Santa Rosa Symphony Association
- Assets
- $23.0m
- Revenue
- $6.3m
- Investments
- $7.9m
- Employees
- 211
- Location
- Santa Rosa, CA
- Founding
- 11/1988
- Data as of
- 06/2022
- EIN
- 94-6134075
Organization Overview
Santa Rosa Symphony Association is located in Santa Rosa, CA. The organization was established in 1988. According to its NTEE Classification (A69) the organization is classified as: Symphony Orchestras, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 06/2022, Santa Rosa Symphony Association employed 211 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Santa Rosa Symphony Association is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Santa Rosa Symphony Association generated $6.3m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.2% each year. All expenses for the organization totaled $4.8m during the year ending 06/2022. While expenses have increased by 3.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE PROMOTION OF THE ART OF SYMPHONY MUSIC THROUGH CLASSICAL MUSIC PERFORMANCES, OUTREACH, AND MUSIC EDUCATION.
Describe the Organization's Program Activity:
CLASSICAL MUSIC PERFORMANCES INCLUDING THE CLASSICAL SERIES, FAMILY SERIES, POPS SERIES, SPECIAL CONCERTS AND SENIOR OUTREACH WITH A TOTAL ATTENDANCE OF 28,000.
MUSIC EDUCATION REACHING 30,000 YOUNG PEOPLE IN SCHOOL DEMONSTRATIONS; FIVE YOUTH ENSEMBLE PROGRAMS; SUMMER MUSIC ACADEMY; AND SIX MUSIC PROGRAMS FOR SCHOOLS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Alan Silow President & CEO | Officer | 40 | $241,031 |
Kathleen Gebhardt Director Of Finance & Admi | Officer | 40 | $104,700 |
Tim Beswick Director Of Artistic Opera | Officer | 40 | $98,630 |
Keven Brown Vice Chairman | OfficerTrustee | 2 | $0 |
Corinne Byrd Chairman | OfficerTrustee | 2 | $0 |
Alan Seidenfeld Past Chairman | OfficerTrustee | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
50sra Partners Lp Administrative Office Rent | 6/29/22 | $110,220 |
Acfea Tour Consultants Concert Tour Organizer | 6/29/22 | $278,421 |
Francesco Lecce-chong Srs Music Director / Conductor | 6/29/22 | $130,500 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $488,990 |
| Related organizations | $0 |
| Government grants | $1,303,614 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,219,632 |
| Noncash contributions included in lines 1a–1f | $17,739 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $4,012,236 |
| Total Program Service Revenue | $1,923,744 |
| Investment income | $330,368 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $32,394 |
| Net Income from Fundraising Events | $3,721 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $6,302,463 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $556,195 |
| Compensation of current officers, directors, key employees. | $433,623 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,374,265 |
| Pension plan accruals and contributions | $41,506 |
| Other employee benefits | $228,279 |
| Payroll taxes | $178,709 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $324,504 |
| Advertising and promotion | $197,987 |
| Office expenses | $0 |
| Information technology | $6,756 |
| Royalties | $0 |
| Occupancy | $275,745 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $10,219 |
| Insurance | $17,489 |
| All other expenses | $75,086 |
| Total functional expenses | $4,840,611 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,936,340 |
| Savings and temporary cash investments | $2,766,088 |
| Pledges and grants receivable | $917,500 |
| Accounts receivable, net | $21,953 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $101,618 |
| Net Land, buildings, and equipment | $10,688 |
| Investments—publicly traded securities | $8,489,128 |
| Investments—other securities | $7,851,518 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $906,795 |
| Total assets | $23,001,628 |
| Accounts payable and accrued expenses | $290,100 |
| Grants payable | $0 |
| Deferred revenue | $825,103 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $1,115,203 |
| Net assets without donor restrictions | $12,207,520 |
| Net assets with donor restrictions | $9,678,905 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $23,001,628 |
Grants Recieved
Over the last fiscal year, we have identified 14 grants that Santa Rosa Symphony Association has recieved totaling $356,375.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: ARTS, CULTURE & HUMANITIES | $94,300 |
William & Flora Hewlett Foundation Menlo Park, CA PURPOSE: FOR GENERAL OPERATING SUPPORT | $75,000 |
Community Foundation Sonoma County Santa Rosa, CA PURPOSE: FOR MUSIC EDUCATION PROGRAMS | $40,975 |
Community Foundation Of The Napa Valley Napa, CA PURPOSE: FOR GENERAL SUPPORT | $40,000 |
Community Foundation Of The Napa Valley Napa, CA PURPOSE: FOR GENERAL SUPPORT | $30,000 |
Trione Family Foundation Santa Rosa, CA PURPOSE: UNDERWRITING CLASSICAL SERIES | $25,000 |
Endowment Analysis
| Beg. Balance | $17,600,056 |
| Earnings | -$1,679,112 |
| Admin Expense | $4,377 |
| Net Contributions | $766,154 |
| Other Expense | $236,050 |
| Ending Balance | $16,446,671 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
San Diego Symphony Orchestra Association San Diego, CA | $168,111,113 | $56,683,795 |
Oregon Symphony Association Portland, OR | $27,740,551 | $13,773,397 |
Pacific Symphony Irvine, CA | $52,133,763 | $17,603,170 |
San Diego Symphony Foundation San Diego, CA | $121,018,561 | $925,945 |
Philharmonia Baroque Orchestra & Chorale San Francisco, CA | $8,005,058 | $4,824,687 |
Santa Rosa Symphony Association Santa Rosa, CA | $23,001,628 | $6,302,463 |
Tucson Symphony Society Tucson, AZ | $15,428,177 | $6,501,284 |
Phoenix Symphony Association Phoenix, AZ | $1,368,252 | $4,890,998 |
Pasadena Symphony Association Pasadena, CA | $11,596,205 | $5,563,647 |
Santa Barbara Symphony Orchestra Association Santa Barbara, CA | $1,028,763 | $2,763,199 |
The Los Angeles Chamber Orchestra Society Inc Los Angeles, CA | $5,194,806 | $3,490,076 |
Eugene Symphony Association Inc Eugene, OR | $630,258 | $3,023,786 |