SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION

EIN: 952104089 501(c)(3) Arts, Culture & Humanities

SANTA BARBARA, CA

Total Revenue
$5,873,650
Total Expenses
$4,306,196
Total Assets
$4,891,770
Net Assets
$4,010,014
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Financial Trends

Organization Details

Formation Year
1953
Legal Domicile
CA
Principal Officer
CHRISTOPHER D HARRIS
Phone
8058989386
Tax Period
2024-07-01 to 2025-06-30

SANTA BARBARA SYMPHONY ORCHESTRA ASSOCIATION, founded in 1953, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.9M in total revenue in fiscal year 2024. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 27% operating margin.

Mission

THE MISSION OF THE SANTA BARBARA SYMPHONY IS TO ENRICH THE LIVES OF SANTA BARBARA RESIDENTS BY PRODUCING THE HIGHEST-QUALITY MUSICAL EXPERIENCES, ACCESSIBLE TO THE ENTIRE COMMUNITY, AND TO INSPIRE A PASSION FOR SYMPHONIC MUSIC IN THE NEXT GENERATION OF AUDIENCE MEMBERS, MUSICIANS, AND FUNDERS.

Program Service Accomplishments

Program 1
Expenses: $2,384,161

NOW IN ITS 73RD YEAR, THE SANTA BARBARA SYMPHONY DELIVERS ARTISTIC EXCELLENCE, FUELS ARTISTIC COLLABORATION, PROVIDES OUTSTANDING MUSIC EDUCATION, AND SERVES AS A CATALYST FOR COMMUNITY PARTNERSHIP...

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NOW IN ITS 73RD YEAR, THE SANTA BARBARA SYMPHONY DELIVERS ARTISTIC EXCELLENCE, FUELS ARTISTIC COLLABORATION, PROVIDES OUTSTANDING MUSIC EDUCATION, AND SERVES AS A CATALYST FOR COMMUNITY PARTNERSHIP ALL THROUGH SYMPHONIC MUSIC. UNDER THE CHARISMATIC LEADERSHIP OF MAESTRO NIR KABARETTI, MUSIC & ARTISTIC DIRECTOR SINCE 2006, THE SYMPHONY IS ONE OF THE REGION'S PREMIER CULTURAL INSTITUTIONS. THIS GLOBALLY ADMIRED CONDUCTOR AND SANTA BARBARA RESIDENT INVIGORATES AUDIENCES AND MUSICIANS ALIKE THROUGH HIS PASSION, CREATIVITY, AND VAST EXPERIENCE. THE SYMPHONY FOSTERS COMMUNITY, CONNECTION, AND BELONGING THROUGH EXPANSIVE SYMPHONIC PROGRAMS: A SEVEN-CONCERT SUBSCRIPTION SERIES (TWO PERFORMANCES EACH MONTH, OCTOBER THROUGH MAY), A NEW YEAR'S EVE POPS CONCERT, AND BOOKINGS THAT INCLUDE A FOURTH OF JULY CONCERT, ALONGSIDE ANCILLARY EVENTS DESIGNED TO BUILD CONNECTIONS BETWEEN THE COMMUNITY, THE MUSICIANS, AND THE MUSIC. THESE INCLUDE INTIMATE HOUSE CONCERTS, OPEN REHEARSALS, FREE MASTERCLASSES, PRE-CONCERT CONVERSATIONS AND LECTURES, MEET-AND-GREETS, ARTIST BACKSTAGE HOSPITALITY BY THE GREEN ROOM GANG VOLUNTEERS, AND MUSICIAN HOUSING HOSTS DRAWN FROM THE COMMUNITY. THE SYMPHONY ALSO CREATES UNIQUE MUSIC EDUCATION INITIATIVES THAT REACH UNDERSERVED POPULATIONS ACROSS THE GREATER SANTA BARBARA REGION. SINCE 2020, THE SYMPHONY HAS BEEN GUIDED BY THE TRIUMVIRATE NIR KABARETTI, MUSIC & ARTISTIC DIRECTOR; KATHRYN R MARTIN, PRESIDENT & CEO; AND JANET GARUFIS, BOARD CHAIR EMPOWERED BY THE BOARD TO TAKE BOLD ACTION. TOGETHER THEY HAVE ESTABLISHED OPERATIONAL RESERVES, ELIMINATED DEBT, BUILT ATTENDANCE, GROWN EARNED AND PHILANTHROPIC REVENUE, AND STRENGTHENED RELATIONSHIPS WITH MUSICIANS, STAFF, BOARD, AND COMMUNITY STAKEHOLDERS. THE SYMPHONY NOW STANDS IN A POSITION OF STABILITY AND STRENGTH, EXPLORING NEW WAYS TO BE AN INDISPENSABLE MEMBER OF THE COMMUNITY. FOR MORE INFORMATION, VISIT WWW.THESYMPHONY.ORG.

Program 2
Expenses: $408,535

THE SANTA BARBARA SYMPHONY'S MUSIC EDUCATION PROGRAMS ARE THE ONLY PROGRAMS IN THE REGION TIED TO A PROFESSIONAL SYMPHONY ORCHESTRA. CONNECTING MUSICIANS TO KIDS, KIDS TO MUSIC, AND MUSIC TO THE...

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THE SANTA BARBARA SYMPHONY'S MUSIC EDUCATION PROGRAMS ARE THE ONLY PROGRAMS IN THE REGION TIED TO A PROFESSIONAL SYMPHONY ORCHESTRA. CONNECTING MUSICIANS TO KIDS, KIDS TO MUSIC, AND MUSIC TO THE COMMUNITY, THE SYMPHONY PROVIDES CONSISTENT, HIGH-CALIBER IMPACT THROUGH TWO KEY PROGRAMS: THE MUSIC VAN PROGRAM AND THE YOUTH ENSEMBLES PROGRAM. WITH THE SUPPORT OF SYMPHONY DONORS, BOTH ARE ACCESSIBLE TO ALL STUDENTS, OFFERING NEEDS-BASED TUITION AND PRIVATE LESSON SCHOLARSHIPS, FREE INSTRUMENT LOANS, AND SUBSIDIZED CONCERT TICKETS. MUSIC VAN PROGRAM. DURING THE 2024/25 ACADEMIC YEAR, THE MUSIC VAN A POLKA-DOTTED MOBILE CLASSROOM FILLED WITH EVERY INSTRUMENT FOUND IN A SYMPHONY ORCHESTRA PROVIDED INTERACTIVE, HANDS-ON INSTRUMENT EXPERIENCES TO MORE THAN 1,940 THIRD-GRADE STUDENTS AT 45 SCHOOLS ACROSS SANTA BARBARA COUNTY, DELIVERED IN 97 SESSIONS. THE AGE-APPROPRIATE CURRICULUM INTRODUCES CHILDREN TO THE LOVE OF LEARNING AND JOY OF PLAYING AN INSTRUMENT. THE PROGRAM IS OFFERED FREE TO SCHOOLS AND HELPS MEET A CALIFORNIA MANDATE ESTABLISHED IN 2021, WHICH ENCOURAGES SCHOOLS TO PARTNER WITH LOCAL ORGANIZATIONS TO PROVIDE NINE HOURS PER DAY OF INSTRUCTIONAL TIME, BOTH IN AND OUT OF THE CLASSROOM. IN 2024/25, SCHOOLS SERVED INCLUDED 12 IN SANTA BARBARA UNIFIED SCHOOL DISTRICT, 11 IN GOLETA UNION SCHOOL DISTRICT, 4 IN CARPINTERIA SCHOOL DISTRICT, 3 IN HOPE SCHOOL DISTRICT, AND 15 IN OTHER NORTH AND SOUTH COUNTY DISTRICTS. 25 OF THE SCHOOLS SERVED WERE TITLE I. THROUGH A PARTNERSHIP WITH THE OJAI MUSIC FESTIVAL, THE MUSIC VAN ADDITIONALLY SERVED 4 SCHOOLS IN OJAI, REACHING AN ESTIMATED 250 STUDENTS. YOUTH ENSEMBLES PROGRAM. IN THE 2024/25 ACADEMIC YEAR, THE SYMPHONY'S THREE YOUTH ENSEMBLES THE CAMERATA ENSEMBLE, PHILHARMONIA ORCHESTRA, AND SANTA BARBARA YOUTH SYMPHONY PROVIDED DEDICATED MUSIC EDUCATION AND INSTRUCTION TO 108 STUDENTS IN GRADES 3 THROUGH 12, AN INCREASE OVER THE PRIOR YEAR. OF THE 108 PARTICIPATING STUDENTS, 27 WERE LOW-INCOME AND SUPPORTED BY NEEDS-BASED SCHOLARSHIPS COVERING TUITION, FREE INSTRUMENT LOANS AND REPAIRS, AND PRIVATE LESSONS; OF THOSE, 13 IDENTIFIED AS HISPANIC/LATINX, 5 AS CAUCASIAN, 4 AS MULTIETHNIC/OTHER, AND 3 AS ASIAN/ASIAN-AMERICAN. THE YOUTH ENSEMBLES PROVIDE STUDENTS WITH IMPORTANT LIVE PERFORMANCE OPPORTUNITIES BOTH AS ACTIVE MUSIC-MAKERS AND THROUGH INSPIRATION AND CONNECTION TO THE PROFESSIONAL SYMPHONY.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,441,574
Program Service Revenue $1,372,103
Investment Income $60,893
Other Revenue $-920
TOTAL REVENUE $5,873,650

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,749,852
Fundraising Expenses $873,644
Program Expenses $2,792,696
Other Expenses $1,556,344
TOTAL EXPENSES $4,306,196

Year-over-Year Comparison

2024 2023 Change
Revenue $5,873,650 $3,250,001 +0.8%
Expenses $4,306,196 $3,859,333 +0.1%
Net Income $1,567,454 $-609,332 -3.6%
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
20
Independent Members
20
Employees
198
Volunteers
160

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
$220,194
Total Directors
20
$0
Key Employees
2
$344,266
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JANET GARUFIS BOARD CHAIR 2.00
Officer Director
$0 $0 $0
CHRIS HARRIS BOARD TREASURER 2.00
Officer Director
$0 $0 $0
MICHELLE RICHARDSON BOARD SECRETARY 1.00
Officer Director
$0 $0 $0
TODD ALDRICH DIRECTOR 2.00
Officer Director
$0 $0 $0
DAN BURNHAM DIRECTOR 1.00
Director
$0 $0 $0
SARAH CHRISMAN DIRECTOR 1.00
Director
$0 $0 $0
STEPHEN ERICKSON DIRECTOR 1.00
Director
$0 $0 $0
DAVIS FANSLER DIRECTOR 1.00
Director
$0 $0 $0
DON GILMAN EDD DIRECTOR 1.00
Director
$0 $0 $0
SAM HEDGPETH DIRECTOR 1.00
Director
$0 $0 $0
PALMER JACKSON JR DIRECTOR 1.00
Director
$0 $0 $0
RACHEL KAGANOFF DIRECTOR 1.00
Director
$0 $0 $0
GEORGE KONSTANTINOW PH D DIRECTOR 1.00
Director
$0 $0 $0
ROBERT KOENIG DIRECTOR 1.00
Director
$0 $0 $0
ISABELLE MEYER STAPF DIRECTOR 1.00
Director
$0 $0 $0
JIM MOOY DIRECTOR 1.00
Director
$0 $0 $0
ANNE SAGE DIRECTOR 1.00
Director
$0 $0 $0
HOWARD J SMITH DIRECTOR 1.00
Director
$0 $0 $0
MIKE WEEMS DIRECTOR 1.00
Director
$0 $0 $0
ROBERT WEINMAN PHD DIRECTOR 1.00
Director
$0 $0 $0
KATHRYN R MARTIN PRESIDENT & CEO 40.00
Officer
$199,066 $21,128 $220,194
NIR KABARETTI MUSIC & ARTISTIC DIRECTOR, EX-OFFICIO DIRECTOR 40.00
Key Emp
$185,219 $23,749 $208,968
NATASHA MILLER-ZAHN VP OF FINANCE 40.00
Key Emp
$127,953 $7,345 $135,298
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 $5,873,650 $4,306,196 $4,891,770 $1,567,454
2024 No data No data No data No data
2023 $4,706,076 $3,509,003 $3,815,469 $1,197,073
2022 $3,894,335 $4,038,650 $2,638,412 $-144,315
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