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Stockton Symphony Association Inc

EIN 94-1462758 · Stockton, CA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthWeak32 out of 100GovernanceStrong94 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

THE MISSION OF THE STOCKON SYMPHONY IS TO INSPIRE JOY AND TO BUILD COMMUNITY THROUGH THE MAGIC OF MUSIC.

Income
$1.4 million
Spending
$1.7 million
Spent on programs
64%
Reserves
0.5 months of spending
Largest source of income
donations and private grants, 69%
Employees
224
Volunteers
0
Highest pay
$128,101, ceo

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Weak: 32 out of 100. Higher than 5% of charities in its peer group (arts and culture, $1m to $10m).

  • Reserves

    4 of 35

    Spendable reserves would cover 0.5 months of spending.

  • Debt

    10 of 20

    It owes 47% of what it owns.

  • Living within its means

    0 of 15

    Spending exceeded income by 18% of income.

  • Income trend

    10 of 15

    Income fell 2% on the year before.

  • Spending floor

    8 of 15

    64% of spending went to programs and raising each dollar of donations cost 12 cents.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Strong: 94 out of 100. Higher than 59% of charities in its peer group (arts and culture, $1m to $10m).

  • Independent board

    25 of 25

    19 of 19 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    9 of 15

    Its accounts were reviewed or compiled by an independent accountant, but not audited.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)
  1. $1.1 million spent. SINCE 1926, THE STOCKTON SYMPHONY HAS INSPIRED JOY AND BUILT COMMUNITY THROUGH THE MAGIC OF MUSIC. IN 2024-25, THE SYMPHONY CONTINUED THAT LEGACY WITH A SEASON FOCUSED ON ARTISTIC EXCELLENCE, AUDIENCE DEVELOPMENT, EDUCATION, AND PREPARATION FOR ITS 2026-27 CENTENNIAL. TARGETED MARKETING AND PATRON ENGAGEMENT INCREASED SUBSCRIPTION SALES BY 230 TICKETS, REFLECTING STRONGER AUDIENCE LOYALTY, WHILE PROGRAM SERVICE REVENUE REMAINED STABLE AT $296,808 COMPARED WITH $296,244 IN THE PRIOR YEAR. MOST IMPORTANTLY, COMMUNITY SUPPORT GREW SUBSTANTIALLY, WITH CONTRIBUTIONS AND GRANTS INCREASING FROM $570,955 TO $983,385. WHILE THE PRIOR YEAR BENEFITED FROM SIGNIFICANT INVESTMENT-RELATED REVENUE FROM THE SYMPHONY'S STOCK PORTFOLIO, THE CURRENT YEAR DEMONSTRATED MEANINGFUL STRENGTHENING IN CORE OPERATIONS THROUGH INCREASED PHILANTHROPY, STEADY EARNED REVENUE, AND CAREFUL EXPENSE MANAGEMENT. THIS PROGRESS REFLECTS GROWING COMMUNITY CONFIDENCE IN THE SYMPHONY'S MISSION, STEWARDSHIP, AND LONG-TERM FUTURE.ON STAGE, MAIN-SERIES CONCERTS AT ATHERTON AUDITORIUM FEATURED CELEBRATED GUEST ARTISTS AND THE ARTISTRY OF OUR PROFESSIONAL UNION ORCHESTRA OF MORE THAN SEVENTY MUSICIANS. BELOVED MASTERWORKS WERE BALANCED WITH ACCESSIBLE, HIGH-APPEAL PROGRAMS, INCLUDING TWO HIGH-ENERGY SPRING FINALES (MAHLER'S SYMPHONY NO. 2 AND STAR WARS: GALAXY BLOWOUT). THREE SELLOUTS WERE ACHIEVED (HOLIDAY POPS, STAR WARS, AND TUNES & FABLES) AND TWO FULL-HOUSE PERFORMANCES (QUEENS OF SOUL AND MAHLER'S SYMPHONY NO. 2).EDUCATION REMAINED A CENTRAL PRIORITY IN OUR MISSION TO IMPACT OUR COMMUNITIES AND NEIGHBORHOODS. OUR STEPPIN' OUT WITH THE STOCKTON SYMPHONY CONCERTS SERVED THOUSANDS OF ELEMENTARY STUDENTS FROM STOCKTON, LODI, LINCOLN, MANTECA, LINDEN, AND ELK GROVE. TEACHERS RECEIVED READY-TO-USE CLASSROOM MATERIALS, SELECT SCHOOLS HOSTED GUEST-ARTIST VISITS, AND FAMILIES EXPLORED INSTRUMENTS UP CLOSE AT COMMUNITY EVENTS-EXPERIENCES THAT SPARK CURIOSITY AND PLANT THE SEEDS OF LIFELONG ARTS ENGAGEMENT. THROUGH OUR MAGIC OF MUSIC PROGRAM, SMALL ENSEMBLES VISITED SCHOOLS TO ENGAGE STUDENTS IN MORE INTIMATE SETTINGS.COMMUNITY AND CAPACITY BUILDING ADVANCED AS WELL. FOLLOWING THE 2023 LEADERSHIP TRANSITION, CEO SCOTT WATKINS CONTINUED A MULTI-YEAR PLAN FOCUSED ON AUDIENCE GROWTH, DONOR DEVELOPMENT, AND BRAND CLARITY. THE ORGANIZATION REFINED PRICING, STREAMLINED PROGRAM COSTS, AND INVESTED IN PERSONA-BASED MARKETING FOR CULTURED RETIREES, ENTHUSIASTIC FAMILIES, AND YOUNG PROFESSIONALS. PARTNERSHIPS WITH EDUCATION, CIVIC, AND MEDIA ORGANIZATIONS AMPLIFIED OUR MESSAGE AND EXPANDED OUR REACH ACROSS THE COUNTY.FINANCIALLY, EARNED REVENUE CONTINUED TO RECOVER, SUPPORTED BY TARGETED CAMPAIGNS, COMPELLING REPERTOIRE, AND STRATEGIC COLLABORATIONS. UNRESTRICTED CONTRIBUTIONS NORMALIZED AS PANDEMIC-ERA RELIEF ENDED, WHILE SPONSORSHIPS AND MAJOR GIFTS STRENGTHENED IN ALIGNMENT WITH OUR CENTENNIAL VISION. WHERE PRUDENT, THE ORGANIZATION USED MEASURED DRAWS ON A LINE OF CREDIT AND MAINTAINED COST DISCIPLINE TO BRIDGE CASH-FLOW TIMING GAPS WHILE PROTECTING ARTISTIC QUALITY AND EDUCATION OUTCOMES. TRENDS MOVED IN A POSITIVE DIRECTION, AND EXPENSE REDUCTIONS LOWERED COSTS; HOWEVER, THE ORGANIZATION CONTINUED ADJUSTING FOR A PRIOR-YEAR STRUCTURAL DEFICIT AND A SMALLER DEFICIT IN 2024-25.LOOKING AHEAD, WE ENTER THE PRE-CENTENNIAL YEAR WITH STRONG MOMENTUM. LEGACY-GIVING EFFORTS, MULTI-YEAR SPONSORSHIP DISCUSSIONS, AND COLLABORATIVE PROJECTS WITH REGIONAL PARTNERS ARE UNDERWAY. WITH SUPPORT FROM OUR BOARD, MUSICIANS, STAFF, AND COMMUNITY, THE STOCKTON SYMPHONY IS POISED TO HONOR A CENTURY OF MUSIC AND WELCOME A NEW GENERATION TO THE JOY OF LIVE ORCHESTRAL SOUND.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending June 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since July 1960.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.