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

FieldValueIRS element (for citing)
Return2021-04-20T20:51:50-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 W SAN FERNANDO ST STE 500AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95113ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN320083030EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SYMPHONY SILICON VALLEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSYMPBusinessNameControlTxt
Phone4082862600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1325 S 1ST STREET NO 160AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95113ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW R BALESPersonNm
Person TitleGENERAL DIRECTORPersonTitleTxt
Phone4082862600PhoneNum
Signature2021-04-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW PETROSKIPreparerPersonNm
PTINP00853132PTIN
Phone4082006400PhoneNum
Preparation2021-04-16PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANDREW R BALESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1325 S 1ST STREET NO 160AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95113ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,366,450GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SYMPHONYSILICONVALLEY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE ORCHESTRAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee245TotalEmployeeCnt
Total Volunteers80TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$922,052PYContributionsGrantsAmt
CY Contributions Grants$1,763,605CYContributionsGrantsAmt
PY Program Service Revenue$1,997,992PYProgramServiceRevenueAmt
CY Program Service Revenue$1,077,471CYProgramServiceRevenueAmt
PY Investment Income$78,370PYInvestmentIncomeAmt
CY Investment Income$91,631CYInvestmentIncomeAmt
PY Other Revenue$10,684PYOtherRevenueAmt
CY Other Revenue$6,500CYOtherRevenueAmt
PY Total Revenue$3,009,098PYTotalRevenueAmt
CY Total Revenue$2,939,207CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,949,962PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,860,485CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$99,370CYTotalFundraisingExpenseAmt
PY Other Expenses$1,293,386PYOtherExpensesAmt
CY Other Expenses$999,154CYOtherExpensesAmt
PY Total Expenses$3,243,348PYTotalExpensesAmt
CY Total Expenses$2,859,639CYTotalExpensesAmt
PY Revenues Less Expenses-$234,250PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$79,568CYRevenuesLessExpensesAmt
Total Assets BOY$2,759,996TotalAssetsBOYAmt
Total Assets EOY$2,671,011TotalAssetsEOYAmt
Total Liabilities BOY$610,168TotalLiabilitiesBOYAmt
Total Liabilities EOY$415,530TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,149,828NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,255,481NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE ORCHESTRAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS TO THE GREATER SILICON VALLEY REGION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,482,114ExpenseAmt
Revenue$1,083,271RevenueAmt
DescSYMPHONY 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$2,482,114TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee245EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JENNIFER WATKINSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4082862600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1325 SOUTH FIRST STREET SUITE 160AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95113ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
RICHARD CONNIFF
CHAIR2.00Yes (X)Yes (X)$0$0$0
NANCY JOHNSON
SECRETARY2.00Yes (X)Yes (X)$0$0$0
LAURIE HUTH
TREASURER2.00Yes (X)Yes (X)$0$0$0
NICHOLAS ADAMS
TRUSTEE2.00Yes (X)$0$0$0
MARIANNE SALAS
TRUSTEE2.00Yes (X)$0$0$0
ROBERT KIEVE
TRUSTEE (THRU 5/24/20)2.00Yes (X)$0$0$0
MARC MCGEEVER
TRUSTEE (THRU 6/25/20)2.00Yes (X)$0$0$0
JASON FORD
TRUSTEE (START 7/1/19)2.00Yes (X)$0$0$0
LLOYD SCHMIDT
TRUSTEE (START 8/15/19)2.00Yes (X)$0$0$0
BUNNY LADEN
TRUSTEE (START 3/26/20)2.00Yes (X)$0$0$0
ANDREW BALES
GENERAL DIRECTOR40.00Yes (X)Yes (X)$166,500$0$0
JENNIFER WATKINS
GENERAL MANAGER40.00$110,000$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$276,500TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$841,010GovernmentGrantsAmt
All Other Contributions$922,595AllOtherContributionsAmt
Noncash Contributions$43,147NoncashContributionsAmt
Total Contributions$1,763,605TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SINGLE TICKET SALES711130$510,950$510,950
SUBSCRIPTION TICKET SA711130$273,207$273,207
PERFORMANCE FEES711130$262,953$262,953
TICKET HANDLING FEES711300$30,361$30,361
FieldValueIRS element (for citing)
Total Program Service Revenue$1,077,471TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$79,964TotalRevenueColumnAmt
Exclusion$79,964ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Personal$700PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Personal$700PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$700TotalRevenueColumnAmt
Exclusion$700ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$438,910SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$427,243SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$11,667SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,667TotalRevenueColumnAmt
Exclusion$11,667ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISC INCOMEDesc
Business900099BusinessCd
Total Revenue Column$5,800TotalRevenueColumnAmt
Related Or Exempt Func Income$5,800RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,800OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,939,207TotalRevenueColumnAmt
Related Or Exempt Func Income$1,083,271RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$92,331ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$154,500TotalAmt
Program Services$115,875ProgramServicesAmt
Management And General$23,175ManagementAndGeneralAmt
Fundraising$15,450FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,388,806TotalAmt
Program Services$1,273,696ProgramServicesAmt
Management And General$63,301ManagementAndGeneralAmt
Fundraising$51,809FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$79,925TotalAmt
Program Services$79,925ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$65,085TotalAmt
Program Services$60,721ProgramServicesAmt
Management And General$3,699ManagementAndGeneralAmt
Fundraising$665FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$172,169TotalAmt
Program Services$159,839ProgramServicesAmt
Management And General$6,936ManagementAndGeneralAmt
Fundraising$5,394FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,867TotalAmt
Program Services$1,867ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,058TotalAmt
Management And General$35,058ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$24,584TotalAmt
Management And General$24,584ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$156,964TotalAmt
Program Services$150,614ProgramServicesAmt
Management And General$6,350ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$240,192TotalAmt
Program Services$240,192ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$30,796TotalAmt
Management And General$30,796ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$30,581TotalAmt
Program Services$27,778ProgramServicesAmt
Management And General$2,803ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$22,895TotalAmt
Program Services$22,895ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$88,991TotalAmt
Program Services$49,233ProgramServicesAmt
Management And General$39,758ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$27,763TotalAmt
Program Services$27,763ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,891TotalAmt
Management And General$6,891ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$32,334TotalAmt
Program Services$29,205ProgramServicesAmt
Management And General$3,129ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$29,550TotalAmt
Program Services$6,130ProgramServicesAmt
Management And General$23,420ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement 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

FieldValueIRS element (for citing)
Total$2,859,639TotalAmt
Program Services$2,482,114ProgramServicesAmt
Management And General$278,155ManagementAndGeneralAmt
Fundraising$99,370FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$200BOYAmt
EOY$200EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$78,111BOYAmt
EOY$47,819EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$30,599BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$30,691BOYAmt
EOY$38,860EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$52,245BOYAmt
EOY$54,823EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$311,055LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$231,288LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$91,740BOYAmt
EOY$79,767EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,476,410BOYAmt
EOY$2,449,542EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,759,996BOYAmt
EOY$2,671,011EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$51,978BOYAmt
EOY$36,478EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$558,190BOYAmt
EOY$379,052EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$610,168BOYAmt
EOY$415,530EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$536,439BOYAmt
EOY$666,316EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,613,389BOYAmt
EOY$1,589,165EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,149,828BOYAmt
EOY$2,255,481EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,759,996BOYAmt
EOY$2,671,011EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$79,568ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$26,085NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,468,982CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,081,389CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,906,732CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$922,052CurrentTaxYearMinus1YearAmt
Current Tax Year$1,763,605CurrentTaxYearAmt
Total$7,142,760TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,468,982CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,081,389CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,906,732CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$922,052CurrentTaxYearMinus1YearAmt
Current Tax Year$1,763,605CurrentTaxYearAmt
Total$7,142,760TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,278,992SubstantialContributorsTotAmt
Public Support Total170$5,863,768PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44,053CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,140CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,600CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,225CurrentTaxYearMinus1YearAmt
Current Tax Year$80,664CurrentTaxYearAmt
Total$302,682TotalAmt
FieldValueIRS element (for citing)
Total Support$7,445,442TotalSupportAmt
Gross Receipts Rltd Activities$10,928,985GrossReceiptsRltdActivitiesAmt
Public Support CY1700.78760PublicSupportCY170Pct
Public Support PY1700.72280PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,304,202BeginningYearBalanceAmt
Contributions$360,016ContributionsAmt
Investment Earnings Or Losses$49,879InvestmentEarningsOrLossesAmt
Other Expenditures$65,000OtherExpendituresAmt
End Year Balance$1,649,097EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.35120BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.64880PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$244,238OtherCostOrOtherBasisAmt
Depreciation$164,471DepreciationAmt
Book Value$79,767BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$66,817OtherCostOrOtherBasisAmt
Depreciation$66,817DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$79,767TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,940,708TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$26,085NetUnrealizedGainsInvstAmt
Revenue Not Reported$26,085RevenueNotReportedAmt
Revenue Subtotal$2,914,623RevenueSubtotalAmt
Investment Expenses Not Incld$24,584InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$24,584RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,939,207TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,835,055TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,835,055ExpensesSubtotalAmt
Investment Expenses Not Incld2$24,584InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$24,584ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,859,639TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonANDREW BALESPersonNm
TitleGENERAL DIRECTORTitleTxt
Base Compensation Filing Org$166,500BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$166,500TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonJENNIFER WATKINSPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionWIFE OF GENERAL DIRECTORRelationshipDescriptionTxt
Transaction$103,000TransactionAmt
TransactionEMPLOYMENTTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$43,147NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHIS 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CTHE 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 15ATHE 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 19THE 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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