THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION

EIN: 952040874 501(c)(3) Arts, Culture & Humanities

SAN DIEGO, CA

Total Revenue
$50,686,168
Total Expenses
$63,989,208
Total Assets
$303,325,599
Net Assets
$217,313,732
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1928
Legal Domicile
CA
Principal Officer
MARTHA GILMER
Phone
6192350800
Tax Period
2024-07-01 to 2025-06-30

THE SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION, founded in 1928, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $50.7M in total revenue in fiscal year 2024. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $64.0M exceeded revenue, resulting in a 26% operating deficit.

Mission

TO PROMOTE THE CAUSE OF MUSICAL ART AND CULTURE IN THE COUNTY AND COMMUNITY

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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 $26,244,896
Program Service Revenue $17,934,329
Investment Income $-4,296,814
Other Revenue $10,803,757
TOTAL REVENUE $50,686,168

Expense Breakdown

Grants Paid $0
Salaries & Benefits $30,122,640
Fundraising Expenses $3,047,737
Program Expenses $49,782,934
Other Expenses $33,671,231
TOTAL EXPENSES $63,989,208

Year-over-Year Comparison

2024 2023 Change
Revenue $50,686,168 $96,468,765 -0.5%
Expenses $63,989,208 $51,731,960 +0.2%
Net Income $-13,303,040 $44,736,805 -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

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Liquidity & Cash Position

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Governance

Voting Members
28
Independent Members
28
Employees
811
Volunteers
550

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
6
$846,345
Total Directors
34
$0
Key Employees
1
$255,641
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID SNYDER CHAIR 8.00
Officer Director
$0 $0 $0
COLETTE ROYSTON VICE CHAIR 0.40
Officer Director
$0 $0 $0
LINDA PLATT SECRETARY 0.40
Officer Director
$0 $0 $0
KRIS KOPENSKY BOARD MEMBER 0.40
Officer Director
$0 $0 $0
MICHELLE ARTHUR BOARD MEMBER 0.40
Director
$0 $0 $0
LISA BEHUN BOARD MEMBER 0.40
Director
$0 $0 $0
DAVID BIALIS TREASURER 0.40
Director
$0 $0 $0
STEVE BJORG BOARD MEMBER 0.40
Director
$0 $0 $0
ANTHONY C BOGANEY MD FACS BOARD MEMBER 0.40
Director
$0 $0 $0
ANNETTE BRADBURY BOARD MEMBER 0.40
Director
$0 $0 $0
BEN CLAY BOARD MEMBER 0.40
Director
$0 $0 $0
MARTHA G DENNIS BOARD MEMBER 0.40
Director
$0 $0 $0
KARIN EASTHAM BOARD MEMBER 0.40
Director
$0 $0 $0
PHYLLIS EPSTEIN BOARD MEMBER 0.40
Director
$0 $0 $0
HAL FUSON IMMEDIATE PAST CHAIR 0.40
Director
$0 $0 $0
JANET GORRIE BOARD MEMBER 0.40
Director
$0 $0 $0
ARLENE INCH BOARD MEMBER 0.40
Director
$0 $0 $0
JERRI-ANN JACOBS BOARD MEMBER 0.40
Director
$0 $0 $0
WARREN KESSLER BOARD MEMBER 0.40
Director
$0 $0 $0
DEBORAH PATE BOARD MEMBER 0.40
Director
$0 $0 $0
SHERRON SCHUSTER BOARD MEMBER 0.40
Director
$0 $0 $0
MARIVI SHIVERS BOARD MEMBER 0.40
Director
$0 $0 $0
KAREN FOSTER SILBERMAN BOARD MEMBER 0.40
Director
$0 $0 $0
GLORIA STONE BOARD MEMBER 0.40
Director
$0 $0 $0
FRANK VIZCARRA BOARD MEMBER 0.40
Director
$0 $0 $0
JAMES WHISTLER BOARD MEMBER 0.40
Director
$0 $0 $0
MITCHELL WOODBURY BOARD MEMBER 0.40
Director
$0 $0 $0
ALAN PROHASKA BOARD MEMBER (THRU 10/24) 0.40
Director
$0 $0 $0
CHRISTOPHER SICKLES BOARD MEMBER (THRU 4/25) 0.40
Director
$0 $0 $0
DONALD SLATE BOARD MEMBER (THRU 10/24) 0.40
Director
$0 $0 $0
JULIA BROWN BOARD MEMBER (THRU 10/24) 0.40
Director
$0 $0 $0
LISETTE FARRELL BOARD MEMBER (THRU 10/24) 0.40
Director
$0 $0 $0
MARY CASILLAS SALAS BOARD MEMBER (THRU 08/24) 0.40
Director
$0 $0 $0
TIMOTHY BARELLI BOARD MEMBER 0.40
Director
$0 $0 $0
MARTHA A GILMER PRESIDENT & CEO 40.00
Officer
$534,119 $70,625 $604,744
MAUREEN CAMPBELL MELVILLE CFO 40.00
Officer
$217,636 $23,965 $241,601
LEA SLUSHER VP OF ARTISTIC PLANNING 40.00
Key Emp
$229,848 $25,793 $255,641
RAFAEL PAYARE TORRES MUSIC DIRECTOR 40.00
Highest
$712,000 $0 $712,000
JEFF THAYER CONCERT MASTER 40.00
Highest
$305,475 $60,757 $366,232
SHERI BROEDLOW VP OF INSTITUTIONAL ADVANCEMENT 40.00
Highest
$233,536 $41,140 $274,676
CRAIG HALL VP OF MARKETING & COMMUNICATIONS 40.00
Highest
$183,343 $52,540 $235,883
KATHERINE MCDONALD CHIEF OF STAFF 40.00
Highest
$195,384 $17,248 $212,632
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 $50,686,168 $63,989,208 $303,325,599 $-13,303,040
2024 $96,468,765 $51,731,960 $317,687,118 $44,736,805
2023 $92,959,770 $53,733,025 $259,140,120 $39,226,745
2022 $89,363,619 $44,156,463 $199,800,029 $45,207,156
2021 $56,683,795 $19,680,858 $168,111,113 $37,002,937
2021 $56,683,795 $19,680,858 $168,111,113 $37,002,937
2020 $47,933,671 $33,902,123 $108,915,150 $14,031,548
2019 $37,430,290 $29,246,097 $57,072,246 $8,184,193
2018 $25,781,888 $27,760,262 $43,620,602 $-1,978,374
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