SAN FRANCISCO SYMPHONY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO SYMPHONY (EIN 94-1156284)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-07-16
- IRS object ID
- 201841989349301504
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-16T18:04:13-05:00 | ReturnTs |
| Tax Period End | 2017-08-31 | 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 | 12657 Alcosta Blvd Ste 500 | AddressLine1Txt |
| City | San Ramon | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | San Francisco Symphony | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANF | BusinessNameControlTxt |
| Phone | 4155528000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Davies Symphony Hall 201 Van Ness | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941024585 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jim Kirk | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4155528000 | PhoneNum |
| Signature | 2018-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Katy Brown | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2018-07-16 | 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) |
|---|---|---|
| Principal Officer | SAKURAKO FISHER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Davies Symphony Hall 201 Van Ness | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941024585 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $106,143,576 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.sfsymphony.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1910 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To enrich, serve, and shape cultural life throughout the spectrum of Bay Area Communities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 75 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 75 | VotingMembersIndependentCnt |
| Total Employee | 1028 | TotalEmployeeCnt |
| Total Volunteers | 2099 | TotalVolunteersCnt |
| Total Gross UBI | $495,041 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $425,863 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $31,602,376 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,263,278 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,730,782 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,903,717 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,309,904 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,254,150 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,058,076 | PYOtherRevenueAmt |
| CY Other Revenue | -$679,373 | CYOtherRevenueAmt |
| PY Total Revenue | $79,584,986 | PYTotalRevenueAmt |
| CY Total Revenue | $75,741,772 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $49,185 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,565 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $43,624,903 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $46,852,140 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $155,041 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,481,511 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $31,937,560 | PYOtherExpensesAmt |
| CY Other Expenses | $35,227,246 | CYOtherExpensesAmt |
| PY Total Expenses | $75,611,648 | PYTotalExpensesAmt |
| CY Total Expenses | $82,252,992 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,973,338 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,511,220 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $337,677,352 | TotalAssetsBOYAmt |
| Total Assets EOY | $358,019,412 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $77,046,983 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,835,441 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $260,630,369 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $290,183,971 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SAN FRANCISCO SYMPHONY SETS THE HIGHEST POSSIBLE STANDARD FOR EXCELLENCE IN MUSICAL PERFORMANCE AT HOME AND AROUND THE WORLD; ENRICHES, SERVES, AND SHAPES CULTURAL LIFE THROUGHOUT THE SPECTRUM OF BAY AREA COMMUNITIES; MAINTAINS FINANCIAL STABILITY AND GAINS PUBLIC RECOGNITION AS A MEANS OF ENSURING ITS ABILITY TO FULFILL ITS MISSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $68,903,075 | ExpenseAmt |
| Grant | $18,565 | GrantAmt |
| Revenue | $31,578,952 | RevenueAmt |
| Desc | THROUGH ITS ARTISTIC, EDUCATION AND COMMUNITY PROGRAMS, THE SAN FRANCISCO SYMPHONY EACH YEAR SERVES MORE THAN 400,000 BAY AREA RESIDENTS AND VISITORS OF EVERY ECONOMIC AND CULTURAL BACKGROUND IN OVER 200 CONCERTS. THE SYMPHONY ADDITIONALLY REACHES MILLIONS OF OTHERS THROUGHOUT THE UNITED STATES AND ABROAD THROUGH TOURING, RECORDING, THE WEB, AND RADIO AND TELEVISION BROADCASTS.THE GRAMMY AWARD WINNING SAN FRANCISCO SYMPHONY IS REGARDED INTERNATIONALLY AS ONE OF THE FOREMOST AMERICAN ORCHESTRAS. UNDER MUSIC DIRECTOR MICHAEL TILSON THOMAS, THE SYMPHONY OFFERS EXCITING CLASSICAL PROGRAMS WITH INTERNATIONALLY ACCLAIMED GUEST ARTISTS IN ITS 100+ CONCERT SUBSCRIPTION SERIES. OTHER ANNUAL SERIES INCLUDE THE GREAT PERFORMERS SERIES, MUSIC FOR FAMILIES AND THE CHAMBER MUSIC SERIES. IN ADDITION, THE ORCHESTRA OFFERS FREE COMMUNITY CONCERTS, AN ANNUAL SUMMER FESTIVAL AND DECEMBER HOLIDAY CONCERTS.THE SYMPHONY PROVIDES AN EXTENSIVE ARRAY OF MUSIC EDUCATION PROGRAMS FOR YOUTH AND ADULTS, MOST OF WHICH ARE FREE OF CHARGE. FOR YOUNG CHILDREN, THERE IS ADVENTURES IN MUSIC, A COMPREHENSIVE MUSIC EDUCATION PROGRAM IN EVERY SAN FRANCISCO PUBLIC ELEMENTARY SCHOOL SERVING OVER 25,000 CHILDREN AND CONCERTS FOR KIDS, REACHING NEARLY 35,000 SCHOOL CHILDREN EACH YEAR FROM AROUND THE GREATER BAY AREA. OTHER PROGRAMS INCLUDE A SPECIAL WEB SITE FOR CHILDREN, WWW.SFSKIDS.ORG, OFFERING YOUNGSTERS AROUND THE WORLD AN INTRODUCTION TO MUSIC, THE INSTRUMENT TRAINING PROGRAM FOR MIDDLE AND HIGH SCHOOL MUSIC STUDENTS; THE HOWARD SKINNER STUDENT FORUM, OFFERING GREATLY DISCOUNTED TICKETS TO COLLEGE STUDENTS; AND FREE TICKETS FOR HIGH SCHOOL AND COLLEGE MUSIC STUDENTS. FOR ADULTS, THE SYMPHONY PRESENTS INSIDE MUSIC TALKS, WHICH ARE FREE OF CHARGE BEFORE EACH CONCERT. OTHER PROGRAMS REACH ECONOMICALLY DISADVANTAGED BAY AREA RESIDENTS AND INCLUDE FREE OUTDOOR CONCERTS AND SEVERAL PROGRAMS DISTRIBUTING DISCOUNTED AND COMPLIMENTARY TICKETS. THE SYMPHONY'S WIDE-RANGING RECORDING AND MEDIA PROJECTS MAKE CLASSICAL MUSIC MORE ACCESSIBLE TO PEOPLE OF ALL AGES AND BACKGROUNDS, INCLUDING A NATIONAL PBS-TV SERIES OF DOCUMENTARIES AND CONCERTS, NATIONALLY SYNDICATED RADIO PROGRAMS, AND INTERACTIVE WEBSITES. | Desc |
| Total Program Service Expenses | $68,903,075 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | 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 | Yes (1) | 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 | 297 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1028 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 75 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 75 | 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 | 0 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jim Kirk CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155528000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Davies Symphony Hall 201 Van Ness | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941024585 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (83 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Sakurako Fisher | ||||||||
| President | 31.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Gail L Covington | ||||||||
| Vice President | 4.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Paul S Otellini | ||||||||
| Vice President | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David R Strand | ||||||||
| Vice President | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Lydia I Beebe | ||||||||
| Secretary | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert R Tufts | ||||||||
| Member, Board of Governors | 1.10 | Yes (X) | $0 | $0 | $0 | |||
| Aida M Alvarez | ||||||||
| Member, Board of Governors | 2.10 | Yes (X) | $0 | $0 | $0 | |||
| Michael Anders | ||||||||
| Member, Board of Governors | 2.30 | Yes (X) | $0 | $0 | $0 | |||
| Nancy H Bechtle | ||||||||
| Member, Board of Governors | 2.20 | Yes (X) | $0 | $0 | $0 | |||
| Athena T Blackburn | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeff Bleich | ||||||||
| Member, Board of Governors | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| Carol Franc Buck | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard A Carranza | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Carol Casey | ||||||||
| Member, Board of Governors | 1.80 | Yes (X) | $0 | $0 | $0 | |||
| Dean Cash | ||||||||
| Member, Board of Governors | 1.10 | Yes (X) | $0 | $0 | $0 | |||
| Iris Chan | ||||||||
| Member, Board of Governors | 1.80 | Yes (X) | $0 | $0 | $0 | |||
| John S Chen | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Matt Cohler | ||||||||
| Member, Board of Governors | 1.80 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Liu Collins | ||||||||
| Member, Board of Governors | 2.30 | Yes (X) | $0 | $0 | $0 | |||
| Nancy R Conner | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michele Beigel Corash | ||||||||
| Member, Board of Governors | 1.80 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Robert A Corrigan | ||||||||
| Member, Board of Governors | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| Roberta Denning | ||||||||
| Member, Board of Governors | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| Mary C Falvey | ||||||||
| Member, Board of Governors | 2.30 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Donald G Fisher | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mary Francis | ||||||||
| Member, Board of Governors | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| David A Friedberg | ||||||||
| Member, Board of Governors | 3.30 | Yes (X) | $0 | $0 | $0 | |||
| A John Gambs | ||||||||
| Member, Board of Governors | 4.60 | Yes (X) | $0 | $0 | $0 | |||
| Priscilla B Geeslin | ||||||||
| Member, Board of Governors | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| Charles M Geschke | ||||||||
| Member, Board of Governors | 2.40 | Yes (X) | $0 | $0 | $0 | |||
| Gordon P Getty | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| John D Goldman | ||||||||
| Member, Board of Governors | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Jim Henry | ||||||||
| Member, Board of Governors | 2.10 | Yes (X) | $0 | $0 | $0 | |||
| Gregory E Johnson | ||||||||
| Member, Board of Governors | 2.30 | Yes (X) | $0 | $0 | $0 | |||
| Mark A Jung | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Judi Kanter | ||||||||
| Member, Board of Governors | 1.40 | Yes (X) | $0 | $0 | $0 | |||
| Mrs William R Kimball | ||||||||
| Member, Board of Governors | 1.40 | Yes (X) | $0 | $0 | $0 | |||
| F Curt Kirschner | ||||||||
| Member, Board of Governors | 1.70 | Yes (X) | $0 | $0 | $0 | |||
| Christine E Lamond | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Patricia Lee-Hoffmann | ||||||||
| Member, Board of Governors | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| Max Levchin | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Fred M Levin | ||||||||
| Member, Board of Governors | 1.80 | Yes (X) | $0 | $0 | $0 | |||
| Maryon Davies Lewis | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Raymond K Y Li | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Gorretti Lo Lui | ||||||||
| Member, Board of Governors | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Marc T Macaulay | ||||||||
| Member, Board of Governors | 2.70 | Yes (X) | $0 | $0 | $0 | |||
| Rebecca Macieira-Kaufmann | ||||||||
| Member, Board of Governors | 1.30 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Merrill L Magowan | ||||||||
| Member, Board of Governors | 1.80 | Yes (X) | $0 | $0 | $0 | |||
| Mrs J Stanley Mattison | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J William Morris III | ||||||||
| Member, Board of Governors | 2.30 | Yes (X) | $0 | $0 | $0 | |||
| Mrs John F Nicolai | ||||||||
| Member, Board of Governors | 1.40 | Yes (X) | $0 | $0 | $0 | |||
| Robert G O'Donnell | ||||||||
| Member, Board of Governors | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| Mrs James C Paras | ||||||||
| Member, Board of Governors | 1.40 | Yes (X) | $0 | $0 | $0 | |||
| Perry Pelos | ||||||||
| Member, Board of Governors | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| Mark A Perry | ||||||||
| Member, Board of Governors | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| Laura K Pfaff | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Paula B Pretlow | ||||||||
| Member, Board of Governors | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| Kausik Rajgopal | ||||||||
| Member, Board of Governors | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard M Rosenberg | ||||||||
| Member, Board of Governors | 2.30 | Yes (X) | $0 | $0 | $0 | |||
| Frederic M Seegal | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mrs George P Shultz | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Trine Sorensen | ||||||||
| Member, Board of Governors | 2.10 | Yes (X) | $0 | $0 | $0 | |||
| Patricia Sughrue Sprincin | ||||||||
| Member, Board of Governors | 1.40 | Yes (X) | $0 | $0 | $0 | |||
| Tony Trousset | ||||||||
| Member, Board of Governors | 1.80 | Yes (X) | $0 | $0 | $0 | |||
| M Isabel Valdes | ||||||||
| Member, Board of Governors | 1.40 | Yes (X) | $0 | $0 | $0 | |||
| Jack William Van Geem | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ge Wang | ||||||||
| Member, Board of Governors | 1.10 | Yes (X) | $0 | $0 | $0 | |||
| Anita L Wornick | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric X Li | ||||||||
| Member, Board of Governors | 1.70 | Yes (X) | $0 | $0 | $0 | |||
| Tim Fitzpatrick | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Basheer Janjua | ||||||||
| Member, Board of Governors | 1.40 | Yes (X) | $0 | $0 | $0 | |||
| Paula B Blank | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Metta Krach | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert B Thompson | ||||||||
| Member, Board of Governors | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Zachary Townsend | ||||||||
| Member, Board of Governors | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| Brent Assink | ||||||||
| Executive Director | 60.00 | Yes (X) | $502,863 | $0 | $67,294 | |||
| James Kirk | ||||||||
| Chief Financial Officer | 60.00 | Yes (X) | $225,964 | $0 | $30,276 | |||
| Derek Dean | ||||||||
| CHIEF OPERATIONS OFFICER | 60.00 | $332,645 | $0 | $24,822 | Yes (X) | |||
| Alexander Barantschik | ||||||||
| Concertmaster | 60.00 | $536,785 | $0 | $52,487 | Yes (X) | |||
| Carey Bell | ||||||||
| Principal Clarinet | 60.00 | $263,692 | $0 | $25,488 | Yes (X) | |||
| Mark Inouye | ||||||||
| Principal Trumpet | 60.00 | $310,817 | $0 | $31,728 | Yes (X) | |||
| Nadya Tichman | ||||||||
| Associate Concertmaster | 60.00 | $256,960 | $0 | $73,486 | Yes (X) | |||
| Eugene Izotov | ||||||||
| Principal Oboist | 60.00 | $341,807 | $0 | $49,202 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,771,533 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $354,783 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 135 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MTT INC | |||||
| 1745 BROADWAY 18TH FLOOR | New York | NY | 10019 | MUSIC DIRECTOR | $2,492,623 |
| Events Management Inc | |||||
| 2525 16th Street Suite 311 | San Francisco | CA | 94103 | Catering/Meals | $701,644 |
| Opus 3 Artists | |||||
| 470 Park Avenue South 9th Floor | New York | NY | 10016 | Artistic Management | $680,413 |
| PROPHET BRAND STRATEGY | |||||
| 1 BUSH STREET 7TH FLOOR | SAN FRANCISCo | CA | 94104 | MARKETING CONSULTANT | $660,407 |
| COLUMBIA ARTISTS MGMT LLC | |||||
| 5 COLUMBUS CIRCLE AT 1790 BROADWAY | NEW YORK | NY | 10019 | ARTISTIC Management | $646,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 30 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,709,490 | FundraisingAmt |
| Government Grants | $734,600 | GovernmentGrantsAmt |
| All Other Contributions | $24,819,188 | AllOtherContributionsAmt |
| Noncash Contributions | $1,837,157 | NoncashContributionsAmt |
| Total Contributions | $29,263,278 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Concert & Related Reve | 711130 | $30,611,658 | $30,611,658 |
| Volunteer Council | 711130 | $160,806 | $160,806 |
| SFS Media | 515100 | $131,253 | $131,253 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,903,717 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,254,496 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $426,015 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,828,481 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $69,026 | 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 | $69,026 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,026 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $69,026 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,464,231 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,445,761 | SecuritiesAmt |
| Other | $18,816 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,018,470 | SecuritiesAmt |
| Other | -$18,816 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,999,654 | TotalRevenueColumnAmt |
| Exclusion | $10,999,654 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $782,371 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,709,490 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,266,107 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,483,736 | TotalRevenueColumnAmt |
| Exclusion | -$1,483,736 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,346,355 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $671,120 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $675,235 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $675,235 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $60,102 | TotalRevenueColumnAmt |
| Exclusion | $60,102 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $60,102 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,741,772 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,578,952 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $495,041 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,404,501 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,565 | TotalAmt |
| Program Services | $18,565 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,005,629 | TotalAmt |
| Management And General | $872,820 | ManagementAndGeneralAmt |
| Fundraising | $132,809 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,940,667 | TotalAmt |
| Program Services | $28,596,484 | ProgramServicesAmt |
| Management And General | $2,369,026 | ManagementAndGeneralAmt |
| Fundraising | $1,975,157 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,728,733 | TotalAmt |
| Program Services | $4,388,821 | ProgramServicesAmt |
| Management And General | $302,172 | ManagementAndGeneralAmt |
| Fundraising | $37,740 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,825,008 | TotalAmt |
| Program Services | $5,081,097 | ProgramServicesAmt |
| Management And General | $490,826 | ManagementAndGeneralAmt |
| Fundraising | $253,085 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,352,103 | TotalAmt |
| Program Services | $1,992,035 | ProgramServicesAmt |
| Management And General | $210,417 | ManagementAndGeneralAmt |
| Fundraising | $149,651 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,394 | TotalAmt |
| Management And General | $88,394 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,560 | TotalAmt |
| Management And General | $191,560 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,361 | TotalAmt |
| Management And General | $36,361 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,041 | TotalAmt |
| Fundraising | $155,041 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,993 | TotalAmt |
| Management And General | $583,993 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,231,802 | TotalAmt |
| Program Services | $2,810,147 | ProgramServicesAmt |
| Management And General | $300,457 | ManagementAndGeneralAmt |
| Fundraising | $121,198 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,095,359 | TotalAmt |
| Program Services | $1,015,808 | ProgramServicesAmt |
| Management And General | $43,795 | ManagementAndGeneralAmt |
| Fundraising | $35,756 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $855,535 | TotalAmt |
| Program Services | $564,779 | ProgramServicesAmt |
| Management And General | $262,999 | ManagementAndGeneralAmt |
| Fundraising | $27,757 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,808 | TotalAmt |
| Program Services | $74,841 | ProgramServicesAmt |
| Management And General | $316,448 | ManagementAndGeneralAmt |
| Fundraising | $35,519 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,339 | TotalAmt |
| Program Services | $5,339 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $695,571 | TotalAmt |
| Program Services | $177,855 | ProgramServicesAmt |
| Management And General | $466,081 | ManagementAndGeneralAmt |
| Fundraising | $51,635 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,775 | TotalAmt |
| Program Services | $60,143 | ProgramServicesAmt |
| Management And General | $20,806 | ManagementAndGeneralAmt |
| Fundraising | $12,826 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,415,976 | TotalAmt |
| Program Services | $1,260,949 | ProgramServicesAmt |
| Management And General | $42,442 | ManagementAndGeneralAmt |
| Fundraising | $112,585 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,304 | TotalAmt |
| Program Services | $32,344 | ProgramServicesAmt |
| Management And General | $338,960 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Concert Production | $21,594,439 | $21,594,439 | ||
| Other Expenses | $4,287,931 | $1,044,152 | $863,908 | $2,379,871 |
| Equipment Rental and Ma | $253,099 | $185,277 | $66,941 | $881 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,252,992 | TotalAmt |
| Program Services | $68,903,075 | ProgramServicesAmt |
| Management And General | $7,868,406 | ManagementAndGeneralAmt |
| Fundraising | $5,481,511 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,337,927 | TotalAmt |
| Program Services | $2,545,271 | ProgramServicesAmt |
| Management And General | $284,206 | ManagementAndGeneralAmt |
| Fundraising | $508,450 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,087,004 | BOYAmt |
| EOY | $3,244,297 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,109,252 | BOYAmt |
| EOY | $320,821 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,593,239 | BOYAmt |
| EOY | $10,163,903 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $621,600 | BOYAmt |
| EOY | $823,067 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,883,202 | BOYAmt |
| EOY | $3,570,016 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $646,908 | BOYAmt |
| EOY | $618,070 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,740,028 | BOYAmt |
| EOY | $2,868,109 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $38,505,763 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,331,748 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,704,470 | BOYAmt |
| EOY | $19,174,015 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,899,413 | BOYAmt |
| EOY | $214,284,380 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,347,549 | BOYAmt |
| EOY | $93,833,275 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,119,977 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,924,710 | BOYAmt |
| EOY | $9,119,459 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,677,352 | BOYAmt |
| EOY | $358,019,412 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,285,653 | BOYAmt |
| EOY | $4,266,003 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,308,452 | BOYAmt |
| EOY | $11,123,614 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000,000 | BOYAmt |
| EOY | $21,000,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $244,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,452,878 | BOYAmt |
| EOY | $31,201,824 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,046,983 | BOYAmt |
| EOY | $67,835,441 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,173,194 | BOYAmt |
| EOY | $28,501,452 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,563,943 | BOYAmt |
| EOY | $110,519,740 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,893,232 | BOYAmt |
| EOY | $151,162,779 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,630,369 | BOYAmt |
| EOY | $290,183,971 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,677,352 | BOYAmt |
| EOY | $358,019,412 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$6,511,220 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,975,193 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $15,089,629 | 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 | $33,467,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,977,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,646,868 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,602,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,263,278 | CurrentTaxYearAmt |
| Total | $155,957,637 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,467,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,977,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,646,868 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,602,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,263,278 | CurrentTaxYearAmt |
| Total | $155,957,637 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $25,823,593 | SubstantialContributorsTotAmt |
| Public Support Total170 | $130,134,044 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,247,759 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,179,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,522,968 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,139,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,897,507 | CurrentTaxYearAmt |
| Total | $51,987,256 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $373,531 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $495,041 | CurrentTaxYearAmt |
| Total | $1,036,332 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,207,304 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $948,110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,361,503 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $917,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $842,473 | CurrentTaxYearAmt |
| Total | $6,276,790 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $215,258,015 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $156,225,436 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61270 | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $36,361 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $36,361 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $82,058,449 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $82,094,810 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $18,346 | CurrentYearMinus3Amt |
| Current Year Minus2 | $21,260 | CurrentYearMinus2Amt |
| Current Year Minus1 | $33,248 | CurrentYearMinus1Amt |
| Current Year | $36,361 | CurrentYearAmt |
| Total | $109,215 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $141,500 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | Replica for Annual Poster | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $303,916,391 | BeginningYearBalanceAmt |
| Contributions | $5,532,430 | ContributionsAmt |
| Investment Earnings Or Losses | $36,874,167 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $31,514,953 | OtherExpendituresAmt |
| End Year Balance | $314,808,035 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $297,415,006 | BeginningYearBalanceAmt |
| Contributions | $4,305,898 | ContributionsAmt |
| Investment Earnings Or Losses | $19,803,541 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,608,054 | OtherExpendituresAmt |
| End Year Balance | $303,916,391 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $312,220,543 | BeginningYearBalanceAmt |
| Contributions | $2,865,945 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,729,305 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,942,177 | OtherExpendituresAmt |
| End Year Balance | $297,415,006 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $283,364,803 | BeginningYearBalanceAmt |
| Contributions | $6,541,564 | ContributionsAmt |
| Investment Earnings Or Losses | $39,550,972 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,236,796 | OtherExpendituresAmt |
| End Year Balance | $312,220,543 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $268,040,050 | BeginningYearBalanceAmt |
| Contributions | $3,998,608 | ContributionsAmt |
| Investment Earnings Or Losses | $26,941,005 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,614,860 | OtherExpendituresAmt |
| End Year Balance | $283,364,803 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20200 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.48200 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31600 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,309,061 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,602,117 | DepreciationAmt |
| Book Value | $5,706,944 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,058,972 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,729,631 | DepreciationAmt |
| Book Value | $12,329,341 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,137,730 | OtherCostOrOtherBasisAmt |
| Book Value | $1,137,730 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,174,015 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Limited Partnerships and Others | Desc |
| Book Value | $93,833,275 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $93,833,275 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Liabilites to Beneficiary of Split Int. Agreements | $3,153,970 |
| Pension Benefit Liabilities | $23,547,854 |
| Unearned Challenge Grant | $4,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $31,201,824 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $99,140,572 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $20,975,193 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $70,373 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $2,937,227 | OtherRevenueAmt |
| Revenue Not Reported | $23,982,793 | RevenueNotReportedAmt |
| Revenue Subtotal | $75,157,779 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $583,993 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $583,993 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $75,741,772 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $84,676,599 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $70,373 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $2,937,227 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,007,600 | ExpensesNotReportedAmt |
| Expenses Subtotal | $81,668,999 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $583,993 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $583,993 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $82,252,992 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Symphony's endowment plays a vital role in providing the financial support and stability that further the Symphony's mission: to set the highest possible standard in musical performance and to serve and shape cultural life throughout the Bay Area's diverse communities. The Syphony's endowment provides a steady, stable, and predictable revenue stream that allows us to plan for the Symphony's enriching programs. |
| Part X, Line 2: | The Symphony has received rulings from the Internal Revenue Service under Section 501(c)(3) of the Internal Revenue Code and from the State of California Franchise Tax Board granting exemption from income taxation. The Symphony has evaluated its current tax positions on unrelated business income and has concluded that as of August 31, 2017, the Symphony does not have any significant uncertain tax positions for which a reserve would be necessary. For state tax purposes, the Symphony is generally no longer subject to tax examinations for years prior to 2013. For federal tax purposes, the Symphony is no longer subject to tax examinations for years prior to 2014. |
| Part XI, Line 2d - Other Adjustments: | Special Events Expense 2,266,107. Cost of Goods Sold 671,120. |
| Part XII, Line 2d - Other Adjustments: | Special Events Expense 2,266,107. Cost of Goods Sold 671,120. |
| Schedule D Part V Line 1e Column A | This amount includes an appropriation of board designated net assets of $15,467,011. The appropriation of board designated net assets totaling $15,467,011 consists of non-cash, interfund balances previously recorded as unrestricted board designated endowment funds. During the year ended August 31, 2017, these amounts were appropriated to other unrestricted funds reflected as Board Designated Endowment and other net assets in the Statement of Financial Position. This unrestricted, inter-fund appropriation had no effect on cash, investments, or change in net assets as of and for the year ended August 31, 2017. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | Symphony Tours | $1,887,433 |
| Central America and the Caribbean | 0 | 0 | PASSIVE INVESTMENTS | $8,335,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $10,222,618 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $10,222,618 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| BAY AREA ARTS MARKETING INC | ||||||||
| 584 CASTRO STREET 573 | SAN FRANCISCO | CA | 94114 | CONSULT AND SOLICIT FOR TELE-FUNDING | 0 | $395,071 | $149,053 | $246,018 |
| CLASSY INC | ||||||||
| 350 10TH AVENUE STE 1300 | SAN DIEGO | CA | 92101 | ONLINE CROWDFUNDING SERVICE | 0 | $46,802 | $5,988 | $40,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $441,873 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $155,041 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $286,832 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OPENING GALA | Event1Nm |
| Gross Receipts Event1 | $3,200,481 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,821,515 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $378,966 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $20,290 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $1,412,730 | OtherDirectExpensesEvent1Amt |
| Event2 | CHINESE NEW YEAR | Event2Nm |
| Gross Receipts Event2 | $549,743 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $275,500 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $274,243 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $16,678 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $354,777 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $741,637 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $635,574 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $106,063 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $13,150 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $448,482 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $4,491,861 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,732,589 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $759,272 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $50,118 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,215,989 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,266,107 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,506,835 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| AP Giannini Middle School | |||||||||
| 3151 Ortega Street | San Francisco | CA | 94122 | 946000416 | Government | $5,100 | FMV | Tickets | To provide the community free access to select Symphony performances |
| Lowell High School | |||||||||
| 1101 Eucalyptus Drive | San Francisco | CA | 94132 | 946000416 | Government | $7,925 | FMV | Tickets | To provide the community free access to select Symphony performances |
| Presidio Middle School | |||||||||
| 450 30th Avenue | San Francisco | CA | 94121 | 946000416 | Government | $5,540 | FMV | Tickets | To provide the community free access to select Symphony performances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | THE SYMPHONY DONATES TICKETS TO VARIOUS ORGANIZATIONS, PREDOMINANTLY RELATED TO EDUCATION. SYMPHONY STAFF MEMBER(S) WORK DIRECTLY WITH THE SCHOOLS AND ATTEND CONCERTS TO PERSONALLY WELCOME THE TEACHERS AND STUDENTS WHO ARE ATTENDING THESE CONCERTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brent Assink | ||||||||||||||
| Executive Director | $493,592 | $0 | $0 | $0 | $9,271 | $0 | $49,587 | $0 | $17,707 | $0 | $570,157 | $0 | $0 | $0 |
| James Kirk | ||||||||||||||
| Chief Financial Officer | $225,766 | $0 | $0 | $0 | $198 | $0 | $12,795 | $0 | $17,481 | $0 | $256,240 | $0 | $0 | $0 |
| Derek Dean | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $332,576 | $0 | $0 | $0 | $69 | $0 | $3,139 | $0 | $21,683 | $0 | $357,467 | $0 | $0 | $0 |
| Alexander Barantschik | ||||||||||||||
| Concertmaster | $535,993 | $0 | $0 | $0 | $792 | $0 | $20,070 | $0 | $32,417 | $0 | $589,272 | $0 | $0 | $0 |
| Carey Bell | ||||||||||||||
| Principal Clarinet | $263,572 | $0 | $0 | $0 | $120 | $0 | $11,662 | $0 | $13,826 | $0 | $289,180 | $0 | $0 | $0 |
| Mark Inouye | ||||||||||||||
| Principal Trumpet | $310,637 | $0 | $0 | $0 | $180 | $0 | $19,525 | $0 | $12,203 | $0 | $342,545 | $0 | $0 | $0 |
| Nadya Tichman | ||||||||||||||
| Associate Concertmaster | $256,444 | $0 | $0 | $0 | $516 | $0 | $46,173 | $0 | $27,313 | $0 | $330,446 | $0 | $0 | $0 |
| Eugene Izotov | ||||||||||||||
| Principal Oboist | $341,687 | $0 | $0 | $0 | $120 | $0 | $13,427 | $0 | $35,775 | $0 | $391,009 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4b | FormAndLineReferenceDesc |
| Explanation | 4b - The Executive Director participates in a supplemental nonqualified retirement plan. SFS contributed $18,000 to the plan in 2016. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Perry Pelos | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Former Board Member / Board Member | RelationshipDescriptionTxt |
| Transaction | $243,800 | TransactionAmt |
| Transaction | MR. PELOS, BOARD MEMBER, IS THE EXECUTIVE VICE PRESIDENT OF WHOLESALE BANKING, OF WHICH THE SYMPHONY OBTAINED SERVICES FROM. TOTAL TRANSACTIONS INCLUDED BANK FEES OF $24,973 AND INTEREST EXPENSE OF $214,827 ON A LINE OF CREDIT. MR. PELOS LEFT THE BOARD IN DECEMBER OF 2017. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $331,342 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Annual Sales Revenue | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 79 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,249,578 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Food/Goods | 234 | $251,237 | FMV |
| Yes (X) | SOFTWARE | 1 | $5,000 | FMV |
| 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 REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE, 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 | Two members of the Board, Doris Fisher and Sakurako Fisher, are related by marriage. |
| Form 990, Part VI, Section B, line 11b | On behalf of the Board of Governors, the Audit Committee shall have the responsibility to review the Symphony's Form 990 before filing with the Internal Revenue Service. The Committee is provided with a complete copy of the filing, including all supporting schedules and attachments. A meeting of the Audit Committee (either in person or via electronic means) shall be held to review the 990 Form with management and/or the preparers. All questions, comments and suggested revisions set forth by the Audit Committee will be documented along with the responses, if applicable, and the filing updated or revised as necessary. |
| Form 990, Part VI, Section B, line 12c | The Symphony's conflict of interest policy covers Governors, officers, employees, and volunteers of the San Francisco Symphony. The policy is reviewed at least annually by the Audit Committee, who shall have final authority to determine what may be a conflict of interest and how to address the conflict. Each Governor, committee member, officer and key employee is required to annually complete a disclosure form identifying conflicts of interest. Once identified, conflicts of interest are addressed as established in the Symphony's conflict of interest policy. The Chief Financial Officer of the Symphony maintains the disclosure forms and insures compliance of the established policy. Generally, a conflicted party may not participate in any discussions or decisions on matters where they may be conflicted. The conflicted party is required to disclose any conflicts or potential conflicts on the matter being considered. |
| Form 990, Part VI, Section B, line 15 | The Human Resources Committee (committee) of the board of governors determines the compensation package of the executive director (ED). The music director, the chief financial officer (CFO) and the chief operating officer (COO) of the symphony. The committee will meet annually to review and approve the compensation and benefit packages for the ED, COO and CFO. The committee relies on comparability data prepared by the director of human resources for the same or similar positions in comparable orchestras in the United States and similar positions for non-profits in the San Francisco Bay Area. Similarly, the committee provides guidelines for negotiation of collective bargaining agreements, including total cost guidelines developed in consultation with the finance committee. |
| Form 990, Part VI, Section C, line 19 | The required organizational documents of the Symphony will be available (for inspection or copying) at Davies Symphony Hall during normal business hours at no charge. The public inspection copy of the Symphony's form 990 and the audited financial reports, from the previous five years (at a minimum), will be available (for inspection or copying) at Davies Symphony Hall during normal business hours at no charge. When responding to a public inspection request for financial statements or the form 990 by anyone, the Symphony shall fulfill such request in a timely fashion without inquiring as to the reason for the public inspection request. In addition, the Symphony's form 990 is available to the public on the internet at Guidestar and on the company's main website. |
| Form 990, Part XI, line 9: | Change in Pension Benefit Liabilities 15,089,629. |
| Form 990, Part XII, Line 2c: | The process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pooled Income Fund | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Davies Symphony Hall 201 Van Ness A | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Trust | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments