2026-04-10T16:00:36-05:00 2025-06-30 680456752 DILLWOOD BURKEL & MILLAR LLP 175 CONCOURSE BOULEVARD SUITE A SANTA ROSA CA 95403 990 2024-07-01 946134075 SANTA ROSA SYMPHONY ASSOCIATION SANT 7075467097 50 SANTA ROSA AVE 410 SANTA ROSA CA 95404 ANDREW BRADFORD PRESIDENT & CEO 7075467097 2026-04-10 1 1 LOTASHA THOMAS P01225273 7075778806 2026-04-10 2024 2025-03-06 01:10:19Z ANDREW BRADFORD 50 SANTA ROSA AVE 410 SANTA ROSA CA 95404 11531949 0 X SRSYMPHONY.ORG X 1928 CA THE PROMOTION OF THE ART OF SYMPHONY MUSIC THROUGH CLASSICAL MUSIC PERFORMANCES, OUTREACH, AND MUSIC EDUCATION. 37 37 317 107 49687 0 2231738 2524332 1883830 1996378 1288111 1455510 -3490 704 5400189 5976924 0 0 0 0 3162405 3477447 0 0 387576 1776612 1775091 4939017 5252538 461172 724386 25708757 27664622 1290772 2006168 24417985 25658454 SANTA ROSA SYMPHONY INSPIRES AND ENGAGES THE RESIDENTS OF OUR REGION WITH EXCEPTIONAL MUSICAL PERFORMANCES AND EDUCATIONAL PROGRAMS THROUGH CORE VALUES OF ORGANIZATIONAL STRENGTH, INNOVATIVE PROGRAMMING, COMMUNITY SERVICE, AND FISCAL RESPONSIBILITY. 0 0 3214499 1749708 CLASSICAL MUSIC PERFORMANCES INCLUDING THE CLASSICAL SERIES, FAMILY SERIES, POPS SERIES, SPECIAL CONCERTS AND SENIOR OUTREACH WITH A TOTAL ATTENDANCE OF 28,000. 932981 196983 MUSIC EDUCATION REACHING 30,000 YOUNG PEOPLE IN SCHOOL DEMONSTRATIONS; FIVE YOUTH ENSEMBLE PROGRAMS; SUMMER MUSIC ACADEMY; AND SIX MUSIC PROGRAMS FOR SCHOOLS. 4147480 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 71 0 1 317 1 1 1 0 0 0 0 1 1 0 0 0 0 X 37 37 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X OBIAMAKA PISTONI 7075467097 50 SANTA ROSA AVE 410 SANTA ROSA CA 95404 KEVEN BROWN CHAIRMAN 2.00 X X 0 0 0 GARTH BIXLER VICE CHAIRMAN 2.00 X X 0 0 0 JACQUES SCHLUMBERGER SECRETARY 2.00 X X 0 0 0 SEAN PRYDEN TREASURER 2.00 X X 0 0 0 ANN MARIE MCGEE DIRECTOR 2.00 X 0 0 0 BETTY FERRIS DIRECTOR 2.00 X 0 0 0 BRYAN CORYELL DIRECTOR 2.00 X 0 0 0 CAROLYN COYMAN DIRECTOR 2.00 X 0 0 0 CORINNE BYRD IMMEDIATE PAST CHAIRMAN 2.00 X 0 0 0 DAVID STARE DIRECTOR 2.00 X 0 0 0 HALLIE BEACHAM DIRECTOR 2.00 X 0 0 0 IRENE SOHM DIRECTOR 2.00 X 0 0 0 JACK DUPRE DIRECTOR 2.00 X 0 0 0 JAMEI HASWELL DIRECTOR 2.00 X 0 0 0 JUDY CHEN DIRECTOR 2.00 X 0 0 0 KEITH HILEN DIRECTOR 2.00 X 0 0 0 MADELEINE GUNDERSON DIRECTOR 2.00 X 0 0 0 MARILYN CHIOTTI - START 924 LEAGUE REPRESENTATIVE 2.00 X 0 0 0 MARK DIERKHISING DIRECTOR 2.00 X 0 0 0 MARK JACOBSON DIRECTOR 2.00 X 0 0 0 MARK STEVENS DIRECTOR 2.00 X 0 0 0 NANCY DOYLE DIRECTOR 2.00 X 0 0 0 NANCY HALL DIRECTOR 2.00 X 0 0 0 NANCY NOVAK DIRECTOR 2.00 X 0 0 0 PAM RANKIN - START 125 DIRECTOR 2.00 X 0 0 0 PAT CASKEY DIRECTOR 2.00 X 0 0 0 PAUL SWENSON DIRECTOR 2.00 X 0 0 0 ROBERT GLEESON DIRECTOR 2.00 X 0 0 0 SARA KOZEL DIRECTOR 2.00 X 0 0 0 SHARI DEMARIS DIRECTOR 2.00 X 0 0 0 SHARON BECKMAN DIRECTOR 2.00 X 0 0 0 SUSAN ADAMS - START 125 DIRECTOR 2.00 X 0 0 0 SUSAN DZIEZA DIRECTOR 2.00 X 0 0 0 SUSAN JETTE ORCHESTRA REPRESENTATIVE 2.00 X 0 0 0 SUZANNE CHASALOW - START 125 ORCHESTRA REPRESENTATIVE 2.00 X 0 0 0 VALERIE MARSHALL DIRECTOR 2.00 X 0 0 0 ANDREW BRADFORD PRESIDENT & CEO 40.00 X 183276 0 16417 ANGELA PHAN MANAGER OF FINANCE & ADMIN 40.00 X 62680 0 6062 TIMOTHY BESWICK DIRECTOR OF ARTISTIC OPERA 40.00 X 108598 0 26961 354554 0 49440 2 0 1 0 SONOMA STATE UNIVERSITY 1801 EAST COTATI AVE ROHNERT PARK CA 94928 CONCERT PARKING / EVENT CATERING / FACIL 184291 FRANCESCO LECCE-CHONG 1088 BADGER COURT SANTA ROSA CA 95409 SRS MUSIC DIRECTOR / CONDUCTOR 134250 50SRA PARTNERS LP 39510 PASEO PADRE PARKWAY 200 FREMONT CA 94538 ADMINISTRATIVE OFFICE RENT 113461 3 327850 11500 2184982 36910 2524332 TICKET SALES 711190 1710236 1710236 EDUCATION REVENUE 711190 196983 196983 PROGRAM ADVERTISING 541800 49687 49687 TICKET HANDLING FEES 711190 31858 31858 EVENT PROMOTIONALS (CD SALES) 711190 3563 3563 4051 4051 1996378 994668 994668 5975971 5515129 460842 460842 460842 40600 327850 39896 704 704 5976924 1946691 49687 1456214 318368 318368 2719637 2476058 22745 220834 153433 147357 6076 286009 242939 25541 17529 78783 78783 152218 21617 127274 3327 226207 225418 789 34203 6301 27792 110 53041 31740 14203 7098 12769 9014 2253 1502 101683 66831 19560 15292 217341 155092 21982 40267 PRODUCTION COSTS 691346 670287 17245 3814 BUSINESS/DONOR CULTIVAT 85862 15336 13579 56947 BANK CHARGES AND TAXES 69106 60556 1476 7074 OTHER 52532 18934 26681 6917 5252538 4147480 717482 387576 521333 587843 4183669 1942042 794485 749307 44425 27899 111045 76333 401446 330332 54776 71114 9882840 10158331 9280616 12855476 835568 1196277 25708757 27664622 236529 426929 1025604 1135382 28639 443857 1290772 2006168 X 14582393 15509752 9835592 10148702 24417985 25658454 25708757 27664622 X 724386 658061 -48000 -93978 X 0 1 X 1 0 X 2041511 3528399 2467869 1823088 2196482 12057349 894217 1855532 1722599 1831255 1946691 8250294 378265 523990 384693 440850 368450 2096248 3313993 5907921 4575161 4095193 4511623 22403891 388000 345500 404975 429390 330150 1898015 0 388000 345500 404975 429390 330150 1898015 20505876 255377 330368 506398 729513 994668 2816324 255377 330368 506398 729513 994668 2816324 3569370 6238289 5081559 4824706 5506291 25220215 0.81310 0.82440 0.11170 0.08930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18734569 232003 1808035 822752 11258 19940597 17508475 141346 1908411 813075 10588 18734569 16446671 176982 1465536 575629 5085 17508475 17600056 766154 -1679112 236050 4377 16446671 13883989 146069 3791123 216998 4217 17600056 0.59210 0.33280 0.07510 0 0 2318 2318 0 399128 328014 71114 71114 THOMAS WEISEL MUTUAL FUND ACCOUNTS 4802833 F TWP NETWORKED ALTERNATIVE INVESTMENTS 4946084 F CERTIFICATE OF DEPOSITS 3106559 F 12855476 OPERATING LEASE LIABILITY 443857 443857 X 6561202 658061 5000 663061 5898141 78783 78783 5976924 5320733 53000 93978 146978 5173755 78783 78783 5252538 PART X, LINE 2: THE ASSOCIATION DETERMINES WHETHER ITS TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY BASED ON THE TECHNICAL MERITS OF THE POSITIONS. AS OF JUNE 30, 2025, THE ASSOCIATION HAS REVIEWED ITS TAX POSITIONS AND HAS CONCLUDED NO RESERVE FOR UNCERTAIN TAX POSITIONS IS REQUIRED. THE ASSOCIATION'S EXEMPT ORGANIZATION INFORMATION RETURNS ARE SUBJECT TO REVIEW THROUGH THREE YEARS AFTER THE DATE OF FILING FOR FEDERAL AND FOUR YEARS AFTER THE DATE OF FILING FOR CALIFORNIA. PART XII, LINE 2D - OTHER ADJUSTMENTS: ALLOCATION OF 990-T EXPENSES PART V, LINE 4: ENDOWMENT FUNDS WERE ESTABLISHED TO IMPROVE THE FINANCIAL STABILITY OF THE ASSOCIATION. THE ENDOWMENT FUNDS HELD BY THE ASSOCIATION INCLUDE BOTH DONOR-RESTRICTED ENDOWMENT FUNDS, AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. X 1 RSC ASSOCIATES INC 2422 EPWORTH ROAD CHANDLER IN 47610 FUNDRAISING COACH 0 0 25750 -25750 25750 -25750 CELEBRATION 2024! 368450 327850 40600 21679 4225 13992 368450 327850 40600 21679 4225 13992 39896 704 X X X 0 0 0 0 0 0 0 1 0 ANDREW BRADFORD PRESIDENT & CEO 183276 0 0 0 0 0 3800 0 12617 0 199693 0 0 0 PART I, LINE 7 BONUS FOR OFFICERS IS DETERMINED BY EMPLOYEE PERFORMANCE AND THE FINANCIAL HEALTH OF THE SYMPHONY. X 9 16910 FMV X INSTRUMENT 1 20000 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CEO, THE DIRECTOR OF FINANCE AND THE CHAIR OF THE AUDIT COMMITTEE, AND IS AVAILABLE TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED BY THE GOVERNANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE SANTA ROSA SYMPHONY ASSOCIATION (SRSA) UTLILIZES A PERSONNEL COMMITTEE AND COMPENSATION SURVEYS AND STUDIES IN DETERMINING THE REASONABLENESS OF COMPENSATION OF THE PRESIDENT AND CEO. THE PRESIDENT AND CEO'S COMPENSATION MUST BE APPROVED BY THE BOARD OF DIRECTORS. IN ADDITION, THE SRSA HAS A WAGE ADMINISTRATION PLAN WHICH PROVIDES THAT ALL EMPLOYEES ARE PAID ACCORDING TO THE CONTRIBUTION THEY MAKE TO THE SRSA'S SUCCESS. WITHIN THE CAPABILITY TO DO SO, THEY ARE PAID AT A LEVEL THAT COMPARES FAVORABLY WITH SALARIES PAID FOR COMPARABLE SERVICES IN OTHER NON-PROFIT ORGANIZATIONS. MANAGEMENT REVIEWS SALARIES ANNUALLY AND MAKES ADJUSTMENTS BASED ON MERIT. ADJUSTMENTS GO INTO EFFECT ON JULY 1, THE FIRST DAY OF EACH NEW FISCAL YEAR OR ON THE INITIAL ONE YEAR ANNIVERSARY FOR NEW EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 18 THE SANTA ROSA SYMPHONY MAKES AVAILABLE TO THE PUBLIC ITS FORM 990 UPON REQUEST, WITH 48 HOURS NOTICE PREFERRED. FORM 990, PART VI, SECTION C, LINE 19 THE SANTA ROSA SYMPHONY MAKES AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS UPON REQUEST, WITH 48 HOURS NOTICE PREFERRED. FORM 990, PART XI, LINE 9: ALLOCATION OF EXPENSES TO 990-T -93,978. SANTA ROSA SYMPHONY LEAGUE 50 SANTA ROSA AVENUE STE 410 SANTA ROSA CA 95404 237064153 TO RAISE FUNDS FOR THE SANTA ROSA SYMPHONY CA 501(C)(3) LINE 10 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SANTA ROSA SYMPHONY LEAGUE C 20400 CASH