SYMPHONY SAN JOSE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SYMPHONY SAN JOSE (EIN 32-0083030)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201921349349308582
- Schema version
- 2017v2.3
- 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 | 2019-05-14T15:53:19-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | 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 | PRESIDENT | PersonTitleTxt |
| Phone | 4082862600 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE S KUECHLER | PreparerPersonNm |
| PTIN | P00233621 | PTIN |
| Phone | 4082006400 | PhoneNum |
| Preparation | 2019-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.205.16 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 20:56:19 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A2E24C1476FD8CDFD41A098AE2F632677580B14E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | $5,579,914 | 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 | 482 | TotalEmployeeCnt |
| Total Volunteers | 116 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $5,685 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,081,389 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,906,732 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,535,582 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,424,505 | CYProgramServiceRevenueAmt |
| PY Investment Income | $45,326 | PYInvestmentIncomeAmt |
| CY Investment Income | $56,046 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,475 | PYOtherRevenueAmt |
| CY Other Revenue | $14,820 | CYOtherRevenueAmt |
| PY Total Revenue | $3,675,772 | PYTotalRevenueAmt |
| CY Total Revenue | $5,402,103 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,069,116 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,222,658 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $110,361 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,675,728 | PYOtherExpensesAmt |
| CY Other Expenses | $2,029,235 | CYOtherExpensesAmt |
| PY Total Expenses | $3,744,844 | PYTotalExpensesAmt |
| CY Total Expenses | $4,251,893 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$69,072 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,150,210 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,956,143 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,971,695 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $782,410 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $637,083 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,173,733 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,334,612 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE CLASSICAL 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 | $3,891,914 | ExpenseAmt |
| Revenue | $3,439,325 | RevenueAmt |
| Desc | SSV WAS INCORPORATED IN JUNE 2003 TO FILL A SPECIFIC GAP IN SAN JOSE'S CULTURAL OFFERINGS, AND DURING ITS FIRST SEASONS FOCUSED EXCLUSIVELY ON CLASSICAL REPERTORY AND AUDIENCES. OVER THE YEARS, SSV'S SCALE OF ACTIVITY HAS GROWN, UNTIL BY JUNE 2018, THE ORCHESTRA HAD BEEN HEARD LIVE BY 1.3 MILLION PEOPLE. CLASSICAL TRAINING AND PROFESSIONAL SKILL SHAPE AND DEFINE THE ORCHESTRA'S MUSICIANS. AND THEIR PERFORMANCES IN THE CLASSICAL TRADITION CONTINUE TO APPEAL TO AN IMPORTANT SEGMENT OF LISTENERS. AS SSV'S COMMUNITY COMMITMENT HAS EXPANDED, HOWEVER, ITS MISSION HAS BROADENED TO INCLUDE SERVING A WIDER RANGE OF LOCAL AUDIENCES. IN ADDITION TO THE CLASSICS, SSV'S MUSICIANS ALSO APPLY THEIR TRAINING AND SKILL TO CAPTIVATING PERFORMANCES OF OTHER GENRES THAT CONNECT WITH DIFFERENT GENERATIONS, BACKGROUNDS, AND TASTES. SSV NOW SERVES THE DIVERSE SAN JOSE-SOUTH BAY REGION AS ITS FIRST-LINE RESOURCE FOR LARGE ENSEMBLE, HIGH QUALITY MUSICAL PERFORMANCES THAT APPEAL TO A VARIETY OF COMMUNITY CONSTITUENCIES. THIS BREADTH OF WORK SUPPORTS A BODY OF PERFORMING ARTISTS WHO ARE IMPORTANT RESOURCES FOR THE ENTIRE REGION.IN 2017-08, SSV PERFORMED FOR 63,000 LISTENERS IN 3 MAJOR PROGRAM AREAS.1) 14,300 ATTENDED THE 16-CONCERT CLASSICAL AND CHORALE SERIES - SSV'S MOST COMMITTED AND CONSISTENT AUDIENCE, INCLUDING SEASON SUBSCRIBERS AND THE VAST MAJORITY OF INDIVIDUAL SYMPHONY DONORS. THESE CONCERTS ARE LED BY A ROSTER OF CONDUCTORS FROM AROUND THE WORLD, AND FEATURE AS SOLOISTS BOTH THE ORCHESTRA'S PRINCIPALS AND INTERNATIONALLY PROMINENT GUEST ARTISTS. THE GENERAL DIRECTOR WORKS WITH THE ORCHESTRA'S ARTISTIC COMMITTEE AND EACH CONDUCTOR TO DESIGN PROGRAMS THAT DRAW ON THAT CONDUCTOR'S SPECIAL STRENGTHS, USE THE ORCHESTRA'S AND SOLOISTS' MUSICAL MASTERY TO THE FULLEST EXTENT, AND STIMULATE AND SATISFY THEIR AUDIENCES. EACH PROGRAM INCLUDES 2 OR 3 CONCERTS AND 4 CONCERT-LENGTH REHEARSALS IN THE PERFORMANCE HALL, ESPECIALLY PREPARED FOR OPTIMUM ORCHESTRA ACOUSTICS. CLASSICS PROGRAMS ACCOUNT FOR THE MAJORITY OF THE ORCHESTRA'S AND THEATER STAFF'S ANNUAL PAYROLL AND REQUIRE THE MOST YEAR-ROUND ADMINISTRATIVE SUPPORT. TICKET SALES MEET ROUGHLY 40% OF THESE EXPENSES; THE REMAINDER DEPENDS UPON CONTRIBUTIONS AND ENDOWMENT EARNINGS.2) 5,000 5TH GRADERS AND TEACHERS PARTICIPATED IN ARTSPARK, SSV'S FREE EDUCATION PROGRAM, IN 2017-18. ARTSPARK BRINGS STUDENTS TO THE CONCERT HALL FOR PROFESSIONAL PERFORMANCES BY THE ORCHESTRA, DESIGNED TO SPARK CHILDREN'S INTEREST AND ENTHUSIASM AND TO TIE IN WITH THEIR GRADE CURRICULUM. CONCERTS ARE LED BY SSV'S EDUCATION CONDUCTOR AND SUPPORTED IN CLASS WITH CUSTOM MUSIC CDS AND TEACHING MATERIALS. BUSSING BOOKED BY SSV IS ALSO FREE. ENTIRE GRADE LEVELS ATTEND FROM EACH SCHOOL TO ENSURE THAT EVERY CHILD HAS ACCESS TO THE EXPERIENCE AND CAN SHARE IT WITH THEIR PEERS. OVER 50% OF ATTENDING STUDENTS QUALIFY FOR FREE LUNCH PROGRAMS; TYPICALLY 80% ARE NON-CAUCASIAN.THE COUNTY OFFICE OF EDUCATION ADVISES THE PROGRAM, AND SSV RECEIVES TEACHER FEEDBACK THROUGH SYSTEMATIC QUESTIONNAIRES. RESPONSES ARE OVERWHELMINGLY POSITIVE: ARTSPARK IS ALWAYS OVERBOOKED. THE PROGRAM'S SCALE DEPENDS ON FUNDING; WITH THE INTERMITTENT SUPPORT OF LARGE DEDICATED GRANTS, IT HAS SERVED 120,000 CHILDREN AND TEACHERS TO DATE. WITH OR WITHOUT SPECIAL FUNDING, SSV CONSIDERS ARTSPARK A CORE PROGRAM AND IS COMMITTED TO PROVIDING AT LEAST FOUR ARTSPARK CONCERTS EACH YEAR.3) TO EXPAND THE ORCHESTRA'S REACH AND SERVICES FURTHER INTO THE COMMUNITY, THE THIRD MAJOR PROGRAM AREA FOCUSES ON NON-CLASSICAL LISTENERS. IT CAN INCLUDE FILM-CONCERTS, POPS, CULTURALLY SPECIFIC EVENTS, BENEFITS, CELEBRATIONS, AND MORE. ALL FEATURE THE SSV ORCHESTRA, WHETHER PRODUCED BY SSV OR BY OTHERS. IN 2017-18, THEIR DIVERSE AND LARGELY DISTINCT AUDIENCES TOTALED 43,700. EACH EVENT ENGAGED OFTEN UNFAMILIAR LISTENERS WITH THE ORCHESTRA AS IT PERFORMED MUSIC THEY ENJOYED; ADDED TO MUSICIAN EMPLOYMENT; AND STRENGTHENED SSV'S COMMUNITY TIES. IN 2017-18 THESE EVENTS FELL INTO 3 CATEGORIES:1) 13,600 ATTENDED 7 CONCERTS FEATURING 2 HIGH-PROFILE FAMILY FILMS SHOWN ON AN OVERSIZED SCREEN, WITH THEIR SCORES PERFORMED LIVE BY THE ORCHESTRA. ANOTHER 12,200 MOSTLY FIRST-TIME PATRONS SOLD OUT A 5-CONCERT US PREMIERE THAT FEATURED SSV PERFORMING THE SCORE FOR A FILM COMPILATION OF CLASSIC ANIME BY GENRE PATRIARCH HAYAO MIYAZAKI. THE CONDUCTOR WAS THE MUSIC'S COMPOSER, HIMSELF AN ANIME LEGEND. 2) THE SECOND YEAR OF AN IMPORTED PROFESSIONAL NUTCRACKER PRODUCTION WITH THE SSV ORCHESTRA DREW 8,100. THIS MARKET TEST WAS TO DETERMINE IF A GUEST NUTCRACKER COULD REPLACE THE SOUTH BAY'S PROFESSIONAL BALLET COMPANY, WHICH HAD HIRED SSV'S ORCHESTRA FOR MANY YEARS BEFORE CLOSING. SALES DID NOT COVER COSTS, AND IT WILL NOT BE CONTINUED.3) AN ESTIMATED 9,800 CAME TO CONCERTS PRESENTED BY OTHER PRODUCERS (NOT SSV) BUT FEATURING OR INCLUDING THE SSV ORCHESTRA: A WORLD PREMIERE WITH A MANDARIN-SPEAKING CHOIR, A CORPORATE CELEBRATION, AND 2 LARGE TOURING POP MUSIC PRODUCTIONS. THESE FEE-BASED PROGRAMS VARY FROM YEAR TO YEAR. IN ADDITION TO PROVIDING MUSICIAN EMPLOYMENT, THEY INTRODUCE SSV TO NEW SEGMENTS OF THE COMMUNITY AND RAISE ITS OVERALL VISIBILITYAS A SUBSET OF THIS PROGRAM AREA, SSV PROVIDES PRODUCTION SUPPORT - EG UNION STAGEHANDS AND USHERS, SHARED THEATER DATES, TECHNICAL EQUIPMENT AND KNOW-HOW - TO OTHER ORGANIZATIONS FOR EVENTS SUCH AS YOUTH ORCHESTRA, COMMUNITY CHORUS, AND DANCE COMPANY CONCERTS. THESE SERVICES ENABLE LOCAL ARTS PRODUCERS TO ACHIEVE PERFORMANCE LEVELS THAT BENEFIT THEM, THEIR AUDIENCE MEMBERS. AND THE LARGER COMMUNITY. (THEY ARE NOT INCLUDED IN ATTENDANCE NUMBERS ABOVE.) | Desc |
| Total Program Service Expenses | $3,891,914 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 482 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | 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 (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ANDREW BALES | ||||||
| PRESIDENT/ GEN'L DIRECTOR | 40.00 | Yes (X) | Yes (X) | $142,000 | $0 | $0 |
| PETER CARTWRIGHT | ||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RALPH SWANSON | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD CONNIFF | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM HIGHLANDER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT KIEVE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LEE PRICE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BUNNY LADEN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARTHA SANFORD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER WATKINS | ||||||
| GENERAL MANAGER | 40.00 | Yes (X) | $89,400 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $231,400 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COLUMBIA ARTISTS MANAGEMENT LLC | |||||
| 5 COLUMBUS CIRCLE / 1790 BROADWAY | NEW YORK | NY | 10010 | FEE PLUS EXPENSE FOR JOE HISAISHI SYMPHO | $235,550 |
| ROBERT FRIEDMAN PRESENTS | |||||
| 453 30TH AVENUE | SAN FRANCISCO | CA | 94121 | FEE FOR PROFESSIONAL PRODUCTION OF THE N | $227,895 |
| WILLIAM MORRIS ENTERPRISES NEW YORK | |||||
| 11 MADISON AVENUE 18TH FLOOR | NEW YORK | NY | 10010 | FEES FOR HARRY POTTER FILMS 2 & 3 WITH O | $180,000 |
| TEAM SAN JOSE | |||||
| 408 S ALMADEN BLVD | SAN JOSE | CA | 95110 | CITY-OWNED THEATER RENTALS & IN-THEATER | $105,371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $242,327 | GovernmentGrantsAmt |
| All Other Contributions | $1,664,405 | AllOtherContributionsAmt |
| Noncash Contributions | $60,797 | NoncashContributionsAmt |
| Total Contributions | $1,906,732 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SINGLE TICKET SALES | 711130 | $2,374,465 | $2,374,465 |
| SUBSCRIPTION TICKET SA | 711130 | $495,959 | $495,959 |
| PERFORMANCE FEES | 711130 | $405,046 | $405,046 |
| TICKET HANDLING FEES | 711300 | $149,035 | $149,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,424,505 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,600 | TotalRevenueColumnAmt |
| Exclusion | $54,600 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $750 | 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 | $750 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $750 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $750 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $179,257 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $177,811 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,446 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,446 | TotalRevenueColumnAmt |
| Exclusion | $1,446 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HANDLING & FACILITY FE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $14,070 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,070 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,070 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,402,103 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,439,325 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $56,046 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,700 | TotalAmt |
| Program Services | $125,520 | ProgramServicesAmt |
| Management And General | $59,780 | ManagementAndGeneralAmt |
| Fundraising | $55,400 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,589,145 | TotalAmt |
| Program Services | $1,558,485 | ProgramServicesAmt |
| Management And General | $28,432 | ManagementAndGeneralAmt |
| Fundraising | $2,228 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,803 | TotalAmt |
| Program Services | $175,851 | ProgramServicesAmt |
| Management And General | $4,204 | ManagementAndGeneralAmt |
| Fundraising | $2,748 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,010 | TotalAmt |
| Program Services | $198,372 | ProgramServicesAmt |
| Management And General | $7,039 | ManagementAndGeneralAmt |
| Fundraising | $4,599 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,945 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
| Management And General | $1,445 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,500 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
| Management And General | $27,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,519 | TotalAmt |
| Management And General | $16,519 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,011 | TotalAmt |
| Program Services | $426,431 | ProgramServicesAmt |
| Management And General | $956 | ManagementAndGeneralAmt |
| Fundraising | $624 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,870 | TotalAmt |
| Program Services | $379,870 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,725 | TotalAmt |
| Management And General | $33,725 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,755 | TotalAmt |
| Program Services | $68,705 | ProgramServicesAmt |
| Management And General | $47,050 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,358 | TotalAmt |
| Program Services | $119,358 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,707 | TotalAmt |
| Management And General | $7,707 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,999 | TotalAmt |
| Program Services | $29,999 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,315 | TotalAmt |
| Program Services | $5,554 | ProgramServicesAmt |
| Management And General | $15,761 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PRODUCTION EXPENSE | $689,662 | $689,662 | |
| BOX OFFICE - CREDIT CAR | $109,107 | $109,107 | |
| DONOR CULTIVATION/RECOG | $44,762 | $44,762 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,251,893 | TotalAmt |
| Program Services | $3,891,914 | ProgramServicesAmt |
| Management And General | $249,618 | ManagementAndGeneralAmt |
| Fundraising | $110,361 | 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 | $47,632 | BOYAmt |
| EOY | $308,230 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,653 | BOYAmt |
| EOY | $878,492 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,672 | BOYAmt |
| EOY | $17,565 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,818 | BOYAmt |
| EOY | $30,029 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $303,407 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $188,491 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,101 | BOYAmt |
| EOY | $114,916 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,647,067 | BOYAmt |
| EOY | $1,622,263 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,956,143 | BOYAmt |
| EOY | $2,971,695 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,264 | BOYAmt |
| EOY | $68,161 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,146 | BOYAmt |
| EOY | $568,922 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $782,410 | BOYAmt |
| EOY | $637,083 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$478,272 | BOYAmt |
| EOY | $712,349 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,889 | BOYAmt |
| EOY | $31,147 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,591,116 | BOYAmt |
| EOY | $1,591,116 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,173,733 | BOYAmt |
| EOY | $2,334,612 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,956,143 | BOYAmt |
| EOY | $2,971,695 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,150,210 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,669 | 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 | $1,192,609 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,282,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,468,982 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,081,389 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,906,732 | CurrentTaxYearAmt |
| Total | $6,932,152 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,192,609 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,282,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,468,982 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,081,389 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,906,732 | CurrentTaxYearAmt |
| Total | $6,932,152 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,785,899 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,146,253 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,053 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,600 | CurrentTaxYearAmt |
| Total | $225,897 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,158,049 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $12,373,093 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76890 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,373,854 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$4,652 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,000 | OtherExpendituresAmt |
| End Year Balance | $1,304,202 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,285,107 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $153,747 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,000 | OtherExpendituresAmt |
| End Year Balance | $1,373,854 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.34380 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.64360 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01260 | 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 | $221,646 | OtherCostOrOtherBasisAmt |
| Depreciation | $133,811 | DepreciationAmt |
| Book Value | $87,835 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,761 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,680 | DepreciationAmt |
| Book Value | $27,081 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $114,916 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,396,253 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,669 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $10,669 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,385,584 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $16,519 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $16,519 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,402,103 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,235,374 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,235,374 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $16,519 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $16,519 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,251,893 | 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, 2015 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE SYMPHONY'S CALIFORNIA RETURNS FOR THE TAX YEARS ENDED JUNE 30, 2014 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD. |
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 PRESIDENT | RelationshipDescriptionTxt |
| Transaction | $89,400 | TransactionAmt |
| Transaction | EMPLOYEE | 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 | $54,797 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE HIGH & LOW | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | CATERING | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES BILL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JENNIFER WATKINS, THE GENERAL MANAGER, IS WIFE OF THE PRESIDENT, ANDREW BALES. |
| 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 (PRESIDENT, 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 15 | THE COMPENSATION OF THE PRESIDENT AND GENERAL MANAGER 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 FOR THESE TWO POSITIONS 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 PRESIDENT'S AND GENERAL MANAGER'S PERSONNEL FILES. MOST RECENTLY, THE PRESIDENT'S AND GENERAL MANAGER'S COMPENSATIONS WERE REVIEWED IN JANUARY, 2018. |
| 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 IX, LINE 11G | ARTIST FEES: PROGRAM SERVICE EXPENSES 405,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 405,300. PAYROLL FEES: PROGRAM SERVICE EXPENSES 15,368. MANAGEMENT AND GENERAL EXPENSES 956. FUNDRAISING EXPENSES 624. TOTAL EXPENSES 16,948. SECURITY FEES: PROGRAM SERVICE EXPENSES 5,763. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,763. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
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