SYMPHONY SAN JOSE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SYMPHONY SAN JOSE (EIN 32-0083030)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-06-29
- IRS object ID
- 201831809349301033
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-29T17:06:39-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | 2018-05-25 | 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 | 2018-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| 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 | $3,805,141 | 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 | 234 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,468,982 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,081,389 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,782,527 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,535,582 | CYProgramServiceRevenueAmt |
| PY Investment Income | $42,963 | PYInvestmentIncomeAmt |
| CY Investment Income | $45,326 | CYInvestmentIncomeAmt |
| PY Other Revenue | $66,129 | PYOtherRevenueAmt |
| CY Other Revenue | $13,475 | CYOtherRevenueAmt |
| PY Total Revenue | $3,360,601 | PYTotalRevenueAmt |
| CY Total Revenue | $3,675,772 | 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 | $2,171,714 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,069,116 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $98,517 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,118,680 | PYOtherExpensesAmt |
| CY Other Expenses | $1,675,728 | CYOtherExpensesAmt |
| PY Total Expenses | $3,290,394 | PYTotalExpensesAmt |
| CY Total Expenses | $3,744,844 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $70,207 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$69,072 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,069,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,956,143 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $859,859 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $782,410 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,210,077 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,173,733 | 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 | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,409,196 | ExpenseAmt |
| Revenue | $2,549,057 | RevenueAmt |
| Desc | IN 2016-17, SYMPHONY SILICON VALLEY PERFORMED FOR 45,832 LISTENERS IN ADDITION TO THE FOURTH OF JULY CELEBRANTS. THEY ATTENDED ITS 15-CONCERT CLASSICAL SERIES, SSV CHORALE CONCERTS, TWO SERIES - 8 CONCERTS - FEATURING POPULAR HARRY POTTER FILMS WITH THEIR SCORES PERFORMED BY THE ORCHESTRA, THE NUTCRACKER, AND CONCERTS IN COLLABORATION WITH OTHER COMMUNITY PRODUCERS.THE SYMPHONY'S 85 SERVICES WERE AMONG THE MOST OFFERED TO MUSICIANS BY ANY ORCHESTRA IN THE GREATER BAY AREA, OUTSIDE OF THE THREE SAN FRANCISCO GIANTS. ITS PAY RATE FOR ITS MUSICIANS IS HIGHLY COMPETITIVE; AND THEY ARE REGULARLY FEATURED WITH THE ORCHESTRA AS CONCERT SOLOISTS, TOGETHER WITH OUTSTANDING GUEST ARTISTS.RATHER THAN CHOOSING A RESIDENT MUSIC DIRECTOR TO SET A UNIQUE MUSICAL PROFILE, THE SYMPHONY ENGAGES PROMINENT GUEST CONDUCTORS FROM AROUND THE COUNTRYAND THE WORLD. THIS POLICY ALLOWS THE SYMPHONY: A) TO ATTRACT A RANGE OF SUPERIOR ARTISTS AND TO PROGRAM TO THEIR SPECIFIC STRENGTHS, AND B) TO BE RESPONSIVE TO ITS LOCAL AUDIENCE PROFILE AND PREFERENCES. IT HAS BUILT UP A SELECT ROSTER OF CONDUCTORS WHO RETURN REGULARLY, PROVIDING ARTISTIC CONTINUITY, WHILE EACH SEASON TYPICALLY INCLUDES CONDUCTORS NEW TO THE SYMPHONY - OFTEN EMERGING TALENTS IN THE FIELD. SEASON PROGRAMMING IS DETERMINED BY THE SYMPHONY'S GENERAL DIRECTOR IN CLOSE CONSULTATION WITH EACH CONCERT'S CONDUCTOR AND THE MUSICIANS' ARTISTIC COMMITTEE. THE MUSICIANS ALSO HAVE A DECISIVE VOICE IN DETERMINING WHICH CONDUCTORS WILL BECOME REGULAR REPEAT GUESTS. MUSICIANS AND AUDIENCES ALIKE HAVE RESPONDED WITH ENTHUSIASM TO THE VARIETY OF MUSICAL LEADERSHIP.IN ADDITION TO FREE SUMMER CONCERTS AND IN-THEATER ARTS EXPOSURE PROGRAMS FOR CHILDREN, CLASSICS CONCERTS, FILM CONCERT SERIES, AND PERFORMANCE COLLABORATIONS, THE SYMPHONY SERVES ITS COMMUNITY BY PROVIDING PRODUCTION SUPPORT FOR OTHER LOCAL ORGANIZATIONS, FROM YOUTH ORCHESTRAS TO SERVICE CLUBS. SSV OFFERS THEM AND THEIR AUDIENCE MEMBERS ACCESS TO ITS HEAVILY BOOKED THEATER ALONG WITH PROFESSIONAL IN-THEATER PERSONNEL AND EQUIPMENT, AND SERVICES FROM TICKETING TO FULL PRODUCTION MANAGEMENT.SAN FRANCISCO CLASSICAL VOICE PRAISES SYMPHONY SILICON VALLEY AS: "WHAT PERHAPS ONLY THE MOST FORTUNATE METROPOLISES HAVE: AN ORCHESTRA THAT SERVES ITS PUBLIC BRILLIANTLY, BY PRESENTING IT WITH ENGAGING, MEMORABLE MUSICAL EXPERIENCES," WHILE THE MERCURY NEWS CALLS IT "A SURPRISING ORGANIZATION WITH ITS ENTERPRISING AND EVEN INNOVATIVE PROGRAMS... ITS UNUSUAL BUSINESS MODEL AND ITS OVERALL TENACITY AND LOYAL AUDIENCES."DURING 2016-17, ITS FIFTEENTH YEAR OF PERFORMANCES, THE SYMPHONY:- PERFORMED FOR JUST UNDER 46,000 AUDIENCE MEMBERS, PLUS SERVING THE PATRONS OF 11 OTHER COMMUNITY GROUPS. (THIS TOTAL DOES NOT INCLUDE THE FOURTH OF JULY CELEBRATION)- MOUNTED A SUBSCRIPTION SERIES OF 15 CLASSICAL CONCERTS LED BY CONDUCTORS FROM AMERICA, JAPAN, RUSSIA AND ARGENTINA. THIS SEASON, FIVE WERE DRAWN FROM THE SYMPHONY'S CORE ROSTER OF REGULARS, WHILE TWO WERE NEWCOMERS TO SSV'S PODIUM. - PRODUCED AN ORCHESTRA SEASON OF GIANTS - E.G, BERLIOZ AND BRAHMS, SCRIABIN AND SHOSTAKOVICH, RACHMANINOFF, MOZART AND MAHLER - BOTH GREAT STANDARDS AND LESS WELL-KNOWN WORKS. MUSICAL ADVENTURES INCLUDED A FULL PROGRAM OF NUEVO TANGO, RECENT WORKS BY RISING AMERICAN COMPOSER KEVIN PUTS, AND TWO WORLD PREMIERES FOR SOLOISTS FROM PEKING AND SHANGHAI. - FEATURED A STELLAR LIST OF SOLOISTS, INCLUDING LEGENDARY AMERICAN CELLIST LYNN HARRELL; RUSSIAN PIANIST NICOLAI DEMIDENKO; FIERY JAPANESE VIOLINIST MAYUKO KAMIO; ALESSIO BAX AND ORION WEISS PERFORMING MOZART'S 'CONCERTO FOR TWO PIANOS;' ARGENTINE MASTER BANDONEONISTA JUAN PABLO JOFRE; AND SSV'S OWN CONCERTMASTER ROBIN MAYFORTH.-PRESENTED A FIRST-TIME GUEST NUTCRACKER PRODUCTION ACCOMPANIED BY THE SSV ORCHESTRA, IN PLACE OF THE PRODUCTION LOST WITH THE CLOSING OF THE BALLET (SEE NOTE ABOVE). IT INCLUDED TWO FREE PERFORMANCES PLUS IN-CLASS MATERIALS FOR 4,800 5TH GRADERS AND THEIR TEACHERS, BUSSED BY SSV FROM 24 LOCAL SCHOOLS. OVER HALF THE STUDENTS QUALIFY FOR FREE LUNCH PROGRAMS - A MEASURE OF ECONOMIC NEED. SSV HAS INTRODUCED WELL OVER 100,000 ELEMENTARY SCHOOL STUDENTS TO THE PROFESSIONAL ARTS IN THEIR HOME VENUES.-PRODUCED THE FIRST TWO FILMS IN THE POPULAR HARRY POTTER FILM SERIES, WITH THE SSV ORCHESTRA PERFORMING THEIR SCORES LIVE ONSTAGE. THE FILMS DREW OVER 16,000 FANS - OVERWHELMINGLY A YOUNG ADULT AND FAMILY AUDIENCE. IN ADDITION TO DEVELOPING AN ADDITIONAL EARNED INCOME STREAM, THE FILM PROGRAMS ARE PROVING EXTRAORDINARILY SUCCESSFUL AT INTRODUCING NEW LISTENERS TO THE IN-PERSON EXCITEMENT OF LIVE ORCHESTRAL MUSIC-MAKING - A PRIORITY FOR EVERY ORCHESTRA.- CONTINUED TO EMPHASIZE MUSICAL COLLABORATIONS, OUTREACH ACTIVITIES, AND AN ETHIC OF COMMUNITY SERVICE. FOR EXAMPLE, THE ORCHESTRA PARTNERED WITH LOCAL CHINESE LANGUAGE CHORUSES ON CONCERT PERFORMANCES IN TWO NEARBY CITIES, HOSTED BY THE STANFORD PAN-ASIAN FESTIVAL AND THE PACIFIC ARTS AND CULTURE EXCHANGE. IN A SUPPORT ROLE, THIS SEASON SSV PROVIDED AFFORDABLE ACCESS TO THEATER DATES, BOX OFFICE SERVICES, AND TECHNICAL ASSISTANCE FOR A VARIETY OF COMMUNITY GROUPS. MOST IMPORTANT, SSV HIRED AND MANAGED THE REQUIRED IN-THEATER LABOR ON SSV'S UNION CONTRACTS, BENEFITING SIX YOUTH ORCHESTRAS AND CHORUSES, TWO SCHOOLS, TWO ADULT CHOIRS, A MODERN DANCE COMPANY, AND - MOVING BEYOND THE ARTS - A WEEK-LONG VISITING MARTIAL ARTS COMPETITION. | Desc |
| Total Program Service Expenses | $3,409,196 | 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 | 0 | 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 | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 234 | 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 |
| 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 (12 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 | 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 |
| Nicholas Adams | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| William Highlander | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Laurie Huth | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Robert Kieve | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Marc Mcgeever | ||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Lee Price | ||||||
| TRustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Marianne Salas | ||||||
| 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Robert Friedman Presents | |||||
| 453 30th Avenue | San Francisco | CA | 94121 | Fee for professional production of The N | $272,500 |
| William Morris Enterprises New York | |||||
| 11 Madison Avenue 18th Floor | New York | NY | 10010 | Fees for Raiders of the Lost Ark, Harry | $145,700 |
| Team San Jose | |||||
| 408 S Almaden Blvd | San Jose | CA | 95110 | City-owned theater rentals & in-theater | $102,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $262,160 | GovernmentGrantsAmt |
| All Other Contributions | $819,229 | AllOtherContributionsAmt |
| Noncash Contributions | $15,538 | NoncashContributionsAmt |
| Total Contributions | $1,081,389 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SINGLE TICKET SALES | 711130 | $1,586,568 | $1,586,568 |
| SUBSCRIPTION TICKET SA | 711130 | $501,373 | $501,373 |
| PERFORMANCE FEES | 711130 | $335,205 | $335,205 |
| Ticket handling fees | 711300 | $112,436 | $112,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,535,582 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,140 | TotalRevenueColumnAmt |
| Exclusion | $45,140 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $1,150 | 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 | $1,150 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,150 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,150 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $129,555 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $129,369 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $186 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $186 | TotalRevenueColumnAmt |
| Exclusion | $186 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HANDLING & FACILITY FE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $12,325 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,325 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,325 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,675,772 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,549,057 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $45,326 | 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 | $231,400 | TotalAmt |
| Program Services | $121,540 | ProgramServicesAmt |
| Management And General | $57,060 | ManagementAndGeneralAmt |
| Fundraising | $52,800 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,472,120 | TotalAmt |
| Program Services | $1,443,468 | ProgramServicesAmt |
| Management And General | $26,720 | ManagementAndGeneralAmt |
| Fundraising | $1,932 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,580 | TotalAmt |
| Program Services | $167,949 | ProgramServicesAmt |
| Management And General | $3,892 | ManagementAndGeneralAmt |
| Fundraising | $739 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,016 | TotalAmt |
| Program Services | $181,583 | ProgramServicesAmt |
| Management And General | $6,915 | ManagementAndGeneralAmt |
| Fundraising | $4,518 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,975 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
| Management And General | $7,475 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,500 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
| Management And General | $21,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,084 | TotalAmt |
| Management And General | $15,084 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $648,430 | TotalAmt |
| Program Services | $645,590 | ProgramServicesAmt |
| Management And General | $2,184 | ManagementAndGeneralAmt |
| Fundraising | $656 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,358 | TotalAmt |
| Program Services | $328,358 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,141 | TotalAmt |
| Program Services | $23,516 | ProgramServicesAmt |
| Management And General | $23,625 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,832 | TotalAmt |
| Program Services | $892 | ProgramServicesAmt |
| Management And General | $1,940 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,924 | TotalAmt |
| Program Services | $24,924 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,934 | TotalAmt |
| Program Services | $70,209 | ProgramServicesAmt |
| Management And General | $45,725 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,753 | TotalAmt |
| Program Services | $89,753 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,534 | TotalAmt |
| Management And General | $10,534 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,862 | TotalAmt |
| Program Services | $27,862 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,042 | TotalAmt |
| Program Services | $6,065 | ProgramServicesAmt |
| Management And General | $14,977 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Production Expense | $208,231 | $208,231 | |
| box office - credit car | $64,256 | $64,256 | |
| donor cultivation/recog | $37,872 | $37,872 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,744,844 | TotalAmt |
| Program Services | $3,409,196 | ProgramServicesAmt |
| Management And General | $237,131 | ManagementAndGeneralAmt |
| Fundraising | $98,517 | 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 | $70,820 | BOYAmt |
| EOY | $47,632 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,493 | BOYAmt |
| EOY | $51,653 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,167 | BOYAmt |
| EOY | $37,672 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,032 | BOYAmt |
| EOY | $38,818 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $291,593 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $158,492 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,127 | BOYAmt |
| EOY | $133,101 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,649,097 | BOYAmt |
| EOY | $1,647,067 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,069,936 | BOYAmt |
| EOY | $1,956,143 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,057 | BOYAmt |
| EOY | $36,264 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,802 | BOYAmt |
| EOY | $546,146 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,000 | BOYAmt |
| EOY | $200,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $859,859 | BOYAmt |
| EOY | $782,410 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$529,020 | BOYAmt |
| EOY | -$478,272 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,981 | BOYAmt |
| EOY | $60,889 | 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 | $1,210,077 | BOYAmt |
| EOY | $1,173,733 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,069,936 | BOYAmt |
| EOY | $1,956,143 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$69,072 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $32,728 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | 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 | $1,324,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,192,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,282,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,468,982 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,081,389 | CurrentTaxYearAmt |
| Total | $6,349,992 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,324,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,192,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,282,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,468,982 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,081,389 | CurrentTaxYearAmt |
| Total | $6,349,992 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,302,782 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,047,210 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,365 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,053 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,290 | CurrentTaxYearAmt |
| Total | $213,996 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,563,988 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,569,100 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75760 | 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 | $1,649,097 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $62,970 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,000 | OtherExpendituresAmt |
| End Year Balance | $1,647,067 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,253,864 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $96,243 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,000 | OtherExpendituresAmt |
| End Year Balance | $1,285,107 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.96600 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03400 | 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 | $209,832 | OtherCostOrOtherBasisAmt |
| Depreciation | $117,759 | DepreciationAmt |
| Book Value | $92,073 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,761 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,733 | DepreciationAmt |
| Book Value | $41,028 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $133,101 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,704,416 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $32,728 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $11,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $43,728 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,660,688 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $15,084 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $15,084 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,675,772 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,740,760 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $11,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $11,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,729,760 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $15,084 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $15,084 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,744,844 | 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, 2014 and beyond remain subject to possible examination by the Internal Revenue Service. The Symphony's California returns for the tax years ended June 30, 2013 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 2 | IN 2016-17, THE SYMPHONY SILICON VALLEY (SSV) OPENED THE SEASON WITH FREE DAYLONG, ORCHESTRA PERFORMANCES FOR A CITYWIDE FOURTH OF JULY CELEBRATION PRODUCED IN COLLABORATION WITH SAN JOSE ROTARY. IT PERFORMED ON A CUSTOM OPEN-AIR STAGE IN A LOCAL PARK, CLOSING THE DAY WITH FIREWORKS SHOT OFF TO BEETHOVEN'S 1812 OVERTURE. IN ADDITION TO THE ORCHESTRA'S OWN PROGRAMS, SSV PRESENTED TAIKO, MARIACHI, AND JAZZ ENSEMBLES TO A DIVERSE AUDIENCE ESTIMATED AT 30,000. FOLLOWING THE 2016 CLOSURE OF THE LOCAL BALLET COMPANY, WHICH CUT BOTH MUSICIAN EMPLOYMENT AND AUDIENCE SERVICES, SSV TESTED THE APPEAL OF A HIGH QUALITY IMPORTED NUTCRACKER PRODUCTION. IT PRESENTED A PROFESSIONAL RUSSIAN BALLET PRODUCTION AND DANCE TROUPE FOR TEN PERFORMANCES, ACCOMPANIED BY THE SSV ORCHESTRA - THE ONLY PROFESSIONAL PRODUCTION IN THE GREATER SOUTH BAY. THE EXPERIMENT WILL CONTINUE NEXT SEASON. |
| 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 629,700. Management and general expenses 0. Fundraising expenses 0. Total expenses 629,700. PAYROLL FEES: Program service expenses 15,890. Management and general expenses 1,003. Fundraising expenses 656. Total expenses 17,549. Website: Program service expenses 0. Management and general expenses 1,050. Fundraising expenses 0. Total expenses 1,050. Miscellaneous: Program service expenses 0. Management and general expenses 131. Fundraising expenses 0. Total expenses 131. |
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