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Santa Barbara Symphony Orchestra Association

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.

Details

According to its June 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$4.71M (2023)

Expenses
$3.51M (2023)

Total Assets
$3.82M (2023)

Total Liabilities
$765k (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,706,076
Expenses
$3,509,003
Net Income
$1,197,073
Net Assets
$3,050,440
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,483,555
74.0%
Program Services $1,103,522
23.4%
Investment Income $14,428
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $104,571
2.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $408,498
11.6%
Professional Fundraising Fees $0
Other Salaries and Wages $961,026
27.4%
Assets/Debt
Total Assets $3,815,469
Total Liabilities $765,029
Net Assets $3,050,440
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kathryn Martin (President/Ceo) $172,263 $0 $8,208
Nir Kabaretti (Director) $144,392 $0 $35,421
Janet Garufis (Chair) $0 $0 $0
Christopher D Harris (Treasurer) $0 $0 $0
Michelle Richardson (Secretary) $0 $0 $0
Sarah Chrisman (Director) $0 $0 $0
Todd Aldrich (Director) $0 $0 $0
Mashey Bernstein (Director) $0 $0 $0
Dan Burnham (Director) $0 $0 $0
Stephen Erickson (Director) $0 $0 $0
Don Gilman Edd (Director) $0 $0 $0
Nancy Golden (Director) $0 $0 $0
Rachel Kaganoff Stern (Director) $0 $0 $0
Sam Hedgpeth (Director) $0 $0 $0
Palmer Jackson Jr (Director) $0 $0 $0
Simon Knight (Director) $0 $0 $0
George Konstantinow Phd (Director) $0 $0 $0
Isabelle Meyer Stapf (Director) $0 $0 $0
Howard J Smith (Director) $0 $0 $0
Robert Weinman Phd (Director) $0 $0 $0
Bethany Mennemeyer (Ex Officio) $0 $0 $0
Anne Sage (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,894,335
Expenses
$4,038,650
Net Income
-$144,315
Net Assets
$1,853,370
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,253,518
83.5%
Program Services $641,988
16.5%
Investment Income $317
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$1,488
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $338,366
8.4%
Professional Fundraising Fees $0
Other Salaries and Wages $894,721
22.2%
Assets/Debt
Total Assets $2,638,412
Total Liabilities $785,042
Net Assets $1,853,370
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kathryn Martin (President) $169,226 $0 $19,250
Nir Kabaretti (Director) $149,134 $0 $0
Janet Garufis (Chair) $0 $0 $0
Christopher D Harris (Treasurer) $0 $0 $0
Michelle Richardson (Secretary) $0 $0 $0
Sarah Chrisman (Director) $0 $0 $0
Todd Aldrich (Director) $0 $0 $0
Mashey Bernstein (Director) $0 $0 $0
Dan Burnham (Director) $0 $0 $0
Stephen Erickson (Director) $0 $0 $0
Don Gilman Edd (Director) $0 $0 $0
Nancy Golden (Director) $0 $0 $0
Renee Grub (Director) $0 $0 $0
Sam Hedgpeth (Director) $0 $0 $0
Palmer Jackson Jr (Director) $0 $0 $0
Simon Knight (Director) $0 $0 $0
George Konstantinow Phd (Director) $0 $0 $0
Isabelle Meyer Stapf (Director) $0 $0 $0
Howard J Smith (Director) $0 $0 $0
Robert Weinman Phd (Director) $0 $0 $0
Steven Zander (Ex Officio) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,382,024
Expenses
$3,033,601
Net Income
-$651,577
Net Assets
-$168,878
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,596,363
67.0%
Program Services $785,107
33.0%
Investment Income $71
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $483
0.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $223,594
7.4%
Professional Fundraising Fees $48,644
1.6%
Other Salaries and Wages $1,173,236
38.7%
Assets/Debt
Total Assets $1,089,264
Total Liabilities $1,258,142
Net Assets -$168,878

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,763,199
Expenses
$3,782,915
Net Income
-$1,019,716
Net Assets
$469,587
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,900,673
68.8%
Program Services $1,005,802
36.4%
Investment Income $1,657
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$144,933
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $166,453
4.4%
Professional Fundraising Fees $95,743
2.5%
Other Salaries and Wages $1,563,156
41.3%
Assets/Debt
Total Assets $1,028,763
Total Liabilities $559,176
Net Assets $469,587

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,227,218
Expenses
$3,486,615
Net Income
-$259,397
Net Assets
$1,489,531
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,325,019
72.0%
Program Services $905,249
28.1%
Investment Income $2,347
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$5,397
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $150,402
4.3%
Professional Fundraising Fees $69,135
2.0%
Other Salaries and Wages $1,360,788
39.0%
Assets/Debt
Total Assets $1,969,836
Total Liabilities $480,305
Net Assets $1,489,531

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,753,479
Expenses
$3,166,030
Net Income
-$412,551
Net Assets
$1,720,069
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,858,283
67.5%
Program Services $889,037
32.3%
Investment Income $15,826
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$9,667
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $169,881
5.4%
Professional Fundraising Fees $24,755
0.8%
Other Salaries and Wages $1,196,802
37.8%
Assets/Debt
Total Assets $2,140,041
Total Liabilities $419,972
Net Assets $1,720,069

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,162,480
Expenses
$2,885,946
Net Income
$276,534
Net Assets
$1,494,343
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,307,936
73.0%
Program Services $836,403
26.4%
Investment Income $7,787
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $11,926
0.4%
Sales of Assets -$1,572
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $18,010
0.6%
Other Salaries and Wages $1,185,706
41.1%
Assets/Debt
Total Assets $2,009,456
Total Liabilities $515,113
Net Assets $1,494,343
Compensation
Key Employees and Officers Compensation Related Other
David Pratt (Executive Director) $125,192 $0 $13,265
Mikki Andina (Director) $0 $0 $0
Gayle Beebe (Director) $0 $0 $0
Marlyn Bernard Bernstein (Director) $0 $0 $0
Mashey Bernstein (Director) $0 $0 $0
Diane Calvert (Director) $0 $0 $0
Stephen Erickson (Counsel) $0 $0 $0
Nancy Golden (Development Chair) $0 $0 $0
Freeman Gosden (Director) $0 $0 $0
Jon Greenleaf (Director) $0 $0 $0
Patricia Gregory (Director) $0 $0 $0
Chris Harris (Director) $0 $0 $0
Karen Kerns (Former Counsel) $0 $0 $0
Art Kvaas (Director) $0 $0 $0
Richard Meyers (Director) $0 $0 $0
Stefan Riesenfeld (Member At Large) $0 $0 $0
Peter Schlueer (Member At Large) $0 $0 $0
Howard Simon (Director) $0 $0 $0
Gene Sinser (Director) $0 $0 $0
Howard Jay Smith (Director) $0 $0 $0
Susan Spector (Director) $0 $0 $0
H Wallace Vandever (Former Director) $0 $0 $0
Brett Moore (Treasurer) $0 $0 $0
Arthur Swalley (President) $0 $0 $0
Fred Wudl (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,420,939
Expenses
$2,832,661
Net Income
$588,278
Net Assets
$1,223,411
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,658,077
77.7%
Program Services $778,431
22.8%
Investment Income $4,544
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$22,773
Sales of Assets $2,660
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $139,783
4.9%
Professional Fundraising Fees $24,944
0.9%
Other Salaries and Wages $1,259,445
44.5%
Assets/Debt
Total Assets $1,763,410
Total Liabilities $539,999
Net Assets $1,223,411
Compensation
Key Employees and Officers Compensation Related Other
David Grossman (Former Executive Director) $160,042 $0 $9,345
Mikki Andina (Director) $0 $0 $0
Gayle Beebe (Director) $0 $0 $0
Marlyn Bernard Bernstein (Director) $0 $0 $0
Mashey Bernstein (Director) $0 $0 $0
Diane Calvert (Director) $0 $0 $0
Stephen Erickson (Counsel) $0 $0 $0
Nancy Golden (Development Chair) $0 $0 $0
Freeman Gosden (Director) $0 $0 $0
Jon Greenleaf (Director) $0 $0 $0
Patricia Gregory (Director) $0 $0 $0
Chris Harris (Director) $0 $0 $0
Karen Kerns (Former Counsel) $0 $0 $0
Art Kvaas (Director) $0 $0 $0
Peter Madlem (Former Director) $0 $0 $0
Richard Meyers (Director) $0 $0 $0
Sally Nazerian (Director) $0 $0 $0
Stefan Riesenfeld (Member At Large) $0 $0 $0
Peter Schlueer (Member At Large) $0 $0 $0
Howard Simon (Director) $0 $0 $0
Gene Sinser (Director) $0 $0 $0
Howard Jay Smith (Director) $0 $0 $0
Susan Spector (Director) $0 $0 $0
H Wallace Vandever (Former Director) $0 $0 $0
Milton Warshaw (Former Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,545,026
Expenses
$2,722,054
Net Income
-$177,028
Net Assets
$632,337
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,765,840
69.4%
Program Services $771,302
30.3%
Investment Income $8,424
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,224
Net Inventory Sales $0
Other Revenue $1,684
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $265,770
9.8%
Professional Fundraising Fees $15,860
0.6%
Other Salaries and Wages $1,236,899
45.4%
Assets/Debt
Total Assets $1,148,721
Total Liabilities $516,384
Net Assets $632,337
Compensation
Key Employees and Officers Compensation Related Other
David Grossman (Executive Director) $148,381 $0 $15,256
Nir Kabaretti (Ex Officio Director) $86,174 $0 $0
Gayle Beebe (Director) $0 $0 $0
Marlyn Bernard Bernstein (Director) $0 $0 $0
David W Bohn (Director) $0 $0 $0
Linda Cheresh (Director) $0 $0 $0
Jennifer Gillon Duffy (Director) $0 $0 $0
Stephen Erickson (Director) $0 $0 $0
Freeman Gosden Jr (Director) $0 $0 $0
Patricia Gregory (Director) $0 $0 $0
Jon Greenleaf (Director) $0 $0 $0
Karen Kerns (Executive Committee Council) $0 $0 $0
T Arthur Kvaas (Planned Giving Chair) $0 $0 $0
Peter Madlem (Director) $0 $0 $0
Jamey Marth Phd (Director) $0 $0 $0
Richard Meyers Phd (Education Committee Co Chair) $0 $0 $0
Sally Nazerian (Director) $0 $0 $0
Robyn Ragan Palmquist (Education Committee Co Chair) $0 $0 $0
Peter Schlueer (Director) $0 $0 $0
Howard Simon (Artistic Advisory Committe) $0 $0 $0
Susan Spector (Development Chair) $0 $0 $0
Mary Ellen Tiffany (Director) $0 $0 $0
H Wallace Vandever (Director) $0 $0 $0
Milton Warshaw (Director) $0 $0 $0
Fred Wudl (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,507,789
Expenses
$2,773,192
Net Income
-$265,403
Net Assets
$809,691
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,614,506
64.4%
Program Services $859,059
34.3%
Investment Income $11,045
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $22,881
0.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $298
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $229,906
8.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,168,128
42.1%
Assets/Debt
Total Assets $1,297,907
Total Liabilities $488,216
Net Assets $809,691

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,821,737
Expenses
$2,554,150
Net Income
$267,587
Net Assets
$1,075,094
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,955,566
69.3%
Program Services $834,789
29.6%
Investment Income $8,681
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $8,289
0.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $12,412
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $202,067
7.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,218,604
47.7%
Assets/Debt
Total Assets $1,553,393
Total Liabilities $478,299
Net Assets $1,075,094

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,932,707
Expenses
$2,848,850
Net Income
$83,857
Net Assets
$807,507
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,031,962
69.3%
Program Services $861,476
29.4%
Investment Income $7,896
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $14,570
0.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,887
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $144,587
5.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,172,166
41.1%
Assets/Debt
Total Assets $1,273,438
Total Liabilities $465,931
Net Assets $807,507

Document Links

Fiscal Year Ending June
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 June
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 June
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 June
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 June
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 June
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 June
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 June
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 June
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.

Which Organizations Are Here?

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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