Civic Intelligence

Symphony San Jose

990 • Fiscal year 2023 • EIN 32-0083030

Jul 01, 2022 to Jun 30, 2023 • Filed on May 02, 2024

Organization ProfileWWW.SYMPHONYSANJOSE.ORG
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

67th percentile

0.19x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.28x

Higher debt load relative to revenue than 71% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

8th percentile

-46%

Higher net margin than 8% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

87th percentile

$173,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

9th percentile

-15%

Faster asset growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-37%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$3,507,469

Down $620,328 (-15%) from 2022

Net Assets

Down

$2,823,632

Down $885,242 (-24%) from 2022

Liabilities

Up

$683,837

Up $264,914 (+63%) from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin8th percentile

Revenue

Down

$2,442,911

Down $1,447,837 (-37%) from 2022

Expenses

Up

$3,561,233

Up $199,896 (+5.9%) from 2022

Net Income

Down

-$1,118,322

Down $1,647,733 (-311%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

2023

Assets$3,507,469
Liabilities$683,837
Net Assets$2,823,632
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

2023

Revenue$2,442,911
Expenses$3,561,233
Net Income-$1,118,322
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 2, 2024
Return Version
2022v5.0
Gross Receipts
$3,026,141
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$2,859,493$2,968,996▲ $109,503
Cash and Non-Interest-Bearing Accounts$2,291$159,662▲ $157,371
Land, Buildings, and Equipment, Net$158,291$132,893▼ $25,398
Accounts Receivable$13,462$51,151▲ $37,689
Savings and Temporary Cash Investments$541,943$48,628▼ $493,315
Prepaid Expenses and Deferred Charges$27,151$22,718▼ $4,433
Pledges and Grants Receivable$523,666$10,140▼ $513,526
Total Assets$4,127,797$3,507,469▼ $620,328
Other Assets Total$1,500$113,281▲ $111,781
Liabilities
Deferred Revenue$300,680$327,099▲ $26,419
Accounts Payable and Accrued Expenses$109,810$241,641▲ $131,831
Other Liabilities$8,433$115,097▲ $106,664
Total Liabilities$418,923$683,837▲ $264,914
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,979,948$2,057,200▲ $77,252
Net Assets Without Donor Restrictions$1,728,926$766,432▼ $962,494
Total Net Assets Fund Balance$3,708,874$2,823,632▼ $885,242
Total Liabilities and Net Assets / Fund Balance$4,127,797$3,507,469▼ $620,328

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$132,893$232,198$365,091

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$2,859,493-▲ $269,503$587,796$2,541,200
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
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew BalesGeneral Director (thru 08/22)FT$173,000-$173,000
Robert MasseyGeneral Director (start 06/22)FT$115,555$4,948$120,503

Board Members and Trustees

NameTitle
Richard ConniffChair
Lloyd SchmidtTrustee
Nicholas AdamsTrustee
Saralyn WinslowTrustee
Sharyn BiresTrustee
Nancy JohnsonSecretary
Bunny LadenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,189,615
Program Service Revenue
$1,187,505
Investment Income
$65,791
Other Revenue
$0
All Other Contributions
$787,986
Change in Net Assets
$-1,118,322

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 Traded4$53,009Fair Market Value (FMV)
Other Non Cash Contri Table1$7,328Fair Market Value (FMV)
Other Non Cash Contri Table2$1,800Fair Market Value (FMV)
Total Noncash Contributions7$62,137-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,413,543
Revenue Not Reported on Financial Statements
$29,368
Revenue Not Reported on Form 990
$233,080
Total Revenue per Audited Statements
$2,646,623
Total Revenue per Form 990
$2,442,911
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,158,625
Other Expenses$1,402,608
Total Fundraising Expense$90,942
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,490,654-$19,700$1,510,354
Current Officers, Directors, Trustees, and Key Employees$214,234$28,565$42,847$285,646
Advertising$262,016$1,608$1,020$264,644
Fees for Services Other$210,475$38,097-$248,572
Payroll Taxes$190,232$7,042$5,635$202,909
Occupancy$75,014$81,951-$156,965
Pension Plan Contributions$119,166--$119,166
Office Expenses$8,855$51,982-$60,837
Fees for Services Accounting-$49,032-$49,032
Other Employee Benefits$32,625$6,791$1,134$40,550
Insurance$10,089$28,422-$38,511
Depreciation Depletion$33,968$2,196-$36,164
Travel$27,665$2,663-$30,328
Fees for Service Investment Mgmnt Fees-$29,368-$29,368
Fees for Services Legal-$7,185-$7,185
Interest-$750-$750
Other Expenses$25,351$652$20,606$652
Total Functional Expenses$3,093,506$376,785$90,942$3,561,233

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,561,233
Expenses per Audited Statements$3,531,865
Total Expenses per Audited Statements$3,531,865
Expenses Not Reported on Financial Statements$29,368
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 Director Andrew BalesEmploymentNo$15,804
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$115,097
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
2024-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Massey
Formed
2003
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
424
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

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, 2020 and beyond remain subject to possible examination by the internal revenue service. The symphony's california returns for the tax years ended june 30, 2019 and beyond remain subject to possible examination by the franchise tax board.”

Raw XML AppendixShowing 400 of 559 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0109810
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0241641
IRS990/AccountsReceivableGrp/BOYAmt013462
IRS990/AccountsReceivableGrp/EOYAmt051151
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE ORCHESTRAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS.
IRS990/AdvertisingGrp/FundraisingAmt01020
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01608
IRS990/AdvertisingGrp/ProgramServicesAmt0262016
IRS990/AdvertisingGrp/TotalAmt0264644
IRS990/AllOtherContributionsAmt0787986
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBERT MASSEY GENERAL DIRECTOR
IRS990/BooksInCareOfDetail/PhoneNum04082862600
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0325 SOUTH FIRST STREET SUITE 160
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095113
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02291
IRS990/CashNonInterestBearingGrp/EOYAmt0159662
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt042847
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt028565
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0214234
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0285646
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01189615
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt065791
IRS990/CYOtherExpensesAmt01402608
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01187505
IRS990/CYRevenuesLessExpensesAmt0-1118322
IRS990/CYSalariesCompEmpBnftPaidAmt02158625
IRS990/CYTotalExpensesAmt03561233
IRS990/CYTotalFundraisingExpenseAmt090942
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02442911
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt0300680
IRS990/DeferredRevenueGrp/EOYAmt0327099
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02196
IRS990/DepreciationDepletionGrp/ProgramServicesAmt033968
IRS990/DepreciationDepletionGrp/TotalAmt036164
IRS990/Desc0CLASSICS CONCERTS - THE CORNERSTONE OF THE SYMPHONY'S ARTISTIC SEASON IS ITS 14-CONCERT CLASSICS SERIES. THIS PROGRAM SERVES APPROXIMATELY 8,000, INCLUDING SEASON SUBSCRIBERS AND SINGLE TICKET BUYERS. A VAST MAJORITY OF THE SYMPHONY'S INDIVIDUAL DONORS ALSO ATTEND. THESE CONCERTS ARE LED BY A ROSTER OF INTERNATIONALLY-ACCLAIMED CONDUCTORS AND FEATURE AS SOLOISTS BOTH THE ORCHESTRA'S PRINCIPALS AND WORLD-RENOWN GUEST ARTISITS. THE GENERAL DIRECTOR WORKS WITH THE ORCHESTRA'S ARTISTIC COMMITTEE AND EACH CONDUCTOR TO DESIGN PROGRAMS THAT DRAW ON THAT CONDUCTOR'S SPECIAL STRENGTH, USE THE ORCHESTRA'S AND SOLOISTS' MUSICAL MASTERY TO THE FULLSET EXTENT, AND STIMULATE AND SATISFY THEIR AUDIENCES. CLASSICS PROGRAMS ACCOUNT FOR THE MAJORITY OF THE ORCHESTRA'S AND THEATER STAFF'S ANNUAL PAYROLL AND REQUIRE THE MOST YEAR-ROUND ADMINISTRATIVE SUPPORT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01979948
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02057200
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0424
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01704253
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt049032
IRS990/FeesForServicesAccountingGrp/TotalAmt049032
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt07185
IRS990/FeesForServicesLegalGrp/TotalAmt07185
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt038097
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0210475
IRS990/FeesForServicesOtherGrp/TotalAmt0248572
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt029368
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt029368
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
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/OtherCompensationAmt84948
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD CONNIFF
IRS990/Form990PartVIISectionAGrp/PersonNm1NANCY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm2BUNNY LADEN
IRS990/Form990PartVIISectionAGrp/PersonNm3NICHOLAS ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm4SHARYN BIRES
IRS990/Form990PartVIISectionAGrp/PersonNm5LLOYD SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm6SARALYN WINSLOW
IRS990/Form990PartVIISectionAGrp/PersonNm7ANDREW BALES
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT MASSEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7173000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8115555
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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7GENERAL DIRECTOR (THRU 08/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt8GENERAL DIRECTOR (START 06/22)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-24771
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt0401629
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0558459
IRS990/GrossReceiptsAmt03026141
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt028422
IRS990/InsuranceGrp/ProgramServicesAmt010089
IRS990/InsuranceGrp/TotalAmt038511
IRS990/InterestGrp/ManagementAndGeneralAmt0750
IRS990/InterestGrp/TotalAmt0750
IRS990/InvestmentIncomeGrp/ExclusionAmt090562
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt090562
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02859493
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02968996
IRS990/IRPDocumentCnt028
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0232198
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0158291
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0132893
IRS990/LandBldgEquipCostOrOtherBssAmt0365091
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0583230
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/NetAssetsOrFundBalancesBOYAmt03708874
IRS990/NetAssetsOrFundBalancesEOYAmt02823632
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-24771
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-24771
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0233080
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01728926
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0766432
IRS990/NoncashContributionsAmt062136
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt081951
IRS990/OccupancyGrp/ProgramServicesAmt075014
IRS990/OccupancyGrp/TotalAmt0156965
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt051982
IRS990/OfficeExpensesGrp/ProgramServicesAmt08855
IRS990/OfficeExpensesGrp/TotalAmt060837
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01500
IRS990/OtherAssetsTotalGrp/EOYAmt0113281
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01134
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06791
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt032625
IRS990/OtherEmployeeBenefitsGrp/TotalAmt040550
IRS990/OtherExpensesGrp/Desc0PRODUCTION EXPENSES
IRS990/OtherExpensesGrp/Desc1BOX OFFICE/TICKET OFFIC
IRS990/OtherExpensesGrp/Desc2DONOR CULTIVATION EXPEN
IRS990/OtherExpensesGrp/Desc3EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/FundraisingAmt020606
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt040197
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1284
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2652
IRS990/OtherExpensesGrp/ProgramServicesAmt0338209
IRS990/OtherExpensesGrp/ProgramServicesAmt154953
IRS990/OtherExpensesGrp/ProgramServicesAmt225351
IRS990/OtherExpensesGrp/TotalAmt0378406
IRS990/OtherExpensesGrp/TotalAmt155237
IRS990/OtherExpensesGrp/TotalAmt245957
IRS990/OtherExpensesGrp/TotalAmt3652
IRS990/OtherLiabilitiesGrp/BOYAmt08433
IRS990/OtherLiabilitiesGrp/EOYAmt0115097
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019700
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01490654
IRS990/OtherSalariesAndWagesGrp/TotalAmt01510354
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05635
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07042
IRS990/PayrollTaxesGrp/ProgramServicesAmt0190232
IRS990/PayrollTaxesGrp/TotalAmt0202909
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0119166
IRS990/PensionPlanContributionsGrp/TotalAmt0119166
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0523666
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt010140
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027151
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022718
IRS990/PrincipalOfficerNm0ROBERT MASSEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
IRS990/ProgramServiceRevenueGrp/BusinessCd1711130
IRS990/ProgramServiceRevenueGrp/BusinessCd2711130
IRS990/ProgramServiceRevenueGrp/Desc0PERFORMANCE FEES
IRS990/ProgramServiceRevenueGrp/Desc1SUBSCRIPTION TICKET SA
IRS990/ProgramServiceRevenueGrp/Desc2SINGLE TICKET SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0466697
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1381522
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2339286
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0466697
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1381522
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2339286
IRS990/ProgSrvcAccomActy2Grp/Desc0FILM CONCERTS - THE SYMPHONY PERFORMED CINEMA PARADISO, COCO, AND GAMEON! THIS SEASON. THE THREE MOVIES, PERFORMED TWICE EACH, WERE PERFORMED TO APPROXIMATELY 4,500. 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0772457
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0295478
IRS990/ProgSrvcAccomActy3Grp/Desc0CHORALE PROGRAMS - THE SYMPHONY SAN JOSE CHORALE WAS SHOWCASED IN TWO PRODUCTIONS THIS SEASON, CAROLS AT THE CALIFORNIA AND SERENADE TO MUSIC. APPROXIMATELY 1,000 ATTENDED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0120073
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt048042
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TOTAL PROGRAM EXPENSES AND REVENUE INCLUDE THE FOLLOWING BESIDES THE ABOVE.- CONTRACT SERVICE WHERE THE ORCHESTRA OR ITS MUSICIANS ARE ENGAGED. - 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.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0496723
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0280342
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02783193
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0123296
IRS990/PYOtherExpensesAmt01333628
IRS990/PYOtherRevenueAmt015483
IRS990/PYProgramServiceRevenueAmt0968776
IRS990/PYRevenuesLessExpensesAmt0529411
IRS990/PYSalariesCompEmpBnftPaidAmt02027709
IRS990/PYTotalExpensesAmt03361337
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03890748
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1118322
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0563643
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0541943
IRS990/SavingsAndTempCashInvstGrp/EOYAmt048628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01189615
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02783193
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01834532
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01763605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0922052
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08492997
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt090562
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0123296
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt071096
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt080664
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt078225
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0443843
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05267357
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88790
IRS990ScheduleA/PublicSupportPY170Pct00.83950
IRS990ScheduleA/PublicSupportTotal170Amt07935401
IRS990ScheduleA/SubstantialContributorsTotAmt0557596
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01189615
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02783193
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01834532
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01763605
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0922052
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08492997
IRS990ScheduleA/TotalSupportAmt08936840
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/BoardDesignatedBalanceEOYPct00.19679
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02859493
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02541200
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0269503
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0587796
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03261974
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02859493
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-302481
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0100000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02449542
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0450000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03261974
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0482432
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0120000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02476410
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02449542
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt093132
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0120000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02472263
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02476410
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0104147
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0100000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0132893
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0232198
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0365091
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt029368
IRS990ScheduleD/ExpensesSubtotalAmt03531865
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt029368
IRS990ScheduleD/InvestmentExpensesNotIncldAmt029368
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0233080
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0115097
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.80321
IRS990ScheduleD/RevenueNotReportedAmt0233080
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt029368
IRS990ScheduleD/RevenueSubtotalAmt02413543
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1GENERALLY 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, 2020 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE SYMPHONY'S CALIFORNIA RETURNS FOR THE TAX YEARS ENDED JUNE 30, 2019 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,507,469
Liabilities
$683,837
Net assets
$2,823,632
Revenue
$2,442,911
Expenses
$3,561,233
Net income
-$1,118,322
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
2023Detailed filing. Detailed filing data is available for this year.$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