SYMPHONY SAN JOSE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: SYMPHONY SAN JOSE (EIN 32-0083030)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-13
IRS object ID: 202511339349304821
Schema version: 2023v6.0
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 G
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-13T12:12:01-05:00	ReturnTs
Tax Period End	2024-06-30	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 ADVISORY LLC	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	2023-07-01	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	CEO & EXECUTIVE ARTISTIC DIRECTOR	PersonTitleTxt
Phone	4082862600	PhoneNum
Signature	2025-05-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

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	2025-05-08	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	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	$2,971,298	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	6	VotingMembersGoverningBodyCnt
Voting Members Independent	6	VotingMembersIndependentCnt
Total Employee	473	TotalEmployeeCnt
Total Volunteers	75	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,189,615	PYContributionsGrantsAmt
CY Contributions Grants	$1,087,050	CYContributionsGrantsAmt
PY Program Service Revenue	$1,187,505	PYProgramServiceRevenueAmt
CY Program Service Revenue	$983,471	CYProgramServiceRevenueAmt
PY Investment Income	$65,791	PYInvestmentIncomeAmt
CY Investment Income	$100,275	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$1,574	CYOtherRevenueAmt
PY Total Revenue	$2,442,911	PYTotalRevenueAmt
CY Total Revenue	$2,172,370	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	$2,158,625	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,006,103	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$188,523	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,402,608	PYOtherExpensesAmt
CY Other Expenses	$868,537	CYOtherExpensesAmt
PY Total Expenses	$3,561,233	PYTotalExpensesAmt
CY Total Expenses	$2,874,640	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,118,322	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$702,270	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,507,469	TotalAssetsBOYAmt
Total Assets EOY	$3,304,964	TotalAssetsEOYAmt
Total Liabilities BOY	$683,837	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$766,886	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,823,632	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,538,078	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	Yes (1)	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,962,485	ExpenseAmt
Revenue	$773,445	RevenueAmt
Desc	CLASSICS CONCERTS - THE CORNERSTONE OF THE SYMPHONY'S ARTISTIC SEASON IS ITS 14-CONCERT CLASSICS SERIES. THIS PROGRAM SERVES APPROXIMATELY 12,000, 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 ARTISTS. THE EXECUTIVE ARTISTIC DIRECTOR DESIGNS EACH PROGRAM, DRAWING ON THE MASTERY OF THE ORCHESTRA, CONDUCTOR, AND SOLOIST, PROVIDING STIMULATING CONCERT EXPERIENCES TO AUDIENCES. CLASSICS PROGRAMS ACCOUNT FOR THE MAJORITY OF THE ORCHESTRA'S AND THEATER STAFF'S ANNUAL PAYROLL.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$305,384	ExpenseAmt
Revenue	$182,296	RevenueAmt
Desc	SPECIAL PRESENTATIONS - THE SYMPHONY'S NON-CLASSICS PERFORMANCES THIS YEAR INCLUDED TWO PERFORMANCES OF THE HOLIDAY POPS CONCERT CHRISTMAS AT THE CALIFORNIA, AS WELL AS TWO PERFORMANCES OF THE FILM WITH ORCHESTRA, E.T. - THE EXTRA-TERRESTRIAL, PERFORMED WITH THE MOVIE PROJECTED ON A GIANT SCREEN ABOVE THE ORCHESTRA. THESE CONCERTS ATTRACTED NEARLY 5,000 AUDIENCE MEMBERS, MANY OF WHOM WERE NEW.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$55,209	ExpenseAmt
Revenue	$27,730	RevenueAmt
Desc	CHORALE PROGRAMS - THESE CONCERTS FEATURE THE SYMPHONY SAN JOSE CHORALE AND INCLUDE AN ANNUAL FALL AND SPRING CONCERT IN LOCAL CHURCHES. APPROXIMATELY 1,000 PEOPLE ATTENDED.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$2,323,078	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	Yes (1)	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	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	36	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	473	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	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
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	6	GoverningBodyVotingMembersCnt
Independent Voting Member	6	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	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 CEO & EXECUTIVE ARTISTIC 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 (7 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
BUNNY LADEN
CHAIR	5.00	Yes (X)	Yes (X)	$0	$0	$0
NANCY JOHNSON
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
LLOYD SCHMIDT
TREASURER	5.00	Yes (X)	Yes (X)	$0	$0	$0
NICHOLAS ADAMS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
SHARYN BIRES
TRUSTEE	1.00	Yes (X)		$0	$0	$0
SARALYN WINSLOW
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ROBERT MASSEY
CEO & EXECUTIVE ARTISTIC DIRECTOR	40.00		Yes (X)	$182,525	$0	$13,180

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$182,525	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$13,180	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	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
Fundraising	$51,450	FundraisingAmt
Government Grants	$214,411	GovernmentGrantsAmt
All Other Contributions	$821,189	AllOtherContributionsAmt
Noncash Contributions	$47,249	NoncashContributionsAmt
Total Contributions	$1,087,050	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SINGLE TICKET SALES	711130	$475,776	$475,776
SUBSCRIPTION TICKET SA	711130	$380,089	$380,089
PERFORMANCE FEES	711130	$127,606	$127,606

Field	Value	IRS element (for citing)
Total Program Service Revenue	$983,471	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$93,583	TotalRevenueColumnAmt
Exclusion	$93,583	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$775,994	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$769,302	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$6,692	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,692	TotalRevenueColumnAmt
Exclusion	$6,692	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$31,200	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$51,450	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$29,626	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,574	TotalRevenueColumnAmt
Exclusion	$1,574	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,172,370	TotalRevenueColumnAmt
Related Or Exempt Func Income	$983,471	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$101,849	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$195,706	TotalAmt
Program Services	$146,779	ProgramServicesAmt
Management And General	$19,571	ManagementAndGeneralAmt
Fundraising	$29,356	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,658,094	TotalAmt
Program Services	$1,520,679	ProgramServicesAmt
Management And General	$25,492	ManagementAndGeneralAmt
Fundraising	$111,923	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$85,912	TotalAmt
Program Services	$85,912	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$23,067	TotalAmt
Program Services	$9,195	ProgramServicesAmt
Management And General	$13,225	ManagementAndGeneralAmt
Fundraising	$647	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$43,324	TotalAmt
Program Services	$30,055	ProgramServicesAmt
Management And General	$3,066	ManagementAndGeneralAmt
Fundraising	$10,203	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$963	TotalAmt
Management And General	$963	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$96,240	TotalAmt
Management And General	$96,240	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$18,408	TotalAmt
Management And General	$18,408	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$235,768	TotalAmt
Program Services	$197,727	ProgramServicesAmt
Management And General	$38,041	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$63,967	TotalAmt
Program Services	$2,971	ProgramServicesAmt
Management And General	$59,874	ManagementAndGeneralAmt
Fundraising	$1,122	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$99,276	TotalAmt
Program Services	$48,747	ProgramServicesAmt
Management And General	$50,529	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,633	TotalAmt
Program Services	$2,633	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$27,697	TotalAmt
Program Services	$25,202	ProgramServicesAmt
Management And General	$2,495	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$26,589	TotalAmt
Program Services	$7,244	ProgramServicesAmt
Management And General	$19,345	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PRODUCTION EXPENSES	$226,530	$188,060	$3,739	$34,731
BOX OFFICE/TICKET OFFIC	$70,466	$57,874	$12,051	$541

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,874,640	TotalAmt
Program Services	$2,323,078	ProgramServicesAmt
Management And General	$363,039	ManagementAndGeneralAmt
Fundraising	$188,523	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$159,662	BOYAmt
EOY	$193,355	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$48,628	BOYAmt
EOY	$9,191	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$10,140	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$51,151	BOYAmt
EOY	$6,222	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$22,718	BOYAmt
EOY	$63,051	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$365,091	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$259,895	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$132,893	BOYAmt
EOY	$105,196	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$2,968,996	BOYAmt
EOY	$2,871,238	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$113,281	BOYAmt
EOY	$56,711	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,507,469	BOYAmt
EOY	$3,304,964	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$241,641	BOYAmt
EOY	$97,547	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$327,099	BOYAmt
EOY	$414,247	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$195,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$115,097	BOYAmt
EOY	$60,092	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$683,837	BOYAmt
EOY	$766,886	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	$766,432	BOYAmt
EOY	$210,586	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,057,200	BOYAmt
EOY	$2,327,492	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,823,632	BOYAmt
EOY	$2,538,078	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,507,469	BOYAmt
EOY	$3,304,964	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$702,270	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$416,716	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	$1,763,605	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,834,532	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,783,193	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,189,615	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,087,050	CurrentTaxYearAmt
Total	$8,657,995	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,763,605	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,834,532	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,783,193	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,189,615	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,087,050	CurrentTaxYearAmt
Total	$8,657,995	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$506,644	SubstantialContributorsTotAmt
Public Support Total170	$8,151,351	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$80,664	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$71,096	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$123,296	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$90,562	CurrentTaxYearMinus1YearAmt
Current Tax Year	$93,583	CurrentTaxYearAmt
Total	$459,201	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$1,574	CurrentTaxYearAmt
Total	$1,574	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$9,118,770	TotalSupportAmt
Gross Receipts Rltd Activities	$4,242,152	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.89390	PublicSupportCY170Pct
Public Support PY170	0.88790	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	$2,541,200	BeginningYearBalanceAmt
Investment Earnings Or Losses	$495,038	InvestmentEarningsOrLossesAmt
Other Expenditures	$165,000	OtherExpendituresAmt
End Year Balance	$2,871,238	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.05155	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.83413	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.11432	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	$259,895	DepreciationAmt
Book Value	$105,196	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$105,196	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	LEASE LIABILITY	Desc
Amt	$60,092	Amt

Field	Value	IRS element (for citing)
Total Liability	$60,092	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$2,610,304	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$416,716	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$10,000	DonatedServicesAndUseFcltsAmt
Other Revenue	$29,626	OtherRevenueAmt
Revenue Not Reported	$456,342	RevenueNotReportedAmt
Revenue Subtotal	$2,153,962	RevenueSubtotalAmt
Investment Expenses Not Incld	$18,408	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$18,408	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,172,370	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$2,895,858	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$10,000	DonatedServicesUseFcltsAmt
Other Expenses Included	$29,626	OtherExpensesIncludedAmt
Expenses Not Reported	$39,626	ExpensesNotReportedAmt
Expenses Subtotal	$2,856,232	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$18,408	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$18,408	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,874,640	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 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:	THE SYMPHONY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING STATEMENTS. IN ADDITION, THE SYMPHONY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE. 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, 2021 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE SYMPHONY'S CALIFORNIA RETURNS FOR THE TAX YEARS ENDED JUNE 30, 2020 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	DIRECT FUNDRAISING EXPENSES NETTED AGAINST REVENUE 29,626.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	DIRECT FUNDRAISING EXPENSES NETTED AGAINST REVENUE 29,626.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	CINDERELLA BALL	Event1Nm
Gross Receipts Event1	$67,700	GrossReceiptsEvent1Amt
Charitable Contri Event1	$51,450	CharitableContriEvent1Amt
Gross Revenue Event1	$16,250	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$12,220	NonCashPrizesEvent1Amt
Food And Beverage Event1	$16,337	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$1,069	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$67,700	GrossReceiptsTotalAmt
Charitable Contributions Tot	$51,450	CharitableContributionsTotAmt
Gross Revenue Total Events	$16,250	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$12,220	NonCashPrizesTotalEventsAmt
Food And Beverage Total Events	$16,337	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$1,069	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$29,626	DirectExpenseSummaryEventsAmt
Net Income Summary	-$13,376	NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
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	ROBERT MASSEY	PersonNm
Title	CEO & EXECUTIVE ARTISTIC DIRECTOR	TitleTxt
Base Compensation Filing Org	$182,525	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	$13,180	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$195,705	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	5	ContributionCnt
Noncash Contributions Rpt F990	$47,249	NoncashContributionsRptF990Amt
Method Of Determining Revenues	PUBLICLY TRADED EXCHANGE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	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 (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 2	THIS YEAR SAW THE INAUGURAL HOLIDAY POPS PERFORMANCES.
FORM 990, PART VI, SECTION A, LINE 4	THE SYMPHONY SAN JOSE AMENDED AND RESTATED ITS BYLAWS THAT TOOK EFFECT ON 03/11/2024 TO REFLECT UPDATES IN THE ORGANIZATION'S NAME, GOVERNANCE PROCEDURES AND ORGANIZATIONAL STRUCTURE. UNDER THE NEW BYLAWS, THE DESIGNATION AND RELOCATION OF THE CORPORATION'S PRINCIPAL OFFICE IS NOW EXPRESSLY PLACED UNDER THE AUTHORITY OF THE BOARD OF DIRECTORS. WHILE THE PRIOR BYLAWS SPECIFIED A FIXED PRINCIPAL OFFICE LOCATION, THE UPDATED LANGUAGE ALLOWS THE BOARD TO CHANGE THIS LOCATION BY RESOLUTION AND ESTABLISH BRANCH OR SUBORDINATE OFFICES WHERE THE CORPORATION IS QUALIFIED TO DO BUSINESS. THE ORGANIZATION'S SPECIFIC PURPOSE WAS ALSO REFINED. THE PREVIOUS BYLAWS BROADLY OUTLINED A GENERAL PURPOSE ALIGNED WITH CHARITABLE ACTIVITIES. THE AMENDED VERSION NOW CLEARLY STATES THAT THE CORPORATION EXISTS TO PROMOTE AND PROVIDE SYMPHONIC MUSIC PERFORMANCES, EDUCATIONAL SERVICES ADVANCING THE MUSICAL PERFORMING ARTS, AND ARTS ADVOCACY PROGRAMS WITHIN SAN JOSE AND THE BROADER SOUTH SAN FRANCISCO BAY AREA. THE STRUCTURE OF THE BOARD OF DIRECTORS ALSO CHANGED. THE PREVIOUS BYLAWS ALLOWED FOR A MINIMUM OF FOUR (4) AND A MAXIMUM OF FORTY (40) DIRECTORS. UNDER THE NEW BYLAWS, THE AUTHORIZED NUMBER OF DIRECTORS IS NOW NOT FEWER THAN FIVE (5) AND NOT MORE THAN FIFTEEN (15), WITH THE EXACT NUMBER TO BE FIXED BY BOARD RESOLUTION. THIS MODIFICATION STREAMLINES THE BOARD'S SIZE FOR MORE EFFECTIVE GOVERNANCE AND OVERSIGHT. REVISIONS WERE ALSO MADE TO THE OFFICER POSITIONS WITHIN THE CORPORATION. PREVIOUSLY, THE OFFICER STRUCTURE MAY NOT HAVE INCLUDED ALL TITLES OR ROLES CURRENTLY REQUIRED FOR THE ORGANIZATION'S EFFECTIVE GOVERNANCE. THE AMENDED BYLAWS NOW IDENTIFY THE CORE OFFICERS AS THE CHAIRPERSON OF THE BOARD, VICE CHAIRPERSON OF THE BOARD, SECRETARY, TREASURER, AND CHIEF EXECUTIVE OFFICER. THEY ALSO AUTHORIZE THE BOARD TO APPOINT ADDITIONAL OFFICERS, SUCH AS VICE PRESIDENTS, ASSISTANT SECRETARIES, AND ASSISTANT TREASURERS, AS DEEMED NECESSARY. FURTHER GOVERNANCE UPDATES INCLUDE A MORE DETAILED NOMINATION AND ELECTION PROCESS. THE GOVERNANCE COMMITTEE SHALL NOMINATE CANDIDATES TO SERVE ON THE BOARD. DIRECTORS ARE ELECTED DURING THE BOARD'S ANNUAL MEETING TO SERVE STAGGERED THREE-YEAR TERMS, BEGINNING ON THE FOLLOWING JULY 1, WITH NO LIMITATION ON THE NUMBER OF CONSECUTIVE TERMS A DIRECTOR MAY SERVE. THE AMENDED BYLAWS NOW FORMALLY AUTHORIZE THE CREATION OF BOARD COMMITTEES TO ASSIST IN THE MANAGEMENT OF THE ORGANIZATION. THESE INCLUDE, BUT ARE NOT LIMITED TO, AN AUDIT COMMITTEE, FINANCE COMMITTEE, AND GOVERNANCE COMMITTEE. EACH COMMITTEE MUST CONSIST OF AT LEAST TWO DIRECTORS. THIS CHANGE INTRODUCES A MORE STRUCTURED APPROACH TO BOARD OPERATIONS AND OVERSIGHT RESPONSIBILITIES.
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 CEO 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 CEO'S BOARD FILES. BOARD MEMBERS ARE REQUIRED TO REPORT TO THE CEO 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 CEO 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 CEO'S PERSONNEL FILES. MOST RECENTLY, THE CEO'S COMPENSATIONS WERE REVIEWED IN JUNE 2024 AND JUNE 2023, IN CONNECTION WITH THE ANNUAL PERFORMANCE REVIEW.
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.