Civic Intelligence

Symphony San Jose

990 • Fiscal year 2013 • EIN 32-0083030

Jul 01, 2012 to Jun 30, 2013 • Filed on May 14, 2014

Organization ProfileWWW. SYMPHONYSANJOSE.ORG
325 South First Street No 16095113
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.31x

Higher debt load relative to assets than 67% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets67th percentile

Assets

$1,736,685

No earlier filing loaded for comparison.

Net Assets

$1,201,383

No earlier filing loaded for comparison.

Liabilities

$535,302

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$2,925,014

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2013: $1,736,685Liabilities 2013: $535,302Net Assets 2013: $1,201,3832013Assets 2014: $1,799,741Liabilities 2014: $548,160Net Assets 2014: $1,251,5812014Assets 2015: $1,756,584Liabilities 2015: $636,561Net Assets 2015: $1,120,0232015Assets 2016: $2,069,936Liabilities 2016: $859,859Net Assets 2016: $1,210,0772016Assets 2017: $1,956,143Liabilities 2017: $782,410Net Assets 2017: $1,173,7332017Assets 2018: $2,971,695Liabilities 2018: $637,083Net Assets 2018: $2,334,6122018Assets 2019: $2,759,996Liabilities 2019: $610,168Net Assets 2019: $2,149,8282019Assets 2020: $2,671,011Liabilities 2020: $415,530Net Assets 2020: $2,255,4812020Assets 2021: $3,974,780Liabilities 2021: $402,114Net Assets 2021: $3,572,6662021Assets 2022: $4,127,797Liabilities 2022: $418,923Net Assets 2022: $3,708,8742022Assets 2023: $3,507,469Liabilities 2023: $683,837Net Assets 2023: $2,823,6322023Assets 2024: $3,304,964Liabilities 2024: $766,886Net Assets 2024: $2,538,0782024

Highlighted filing

2013

Assets$1,736,685
Liabilities$535,302
Net Assets$1,201,383
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2013: $2,925,0142013Revenue 2014: $3,102,204Expenses 2014: $3,160,084Net Income 2014: -$57,8802014Revenue 2015: $4,018,935Expenses 2015: $4,108,118Net Income 2015: -$89,1832015Revenue 2016: $3,360,601Expenses 2016: $3,290,394Net Income 2016: $70,2072016Revenue 2017: $3,675,772Expenses 2017: $3,744,844Net Income 2017: -$69,0722017Revenue 2018: $5,402,103Expenses 2018: $4,251,893Net Income 2018: $1,150,2102018Revenue 2019: $3,009,098Expenses 2019: $3,243,348Net Income 2019: -$234,2502019Revenue 2020: $2,939,207Expenses 2020: $2,859,639Net Income 2020: $79,5682020Revenue 2021: $1,915,386Expenses 2021: $1,021,337Net Income 2021: $894,0492021Revenue 2022: $3,890,748Expenses 2022: $3,361,337Net Income 2022: $529,4112022Revenue 2023: $2,442,911Expenses 2023: $3,561,233Net Income 2023: -$1,118,3222023Revenue 2024: $2,172,370Expenses 2024: $2,874,640Net Income 2024: -$702,2702024

Highlighted filing

2013

Revenue-
Expenses$2,925,014
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 14, 2014
Return Version
2012v2.1
Gross Receipts
$3,393,890
Mission and Program Overview

Mission

To provide orchestral music performances, educational services, and arts advocacy programs to the greater silicon valley region.

Filing and Contact Details

Filer

EIN
32-0083030
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IRS990/Description0IN 2012-2013, THE SYMPHONY SILICON VALLEY ORCHESTRA PERFORMED FOR 70,300 LISTENERS, WHO ATTENDED THE SYMPHONY'S ANNUAL FREE FIVE-CONCERT TARGET SUMMER POPS FESTIVAL (15,800), ITS CLASSICS CONCERT SERIES (13,600), ORCHESTRA PERFORMANCES WITH FIVE OTHER PRODUCERS INCLUDING BALLET SAN JOSE (27,500), SYMPHONY SILICON VALLEY CHORALE CONCERTS (1,300), AND TWELVE FREE STUDENT CONCERTS (12,100).SEE SCHEDULE O FOR MORE DETAIL ON PROGRAM SERVICE ACCOMPLISHMENTSTHE SYMPHONY'S 100 SERVICES WERE AMONG THE MOST OFFERED TO PLAYERS BY ANY ORCHESTRA IN THE GREATER BAY AREA, OUTSIDE OF THE THREE SAN FRANCISCO GIANTS. ITS PAY RATE FOR ITS MUSICIANS IS HIGHLY COMPETITIVE; AND THEY ARE REGULARLY FEATURED WITH THE ORCHESTRA AS CONCERT SOLOISTS, TOGETHER WITH OUTSTANDING GUEST ARTISTS.RATHER THAN CHOOSING A RESIDENT MUSIC DIRECTOR TO SET A UNIQUE MUSICAL PROFILE, THE SYMPHONY ENGAGES GUEST CONDUCTORS FROM AROUND THE COUNTRY AND THE WORLD. IT HAS BUILT UP A SELECT ROSTER OF CONDUCTORS WHO RETURN REGULARLY, PROVIDING ARTISTIC CONTINUITY; WHILE EACH SEASON INCLUDES TWO CONDUCTORS NEW TO THE SYMPHONY - OFTEN EMERGING TALENTS IN THE FIELD. THIS POLICY ALLOWS THE SYMPHONY: A) TO ATTRACT A RANGE OF SUPERIOR ARTISTS AND TO PROGRAM TO THEIR SPECIFIC STRENGTHS, AND B) TO BE RESPONSIVE TO ITS LOCAL AUDIENCE PROFILE AND PREFERENCES. MUSICIANS AND AUDIENCES HAVE RESPONDED ENTHUSIASTICALLY TO THE VARIETY OF MUSICAL LEADERSHIP.PARTNERING WITH THE COUNTY OFFICE OF EDUCATION AND 1STACT SAN JOSE, THE SYMPHONY DESIGNED AND MANAGES ARTSPARK, A FREE ARTS EXPOSURE PROGRAM FOR 3RD THROUGH 6TH GRADERS THAT ORGANIZES THE RESOURCES OF MULTIPLE ARTS GROUPS WITH THE LONG TERM GOAL OF REACHING EVERY CHILD IN THE COUNTY. IN ITS FIRST TWO YEARS, ARTSPARK HAS BROUGHT 50,000 CHILDREN TO PROFESSIONAL PLAYS, ORCHESTRA CONCERTS, AND PERFORMANCES THAT DRAW ON OUR COMMUNITY'S DIVERSE CULTURAL TRADITIONS, ALL IN THEIR HOME VENUES. THE SYMPHONY ALSO PROVIDES MUSICAL AND PRODUCTION SUPPORT FOR MANY OTHER COMMUNITY ORGANIZATIONS, FROM FIVE YOUTH ORCHESTRAS TO SAN JOSE STATE UNIVERSITY. SAN FRANCISCO CLASSICAL VOICE PRAISES SYMPHONY SILICON VALLEY AS: "WHAT PERHAPS ONLY THE MOST FORTUNATE METROPOLISES HAVE: AN ORCHESTRA THAT SERVES ITS PUBLIC BRILLIANTLY, BY PRESENTING IT WITH ENGAGING, MEMORABLE MUSICAL EXPERIENCES," WHILE THE MERCURY NEWS CALLS IT "A SURPRISING ORGANIZATION WITH ITS ENTERPRISING AND EVEN INNOVATIVE PROGRAMS... ITS UNUSUAL BUSINESS MODEL... AND ITS OVERALL TENACITY AND LOYAL AUDIENCES."DURING 2012-13, ITS ELEVENTH YEAR OF PERFORMANCES, THE SYMPHONY:- SERVED 70,300 AUDIENCE MEMBERS, INCLUDING 27,500 WHO ATTENDED BALLET PERFORMANCES ACCOMPANIED BY SYMPHONY SILICON VALLEY. - MOUNTED A SUBSCRIPTION SERIES OF 14 CLASSICAL CONCERTS LED BY THREE FREQUENT GUESTS ON THE SYMPHONY'S PODIUM, A BRILLIANT YOUNG ITALIAN CONDUCTOR RETURNING FOR HIS SECOND VISIT, AND THREE EXCITING NEWCOMERS TO THE ORCHESTRA FROM SWITZERLAND, JAPAN AND GREAT BRITAIN. REVIEWS PRAISED THE CONCERTS AS 'SPIRITED AND CONFIDENT,' 'DEEPLY FELT AND TECHNICALLY FEARLESS,' A 'A CHARMED PERFORMANCE,' 'BIG, ENVELOPING AND WONDERFULLY LUXURIANT,' 'VITAL AND DRAMATIC, SWEEPING THROUGH THE HALL WITH JUICY MELODIES AND STORMY INTERLUDES,' 'PERFECTLY MARVELOUS -- A SOULFUL EVENT.' SUMMING UP THE ENTIRE SEASON, ONE CRITIC ASSERTED SIMPLY: 'THIS WAS EXCITING MUSIC-MAKING.' (ALL QUOTES FROM SAN JOSE MERCURY NEWS.)- FEATURED A STELLAR LIST OF SOLOISTS PERFORMING WITH THE ORCHESTRA, HEADED BY PIANO GREAT PETER SERKIN, JOINED BY CLASSICAL GUITARIST JASON VIEAUX, SOPRANO LISA VROMAN IN AN ADVENTUROUS ALL-KURT WEILL PROGRAM, AND TWO VIOLINISTS, LONG-ESTABLISHED ANDREAS CARDENAS, AND MAYUKO KAMIO, THE YOUNG TCHAIKOVSKY COMPETITION GOLD MEDALIST WHO IS SKYROCKETING TO EARLY FAME.- PRODUCED AND MANAGED THE SECOND YEAR OF ARTSPARK, A MULTI-DISCIPLINARY ARTS EXPOSURE PROGRAM FOR THE CHILDREN OF SANTA CLARA COUNTY. 24,000 3RD / 4TH GRADERS AND 9,300 5TH GRADERS (60% / 40% OF THE COUNTY TOTALS RESPECTIVELY) FROM 23 SCHOOL DISTRICTS ATTEND
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IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years08367
IRS990ScheduleA/GrossInvestmentIncome170/Total0169925
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc07721952
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.82090
IRS990ScheduleA/PublicSupportPertcentPriorYear00.81730
IRS990ScheduleA/PublicSupportTotal17005141243
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear01324572
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year01293923
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years01014638
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years01285382
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years01174596
IRS990ScheduleA/Total170/Total06093111
IRS990ScheduleA/TotalSupport06263036
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance01253864
IRS990ScheduleD/CurrentYear/EndOfYearBalance01285107
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses096243
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance01311827
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance01253864
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0-1048
IRS990ScheduleD/CurrentYearMinus1Year/OtherExpenditures056915
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance01239538
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance01311827
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses0162289
IRS990ScheduleD/CurrentYearMinus2Years/OtherExpenditures090000
IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance01250989
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance01239538
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses048549
IRS990ScheduleD/CurrentYearMinus3Years/OtherExpenditures060000
IRS990ScheduleD/CurrentYearMinus4Years/BeginningOfYearBalance01605704
IRS990ScheduleD/CurrentYearMinus4Years/Contributions0500
IRS990ScheduleD/CurrentYearMinus4Years/EndOfYearBalance01000989
IRS990ScheduleD/CurrentYearMinus4Years/InvestmentEarningsOrLosses0-355215
IRS990ScheduleD/CurrentYearMinus4Years/OtherExpenditures0250000
IRS990ScheduleD/CurrentYear/OtherExpenditures065000
IRS990ScheduleD/DonatedServicesUseOfFacilities039515
IRS990ScheduleD/DonatedSrvcAndUseOfFacilities039515
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/Equipment/BookValue0106728
IRS990ScheduleD/Equipment/Depreciation049644
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis0156372
IRS990ScheduleD/ExpensesNotRptdF990039515
IRS990ScheduleD/ExpensesNotRptdOnFinStmt012760
IRS990ScheduleD/ExpensesSubtotal02912254
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0SYMPHONY SILICON VALLEY NEEDS THE LIQUIDITY TO BE ABLE TO DRAW APPROXIMATELY 5% OF THE PRINCIPAL ANNUALLY TO SUPPLEMENT THE OPERATING BUDGET. THE GOAL OF THE SPENDING POLICY IS TO APPLY A DISCIPLINED AND REASONED APPROACH TO MOVING MONEY FROM THE ENDOWMENT FUND TO ITS BENEFICIARY IN A PREDICTABLE, CONSISTENT BASIS. THE CURRENT SPENDING POLICY IS BASED ON THE PAYOUT RATE MULTIPLIED BY THE AVERAGE MARKET VALUE OF THE FUND OVER THE PREVIOUS 12 QUARTERS. A 2-7% RANGE WILL BE IN PLACE TO ALLOW FOR BOARD DISCRETION DURING PARTICULARLY VOLATILE PERIODS. NOTWITHSTANDING THESE SPENDING PARAMETERS, THE ORIGINAL CORPUS SHALL NOT BE INVADED. ANY CHANGES TO THE ENDOWMENT'S SPENDING POLICY SHALL BE RECOMMENDED BY THE INVESTMENT COMMITTEE AND/OR INVESTMENT ADVISORS, WITH ULTIMATE APPROVAL BY THE BOARD OF TRUSTEES.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE SYMPHONY IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION. THE SYMPHONY FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. THE SYMPHONY'S FEDERAL RETURNS FOR THE TAX YEARS ENDED JUNE 30, 2010 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE SYMPHONY'S CALIFORNIA RETURNS OF THE TAX YEARS ENDED JUNE 30, 2009 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1PART X, LINE 2:
IRS990ScheduleD/InvestmentExpensesNotIncluded012760
IRS990ScheduleD/InvestmentExpensesNotIncluded2012760
IRS990ScheduleD/NetUnrealizedGainsInvestments045388
IRS990ScheduleD/OtherLandBuildings/BookValue00
IRS990ScheduleD/OtherLandBuildings/Depreciation010537
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis010537
IRS990ScheduleD/PermanentEndowmentEOYBalance00.95800
IRS990ScheduleD/RevenueNotRptdF990084903
IRS990ScheduleD/RevenueNotRptdOnFinStmt012760
IRS990ScheduleD/RevenueSubtotal03010759
IRS990ScheduleD/TermEndowmentEOYBalance00.04200
IRS990ScheduleD/TotalExpensesPerForm99002925014
IRS990ScheduleD/TotalOfBookValueLandBuildings0106728
IRS990ScheduleD/TotalRevenuePerForm99003023519
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt02951769

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,736,685
Liabilities
$535,302
Net assets
$1,201,383
Revenue
-
Expenses
$2,925,014
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.77$2.54$2.17$2.87$0.70
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.68$2.82$2.44$3.56$1.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$0.42$3.71$3.89$3.36$0.53
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.40$3.57$1.92$1.02$0.89
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.42$2.26$2.94$2.86$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.61$2.15$3.01$3.24$0.23
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.64$2.33$5.40$4.25$1.15
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.78$1.17$3.68$3.74$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.86$1.21$3.36$3.29$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.76$0.64$1.12$4.02$4.11$0.09
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.55$1.25$3.10$3.16$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.54$1.20$2.93
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits