Civic Intelligence

Stockton Symphony Association Inc

EIN 94-1462758 • 501(c)3 • Stockton, CA

Profile

The mission of stockton symphony is to inspire joy and to build community through music.

4629 Quail Lakes DriveStockton, CA 95207

www.stocktonsymphony.org

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.26x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.21x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

16th percentile

-17%

Higher net margin than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$105,361

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

6th percentile

-34%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$1,181,256

Down $619,013 (-34%) from 2023

Liabilities

Up

$310,482

Up $28,137 (+10.0%) from 2023

Net Assets

Down

$870,774

Down $647,150 (-43%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin16th percentile

Revenue

Down

$1,446,054

Down $313,876 (-18%) from 2023

Expenses

Up

$1,689,919

Up $178,969 (+12%) from 2023

Net Income

Down

-$243,865

Down $492,845 (-198%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,739,401Liabilities 2011: $477,660Net Assets 2011: $1,261,7412011Assets 2012: $1,497,580Liabilities 2012: $387,485Net Assets 2012: $1,110,0952012Assets 2013: $1,745,675Liabilities 2013: $327,115Net Assets 2013: $1,418,5602013Assets 2014: $1,784,113Liabilities 2014: $204,464Net Assets 2014: $1,579,6492014Assets 2015: $1,661,351Liabilities 2015: $306,624Net Assets 2015: $1,354,7272015Assets 2016: $1,489,275Liabilities 2016: $335,506Net Assets 2016: $1,153,7692016Assets 2017: $1,911,087Liabilities 2017: $291,038Net Assets 2017: $1,620,0492017Assets 2018: $2,044,136Liabilities 2018: $375,240Net Assets 2018: $1,668,8962018Assets 2019: $1,923,911Liabilities 2019: $259,780Net Assets 2019: $1,664,1312019Assets 2020: $1,699,983Liabilities 2020: $168,062Net Assets 2020: $1,531,9212020Assets 2021: $2,360,154Liabilities 2021: $201,974Net Assets 2021: $2,158,1802021Assets 2022: $1,669,399Liabilities 2022: $148,869Net Assets 2022: $1,520,5302022Assets 2023: $1,800,269Liabilities 2023: $282,345Net Assets 2023: $1,517,9242023Assets 2024: $1,181,256Liabilities 2024: $310,482Net Assets 2024: $870,7742024

Highlighted filing

2024

Assets$1,181,256
Liabilities$310,482
Net Assets$870,774
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,186,500Expenses 2011: $1,348,153Net Income 2011: -$161,6532011Expenses 2012: $1,581,8682012Revenue 2013: $1,643,359Expenses 2013: $1,361,924Net Income 2013: $281,4352013Revenue 2014: $1,300,972Expenses 2014: $1,327,674Net Income 2014: -$26,7022014Revenue 2015: $1,222,110Expenses 2015: $1,433,534Net Income 2015: -$211,4242015Revenue 2016: $1,258,508Expenses 2016: $1,402,002Net Income 2016: -$143,4942016Revenue 2017: $1,675,866Expenses 2017: $1,325,546Net Income 2017: $350,3202017Revenue 2018: $1,253,891Expenses 2018: $1,259,452Net Income 2018: -$5,5612018Revenue 2019: $1,277,440Expenses 2019: $1,214,666Net Income 2019: $62,7742019Revenue 2020: $1,370,806Expenses 2020: $1,210,148Net Income 2020: $160,6582020Revenue 2021: $1,360,657Expenses 2021: $847,214Net Income 2021: $513,4432021Revenue 2022: $1,221,425Expenses 2022: $1,505,205Net Income 2022: -$283,7802022Revenue 2023: $1,759,930Expenses 2023: $1,510,950Net Income 2023: $248,9802023Revenue 2024: $1,446,054Expenses 2024: $1,689,919Net Income 2024: -$243,8652024

Highlighted filing

2024

Revenue$1,446,054
Expenses$1,689,919
Net Income-$243,865
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,181,256
Liabilities
$310,482
Net assets
$870,774
Revenue
$1,446,054
Expenses
$1,689,919
Net income
-$243,865
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.31$0.87$1.45$1.69$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.28$1.52$1.76$1.51$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.15$1.52$1.22$1.51$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.20$2.16$1.36$0.85$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.17$1.53$1.37$1.21$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.26$1.66$1.28$1.21$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.38$1.67$1.25$1.26$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.29$1.62$1.68$1.33$0.35
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.34$1.15$1.26$1.40$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.31$1.35$1.22$1.43$0.21
2014Detailed filing. Detailed filing data is available for this year.$1.78$0.20$1.58$1.30$1.33$0.03
2013Summary only. Only limited summary data is available for this year.$1.75$0.33$1.42$1.64$1.36$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.39$1.11$1.58
2011Summary only. Only limited summary data is available for this year.$1.74$0.48$1.26$1.19$1.35$0.16
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
$2,350,319
Mission and Program Overview

Mission

The mission of stockton symphony is to inspire joy and to build community through music.

To inspire joy and to build community through the magic of music.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,253,864$838,187▼ $415,677
Cash and Non-Interest-Bearing Accounts$242,197$126,249▼ $115,948
Accounts Receivable$135,323$113,646▼ $21,677
Land, Buildings, and Equipment, Net$39,502$28,560▼ $10,942
Prepaid Expenses and Deferred Charges$23,324$7,023▼ $16,301
Total Assets$1,800,269$1,181,256▼ $619,013
Other Assets Total$106,059$67,591▼ $38,468
Liabilities
Deferred Revenue$148,644$196,410▲ $47,766
Other Liabilities$104,132$66,394▼ $37,738
Accounts Payable and Accrued Expenses$29,569$47,678▲ $18,109
Total Liabilities$282,345$310,482▲ $28,137
Net Assets / Fund Balance
Net Assets With Donor Restrictions$510,228$510,228→ $0
Net Assets Without Donor Restrictions$1,007,696$360,546▼ $647,150
Total Net Assets Fund Balance$1,517,924$870,774▼ $647,150
Total Liabilities and Net Assets / Fund Balance$1,800,269$1,181,256▼ $619,013

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$28,560$54,169$82,729
Other Assets Org$2,250--
Other Securities$244,031--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$631,030-▲ $70,034$37,237$663,827
2022$613,112-▲ $52,171$34,253$631,030
2021$678,201-▼ $49,126$15,963$613,112
2020$388,306$213,476▲ $88,759$12,340$678,201
2019$394,227-▲ $5,214$11,135$388,306
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter JaffeMusic DirectorFT$98,061$7,300$105,361
Arthur Scott WatkinsCEOFT$97,699$5,479$103,178

Board Members and Trustees

NameTitle
Douglas HuntFinance Chair
Kathy HartGovernance Chair
Velma LimPresident
Lisa J BlountCo-VP Education
Pheon DavisonCo-VP Education
Christopher GuptillEx-officio
Peter WitteEx-officio
Akilah JefferyMember
Cecilia MoranMember
Fj Dietrich IvMember
James MorrisMember
Joe SublettMember
Joseph FeneckMember
Lisa Blanco JimenezMember
Nicole GoehringMember
Pamela LeeMember
Roger SitkinMember
Susanne GhidoniMember
William RussellMember
Elizabeth KimSecretary
Niko TorresTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$570,955
Program Service Revenue
$296,244
Investment Income
$550,891
Other Revenue
$27,964
All Other Contributions
$445,955
Change in Net Assets
$-243,865
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,139,935
Other Expenses$549,984
Total Fundraising Expense$119,805
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$699,855$89,899$88,944$878,698
Current Officers, Directors, Trustees, and Key Employees$98,061$97,699-$195,760
Advertising$133,035--$133,035
Fees for Services Accounting-$91,727-$91,727
Occupancy-$57,701-$57,701
Other Employee Benefits$16,360$17,635$4,696$38,691
Office Expenses$6,465$27,094$1,293$34,852
Payroll Taxes$5,486$17,517$3,783$26,786
Fees for Services Other-$25,580-$25,580
All Other Expenses-$13,753-$13,753
Depreciation Depletion$4,657$6,285-$10,942
Other Expenses$22,921$10,552$300$10,852
Insurance-$9,918-$9,918
Total Functional Expenses$1,104,754$465,360$119,805$1,689,919
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right-of-use Obligation$66,394
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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

“The form 990 is emailed to all voting board members for review prior to filing.”

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

“Each director, principal officer, member of a committee with governing board delegated powers, and employees of the stockton symphony association (ssa) shall annually sign a statement which affirms such persons have received a copy, have read and understand, and have agreed to comply with the policy. To ensure that the ssa operates in a manner consistent with its purposes and does not engage in activites that could jeopardize its tax-exempt status, periodic reviews are conducted.”

Form 990, Part VI, Section B, Line 15

“A compensation committee made up of the board president and other board members relies on salary surveys from the league of american orchestras and acso for compensation comparability data. The committee negotiates the compensation package/contract for the executive director. The board of directors must approve the package,which is documented in the board minutes.”

Form 990, Part VI, Section C, Line 19

“These documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Stockton Symphony Association Inc
EIN
94-1462758
Phone
2099510196
Address
4629 QUAIL LAKES DRIVE, STOCKTON, CA 95207

Signing Officer

Name
Arthur Scott Watkins
Title
CEO
Phone
2099510196
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Arthur Scott Watkins
Formed
1926
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
220
Volunteers
0

Preparer

Firm
Kemper CPA Group Llp
Address
3031 W MARCH LANE STE 133 S, STOCKTON, CA 95219
Preparer
Christine Franklin
Phone
2094732001
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has not changed either its oversight process or selection process during the tax year.”

Financial Statement Notes

PART V, LINE 4:

“The purpose of the endowment fund is to ensure the future of the symphony and to provide support to the association's annual budget by means of a percentage withdrawal each year.”

PART X, LINE 2:

“The association is exempt from federal income taxes under irc sec. 501(c)(3) and state income tax under section 23701(d) of the california revenue and taxation code. The association is classified by the internal revenue service as an other-than-private foundation. Accordingly, no provision for federal or state income taxes is made in the accompanying financial statements. The association's forms 990, return of organization exempt from income tax, are subject to examination by the irs, generally for three to four years after they were filed.”

Raw XML AppendixShowing 400 of 618 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.

Path#Value
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IRS990/AccountsPayableAccrExpnssGrp/BOYAmt029569
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO INSPIRE JOY AND TO BUILD COMMUNITY THROUGH THE MAGIC OF MUSIC.
IRS990/AdvertisingGrp/ProgramServicesAmt0133035
IRS990/AdvertisingGrp/TotalAmt0133035
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STOCKTON SYMPHONY ASSOCIATION
IRS990/BooksInCareOfDetail/PhoneNum02099510196
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04629 QUAIL LAKES DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095207
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IRS990/CompensationProcessOtherInd01
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IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt06285
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IRS990/DepreciationDepletionGrp/TotalAmt010942
IRS990/Desc0SINCE 1926, THE STOCKTON SYMPHONY HAS BEEN A POWERFUL FORCE FOR CREATIVITY, EDUCATION, AND COMMUNITY SPIRIT IN SAN JOAQUIN COUNTY. AS THE STATE OF CALIFORNIA'S THIRD LONGEST-STANDING PROFESSIONAL ORCHESTRA, WE REMAIN PASSIONATELY COMMITTED TO OUR MISSION: TO INSPIRE JOY AND BUILD COMMUNITY THROUGH THE MAGIC OF MUSIC. DURING THE 202324 FISCAL YEAR, THE SYMPHONY PROUDLY PRESENTED A WIDE RANGE OF PERFORMANCES THAT BROUGHT PEOPLE TOGETHER ACROSS GENERATIONS AND NEIGHBORHOODS. OUR MAIN SERIES OF NINE SUBSCRIPTION CONCERTS, HELD AT ATHERTON AUDITORIUM ON THE DELTA COLLEGE CAMPUS, FEATURED INSPIRING REPERTOIRE, CELEBRATED GUEST ARTISTS, AND THE EXTRAORDINARY TALENTS OF OUR PROFESSIONAL UNION ORCHESTRA OF 5070 MUSICIANS.(CONTINUED ON SCH O)WE ALSO EXTENDED OUR REACH WITH COMMUNITY CONCERTS AT HUTCHINS STREET SQUARE IN LODI, THE GRAND THEATRE IN TRACY, AND OTHER LOCATIONS THROUGHOUT SAN JOAQUIN COUNTY. EDUCATION CONTINUED TO BE AT THE HEART OF OUR WORK. CLOSE TO 5,000 ELEMENTARY STUDENTS FROM STOCKTON, LODI, LINCOLN, MANTECA, LINDEN, AND ELK GROVE EXPERIENCED THE MAGIC OF OUR STEPPIN' OUT CONCERTSMANY FOR THE FIRST TIME. STUDENTS RECEIVED ENGAGING CLASSROOM MATERIALS, AND SELECT SCHOOLS WELCOMED GUEST ARTIST VISITS. OUR INTERACTIVE INSTRUMENT PETTING ZOO WAS ON DISPLAY AT THE ANNUAL FAMILY FUN DAY AT THE PARK. THESE EXPERIENCES CREATE LASTING MEMORIES, INSPIRE CREATIVITY, AND PLANT THE SEEDS FOR LIFELONG APPRECIATION OF THE ARTS. TO FOSTER DEEPER CONNECTIONS WITH NEW AUDIENCES, WE PRODUCED OUR GATHERINGS SERIESINTIMATE SUMMER CHAMBER CONCERTS HELD AT LOCAL WINERIES AND CULTURAL VENUES. THESE EVENTS ALLOWED MUSIC LOVERS TO ENJOY LIVE CLASSICAL PERFORMANCES IN RELAXED, INVITING SETTINGS, STRENGTHENING OUR BOND WITH THE BROADER COMMUNITY. THE YEAR ALSO MARKED A PERIOD OF THOUGHTFUL TRANSITION AND BOLD NEW VISION. FOLLOWING THE UNEXPECTED PASSING OF CEO PHILIP WEST IN EARLY 2023, THE SYMPHONY WELCOMED ARTS LEADER SCOTT WATKINS AS ITS NEW CEO. UNDER HIS GUIDANCE, WE LAUNCHED A COMPREHENSIVE STRATEGY TO GROW AUDIENCES, ENHANCE PROGRAMMING, AND PREPARE FOR THE MOST EXCITING MILESTONE IN OUR HISTORYOUR CENTENNIAL SEASON IN 202627.THIS YEAR, WE BUILT THE GROUNDWORK FOR OUR 100TH ANNIVERSARY CELEBRATION BY LAUNCHING LEGACY GIVING INITIATIVES, EXPANDING DONOR AND SPONSOR ENGAGEMENT, AND PLANNING COLLABORATIVE PROJECTS WITH REGIONAL PARTNERS. THESE EFFORTS ARE NOT ONLY BUILDING MOMENTUMTHEY'RE CREATING A FUTURE THAT HONORS OUR LEGACY WHILE EMBRACING NEW POSSIBILITIES. TICKET SALES IN 2023 INCREASED BACK TO THE PRE-PANDEMIC LEVEL OF 2019; HOWEVER, CASH DONATIONS LAGGED IN 2023 AS WE NO LONGER RECEIVED PANDEMIC-RELATED GRANTS. THEREFORE, WE NEEDED TO USE SOME FUNDS FROM OUR INVESTMENT ACCOUNTS -- BUT WITH THE IMPENDING CENTENNIAL CELEBRATION, WE ARE GARNERING INCREASED MONETARY SUPPORT. WHILE WE NAVIGATED INDUSTRY-WIDE CHALLENGES LIKE RISING COSTS AND CHANGING AUDIENCE HABITS, OUR COMMITMENT NEVER WAVERED. WE TOOK BOLD STEPS TO STREAMLINE PROGRAMMING, ADJUST PRICING, AND INVEST IN IMPACT-DRIVEN MARKETING. WITH THE SUPPORT OF OUR DONORS, BOARD, AND COMMUNITY PARTNERS, THE STOCKTON SYMPHONY IS STRONGER, MORE FOCUSED, AND MORE INSPIRED THAN EVER BEFORE. WE LOOK FORWARD TO CONTINUING OUR MISSION OF TRANSFORMING LIVES THROUGH MUSIC, AND WE THANK OUR SUPPORTERS FOR HELPING US MOVE CONFIDENTLY TOWARD A VIBRANT SECOND CENTURY.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0MUSIC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4FINANCE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5GOVERNANCE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CO-VP EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt7CO-VP EDUCATION
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IRS990/MissionDesc0THE MISSION OF THE STOCKTON SYMPHONY IS TO INSPIRE JOY AND TO BUILD COMMUNITY THROUGH THE MAGIC OF MUSIC.
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