San Diego Early Music Society

EIN: 330012984 501(c)(3)

San Diego, CA

Total Revenue
$251,609
Total Expenses
$185,156
Total Assets
$308,936
Net Assets
$308,936
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
CA
Principal Officer
Pamela Narbona Jerez
Phone
6192918246
Tax Period
2022-07-01 to 2023-06-30

San Diego Early Music Society, founded in 1983, is a small nonprofit that reported $252K in total revenue in fiscal year 2022. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $66K, a strong 26% operating margin.

Mission

The San Diego Early Music Society is a non-profit organization founded to showcase the musical treasures of the medieval, Renaissance, and Baroque periods, as performed on period instruments and in accordance with historical practice. The Society was established in 1981 and has presented concerts in churches, small halls, museums, and homessettings for which the music was composed.Artists internationally renowned for their performances and recordings are presented in concert each season. World-class vocal and instrumental soloists, ensembles, and chamber orchestras perform an exciting repertoire from various periods and countries.

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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 (2022)

Revenue Breakdown

Contributions & Grants $175,280
Program Service Revenue $76,297
Investment Income $32
Other Revenue $0
TOTAL REVENUE $251,609

Expense Breakdown

Grants Paid $0
Salaries & Benefits $15,917
Fundraising Expenses $7,539
Program Expenses $147,843
Other Expenses $169,239
TOTAL EXPENSES $185,156

Year-over-Year Comparison

2022 2021 Change
Revenue $251,609 $152,205 +0.7%
Expenses $185,156 $179,454 +0.0%
Net Income $66,453 $-27,249 -3.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
10
Independent Members
N/A
Employees
3
Volunteers
5

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
4
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kathlyn Robbins Director 1.00
Director
$0 $0 $0
Takae Ohnishi Director 1.00
Director
$0 $0 $0
Douglas Lynn Director 1.00
Director
$0 $0 $0
Sally Buffinton Director 1.00
Director
$0 $0 $0
David Camp Director 1.00
Director
$0 $0 $0
William Propp Director 1.00
Director
$0 $0 $0
Pamela Narbona Jerez President 5.00
Officer
$0 $0 $0
Laurent Planchon Vice President 5.00
Officer
$0 $0 $0
David Jacobson Secretary 1.00
Officer
$0 $0 $0
Elisabeth Fidler Treasurer 1.00
Officer
$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
2024 No data No data No data No data
2023 $251,609 $185,156 $308,936 $66,453
2020 $175,134 $121,556 $231,523 $53,578
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