Civic Intelligence

Symphony San Jose

990 • Fiscal year 2015 • EIN 32-0083030

Jul 01, 2014 to Jun 30, 2015 • Filed on May 12, 2016

325 S 1st Street No 160San Jose, CA 95113

(408) 286-2600

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.36x

Higher debt load relative to assets than 72% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.16x

Higher debt load relative to revenue than 57% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

33rd percentile

-2.2%

Higher net margin than 33% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$143,585

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

35th percentile

-2.4%

Faster asset growth than 35% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

82nd percentile

30%

Faster revenue growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,756,584

Down $43,157 (-2.4%) from 2014

Net Assets

Down

$1,120,023

Down $131,558 (-11%) from 2014

Liabilities

Up

$636,561

Up $88,401 (+16%) from 2014

Revenue

Up

$4,018,935

Up $916,731 (+30%) from 2014

Expenses

Up

$4,108,118

Up $948,034 (+30%) from 2014

Net Income

Down

-$89,183

Down $31,303 (-54%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$1,756,584
Liabilities$636,561
Net Assets$1,120,023

Operations Trend

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

2015

Revenue$4,018,935
Expenses$4,108,118
Net Income-$89,183
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 12, 2016
Return Version
2014v6.0
Gross Receipts
$4,107,510
Mission and Program Overview

Mission

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

To provide classical music performances, educational services, and arts advocacy programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,373,854$1,304,202▼ $69,652
Land, Buildings, and Equipment, Net$154,423$166,140▲ $11,717
Pledges and Grants Receivable$31,988$130,744▲ $98,756
Savings and Temporary Cash Investments$154,022$109,932▼ $44,090
Accounts Receivable$52,891$38,750▼ $14,141
Prepaid Expenses and Deferred Charges$32,365$6,616▼ $25,749
Cash and Non-Interest-Bearing Accounts$198$200▲ $2
Total Assets$1,799,741$1,756,584▼ $43,157
Liabilities
Deferred Revenue$497,199$470,277▼ $26,922
Unsecured Notes Loans Payable-$100,000-
Accounts Payable and Accrued Expenses$50,961$66,284▲ $15,323
Total Liabilities$548,160$636,561▲ $88,401
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,231,100$1,231,100→ $0
Temporarily Rstr Net Assets$342,754$273,102▼ $69,652
Unrestricted Net Assets$-322,273$-384,179▼ $61,906
Total Net Assets Fund Balance$1,251,581$1,120,023▼ $131,558
Total Liabilities and Net Assets / Fund Balance$1,799,741$1,756,584▼ $43,157

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$120,589$76,019$196,608
Other Land Buildings$45,551$28,051$73,602

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,373,854-▼ $4,652$65,000$1,304,202
2013$1,285,107-▲ $153,747$65,000$1,373,854
2012$1,253,864-▲ $96,243$65,000$1,285,107
2011$1,311,827-▼ $1,048$56,915$1,253,864
2010$1,239,538-▲ $162,289$90,000$1,311,827
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew BalesPresidentFT$131,000$12,585$143,585
Jennifer WatkinsGeneral ManagerFT$89,400-$89,400

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,282,440
Program Service Revenue
$2,605,788
Investment Income
$51,124
Other Revenue
$79,583
All Other Contributions
$1,123,560
Change in Net Assets
$-89,183

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,005,534
Revenue Not Reported on Financial Statements
$13,401
Revenue Not Reported on Form 990
$-13,695
Total Revenue per Audited Statements
$3,991,839
Total Revenue per Form 990
$4,018,935
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,660,361
Other Expenses$1,447,757
Total Fundraising Expense$131,041
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,912,401$31,339$4,398$1,948,138
Advertising$284,621$306$288$285,215
Payroll Taxes$239,250$6,280$5,911$251,441
Current Officers, Directors, Trustees, and Key Employees$115,442$48,684$71,034$235,160
Fees for Services Other$182,940$3,270-$186,210
Pension Plan Contributions$133,804--$133,804
Occupancy$96,213$5,443$5,123$106,779
Other Employee Benefits$86,793$2,527$2,498$91,818
Travel$67,403$843-$68,246
Office Expenses$42,819$11,208$4,022$58,049
Royalties$37,550--$37,550
Other Expenses$45,905-$31,313$31,313
Depreciation Depletion$15,713$3,987$3,752$23,452
Fees for Services Accounting$524$18,000-$18,524
Insurance$12,481$1,965$1,850$16,296
Fees for Service Investment Mgmnt Fees-$13,401-$13,401
Interest-$5,555-$5,555
Information Technology$3,570$906$852$5,328
Fees for Services Legal-$150-$150
Total Functional Expenses$3,823,213$153,864$131,041$4,108,118

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,123,397
Total Expenses per Form 990$4,108,118
Expenses per Audited Statements$4,094,717
Expenses Not Reported on Form 990$28,680
Expenses Not Reported on Financial Statements$13,401
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jennifer WatkinsWife of PresidentEmployeeNo$89,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Jennifer watkins, the general manager, is wife of the president, andrew bales.

Form 990, Part VI, Section B, Line 11

The form 990 is scanned and e-mailed to each trustee on receipt. A hard copy is also delivered to the finance committee members, by hand or federal express, to ensure receipt. A review of the return is scheduled with finance committee members and key staff (president, general manager) before the tax return is filed; the review may be conducted by conference call. All board members are encouraged to join in and raise questions. Any issues brought up at that meeting and their resolution are reported to the full board during discussion of the return.

Form 990, Part VI, Section B, Line 12C

The symphony's conflict of interest policy is distributed to the board members once each year, or when they join the board if they have missed the annual distribution, and a signed copy is collected from each member, which is kept in the general manager's board files. Board members are required to report to the general manager any activity or relationship that might constitute or give rise to a conflict as defined by the policy. Any such activity or relationship is subsequently reported to and reviewed either by the audit committee (which currently serves as our personnel committee for any unresolved grievances), or by the full board.

Form 990, Part VI, Section B, Line 15

The compensation of the president and general manager is determined by an ad hoc board committee made up of the board chair and other board members. The committee reviews executive compensation using guidestar, and 990s from comparable nonprofits, taking into account the comparable market rates in the local geographic area. The compensation for these two positions is voted on and approved at the board meeting in closed session; the process is recorded in the minutes, and a memo notating the results is included in the president's and general manager's personnel files. Most recently, the president's and general manager's compensations were reviewed in october, 2015.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Symphony Silicon Valley
EIN
32-0083030
Phone
4082862600
Address
325 S 1ST STREET NO 160, SAN JOSE, CA 95113

Signing Officer

Name
Andrew R Bales
Title
President
Phone
4082862600
Signed
2016-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew R Bales
Formed
2003
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
10
Employees
452
Volunteers
238

Preparer

Firm
Armanino Llp
Address
50 W SAN FERNANDO ST STE 500, SAN JOSE, CA 95113
Preparer
Randy G Peterson CPA
Phone
4082006400
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

After 13-14's initial foray into presenting film with live orchestra, ssv's most ambitious undertaking for 2014-15 was a double presentation of the film trilogy lord of the rings, accompanied by symphony silicon valley plus adult and boys' choirs. This was the first and so far only presentation of the full trilogy in the united states accompanied by an american orchestra. Howard shore's score required 250 musicians, who followed multiple independent rehearsals with 14 orchestra and 9 choir rehearsals led by the film conductor. After a production and marketing marathon that occupied much of the early spring,12,000 people from 20 states attended the six performances.

Financial Statement Notes

PART V, LINE 4:

Symphony 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.

PART X, LINE 2:

Generally 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, 2012 and beyond remain subject to possible examination by the internal revenue service. The symphony's california returns of the tax years ended june 30, 2011 and beyond remain subject to possible examination by the franchise tax board.

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IRS990/Desc0SINCE INCORPORATING IN JUNE 2003, SSV HAS GROWN INTO ONE OF THE ANCHOR ARTS PRODUCERS AND MAJOR CULTURAL PLACE-MAKERS IN SILICON VALLEY. IN ADDITION TO ITS CORE CLASSICAL CONCERTS, SSV RESPONDS TO COMMUNITY NEEDS WITH PROGRAMS THAT CONNECT THE ORCHESTRA WITH NEW LISTENERS INCLUDING CHILDREN, AND BY MAKING ITS SKILLS AND RESOURCES AVAILABLE TO OTHER ARTS ORGANIZATIONS. SEE SCHEDULE O FOR MORE DETAIL ON PROGRAM SERVICE ACCOMPLISHMENTSIN 2014-15, THE SYMPHONY SILICON VALLEY ORCHESTRA PERFORMED FOR 59,100 LISTENERS, WHO ATTENDED THE SYMPHONY'S ANNUAL FREE FIVE-CONCERT TARGET SUMMER POPS FESTIVAL (20,200), ITS CLASSICS CONCERT SERIES (12,720), ORCHESTRA PERFORMANCES WITH OTHER PRODUCERS (2,248), SYMPHONY SILICON VALLEY CHORALE CONCERTS (708), 8 FREE STUDENT CONCERTS (8,712), AND 8 CONCERTS-WITH-FILM (14,531).THE SYMPHONY'S 86 SERVICES WERE AMONG THE MOST OFFERED TO MUSICIANS 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 ALSO INCLUDES 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 SILICON VALLEY (NOW SILICON VALLEY CREATES), THE SYMPHONY DESIGNED AND MANAGES ARTSPARK, A FREE, SEQUENTIAL ARTS EXPOSURE PROGRAM THAT ORGANIZES MULTIPLE ARTS GROUPS TO INTRODUCE 3RD THROUGH 5TH GRADERS TO PROFESSIONAL THEATER, MUSIC AND DANCE PERFORMED AT THEIR BEST. IN ITS FIRST FOUR YEARS, ARTSPARK HAS BROUGHT 86,100 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 2014-15, ITS THIRTEENTH YEAR OF PERFORMANCES, THE SYMPHONY:- SERVED 59,100 AUDIENCE MEMBERS (NOT INCLUDING 8,881 CHILDREN WHO ATTENDED NON-ORCHESTRA ARTSPARK (EDUCATION) PERFORMANCES PRODUCES BY THE SYMPHONY, AND 70,000 HOCKEY FANS).- MOUNTED A SUBSCRIPTION SERIES OF 15 CLASSICAL CONCERTS LED BY TWO FREQUENT GUESTS ON THE SYMPHONY'S PODIUM, TWO CONDUCTORS INVITED BACK FOLLOWING EARLIER DEBUTS WITH THE SYMPHONY, AND TWO EXCITING FIRST-TIME GUEST MAESTROS. TWO OF THE RELATIVE NEWCOMERS - A PROMINENT YOUNG CONDUCTOR FROM JAPAN AND A SENIOR FIGURE ON THE ENGLISH MUSIC SCENE - HAVE NOW BEEN ADDED TO SSV'S REGULAR LEADERSHIP ROSTER.- PERFORMED PROGRAMS THAT MIXED FAMILIAR AND LESS FAMILIAR CLASSICS, PLUS SOME ADVENTURES. A CHORUS AND HUGE ORCHESTRA COMBINED FOR RACHMANINOFF'S MASSIVE AND RARELY PERFORMED RUSSIAN-LANGUAGE MASTERPIECE, THE BELLS. AN ALL-SHOSTAKOVICH EVENING MINGLING GRAND SYMPHONIC DRAMA WITH LIGHTER-HEARTED WORK WON LISTENERS' CHEERS AND THE CRITICS' PLAUDITS ("AN OUT-SIZED ELOQUENT PERFORMANCE; THE AUDIENCE STILL HADN'T HAD ENOUGH OF SHOSTAKOVICH AND BROUGHT THE ORCHESTRA BACK
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt012585
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0ANDREW BALES
IRS990/Form990PartVIISectionAGrp/PersonNm1PETER CARTWRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm2RALPH SWANSON
IRS990/Form990PartVIISectionAGrp/PersonNm3LOU TERSINI - TO 063014
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD CONNIFF
IRS990/Form990PartVIISectionAGrp/PersonNm5WILLIAM HIGHLANDER
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT KIEVE
IRS990/Form990PartVIISectionAGrp/PersonNm7LEE PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm8BUNNY LADEN
IRS990/Form990PartVIISectionAGrp/PersonNm9MARYLES CASTRO - TO 073114
IRS990/Form990PartVIISectionAGrp/PersonNm10MARTHA SANFORD - FROM 070114
IRS990/Form990PartVIISectionAGrp/PersonNm11JENNIFER WATKINS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0131000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1189400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11GENERAL MANAGER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt08759
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt0158880
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt097334
IRS990/GrossReceiptsAmt04107510
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0852
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0906
IRS990/InformationTechnologyGrp/ProgramServicesAmt03570
IRS990/InformationTechnologyGrp/TotalAmt05328
IRS990/InsuranceGrp/FundraisingAmt01850
IRS990/InsuranceGrp/ManagementAndGeneralAmt01965
IRS990/InsuranceGrp/ProgramServicesAmt012481
IRS990/InsuranceGrp/TotalAmt016296
IRS990/InterestGrp/ManagementAndGeneralAmt05555
IRS990/InterestGrp/TotalAmt05555
IRS990/InvestmentIncomeGrp/ExclusionAmt042365
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt042365
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01373854
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01304202
IRS990/IRPDocumentCnt036
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0104070
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0154423
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0166140
IRS990/LandBldgEquipCostOrOtherBssAmt0270210
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt088575
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE CLASSICAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS TO THE GREATER SILICON VALLEY REGION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01251581
IRS990/NetAssetsOrFundBalancesEOYAmt01120023
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08759
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08759
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-42375
IRS990/NoncashContributionsAmt012930
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05123
IRS990/OccupancyGrp/ManagementAndGeneralAmt05443
IRS990/OccupancyGrp/ProgramServicesAmt096213
IRS990/OccupancyGrp/TotalAmt0106779
IRS990/OfficeExpensesGrp/FundraisingAmt04022
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011208
IRS990/OfficeExpensesGrp/ProgramServicesAmt042819
IRS990/OfficeExpensesGrp/TotalAmt058049
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02498
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02527
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt086793
IRS990/OtherEmployeeBenefitsGrp/TotalAmt091818
IRS990/OtherExpensesGrp/Desc0PRODUCTION EXPENSE
IRS990/OtherExpensesGrp/Desc1BOX OFFICE - CREDIT CAR
IRS990/OtherExpensesGrp/Desc2DONOR CULTIVATION/RECOG
IRS990/OtherExpensesGrp/FundraisingAmt031313
IRS990/OtherExpensesGrp/ProgramServicesAmt0545784
IRS990/OtherExpensesGrp/ProgramServicesAmt145905
IRS990/OtherExpensesGrp/TotalAmt0545784
IRS990/OtherExpensesGrp/TotalAmt145905
IRS990/OtherExpensesGrp/TotalAmt231313
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0HANDLING & FACILITY FE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt079583
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt079583
IRS990/OtherRevenueTotalAmt079583
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04398
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt031339
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01912401
IRS990/OtherSalariesAndWagesGrp/TotalAmt01948138
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05911
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06280
IRS990/PayrollTaxesGrp/ProgramServicesAmt0239250
IRS990/PayrollTaxesGrp/TotalAmt0251441
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0133804
IRS990/PensionPlanContributionsGrp/TotalAmt0133804
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01231100
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01231100
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt031988
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0130744
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032365
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06616
IRS990/PrincipalOfficerNm0ANDREW R BALES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
IRS990/ProgramServiceRevenueGrp/BusinessCd1711130
IRS990/ProgramServiceRevenueGrp/BusinessCd2711130
IRS990/ProgramServiceRevenueGrp/BusinessCd3711300
IRS990/ProgramServiceRevenueGrp/Desc0SINGLE TICKET SALES
IRS990/ProgramServiceRevenueGrp/Desc1PERFORMANCE FEES
IRS990/ProgramServiceRevenueGrp/Desc2SUBSCRIPTION TICKET SA
IRS990/ProgramServiceRevenueGrp/Desc3ORCHESTRA PERFORMANCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01174664
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1821331
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2533521
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt376272
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01174664
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1821331
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2533521
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt376272
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01192609
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt058911
IRS990/PYOtherExpensesAmt01081600
IRS990/PYOtherRevenueAmt052013
IRS990/PYProgramServiceRevenueAmt01798671
IRS990/PYRevenuesLessExpensesAmt0-57880
IRS990/PYSalariesCompEmpBnftPaidAmt02078484
IRS990/PYTotalExpensesAmt03160084
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03102204
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-89183
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02685371
IRS990/RoyaltiesGrp/ProgramServicesAmt037550
IRS990/RoyaltiesGrp/TotalAmt037550
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0154022
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0109932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01282440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01192609
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01324572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01293923
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01014638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06108182
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt042365
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt039739
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt041549
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt037073
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt040378
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0201104
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt09211235
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84920
IRS990ScheduleA/PublicSupportPY170Pct00.81210
IRS990ScheduleA/PublicSupportTotal170Amt05357926
IRS990ScheduleA/SubstantialContributorsTotAmt0750256
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01282440
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01192609
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01324572
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01293923
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01014638
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06108182
IRS990ScheduleA/TotalSupportAmt06309286
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01373854
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01304202
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4652
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt065000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01285107
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01373854
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0153747
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt065000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01253864
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01285107
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt096243
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt065000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01311827
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01253864
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1048
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt056915
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01239538
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01311827
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0162289
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt090000
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt028680
IRS990ScheduleD/DonatedServicesUseFcltsAmt028680
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0120589

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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