San Diego Early Music Society

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

Pamela Narbona Jerez

Phone

6192918246

Tax Period

2024-07-01 to 2025-06-30

San Diego Early Music Society, founded in 1983, is a small nonprofit that reported $274K in total revenue in fiscal year 2024. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $234K left a modest 15% surplus.

Mission

The San Diego Early Music Society (SDEMS) fosters the appreciation and performance of early music (music of the Medieval, Renaissance, and Baroque periods) in the greater San Diego area through concert presentations. SDEMS seeks to diversify and enhance cultural life in our community by presenting outstanding concerts by internationally recognized musicians. Early music is an important branch of the Western cultural tradition that is underserved by mainstream musical organizations in San Diego. SDEMS performances often feature the use of musical instruments and performance practices appropriate to the period in which the music was composed.

Program Service Accomplishments

Program 1

Expenses: $170,663 Revenue: $83,110

The San Diego Early Music Society fosters the appreciation of music written before 1800 in the greater San Diego area through performances and educational outreach. The Society seeks to enhance...

The San Diego Early Music Society fosters the appreciation of music written before 1800 in the greater San Diego area through performances and educational outreach. The Society seeks to enhance cultural offerings in San Diego by presenting outstanding concerts by internationally recognized musicians. Early music is an important branch of the Western cultural tradition that is not represented in programming by other musical organizations in San Diego. Performances by San Diego Early Music Society guest artists feature musical instruments and performance practices appropriate to the period in which the music was composed; these instruments are always a focal point of early music performances.During the 2024-2025 season, the Society presented seven Main Series concerts featuring international artists, and three Solo Series showcasing one soloist from the US and two international artists. The Society also hosted multiple outreach events in cities across the county, serving dozens of community members and students and employing local and visiting artists. These events were free and open to the public, and set up in collaboration with colleges, churches, and other local arts organizations. This season, the Society hosted the third annual San Diego Early Music Showcase and the second Early Music Sing-Along. These one-day events were free to the public and generated a lot of interest and attention among new patrons.

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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 $175,264

Program Service Revenue $83,110

Investment Income $15,491

Other Revenue $0

TOTAL REVENUE $273,865

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,189

Fundraising Expenses $5,861

Program Expenses $170,663

Other Expenses $205,314

TOTAL EXPENSES $233,503

Year-over-Year Comparison

	2024	2023	Change
Revenue	$273,865	$495,460	-0.4%
Expenses	$233,503	$191,743	+0.2%
Net Income	$40,362	$303,717	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

N/A

Employees

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

$12,656

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Pamela Narbona Jerez	Executive Dir.	7.00	Officer	$12,656	$0	$12,656
William Propp	Director	1.00	Director	$0	$0	$0
Laurent Planchon	Vice President	5.00	Officer Director	$0	$0	$0
David Jacobson	Secretary	1.00	Officer Director	$0	$0	$0
Kathlyn Robbins	President	1.00	Officer Director	$0	$0	$0
Elisabeth Fidler	Treasurer	1.00	Officer Director	$0	$0	$0
Takae Ohnishi	Director	1.00	Director	$0	$0	$0
Samuel Buse	Director	0.00	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	$273,865	$233,503	$653,015	$40,362
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