Civic Intelligence

San Diego Early Music Society

EIN 33-0012984 • 501(c)3 • San Diego, CA

Profile

The San Diego Early Music Society is a non-profit organization founded to showcase the musical treasures of the medieval, Renaissance, and Baroque periods, as performed on period instruments and in accordance with historical practice. The Society was established in 1981 and has presented concerts in churches, small halls, museums, and homessettings for which the music was composed.Artists internationally renowned for their performances and recordings are presented in concert each season. World-class vocal and instrumental soloists, ensembles, and chamber orchestras perform an exciting repertoire from various periods and countries.

PO Box 82008San Diego, CA 92138

www.sdems.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$12,176

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

93rd percentile

98%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

97%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$612,653

Up $303,717 (+98%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$612,653

Up $303,717 (+98%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin93rd percentile

Revenue

Up

$495,460

Up $243,851 (+97%) from 2023

Expenses

Up

$191,743

Up $6,587 (+3.6%) from 2023

Net Income

Up

$303,717

Up $237,264 (+357%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2020: $231,523Liabilities 2020: $0Net Assets 2020: $231,5232020Assets 2022: $242,483Net Assets 2022: $242,4832022Assets 2023: $308,936Liabilities 2023: $0Net Assets 2023: $308,9362023Assets 2024: $612,653Liabilities 2024: $0Net Assets 2024: $612,6532024

Highlighted filing

2024

Assets$612,653
Liabilities$0
Net Assets$612,653
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2020: $175,134Expenses 2020: $121,556Net Income 2020: $53,5782020Revenue 2022: $152,205Expenses 2022: $179,454Net Income 2022: -$27,2492022Revenue 2023: $251,609Expenses 2023: $185,156Net Income 2023: $66,4532023Revenue 2024: $495,460Expenses 2024: $191,743Net Income 2024: $303,7172024

Highlighted filing

2024

Revenue$495,460
Expenses$191,743
Net Income$303,717
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$612,653
Liabilities
$0
Net assets
$612,653
Revenue
$495,460
Expenses
$191,743
Net income
$303,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$4.95$1.92$3.04
2023Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$2.52$1.85$0.66
2022Detailed filing. Detailed filing data is available for this year.$2.42$2.42$1.52$1.79$0.27
2020Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$1.75$1.22$0.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$495,460
Mission and Program Overview

Mission

The San Diego Early Music Society (SDEMS) fosters the appreciation and performance of early music (music of the Medieval, Renaissance, and Baroque periods) in the greater San Diego area through concert presentations. SDEMS seeks to diversify and enhance cultural life in our community by presenting outstanding concerts by internationally recognized musicians. Early music is an important branch of the Western cultural tradition that is under-0served by mainstream musical organizations in San Diego. SDEMS performances often feature the use of musical instruments and performance practices appropriate to the period in which the music was composed.

The San Diego Early Music Society (SDEMS) fosters the appreciation and performance of early music (music of the Medieval, Renaissance, and Baroque periods) in the greater San Diego area through concert presentations. SDEMS seeks to diversify and enhance cultural life in our community by presenting outstanding concerts by internationally recognized musicians. Early music is an important branch of the Western cultural tradition that is underserved by mainstream musical organizations in San Diego. SDEMS performances often feature the use of musical instruments and performance practices appropriate to the period in which the music was composed.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$308,936$612,653▲ $303,717
Savings and Temporary Cash Investments$308,936$612,353▲ $303,417
Cash and Non-Interest-Bearing Accounts-$300-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$308,936$612,653▲ $303,717
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$308,936$612,653▲ $303,717
Total Liabilities and Net Assets / Fund Balance$308,936$612,653▲ $303,717
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Pamela Narbona JerezExecutive DirectorPT$12,176$12,176

Board Members and Trustees

NameTitle
Kathlyn RobbinsPresident
Laurent PlanchonVice President
David CampDirector
Douglas LynnDirector
Sally BuffintonDirector
Takae OhnishiDirector
William ProppDirector
David JacobsonSecretary
Elisabeth FidlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$423,504
Program Service Revenue
$69,585
Investment Income
$2,371
Other Revenue
$0
All Other Contributions
$408,878
Change in Net Assets
$303,717
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$171,296
Salaries, Compensation, and Employee Benefits$20,447
Total Fundraising Expense$5,862
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$99,166--$99,166
Travel$20,530--$20,530
Current Officers, Directors, Trustees, and Key Employees-$12,176-$12,176
Occupancy$10,330--$10,330
Office Expenses-$7,863-$7,863
All Other Expenses$3,695$2,357$466$6,518
Advertising$5,388--$5,388
Insurance-$5,274-$5,274
Other Salaries and Wages-$4,305-$4,305
Payroll Taxes-$3,966-$3,966
Fees for Services Accounting-$2,214-$2,214
Other Expenses$3,700-$2,015$2,015
Total Functional Expenses$147,726$38,155$5,862$191,743
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
San Diego Early Music Society
EIN
33-0012984
Phone
6192918246
Address
PO Box 82008, San Diego, CA 92138

Signing Officer

Name
Pamela Narbona Jerez
Title
Executive Director
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pamela Narbona Jerez
Formed
1983
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
2
Volunteers
6

Preparer

Firm
RefundMasters
Address
8100 Broadway Ste B, Lemon Grove, CA 91945
Preparer
Philip Simon
Phone
8588743085
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IRS990/OtherSalariesAndWagesGrp/TotalAmt04305
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03966
IRS990/PayrollTaxesGrp/TotalAmt03966
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Pamela Narbona Jerez
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
IRS990/ProgramServiceRevenueGrp/Desc0Ticket sales
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt069585
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt069585
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0175280
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt032
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0169239
IRS990/PYProgramServiceRevenueAmt076297
IRS990/PYRevenuesLessExpensesAmt066453
IRS990/PYSalariesCompEmpBnftPaidAmt015917
IRS990/PYTotalExpensesAmt0185156
IRS990/PYTotalRevenueAmt0251609
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0303717
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt069585
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0308936
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0612653
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0308936
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0612353
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0423504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0175280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt085251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt066104
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0112674
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0862813
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02346
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0980
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03438
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt069585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt076297
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt066924
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt061080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0273886
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02346
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0980
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03438
IRS990ScheduleA/InvestmentIncomeCYPct00.00300
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0400
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0400
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99660
IRS990ScheduleA/PublicSupportTotal509Amt01136699
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0493089
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0251577
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0152175
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066104
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0173754
IRS990ScheduleA/Total509Grp/TotalAmt01136699
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0495435
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0251609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0152205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt066154
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0175134
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01140537
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0308936
IRS990/TotalAssetsEOYAmt0612653
IRS990/TotalAssetsGrp/BOYAmt0308936
IRS990/TotalAssetsGrp/EOYAmt0612653
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0423504
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05862
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038155
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0147726
IRS990/TotalFunctionalExpensesGrp/TotalAmt0191743
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0308936
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0612653
IRS990/TotalProgramServiceExpensesAmt0147726
IRS990/TotalProgramServiceRevenueAmt069585
IRS990/TotalReportableCompFromOrgAmt012176
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt071956
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0495460
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0308936
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0612653
IRS990/TravelGrp/ProgramServicesAmt020530
IRS990/TravelGrp/TotalAmt020530
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X

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