCHESTRA INC have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $1,577,539, expenses of $1,669,630 and total assets of $330,718 at year end.
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