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San Diego Symphony Orchestra Association Organization Name provided in the GuideStar Exchange* as of 10/07/2014: San Diego Symphony Orchestra Association

Organization Name as listed in the IRS Business Master File as of 09/08/2014: SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.

AKA  San Diego Symphony
San Diego, CA
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GuideStar Summary

&1002; GuideStar Exchange Committed to transparency ?
This organization is a Gold-level GuideStar Exchange participant, demonstrating its commitment to transparency.

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&1002; Registered with IRS Legitimacy information is available
&1002; Financial Data Annual Revenue and Expense data reported
&1002; Forms 990 2013, 2012, and 2011 Forms 990 filed with the IRS
&1002; Mission Objectives Mission Statement is available
&1002; Impact Summary Impact Summary from the nonprofit and Charting Impact Report are available
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Basic Organization Information

San Diego Symphony Orchestra Association Organization Name provided in the GuideStar Exchange* as of 10/07/2014: San Diego Symphony Orchestra Association

Organization Name as listed in the IRS Business Master File as of 09/08/2014: SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
Also Known As: San Diego Symphony
Physical Address: San Diego, CA 92101 
EIN: 95-2040874
Web URL: www.sandiegosymphony.org 
NTEE Category: A Arts, Culture, and Humanities
A69 Symphony Orchestras
Year Founded: 1910 
Ruling Year: 1949 


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Mission Statement

San Diego Symphony, the oldest performing arts organization in San Diego, presents symphonic music of the highest quality and facilitates the accessibility of an inspirational art form through innovative programming and a strong commitment to arts education.

Legitimacy Information

This organization is registered with the IRS.

This organization is required to file an IRS Form 990 or 990-EZ.

Institutional funders should note that an organization’s inclusion on GuideStar.org does not satisfy IRS Rev. Proc. 2011-33 for identifying supporting organizations.

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Annual Revenue & Expenses

(GuideStar Exchange,
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
October 2014)

Fiscal Year Starting: July 1, 2013
Fiscal Year Ending: June 30, 2014

Total Revenue $22,380,373
Total Expenses $21,856,633

Revenue & Expenses

(GuideStar Exchange,
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
October 2014)

Fiscal Year Starting: July 1, 2013
Fiscal Year Ending: June 30, 2014

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Balance Sheet (IRS Form 990)

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Forms 990 Received from the IRS Additional Information
IRS Form 990 is an annual document used by approximately one-third of all public charities to report information about their finances and operations to the federal government. GuideStar uses data from Form 990 to populate its database with financial information about nonprofit organizations. Posting Form 990 images on the GuideStar website is an ongoing process.

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Forms 990 Provided by the Nonprofit

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Financial Statements

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Annual Reports

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Leadership

(GuideStar Exchange,
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October 2014)

Martha S. Gilmer

Term:

Since Sept 2014

Profile:

Ms. Gilmer accepted the position of San Diego Symphony CEO in 2014 after serving at the Chicago Symphony Orchestra for the last 35 years, working under three music directors (Solti, Barenboim and Muti) and with countless pre-eminent guest conductors and soloists. In her evolving role at the CSO, Ms. Gilmer oversaw the orchestra's artistic planning, education programs, professional chorus, Symphony Center Presents (a presentation series including visiting orchestras, chamber music, recitals, jazz and world music), and the Civic Orchestra (training orchestra of the CSO). In her last role as Vice President of Artistic Planning and Audience Development, she developed collaborative work with other Chicago institutions, Beyond the Score (which is currently being licensed to other orchestras), Classic Encounters, Music Now, and the oversight of an annual three week CSO festival. Ms. Gilmer has also been the producer of countless concert and semi-staged CSO operatic performances. She has accompanied the CSO on tours around the world. Martha is a well-known writer and lecturer on music, culture and community, and has made presentations at such places as the Aspen Ideas Festival, among others. In June 2012, Martha Gilmer's position at the CSO was endowed as The Richard and Mary L. Gray Chair - VP Artistic Planning and Audience Development, a first in the music world according to Musical America.

Board Chair (GuideStar Exchange,
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October 2014)

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Board Co-Chair

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Board of Directors (GuideStar Exchange,
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October 2014)

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Board Leadership Practices (GuideStar Exchange,
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October 2014)
?

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices.

Board Orientation & Education ?
Why does this matter? Without clarity around their responsibilities and expectations, board members are not positioned to succeed. They may find themselves challenged to fulfill their governance responsibilities or frustrated by the expectations that the organization has set for them. BoardSource recommends that every new board member participate in a formal orientation process, and that all board members sign a pledge or agreement committing to their board service and to all of the responsibilities and expectations that come with service. Ideally, board members also should participate in a formal governance training program prior to serving on a board.

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?
Yes
CEO Oversight ?
Why does this matter? Oversight and management of the chief executive is one of the board’s most important legal responsibilities. The CEO or executive director is the board's single employee, and - just like any other employer/employee relationship - regular and written assessment is critical to ensuring that the chief executive and board are communicating openly about goals and performance. BoardSource recommends that boards conduct formal, written reviews of their chief executives on an annual basis, which should include an in-person discussion with the chief executive and distribution of the written evaluation to the full board.

Has the board conducted a formal, written assessment of the chief executive within the past year?
Yes
Ethics & Transparency ?
Why does this matter? A commitment to handling conflicts of interests is essential to creating an organizational culture of transparency. Boards should create and follow a policy for identifying and handling conflicts of interest, whether real or perceived. BoardSource recommends that organizations review the conflict-of-interest statement and require signed disclosures from all board members and senior staff on an annual basis.

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements within the past year?
Yes
Board Composition ?
Why does this matter? The best boards are composed of individuals who bring a variety of skills, perspectives, backgrounds, and resources to tackle the complex and strategic challenges confronting their organizations. BoardSource recommends that boards commit to diversity and inclusion by establishing written policies and practices, which include strategic and intentional recruitment of diverse board members, continual commitment to inclusivity, and equal access to board leadership opportunities.

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?
Yes
Board Performance ?
Why does this matter? Boards need to regularly assess their own performance. Doing so ensures that they are being intentional about how they govern their organization, which is a critical component of effective board leadership. BoardSource recommends that a board conduct a self-assessment of its performance a minimum of once every three years to ensure that it is staying on track with its roles and responsibilities.

Has the board conducted a formal, written self-assessment of its performance within the past three years?
Yes

Officers for Fiscal Year (IRS Form 990)

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Highest Paid Employees & Their Compensation (IRS Form 990)

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People information was last updated by the nonprofit in October 2014

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Programs

Program: Berton Family Young People's Concerts (GuideStar Exchange,
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October 2014)

Budget:
$307,037
Category:
Arts, Culture & Humanities, General/Other
Population Served:
Children Only (5 - 14 years)
None
None

Program Description:

A highlight of Symphony music education programming is our annual series of Berton Family Young People's Concerts, held at the Joan and Irwin Jacobs Music Center. Berton Family Young People's Concerts serve schoolchildren aged nine and above from elementary schools across the county. Concerts may be interrelated to other curriculum, like the humanities and sciences. Prior to each performance, docents visit classrooms and introduce the music students will hear through engaging discussion and activities.

Program Long-Term Success:

The moment a child first hears a violin or trumpet can change his life forever, but it is a moment that many young people never experience. Music education is no longer a staple of the school curriculum and consistently falls victim to budget cuts, leaving young people - especially those with limited resources - with few opportunities to attend a concert or play an instrument. We have been working hard to make a difference. As one of the region's premiere arts organizations, we can do much more. It is now a wide misconception that arts education is a luxury, rather than a vital part of a well-rounded education. Hundreds of scientific studies have shown that there is a definite correlation between performing arts aptitude and academic prowess. Maintaining our Berton Family Young People's Concerts will enhance the San Diego Symphony's reputation as a leader in arts education and raise local awareness for more comprehensive music education programming.

Program Short-Term Success:

The Symphony's music education program is threatened because of recent measures taken by the San Diego Unified School District. On March 13, 2012, the San Diego Board of Education voted to eliminate forty-four full-time and part-time music educator's positions at elementary schools across the county. San Diego's Visual and Performing Arts Department (VAPA), recently named one of America's Best Communities for Music Education by the National Association of Music Merchants, will not be able to support full-fledged elementary school music programs as in years past. With the loss of elementary school music teachers and schools willing to invest in arts education, students will be limited in their music education opportunities. Berton Family Young People's Concerts continue to provide interested students the chance to experience the excitement and artistry of live music performance.

Program Success Monitored by:

The Symphony tracks total Berton Family Young People's Concert attendance and reviews feedback from students and staff members. The Symphony's Director of Education and Community Engagement distributes program evaluations following each Berton Family Young People's Concert for participants to return with observations and suggestions. The Director of Education and Community Engagement also speaks with each musician to learn how he/she felt about the students' response and participation. The written and verbal information we gather is very helpful in planning upcoming programs and determining more effective outreach strategies. The most heartening feedback of all are the thank you letters and pictures that we receive from many of the children who attend these concerts, newly inspired to learn an instrument of their own.

Program Success Examples:

More than 16,000 students attended Berton Family Young People's Concerts this past year. This is thanks in part to generous donations from local foundations that helped sponsor Berton Family Young People's Concert tickets for low-income schoolchildren.

Program: Family Festivals (GuideStar Exchange,
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October 2014)

Budget:
$96,111
Category:
Arts, Culture & Humanities, General/Other
Population Served:
Other Named Groups
None
None

Program Description:

Youngsters and parents alike share in the Family Festival concert experience, enhancing their listening skills and discovering the power and beauty of symphonic music. Pre-concert activities take place one hour before the start of each program and give kids the opportunity to get hands-on experience with a variety of instruments.

Program Long-Term Success:

The Symphony is cultivating new audiences and ensuring a cultured and educated community of arts lovers for years to come. The Symphony hopes that maintaining young children's music programming will enhance the San Diego Symphony's reputation as a leader in arts education and raise awareness, both locally and in the state and nation, of the need for more comprehensive music education programming.

Program Short-Term Success:

Children and their parents will experience the joy of live music performances together. Thanks to Family Festivals and other Symphony programs, musical enrichment opportunities can still be provided for children.

Program Success Monitored by:

We measure the impact of our Family Festival concerts by tracking total concert attendance and reviewing feedback from the audience - including students and teachers - and from the Symphony's artistic and education staff. This information is used in planning future programs. Our Director of Education and Community Engagement evaluates both musicians' performance and student receptiveness to concert curricula, based on reviews completed by chaperones and staff.

Program Success Examples:

More than 60,000 students of all ages attended a Symphony educational program this past year. This is thanks in part to generous donations from local foundations that helped sponsor tickets for low-income schoolchildren.

Program: Linda and Shearn Platt Kinder Koncerts (GuideStar Exchange,
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October 2014)

Budget:
$316,166
Category:
Arts, Culture & Humanities, General/Other
Population Served:
Infants/Babies (under age 5)
Children Only (5 - 14 years)
None

Program Description:

Twenty-five to thirty-five musicians visit community venues throughout San Diego County and perform symphonic music selected especially for very young children. 2013-2014 performances took place at Jamul Primary, Poway Community Christian Preschool, the Ballard Parent Center, Oak Park Elementary, the Birch North Park Theatre, the Escondido Children's Museum, the Escondido Public Library, the San Diego Jewish Academy, El Cajon Library, the Museum of Making Music and Oxford/Palomar Head Start. Linda and Shearn Platt Kinder Koncerts are intended for pre-school and primary grade students from throughout San Diego County. Many students come from low-income families; others attend private or parochial schools. Representation is as broad as the general student population.

Program Long-Term Success:

Many adults have fond memories of the first time they heard a live orchestra or mastered their very first rendition of "Mary Had A Little Lamb" on a new clarinet or violin. That magical moment can change a child's life, but it is a moment that many young people may never experience. Music education is no longer a staple of the school curriculum and consistently falls victim to budget cuts, leaving young people - especially those with limited resources - with few opportunities to attend a concert, let alone own or play an instrument. We have been working hard to make a difference, and we hope that Symphony programming will continue to raise awareness to the need for introductory music courses and early music exposure for children.

Program Short-Term Success:

It is now a wide misconception that arts education is a luxury, rather than a vital part of a well-rounded education. Hundreds of scientific studies have shown that thinking creatively has shown to improve young children's logic and reasoning skills. Music classes have also shown to be more effective training children in reading and spatial comprehension. Early exposure to music classes and the musical form will improve student's academic abilities.

Program Success Monitored by:

We measure the impact of our Linda and Shearn Platt Kinder Koncerts by tracking total concert attendance and reviewing feedback from the students and teachers attending. This information is used in planning future programs. The most heartening feedback are the letters and pictures we receive from many of the children who attend these concerts.

Program Success Examples:

More than 60,000 students of all ages attended a Symphony educational program this past year. This is thanks in part to generous donations from local foundations that helped sponsor tickets for low-income schoolchildren.

Program: Your Song, Your Story (GuideStar Exchange,
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October 2014)

Budget:
$580,000
Category:
None
Population Served:
None
None
None

Program Description:

Throughout 2013, San Diego residents were invited to submit video of their songs, stories and dances to the Symphony's Your Song, Your Story online portal for use in a brand new cross-cultural multimedia performance piece. 320 videos were received during the submission period. Upon completion of the submission period, ethnomusicologists, musicians and community leaders from various cultural backgrounds met and selected twenty-eight minutes of video that best reflected the ethnographic makeup of San Diego. The final piece, completed in March 2014 and presented in July 2014, incorporated live performances from contributors, visual art, dance troupes and more. Oscar and five-time Emmy Award-winner Bill Conti composed. It's the Symphony's hope that the final product will serve as a musical representation of all San Diego residents and a reflection of their diverse life experiences. It will help us understand how unique artistic traditions can be incorporated into future Symphony programming.

Program Long-Term Success:

The Your Song, Your Story project has helped the Symphony lead the way in transforming traditional "outreach" from a one-way, orchestra-centric process to a dynamic, participatory and mutually beneficial two-way and multi-faceted conversation.

Program Short-Term Success:

Your Song, Your Story has helped the Symphony create inroads of communication between the organization's current stakeholders and new audiences.

Program Success Monitored by:

We will know the ultimate success of this unprecedented collaborative project after the Symphony has completed its final evaluation of Your Song, Your Story's local/national impact and analyzed collected demographic and socioeconomic data.

Program Success Examples:

The call for Your Song, Your Story video contributions helped promote mutual cultural exchange. Fifteen different ethnicities were represented in 320 contributed videos. 41% of the videos came from the Hispanic/Latino community, 17.5% from peoples of African-American descent and 10% from peoples of Filipino descent. As of submission, 62% of all video contributors had never attended a Symphony performance. Young adults between the ages of 25 and 34 contributed more than 22% of the collected videos.
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Impact Summary from the Nonprofit Additional Information
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The San Diego Symphony has now completed more than 100 years of public performances and community engagement. Because of tremendous community patronage, world-class musicianship, and remarkable financial support from outside donors, the orchestra has evolved into a first-class organization. In 2009, the San Diego Symphony was elevated from Tier 2 to Tier 1 status by the League of American Orchestras, a designation that reflects the organization's artistic achievement, outstanding guest artists, increased audience development, and other indicators of creative and administrative quality. Tier One orchestras include the New York Philharmonic, the Boston Symphony Orchestra, and the Chicago Symphony Orchestra. We are one of the few nationally-ranked Tier 1 orchestras to have received a four year consecutive, four-star ranking for financial and programmatic excellence from Charity Navigator, the world's foremost evaluator of non-profit agencies. Only 7% of charities registered with Charity Navigator have received this prestigious four-star ranking four or more years in a row. This past 2013-2014 concert season, the Symphony made its debut performance at Carnegie Hall, and embarked on a China Friendship Tour to Shanghai, Beijing, and San Diego's sister city of Yantai. This unprecedented opportunity for Symphony outreach and performance in venues across the globe reflects our dedication and commitment to a new century of excellence and engagement.
For more in-depth information about this organization's impact, view their Charting Impact Report.
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