Civic Intelligence

Musicians of the San Francisco Symphony

EIN 56-1366768 • 501(c)5 • San Francisco, CA

Profile

This association shall provide a forum where opinions and advice may be obtained concerning matters pertaining to the relations between the associations members, or between its members and the conductor, administration of the San Francisco Symphony, or the Union, and thereby cultivate and promote a spirit of cooperation and good morale which will aid in keeping the artistic and economic standards of the San Francisco Symphony at the highest possible level.

265 Brentwood AvenueSan Francisco, CA 94127

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

501(c)5 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

501(c)5 • $500k-$1M nonprofits • Source year 2024

Net Margin

98th percentile

65%

Higher net margin than 98% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

501(c)5 • $500k-$1M nonprofits • Source year 2024

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

85%

Faster revenue growth than 97% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$513,767

Up $65,402 (+15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$513,767

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin98th percentile

Revenue

Up

$101,368

Up $46,431 (+85%) from 2023

Expenses

Up

$35,966

Up $2,270 (+6.7%) from 2023

Net Income

Up

$65,402

Up $44,161 (+208%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2015: $67,872Liabilities 2015: $02015Assets 2016: $63,584Liabilities 2016: $02016Assets 2017: $123,505Liabilities 2017: $02017Assets 2018: $222,103Net Assets 2018: $222,1032018Assets 2019: $338,325Net Assets 2019: $338,3252019Assets 2020: $434,491Liabilities 2020: $02020Assets 2021: $404,277Liabilities 2021: $02021Assets 2022: $427,124Net Assets 2022: $427,1242022Assets 2023: $448,365Liabilities 2023: $02023Assets 2024: $513,767Liabilities 2024: $0Net Assets 2024: $513,7672024

Highlighted filing

2024

Assets$513,767
Liabilities$0
Net Assets$513,767
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2015: $101,600Expenses 2015: $33,728Net Income 2015: $67,8722015Revenue 2016: $39,669Expenses 2016: $43,957Net Income 2016: -$4,2882016Revenue 2017: $97,365Expenses 2017: $37,444Net Income 2017: $59,9212017Revenue 2018: $141,788Expenses 2018: $43,190Net Income 2018: $98,5982018Revenue 2019: $191,754Expenses 2019: $75,532Net Income 2019: $116,2222019Revenue 2020: $167,189Expenses 2020: $71,023Net Income 2020: $96,1662020Revenue 2021: $9,640Expenses 2021: $39,854Net Income 2021: -$30,2142021Revenue 2022: $46,244Expenses 2022: $23,397Net Income 2022: $22,8472022Revenue 2023: $54,937Expenses 2023: $33,696Net Income 2023: $21,2412023Revenue 2024: $101,368Expenses 2024: $35,966Net Income 2024: $65,4022024

Highlighted filing

2024

Revenue$101,368
Expenses$35,966
Net Income$65,402
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$513,767
Liabilities
$0
Net assets
$513,767
Revenue
$101,368
Expenses
$35,966
Net income
$65,402
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.14$0.00$5.14$1.01$0.36$0.65
2023Summary only. Only limited summary data is available for this year.$4.48$0.00$0.55$0.34$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$4.27$0.46$0.23$0.23
2021Summary only. Only limited summary data is available for this year.$4.04$0.00$0.10$0.40$0.30
2020Summary only. Only limited summary data is available for this year.$4.34$0.00$1.67$0.71$0.96
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$3.38$1.92$0.76$1.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$2.22$1.42$0.43$0.99
2017Summary only. Only limited summary data is available for this year.$1.24$0.00$0.97$0.37$0.60
2016Summary only. Only limited summary data is available for this year.$0.64$0.00$0.40$0.44$0.04
2015Summary only. Only limited summary data is available for this year.$0.68$0.00$1.02$0.34$0.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 31, 2025
Return Version
2023v6.0
Gross Receipts
$101,368
Mission and Program Overview

Mission

This association shall provide a forum where opinions and advice may be obtained concerning matters pertaining to the relations between the associations members, or between its members and the conductor, administration of the San Francisco Symphony, or the Union, and thereby cultivate and promote a spirit of cooperation and good morale which will aid in keeping the artistic and economic standards of the San Francisco Symphony at the highest possible level.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$448,365$513,767▲ $65,402
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$448,365$513,767▲ $65,402
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$448,365$513,767▲ $65,402
Total Net Assets Fund Balance$448,365$513,767▲ $65,402
Total Liabilities and Net Assets / Fund Balance$448,365$513,767▲ $65,402
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Margo KieserChairman
Barbara BogatnCo-Chair
Gina CooperVice-Chair
In Sun JangCommittee Membe
Matt Holland-grayCommittee Membe
Russ De LunaCommittee Membe
Steve DibnerCommittee Membe
John ChisholmTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$81,221
Investment Income
$20,147
Other Revenue
$0
Change in Net Assets
$65,402
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,966
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses---$6,649
Other Expenses---$2,017
Information Technology---$207
All Other Expenses---$14
Total Functional Expenses$0$0$0$35,966
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Musicians of the San Francisco Symphony
EIN
56-1366768
Phone
4155858378
Address
265 Brentwood Avenue, San Francisco, CA 94127

Signing Officer

Name
John Chisholm
Title
Treasurer
Signed
2025-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Chisholm
Formed
2017
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0

Preparer

Firm
Baldwin Moffitt Behm LLP
Address
8399 E Indian School Rd 201, Scottsdale, AZ 85251
Preparer
Robert H Baldwin
Phone
4807369200
Raw XML Appendix317 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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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0448365
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0513767
IRS990/TotalProgramServiceRevenueAmt081221
IRS990/TotalRevenueGrp/ExclusionAmt020147
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt081221
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0101368
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0448365
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0513767
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0265 Brentwood Avenue
IRS990/USAddress/CityNm0San Francisco
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0941272103
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN CHISHOLM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Musicians of the San Francisco Symphony
ReturnHeader/Filer/BusinessNameControlTxt0MUSI
ReturnHeader/Filer/EIN0561366768
ReturnHeader/Filer/PhoneNum04155858378
ReturnHeader/Filer/USAddress/AddressLine1Txt0265 Brentwood Avenue
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094127
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464370753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baldwin Moffitt Behm LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08399 E Indian School Rd 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Scottsdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085251
ReturnHeader/PreparerPersonGrp/PhoneNum04807369200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert H Baldwin
ReturnHeader/ReturnTs02025-07-31T10:16:10-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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