Civic Intelligence

San Jose Symphony Foundation C/O Marc Rebboah Treasurer

990PF • Fiscal year 2016 • EIN 51-0137200

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

Organization Profile
PO Box 41278San Jose, CA 95160

(408) 813-6112

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

46th percentile

1.0%

Higher net margin than 46% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

47th percentile

0.2%

Faster asset growth than 47% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-60%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$754,869

Up $1,288 (+0.2%) from 2015

Net Assets

Up

$754,869

Up $1,288 (+0.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin46th percentile

Revenue

Down

$53,752

Down $82,241 (-60%) from 2015

Expenses

Up

$53,232

Up $7,334 (+16%) from 2015

Net Income

Down

$520

Down $89,575 (-99%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $668,360Liabilities 2011: $0Net Assets 2011: $668,3602011Assets 2012: $655,732Liabilities 2012: $0Net Assets 2012: $655,7322012Assets 2013: $650,092Liabilities 2013: $12013Assets 2014: $654,686Liabilities 2014: $0Net Assets 2014: $654,6862014Assets 2015: $753,581Liabilities 2015: $0Net Assets 2015: $753,5812015Assets 2016: $754,869Liabilities 2016: $0Net Assets 2016: $754,8692016Assets 2018: $1,046,668Liabilities 2018: $6,041Net Assets 2018: $1,040,6272018Assets 2019: $1,046,369Liabilities 2019: $5,114Net Assets 2019: $1,041,2552019Assets 2020: $1,029,128Liabilities 2020: $4,810Net Assets 2020: $1,024,3182020Assets 2021: $1,179,502Liabilities 2021: $4,522Net Assets 2021: $1,174,9802021Assets 2022: $989,768Liabilities 2022: $4,249Net Assets 2022: $985,5192022Assets 2023: $1,045,069Liabilities 2023: $0Net Assets 2023: $1,045,0692023Assets 2024: $1,130,099Liabilities 2024: $0Net Assets 2024: $1,130,0992024Assets 2025: $1,190,148Liabilities 2025: $0Net Assets 2025: $1,190,1482025

Highlighted filing

2016

Assets$754,869
Liabilities$0
Net Assets$754,869
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $34,7332011Expenses 2012: $41,6212012Revenue 2013: $34,737Expenses 2013: $40,377Net Income 2013: -$5,6402013Revenue 2014: $47,683Expenses 2014: $43,089Net Income 2014: $4,5942014Revenue 2015: $135,993Expenses 2015: $45,898Net Income 2015: $90,0952015Revenue 2016: $53,752Expenses 2016: $53,232Net Income 2016: $5202016Revenue 2018: $74,488Expenses 2018: $51,155Net Income 2018: $23,3332018Revenue 2019: $38,070Expenses 2019: $57,466Net Income 2019: -$19,3962019Revenue 2020: $84,162Expenses 2020: $52,872Net Income 2020: $31,2902020Revenue 2021: $21,345Expenses 2021: $58,721Net Income 2021: -$37,3762021Revenue 2022: $35,692Expenses 2022: $60,819Net Income 2022: -$25,1272022Revenue 2023: $25,700Expenses 2023: $53,121Net Income 2023: -$27,4212023Revenue 2024: $43,317Expenses 2024: $55,817Net Income 2024: -$12,5002024Revenue 2025: $37,613Expenses 2025: $65,952Net Income 2025: -$28,3392025

Highlighted filing

2016

Revenue$53,752
Expenses$53,232
Net Income$520
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VICTOR CORSIGLIASecretary-$0--
MARK REBBOAHTreasurer End 63015PT$0--
CHRISTOPHER GREENEPresidentPT$0--
VALERIE N BURNIECETreasurer 9116PT$0--
Filing and Contact Details

Filer

Filer Name
San Jose Symphony Foundation
EIN
51-0137200
In Care Of
% Valerie Burniece
Phone
4088136112
Address
PO Box 41278, San Jose, CA 95160

Signing Officer

Name
Valerie Burniece
Title
Treasurer
Phone
4083554563
Signed
2016-11-15
Raw XML Appendix340 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.

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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0NO COMPENSATION OF ANY KIND RECEIVED
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1NO COMPENSATION OF ANY KIND RECEIVED
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2NO COMPENSATION OF ANY KIND RECEIVED
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt045686
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt046200
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0514
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt046200
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05953 Fiddletown Place
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0San Jose
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095120
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Valerie N Burniece
IRS990PF/StatementsRegardingActyGrp/PhoneNum04083554563
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0n/a
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Orchestral groups located in metropolitan San Jose
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt036700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Support for Youth Symphony
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Symphony Silicon Valley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1San Jose Youth Symphony
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0325 First Street Suite 16
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1595 Park Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Jose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Jose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt046200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015372
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046689
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt030828
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt030828
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030828
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0489
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0548
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Goodwill
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0416
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0416
ReductionExplanationStatement/ShortExplanationTxt0Goodwillintangible asset
TaxesSchedule/TaxesDetail/Amt0198
TaxesSchedule/TaxesDetail/Amt14687
TaxesSchedule/TaxesDetail/CategoryTxt0International Value Fund
TaxesSchedule/TaxesDetail/CategoryTxt1Taxes and Fees
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0198
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE BURNIECE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04083554563
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0San Jose Symphony Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0510137200
ReturnHeader/Filer/InCareOfNm0% Valerie Burniece
ReturnHeader/Filer/PhoneNum04088136112
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 41278
ReturnHeader/Filer/USAddress/CityNm0San Jose
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095160
ReturnHeader/ReturnTs02016-11-15T13:24:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$754,869
Liabilities
$0
Net assets
$754,869
Revenue
$53,752
Expenses
$53,232
Net income
$520
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.04$0.07$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.04$0.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.03$0.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.04$0.06$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.17$0.02$0.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.02$0.08$0.05$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.04$0.04$0.06$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.04$0.07$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.05$0.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.14$0.05$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.05$0.04$0.00
2013Summary only. Only limited summary data is available for this year.$0.65$0.00$0.03$0.04$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.03