SYMPHONY SAN JOSE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: SYMPHONY SAN JOSE (EIN 32-0083030)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-04-06
IRS object ID: 202220969349301602
Schema version: 2020v4.2
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-04-06T14:58:52-05:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	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 NO 160	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95113	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANDREW R BALES	PersonNm
Person Title	GENERAL DIRECTOR	PersonTitleTxt
Phone	4082862600	PhoneNum
Signature	2022-04-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ANDREW	PersonFirstNm
Person Last	BALES	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MATTHEW PETROSKI	PreparerPersonNm
PTIN	P00853132	PTIN
Phone	4082006400	PhoneNum
Preparation	2022-04-05	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

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

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Change	Yes (X)	NameChangeInd
Principal Officer	ANDREW R BALES	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	325 S 1ST STREET NO 160	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95113	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,277,512	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	9	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	245	TotalEmployeeCnt
Total Volunteers	8	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,763,605	PYContributionsGrantsAmt
CY Contributions Grants	$1,834,532	CYContributionsGrantsAmt
PY Program Service Revenue	$1,077,471	PYProgramServiceRevenueAmt
CY Program Service Revenue	$3,636	CYProgramServiceRevenueAmt
PY Investment Income	$91,631	PYInvestmentIncomeAmt
CY Investment Income	$77,208	CYInvestmentIncomeAmt
PY Other Revenue	$6,500	PYOtherRevenueAmt
CY Other Revenue	$10	CYOtherRevenueAmt
PY Total Revenue	$2,939,207	PYTotalRevenueAmt
CY Total Revenue	$1,915,386	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	$1,860,485	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$760,096	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$97,762	CYTotalFundraisingExpenseAmt
PY Other Expenses	$999,154	PYOtherExpensesAmt
CY Other Expenses	$261,241	CYOtherExpensesAmt
PY Total Expenses	$2,859,639	PYTotalExpensesAmt
CY Total Expenses	$1,021,337	CYTotalExpensesAmt
PY Revenues Less Expenses	$79,568	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$894,049	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,671,011	TotalAssetsBOYAmt
Total Assets EOY	$3,974,780	TotalAssetsEOYAmt
Total Liabilities BOY	$415,530	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$402,114	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,255,481	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,572,666	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROVIDE ORCHESTRAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS TO THE GREATER SILICON VALLEY REGION.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$630,189	ExpenseAmt
Revenue	$3,646	RevenueAmt
Desc	DURING 2020-21, WITH THE PANDEMIC AND ENSUING RESTRICTIONS IN FULL SWING, THE SYMPHONY PRODUCED NO CONCERTS OR OTHER MUSICAL ACTIVITIES WITH THE BRIEF EXCEPTION OF ONLINE DISCUSSIONS. THE 2020-21 SEASON HAD BEEN PROGRAMMED AND ANNOUNCED THE PREVIOUS SPRING - MUSIC SELECTED, CONDUCTORS AND SOLOISTS COMMITTED, BROCHURES MAILED - IN PREPARATION FOR COVID 19'S HOPED-FOR SUBSIDENCE. RENEWALS CONTINUED TO ARRIVE UNTIL EXTENSION OF THE SHUT-DOWN BECAME CLEAR AND THE SEASON WAS CANCELED.2020-21 WAS THEN FOCUSED ON SEVERAL PRIORITIES:1. KEEPING IN CLOSE TOUCH WITH THE SYMPHONY'S LAID OFF MUSICIANS (74 PLUS REGULAR SUBSTITUTES) AND FOUR STAFF MEMBERS. ALTHOUGH SOME MUSICIANS RETIRED, MOST REMAINED CLOSELY CONNECTED. NEGOTIATIONS WITH BOTH THE USHERS AND THE STAGEHANDS UNIONS PRODUCED FULL NEW CONTRACTS, WHILE THE MUSICIANS UNION AGREED TO A YEAR'S CONTRACT EXTENSION.2. APPLYING FOR, MANAGING, AND REPORTING ON A RANGE OF RELIEF GRANTS (FEDERAL, STATE, AND LOCAL) THAT ALLOWED THE SYMPHONY TO PUT THE MUSICIANS, PLUS A FEW STAFF AND THEATER WORKERS, INTERMITTENTLY BACK ON PAYROLL.3. COMMUNICATING WITH SUBSCRIBERS, MAJOR DONORS, THE BOARD OF TRUSTEES (THE "BOARD"), AND THE SYMPHONY FIELD. THE SYMPHONY DID NOT MOUNT VIRTUAL ORCHESTRA CONCERTS IN 2020-21 SINCE COUNTY VENUE LIMITS PRECLUDED THE ASSEMBLING OF MID-SIZE PERFORMING ENSEMBLES. MANY SYMPHONY MUSICIANS HOWEVER PERFORMED VIRTUALLY, EITHER SOLO OR IN SMALL GROUPS. THE SYMPHONY ALSO SECURED SPONSORS FOR TWO LATE SUMMER CONCERT SETS, ADVANCING THE NEXT SEASON'S OPENING DATE. RELATIONSHIPS ESSENTIAL TO A NEW SEASON AND BEYOND REMAINED INTACT.4. RENEWING AND UPDATING PLANS AND COMMITMENTS FOR THE NEXT (2021-22) SEASON OF PERFORMANCES AND RESHAPING SOME, PARTICULARLY IN RESPONSE TO THE GROWING RECOGNITION OF STRUCTURAL RACISM. THE ORIGINAL SEASON WAS DESIGNED FOR IMPACT: BEETHOVEN'S BIRTHDAY, OUT-SCALE CHORALE WORKS, A JAZZ BASED PROGRAM, FAMED SOLOISTS, AND MORE. MUCH WAS RETAINED, PLEASING THE HUNDREDS WHO HAD BOUGHT THE TICKETS FOR CONCERTS NEVER YET PERFORMED.5. PIVOTING THE SEASON OPENING AND CLOSING PROGRAMS, HOWEVER, IN NEW DIRECTIONS. THE YEAR'S FIRST CONCERTS WOULD NOW FEATURE WITH THE WORLD PREMIERE MENTIONED ABOVE, BY NOTED MEXICAN COMPOSER GABRIELA ORTIZ ON THE THEME OF EL CAMINO REAL, THE LINK BETWEEN MEXICAN AND COLONIAL/AMERICAN CALIFORNIA. TO CONDUCT, MAESTRA JOANNE FALLETTA WOULD MAKE HER THIRD APPEARANCE WITH SYMPHONY SILICON VALLEY. BEETHOVEN'S SEVENTH WOULD STILL CONCLUDE SYMPHONY'S SEASON. THE THREE WORKS FRAMING IT, HOWEVER, WERE SHIFTED TO FEATURE A PIANO CONCERTO BY FLORENCE PRICE, FIRST AFRICAN AMERICAN WOMAN RECOGNIZED AS A SYMPHONY COMPOSER; A WORK BY GIFTED YOUNG AFRICAN AMERICAN ARTIST QUINN MASON; AND A 17TH CENTURY HARPSICHORD CLASSIC ORCHESTRATED BY MEXICAN CONDUCTOR/COMPOSER CESAR CHAVEZ.6. FOR YEARS, THE SYMPHONY HAS OBSERVED ITS YOUNGER AUDIENCE MEMBERS' ABSORBED RESPONSE TO HIGHLY VISUAL FILM WITH ORCHESTRA PROGRAMS. IN 2020-21 THE SYMPHONY TOOK ADVANTAGE OF THE PROLONGED BREAK TO RESEARCH, DESIGN AND INSTALL A SOPHISTICATED IMAG (IMAGE MAGNIFIER) SYSTEM IN THE CALIFORNIA THEATRE, IN PART TO INCREASE APPEAL TO THESE LISTENERS. CLOSE-UP IMAGES OF THE MUSICIANS AS THEY PERFORM WILL PROJECT ON TWO SCREENS ON THE SIDES OF THE HALL, ENABLING LISTENERS TO CHOOSE THEIR PREFERRED MIX OF TRADITIONAL AND MULTI-SOURCE AUDIO-VISUAL EXPERIENCE. THE SCREENS WILL BE INTRODUCED IN FALL 2021. SYMPHONY SILICON VALLEY'S ALSO REPLACED THE ORCHESTRA'S 30-YEAR-OLD MUSIC CHAIRS AND STANDS WITH BADLY NEEDED NEW EQUIPMENT, READY FOR A NEW LAUNCH IN 2021-22.IN SUMMARY, THE SYMPHONY'S 2020-21 PROGRAM SERVICES SHIFTED THEIR EMPHASIS TO ASSISTING ITS UNEMPLOYED MUSICIANS AND THEATER WORKERS, ATTENDING TO LAID-OFF STAFF, MAINTAINING CONTACT WITH CUSTOMERS AND DONORS, SHAPING A NEW 2021-22 SEASON PLAN AND RESECURING ITS CONDUCTORS AND GUEST SOLOISTS, DEVELOPING A PROMISING IN-THEATER INNOVATION, SUBMITTING SUBSTANTIAL GOVERNMENT GRANT APPLICATIONS, ADMINISTERING AND REPORTING ON THE RESULTS, AND OVERALL, LIKE SO MANY, WORKING TO MAINTAIN AN INSTITUTIONAL FUTURE IN THE FACE OF EVOLVING CHALLENGES.	Desc
Total Program Service Expenses	$630,189	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	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	12	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	245	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
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	9	GoverningBodyVotingMembersCnt
Independent Voting Member	8	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JENNIFER WATKINS	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 (11 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
RICHARD CONNIFF
CHAIR	5.00	Yes (X)	Yes (X)	$0	$0	$0
NANCY JOHNSON
SECRETARY	2.00	Yes (X)	Yes (X)	$0	$0	$0
LAURIE HUTH
TREASURER	3.00	Yes (X)	Yes (X)	$0	$0	$0
NICHOLAS ADAMS
TRUSTEE	2.00	Yes (X)		$0	$0	$0
JASON FORD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ASHLEY BRUNI
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LLOYD SCHMIDT
TRUSTEE	2.00	Yes (X)		$0	$0	$0
BUNNY LADEN
TRUSTEE	4.00	Yes (X)		$0	$0	$0
MARIANNE SALAS
TRUSTEE (LEFT 10/20)	1.00	Yes (X)		$0	$0	$0
ANDREW BALES
GENERAL DIRECTOR	60.00	Yes (X)	Yes (X)	$154,000	$0	$0
JENNIFER WATKINS
GENERAL MANAGER	40.00			$103,000	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$257,000	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Government Grants	$553,918	GovernmentGrantsAmt
All Other Contributions	$1,280,614	AllOtherContributionsAmt
Noncash Contributions	$60,231	NoncashContributionsAmt
Total Contributions	$1,834,532	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PERFORMANCE FEES	711130	$1,968	$1,968
TICKET HANDLING FEES	711300	$1,668	$1,668

Field	Value	IRS element (for citing)
Total Program Service Revenue	$3,636	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$71,096	TotalRevenueColumnAmt
Exclusion	$71,096	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$368,238	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$351,649	SecuritiesAmt
Other	$10,477	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$16,589	SecuritiesAmt
Other	-$10,477	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,112	TotalRevenueColumnAmt
Exclusion	$6,112	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISC INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$10	TotalRevenueColumnAmt
Related Or Exempt Func Income	$10	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$10	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,915,386	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,646	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$77,208	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$154,500	TotalAmt
Program Services	$69,525	ProgramServicesAmt
Management And General	$30,900	ManagementAndGeneralAmt
Fundraising	$54,075	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$489,880	TotalAmt
Program Services	$377,622	ProgramServicesAmt
Management And General	$84,757	ManagementAndGeneralAmt
Fundraising	$27,501	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$47,574	TotalAmt
Program Services	$34,409	ProgramServicesAmt
Management And General	$7,720	ManagementAndGeneralAmt
Fundraising	$5,445	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$68,142	TotalAmt
Program Services	$52,214	ProgramServicesAmt
Management And General	$9,340	ManagementAndGeneralAmt
Fundraising	$6,588	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$1,375	TotalAmt
Management And General	$1,375	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$43,882	TotalAmt
Management And General	$43,882	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$28,389	TotalAmt
Management And General	$28,389	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$11,013	TotalAmt
Program Services	$10,359	ProgramServicesAmt
Management And General	$654	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$25,096	TotalAmt
Program Services	$25,096	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,913	TotalAmt
Management And General	$11,913	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$6,105	TotalAmt
Program Services	$6,105	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$51,102	TotalAmt
Management And General	$51,102	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,373	TotalAmt
Fundraising	$2,373	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$946	TotalAmt
Management And General	$946	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$19,932	TotalAmt
Program Services	$16,372	ProgramServicesAmt
Management And General	$1,780	ManagementAndGeneralAmt
Fundraising	$1,780	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$30,314	TotalAmt
Program Services	$9,686	ProgramServicesAmt
Management And General	$20,628	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
BOX OFFICE/TICKET OFFIC	$26,116	$26,116
MISCELLANEOUS PRODUCTIO	$2,685	$2,685

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,021,337	TotalAmt
Program Services	$630,189	ProgramServicesAmt
Management And General	$293,386	ManagementAndGeneralAmt
Fundraising	$97,762	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$200	BOYAmt
EOY	$200	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$47,819	BOYAmt
EOY	$587,241	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$38,860	BOYAmt
EOY	$17,072	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$54,823	BOYAmt
EOY	$58,935	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$285,525	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$236,167	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$79,767	BOYAmt
EOY	$49,358	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$2,449,542	BOYAmt
EOY	$3,261,974	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,671,011	BOYAmt
EOY	$3,974,780	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$36,478	BOYAmt
EOY	$38,104	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$379,052	BOYAmt
EOY	$364,010	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$415,530	BOYAmt
EOY	$402,114	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	$666,316	BOYAmt
EOY	$1,279,973	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,589,165	BOYAmt
EOY	$2,292,693	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,255,481	BOYAmt
EOY	$3,572,666	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,671,011	BOYAmt
EOY	$3,974,780	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$894,049	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$423,136	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
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	$1,081,389	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,906,732	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$922,052	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,763,605	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,834,532	CurrentTaxYearAmt
Total	$7,508,310	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,081,389	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,906,732	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$922,052	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,763,605	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,834,532	CurrentTaxYearAmt
Total	$7,508,310	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,423,189	SubstantialContributorsTotAmt
Public Support Total170	$6,085,121	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$45,140	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$54,600	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$78,225	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$80,664	CurrentTaxYearMinus1YearAmt
Current Tax Year	$71,096	CurrentTaxYearAmt
Total	$329,725	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$7,838,035	TotalSupportAmt
Gross Receipts Rltd Activities	$9,083,975	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.77640	PublicSupportCY170Pct
Public Support PY170	0.78760	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	$2,449,542	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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,647,067	BeginningYearBalanceAmt
Contributions	$850,000	ContributionsAmt
Investment Earnings Or Losses	$50,196	InvestmentEarningsOrLossesAmt
Other Expenditures	$75,000	OtherExpendituresAmt
End Year Balance	$2,472,263	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,649,097	BeginningYearBalanceAmt
Investment Earnings Or Losses	$62,970	InvestmentEarningsOrLossesAmt
Other Expenditures	$65,000	OtherExpendituresAmt
End Year Balance	$1,647,067	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.30328	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.62573	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.07099	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	$217,105	OtherCostOrOtherBasisAmt
Depreciation	$169,922	DepreciationAmt
Book Value	$47,183	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$68,420	OtherCostOrOtherBasisAmt
Depreciation	$66,245	DepreciationAmt
Book Value	$2,175	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$49,358	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$2,310,133	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$423,136	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$423,136	RevenueNotReportedAmt
Revenue Subtotal	$1,886,997	RevenueSubtotalAmt
Investment Expenses Not Incld	$28,389	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$28,389	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,915,386	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$992,948	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$992,948	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$28,389	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$28,389	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,021,337	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

THE SYMPHONY NEEDS THE LIQUIDITY TO BE ABLE TO DRAW APPROXIMATELY 5% OF THE PRINCIPAL ANNUALLY TO SUPPLEMENT THE OPERATING BUDGET. THE GOAL OF THE SPENDING POLICY IS TO APPLY A DISCIPLINED AND REASONED APPROACH TO MOVING MONEY FROM THE ENDOWMENT FUND TO ITS BENEFICIARY ON A PREDICTABLE, CONSISTENT BASIS. THE CURRENT SPENDING POLICY IS BASED ON THE PAYOUT RATE MULTIPLIED BY THE AVERAGE MARKET VALUE OF THE FUND OVER THE PREVIOUS 12 QUARTERS. A 2-7% RANGE WILL BE IN PLACE TO ALLOW FOR BOARD DISCRETION DURING PARTICULARLY VOLATILE PERIODS. NOTWITHSTANDING THESE SPENDING PARAMETERS, THE ORIGINAL CORPUS SHALL NOT BE INVADED EXCEPT AS PROVIDED WITHIN THE SPECIFIC DONOR TERMS FOR THE $1 MILLION GIFT AS DESCRIBED ABOVE. ANY CHANGES TO THE ENDOWMENT'S SPENDING POLICY SHALL BE RECOMMENDED BY THE INVESTMENT COMMITTEE AND/OR INVESTMENT ADVISORS, WITH ULTIMATE APPROVAL BY THE BOARD OF TRUSTEES.

PART X, LINE 2:

GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE SYMPHONY IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION. THE SYMPHONY FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATE OF CALIFORNIA. THE SYMPHONY'S FEDERAL RETURNS FOR THE TAX YEARS ENDED JUNE 30, 2018 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE SYMPHONY'S CALIFORNIA RETURNS FOR THE TAX YEARS ENDED JUNE 30, 2017 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	ANDREW BALES	PersonNm
Title	GENERAL DIRECTOR	TitleTxt
Base Compensation Filing Org	$154,000	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$0	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$154,000	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

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

Field	Value	IRS element (for citing)
Relationship Description	WIFE OF GENERAL DIRECTOR	RelationshipDescriptionTxt
Transaction	$102,208	TransactionAmt
Transaction	EMPLOYMENT	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	7	ContributionCnt
Noncash Contributions Rpt F990	$60,231	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	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 REFLECTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS SCANNED AND E-MAILED TO EACH TRUSTEE ON RECEIPT. A HARD COPY IS ALSO DELIVERED TO THE FINANCE COMMITTEE MEMBERS, BY HAND OR FEDERAL EXPRESS, TO ENSURE RECEIPT. A REVIEW OF THE RETURN IS SCHEDULED WITH FINANCE COMMITTEE MEMBERS AND KEY STAFF (GENERAL DIRECTOR, GENERAL MANAGER) BEFORE THE TAX RETURN IS FILED; THE REVIEW MAY BE CONDUCTED BY CONFERENCE CALL. ALL BOARD MEMBERS ARE ENCOURAGED TO JOIN IN AND RAISE QUESTIONS. ANY ISSUES BROUGHT UP AT THAT MEETING AND THEIR RESOLUTION ARE REPORTED TO THE FULL BOARD DURING DISCUSSION OF THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12C	THE SYMPHONY'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO THE BOARD MEMBERS ONCE EACH YEAR, OR WHEN THEY JOIN THE BOARD IF THEY HAVE MISSED THE ANNUAL DISTRIBUTION, AND A SIGNED COPY IS COLLECTED FROM EACH MEMBER, WHICH IS KEPT IN THE GENERAL MANAGER'S BOARD FILES. BOARD MEMBERS ARE REQUIRED TO REPORT TO THE GENERAL MANAGER ANY ACTIVITY OR RELATIONSHIP THAT MIGHT CONSTITUTE OR GIVE RISE TO A CONFLICT AS DEFINED BY THE POLICY. ANY SUCH ACTIVITY OR RELATIONSHIP IS SUBSEQUENTLY REPORTED TO AND REVIEWED EITHER BY THE AUDIT COMMITTEE (WHICH CURRENTLY SERVES AS OUR PERSONNEL COMMITTEE FOR ANY UNRESOLVED GRIEVANCES), OR BY THE FULL BOARD.
FORM 990, PART VI, SECTION B, LINE 15A	THE COMPENSATION OF THE GENERAL DIRECTOR IS DETERMINED BY AN AD HOC BOARD COMMITTEE MADE UP OF THE BOARD CHAIR AND OTHER BOARD MEMBERS. THE COMMITTEE REVIEWS EXECUTIVE COMPENSATION USING GUIDESTAR, AND 990S FROM COMPARABLE NONPROFITS, TAKING INTO ACCOUNT THE COMPARABLE MARKET RATES IN THE LOCAL GEOGRAPHIC AREA. THE COMPENSATION IS VOTED ON AND APPROVED AT THE BOARD MEETING IN CLOSED SESSION; THE PROCESS IS RECORDED IN THE MINUTES, AND A MEMO NOTATING THE RESULTS IS INCLUDED IN THE GENERAL DIRECTOR'S PERSONNEL FILES. MOST RECENTLY, THE GENERAL DIRECTOR'S COMPENSATIONS WERE REVIEWED IN JANUARY 2022.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C	THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.