Orchestra Santa Monica EIN 46-0914435

Orchestra Santa Monica

EIN  46-0914435 Public charity (501(c)(3)) Santa Monica, CA
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Size
$100K–1M
What they do
Presents and produces live concert performances for the public.
Leadership
Roger Kalia · Music Director · $22K
Money in and out
$329K revenue, $317K expenses
Bottom line
84% program efficiency

Presents and produces live concert performances for the public. For fiscal year 2025 it reported $329K in revenue, $317K in expenses, and $87K in net assets.Pt I

Where the money goes · FY2025
Total revenue
$329K
Pt VIII · Ln 12
Total expenses
$317K
Pt IX · Ln 25
Net assets
$87K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $12K
Where spending went · Part IX cols B–D
Program services $0.84 Management & general $0.16 Fundraising $0.00
Program efficiency
84%
of spending reaches programs▼ -9% vs prior filing year
Operating runway
3.3mo
months of highly liquid reserves at operating expense rate▲ +6% vs prior filing year
Surplus margin
+4%
revenue over expenses, this year▲ +111% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$329K
FY2025▲ +60%
Expenses
$317K
FY2025▲ +14%
Total assets
$87K
FY2025▲ +23%
Total liabilities
$0
FY2025
Total revenue
$329K
Pt VIII · Ln 12
Total expenses
$317K
Pt IX · Ln 25
Net assets
$87K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$12K
Total assetsPt X · Ln 16$87K
Program-expense ratioPt IX · col B84%
Voting members of governing bodyPt I · Ln 39
Independent voting membersPt I · Ln 49
Mission & Programs · Part III

Where the work happens

1 program service account for $265K of program spending, described in the organization's own filed words · FY2024.
01

This year osm produced and performed three free orchestra concerts at the broad stage in santa monica. Additionally, the osm woodwind quintet performed an in-school concert at thomas edison elementary school (burbank), and an after-school concert for the santa monica boys & girls club at the john adams middle school branch (santa monica).

$265Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item COrchestra Santa Monica
EINHdr · item D46-0914435
Principal addressHdr · item CSanta Monica, CA
WebsiteHdr · item Jwww.orchestrasantamonica.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFArts & Culture (A69)
Ruling yearIRS BMFNov 2012

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a9
Independent voting membersPt VI · Ln 1b9
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Music Director
$21,500Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A

Roger Kalia’s $22K as Music Director is at the 16th percentile of top reported officer pay among 2213 $100K–1M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023
Roger Kalia$21,500$20,030$19,500

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$287K · 87%
Program service revenue$41K · 13%
Contributions & grants87%$287K
Program service revenue13%$41K
Investment income$312
— government grantsLn 1e$33K
Total revenueLn 12$329K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.84 Management & general $0.16 Fundraising $0.00
Program services84%$265K
Management & general16%$51K
Fundraising$963
Total functional expensesLn 25$317K

Balance Sheet

Part X · end of year
CashLn 1$87K
Total assetsLn 16$87K
Total liabilitiesLn 26$0
Total net assetsLn 32$87K
Months of cash on handcomputed3.3

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $87K · Operating expenses/yr $317K
3.3 months
Where the money goes
Program services
Program services $265K · Total expenses $317K
84%
Management & General
Management & general $51K · Total expenses $317K
16%
Fundraising
Fundraising $963 · Total expenses $317K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $3K · Solicited contributions (3-yr avg) $201K
$0.02 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $287K · Total revenue $329K
87%
Government reliance
Government grants $33K · Total revenue $329K
10%
Earned-income share
Program service revenue $41K · Total revenue $329K
13%
Investment reliance
Investment income $312 · Total revenue $329K
0%
Program self-sufficiency
Program service revenue $41K · Total expenses $317K
13%
Growth & trend
Revenue growth (YoY)
This year $329K · Prior year $206K
+60%
Revenue CAGR
FY2020 $130K · FY2024 $329K
+26%
Net-asset trend (YoY)
End of year $87K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $329K · Expenses $317K
+4%
Liabilities-to-Assets
Total liabilities — · Total assets $87K
Net-asset ratio
Net assets $87K · Total assets $87K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $87K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Roger Kalia · Reported title MUSIC DIRECTOR · Highest reported compensation $22K · Total expenses $317K
7%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $193K · Total expenses $317K
61%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 84%
Overhead ratio 16%
Fundraising cost ratio 0%
Revenue growth 60%
Legal fee ratio 12%
Accounting fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 3 funders$1K
See all 3 funders →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$329K revenue · viewing · ⤓ 990 PDF
FY2024$206K revenue · ⤓ 990 PDF
FY2023$357K revenue · ⤓ 990 PDF
FY2022$129K revenue · ⤓ 990 PDF
FY2021$130K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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