Civic Intelligence

Symphony San Jose

990 • Fiscal year 2022 • EIN 32-0083030

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 14, 2023

325 S 1st Street 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

57th percentile

0.10x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

55th percentile

0.11x

Higher debt load relative to revenue than 55% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

62nd percentile

14%

Higher net margin than 62% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

85th percentile

$154,500

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

56th percentile

3.8%

Faster asset growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

103%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$4,127,797

Up $153,017 (+3.8%) from 2021

Net Assets

Up

$3,708,874

Up $136,208 (+3.8%) from 2021

Liabilities

Up

$418,923

Up $16,809 (+4.2%) from 2021

Revenue

Up

$3,890,748

Up $1,975,362 (+103%) from 2021

Expenses

Up

$3,361,337

Up $2,340,000 (+229%) from 2021

Net Income

Down

$529,411

Down $364,638 (-41%) from 2021

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

2022

Assets$4,127,797
Liabilities$418,923
Net Assets$3,708,874

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

2022

Revenue$3,890,748
Expenses$3,361,337
Net Income$529,411
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 14, 2023
Return Version
2021v4.2
Gross Receipts
$3,890,748
Mission and Program Overview

Mission

To provide orchestral 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$3,261,974$2,859,493▼ $402,481
Savings and Temporary Cash Investments$587,241$541,943▼ $45,298
Pledges and Grants Receivable$0$523,666▲ $523,666
Land, Buildings, and Equipment, Net$49,358$158,291▲ $108,933
Prepaid Expenses and Deferred Charges$58,935$27,151▼ $31,784
Accounts Receivable$17,072$13,462▼ $3,610
Cash and Non-Interest-Bearing Accounts$200$2,291▲ $2,091
Total Assets$3,974,780$4,127,797▲ $153,017
Other Assets Total$0$1,500▲ $1,500
Liabilities
Deferred Revenue$364,010$300,680▼ $63,330
Accounts Payable and Accrued Expenses$38,104$109,810▲ $71,706
Other Liabilities$0$8,433▲ $8,433
Total Liabilities$402,114$418,923▲ $16,809
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,292,693$1,979,948▼ $312,745
Net Assets Without Donor Restrictions$1,279,973$1,728,926▲ $448,953
Total Net Assets Fund Balance$3,572,666$3,708,874▲ $136,208
Total Liabilities and Net Assets / Fund Balance$3,974,780$4,127,797▲ $153,017

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$158,291$269,688$427,979

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$3,261,974-▼ $302,481$100,000$2,859,493
2020$2,449,542$450,000▲ $482,432$120,000$3,261,974
2019$2,476,410-▲ $93,132$120,000$2,449,542
2018$2,472,263-▲ $104,147$100,000$2,476,410
2017$1,647,067$850,000▲ $50,196$75,000$2,472,263
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Andrew BalesGeneral DirectorFT$154,500$154,500

Board Members and Trustees

NameTitle
Richard ConniffChair
Lloyd SchmidtTrustee
Nicholas AdamsTrustee
Saralyn WinslowTrustee
Sharyn BiresTrustee
Ashley BruniTrustee (left 3/22)
Jason FordTrustee (left 6/22)
Nancy JohnsonSecretary
Bunny LadenTreasurer
Laurie HuthTreasurer (left 9/21)
Revenue and Support

Revenue Composition

Contributions and Grants
$2,783,193
Program Service Revenue
$968,776
Investment Income
$123,296
Other Revenue
$15,483
All Other Contributions
$1,706,631
Change in Net Assets
$529,411

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$52,979Fair Market Value (FMV)
Other Non Cash Contri Table1$12,735-
Total Noncash Contributions6$65,714-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,858,174
Revenue Not Reported on Financial Statements
$32,574
Revenue Not Reported on Form 990
$-393,203
Total Revenue per Audited Statements
$3,464,971
Total Revenue per Form 990
$3,890,748
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,027,709
Other Expenses$1,333,628
Total Fundraising Expense$83,671
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,353,494$64,698$54,589$1,472,781
Fees for Services Other$159,276$101,098-$260,374
Payroll Taxes$182,425$9,025$5,038$196,488
Current Officers, Directors, Trustees, and Key Employees$142,575$45,375$6,192$194,142
Advertising$161,486--$161,486
Occupancy$67,354$83,428-$150,782
Pension Plan Contributions$85,707--$85,707
Other Employee Benefits$58,221$18,857$1,513$78,591
Fees for Services Accounting-$44,202-$44,202
Office Expenses$78$38,658$845$39,581
Depreciation Depletion$33,720$3,699-$37,419
Other Expenses$22,000$263$15,344$37,344
Fees for Service Investment Mgmnt Fees-$32,574-$32,574
Insurance$7,202$22,083-$29,285
Travel$28,015$800-$28,815
Fees for Services Legal$8,620--$8,620
Interest-$750-$750
Total Functional Expenses$2,812,156$465,510$83,671$3,361,337

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,361,337
Expenses per Audited Statements$3,328,763
Total Expenses per Audited Statements$3,328,763
Expenses Not Reported on Financial Statements$32,574
Expenses Not Reported on Form 990$0
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 General DirectorEmploymentNo$97,849
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$8,433
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
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 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 (general director, 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 15A

The compensation of the general director 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 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 general director's personnel files. Most recently, the general director's compensations were reviewed in january 2022.

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 San Jose
EIN
32-0083030
Phone
4082862600
Address
325 S 1ST STREET 160, SAN JOSE, CA 95113

Signing Officer

Name
Robert Massey
Title
General Director
Phone
4082862600
Signed
2023-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Massey
Formed
2003
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
320
Volunteers
55

Preparer

Firm
Armanino Llp
Address
50 W SAN FERNANDO ST STE 500, SAN JOSE, CA 95113
Preparer
Matthew Petroski
Phone
4082006400
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

The symphony teamed up with opera san jose and held a free outdoor concert on labor day weekend to welcome live music back to our community after a long absence due to covid.

Form 990, Part III, Line 3

Due to covid, we had to cancel our education program for elemetary school children, artspark, which is normally perfromed in march every year. About 4,400 children attend this program each year. Artspark brings students to the symphony's concert hall for full orchetstra performances designed to spark children's interest and enthusiasm, and to tie in with their fourth grade curriculum. Concerts and bussing booked by the symphony are free to schools and children. Concerts are led by the symphony's dynamic education conductor and are supported in class with custom music cds and teaching materials. Entire fourth grade attend from each school to ensure that every child has access to the experience and can share it with their peers. We plan to resume artspark in 2023.

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, 2019 and beyond remain subject to possible examination by the internal revenue service. The symphony's california returns for the tax years ended june 30, 2018 and beyond remain subject to possible examination by the franchise tax board.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10154500
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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER (LEFT 9/21)
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE (LEFT 3/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE (LEFT 6/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10GENERAL DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt01076562
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03890748
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt022083
IRS990/InsuranceGrp/ProgramServicesAmt07202
IRS990/InsuranceGrp/TotalAmt029285
IRS990/InterestGrp/ManagementAndGeneralAmt0750
IRS990/InterestGrp/TotalAmt0750
IRS990/InvestmentIncomeGrp/ExclusionAmt0123296
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0123296
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03261974
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02859493
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0269688
IRS990/LandBldgEquipBasisNetGrp/BOYAmt049358
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0158291
IRS990/LandBldgEquipCostOrOtherBssAmt0427979
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE ORCHESTRAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS TO THE GREATER SILICON VALLEY REGION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03572666
IRS990/NetAssetsOrFundBalancesEOYAmt03708874
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-393203
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01279973
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01728926
IRS990/NoncashContributionsAmt065714
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt083428
IRS990/OccupancyGrp/ProgramServicesAmt067354
IRS990/OccupancyGrp/TotalAmt0150782
IRS990/OfficeExpensesGrp/FundraisingAmt0845
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt038658
IRS990/OfficeExpensesGrp/ProgramServicesAmt078
IRS990/OfficeExpensesGrp/TotalAmt039581
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt01500
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01513
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt018857
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt058221
IRS990/OtherEmployeeBenefitsGrp/TotalAmt078591
IRS990/OtherExpensesGrp/Desc0PRODUCTION EXPENSES
IRS990/OtherExpensesGrp/Desc1BOX OFFICE/TICKET OFFIC
IRS990/OtherExpensesGrp/Desc2DONOR CULTIVATION EXPEN
IRS990/OtherExpensesGrp/FundraisingAmt0150
IRS990/OtherExpensesGrp/FundraisingAmt115344
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0263
IRS990/OtherExpensesGrp/ProgramServicesAmt0445852
IRS990/OtherExpensesGrp/ProgramServicesAmt156131
IRS990/OtherExpensesGrp/ProgramServicesAmt222000
IRS990/OtherExpensesGrp/TotalAmt0446265
IRS990/OtherExpensesGrp/TotalAmt156131
IRS990/OtherExpensesGrp/TotalAmt237344
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt08433
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt015483
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015483
IRS990/OtherRevenueTotalAmt015483
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt054589
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt064698
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01353494
IRS990/OtherSalariesAndWagesGrp/TotalAmt01472781
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05038
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09025
IRS990/PayrollTaxesGrp/ProgramServicesAmt0182425
IRS990/PayrollTaxesGrp/TotalAmt0196488
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt085707
IRS990/PensionPlanContributionsGrp/TotalAmt085707
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0523666
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt058935
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027151
IRS990/PrincipalOfficerNm0ROBERT MASSEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
IRS990/ProgramServiceRevenueGrp/BusinessCd1711130
IRS990/ProgramServiceRevenueGrp/BusinessCd2711130
IRS990/ProgramServiceRevenueGrp/BusinessCd3711300
IRS990/ProgramServiceRevenueGrp/Desc0SUBSCRIPTION TICKET SA
IRS990/ProgramServiceRevenueGrp/Desc1SINGLE TICKET SALES
IRS990/ProgramServiceRevenueGrp/Desc2PERFORMANCE FEES
IRS990/ProgramServiceRevenueGrp/Desc3OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0415357
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1353917
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2176895
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt322607
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0415357
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1353917
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2176895
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt322607
IRS990/ProgSrvcAccomActy2Grp/Desc0FILM CONCERTS - THE SYMPHONY PERFORMED "HARRY POTTER AND THE DEATHLY HALLOWS PART 2" IN NOVEMBER, AND "AMADEUS" IN FEBRUARY. THEY WERE ATTENDED BY ABOUT 4,000 PEOPLE IN TOTAL. THE SYMPHONY'S FILM-WITH-ORCHESTRA CONCERTS TEND TO ATTRACT YOUNG, DIVERSE, AND EXUBERANT AUDIENCES TO POPULAR FILMS SHOWN ON GIANT SCREENS WITH THEIR HIGH-PROFILE SCORES PERFORMED LIVE BY THE SYMPHONY ORCHESTRA. IN ADDITION TO INTRODUCTING NEW AUDIENCES TO THE ORCHESTRA, THE FILMS SIGNIFICANTLY EXPAND EMPLOYMENT FOR THE SYMPHONY MUSICIANS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0467111
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0177893
IRS990/ProgSrvcAccomActy3Grp/Desc0LABOR DAY OUTDOOR CONCERT - THE SYMPHONY TEAMED UP WITH OPERA SAN JOSE AND HELD A FREE OUTDOOR CONCERT ON LABOR DAY WEEKEND TO WELCOME LIVE MUSIC BACK TO OUR COMMUNITY AFTER A LONG ABSENCE DUE TO COVID. IT WAS ATTENDED BY ABOUT 3,000 PEOPLE ON SATURDAY AND 5,000 PEOPLE ON SUNDAY. MANY BROUGHT THEIR CHILDREN WHO NORMALLY DO NOT ATTEND CLASSICAL CONCERTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0194677
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0175621
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TOTAL PROGRAM EXPENSES AND REVENUE INCLUDE THE FOLLOWING BESIDES THE ABOVE.- OPENING NIGHT DINNER, WHICH SUPPORTS ARTSPARK, THE SYMPHONY'S EDUCATIONAL OUTREACH PROGRAM.- PRODUCTION SUPPORTS, SUCH AS UNION STAGEHANDS AND USHERS, TECHNICAL EQUIPMENT AND KNOW-HOW PROVIDED BY THE SYMPHONY TO OTHER LOCAL ORGANIZATIONS FOR EVENTS (E.G., YOUTH ORCHESTRA, AND SCHOOL). ACCESS TO THESE SERVICES ENABLES THEM TO ACHIEVE PERFORMANCE LEVELS THAT BENEFIT THEM, THEIR AUDIENCE MEMBERS, AND THE LARGER COMMUNITY.- REVENUES GENERATED FOR THE CONCERTS THAT WERE CANCELLED DUE TO COVID IN PREVIOUS FISCAL YEARS AND THAT WERE NOT REFUNDED. - EXPENSES INCURRED FOR THE CANCELLED DRAGON BALL SYMPHONIC ADVENTURE, FULLY IMMERSIVE CONCERT WITH THE MUSIC FROM DRAGON BALL AND DRAGON BALL Z SERIES PERFORMED BY LIVE ORCHESTRA, ALL COMPLETELY SYNCHRONIZED TO CUTTING EDGE VIDEO SCREEN, LIGHTING AND SPECIAL SOUND EFFECTS. THE CONCERTS WERE SCHEDULED FOR LATE-MAY, 2022 BUT CANCELLED BY THE PRODUCTION COMPANY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0207578
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt06381
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01834532
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt077208
IRS990/PYOtherExpensesAmt0261241
IRS990/PYOtherRevenueAmt010
IRS990/PYProgramServiceRevenueAmt03636
IRS990/PYRevenuesLessExpensesAmt0894049
IRS990/PYSalariesCompEmpBnftPaidAmt0760096
IRS990/PYTotalExpensesAmt01021337
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01915386
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0529411
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0608881
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0587241
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0541943
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02783193
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01834532
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01763605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0922052
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01906732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09210114
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt071096
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt080664
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt078225
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt054600
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0284585
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07519177
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83950
IRS990ScheduleA/PublicSupportPY170Pct00.77640
IRS990ScheduleA/PublicSupportTotal170Amt07970790
IRS990ScheduleA/SubstantialContributorsTotAmt01239324
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02783193
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01834532
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01763605
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0922052
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01906732
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09210114
IRS990ScheduleA/TotalSupportAmt09494699
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/BoardDesignatedBalanceEOYPct00.31388
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03261974
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02859493
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-302481
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0100000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02449542
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0450000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03261974
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0482432
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0120000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02476410
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02449542
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt093132
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0120000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02472263
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02476410
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0104147
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0100000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01647067
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0850000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02472263
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt050196
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt075000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0158291
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0269688
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0427979

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
2022Detailed filing. Detailed filing data is available for this year.$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