Charity profile · Historical source record

Monterey Symphony

EIN 94-1584123Arts, Culture, Humanities California Small

Historical collection: May 2019 · Rating details mostly from 2017. Source & context

The mission

What this organization describes

engaging, educating, and exciting our community through symphonic music.

Monterey Symphony aims to engage, educate, and excite our community through the performance and continual discovery of symphonic music. The Monterey Symphony produces and presents the best musical programs, educational activities and community events possible to engage people of the Central Coast and the Salinas Valley in the continual discovery of symphonic music. We perform major works by great composers, lesser-known works by them and their contemporaries, works by living composers and popular music that uses symphonic instrumentation. We invest in deepening the musical experience for our current patrons, identifying and recruiting more individuals who share their characteristics, and diversifying the ethnic and socioeconomic composition of our audience.

Mission and tagline reproduced from the source record.

Historical scorecard

Three perspectives. One record.

79.99Overall score
out of 100

76.01Financial score
out of 100

85.00Accountability & transparency
out of 100

These are the dataset’s historical numeric fields, not a current rating or a new DonorAPI.com assessment. Read the score context ↗

Financial context

Revenue, expenses, and composition

Total revenue · USD$1,573,453

Total expenses · USD$1,891,052

Program expenses

$1,371,012.70 recorded amount

72.5%

Fundraising expenses

$92,661.55 recorded amount

4.9%

Administrative expenses

$425,486.70 recorded amount

22.5%

Fundraising efficiency: $0.07 spent per $1 raised in donations, as defined in the source.

Expense shares are displayed as percentages. Component amounts in this collection match total expenses multiplied by the source ratios; rounding can leave a small difference from the total. The source does not supply a row-specific fiscal year. Field definitions ↗

Historical leadership record

The leadership information supplied

Recorded leader: Lee E. Rosen
Recorded compensation: Not reported in source
Recorded compensation percentage: Not reported in source

These fields do not establish the current officeholder or current compensation. The metadata does not specify the denominator of the leader compensation percentage. Read with context ↗

Inspect all 23 original source fields

Exact source strings are retained below, including numeric precision. A blank value is marked as not reported; zero remains zero.

All 23 original fields for Monterey Symphony
Source field	Original source value
`ascore` Accountability & transparency score	85.0
`category` Category	Arts, Culture, Humanities
`description` Mission & description	Monterey Symphony aims to engage, educate, and excite our community through the performance and continual discovery of symphonic music. The Monterey Symphony produces and presents the best musical programs, educational activities and community events possible to engage people of the Central Coast and the Salinas Valley in the continual discovery of symphonic music. We perform major works by great composers, lesser-known works by them and their contemporaries, works by living composers and popular music that uses symphonic instrumentation. We invest in deepening the musical experience for our current patrons, identifying and recruiting more individuals who share their characteristics, and diversifying the ethnic and socioeconomic composition of our audience.
`ein` EIN	94-1584123
`tot_exp` Total expenses	1891052.0
`admin_exp_p` Administrative expense fraction	0.225
`fund_eff` Fundraising efficiency ($ per $1 raised)	0.07
`fund_exp_p` Fundraising expense fraction	0.049
`program_exp_p` Program expense fraction	0.725
`fscore` Financial score	76.01
`leader` Recorded leader	Lee E. Rosen
`leader_comp` Recorded leader compensation	Not reported (blank source field)
`leader_comp_p` Recorded leader compensation fraction	Not reported (blank source field)
`motto` Tagline	engaging, educating, and exciting our community through symphonic music.
`name` Charity name	Monterey Symphony
`tot_rev` Total revenue	1573453.0
`score` Overall score	79.99
`state` State code	CA
`subcategory` Subcategory	Performing Arts
`size` Source size label	small
`program_exp` Program expenses	1371012.7
`fund_exp` Fundraising expenses	92661.54800000001
`admin_exp` Administrative expenses	425486.7

Identity & classification

At a glance

EIN: 94-1584123
Source category: Arts, Culture, Humanities
Source subcategory: Performing Arts
Recorded location: California (CA)
Expense-based size: Small
Under $3.5M in total expenses · source label: small

Explore alongside

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Linked by source subcategory, prioritizing the same recorded state. Not a recommendation or ranking.

A useful next step

Keep the context.

Check current organizational information separately before making a giving decision. This record does not include an official website, donation URL, or current eligibility field.

Giving research guide ↗

Source: Charity Navigator Scores Expenses Dataset, version 1, attributed to katyjqian on Kaggle. Collection: May 2019; rating details mostly from 2017. Read attribution, scope, and reuse notes.