Civic Intelligence

Marin Symphony Association

EIN 94-6104150 • 501(c)3 • San Rafael, CA

Profile

The marin symphony's mission is to enrich, educate, and transform lives through classical music.

4340 Redwood Highway 409CSan Rafael, CA 94903

www.marinsymphony.org

Siviq Scores

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

Liabilities / Assets

20th percentile

0.01x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

28th percentile

0.05x

Higher debt load relative to revenue than 28% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

18th percentile

-12%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

80th percentile

22%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-42%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$9,039,982

Up $1,600,314 (+22%) from 2023

Liabilities

Down

$84,122

Down $341,123 (-80%) from 2023

Net Assets

Up

$8,955,860

Up $1,941,437 (+28%) from 2023

Operations
Liabilities / Revenue28th percentileNet Margin18th percentile

Revenue

Down

$1,659,833

Down $1,197,189 (-42%) from 2023

Expenses

Down

$1,856,093

Down $737,862 (-28%) from 2023

Net Income

Down

-$196,260

Down $459,327 (-175%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$10M$5.0M$0Assets 2011: $1,364,124Liabilities 2011: $279,569Net Assets 2011: $1,084,5552011Assets 2012: $1,041,759Liabilities 2012: $208,137Net Assets 2012: $833,6222012Assets 2013: $789,168Liabilities 2013: $206,761Net Assets 2013: $582,4072013Assets 2014: $745,498Liabilities 2014: $318,767Net Assets 2014: $426,7312014Assets 2015: $461,779Liabilities 2015: $188,402Net Assets 2015: $273,3772015Assets 2016: $2,937,755Liabilities 2016: $186,012Net Assets 2016: $2,751,7432016Assets 2017: $2,927,260Liabilities 2017: $216,086Net Assets 2017: $2,711,1742017Assets 2018: $3,001,497Liabilities 2018: $343,615Net Assets 2018: $2,657,8822018Assets 2019: $3,148,432Liabilities 2019: $429,086Net Assets 2019: $2,719,3462019Assets 2020: $2,860,141Liabilities 2020: $557,193Net Assets 2020: $2,302,9482020Assets 2021: $7,950,459Liabilities 2021: $728,403Net Assets 2021: $7,222,0562021Assets 2022: $6,677,692Liabilities 2022: $602,057Net Assets 2022: $6,075,6352022Assets 2023: $7,439,668Liabilities 2023: $425,245Net Assets 2023: $7,014,4232023Assets 2024: $9,039,982Liabilities 2024: $84,122Net Assets 2024: $8,955,8602024

Highlighted filing

2024

Assets$9,039,982
Liabilities$84,122
Net Assets$8,955,860
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,445,517Expenses 2011: $1,380,643Net Income 2011: $64,8742011Revenue 2012: $1,210,640Expenses 2012: $1,550,411Net Income 2012: -$339,7712012Expenses 2013: $1,582,1812013Revenue 2014: $1,741,105Expenses 2014: $1,939,527Net Income 2014: -$198,4222014Revenue 2015: $1,509,967Expenses 2015: $1,677,983Net Income 2015: -$168,0162015Revenue 2016: $3,867,729Expenses 2016: $1,445,026Net Income 2016: $2,422,7032016Revenue 2017: $1,395,490Expenses 2017: $1,651,829Net Income 2017: -$256,3392017Revenue 2018: $1,639,427Expenses 2018: $1,826,493Net Income 2018: -$187,0662018Revenue 2019: $2,485,557Expenses 2019: $2,469,060Net Income 2019: $16,4972019Revenue 2020: $1,676,304Expenses 2020: $1,866,178Net Income 2020: -$189,8742020Revenue 2021: $4,921,680Expenses 2021: $1,359,182Net Income 2021: $3,562,4982021Revenue 2022: $2,417,685Expenses 2022: $2,270,794Net Income 2022: $146,8912022Revenue 2023: $2,857,022Expenses 2023: $2,593,955Net Income 2023: $263,0672023Revenue 2024: $1,659,833Expenses 2024: $1,856,093Net Income 2024: -$196,2602024

Highlighted filing

2024

Revenue$1,659,833
Expenses$1,856,093
Net Income-$196,260
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
$9,039,982
Liabilities
$84,122
Net assets
$8,955,860
Revenue
$1,659,833
Expenses
$1,856,093
Net income
-$196,260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.04$0.08$8.96$1.66$1.86$0.20
2023Summary only. Only limited summary data is available for this year.$7.44$0.43$7.01$2.86$2.59$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.68$0.60$6.08$2.42$2.27$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.95$0.73$7.22$4.92$1.36$3.56
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.56$2.30$1.68$1.87$0.19
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.43$2.72$2.49$2.47$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.34$2.66$1.64$1.83$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.22$2.71$1.40$1.65$0.26
2016Detailed filing. Detailed filing data is available for this year.$2.94$0.19$2.75$3.87$1.45$2.42
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.19$0.27$1.51$1.68$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.32$0.43$1.74$1.94$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.21$0.58$1.58
2012Summary only. Only limited summary data is available for this year.$1.04$0.21$0.83$1.21$1.55$0.34
2011Summary only. Only limited summary data is available for this year.$1.36$0.28$1.08$1.45$1.38$0.06
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
$1,659,833
Mission and Program Overview

Mission

The Marin Symphony is one of the oldest and most prestigious organizations in Marin County. The orchestra was the inspiration of a small group of professional and amateur musicians who wished to bring classical music, performed by local artists, to the people of Marin.Originally chartered as the Symphony Guild of Marin, The Marin Symphony Association has also been committed to providing programs to give young people in Marin an incentive for musical study and accomplishment.Marin County Catholic High School was the setting for the Marin Symphony's first official concert on December 14, 1952. The Symphony's performances remained there through the succeeding 13 seasons. The Symphony's second home through 1970 was the auditorium at the College of Marin. In 1971, the Symphony moved to its permanent home in the newly opened, 2,000-seat Marin Veterans' Memorial Auditorium where it remained until October, 1989, when seismic reinforcement to the hall necessitated a two-year hiatus. During this

The marin symphony's mission is to enrich, educate, and transform lives through classical music.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,083,549$6,927,413▲ $843,864
Savings and Temporary Cash Investments$1,187,113$851,944▼ $335,169
Pledges and Grants Receivable$280,000$285,000▲ $5,000
Cash and Non-Interest-Bearing Accounts$109,335$128,607▲ $19,272
Prepaid Expenses and Deferred Charges$5,498$7,144▲ $1,646
Accounts Receivable$2,531$2,531→ $0
Total Assets$8,775,654$9,039,982▲ $264,328
Other Assets Total$1,107,628$837,343▼ $270,285
Liabilities
Other Liabilities$137,168$74,080▼ $63,088
Accounts Payable and Accrued Expenses$14,405$10,042▼ $4,363
Total Liabilities$151,573$84,122▼ $67,451
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,613,454$7,973,972▲ $360,518
Net Assets With Donor Restrictions$1,010,627$981,888▼ $28,739
Total Net Assets Fund Balance$8,624,081$8,955,860▲ $331,779
Total Liabilities and Net Assets / Fund Balance$8,775,654$9,039,982▲ $264,328

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$550,035--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$8,529,958-▲ $855,859$525,939$8,859,878
2022$6,055,404$1,744,631▲ $729,923-$8,529,958
2021$7,568,090$4,000▼ $866,178$650,508$6,055,404
2020$2,428,423$3,677,694▲ $1,461,973-$7,568,090
2019$2,173,795$268,139▼ $13,511-$2,428,423
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Tod BrodyExecutive DirectorFT$149,106$149,106
Marty EshoffDirector Ops. & Fin.FT$114,623$114,623
Nuri KyeDirector DevelopmentFT$112,298$112,298
Margot GoldingTreasurerPT$7,244$7,244
Renee FromanDirector-$5,381$5,381
Elizabeth PriorDirector-$1,583$1,583
Steve MachtingerPresidentPT$1,120$1,120

Board Members and Trustees

NameTitle
Nancy RehkopfVice President
Erica PosnerDirector
Joanne DunnDirector
Josh RafnerDirector
Judith Walker WeissmanDirector
Kate SearsDirector
Lynn CallenderDirector
Madeleine SloaneDirector
Marty RubinoDirector
Mary DentonDirector
Robert Wood JohnsonDirector
Sally SchroederDirector
Stacy ScottDirector
William EicharDirector
Renee RymerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$916,657
Program Service Revenue
$366,730
Investment Income
$376,446
Other Revenue
$0
All Other Contributions
$916,657
Change in Net Assets
$-196,260

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,611,207
Revenue Not Reported on Financial Statements
$48,626
Revenue Not Reported on Form 990
$55,000
Total Revenue per Audited Statements
$1,666,207
Total Revenue per Form 990
$1,659,833
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,158,316
Other Expenses$697,777
Total Fundraising Expense$168,115
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$526,805$458,424$8,653$993,882
Advertising$104,385$1,960$102,980$209,325
Current Officers, Directors, Trustees, and Key Employees$87,158$75,844$1,432$164,434
Occupancy$43,783$54,681-$98,464
Fees for Service Investment Mgmnt Fees-$48,626-$48,626
Fees for Services Other$19,865$17,844-$37,709
All Other Expenses$5,570$18,260-$23,830
Other Expenses$6,270$15,068$48,085$21,338
Insurance-$9,407-$9,407
Total Functional Expenses$920,458$767,520$168,115$1,856,093

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,862,467
Total Expenses per Form 990$1,856,093
Expenses per Audited Statements$1,807,467
Expenses Not Reported on Form 990$55,000
Expenses Not Reported on Financial Statements$48,626
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
Accrued Payroll and Vacation$70,437
Lease-current$3,643
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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

“A draft of the form 990 is provided for review. Any needed changes are made prior to filing.”

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

“Members of the board of directors review all potential conflicts of interest periodically. Top management and all board members are required to disclose potential conflicts and any related party affiliations. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures.”

Form 990, Part VI, Section B, Line 15

“Line 15a: members of the board of directors review the compensation of all high-levelpersonnel periodically in accordance with irs rules and regulations. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries. Every effort is made to ensure that the process is thorough and transparent in accordance with irs guidelines and the organization's policies and procedures. Line 15b: compensation of other personnel and highly compensated employees is reviewed periodically by members of management. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries and all related benefits. All decisions are then documented in personnel files.”

Form 990, Part VI, Section C, Line 18

“The form 990 is available at irs.gov and guidestar.org.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Marin Symphony Association
EIN
94-6104150
Phone
4154798100
Address
4340 REDWOOD HIGHWAY 409C, SAN RAFAEL, CA 94903

Signing Officer

Name
Marty Eshoff
Title
CFO
Phone
4154798100
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marty Eshoff
Formed
1952
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
273
Volunteers
25

Preparer

Firm
Sd Mayer & Associates Llp
Address
235 MONTGOMERY STREET 26TH FLOOR, SAN FRANCISCO, CA 94104
Preparer
Stephen D Mayer
Phone
4156914040
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Marin symphony association follows the guidance for uncertain tax positions. Management concluded that there are no uncertain tax positions at june 30, 2024.”

Raw XML AppendixShowing 400 of 598 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
IRS990/AccountantCompileOrReviewInd00
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IRS990/AccountsReceivableGrp/EOYAmt02531
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MARIN SYMPHONY'S MISSION IS TO ENRICH, EDUCATE, AND TRANSFORM LIVES THROUGH CLASSICAL MUSIC.
IRS990/AdvertisingGrp/FundraisingAmt0102980
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01960
IRS990/AdvertisingGrp/ProgramServicesAmt0104385
IRS990/AdvertisingGrp/TotalAmt0209325
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IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
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IRS990/Desc0DURING THIS YEAR, THE ORGANIZATION'S PROFESSIONAL SYMPHONY ORCHESTRA (MARIN SYMPHONY) PRESENTED 19 TICKETED PUBLIC PERFORMANCES TO AUDIENCES OF APPROXIMATELY 15,000 PEOPLE. THE ORGANIZATION ALSO OPERATED EDUCATION/OUTREACH PROGRAMS WITH A THREE-TIERED YOUTH ORCHESTRA, IN-SCHOOL PROGRAMS WITH MARIN SYMPHONY TEACHING ARTISTS, AND A FREE PUBLIC CONCERT FOR THOUSANDS OF STUDENTS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIR. OPS. & FIN.
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR DEVELOPMENT
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