Nonprofit · EIN 95-2040874
SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION
Tax-exempt · SAN DIEGO, CA 92101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $50,686,168 | $63,989,208 | -$13,303,040 | $303,325,599 | $86,011,867 | $217,313,732 |
| June 30, 2024 | 990 | $96,468,765 | $51,731,960 | $44,736,805 | $317,687,118 | $87,720,960 | $229,966,158 |
| June 30, 2023 | 990 | $92,959,770 | $53,733,025 | $39,226,745 | $259,140,120 | $75,580,700 | $183,559,420 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $26,244,896
- of which government grants
- $294,087
- Program service revenue
- $17,934,329
- Investment income
- -$4,296,814
- Royalties
- $181
- Net rental income
- $7,623,024
- Net gain from sales of assets
- -$4,491,326
- Net income from fundraising events
- -$278,053
- Net income from sales of inventory
- $2,849,462
- Other revenue
- $10,803,757
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,142,702
- Other salaries and wages
- $22,775,025
- Salaries, compensation and benefits (total)
- $30,122,640
- Professional fundraising fees
- $195,337
- Legal fees
- $262,210
- Accounting fees
- $131,015
- Occupancy
- $1,338,671
- Travel
- $101,712
- Depreciation
- $11,616,573
- Program services (functional)
- $49,782,934
- Management and general (functional)
- $11,158,537
- Fundraising (functional)
- $3,047,737
Balance sheet and other
- Total assets, start of year
- $317,687,118
- Total assets, end of year
- $303,325,599
- Total liabilities, end of year
- $86,011,867
- Net assets, end of year
- $217,313,732
- Land, buildings and equipment
- $247,235,953
- Publicly traded securities
- $876,894
- Net assets without donor restrictions
- $49,113,756
- Net assets with donor restrictions
- $168,199,976
- Gross receipts
- $55,818,277
- Employees
- 811
- Volunteers
- 550
- Year formed
- 1928
- 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 |
|---|---|---|---|---|
| RAFAEL PAYARE TORRES | MUSIC DIRECTOR Highest-paid employee | 40 | $712,000 | $0 |
| MARTHA A GILMER | PRESIDENT & CEO Officer | 40 | $534,119 | $70,625 |
| JEFF THAYER | CONCERT MASTER Highest-paid employee | 40 | $305,475 | $60,757 |
| SHERI BROEDLOW | VP OF INSTITUTIONAL ADVANCEMENT Highest-paid employee | 40 | $233,536 | $41,140 |
| LEA SLUSHER | VP OF ARTISTIC PLANNING Key employee | 40 | $229,848 | $25,793 |
| MAUREEN CAMPBELL MELVILLE | CFO Officer | 40 | $217,636 | $23,965 |
| CRAIG HALL | VP OF MARKETING & COMMUNICATIONS Highest-paid employee | 40 | $183,343 | $52,540 |
| KATHERINE MCDONALD | CHIEF OF STAFF Highest-paid employee | 40 | $195,384 | $17,248 |
| DAVID SNYDER | CHAIR Trustee or director, Officer | 8 | $0 | $0 |
| COLETTE ROYSTON | VICE CHAIR Trustee or director, Officer | 0.4 | $0 | $0 |
| LINDA PLATT | SECRETARY Trustee or director, Officer | 0.4 | $0 | $0 |
| KRIS KOPENSKY | BOARD MEMBER Trustee or director, Officer | 0.4 | $0 | $0 |
| MICHELLE ARTHUR | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| LISA BEHUN | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| DAVID BIALIS | TREASURER Trustee or director | 0.4 | $0 | $0 |
27 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE BJORG | BOARD MEMBER Trustee or director | 0.4 | $0 |
| ANTHONY C BOGANEY MD FACS | BOARD MEMBER Trustee or director | 0.4 | $0 |
| ANNETTE BRADBURY | BOARD MEMBER Trustee or director | 0.4 | $0 |
| BEN CLAY | BOARD MEMBER Trustee or director | 0.4 | $0 |
| MARTHA G DENNIS | BOARD MEMBER Trustee or director | 0.4 | $0 |
| KARIN EASTHAM | BOARD MEMBER Trustee or director | 0.4 | $0 |
| PHYLLIS EPSTEIN | BOARD MEMBER Trustee or director | 0.4 | $0 |
| HAL FUSON | IMMEDIATE PAST CHAIR Trustee or director | 0.4 | $0 |
| JANET GORRIE | BOARD MEMBER Trustee or director | 0.4 | $0 |
| ARLENE INCH | BOARD MEMBER Trustee or director | 0.4 | $0 |
| JERRI-ANN JACOBS | BOARD MEMBER Trustee or director | 0.4 | $0 |
| WARREN KESSLER | BOARD MEMBER Trustee or director | 0.4 | $0 |
| DEBORAH PATE | BOARD MEMBER Trustee or director | 0.4 | $0 |
| SHERRON SCHUSTER | BOARD MEMBER Trustee or director | 0.4 | $0 |
| MARIVI SHIVERS | BOARD MEMBER Trustee or director | 0.4 | $0 |
| KAREN FOSTER SILBERMAN | BOARD MEMBER Trustee or director | 0.4 | $0 |
| GLORIA STONE | BOARD MEMBER Trustee or director | 0.4 | $0 |
| FRANK VIZCARRA | BOARD MEMBER Trustee or director | 0.4 | $0 |
| JAMES WHISTLER | BOARD MEMBER Trustee or director | 0.4 | $0 |
| MITCHELL WOODBURY | BOARD MEMBER Trustee or director | 0.4 | $0 |
| ALAN PROHASKA | BOARD MEMBER (THRU 10/24) Trustee or director | 0.4 | $0 |
| CHRISTOPHER SICKLES | BOARD MEMBER (THRU 4/25) Trustee or director | 0.4 | $0 |
| DONALD SLATE | BOARD MEMBER (THRU 10/24) Trustee or director | 0.4 | $0 |
| JULIA BROWN | BOARD MEMBER (THRU 10/24) Trustee or director | 0.4 | $0 |
| LISETTE FARRELL | BOARD MEMBER (THRU 10/24) Trustee or director | 0.4 | $0 |
| MARY CASILLAS SALAS | BOARD MEMBER (THRU 08/24) Trustee or director | 0.4 | $0 |
| TIMOTHY BARELLI | BOARD MEMBER Trustee or director | 0.4 | $0 |
990 for the year ended June 30, 2024: 43 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RAFAEL PAYARE TORRES | MUSIC DIRECTOR Highest-paid employee | 40 | $563,500 | $0 |
| MARTHA A GILMER | C.E.O Officer | 40 | $453,095 | $51,912 |
| JEFF THAYER | CONCERT MASTER Highest-paid employee | 40 | $289,514 | $35,515 |
| LEA SLUSHER | VICE PRESIDENT OF ARTISTIC PLANNING Key employee | 40 | $224,617 | $23,418 |
| KATHERINE MCDONALD | CHIEF OF STAFF Highest-paid employee | 40 | $223,526 | $19,775 |
| SHERI BROEDLOW | VP OF INSTITUTUTIONAL ADVANCEMENT Highest-paid employee | 40 | $205,891 | $33,320 |
| MAUREEN CAMPBELL MELVILLE | C.F.O Officer | 40 | $214,481 | $23,286 |
| CRAIG HALL VICE PRESIDENT | MARKETING, & COMMUNICATIONS Highest-paid employee | 40 | $181,469 | $37,134 |
| DAVID SNYDER | CHAIR Trustee or director, Officer | 8 | $0 | $0 |
| COLETTE CARSON ROYSTON | VICE CHAIR Trustee or director, Officer | 0.4 | $0 | $0 |
| J WILLIAM WEBER | VICE CHAIR (THRU 09/23) Trustee or director, Officer | 0.4 | $0 | $0 |
| UNA DAVIS | VICE CHAIR Trustee or director, Officer | 0.4 | $0 | $0 |
| LINDA PLATT | SECRETARY Trustee or director, Officer | 0.4 | $0 | $0 |
| KATHLEEN DAVIS | TREASURER Trustee or director, Officer | 0.4 | $0 | $0 |
| ALAN PROHASKA | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| ANTHONY C BOGANEY MD FACS | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| ARLENE INCH | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| BEN CLAY | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| CHRISTOPHER SICKELS | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| DAVID BIALIS | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| DEBORAH PATE | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| DONALD SLATE | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| FRANK VIZCARRA | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| GLORIA STONE | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| HAL FUSON | IMMEDIATE PAST CHAIR Trustee or director | 0.4 | $0 | $0 |
| JANET GORRIE | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| JEFF LIGHT | BOARD MEMBER (THRU 01/24) Trustee or director | 0.4 | $0 | $0 |
| JERRI-ANN JACOBS | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| JULIA BROWN | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| KAREN SILBERMAN | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| KRIS KOPENSKY | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| LISA BEHUN | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| LISETTE FARRELL | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| MARIVI SHIVERS | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| MARTHA G DENNIS | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| MARY CASILLAS SALAS | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| MICHELLE ARTHUR | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| MITCHELL WOODBURY | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| NANCY HONG | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| PHYLLIS EPSTEIN | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| SHERRON SCHUSTER | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| TIMOTHY BARELLI | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
| WARREN KESSLER | BOARD MEMBER Trustee or director | 0.4 | $0 | $0 |
990 for the year ended June 30, 2023: 43 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RAFAEL PAYARE TORRES | MUSIC DIRECTOR Highest-paid employee | 40 | $562,000 | $0 |
| MARTHA A GILMER | C.E.O Officer | 40 | $454,686 | $29,354 |
| JEFF THAYER | CONCERT MASTER Highest-paid employee | 40 | $254,095 | $32,067 |
| LEA SLUSHER | VICE PRESIDENT OF ARTISTIC PLANNING Key employee | 40 | $224,901 | $14,889 |
| KATHERINE MCDONALD | CHIEF OF STAFF Highest-paid employee | 40 | $219,921 | $18,705 |
| SHERI BROEDLOW | VP OF INSTITUTUTIONAL ADVANCEMENT Highest-paid employee | 40 | $203,120 | $30,301 |
| MAUREEN CAMPBELL MELVILLE | C.F.O Officer | 40 | $211,901 | $18,289 |
| CRAIG HALL | VICE PRESIDENT OF MARKETIN Highest-paid employee | 40 | $176,919 | $34,542 |
| ALAN PROHASKA | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| ANTHONY C BOGANEY MD FACS | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| ARLENE INCH | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| BEN CLAY | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| CHRISTOPHER SICKELS | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| COLETTE CARSON ROYSTON | VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| DAVID BIALIS | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| DAVID SNYDER | IMMEDIATE PAST CHAIR Trustee or director | 4 | $0 | $0 |
| DEBORAH PATE | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| DONALD SLATE | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| FRANK VIZCARRA | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| GLORIA STONE | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| HAL FUSON | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| J WILLIAM WEBER | VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| JANET GORRIE | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| JATHAN SEGUR | BOARD MEMBER (THRU 10/22) Trustee or director | 4 | $0 | $0 |
| JEFF LIGHT | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| JOHN ZYGOWICZ | BOARD MEMBER (THRU 02/23) Trustee or director | 4 | $0 | $0 |
| JULIA BROWN | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| KATHLEEN DAVIS | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| KRIS KOPENSKY | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| LINDA PLATT | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| LISA BEHUN | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| LISETTE FARRELL | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| MARIVI SHIVERS | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| MARY CASILLAS SALAS | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| MITCHELL WOODBURY | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| NANCY HONG | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| PAM CESAK | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| PHYLLIS EPSTEIN | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| SHERRON SCHUSTER | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| TERRY ATKINSON | VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| TIMOTHY BARELLI | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| UNA DAVIS | VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| WARREN KESSLER | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1245 7TH AVE, SAN DIEGO, CA 92101-4302
- In care of
- % ATTN CFO
- Principal officer (990 for 2024)
- MARTHA GILMER, 1245 SEVENTH AVENUE, SAN DIEGO, CA 92101
- Signed the 990
- MARTHA GILMER, PRESIDENT & CEO
- Phone
- (619) 235-0800
- Website
- WWW.SANDIEGOSYMPHONY.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2040874 or by the name SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION.
- 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
CHANGING LIVES THROUGH MUSIC
Program accomplishments
- CONCERT EXPENSES: TO PROVIDE EDUCATIONAL AND CULTURAL ENRICHMENT TO THE SAN DIEGO AREA THROUGH LIVE MUSICAL CONCERTS.Expenses $44,651,071 · revenue $17,934,329
- PROMOTION AND BOX OFFICE: TO PROMOTE THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION'S MANY PERFORMANCES, RECEPTIONS AND EVENTS.Expenses $4,398,299
- EDUCATION OUTREACH: ADMINISTRATIVE AND PLANNING ACTIVITIES IN ASSISTING IN THE DEVELOPMENT OF FUTURE MUSICIANS AND TO BUILD FUTURE AUDIENCES. THE MAJORITY OF EXPENSES RELATING TO EDUCATION PROGRAMS ARE INCLUDED UNDER CONCERT EXPENSE ABOVE.Expenses $733,564
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
- 95-2040874
- 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
- 1949
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A690)
- Assets (IRS master file)
- $303,325,599
- Income (IRS master file)
- $55,818,277
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $50,686,168 | $63,989,208 | $303,325,599 | XML |
| 990 | June 2024 | $96,468,765 | $51,731,960 | $317,687,118 | XML |
| 990 | June 2023 | $92,959,770 | $53,733,025 | $259,140,120 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $89,363,619 | $44,156,463 | $199,800,029 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 95-2040874).
Questions about SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION
- What is the EIN of SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION?
- The employer identification number (EIN) of SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION is 95-2040874.
- Is SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
- Are donations to SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION 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 SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION 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 SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION 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 SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION?
- The 990 for the year ended June 30, 2025 names MARTHA GILMER.
- Who are the officers and directors of SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 42 people; 8 received compensation from the organization, the highest $712,000 (RAFAEL PAYARE TORRES, MUSIC DIRECTOR).
- How much revenue does SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $50,686,168, expenses of $63,989,208 and total assets of $303,325,599 at year end.
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