SAN DIEGO SYMPHONY FOUNDATION

EIN: 141858753 501(c)(3) Arts, Culture & Humanities

SAN DIEGO, CA

Total Revenue
$6,818,136
Total Expenses
$6,753,520
Total Assets
$122,216,757
Net Assets
$122,216,757
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
CA
Principal Officer
WARREN KESSLER
Phone
6192350800
Tax Period
2024-07-01 to 2025-06-30

SAN DIEGO SYMPHONY FOUNDATION, founded in 2002, is a community nonprofit in the Arts, Culture & Humanities sector that reported $6.8M in total revenue in fiscal year 2024. Net assets of $122.2M represent 215 months of operating reserves.

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.

Program Service Accomplishments

Program 1
Expenses: $5,919,800 Revenue: $0

SUPPORT FOR OPERATING EXPENSES OF THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,330,000
Program Service Revenue $0
Investment Income $5,488,136
Other Revenue $0
TOTAL REVENUE $6,818,136

Expense Breakdown

Grants Paid $5,919,800
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $5,919,800
Other Expenses $833,720
TOTAL EXPENSES $6,753,520

Year-over-Year Comparison

2024 2023 Change
Revenue $6,818,136 $6,443,962 +0.1%
Expenses $6,753,520 $6,649,366 +0.0%
Net Income $64,616 $-205,404 -1.3%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
10
Employees
N/A
Volunteers
10

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$604,744
Total Directors
11
$604,744
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARTHA A GILMER DIRECTOR/PRESIDENT & CEO 0.20
Officer Director
$0 $70,625 $604,744
WARREN O KESSLER MD CHAIR 0.20
Officer Director
$0 $0 $0
DAVID SNYDER VICE CHAIR 0.20
Officer Director
$0 $0 $0
SANDRA LEVINSON SECRETARY 0.20
Officer Director
$0 $0 $0
MITCHELL R WOODBURY TREASURER 0.20
Officer Director
$0 $0 $0
EUNICE BRAGIAS DIRECTOR 0.20
Director
$0 $0 $0
ROBERT CAPLAN ESQ DIRECTOR 0.20
Director
$0 $0 $0
HAL FUSON DIRECTOR 0.20
Director
$0 $0 $0
SUSAN MALLORY DIRECTOR 0.20
Director
$0 $0 $0
JEREMY PEARL DIRECTOR 0.20
Director
$0 $0 $0
MARK STUART DIRECTOR 0.20
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $6,818,136 $6,753,520 $122,216,757 $64,616
2024 $6,443,962 $6,649,366 $115,752,972 $-205,404
2023 $4,337,118 $6,548,928 $110,066,866 $-2,211,810
2022 $1,941,451 $5,944,483 $107,205,275 $-4,003,032
2021 $925,945 $5,800,922 $121,018,561 $-4,874,977
2020 $838,405 $5,704,351 $98,331,923 $-4,865,946
2019 $52,084,293 $4,152,805 $102,959,251 $47,931,488
2018 $1,115,910 $3,109,114 $53,139,400 $-1,993,204
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