Civic Intelligence

Symphony Silicon Valley

990 • Fiscal year 2017 • EIN 32-0083030

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

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

(408) 286-2600

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,956,143

Flat from 2017

Net Assets

Flat

$1,173,733

Flat from 2017

Liabilities

Flat

$782,410

Flat from 2017

Revenue And Expenses

Revenue

Flat

$3,675,772

Flat from 2017

Expenses

Flat

$3,744,844

Flat from 2017

Net Income

Flat

-$69,072

Flat from 2017

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 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

2017

Assets$1,956,143
Liabilities$782,410
Net Assets$1,173,733

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 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

2017

Revenue$3,675,772
Expenses$3,744,844
Net Income-$69,072
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.0
Gross Receipts
$3,805,141
Mission and Program Overview

Mission

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

TO PROVIDE Orchestral Music Performances, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,649,097$1,647,067▼ $2,030
Land, Buildings, and Equipment, Net$153,127$133,101▼ $20,026
Pledges and Grants Receivable$131,493$51,653▼ $79,840
Savings and Temporary Cash Investments$70,820$47,632▼ $23,188
Prepaid Expenses and Deferred Charges$44,032$38,818▼ $5,214
Accounts Receivable$21,167$37,672▲ $16,505
Cash and Non-Interest-Bearing Accounts$200$200→ $0
Total Assets$2,069,936$1,956,143▼ $113,793
Liabilities
Deferred Revenue$466,802$546,146▲ $79,344
Unsecured Notes Loans Payable$325,000$200,000▼ $125,000
Accounts Payable and Accrued Expenses$68,057$36,264▼ $31,793
Total Liabilities$859,859$782,410▼ $77,449
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,591,116$1,591,116→ $0
Temporarily Rstr Net Assets$147,981$60,889▼ $87,092
Unrestricted Net Assets$-529,020$-478,272▲ $50,748
Total Net Assets Fund Balance$1,210,077$1,173,733▼ $36,344
Total Liabilities and Net Assets / Fund Balance$2,069,936$1,956,143▼ $113,793

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$92,073$117,759$209,832
Other Land Buildings$41,028$40,733$81,761

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,649,097-▲ $62,970$65,000$1,647,067
2015$1,304,202$360,016▲ $49,879$65,000$1,649,097
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Andrew BalesPresidentFT$142,000$142,000
Jennifer WatkinsGeneral ManagerFT$89,400$89,400

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Robert Friedman PresentsFee for professional production of The N453 30th Avenue, San Francisco, CA 94121$272,500
William Morris Enterprises New YorkFees for Raiders of the Lost Ark, Harry11 Madison Avenue 18th Floor, New York, NY 10010$145,700
Team San JoseCity-owned theater rentals & in-theater408 S Almaden Blvd, San Jose, CA 95110$102,725
Revenue and Support

Revenue Composition

Contributions and Grants
$1,081,389
Program Service Revenue
$2,535,582
Investment Income
$45,326
Other Revenue
$13,475
All Other Contributions
$819,229
Change in Net Assets
$-69,072

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,660,688
Revenue Not Reported on Financial Statements
$15,084
Revenue Not Reported on Form 990
$43,728
Total Revenue per Audited Statements
$3,704,416
Total Revenue per Form 990
$3,675,772
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,069,116
Other Expenses$1,675,728
Total Fundraising Expense$98,517
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,443,468$26,720$1,932$1,472,120
Fees for Services Other$645,590$2,184$656$648,430
Advertising$328,358--$328,358
Current Officers, Directors, Trustees, and Key Employees$121,540$57,060$52,800$231,400
Payroll Taxes$181,583$6,915$4,518$193,016
Other Employee Benefits$167,949$3,892$739$172,580
Occupancy$70,209$45,725-$115,934
Travel$89,753--$89,753
Office Expenses$23,516$23,625-$47,141
Other Expenses$64,256-$37,872$37,872
Depreciation Depletion$27,862--$27,862
Royalties$24,924--$24,924
Fees for Services Accounting$2,500$21,000-$23,500
Insurance$6,065$14,977-$21,042
Fees for Service Investment Mgmnt Fees-$15,084-$15,084
Interest-$10,534-$10,534
Fees for Services Legal$2,500$7,475-$9,975
Information Technology$892$1,940-$2,832
Total Functional Expenses$3,409,196$237,131$98,517$3,744,844

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,744,844
Total Expenses per Audited Statements$3,740,760
Expenses per Audited Statements$3,729,760
Expenses Not Reported on Financial Statements$15,084
Expenses Not Reported on Form 990$11,000
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
No
Backup withholding compliance
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 11B

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
2018-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
andrew r bales
Formed
2003
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
234
Volunteers
110

Preparer

Firm
Armanino LLP
Address
50 W San Fernando St Ste 500, San Jose, CA 95113
Preparer
Lawrence S Kuechler
Phone
4082006400
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 2

In 2016-17, the symphony silicon valley (ssv) opened the season with free daylong, orchestra performances for a citywide fourth of july celbration produced in collaboration with san jose rotary. It performed on a custom open-air stage in a local park, closing the day with fireworks shot off to beethoven's 1812 overture. In addition to the oirchestra's own programs, ssv presented taiko, mariachi, and jazz ensembles to a diverse audience estimated at 30,000. Following the 2016 closure of the local ballet company, which cut both musician employment and audience services, ssv tested the appeal of a high quality imported nutcracker production. It presented a professional russian ballet production and dance troupe for ten performances, accompanied by the ssv orchestra - the only professional production in the greater south bay. The experiment will continue next season.

Form 990, Part IX, line 11G

ARTIST FEES: Program service expenses 629,700. Management and general expenses 0. Fundraising expenses 0. Total expenses 629,700. PAYROLL FEES: Program service expenses 15,890. Management and general expenses 1,003. Fundraising expenses 656. Total expenses 17,549. Website: Program service expenses 0. Management and general expenses 1,050. Fundraising expenses 0. Total expenses 1,050. Miscellaneous: Program service expenses 0. Management and general expenses 131. Fundraising expenses 0. Total expenses 131.

Financial Statement Notes

Part V, Line 4:

The Symphony 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 on 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 except as provided within the specific donor terms for the $1 million gift as described above. 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, 2014 and beyond remain subject to possible examination by the Internal Revenue Service. The Symphony's California returns for the tax years ended June 30, 2013 and beyond remain subject to possible examination by the Franchise Tax Board.

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IRS990/Desc0IN 2016-17, SYMPHONY SILICON VALLEY PERFORMED FOR 45,832 LISTENERS IN ADDITION TO THE FOURTH OF JULY CELEBRANTS. THEY ATTENDED ITS 15-CONCERT CLASSICAL SERIES, SSV CHORALE CONCERTS, TWO SERIES - 8 CONCERTS - FEATURING POPULAR HARRY POTTER FILMS WITH THEIR SCORES PERFORMED BY THE ORCHESTRA, THE NUTCRACKER, AND CONCERTS IN COLLABORATION WITH OTHER COMMUNITY PRODUCERS.THE SYMPHONY'S 85 SERVICES WERE AMONG THE MOST OFFERED TO MUSICIANS BY ANY ORCHESTRA IN THE GREATER BAY AREA, OUTSIDE OF THE THREE SANFRANCISCO 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 PROMINENT GUEST CONDUCTORS FROM AROUND THE COUNTRYAND THE WORLD. 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. IT HAS BUILT UP A SELECT ROSTER OF CONDUCTORS WHO RETURN REGULARLY, PROVIDING ARTISTIC CONTINUITY, WHILE EACH SEASON TYPICALLY INCLUDES CONDUCTORS NEW TO THE SYMPHONY - OFTEN EMERGING TALENTS IN THE FIELD. SEASON PROGRAMMING IS DETERMINED BY THE SYMPHONY'S GENERAL DIRECTOR IN CLOSE CONSULTATION WITH EACH CONCERT'S CONDUCTOR AND THE MUSICIANS' ARTISTIC COMMITTEE. THE MUSICIANS ALSO HAVE A DECISIVE VOICE IN DETERMINING WHICH CONDUCTORS WILL BECOME REGULAR REPEAT GUESTS. MUSICIANS AND AUDIENCES ALIKE HAVE RESPONDED WITH ENTHUSIASM TO THE VARIETY OF MUSICAL LEADERSHIP.IN ADDITION TO FREE SUMMER CONCERTS AND IN-THEATER ARTS EXPOSUREPROGRAMS FOR CHILDREN, CLASSICS CONCERTS, FILM CONCERT SERIES, AND PERFORMANCE COLLABORATIONS, THE SYMPHONY SERVES ITS COMMUNITY BY PROVIDING PRODUCTION SUPPORT FOR OTHER LOCAL ORGANIZATIONS, FROM YOUTH ORCHESTRAS TO SERVICE CLUBS. SSV OFFERS THEM AND THEIR AUDIENCE MEMBERS ACCESS TO ITS HEAVILY BOOKED THEATER ALONG WITH PROFESSIONAL IN-THEATER PERSONNEL AND EQUIPMENT, AND SERVICES FROM TICKETING TO FULL PRODUCTION MANAGEMENT.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 2016-17, ITS FIFTEENTH YEAR OF PERFORMANCES, THE SYMPHONY:- PERFORMED FOR JUST UNDER 46,000 AUDIENCE MEMBERS, PLUS SERVING THE PATRONS OF 11 OTHER COMMUNITY GROUPS. (THIS TOTAL DOES NOT INCLUDE THE FOURTH OF JULY CELEBRATION,)- MOUNTED A SUBSCRIPTION SERIES OF 15 CLASSICAL CONCERTS LED BY CONDUCTORS FROM AMERICA, JAPAN, RUSSIA AND ARGENTINA. THIS SEASON, FIVE WERE DRAWN FROM THE SYMPHONY'S CORE ROSTER OF REGULARS, WHILE TWO WERE NEWCOMERS TO SSV'S PODIUM. - PRODUCED AN ORCHESTRA SEASON OF GIANTS - E.G, BERLIOZ AND BRAHMS, SCRIABIN AND SHOSTAKOVICH, RACHMANINOFF, MOZART AND MAHLER - BOTH GREAT STANDARDS AND LESS WELL-KNOWN WORKS. MUSICAL ADVENTURES INCLUDED A FULL PROGRAM OF NUEVO TANGO, RECENT WORKS BY RISING AMERICAN COMPOSER KEVIN PUTS, AND TWO WORLD PREMIERES FOR SOLOISTS FROM PEKING AND SHANGHAI. - FEATURED A STELLAR LIST OF SOLOISTS, INCLUDING LEGENDARY AMERICAN CELLIST LYNN HARRELL; RUSSIAN PIANIST NICOLAI DEMIDENKO; FIERY JAPANESE VIOLINIST MAYUKO KAMIO; ALESSIO BAX AND ORION WEISS PERFORMING MOZART'S 'CONCERTO FOR TWO PIANOS;' ARGENTINE MASTER BANDONEONISTA JUAN PABLO JOFRE; AND SSV'S OWN CONCERTMASTER ROBIN MAYFORTH.-PRESENTED A FIRST-TIME GUEST NUTCRACKER PRODUCTION ACCOMPANIED BY THE SSV ORCHESTRA, IN PLACE OF THE PRODUCTION LOST WITH THE CLOSING OF THE BALLET (SEE NOTE ABOVE). IT INCLUDED TWO FREE PERFORMANCES PLUS IN-CLASS MATERIALS FOR 4,800 5TH GRADERS AND THEIR TEACHERS, BUSSED BY SSV FROM 24 LOCAL SCHOOLS. OVER HALF THE STU
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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/PersonNm0Andrew Bales
IRS990/Form990PartVIISectionAGrp/PersonNm1Peter Cartwright
IRS990/Form990PartVIISectionAGrp/PersonNm2RALph Swanson
IRS990/Form990PartVIISectionAGrp/PersonNm3Richard Conniff
IRS990/Form990PartVIISectionAGrp/PersonNm4William Highlander
IRS990/Form990PartVIISectionAGrp/PersonNm5Robert Kieve
IRS990/Form990PartVIISectionAGrp/PersonNm6Lee Price
IRS990/Form990PartVIISectionAGrp/PersonNm7BUNNY LADEN
IRS990/Form990PartVIISectionAGrp/PersonNm8Martha Sanford
IRS990/Form990PartVIISectionAGrp/PersonNm9Jennifer Watkins
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0142000
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/ReportableCompFromOrgAmt989400
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/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/TitleTxt9General Manager
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0186
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0262160
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0129555
IRS990/GrossReceiptsAmt03805141
IRS990/GrossRentsGrp/PersonalAmt01150
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01940
IRS990/InformationTechnologyGrp/ProgramServicesAmt0892
IRS990/InformationTechnologyGrp/TotalAmt02832
IRS990/InsuranceGrp/ManagementAndGeneralAmt014977
IRS990/InsuranceGrp/ProgramServicesAmt06065
IRS990/InsuranceGrp/TotalAmt021042
IRS990/InterestGrp/ManagementAndGeneralAmt010534
IRS990/InterestGrp/TotalAmt010534
IRS990/InvestmentIncomeGrp/ExclusionAmt045140
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt045140
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01649097
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01647067
IRS990/IRPDocumentCnt031
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0158492
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0153127
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0133101
IRS990/LandBldgEquipCostOrOtherBssAmt0291593
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0129369
IRS990/LessRentalExpensesGrp/PersonalAmt00
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/NetAssetsOrFundBalancesBOYAmt01210077
IRS990/NetAssetsOrFundBalancesEOYAmt01173733
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0186
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0186
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01150
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01150
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt032728
IRS990/NoncashContributionsAmt015538
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt045725
IRS990/OccupancyGrp/ProgramServicesAmt070209
IRS990/OccupancyGrp/TotalAmt0115934
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt023625
IRS990/OfficeExpensesGrp/ProgramServicesAmt023516
IRS990/OfficeExpensesGrp/TotalAmt047141
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0739
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03892
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0167949
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0172580
IRS990/OtherExpensesGrp/Desc0Production Expense
IRS990/OtherExpensesGrp/Desc1box office - credit car
IRS990/OtherExpensesGrp/Desc2donor cultivation/recog
IRS990/OtherExpensesGrp/FundraisingAmt037872
IRS990/OtherExpensesGrp/ProgramServicesAmt0208231
IRS990/OtherExpensesGrp/ProgramServicesAmt164256
IRS990/OtherExpensesGrp/TotalAmt0208231
IRS990/OtherExpensesGrp/TotalAmt164256
IRS990/OtherExpensesGrp/TotalAmt237872
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0HANDLING & FACILITY FE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt012325
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012325
IRS990/OtherRevenueTotalAmt012325
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01932
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt026720
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01443468
IRS990/OtherSalariesAndWagesGrp/TotalAmt01472120
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04518
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06915
IRS990/PayrollTaxesGrp/ProgramServicesAmt0181583
IRS990/PayrollTaxesGrp/TotalAmt0193016
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01591116
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01591116
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0131493
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt051653
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt044032
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038818
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/Desc1SUBSCRIPTION TICKET SA
IRS990/ProgramServiceRevenueGrp/Desc2PERFORMANCE FEES
IRS990/ProgramServiceRevenueGrp/Desc3Ticket handling fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01586568
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1501373
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2335205
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3112436
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01586568
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1501373
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2335205
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3112436
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01468982
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt042963
IRS990/PYOtherExpensesAmt01118680
IRS990/PYOtherRevenueAmt066129
IRS990/PYProgramServiceRevenueAmt01782527
IRS990/PYRevenuesLessExpensesAmt070207
IRS990/PYSalariesCompEmpBnftPaidAmt02171714
IRS990/PYTotalExpensesAmt03290394
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03360601
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-69072
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt01150
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02549057
IRS990/RoyaltiesGrp/ProgramServicesAmt024924
IRS990/RoyaltiesGrp/TotalAmt024924
IRS990/SavingsAndTempCashInvstGrp/BOYAmt070820
IRS990/SavingsAndTempCashInvstGrp/EOYAmt047632
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01081389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01468982
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01282440
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01192609
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01324572
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06349992
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt046290
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt044053
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt042365
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt039739
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt041549
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0213996
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt010569100
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76890
IRS990ScheduleA/PublicSupportPY170Pct00.75760
IRS990ScheduleA/PublicSupportTotal170Amt05047210
IRS990ScheduleA/SubstantialContributorsTotAmt01302782
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01081389
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01468982
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01282440
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01192609
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01324572
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06349992
IRS990ScheduleA/TotalSupportAmt06563988
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01649097
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01647067
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt062970
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt065000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01304202
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0360016
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01649097
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt049879
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt065000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01373854
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01304202
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4652
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt065000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01285107
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01373854
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0153747
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt065000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01253864
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01285107

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
2017Detailed filing. Detailed filing data is available for this year.$1.96$0.78$1.17$3.68$3.74$0.07
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