SYMPHONY SAN JOSE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SYMPHONY SAN JOSE (EIN 32-0083030)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-20
- IRS object ID
- 202141109349301749
- Schema version
- 2019v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-20T20:51:50-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 SILICON VALLEY | 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 | 2021-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 4082006400 | PhoneNum |
| Preparation | 2021-04-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $3,366,450 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SYMPHONYSILICONVALLEY.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 | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $922,052 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,763,605 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,997,992 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,077,471 | CYProgramServiceRevenueAmt |
| PY Investment Income | $78,370 | PYInvestmentIncomeAmt |
| CY Investment Income | $91,631 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,684 | PYOtherRevenueAmt |
| CY Other Revenue | $6,500 | CYOtherRevenueAmt |
| PY Total Revenue | $3,009,098 | PYTotalRevenueAmt |
| CY Total Revenue | $2,939,207 | 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 | $1,949,962 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,860,485 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $99,370 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,293,386 | PYOtherExpensesAmt |
| CY Other Expenses | $999,154 | CYOtherExpensesAmt |
| PY Total Expenses | $3,243,348 | PYTotalExpensesAmt |
| CY Total Expenses | $2,859,639 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$234,250 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $79,568 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,759,996 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,671,011 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $610,168 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $415,530 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,149,828 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,255,481 | 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 | $2,482,114 | ExpenseAmt |
| Revenue | $1,083,271 | RevenueAmt |
| Desc | SYMPHONY SILICON VALLEY ("THE SYMPHONY") JOINED MUCH OF THE NATION IN HALTING ALL ITS ACTIVITIES IN LATE FEBRUARY 2020 IN RESPONSE TO THE COVID-19 PANDEMIC. THE FIRST HALF OF THE 2019-20 SEASON WAS COMPLETED, HOWEVER, BEFORE THE FORCED CANCELLATION OF THE YEAR'S REMAINING PROGRAMS.FOUR OUT OF SEVEN CLASSICS PROGRAMS (NINE OF 15 PLANNED PERFORMANCES), FOR EXAMPLE, WERE PERFORMED BEFORE THE LOCKDOWN. THE TWO OPENING CONCERT SETS IN OCTOBER WERE HIGHLIGHTED BY A LOCAL PREMIERE (KODALY'S ENGAGING PEACOCK VARIATIONS) AND A LONG-AWAITED SSV COMMISSION BY WORLD MUSICIAN DAVID AMRAM. A DOUBLE CONCERTO FOR VIOLIN AND CELLO, IT WAS WRITTEN IN TRIBUTE TO SIX MUSICIANS WHO GREATLY INFLUENCED AMRAM'S OWN LIFE WORK, INCLUDING WOODY GUTHRIE, BILLIE HOLLIDAY, AND AFRO-CUBAN MASTER MACHITO GRILLO. THE SYMPHONY'S THIRD PROGRAM, IN DECEMBER, WAS ANCHORED BY KHACHATURIAN'S EXPRESSIVE PIANO CONCERTO PERFORMED TO AUDIENCE CHEERS BY FIERY ARMENIAN PIANIST NAREH ARGHMANYAN. SSV'S JANUARY SUBSCRIPTION PROGRAM WAS DESIGNED AS AN EXPERIMENT IN AUDIENCE-BUILDING, ADDRESSING BOTH CLASSICS LOVERS AND FANS OF SSV'S SUCCESSFUL FILMS-WITH-ORCHESTRA. A PROMISING NUMBER OF THOSE FANS JOINED THE CLASSICS AUDIENCE FOR THE FILM THE RED VIOLIN WITH SOLOIST LARA ST. JOHN LEADING THE FULL ORCHESTRA IN ITS FAMED SCORE. SSV'S NEXT CONCERT SEASON WILL REPEAT THE EXPERIMENT WITH THE FILM AMADEUS, IMMERSING AUDIENCES IN MOZART'S SHORT LIFE AND IMMORTAL MUSIC. SSV CONTINUES TO CULTIVATE ITS ROSTER OF OUTSTANDING GUEST CONDUCTORS. THE SEPTEMBER AND DECEMBER CONCERTS WERE LED BY MAESTROS CARLOS VIEU, A REGULAR GUEST FROM ARGENTINA, AND PIETRO RIZZO FROM ITALY IN HIS FIRST APPEARANCE WITH SSV. LATE OCTOBER FEATURED RENOWNED MAESTRA JOANN FALLETTA IN HER SECOND PROGRAM WITH SSV. (A THIRD WAS PLANNED FOR FY21). FALLETTA INTRODUCED LISTENERS TO THE WORK OF NOTED 20TH CENTURY COMPOSER NADIA BOULANGER; WHILE BRAHMS, RACHMANINOFF AND TCHAIKOVSKY COMPLETED THE THREE PROGRAMS.EACH YEAR SYMPHONY SILICON VALLEY'S FILM-WITH-ORCHESTRA SERIES ATTRACTS YOUNG, DIVERSE, AND EXUBERANT AUDIENCES TO POPULAR FILMS SHOWN ON OVER-SIZED SCREENS, WITH THEIR HIGH-PROFILE SCORES PERFORMED BY THE FULL SYMPHONY ORCHESTRA. THESE CONCERTS INTRODUCE THEIR AUDIENCES TO THE MAGIC OF LIVE ORCHESTRA PERFORMANCE IN A WELCOMING SETTING. THEY ARE EXTENDING SSV'S SERVICES DEEPER INTO THE COMMUNITY, WHILE EXPANDING EMPLOYMENT FOR THE SYMPHONY MUSICIANS.THREE HARRY POTTER FILMS WERE SCHEDULED FOR FY19-20, A FLOURISH TO CLOSE SSV'S PRESENTATION OF THE EIGHT-FILM SERIES. THE FINAL TWO OF THESE, PLANNED FOR LATE FEBRUARY AND APRIL, TELL A SINGLE CLIMACTIC STORY. LATE SALES HAD REPEATEDLY PEAKED FOR THE SIX EARLIER FILMS; BUT FEBRUARY SALES FOR THE UPCOMING CONCERTS DROPPED ABRUPTLY AS CONCERN ABOUT THE PANDEMIC SPREAD. THE CLOSING FILM OF THE HARRY POTTER SERIES WAS FINALLY POSTPONED FROM APRIL 2020 TO AN INDETERMINATE FUTURE DATE.BY OCTOBER 2019, ARTSPARK, SSV'S FREE AND LIVELY IN-THEATER EDUCATION CONCERT SERIES, WAS FULLY BOOKED FOR 4,000 FOURTH GRADERS. THE MAJORITY OF ITS PARTICIPATING SCHOOLS ARE TITLE ONE, WITH 70% OF THE STUDENTS ON FREE LUNCH PROGRAMS; AND AN ESSENTIAL ARTSPARK COMPONENT IS FREE BUSSING FOR EVERY CLASSROOM. IN COLLABORATION WITH THE COUNTY OFFICE OF EDUCATION, IN 2018-19 THE IN-CLASS MATERIALS WERE REDESIGNED TO INTEGRATE MUSIC MORE FULLY INTO THE FOURTH- GRADE CURRICULUM. THEY WERE AN IMMEDIATE SUCCESS, ENGAGING BOTH TEACHERS AND STUDENTS. IN 2019-20 THE CONCERTS AND SCHOOLS WERE AGAIN SCHEDULED FOR MID-SPRING, BUT WERE NECESSARILY CANCELLED BY COVID19.SYMPHONY SILICON VALLEY CHORALE OPENED ITS SEASON IN OCTOBER WITH A NEW MANDARIN-LANGUAGE ORATORIO PERFORMED IN COLLABORATION WITH GUEST SOLOISTS FROM CHINA AND A LOCAL UNIVERSITY ORCHESTRA. ITS POPULAR HOLIDAY CONCERT IN DECEMBER DREW ITS LARGEST-EVER COMMUNITY AUDIENCE. LATER IN THE YEAR, THE CHORALE WAS TO JOIN THE SSV ORCHESTRA IN VAUGHN WILLIAMS' MASSIVELY DRAMATIC SEA SYMPHONY. INSTEAD, THE SINGERS AND MAESTRA SHARKOVA 'GATHERED' FOR VIRTUAL SESSIONS THROUGHOUT THE REMAINING SEASON.IN ADDITION TO PERFORMANCE COLLABORATIONS, EVERY SEASON SSV PROVIDES OTHER COMMUNITY GROUPS REGULAR PRODUCTION SUPPORT IN ITS HEAVILY BOOKED HOME CONCERT HALL. FROM SHARING SYMPHONY THEATER DATES AND EQUIPMENT TO HIRING THEIR UNION LABOR ON SSV'S CONTRACTS, THESE SERVICES BENEFIT BOTH FELLOW COMMUNITY ARTISTS AND THEIR AUDIENCES. IN THE FIRST HALF OF 2019-20, PARTICIPANTS INCLUDED FOUR YOUTH ORCHESTRAS PERFORMING MULTIPLE CONCERTS; TWO CHOIRS; A NOTED LOCAL DANCE COMPANY; A CORPORATE EMPLOYEE EVENT; AND A WEEK-LONG SCHOOL MUSIC RECITAL. DURING THE CLOSURES THAT BEGAN IN MARCH 2020, THE SYMPHONY'S FIRST PRIORITY WAS TO REMAIN IN TOUCH WITH AND SUPPORT THE MUSICIANS. THANKS TO THE FEDERAL PAYROLL PROTECTION PROGRAM, IT WAS ULTIMATELY ABLE TO PAY THE ORCHESTRA MUSICIANS AND KEY THEATER STAFF WHAT THEY WOULD HAVE EARNED HAD SSV'S 2019-20 PERFORMANCE SEASON CONTINUED AS PLANNED. AFTER 2020-21'S HIATUS, THE SYMPHONY PLANS TO LAUNCH THE 2021-22 SEASON WITH A COMMUNITY-WIDE CELEBRATION: A LABOR DAY WEEKEND OF ALL-FREE OUTDOOR SUMMER CONCERTS PERFORMED IN COLLABORATION WITH OTHER LOCAL ARTISTS. A FULL PERFORMANCE SEASON IS THEN SET TO OPEN IN OCTOBER, CONTINGENT SOLELY ON THE STATUS OF THE PUBLIC'S HEALTH. | Desc |
| Total Program Service Expenses | $2,482,114 | 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 (12 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 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NANCY JOHNSON | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAURIE HUTH | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NICHOLAS ADAMS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIANNE SALAS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT KIEVE | |||||||
| TRUSTEE (THRU 5/24/20) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC MCGEEVER | |||||||
| TRUSTEE (THRU 6/25/20) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON FORD | |||||||
| TRUSTEE (START 7/1/19) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LLOYD SCHMIDT | |||||||
| TRUSTEE (START 8/15/19) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BUNNY LADEN | |||||||
| TRUSTEE (START 3/26/20) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW BALES | |||||||
| GENERAL DIRECTOR | 40.00 | Yes (X) | Yes (X) | $166,500 | $0 | $0 | |
| JENNIFER WATKINS | |||||||
| GENERAL MANAGER | 40.00 | $110,000 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $276,500 | 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 | $841,010 | GovernmentGrantsAmt |
| All Other Contributions | $922,595 | AllOtherContributionsAmt |
| Noncash Contributions | $43,147 | NoncashContributionsAmt |
| Total Contributions | $1,763,605 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SINGLE TICKET SALES | 711130 | $510,950 | $510,950 |
| SUBSCRIPTION TICKET SA | 711130 | $273,207 | $273,207 |
| PERFORMANCE FEES | 711130 | $262,953 | $262,953 |
| TICKET HANDLING FEES | 711300 | $30,361 | $30,361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,077,471 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,964 | TotalRevenueColumnAmt |
| Exclusion | $79,964 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $700 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $700 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $700 | TotalRevenueColumnAmt |
| Exclusion | $700 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $438,910 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $427,243 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,667 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,667 | TotalRevenueColumnAmt |
| Exclusion | $11,667 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,800 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,800 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,800 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,939,207 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,083,271 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $92,331 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,500 | TotalAmt |
| Program Services | $115,875 | ProgramServicesAmt |
| Management And General | $23,175 | ManagementAndGeneralAmt |
| Fundraising | $15,450 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,388,806 | TotalAmt |
| Program Services | $1,273,696 | ProgramServicesAmt |
| Management And General | $63,301 | ManagementAndGeneralAmt |
| Fundraising | $51,809 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,925 | TotalAmt |
| Program Services | $79,925 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,085 | TotalAmt |
| Program Services | $60,721 | ProgramServicesAmt |
| Management And General | $3,699 | ManagementAndGeneralAmt |
| Fundraising | $665 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,169 | TotalAmt |
| Program Services | $159,839 | ProgramServicesAmt |
| Management And General | $6,936 | ManagementAndGeneralAmt |
| Fundraising | $5,394 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,867 | TotalAmt |
| Program Services | $1,867 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,058 | TotalAmt |
| Management And General | $35,058 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,584 | TotalAmt |
| Management And General | $24,584 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,964 | TotalAmt |
| Program Services | $150,614 | ProgramServicesAmt |
| Management And General | $6,350 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,192 | TotalAmt |
| Program Services | $240,192 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,796 | TotalAmt |
| Management And General | $30,796 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,581 | TotalAmt |
| Program Services | $27,778 | ProgramServicesAmt |
| Management And General | $2,803 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,895 | TotalAmt |
| Program Services | $22,895 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,991 | TotalAmt |
| Program Services | $49,233 | ProgramServicesAmt |
| Management And General | $39,758 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,763 | TotalAmt |
| Program Services | $27,763 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,891 | TotalAmt |
| Management And General | $6,891 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,334 | TotalAmt |
| Program Services | $29,205 | ProgramServicesAmt |
| Management And General | $3,129 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,550 | TotalAmt |
| Program Services | $6,130 | ProgramServicesAmt |
| Management And General | $23,420 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| THEATER PRODUCTION EXPE | $213,291 | $213,291 | ||
| DONOR CULTIVATION/RECOG | $26,052 | $26,052 | ||
| BOX OFFICE - CREDIT CAR | $23,090 | $23,090 | ||
| NET BAD DEBT WRITE OFF | $8,255 | $8,255 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,859,639 | TotalAmt |
| Program Services | $2,482,114 | ProgramServicesAmt |
| Management And General | $278,155 | ManagementAndGeneralAmt |
| Fundraising | $99,370 | 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 | $78,111 | BOYAmt |
| EOY | $47,819 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,599 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,691 | BOYAmt |
| EOY | $38,860 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,245 | BOYAmt |
| EOY | $54,823 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $311,055 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $231,288 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,740 | BOYAmt |
| EOY | $79,767 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,476,410 | BOYAmt |
| EOY | $2,449,542 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,759,996 | BOYAmt |
| EOY | $2,671,011 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,978 | BOYAmt |
| EOY | $36,478 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $558,190 | BOYAmt |
| EOY | $379,052 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,168 | BOYAmt |
| EOY | $415,530 | 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 | $536,439 | BOYAmt |
| EOY | $666,316 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,613,389 | BOYAmt |
| EOY | $1,589,165 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,149,828 | BOYAmt |
| EOY | $2,255,481 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,759,996 | BOYAmt |
| EOY | $2,671,011 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $79,568 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $26,085 | 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 | $1,468,982 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,081,389 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,906,732 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $922,052 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,763,605 | CurrentTaxYearAmt |
| Total | $7,142,760 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,468,982 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,081,389 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,906,732 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $922,052 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,763,605 | CurrentTaxYearAmt |
| Total | $7,142,760 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,278,992 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,863,768 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,664 | CurrentTaxYearAmt |
| Total | $302,682 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,445,442 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,928,985 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72280 | 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 | $2,476,410 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $93,132 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $120,000 | OtherExpendituresAmt |
| End Year Balance | $2,449,542 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,304,202 | BeginningYearBalanceAmt |
| Contributions | $360,016 | ContributionsAmt |
| Investment Earnings Or Losses | $49,879 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,000 | OtherExpendituresAmt |
| End Year Balance | $1,649,097 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.35120 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.64880 | PrmnntEndowmentBalanceEOYPct |
| 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 | $244,238 | OtherCostOrOtherBasisAmt |
| Depreciation | $164,471 | DepreciationAmt |
| Book Value | $79,767 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,817 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,817 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $79,767 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,940,708 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $26,085 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $26,085 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,914,623 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $24,584 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $24,584 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,939,207 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,835,055 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,835,055 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $24,584 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $24,584 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,859,639 | 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, 2017 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE SYMPHONY'S CALIFORNIA RETURNS FOR THE TAX YEARS ENDED JUNE 30, 2016 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | $166,500 | 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 | $166,500 | 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 | $103,000 | TransactionAmt |
| Transaction | EMPLOYMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $43,147 | 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 OCTOBER 29, 2020. |
| 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 SINCE THE PRIOR YEAR. |
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