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San Luis Obispo Symphony 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
$634k (2023)

Expenses
$1.13M (2023)

Total Assets
$777k (2023)

Total Liabilities
$180k (2023)

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
$633,862
Expenses
$1,130,168
Net Income
-$496,306
Net Assets
$597,510
Notable Sources of Revenue Percent of Total Revenue
Contributions $319,626
50.4%
Program Services $351,640
55.5%
Investment Income $141
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$37,545
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $123,809
11.0%
Professional Fundraising Fees $0
Other Salaries and Wages $388,651
34.4%
Assets/Debt
Total Assets $777,335
Total Liabilities $179,825
Net Assets $597,510
Compensation
Key Employees and Officers Compensation Related Other
Sewell Andrew (Director) $98,958 $0 $0
Cementina Sabalboro Rachel (Director) $22,500 $0 $0
Hoffman Jessica (Treasurer) $2,351 $0 $0
Walker Jim (Secretary) $0 $0 $0
Lemieux Jill (Director) $0 $0 $0
Podell Stefan (Director) $0 $0 $0
Slade David (Director) $0 $0 $0
Shower Anita (Director) $0 $0 $0
Swanson Clifton (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$571,202
Expenses
$627,536
Net Income
-$56,334
Net Assets
$764,815
Notable Sources of Revenue Percent of Total Revenue
Contributions $363,290
63.6%
Program Services $103,666
18.1%
Investment Income $529
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $32,740
5.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $70,977
12.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $146,865
23.4%
Professional Fundraising Fees $0
Other Salaries and Wages $140,753
22.4%
Assets/Debt
Total Assets $908,804
Total Liabilities $143,989
Net Assets $764,815
Compensation
Key Employees and Officers Compensation Related Other
Anna James Miller (President) $95,750 $0 $0
Mathews Rod (Director) $441 $0 $0
Johnson Mike (Director) $275 $0 $0
Walker Jim (Secretary) $0 $0 $0
Green Matthew (Director) $0 $0 $0
Lemieux Jill (Director) $0 $0 $0
Podell Stefan (Director) $0 $0 $0
Slade David (Director) $0 $0 $0
Gordon Bob (Director) $0 $0 $0
Hathaway James (Director) $0 $0 $0
Lin Robert (Treasurer) $0 $0 $0
Shower Anita (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$720,469
Expenses
$549,830
Net Income
$170,639
Net Assets
$808,233
Notable Sources of Revenue Percent of Total Revenue
Contributions $434,783
60.3%
Program Services $204,643
28.4%
Investment Income $1,089
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $71,861
10.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,093
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $95,857
17.4%
Professional Fundraising Fees $0
Other Salaries and Wages $186,925
34.0%
Assets/Debt
Total Assets $1,071,751
Total Liabilities $263,518
Net Assets $808,233
Compensation
Key Employees and Officers Compensation Related Other
Anna James Miller (Executive Dir.) $95,856 $0 $0
Karen Loewi Jones (Director) $1,204 $0 $0
Jessica Hoffman (Treasurer) $1,051 $0 $0
Mike Johnson (Director) $446 $0 $0
Joe Benson (Director) $0 $0 $0
Michael Zigelman (Director) $0 $0 $0
Jim Walker (Secretary) $0 $0 $0
John Gilbert (Director) $0 $0 $0
Mathew Green (Director) $0 $0 $0
Jill Lemieux (Director) $0 $0 $0
Mark Sherman (President) $0 $0 $0
Stefan Podell (Director) $0 $0 $0
David Slade (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$865,249
Expenses
$1,022,524
Net Income
-$157,275
Net Assets
$637,594
Notable Sources of Revenue Percent of Total Revenue
Contributions $502,521
58.1%
Program Services $312,368
36.1%
Investment Income $10,967
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$9,067
Sales of Assets $4,967
0.6%
Net Inventory Sales $1,232
0.1%
Other Revenue $28,096
3.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $66,627
6.5%
Professional Fundraising Fees $0
Other Salaries and Wages $280,065
27.4%
Assets/Debt
Total Assets $1,024,514
Total Liabilities $386,920
Net Assets $637,594
Compensation
Key Employees and Officers Compensation Related Other
Catherine Lansdowne (Executive Dir.) $93,617 $0 $3,798
Anna James Miller (Executive Dir.) $11,527 $0 $0
Karen Loewi Jones (Board Member) $370 $0 $0
Jessica Hoffman (Treasurer) $370 $0 $0
Mike Johnson (Board Member) $370 $0 $0
David Hamilton (Board Member) $0 $0 $0
Joe Benson (Board Member) $0 $0 $0
Bob Gordon (Board Member) $0 $0 $0
Michael Zigelman (Board Member) $0 $0 $0
Becky Falasco (Board Member) $0 $0 $0
Jim Walker (Secretary) $0 $0 $0
John Gilbert (Board Member) $0 $0 $0
Matthew Green (Board Member) $0 $0 $0
James Hathaway (Board Member) $0 $0 $0
Jill Lemieux (Board Member) $0 $0 $0
Robert Lin (Board Member) $0 $0 $0
Mark Sherman (President) $0 $0 $0
Stefan Podell (Board Member) $0 $0 $0
Judy Shepard (Board Member) $0 $0 $0
David Slade (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$820,739
Expenses
$1,063,500
Net Income
-$242,761
Net Assets
$798,396
Notable Sources of Revenue Percent of Total Revenue
Contributions $361,944
44.1%
Program Services $414,694
50.5%
Investment Income $14,940
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $20,570
2.5%
Sales of Assets $1,335
0.2%
Net Inventory Sales $3,904
0.5%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $95,694
9.0%
Professional Fundraising Fees $0
Other Salaries and Wages $193,886
18.2%
Assets/Debt
Total Assets $1,032,028
Total Liabilities $233,632
Net Assets $798,396
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Catherine Lansdowne (Executive Dir.) $88,620 $0 $5,694
David Hamilton (President) $0 $0 $0
Kim Cade (Secretary) $0 $0 $0
Bob Gordon (Board Member) $0 $0 $0
Karen Loewi Jones (Board Member) $0 $0 $0
Michael Zigelman (Board Member) $0 $0 $0
Dianne Draze (Board Member) $0 $0 $0
Jim Walker (Board Member) $0 $0 $0
Jessica Hoffman (Treasurer) $0 $0 $0
Chase W Martin (Board Member) $0 $0 $0
Mark Sherman (Board Member) $0 $0 $0
Paul Severtson (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,010,050
Expenses
$1,190,500
Net Income
-$180,450
Net Assets
$1,021,454
Notable Sources of Revenue Percent of Total Revenue
Contributions $404,443
40.0%
Program Services $440,712
43.6%
Investment Income $24,028
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $21,014
2.1%
Sales of Assets $98,332
9.7%
Net Inventory Sales $7,286
0.7%
Other Revenue $2,150
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $95,397
8.0%
Professional Fundraising Fees $0
Other Salaries and Wages $146,407
12.3%
Assets/Debt
Total Assets $1,249,914
Total Liabilities $228,460
Net Assets $1,021,454
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Catherine Lansdowne (Executive Dir.) $61,314 $0 $5,397
David Hamilton (President) $0 $0 $0
Kim Cade (Board Member) $0 $0 $0
Cindy Marie Absey (Secretary) $0 $0 $0
Melodie Beard (Board Member) $0 $0 $0
Michael Bell (Board Member) $0 $0 $0
Dianne Draze (Board Member) $0 $0 $0
Jeff Brady (Treasurer) $0 $0 $0
Roxanne Carr (Board Member) $0 $0 $0
Pam Dassenko (Board Member) $0 $0 $0
Linda Parker Sanpei (Board Member) $0 $0 $0
Jessica Hoffman (Board Member) $0 $0 $0
Deanna Richards (Past President) $0 $0 $0
Victoria Schmidt (Board Member) $0 $0 $0
Chase W Martin (Board Member) $0 $0 $0
Mark Sherman (Board Member) $0 $0 $0
Paul Severtson (Board Member) $0 $0 $0
Mary Tanner (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$929,707
Expenses
$1,134,318
Net Income
-$204,611
Net Assets
$1,270,883
Notable Sources of Revenue Percent of Total Revenue
Contributions $442,058
47.5%
Program Services $362,595
39.0%
Investment Income $35,311
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $40,409
4.3%
Sales of Assets $22,010
2.4%
Net Inventory Sales $16,567
1.8%
Other Revenue $2,357
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $41,277
3.6%
Professional Fundraising Fees $0
Other Salaries and Wages $210,692
18.6%
Assets/Debt
Total Assets $1,575,512
Total Liabilities $304,629
Net Assets $1,270,883
Compensation
Key Employees and Officers Compensation Related Other
Francie Levy (Executive Dir.) $51,596 $0 $677
David Hamilton (Pres. Elect) $0 $0 $0
Cindy Marie Absey (Secretary) $0 $0 $0
Mary Tanner (Director) $0 $0 $0
Pam Dassenko (Director) $0 $0 $0
Linda Parker Sanpei (Director) $0 $0 $0
Ursula Fitzgerald (Director) $0 $0 $0
Dianne Draze (Director) $0 $0 $0
Sandi Sigurdson (Director) $0 $0 $0
Diane Heath (Director) $0 $0 $0
Deanna Richards (President) $0 $0 $0
Jessica Hoffman (Director) $0 $0 $0
Jeff Brady (Treasurer) $0 $0 $0
Liz Summer (Past Pres.) $0 $0 $0
Chase W Martin (Director) $0 $0 $0
Dwyne Willis (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$988,808
Expenses
$1,215,427
Net Income
-$226,619
Net Assets
$1,382,201
Notable Sources of Revenue Percent of Total Revenue
Contributions $498,421
50.4%
Program Services $390,565
39.5%
Investment Income $43,109
4.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $42,865
4.3%
Sales of Assets -$9,064
Net Inventory Sales $15,634
1.6%
Other Revenue $1,233
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $41,936
3.5%
Professional Fundraising Fees $0
Other Salaries and Wages $188,278
15.5%
Assets/Debt
Total Assets $1,740,799
Total Liabilities $358,598
Net Assets $1,382,201
Compensation
Key Employees and Officers Compensation Related Other
Francie Levy (Executive Dir.) $15,546 $0 $0
David Hamilton (Director) $0 $0 $0
Cindy Marie Absey (Director) $0 $0 $0
Mary Tanner (Director) $0 $0 $0
India D'avignon (Past President) $0 $0 $0
Linda Parker Sanpei (Director) $0 $0 $0
Ursula Fitzgerald (Director) $0 $0 $0
Fred Friedman (Secretary) $0 $0 $0
Sandi Sigurdson (Director) $0 $0 $0
Diane Heath (Director) $0 $0 $0
Deanna Richards (Incoming Pres.) $0 $0 $0
Jeff Brady (Treasurer) $0 $0 $0
Liz Summer (President) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,152,558
Expenses
$1,267,057
Net Income
-$114,499
Net Assets
$1,394,801
Notable Sources of Revenue Percent of Total Revenue
Contributions $618,422
53.7%
Program Services $420,379
36.5%
Investment Income $49,203
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$10,402
Sales of Assets $36,390
3.2%
Net Inventory Sales $22,431
1.9%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $94,391
7.4%
Professional Fundraising Fees $0
Other Salaries and Wages $225,926
17.8%
Assets/Debt
Total Assets $1,865,003
Total Liabilities $470,202
Net Assets $1,394,801
Compensation
Key Employees and Officers Compensation Related Other
Edmund Feingold (Executive Dir.) $44,391 $0 $7,649
James Black (Prior Executive Director) $3,030 $0 $0
David Hamilton (Director) $0 $0 $0
Scott Hanning (Director) $0 $0 $0
Robert W Holtermann (Director) $0 $0 $0
India D'avignon (President) $0 $0 $0
Shannon Downing (Ball Chair) $0 $0 $0
Ursula Fitzgerald (Director) $0 $0 $0
Fred Friedman (Secretary) $0 $0 $0
Claire Gaulin (Director) $0 $0 $0
Diane Heath (Director) $0 $0 $0
Judith Kambestad (Director) $0 $0 $0
Deanna Richards (Director) $0 $0 $0
Suzanne Parker (Director) $0 $0 $0
Jeff Brady (Treasurer) $0 $0 $0
Liz Summer (Pres Elect) $0 $0 $0
Victoria Schmidt (Director) $0 $0 $0
Carol Kersten (Representative) $0 $0 $0
Bonnie Richan (Representative) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,170,603
Expenses
$1,184,003
Net Income
-$13,400
Net Assets
$1,567,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $583,207
49.8%
Program Services $457,275
39.1%
Investment Income $80,945
6.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$8,363
Sales of Assets $7,344
0.6%
Net Inventory Sales $25,517
2.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $45,000
3.8%
Professional Fundraising Fees $0
Other Salaries and Wages $245,399
20.7%
Assets/Debt
Total Assets $2,102,113
Total Liabilities $534,966
Net Assets $1,567,147
Compensation
Key Employees and Officers Compensation Related Other
James Black (Prior Executive Director) $69,675 $0 $702
Jeff Brady (Director) $0 $0 $0
John Conway (Secretary) $0 $0 $0
India D'avignon (President) $0 $0 $0
Shannon Downing (Director) $0 $0 $0
Ursula Fitzgerald (Director) $0 $0 $0
Fred Friedman (Director) $0 $0 $0
Claire Gaulin (Director) $0 $0 $0
Diane Heath (Director) $0 $0 $0
Judith Kambestad (Director) $0 $0 $0
June Mcivor (Past President) $0 $0 $0
Suzanne Parker (Director) $0 $0 $0
Thomas Strait (Director) $0 $0 $0
Liz Summer (Director) $0 $0 $0
Cle Van Beurden (Treasurer) $0 $0 $0
Tricia Volk (Director) $0 $0 $0
Linda Ashworth (Orchestra Rep) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,351,301
Expenses
$1,342,246
Net Income
$9,055
Net Assets
$1,436,512
Notable Sources of Revenue Percent of Total Revenue
Contributions $645,900
47.8%
Program Services $351,669
26.0%
Investment Income $142,251
10.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $211,481
15.7%
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 $357,561
26.6%
Assets/Debt
Total Assets $2,010,133
Total Liabilities $573,621
Net Assets $1,436,512

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,269,736
Expenses
$1,224,754
Net Income
$44,982
Net Assets
$1,427,457
Notable Sources of Revenue Percent of Total Revenue
Contributions $711,229
56.0%
Program Services $408,475
32.2%
Investment Income $1,899
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $148,133
11.7%
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 $330,698
27.0%
Assets/Debt
Total Assets $1,942,455
Total Liabilities $514,998
Net Assets $1,427,457

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,372,493
Expenses
$1,179,455
Net Income
$193,038
Net Assets
$1,382,475
Notable Sources of Revenue Percent of Total Revenue
Contributions $599,195
43.7%
Program Services $494,402
36.0%
Investment Income $191,948
14.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $86,948
6.3%
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 $325,447
27.6%
Assets/Debt
Total Assets $1,850,526
Total Liabilities $468,051
Net Assets $1,382,475

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 »

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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.
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  • 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.
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  • 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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