Civic Intelligence

San Diego Symphony Foundation

990 • Fiscal year 2019 • EIN 14-1858753

Jul 01, 2018 to Jun 30, 2019 • Filed on May 18, 2020

Organization ProfileN/A
1245 Seventh AvenueSan Diego, CA 92101

(619) 235-0800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

44th percentile

$429,513

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Asset Growth

98th percentile

94%

Faster asset growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

4567%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$102,959,251

Up $49,819,851 (+94%) from 2018

Net Assets

Up

$102,959,251

Up $49,819,851 (+94%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin98th percentile

Revenue

Up

$52,084,293

Up $50,968,383 (+4567%) from 2018

Expenses

Up

$4,152,805

Up $1,043,691 (+34%) from 2018

Net Income

Up

$47,931,488

Up $49,924,692 (+2505%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2011: $43,719,062Liabilities 2011: $0Net Assets 2011: $43,719,0622011Assets 2012: $47,801,052Liabilities 2012: $0Net Assets 2012: $47,801,0522012Assets 2013: $49,790,137Liabilities 2013: $0Net Assets 2013: $49,790,1372013Assets 2014: $54,828,244Liabilities 2014: $0Net Assets 2014: $54,828,2442014Assets 2015: $52,621,679Liabilities 2015: $0Net Assets 2015: $52,621,6792015Assets 2016: $49,315,070Liabilities 2016: $0Net Assets 2016: $49,315,0702016Assets 2017: $52,426,804Liabilities 2017: $0Net Assets 2017: $52,426,8042017Assets 2018: $53,139,400Liabilities 2018: $0Net Assets 2018: $53,139,4002018Assets 2019: $102,959,251Liabilities 2019: $0Net Assets 2019: $102,959,2512019Assets 2020: $98,331,923Liabilities 2020: $0Net Assets 2020: $98,331,9232020Assets 2021: $121,018,561Liabilities 2021: $0Net Assets 2021: $121,018,5612021Assets 2022: $107,205,275Liabilities 2022: $0Net Assets 2022: $107,205,2752022Assets 2023: $110,066,866Liabilities 2023: $0Net Assets 2023: $110,066,8662023Assets 2024: $115,752,972Liabilities 2024: $0Net Assets 2024: $115,752,9722024

Highlighted filing

2019

Assets$102,959,251
Liabilities$0
Net Assets$102,959,251
Open 2019 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $5,039,991Expenses 2011: $2,136,434Net Income 2011: $2,903,5572011Revenue 2012: $6,753,849Expenses 2012: $2,148,638Net Income 2012: $4,605,2112012Revenue 2013: $1,196,033Expenses 2013: $2,475,733Net Income 2013: -$1,279,7002013Revenue 2014: $1,111,096Expenses 2014: $2,817,550Net Income 2014: -$1,706,4542014Revenue 2015: $819,106Expenses 2015: $3,047,406Net Income 2015: -$2,228,3002015Revenue 2016: $615,479Expenses 2016: $3,172,078Net Income 2016: -$2,556,5992016Revenue 2017: $1,198,682Expenses 2017: $3,156,556Net Income 2017: -$1,957,8742017Revenue 2018: $1,115,910Expenses 2018: $3,109,114Net Income 2018: -$1,993,2042018Revenue 2019: $52,084,293Expenses 2019: $4,152,805Net Income 2019: $47,931,4882019Revenue 2020: $838,405Expenses 2020: $5,704,351Net Income 2020: -$4,865,9462020Revenue 2021: $925,945Expenses 2021: $5,800,922Net Income 2021: -$4,874,9772021Revenue 2022: $1,941,451Expenses 2022: $5,944,483Net Income 2022: -$4,003,0322022Revenue 2023: $4,337,118Expenses 2023: $6,548,928Net Income 2023: -$2,211,8102023Revenue 2024: $6,443,962Expenses 2024: $6,649,366Net Income 2024: -$205,4042024

Highlighted filing

2019

Revenue$52,084,293
Expenses$4,152,805
Net Income$47,931,488
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 18, 2020
Return Version
2018v3.1
Gross Receipts
$52,084,293
Mission and Program Overview

Mission

To hold, administer, invest and distribute endowment funds or the earnings therefrom to the san diego symphony orchestra association on a regular and timely basis. To solicit endowment funds in order to provide financial support to the san diego symphony orchestra association. To encourage endowment gifts and grants in any form from any person or persons, the distributions from which shall support the programs and activities of the san diego symphony orchestra association. To hold all the powers granted to a nonprofit public benefit corporation by the laws of the state of california, including those powers in nonprofit corporations code section 5140.

Supporting organization that supports the san diego symphony orchestra association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$51,122,320$100,646,093▲ $49,523,773
Pledges and Grants Receivable$2,003,021$2,292,521▲ $289,500
Cash and Non-Interest-Bearing Accounts$14,059$20,637▲ $6,578
Total Assets$53,139,400$102,959,251▲ $49,819,851
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$55,689,708$102,959,251▲ $47,269,543
Unrestricted Net Assets$-2,550,308$0▲ $2,550,308
Total Net Assets Fund Balance$53,139,400$102,959,251▲ $49,819,851
Total Liabilities and Net Assets / Fund Balance$53,139,400$102,959,251▲ $49,819,851

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$100,646,093--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$51,122,320$50,010,075▲ $3,666,503-$100,646,093
2017$49,840,645-▲ $4,389,293-$51,122,320
2016$46,996,399$905,374▲ $5,594,473$500,000$49,840,645
2015$50,667,290$250,000▼ $760,442-$46,996,399
2014$52,635,364$150,000▲ $642,244-$50,667,290
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Joan K JacobsChairman
Robert Caplan EsqVice Chair
Beth SirullDirector
David SnyderDirector
Ellen WhelanDirector
Judith HarrisDirector
Kathlyn MeadDirector
Mark StuartDirector
Martha a GilmerDirector
Warren O Kessler MdDirector
Sandra LevinsonSecretary
Mitchell R WoodburyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$50,010,075
Program Service Revenue
$0
Investment Income
$2,074,218
Other Revenue
$0
All Other Contributions
$50,010,075
Change in Net Assets
$47,931,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,852,410
Other Expenses$300,395
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,852,410--$3,852,410
Fees for Service Investment Mgmnt Fees-$296,898-$296,898
Fees for Services Accounting-$3,497-$3,497
Total Functional Expenses$3,852,410$300,395$0$4,152,805
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The San Diego Symphony Orchestra AssociationSan Diego, CA501(c)(3)To Support the Operations and Activities of a Symphony Orchestra.$3,852,410
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Management reviews the form 990, then the audit committee reviews and approves. The organization makes the final version of the form 990 available to all board members through its portal prior to submission to the irs.”

Form 990, Part VI, Section B, Line 12C

“All board member, officers and directors are covered under the conflict of interest policy. Levels are determined on a case to case basis. Any possible conflicts are reviewed. Persons with a conflict would not be permitted to vote or act on a related topic that would give rise to a conflict. Form 990, part vi, section b, line 13: the san diego symphony foundation's board is in the process of adopting a written whistle blower policy. Form 990, part vi, section b, line 14: the san diego symphony orchestra association's board is in the process of adopting a written document retention and destruction policy.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. Additionally, the combined financial statements of the san diego symphony orchestra association and the san diego symphony foundation are subject to an annual independent audit. The audit report is available to the public upon request.”

FORM 990, PART VI, LINE 15:

“The organization has no paid employees or officers.”

Filing and Contact Details

Filer

Filer Name
San Diego Symphony Foundation
EIN
14-1858753
Phone
6192350800
Address
1245 SEVENTH AVENUE, SAN DIEGO, CA 92101

Signing Officer

Name
Robert Caplan Esq
Title
Vice Chair
Phone
6192350800
Signed
2020-05-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joan K Jacobs
Formed
2002
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
12

Preparer

Firm
Moss Adams Llp
Address
4747 EXECUTIVE DR SUITE 1300, SAN DIEGO, CA 92121
Preparer
Patricia J Mayer
Phone
8586271400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of charitable remainder trust 271,436.”

FORM 990, PART IV, LINE 12B:

“Audit financial statements are prepared on a combined basis because auditing standards so require. However a separate balance sheet and statement of activity for each member of the combined group is presented in the audited financial statement report.”

Financial Statement Notes

PART V, LINE 4:

“To support the san diego symphony orchestra association.”

PART X, LINE 2:

“Sdso and sdsf are both california not-for-profit corporations that are exempt from income taxes under section 501(c)(3) of the internal revenue code and section 23701(d) of the california revenue and taxation code. Sdso and sdsf follow the provisions of financial accounting standards board ("fasb") accounting standards codification ("asc") 740-10, income taxes, related to accounting for uncertain tax positions. Sdso and sdsf have no unrecognized tax benefits or liabilities as of june 30, 2019 and 2018.”

Part V, Line 1E

“For the year ended june 30, 2017, endowment other expense of $500,000 represents an intercompany advance payment to the san diego symphony association as approved by the board of directors.”

Raw XML AppendixShowing 400 of 594 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt02735865
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0BENEFICIARY ORGANIZATION'S SIGNIFICANT VOICE IN INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE SUPPORTING ORGANIZATIONS INCOME OR ASSETS DURING THE TAX YEAR. THE SAN DIEGO SYMPHONY FOUNDATION (FOUNDATION) IS 501(C)(3) ORGANIZATION CLASSIFIED AS A SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3). FURTHER, UNDER THE FOUNDATION'S ARTICLES AND BYLAWS IT SUPPORTS THE SAN DIEGO SYMPHONY ASSOCIATION (ASSOCIATION) AND SPECIFICALLY HOLDS, ADMINISTERS, INVESTS AND DISTRIBUTES ENDOWMENT FUNDS OR THE EARNINGS THEREFROM TO THE ASSOCIATION ON A REGULAR AND TIMELY BASIS. THE FOUNDATION ALSO SOLICITS ENDOWMENT GIFTS AND GRANTS TO PROVIDE FINANCIAL SUPPORT TO THE ASSOCIATION FOR THE ASSOCIATION'S PROGRAMS AND ACTIVITIES. THE ASSOCIATION IS A PUBLIC CHARITY UNDER SECTION 509(A)(2). THE FOUNDATION HAS AN INDEPENDENT BOARD OF DIRECTORS WHICH DOES INCLUDE THE CEO OF THE ASSOCIATION AND ONE OTHER DIRECTOR SELECTED BY THE ASSOCIATION'S BOARD OF DIRECTORS. THE GOVERNING DOCUMENTS PROVIDE THE BOARD HAS DISCRETION REGARDING THE TIMING AND AMOUNT OF DISTRIBUTIONS CONSISTENT WITH THE BOARD'S FIDUCIARY DUTIES. REPRESENTATIVES OF BOARD (INCLUDING THE ASSOCIATION'S CEO) HAVE QUARTERLY FACE-TO-FACE MEETINGS DURING WHICH THEY DISCUSS THE PERFORMANCE OF THE ENDOWMENT'S INVESTMENTS, THE MONITORING OF THE INVESTMENTS, AND THE ASSET MIX OF THE INVESTMENTS. ALSO DURING THE QUARTERLY MEETINGS THE ASSOCIATION'S PROJECTS AND ACTIVITIES ARE DISCUSSED INCLUDING THE ASSOCIATION'S PROJECTED NEEDS FOR INCOME FROM THE FOUNDATION. THE ASSOCIATION'S CFO PROVIDES REPORTS ON THE PREVIOUS 12 ROLLING-QUARTERS AVERAGE VALUE OF ASSETS TO HELP DETERMINE THE DISTRIBUTION FROM THE FOUNDATION TO THE ASSOCIATION FOR THE FOLLOWING FISCAL YEAR. THE PAYOUT HAS GENERALLY BEEN BETWEEN 4% AND 6% OF THE AVERAGE 12 ROLLING-QUARTER AVERAGE VALUE OF ASSETS. THE FOUNDATION'S BOARD COMMUNICATES REGULARLY WITH THE CFO OF THE ASSOCIATION REGARDING THE FOUNDATION'S INVESTMENTS AND PLANS FOR DISTRIBUTIONS. THE FOUNDATION'S QUARTERLY INVESTMENT STATEMENTS ARE PREPARED FOR, AND REVIEWED BY THE FOUNDATION'S BOARD (INCLUDING THE CEO OF THE ASSOCIATION).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SUPPORTED ORGANIZATION: THE SAN DIEGO SYMPHONY ASSOCIATION
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION D. TYPE III SUPPORTING ORGANIZATIONS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION D, LINE 10- RESPONSIVE & ATTENTIVE TEST
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt017438
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt014796
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt075884207
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt050481483
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt01170740
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0791747
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt02286824
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt076878676
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt051991356
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt02690754
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt01819697
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt078049416
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt052783103
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt02690754
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt01819697
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0184601
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt046996399
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0905374
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt049840645
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02971000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05594473
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt050667290
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0250000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt046996399
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt02984000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-760442
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0212942
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0150000
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt02547376
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0642244
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,959,251
Liabilities
$0
Net assets
$102,959,251
Revenue
$52,084,293
Expenses
$4,152,805
Net income
$47,931,488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$116$0.00$116$6.44$6.65$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$110$0.00$110$4.34$6.55$2.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$107$0.00$107$1.94$5.94$4.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$121$0.00$121$0.93$5.80$4.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.3$0.00$98.3$0.84$5.70$4.87
2019Detailed filing. Detailed filing data is available for this year.$103$0.00$103$52.1$4.15$47.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.1$0.00$53.1$1.12$3.11$1.99
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.4$0.00$52.4$1.20$3.16$1.96
2016Detailed filing. Detailed filing data is available for this year.$49.3$0.00$49.3$0.62$3.17$2.56
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.6$0.00$52.6$0.82$3.05$2.23
2014Detailed filing. Detailed filing data is available for this year.$54.8$0.00$54.8$1.11$2.82$1.71
2013Summary only. Only limited summary data is available for this year.$49.8$0.00$49.8$1.20$2.48$1.28
2012Summary only. Only limited summary data is available for this year.$47.8$0.00$47.8$6.75$2.15$4.61
2011Summary only. Only limited summary data is available for this year.$43.7$0.00$43.7$5.04$2.14$2.90