SAN FRANCISCO SYMPHONY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO SYMPHONY (EIN 94-1156284)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-07-15
- IRS object ID
- 202411979349300866
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-15T09:30:34-05:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE ST 13TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN FRANCISCO SYMPHONY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANF | BusinessNameControlTxt |
| Phone | 4155528000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAVIES SYMPHONY HALL 201 VAN NESS | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941024585 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA L CURRY | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4155528000 | PhoneNum |
| Signature | 2024-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SANDRA | PersonFirstNm |
| Person Last | CURRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | ERIN COUTURE | PreparerPersonNm |
| PTIN | P01390592 | PTIN |
| Phone | 6177237900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | PRISCILLA GEESLIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAVIES SYMPHONY HALL 201 VAN NESS | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941024585 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $272,811,044 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SFSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1910 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE AND SERVE AUDIENCES AND COMMUNITIES THROUGHOUT THE BAY AREA (CONTINUED ON SCH O) AND THE WORLD THROUGH THE POWER OF MUSICAL PERFORMANCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 52 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 52 | VotingMembersIndependentCnt |
| Total Employee | 941 | TotalEmployeeCnt |
| Total Volunteers | 1500 | TotalVolunteersCnt |
| Total Gross UBI | $562,469 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $459,094 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $41,116,094 | PYContributionsGrantsAmt |
| CY Contributions Grants | $41,073,575 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,292,836 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,818,871 | CYProgramServiceRevenueAmt |
| PY Investment Income | $85,076,703 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,560,430 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$492,523 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,346,475 | CYOtherRevenueAmt |
| PY Total Revenue | $144,993,110 | PYTotalRevenueAmt |
| CY Total Revenue | $71,106,401 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $47,058 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $49,072,346 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $51,093,979 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $177,074 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $380,300 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,572,950 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,418,794 | PYOtherExpensesAmt |
| CY Other Expenses | $29,405,070 | CYOtherExpensesAmt |
| PY Total Expenses | $73,688,214 | PYTotalExpensesAmt |
| CY Total Expenses | $80,926,407 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $71,304,896 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$9,820,006 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $376,736,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $397,244,131 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,976,919 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,593,327 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $357,759,088 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $375,650,804 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE SAN FRANCISCO SYMPHONY EXISTS TO INSPIRE AND SERVE AUDIENCES AND COMMUNITIES THROUGHOUT THE BAY AREA AND THE WORLD THROUGH THE POWER OF MUSICAL PERFORMANCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $58,283,152 | ExpenseAmt |
| Grant | $17,058 | GrantAmt |
| Revenue | $26,884,477 | RevenueAmt |
| Desc | THROUGH ITS ARTISTIC, EDUCATION, AND COMMUNITY PROGRAMS, THE SAN FRANCISCO SYMPHONY SERVES MORE THAN 400,000 BAY AREA RESIDENTS AND VISITOR OF EVERY ECONOMIC AND CUTURAL BACKGROUND IN OVER 200 CONCERTS THROUGHOUT THE YEAR. CONCERTS INCLUDE THE CLASSICAL SUBSCRIPTION SERIES, CHAMBER CONCERTS, GREAT PERFORMER SERIES, AND NEW ARTIST SPOTLIGHT SERIES. ADDITIONAL CONCERTS INCLUDE LIVE FILMS AND THREE INNOVATIVE SOUNDBOX SERIES. THE SYMPHONY ADDITIONALLY REACHES MILLIONS OF LISTENERS THROUGHOUT THE UNITED STATES AND ABROAD THROUGH RECORDING, DIGITAL PERFORMANCE, AND RADIO AND TELEVISION BROADCASTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,746,846 | ExpenseAmt |
| Grant | $30,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | IN PARTNERSHIP WITH THE SAN FRANCISCO UNIFIED SCHOOL DISTRICT, THE SAN FRANCISCO SYMPHONY PROVIDES COMPREHENSIVE MUSIC EDUCATION TO EVERY STUDENT IN GRADES 1-5 IN SAN FRANCISCO'S PUBLIC ELEMENTARY SCHOOLS THROUGH ADVENTURES IN MUSIC, AND SUPPORTS EVERY PUBLIC MIDDLE AND HIGH SCHOOL BAND AND ORCHESTRA PROGRAM THROUGH MUSIC AND MENTORS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $60,029,998 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | 0 | 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 | 239 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 941 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 52 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 52 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDI SANDERLIN CONTROLLER | PersonNm |
| Phone | 4155528000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAVIES SYMPHONY HALL 201 VAN NESS | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941024585 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (62 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| PRISCILLA B GEESLIN | |||||||||
| CHAIR | 30.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MATT COHLER | |||||||||
| VICE CHAIR | 8.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GAIL COVINGTON | |||||||||
| VICE CHAIR | 8.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TRINE SORENSEN | |||||||||
| VICE CHAIR | 8.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL PIERCE | |||||||||
| TREASURER | 8.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| F CURT KIRSCHNER | |||||||||
| SECRETARY | 8.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AIDA M ALVAREZ | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LYDIA I BEEBE | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID J BERGER | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF BHARKHDA | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAULA BLANK | |||||||||
| MEMBER, BOARD OF GOVERNORS | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL CASEY | |||||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEAN CASH | |||||||||
| MEMBER, BOARD OF GOVERNORS | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| IRIS CHAN | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LUCAS CHANG | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TIFFANY CHANG | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN S CHEN | |||||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN COOPERMAN | |||||||||
| MEMBER, BOARD OF GOVERNORS | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| A JOHN GAMBS | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELE BEIGEL CORASH | |||||||||
| MEMBER, BOARD OF GOVERNORS | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEROME DODSON | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY C FALVEY | |||||||||
| MEMBER, BOARD OF GOVERNORS | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SAKURAKO FISHER | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY A FRANCIS | |||||||||
| MEMBER, BOARD OF GOVERNORS | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GORDON P GETTY | |||||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN D GOLDMAN | |||||||||
| MEMBER, BOARD OF GOVERNORS | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEROME M GUILLEN | |||||||||
| MEMBER, BOARD OF GOVERNORS | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM HENRY | |||||||||
| MEMBER, BOARD OF GOVERNORS | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA LEE-HOFFMANN | |||||||||
| MEMBER, BOARD OF GOVERNORS | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ADITI IYER | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BASHEER JANJUA | |||||||||
| MEMBER, BOARD OF GOVERNORS | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK A JUNG | |||||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GRETCHEN KIMBALL | |||||||||
| MEMBER, BOARD OF GOVERNORS | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| METTA KRACH | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED LEVIN | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MAX LEVCHIN | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC X LI | |||||||||
| MEMBER, BOARD OF GOVERNORS | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC T MACAULAY | |||||||||
| MEMBER, BOARD OF GOVERNORS | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA MACIEIRA-KAUFMANN | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RAJ MATHAI | |||||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN MAY | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK MCCABE | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA MCCOY | |||||||||
| MEMBER, BOARD OF GOVERNORS | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT G ODONNELL THRU 1022 | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREA PALMER | |||||||||
| MEMBER, BOARD OF GOVERNORS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN PARAS | |||||||||
| MEMBER, BOARD OF GOVERNORS | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK C PERRY | |||||||||
| MEMBER, BOARD OF GOVERNORS | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA CALFEE-PICACHE | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SEKSOM SURIYAPA | |||||||||
| MEMBER, BOARD OF GOVERNORS | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT THOMPSON | |||||||||
| MEMBER, BOARD OF GOVERNORS | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT R TUFTS THRU 112022 | |||||||||
| MEMBER, BOARD OF GOVERNORS | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ISABEL VALDES | |||||||||
| MEMBER, BOARD OF GOVERNORS | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GE WANG | |||||||||
| MEMBER, BOARD OF GOVERNORS | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC WINNIFORD | |||||||||
| MEMBER, BOARD OF GOVERNORS | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW SPIVEY | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | Yes (X) | $453,648 | $0 | $32,603 | |||
| SANDRA CURRY | |||||||||
| CFO | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEXANDER BARANTSCHIK | |||||||||
| CONCERTMASTER | 40.00 | 0.00 | $507,943 | $0 | $57,624 | Yes (X) | |||
| SCOTT PINGEL | |||||||||
| PRINCIPAL BASS | 40.00 | 0.00 | $286,376 | $0 | $55,375 | Yes (X) | |||
| LEIGH BRAWER | |||||||||
| CHIEF PHILANTHROPY OFFICER | 40.00 | 0.00 | $285,591 | $0 | $18,222 | Yes (X) | |||
| EUGENE IZOTOV | |||||||||
| PRINCIPAL OBOE | 40.00 | 0.00 | $285,669 | $0 | $31,020 | Yes (X) | |||
| CAREY BELL | |||||||||
| PRINCIPAL CLARINET | 40.00 | 0.00 | $262,741 | $0 | $37,446 | Yes (X) | |||
| MARK HANSON | |||||||||
| FORMER CEO | 0.00 | 0.00 | $348,500 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,430,468 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $232,290 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 125 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KARAWANE INC | |||||
| 400 NORTH ROXBURY DRIVE | BEVERLY HILLS | CA | 90210 | MUSIC CONDUCTOR | $2,059,596 |
| BPM | |||||
| ONE CALIFORNIA STREET SUITE 2500 | SAN FRANCISCO | CA | 94111 | CONSULTING SERVICES | $1,231,118 |
| OPUS 3 ARTISTS | |||||
| 470 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | ARTIST AGENT | $730,243 |
| ICM PARTNERS | |||||
| 65 EAST 55TH STREET 12TH FLOOR | NEW YORK | NY | 10022 | ARTIST AGENT | $494,882 |
| CLIFTONLARSENALLEN LLP | |||||
| 60 SOUTH MARKET STREET SUITE 1550 | SAN JOSE | CA | 95113 | ACCOUNTING SERVICES | $346,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $45,445 | MembershipDuesAmt |
| Fundraising | $3,180,497 | FundraisingAmt |
| Government Grants | $2,427,176 | GovernmentGrantsAmt |
| All Other Contributions | $35,420,457 | AllOtherContributionsAmt |
| Noncash Contributions | $1,216,443 | NoncashContributionsAmt |
| Total Contributions | $41,073,575 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCERT & RELATED EVENTS | 711130 | $26,617,142 | $26,617,142 |
| VOLUNTEER COUNCIL | 711130 | $201,729 | $201,729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,818,871 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,091,515 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $547,136 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,544,379 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $196,357 | TotalRevenueColumnAmt |
| Exclusion | $196,357 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,333 | RealAmt |
| Personal | $13,899 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,333 | RealAmt |
| Personal | $13,899 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,232 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $15,333 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,899 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $198,369,041 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $198,900,126 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$531,085 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$531,085 | TotalRevenueColumnAmt |
| Exclusion | -$531,085 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $944,668 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,180,497 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,793,888 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,849,220 | TotalRevenueColumnAmt |
| Exclusion | -$1,849,220 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $76,235 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $10,629 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,606 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $65,606 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $211,550 | TotalRevenueColumnAmt |
| Exclusion | $211,550 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $211,550 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,106,401 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,884,477 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $562,469 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,585,880 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,058 | TotalAmt |
| Program Services | $47,058 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,451 | TotalAmt |
| Program Services | $119,490 | ProgramServicesAmt |
| Management And General | $298,726 | ManagementAndGeneralAmt |
| Fundraising | $179,235 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,500 | TotalAmt |
| Management And General | $209,100 | ManagementAndGeneralAmt |
| Fundraising | $139,400 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,388,043 | TotalAmt |
| Program Services | $33,367,114 | ProgramServicesAmt |
| Management And General | $2,179,538 | ManagementAndGeneralAmt |
| Fundraising | $3,841,391 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,432,558 | TotalAmt |
| Program Services | $1,047,057 | ProgramServicesAmt |
| Management And General | $230,463 | ManagementAndGeneralAmt |
| Fundraising | $155,038 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,540,490 | TotalAmt |
| Program Services | $4,780,442 | ProgramServicesAmt |
| Management And General | $1,052,203 | ManagementAndGeneralAmt |
| Fundraising | $707,845 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,786,937 | TotalAmt |
| Program Services | $2,036,972 | ProgramServicesAmt |
| Management And General | $448,349 | ManagementAndGeneralAmt |
| Fundraising | $301,616 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,131,351 | TotalAmt |
| Program Services | $565,380 | ProgramServicesAmt |
| Management And General | $2,037,021 | ManagementAndGeneralAmt |
| Fundraising | $528,950 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,109,626 | TotalAmt |
| Management And General | $1,109,626 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,999 | TotalAmt |
| Management And General | $281,999 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,480 | TotalAmt |
| Management And General | $38,480 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,300 | TotalAmt |
| Fundraising | $380,300 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $981,326 | TotalAmt |
| Program Services | $478,206 | ProgramServicesAmt |
| Management And General | $503,120 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,493,811 | TotalAmt |
| Program Services | $8,482,078 | ProgramServicesAmt |
| Management And General | $2,525,868 | ManagementAndGeneralAmt |
| Fundraising | $485,865 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,437,414 | TotalAmt |
| Program Services | $2,437,414 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $855,960 | TotalAmt |
| Program Services | $713,457 | ProgramServicesAmt |
| Management And General | $63,505 | ManagementAndGeneralAmt |
| Fundraising | $78,998 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,306 | TotalAmt |
| Program Services | $462,884 | ProgramServicesAmt |
| Management And General | $101,883 | ManagementAndGeneralAmt |
| Fundraising | $68,539 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,359 | TotalAmt |
| Program Services | $1,359 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,112,720 | TotalAmt |
| Program Services | $757,604 | ProgramServicesAmt |
| Management And General | $319,106 | ManagementAndGeneralAmt |
| Fundraising | $36,010 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,239,834 | TotalAmt |
| Program Services | $1,089,634 | ProgramServicesAmt |
| Management And General | $60,906 | ManagementAndGeneralAmt |
| Fundraising | $89,294 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,807 | TotalAmt |
| Management And General | $15,807 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,224 | TotalAmt |
| Management And General | $247,224 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,201 | TotalAmt |
| Program Services | $289,570 | ProgramServicesAmt |
| Management And General | $299,805 | ManagementAndGeneralAmt |
| Fundraising | $24,826 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,079 | TotalAmt |
| Program Services | $67,652 | ProgramServicesAmt |
| Management And General | $431,427 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LICENSES AND PERMITS | $940,227 | $712,379 | $161,274 | $66,574 |
| CREDIT CARD PROCESSING | $573,697 | $511,609 | $62,088 | |
| PRODUCTION SUPPLIES | $515,111 | $515,111 | ||
| PRINTING AND BROCHURES | $487,373 | $487,373 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,195,165 | TotalAmt |
| Program Services | $1,060,155 | ProgramServicesAmt |
| Management And General | $708,029 | ManagementAndGeneralAmt |
| Fundraising | $426,981 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,926,407 | TotalAmt |
| Program Services | $60,029,998 | ProgramServicesAmt |
| Management And General | $13,323,459 | ManagementAndGeneralAmt |
| Fundraising | $7,572,950 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,159,190 | BOYAmt |
| EOY | $8,486,572 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,324 | BOYAmt |
| EOY | $453,521 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,218,634 | BOYAmt |
| EOY | $5,131,474 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,912,054 | BOYAmt |
| EOY | $2,198,809 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,883,206 | BOYAmt |
| EOY | $2,838,733 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,664 | BOYAmt |
| EOY | $143,623 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,864,478 | BOYAmt |
| EOY | $1,972,629 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,440,583 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,140,244 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,026,373 | BOYAmt |
| EOY | $14,300,339 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,796,593 | BOYAmt |
| EOY | $57,400,116 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,657,735 | BOYAmt |
| EOY | $273,799,044 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,752,756 | BOYAmt |
| EOY | $30,519,271 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,736,007 | BOYAmt |
| EOY | $397,244,131 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,201,570 | BOYAmt |
| EOY | $9,516,592 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,913,262 | BOYAmt |
| EOY | $9,730,088 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,862,087 | BOYAmt |
| EOY | $2,346,647 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,976,919 | BOYAmt |
| EOY | $21,593,327 | 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 | $33,173,303 | BOYAmt |
| EOY | $47,397,503 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,585,785 | BOYAmt |
| EOY | $328,253,301 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,759,088 | BOYAmt |
| EOY | $375,650,804 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,736,007 | BOYAmt |
| EOY | $397,244,131 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$9,820,006 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $16,056,443 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $11,655,279 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $42,113,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,481,549 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,012,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,116,094 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,073,575 | CurrentTaxYearAmt |
| Total | $223,797,295 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,113,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,481,549 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,012,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,116,094 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,073,575 | CurrentTaxYearAmt |
| Total | $223,797,295 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $32,813,964 | SubstantialContributorsTotAmt |
| Public Support Total170 | $190,983,331 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,369,909 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,059,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,219,248 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,203,889 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,754,635 | CurrentTaxYearAmt |
| Total | $23,606,699 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,769 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $690,953 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $562,469 | CurrentTaxYearAmt |
| Total | $1,410,568 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $868,277 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $962,308 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $242,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $727,932 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,156,218 | CurrentTaxYearAmt |
| Total | $3,957,017 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $252,771,579 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $90,919,585 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79340 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING INCOME - 2018 AMOUNT: $ 836,561. 2019 AMOUNT: $ 903,481. 2020 AMOUNT: $ 224,115. 2021 AMOUNT: $ 321,603. 2022 AMOUNT: $ 944,668. MISCELLANEOUS INCOME - 2018 AMOUNT: $ 31,716. 2019 AMOUNT: $ 58,827. 2020 AMOUNT: $ 18,167. 2021 AMOUNT: $ 406,329. 2022 AMOUNT: $ 211,550. | ExplanationTxt |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $38,480 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $38,480 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $80,887,927 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $80,926,407 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $36,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $36,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $32,400 | CurrentYearMinus1Amt |
| Current Year | $38,480 | CurrentYearAmt |
| Total | $142,880 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | REPLICA FOR ANNUAL POSTER | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $326,079,621 | BeginningYearBalanceAmt |
| Contributions | $6,185,599 | ContributionsAmt |
| Investment Earnings Or Losses | $19,573,261 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,204,002 | OtherExpendituresAmt |
| End Year Balance | $333,634,479 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $364,492,063 | BeginningYearBalanceAmt |
| Contributions | $17,645,169 | ContributionsAmt |
| Investment Earnings Or Losses | -$40,918,560 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,139,051 | OtherExpendituresAmt |
| End Year Balance | $326,079,621 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $293,697,954 | BeginningYearBalanceAmt |
| Contributions | $8,555,472 | ContributionsAmt |
| Investment Earnings Or Losses | $75,404,113 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,165,476 | OtherExpendituresAmt |
| End Year Balance | $364,492,063 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $280,638,948 | BeginningYearBalanceAmt |
| Contributions | $2,976,252 | ContributionsAmt |
| Investment Earnings Or Losses | $26,260,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,177,246 | OtherExpendituresAmt |
| End Year Balance | $293,697,954 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $301,999,893 | BeginningYearBalanceAmt |
| Contributions | $785,026 | ContributionsAmt |
| Investment Earnings Or Losses | $4,104,155 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,250,126 | OtherExpendituresAmt |
| End Year Balance | $280,638,948 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94500 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,078,115 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,140,244 | DepreciationAmt |
| Book Value | $13,937,871 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $362,468 | OtherCostOrOtherBasisAmt |
| Book Value | $362,468 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,300,339 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS AND OTHERS | Desc |
| Book Value | $273,799,044 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $273,799,044 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| NET PENSION BENEFIT ASSETS | $12,128,461 |
| RIGHT-OF-USE ASSETS | $48,834 |
| ASSETS HELD IN SPLIT INTEREST AGREEMENTS | $4,388,512 |
| OTHER RECEIVABLES | $11,122,954 |
| OTHER ASSETS | $2,536,307 |
| 457(B) PLAN ASSETS | $294,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $30,519,271 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITES TO BENEFICIARY OF SPLIT INT. AGREEMENTS | $2,297,813 |
| LEASE LIABILITIES | $48,834 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,346,647 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $101,070,384 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $16,056,443 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $429,071 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $11,655,279 | OtherRevenueAmt |
| Revenue Not Reported | $28,140,793 | RevenueNotReportedAmt |
| Revenue Subtotal | $72,929,591 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $981,327 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$2,804,517 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,823,190 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $71,106,401 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $83,178,668 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $429,071 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $2,804,517 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,233,588 | ExpensesNotReportedAmt |
| Expenses Subtotal | $79,945,080 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $981,327 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $981,327 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $80,926,407 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE SYMPHONY MAINTAINS A COLLECTION OF FINE-STRINGED INSTRUMENTS THAT ARE USED BY ORCHESTRA MEMBERS TO ENHANCE THE SOUND AND PERFORMANCE OF ORCHESTRAL PIECES. THESE INSTRUMENTS ARE ON LOAN TO TENURED MUSICIANS. |
| PART V, LINE 4: | THE SYMPHONY'S ENDOWMENT PLAYS A VITAL ROLE IN PROVIDING THE FINANCIAL SUPPORT AND STABILITY THAT FURTHER THE SYMPHONY'S MISSION: TO INSPIRE AND SERVE AUDIENCES AND COMMUNITIES THROUGHOUT THE BAY AREA AND THE WORLD THROUGH THE POWER OF MUSICAL PERFORMANCE. |
| PART X, LINE 2: | THE SFS IS A NONPROFIT ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE STATE OF CALIFORNIA EQUIVALENT LEGISLATION AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON INCOME RELATED TO ITS TAX-EXEMPT PURPOSE. THE SFS EVALUATED ITS CURRENT TAX POSITIONS AND CONCLUDED THAT AS OF AUGUST 31, 2023 AND 2022, THE SFS DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. FOR STATE TAX PURPOSES, THE SFS IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. FOR FEDERAL TAX PURPOSES, THE SFS IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN PENSION BENEFIT LIABILITIES 11,655,279. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE -2,793,888. COST OF GOODS SOLD -10,629. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE 2,793,888. COST OF GOODS SOLD 10,629. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PASSIVE INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $26,144,886 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $26,144,886 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $26,144,886 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART I, LINE 3(F) | THE AMOUNT IN COLUMN (F) REPRESENTS THE FMV OF THE INVESTMENTS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTSMARKETING SERVICES | ||||||||||||
| 260 KING STREET EAST SUITE 500 | TORONTO | CA | M5A 4L5 | CONSULT & SOLICIT FOR TELEFUNDING | 0 | $219,896 | $108,319 | $111,577 | ||||
| AVALON CONSULTING GROUP | ||||||||||||
| INDIRECT MAIL CAMPAIGN | 0 | $0 | $271,981 | $0 | 2 MASSACHUSSETTS AVE NE UNIT 77818 | WASHINGTON | DC | 20002 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $219,896 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $380,300 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $111,577 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OPENING GALA | Event1Nm |
| Gross Receipts Event1 | $2,376,574 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,910,410 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $466,164 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $162,798 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $14,650 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $302,121 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $358,466 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,077,998 | OtherDirectExpensesEvent1Amt |
| Event2 | LUNAR NEW YEAR | Event2Nm |
| Gross Receipts Event2 | $940,019 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $771,528 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $168,491 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $8,230 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $169,535 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $57,471 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $180,767 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $808,572 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $498,559 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $310,013 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $3,500 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $33,635 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $79,931 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $42,501 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $302,285 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $4,125,165 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,180,497 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $944,668 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $166,298 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $56,515 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $551,587 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $458,438 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,561,050 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,793,888 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,849,220 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| BAYVIEW OPERA HOUSE | ||||||||||
| 4705 3RD STREET | SAN FRANCISCO | CA | 94124 | 943136172 | 501(C)(3) | $0 | $10,000 | ACTUAL COST | TICKETS | ENCOURAGE PARTICIPATION IN THE ARTS |
| OAKLAND SCHOOL FOR THE ARTS | ||||||||||
| 530 EIGHTEENTH STREET | OAKLAND | CA | 94612 | 680463892 | 501(C)(3) | $0 | $15,000 | ACTUAL COST | TICKETS | ENCOURAGE PARTICIPATION IN THE ARTS |
| OAKLAND SYMPHONY | ||||||||||
| 1440 BROADWAY SUITE 405 | OAKLAND | CA | 94612 | 943081554 | 501(C)(3) | $0 | $15,000 | ACTUAL COST | TICKETS | ENCOURAGE PARTICIPATION IN THE ARTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE SYMPHONY DONATES TICKETS TO VARIOUS ORGANIZATIONS, PREDOMINANTLY RELATED TO EDUCATION. SYMPHONY STAFF MEMBER(S) WORK DIRECTLY WITH THE SCHOOLS AND ATTEND CONCERTS TO PERSONALLY WELCOME THE TEACHERS AND STUDENTS WHO ARE ATTENDING THESE CONCERTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALEXANDER BARANTSCHIK | ||||||||||||||
| CONCERTMASTER | $422,301 | $0 | $85,254 | $0 | $388 | $0 | $43,413 | $0 | $14,211 | $0 | $565,567 | $0 | $0 | $0 |
| MATTHEW SPIVEY | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $446,398 | $0 | $0 | $0 | $7,250 | $0 | $7,625 | $0 | $24,978 | $0 | $486,251 | $0 | $0 | $0 |
| MARK HANSON | ||||||||||||||
| FORMER CEO | $0 | $0 | $0 | $0 | $348,500 | $0 | $0 | $0 | $0 | $0 | $348,500 | $0 | $0 | $0 |
| SCOTT PINGEL | ||||||||||||||
| PRINCIPAL BASS | $264,537 | $0 | $21,793 | $0 | $46 | $0 | $39,467 | $0 | $15,908 | $0 | $341,751 | $0 | $0 | $0 |
| EUGENE IZOTOV | ||||||||||||||
| PRINCIPAL OBOE | $246,932 | $0 | $38,691 | $0 | $46 | $0 | $15,787 | $0 | $15,233 | $0 | $316,689 | $0 | $0 | $0 |
| LEIGH BRAWER | ||||||||||||||
| CHIEF PHILANTHROPY OFFICER | $285,591 | $0 | $0 | $0 | $0 | $0 | $2,688 | $0 | $15,534 | $0 | $303,813 | $0 | $0 | $0 |
| CAREY BELL | ||||||||||||||
| PRINCIPAL CLARINET | $241,803 | $0 | $20,892 | $0 | $46 | $0 | $31,573 | $0 | $5,873 | $0 | $300,187 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | IN CONNECTION WITH THE EXECUTION OF HIS NEW CONTRACT CERTAIN LEGAL EXPENSES WERE PAID ON BEHALF OF THE CEO. THIS PAYMENT WAS CONSIDERED TAXABLE AND IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). |
| PART I, LINE 4A | DURING 2022, THE ORGANIZATION REPORTED A SEVERANCE PAYMENT INCLUDED ON SCHEDULE J, PART I, COLUMN B(III) FOR THE FORMER CEO. THIS INDIVIDUAL RECEIVED A SEVERANCE PAYMENT OF THE FOLLOWING: MARK HANSON: $348,500 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $6,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 43 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,001,513 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $179,531 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EVENT TICKETS | 239 | $27,999 | SALES PRICE |
| Yes (X) | PROD. SUPPLIES | 2 | $900 | SALES PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 15 | 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 | THE AMOUNT REPORTED ON SCHEDULE M, PART I, COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES TO BPM FOR CFO AND HR SERVICES. BPM WAS COMPENSATED $1,231,118 AS REPORTED IN PART VII, SECTION B OF THE FORM 990. OF THE TOTAL PAID TO BPM, $325,000 WAS FOR CFO SERVICES. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES TO BPM FOR CFO AND HR SERVICES. BPM WAS COMPENSATED $1,231,118 AS REPORTED IN PART VII, SECTION B OF THE FORM 990. OF THE TOTAL PAID TO BPM, $325,000 WAS PAID TO THE CFO FOR SERVICES. |
| FORM 990, PART VI, SECTION B, LINE 11B | ON BEHALF OF THE BOARD OF GOVERNORS, THE AUDIT COMMITTEE SHALL HAVE THE RESPONSIBILITY TO REVIEW THE SYMPHONY'S FORM 990 BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. THE COMMITTEE IS PROVIDED WITH A COMPLETE COPY OF THE FILING, INCLUDING ALL SUPPORTING SCHEDULES AND ATTACHMENTS. A MEETING OF THE AUDIT COMMITTEE (EITHER IN PERSON OR VIA ELECTRONIC MEANS) SHALL BE HELD TO REVIEW THE 990 FORM WITH MANAGEMENT AND/OR THE PREPARERS. ALL QUESTIONS, COMMENTS AND SUGGESTED REVISIONS SET FORTH BY THE AUDIT COMMITTEE WILL BE DOCUMENTED ALONG WITH THE RESPONSES, IF APPLICABLE, AND THE FILING UPDATED OR REVISED AS NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SYMPHONY'S CONFLICT OF INTEREST POLICY COVERS MEMBERS OF THE BOARD OF GOVERNORS AND THE EXECUTIVE LEADERSHIP TEAM. THE POLICY IS REVIEWED ANNUALLY BY THE AUDIT COMMITTEE. PER THE POLICY, EACH BOARD MEMBERS AND EXECUTIVE TEAM MEMBER COMPLETE AN ANNUAL DISCLOSURE FORM TO IDENTIFY EXISTING OR POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HUMAN RESOURCES COMMITTEE (COMMITTEE) OF THE BOARD OF GOVERNORS APPROVES THE COMPENSATION PACKAGE OF THE CHIEF EXECUTIVE OFFICER (CEO), THE MUSIC DIRECTOR, AND THE CHIEF FINANCIAL OFFICER (CFO). THE COMMITTEE MEETS ANNUAL TO REVIEW AND APPROVE THE COMPENSATION AND BENEFIT PACKAGES FOR THE CEO AND CFO. THE COMMITTEE RELIES ON COMPARABILITY DATA PREPARED BY AN OUTSIDE CONSULTANT FOR THE SAME OR SIMILAR POSITIONS FOR NON-PROFITS IN THE SAN FRANCISCO BAY AREA. SIMILARLY, THE COMMITTEE PROVIDES GUIDELINES FOR NEGOTIATION OF COLLECTIVE BARGAINING AGREEMENTS, INCLUDING THE TOTAL COST GUIDELINES DEVELOPED IN CONSULTATION WITH THE FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE REQUIRED ORGANIZATIONAL DOCUMENTS OF THE SYMPHONY ARE AVAILABLE (FOR INSPECTION AND COPYING) AT DAVIES SYMPHONY HALL DURING NORMAL BUSINESS HOURS AT NO CHARGE. THE PUBLIC DISCLOSURE COPY OF THE SYMPHONY'S FORM 990 AND AUDITED FINANCIAL REPORTS ARE AVAILABLE AT DAVIES SYMPHONY HALL DURING NORMAL BUSINESS HOURS FOR INSPECTION AND COPYING. WHEN RESPONDING TO A PUBLIC REQUEST FOR FINANCIAL STATEMENTS OR THE FORM 990, THE SYMPHONY WILL FULFILL SUCH A REQUEST WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST. IN ADDITION, THE FORM 990 IS AVAILABLE ON THE SYMPHONY'S WEBSITE AND THROUGH GUIDESTAR. |
| FORM 990, PART IX, LINE 11G | GUESTS ARTISTS AND CONDUCTORS: PROGRAM SERVICE EXPENSES 5,306,366. FUNDRAISING EXPENSES 192,658. TOTAL EXPENSES 5,499,024. CONSULTING: PROGRAM SERVICE EXPENSES 820,951. MANAGEMENT AND GENERAL EXPENSES 180,696. FUNDRAISING EXPENSES 121,559. TOTAL EXPENSES 1,123,206. MUSIC DIRECTOR: PROGRAM SERVICE EXPENSES 1,889,393. TOTAL EXPENSES 1,889,393. OTHER SERVICES: PROGRAM SERVICE EXPENSES 465,368. MANAGEMENT AND GENERAL EXPENSES 2,345,172. FUNDRAISING EXPENSES 171,648. TOTAL EXPENSES 2,982,188. |
| FORM 990, PART XI, LINE 9: | CHANGE IN PENSION BENEFIT LIABILITIES 11,655,279. |
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