SYMPHONY SAN JOSE: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: SYMPHONY SAN JOSE (EIN 32-0083030)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-05-15
IRS object ID: 202441369349309344
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-15T13:14:51-05:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	946214841	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ARMANINO LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	50 W SAN FERNANDO ST STE 500	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95113	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	320083030	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SYMPHONY SAN JOSE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SYMP	BusinessNameControlTxt
Phone	4082862600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	325 S 1ST STREET 160	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95113	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT MASSEY	PersonNm
Person Title	GENERAL DIRECTOR	PersonTitleTxt
Phone	4082862600	PhoneNum
Signature	2024-05-02	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ROBERT	PersonFirstNm
Person Last	MASSEY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MATTHEW PETROSKI	PreparerPersonNm
PTIN	P00853132	PTIN
Phone	4082006400	PhoneNum
Preparation	2024-05-02	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ROBERT MASSEY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	325 S 1ST STREET 160	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95113	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,026,141	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SYMPHONYSANJOSE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2003	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE ORCHESTRAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS.	ActivityOrMissionDesc
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	424	TotalEmployeeCnt
Total Volunteers	55	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,783,193	PYContributionsGrantsAmt
CY Contributions Grants	$1,189,615	CYContributionsGrantsAmt
PY Program Service Revenue	$968,776	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,187,505	CYProgramServiceRevenueAmt
PY Investment Income	$123,296	PYInvestmentIncomeAmt
CY Investment Income	$65,791	CYInvestmentIncomeAmt
PY Other Revenue	$15,483	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$3,890,748	PYTotalRevenueAmt
CY Total Revenue	$2,442,911	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,027,709	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,158,625	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$90,942	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,333,628	PYOtherExpensesAmt
CY Other Expenses	$1,402,608	CYOtherExpensesAmt
PY Total Expenses	$3,361,337	PYTotalExpensesAmt
CY Total Expenses	$3,561,233	CYTotalExpensesAmt
PY Revenues Less Expenses	$529,411	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,118,322	CYRevenuesLessExpensesAmt
Total Assets BOY	$4,127,797	TotalAssetsBOYAmt
Total Assets EOY	$3,507,469	TotalAssetsEOYAmt
Total Liabilities BOY	$418,923	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$683,837	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$3,708,874	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,823,632	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROVIDE ORCHESTRAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS TO THE GREATER SILICON VALLEY REGION.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,704,253	ExpenseAmt
Revenue	$563,643	RevenueAmt
Desc	CLASSICS 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.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$772,457	ExpenseAmt
Revenue	$295,478	RevenueAmt
Desc	FILM 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.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$120,073	ExpenseAmt
Revenue	$48,042	RevenueAmt
Desc	CHORALE 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.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$496,723	ExpenseAmt
Revenue	$280,342	RevenueAmt
Desc	TOTAL 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.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$496,723	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$280,342	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$3,093,506	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	28	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	424	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	7	GoverningBodyVotingMembersCnt
Independent Voting Member	7	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT MASSEY GENERAL DIRECTOR	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4082862600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	325 SOUTH FIRST STREET SUITE 160	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95113	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
RICHARD CONNIFF
CHAIR	10.00	Yes (X)	Yes (X)	$0	$0	$0
NANCY JOHNSON
SECRETARY	3.00	Yes (X)	Yes (X)	$0	$0	$0
BUNNY LADEN
TREASURER	5.00	Yes (X)	Yes (X)	$0	$0	$0
NICHOLAS ADAMS
TRUSTEE	2.00	Yes (X)		$0	$0	$0
SHARYN BIRES
TRUSTEE	2.00	Yes (X)		$0	$0	$0
LLOYD SCHMIDT
TRUSTEE	3.00	Yes (X)		$0	$0	$0
SARALYN WINSLOW
TRUSTEE	2.00	Yes (X)		$0	$0	$0
ANDREW BALES
GENERAL DIRECTOR (THRU 08/22)	40.00		Yes (X)	$173,000	$0	$0
ROBERT MASSEY
GENERAL DIRECTOR (START 06/22)	40.00		Yes (X)	$115,555	$0	$4,948

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$288,555	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$4,948	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Government Grants	$401,629	GovernmentGrantsAmt
All Other Contributions	$787,986	AllOtherContributionsAmt
Noncash Contributions	$62,136	NoncashContributionsAmt
Total Contributions	$1,189,615	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PERFORMANCE FEES	711130	$466,697	$466,697
SUBSCRIPTION TICKET SA	711130	$381,522	$381,522
SINGLE TICKET SALES	711130	$339,286	$339,286

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,187,505	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$90,562	TotalRevenueColumnAmt
Exclusion	$90,562	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$558,459	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$583,230	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$24,771	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$24,771	TotalRevenueColumnAmt
Exclusion	-$24,771	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,442,911	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,187,505	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$65,791	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$285,646	TotalAmt
Program Services	$214,234	ProgramServicesAmt
Management And General	$28,565	ManagementAndGeneralAmt
Fundraising	$42,847	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,510,354	TotalAmt
Program Services	$1,490,654	ProgramServicesAmt
Fundraising	$19,700	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$119,166	TotalAmt
Program Services	$119,166	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$40,550	TotalAmt
Program Services	$32,625	ProgramServicesAmt
Management And General	$6,791	ManagementAndGeneralAmt
Fundraising	$1,134	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$202,909	TotalAmt
Program Services	$190,232	ProgramServicesAmt
Management And General	$7,042	ManagementAndGeneralAmt
Fundraising	$5,635	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$7,185	TotalAmt
Management And General	$7,185	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$49,032	TotalAmt
Management And General	$49,032	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$29,368	TotalAmt
Management And General	$29,368	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$248,572	TotalAmt
Program Services	$210,475	ProgramServicesAmt
Management And General	$38,097	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$264,644	TotalAmt
Program Services	$262,016	ProgramServicesAmt
Management And General	$1,608	ManagementAndGeneralAmt
Fundraising	$1,020	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$60,837	TotalAmt
Program Services	$8,855	ProgramServicesAmt
Management And General	$51,982	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$156,965	TotalAmt
Program Services	$75,014	ProgramServicesAmt
Management And General	$81,951	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$30,328	TotalAmt
Program Services	$27,665	ProgramServicesAmt
Management And General	$2,663	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$750	TotalAmt
Management And General	$750	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$36,164	TotalAmt
Program Services	$33,968	ProgramServicesAmt
Management And General	$2,196	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$38,511	TotalAmt
Program Services	$10,089	ProgramServicesAmt
Management And General	$28,422	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PRODUCTION EXPENSES	$378,406	$338,209	$40,197
BOX OFFICE/TICKET OFFIC	$55,237	$54,953	$284
DONOR CULTIVATION EXPEN	$45,957	$25,351		$20,606
EQUIPMENT RENTAL	$652		$652

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,561,233	TotalAmt
Program Services	$3,093,506	ProgramServicesAmt
Management And General	$376,785	ManagementAndGeneralAmt
Fundraising	$90,942	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,291	BOYAmt
EOY	$159,662	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$541,943	BOYAmt
EOY	$48,628	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$523,666	BOYAmt
EOY	$10,140	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$13,462	BOYAmt
EOY	$51,151	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$27,151	BOYAmt
EOY	$22,718	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$365,091	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$232,198	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$158,291	BOYAmt
EOY	$132,893	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$2,859,493	BOYAmt
EOY	$2,968,996	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,500	BOYAmt
EOY	$113,281	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,127,797	BOYAmt
EOY	$3,507,469	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$109,810	BOYAmt
EOY	$241,641	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$300,680	BOYAmt
EOY	$327,099	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$8,433	BOYAmt
EOY	$115,097	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$418,923	BOYAmt
EOY	$683,837	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,728,926	BOYAmt
EOY	$766,432	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,979,948	BOYAmt
EOY	$2,057,200	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,708,874	BOYAmt
EOY	$2,823,632	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,127,797	BOYAmt
EOY	$3,507,469	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,118,322	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$233,080	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$922,052	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,763,605	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,834,532	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,783,193	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,189,615	CurrentTaxYearAmt
Total	$8,492,997	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$922,052	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,763,605	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,834,532	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,783,193	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,189,615	CurrentTaxYearAmt
Total	$8,492,997	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$557,596	SubstantialContributorsTotAmt
Public Support Total170	$7,935,401	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$78,225	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$80,664	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$71,096	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$123,296	CurrentTaxYearMinus1YearAmt
Current Tax Year	$90,562	CurrentTaxYearAmt
Total	$443,843	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$8,936,840	TotalSupportAmt
Gross Receipts Rltd Activities	$5,267,357	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.88790	PublicSupportCY170Pct
Public Support PY170	0.83950	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,859,493	BeginningYearBalanceAmt
Investment Earnings Or Losses	$269,503	InvestmentEarningsOrLossesAmt
Other Expenditures	$587,796	OtherExpendituresAmt
End Year Balance	$2,541,200	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,261,974	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$302,481	InvestmentEarningsOrLossesAmt
Other Expenditures	$100,000	OtherExpendituresAmt
End Year Balance	$2,859,493	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,449,542	BeginningYearBalanceAmt
Contributions	$450,000	ContributionsAmt
Investment Earnings Or Losses	$482,432	InvestmentEarningsOrLossesAmt
Other Expenditures	$120,000	OtherExpendituresAmt
End Year Balance	$3,261,974	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,476,410	BeginningYearBalanceAmt
Investment Earnings Or Losses	$93,132	InvestmentEarningsOrLossesAmt
Other Expenditures	$120,000	OtherExpendituresAmt
End Year Balance	$2,449,542	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,472,263	BeginningYearBalanceAmt
Investment Earnings Or Losses	$104,147	InvestmentEarningsOrLossesAmt
Other Expenditures	$100,000	OtherExpendituresAmt
End Year Balance	$2,476,410	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.19679	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.80321	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$365,091	OtherCostOrOtherBasisAmt
Depreciation	$232,198	DepreciationAmt
Book Value	$132,893	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$132,893	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	LEASE LIABILITY	Desc
Amt	$115,097	Amt

Field	Value	IRS element (for citing)
Total Liability	$115,097	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$2,646,623	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$233,080	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$233,080	RevenueNotReportedAmt
Revenue Subtotal	$2,413,543	RevenueSubtotalAmt
Investment Expenses Not Incld	$29,368	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$29,368	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,442,911	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,531,865	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$3,531,865	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$29,368	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$29,368	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$3,561,233	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

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.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	ANDREW BALES	PersonNm
Title	GENERAL DIRECTOR (THRU 08/22)	TitleTxt
Base Compensation Filing Org	$173,000	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$0	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$173,000	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	JENNIFER WATKINS	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	WIFE OF GENERAL DIRECTOR ANDREW BALES	RelationshipDescriptionTxt
Transaction	$15,804	TransactionAmt
Transaction	EMPLOYMENT	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	4	ContributionCnt
Noncash Contributions Rpt F990	$53,009	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	MUSICAL INSTRUMENT	1	$7,328	FMV
Yes (X)	WINE DONATION	2	$1,800	FMV

Field	Value	IRS element (for citing)
Form8283 Received	3	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.