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California Symphony Orchestra Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Symphony Orchestras (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.03M (2022)

Expenses
$1.52M (2022)

Total Assets
$312k (2022)

Total Liabilities
$454k (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,026,035
Expenses
$1,524,758
Net Income
-$498,723
Net Assets
-$141,843
Notable Sources of Revenue Percent of Total Revenue
Contributions $873,359
85.1%
Program Services $173,253
16.9%
Investment Income $1,144
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$21,721
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $150,000
9.8%
Professional Fundraising Fees $0
Other Salaries and Wages $725,053
47.6%
Assets/Debt
Total Assets $311,998
Total Liabilities $453,841
Net Assets -$141,843
Compensation
Key Employees and Officers Compensation Related Other
Lisa Dell (Exec Director) $138,333 $0 $0
Barbara Hodgkinson (President) $0 $0 $0
William H Armstrong (Treasurer) $0 $0 $0
Marcia Wilson (Secretary) $0 $0 $0
Julie Basque (Director) $0 $0 $0
Karl Bemesderfer (Director) $0 $0 $0
Abigail Dye (Director) $0 $0 $0
Mike Elmore (Director) $0 $0 $0
Nicholas Kanozik (Director) $0 $0 $0
Claire Kinney (Director) $0 $0 $0
Marc T Macaulay (Director) $0 $0 $0
Jacqueline Mills (Director) $0 $0 $0
Jack Pohlman (Director) $0 $0 $0
Laura Rehn (Director) $0 $0 $0
Mary Ellen Rockdale (Director) $0 $0 $0
Frederic Smith (Director) $0 $0 $0
Michael Weiner Md (Director) $0 $0 $0
Michael Winter (Director) $0 $0 $0
Susan Weinstein (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,485,827
Expenses
$1,135,950
Net Income
$349,877
Net Assets
$356,880
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,475,484
99.3%
Program Services $4,948
0.3%
Investment Income $1,002
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $4,393
0.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $134,000
11.8%
Professional Fundraising Fees $0
Other Salaries and Wages $537,924
47.4%
Assets/Debt
Total Assets $650,822
Total Liabilities $293,942
Net Assets $356,880
Compensation
Key Employees and Officers Compensation Related Other
Lisa Dell (Exec Director) $131,400 $0 $0
Barbara Hodgkinson (President) $0 $0 $0
William H Armstrong (Treasurer) $0 $0 $0
Marcia Wilson (Secretary) $0 $0 $0
Julie Basque (Director) $0 $0 $0
Karl Bemesderfer (Director) $0 $0 $0
Abigail Dye (Director) $0 $0 $0
Mike Elmore (Director) $0 $0 $0
Nicholas Kanozik (Director) $0 $0 $0
Claire Kinney (Director) $0 $0 $0
Marc T Macaulay (Director) $0 $0 $0
Jacqueline Mills (Director) $0 $0 $0
Jack Pohlman (Director) $0 $0 $0
Laura Rehn (Director) $0 $0 $0
Frederic Smith (Director) $0 $0 $0
Teresa Washburn (Director) $0 $0 $0
Michael Weiner Md (Director) $0 $0 $0
Michael Winter (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,266,101
Expenses
$1,285,002
Net Income
-$18,901
Net Assets
$7,003
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,078,256
85.2%
Program Services $192,113
15.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$4,268
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $104,584
8.1%
Professional Fundraising Fees $0
Other Salaries and Wages $632,714
49.2%
Assets/Debt
Total Assets $460,034
Total Liabilities $453,031
Net Assets $7,003
Compensation
Key Employees and Officers Compensation Related Other
Aubrey Bergauer (Exec Dir 2019) $112,500 $0 $0
Lisa Dell (Executive Dir.) $21,250 $0 $500
Barbara Hodgkinson (President) $0 $0 $0
William H Armstrong (Treasurer) $0 $0 $0
Marcia Wilson (Secretary) $0 $0 $0
Karl Bemesderfer (Director) $0 $0 $0
Abigail Dye (Director) $0 $0 $0
Mike Elmore (Director) $0 $0 $0
Marc T Macaulay (Director) $0 $0 $0
Jack Pohlman (Director) $0 $0 $0
Laura Rehn (Director) $0 $0 $0
Frederic Smith (Director) $0 $0 $0
Rick Starbuck (Director) $0 $0 $0
Teresa Washburn (Director) $0 $0 $0
Michael Weiner Md (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,346,070
Expenses
$1,370,702
Net Income
$975,368
Net Assets
$25,904
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,083,504
88.8%
Program Services $280,234
11.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$17,668
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $180,000
13.1%
Professional Fundraising Fees $0
Other Salaries and Wages $585,318
42.7%
Assets/Debt
Total Assets $711,976
Total Liabilities $686,072
Net Assets $25,904
Compensation
Key Employees and Officers Compensation Related Other
Aubrey Bergauer (Exec Dir 2019) $180,000 $0 $600
William H Armstrong (President) $0 $0 $0
Barbara Hodgkinson (Treasurer) $0 $0 $0
Marcia Wilson (Secretary) $0 $0 $0
Anshuk Gandhi (Director) $0 $0 $0
Marsha Joy (Director) $0 $0 $0
Marc T Macaulay (Director) $0 $0 $0
Jack Pohlman (Director) $0 $0 $0
Laura Rehn (Director) $0 $0 $0
Charles Scanlan (Director) $0 $0 $0
Frederic Smith (Director) $0 $0 $0
Jonathan Sousa (Director) $0 $0 $0
Teresa Washburn (Director) $0 $0 $0
Michael Weiner Md (Director) $0 $0 $0
Peter Witte (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,531,499
Expenses
$1,254,739
Net Income
$276,760
Net Assets
$50,537
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,292,892
84.4%
Program Services $249,587
16.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$10,980
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $154,000
12.3%
Professional Fundraising Fees $0
Other Salaries and Wages $551,675
44.0%
Assets/Debt
Total Assets $447,576
Total Liabilities $397,039
Net Assets $50,537
Compensation
Key Employees and Officers Compensation Related Other
Aubrey Bergauer (Exec Director) $154,000 $0 $0
William H Armstrong (President) $0 $0 $0
Barbara Hodgkinson (Treasurer) $0 $0 $0
Charles Scanlan (Secretary) $0 $0 $0
Charles Boyd (Director) $0 $0 $0
Anshuk Gandhi (Director) $0 $0 $0
Marc T Macaulay (Director) $0 $0 $0
Fred Smith (Director) $0 $0 $0
Michael Stead (Director) $0 $0 $0
Jonathan Sousa (Director) $0 $0 $0
Teresa Washburn (Director) $0 $0 $0
Michael Weiner Md (Director) $0 $0 $0
Marcia Wilson (Director) $0 $0 $0
Peter Witte (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,212,424
Expenses
$1,196,263
Net Income
$16,161
Net Assets
-$226,223
Notable Sources of Revenue Percent of Total Revenue
Contributions $974,848
80.4%
Program Services $217,769
18.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $19,807
1.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $150,000
12.5%
Professional Fundraising Fees $0
Other Salaries and Wages $518,071
43.3%
Assets/Debt
Total Assets $112,782
Total Liabilities $339,005
Net Assets -$226,223
Compensation
Key Employees and Officers Compensation Related Other
Aubrey Bergauer (Exec Director) $150,000 $0 $0
William H Armstrong (President) $0 $0 $0
Jess Guijarro (Treasurer) $0 $0 $0
Richard T Jarrett (Secretary) $0 $0 $0
Michael W Soza (Past President) $0 $0 $0
Dan Ashley (Director) $0 $0 $0
Dr Charles Boyd (Director) $0 $0 $0
Marc T Macaulay (Director) $0 $0 $0
Neil O'keeffe (Director) $0 $0 $0
Chris Pass (Director) $0 $0 $0
Janet Marie Petric (Director) $0 $0 $0
Charles Scanlan (Director) $0 $0 $0
Fred Smith (Director) $0 $0 $0
Bev Soza (Director) $0 $0 $0
Michael S Weiner Md (Director) $0 $0 $0
Marcia Wilson (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,473,924
Expenses
$1,290,999
Net Income
$182,925
Net Assets
-$242,384
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,221,241
82.9%
Program Services $264,514
17.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$11,831
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $132,500
10.3%
Professional Fundraising Fees $0
Other Salaries and Wages $486,637
37.7%
Assets/Debt
Total Assets $288,232
Total Liabilities $530,616
Net Assets -$242,384
Compensation
Key Employees and Officers Compensation Related Other
Aubrey Bergauer (Exec Director) $132,500 $0 $577
William H Armstrong (President) $0 $0 $0
Jess Guijarro (Treasurer) $0 $0 $0
Richard T Jarrett (Secretary) $0 $0 $0
Michael W Soza (Past President) $0 $0 $0
Dan Ashley (Director) $0 $0 $0
Dr Charles Boyd (Director) $0 $0 $0
James H Brandt (Director) $0 $0 $0
Marc T Macaulay (Secretary) $0 $0 $0
Neil O'keeffe (Director) $0 $0 $0
Janet Marie Petric (Director) $0 $0 $0
Robert Rao (Past President) $0 $0 $0
John C Russell (Director) $0 $0 $0
Charles Scanlan (Director) $0 $0 $0
Bev Soza (Director) $0 $0 $0
Michael Stead (Director) $0 $0 $0
Michael S Weiner Md (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$912,088
Expenses
$1,034,872
Net Income
-$122,784
Net Assets
-$425,310
Notable Sources of Revenue Percent of Total Revenue
Contributions $755,392
82.8%
Program Services $166,840
18.3%
Investment Income $17
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$10,161
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $108,333
10.5%
Professional Fundraising Fees $0
Other Salaries and Wages $367,222
35.5%
Assets/Debt
Total Assets $36,390
Total Liabilities $461,700
Net Assets -$425,310
Compensation
Key Employees and Officers Compensation Related Other
Aubrey Bergauer (Managing Dir) $108,333 $0 $0
Elaina M Tancredy (General Mgr (Former)) $64,710 $0 $0
William H Armstrong (President) $0 $0 $0
Jess Guijarro (Treasurer) $0 $0 $0
Richard T Jarrett (Secretary) $0 $0 $0
Michael W Soza (Past President) $0 $0 $0
George T Argyris (Director) $0 $0 $0
Dan Ashley (Director) $0 $0 $0
James H Brandt (Director) $0 $0 $0
Robert Chen (Director) $0 $0 $0
Mark B Davis (Director) $0 $0 $0
Patricia Deutsche (Director) $0 $0 $0
John P Lynn (Director) $0 $0 $0
Marc T Macaulay (Secretary) $0 $0 $0
Steven Mirassou (Director) $0 $0 $0
Cathy Morris (Director) $0 $0 $0
Neil O'keeffe (Director) $0 $0 $0
Janet Marie Petric (Director) $0 $0 $0
Robert Rao (Past President) $0 $0 $0
John C Russell (Director) $0 $0 $0
Michael Stead (Director) $0 $0 $0
Michael S Weiner Md (Director) $0 $0 $0
Malcolm Winspear (Director) $0 $0 $0
Donald Wright (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$902,407
Expenses
$1,184,880
Net Income
-$282,473
Net Assets
-$466,381
Notable Sources of Revenue Percent of Total Revenue
Contributions $704,195
78.0%
Program Services $171,489
19.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $26,723
3.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $67,492
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $476,921
40.3%
Assets/Debt
Total Assets $110,651
Total Liabilities $577,032
Net Assets -$466,381
Compensation
Key Employees and Officers Compensation Related Other
Elaina Tancredy (Managing Dir) $65,000 $0 $2,492
William H Armstrong (President) $0 $0 $0
Jess Guijarro (Treasurer) $0 $0 $0
Richard T Jarrett (Secretary) $0 $0 $0
Thomas G Overhoff (Past President) $0 $0 $0
Dan Ashley (Director) $0 $0 $0
James H Brandt (Director) $0 $0 $0
Robert Chen (Director) $0 $0 $0
Mark B Davis (Director) $0 $0 $0
Patricia Deutsche (Director) $0 $0 $0
John P Lynn (Secretary) $0 $0 $0
Marc T Macaulay (Director) $0 $0 $0
Cathy Morris (Director) $0 $0 $0
Neil O'keeffe (Director) $0 $0 $0
Janet Marie Petric (Director) $0 $0 $0
Robert Rao (Past President) $0 $0 $0
John Russell (Director) $0 $0 $0
Michael W Soza (Director) $0 $0 $0
Michael S Weiner Md (Director) $0 $0 $0
Malcolm Winspear (Director) $0 $0 $0
Donald Wright (Director) $0 $0 $0
Ken Zelinger (Director) $0 $0 $0
Walter Collins (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,182,390
Expenses
$1,283,179
Net Income
-$100,789
Net Assets
-$183,908
Notable Sources of Revenue Percent of Total Revenue
Contributions $894,167
75.6%
Program Services $270,500
22.9%
Investment Income $60
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $17,663
1.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $65,593
5.1%
Professional Fundraising Fees $0
Other Salaries and Wages $482,008
37.6%
Assets/Debt
Total Assets $163,002
Total Liabilities $346,910
Net Assets -$183,908

Document Links

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$892,285
Expenses
$1,204,172
Net Income
-$311,887
Net Assets
-$83,119
Notable Sources of Revenue Percent of Total Revenue
Contributions $638,009
71.5%
Program Services $239,932
26.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $14,344
1.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $85,000
7.1%
Professional Fundraising Fees $0
Other Salaries and Wages $395,975
32.9%
Assets/Debt
Total Assets $225,912
Total Liabilities $309,031
Net Assets -$83,119

Document Links

Fiscal Year Ending July
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0

Document Links

Fiscal Year Ending July
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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