SAN DIEGO SYMPHONY FOUNDATION (EIN 141858753) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

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

SUPPORTING ORGANIZATION THAT SUPPORTS 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%)

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$604,744

Total Directors

$604,744

Key Employees

Highest Compensated

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

SAN DIEGO SYMPHONY FOUNDATION