CALIFORNIA SYMPHONY ORCHESTRA INC

EIN: 943024038 501(c)(3) Arts, Culture & Humanities

Walnut Creek, CA

Total Revenue
$1,577,539
Total Expenses
$1,669,630
Total Assets
$330,718
Net Assets
$-274,483
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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
CA
Principal Officer
Barbara Hodgkinson
Phone
9252802490
Tax Period
2024-08-01 to 2025-07-31

CALIFORNIA SYMPHONY ORCHESTRA INC, founded in 1986, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

Since its inception in 1986, the Symphony has included a work by an American composer and featured world-renowned guest artists on many of its programs.

Program Service Accomplishments

Program 1
Expenses: $858,415 Revenue: $365,218

Concerts and ProductionThe California Symphony is the resident professional orchestra of the Dean Lesher Regional Center for the Arts in Walnut Creek, California and regularly performs to capacity...

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Concerts and ProductionThe California Symphony is the resident professional orchestra of the Dean Lesher Regional Center for the Arts in Walnut Creek, California and regularly performs to capacity audiences in the Hofmann Theatre. During a typical season the Symphony serves an audience of more than 33,000 individuals, and thousands more hear the orchestra through Classical 102.1 KDFC radio broadcasts. The Symphony also performs at other locations within the greater San Francisco Bay Area.

Program 2

Educational ProgramsMusic education for the children and adults of this community is an integral part of the Symphonys mission, and several programs are offered: Sound Minds, inspired by the El...

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Educational ProgramsMusic education for the children and adults of this community is an integral part of the Symphonys mission, and several programs are offered: Sound Minds, inspired by the El Sistema program of Venezuela, serves at-risk elementary students with music lessons and academic enrichment, completely free of charge to students and families; the family concert and traveling instrument petting zoo; community fairs and events; panel discussions and lectures at local libraries; Fresh Look The Symphony Exposed, an adult education program for those new to classical music; and the Young American Composer-in-Residence Program, a three year residency for emerging young composers, which includes visits to local schools and music programs in addition to commissions and world premieres of new music every year.

Program 3

Cost of DevelopmentSupport from corporations and businesses provides essential funding for the California Symphony, enabling us to sustain our tradition of musical creativity and excellence. In...

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Cost of DevelopmentSupport from corporations and businesses provides essential funding for the California Symphony, enabling us to sustain our tradition of musical creativity and excellence. In return, the Symphony is able to keep ticket prices accessible to the public, support education and outreach programs and enhance the region's quality of life.The California Symphony's supporters and audience make up a highly sophisticated and desirable demographic. We offer our corporate sponsors a unique opportunity to achieve heightened visibility with many of these important business and community leaders through advertising, public relations and promotions.

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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 $1,266,892
Program Service Revenue $365,218
Investment Income $48
Other Revenue $-54,619
TOTAL REVENUE $1,577,539

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,149,526
Fundraising Expenses $19,356
Program Expenses $858,415
Other Expenses $520,104
TOTAL EXPENSES $1,669,630

Year-over-Year Comparison

2024 2023 Change
Revenue $1,577,539 $1,422,484 +0.1%
Expenses $1,669,630 $1,907,888 -0.1%
Net Income $-92,091 $-485,404 -0.8%
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
15
Independent Members
15
Employees
238
Volunteers
25

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
$295,575
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Lisa Dell Exec Director 40.00
Officer
$175,000 $6,000 $181,000
Sunshine Deffner General Manager 40.00
Officer
$114,575 $0 $114,575
Barbara Hodgkinson President 6.00
Officer Director
$0 $0 $0
William Armstrong Treasurer 2.00
Officer Director
$0 $0 $0
Susan Weinstein Secretary 2.00
Officer Director
$0 $0 $0
Julie Basque Director 1.00
Director
$0 $0 $0
Abigail Dye Director 1.00
Director
$0 $0 $0
Mike Elmore Director 1.00
Director
$0 $0 $0
Phil Gottlieb Director 1.00
Director
$0 $0 $0
Laura Glenn Director 1.00
Director
$0 $0 $0
Stephen Ingraham Director 1.00
Director
$0 $0 $0
Roll Kuo Director 1.00
Director
$0 $0 $0
Jack Pohlman Director 1.00
Director
$0 $0 $0
Mary Ellen Rockdale Director 1.00
Director
$0 $0 $0
Michael Weiner Director 1.00
Director
$0 $0 $0
Marcia Wilson Director 1.00
Director
$0 $0 $0
Donald Cabrera Music Director 40.00
$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 $1,577,539 $1,669,630 $330,718 $-92,091
2024 $1,422,484 $1,907,888 $241,931 $-485,404
2023 $2,226,688 $1,798,439 $456,844 $428,249
2022 $1,026,035 $1,524,758 $311,998 $-498,723
2021 $1,485,827 $1,135,950 $650,822 $349,877
2020 $1,266,101 $1,285,002 $460,034 $-18,901
2019 $2,346,070 $1,370,702 $711,976 $975,368
2018 $1,531,499 $1,254,739 $447,576 $276,760
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