SYMPHONY SAN JOSE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SYMPHONY SAN JOSE (EIN 32-0083030)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201501349349308400
- Schema version
- 2013v4.0
- 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 | 2015-05-14T17:09:49-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 ALMADEN BLVD SUITE 600 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 951131605 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW R BALES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4082862600 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDY G PETERSON CPA | PreparerPersonNm |
| PTIN | P01300203 | PTIN |
| Phone | 4084941200 | PhoneNum |
| Preparation | 2015-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ANDREW R BALES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 S 1ST STREET NO 160 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,346,932 | 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 CLASSICAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 409 | TotalEmployeeCnt |
| Total Volunteers | 185 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,324,572 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,192,609 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,526,951 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,798,671 | CYProgramServiceRevenueAmt |
| PY Investment Income | $63,615 | PYInvestmentIncomeAmt |
| CY Investment Income | $58,911 | CYInvestmentIncomeAmt |
| PY Other Revenue | $108,381 | PYOtherRevenueAmt |
| CY Other Revenue | $52,013 | CYOtherRevenueAmt |
| PY Total Revenue | $3,023,519 | PYTotalRevenueAmt |
| CY Total Revenue | $3,102,204 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,902,587 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,078,484 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $132,778 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,022,427 | PYOtherExpensesAmt |
| CY Other Expenses | $1,081,600 | CYOtherExpensesAmt |
| PY Total Expenses | $2,925,014 | PYTotalExpensesAmt |
| CY Total Expenses | $3,160,084 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $98,505 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$57,880 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,736,685 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,799,741 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $535,302 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $548,160 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,201,383 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,251,581 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE CLASSICAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS TO THE GREATER SILICON VALLEY REGION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,879,331 | ExpenseAmt |
| Revenue | $1,850,684 | RevenueAmt |
| Desc | SINCE INCORPORATING IN JUNE 2003, SSV HAS GROWN INTO ONE OF THE ANCHOR ARTS PRODUCERS AND MAJOR CULTURAL PLACE-MAKERS IN SILICON VALLEY. IN ADDITION TO ITS CORE CLASSICAL CONCERTS, SSV RESPONDS TO COMMUNITY NEEDS WITH PROGRAMS THAT CONNECT THE ORCHESTRA WITH NEW LISTENERS INCLUDING CHILDREN, AND BY MAKING ITS SKILLS AND RESOURCES AVAILABLE TO OTHER ARTS ORGANIZATIONS. SEE SCHEDULE O FOR MORE DETAIL ON PROGRAM SERVICE ACCOMPLISHMENTSIN 2013-14, SYMPHONY SILICON VALLEY PERFORMED FOR 74,900 LISTENERS WHO ATTENDED ITS CLASSICS CONCERT SERIES, THE SYMPHONY'S ANNUAL FREE TARGET SUMMER POPS FESTIVAL, SYMPHONY SILICON VALLEY CHORALE CONCERTS, 8 FREE STUDENT CONCERTS, A 6-CONCERT FILM SERIES WITH LIVE MUSIC, AND ORCHESTRA PERFORMANCES WITH FIVE OTHER PRODUCERS INCLUDING BALLET SAN JOSE FOR AUDIENCES TOTALING 25,950. THE SYMPHONY'S 100 SERVICES WERE AMONG THE MOST OFFERED TO PLAYERS 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 GUEST CONDUCTORS FROM AROUND THE COUNTRY AND THE WORLD. IT HAS BUILT UP A SELECT ROSTER OF CONDUCTORS WHO RETURN REGULARLY, PROVIDING ARTISTIC CONTINUITY; WHILE EACH SEASON INCLUDES CONDUCTORS NEW TO THE SYMPHONY - OFTEN EMERGING TALENTS IN THE FIELD. 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. MUSICIANS AND AUDIENCES HAVE RESPONDED ENTHUSIASTICALLY TO THE VARIETY OF MUSICAL LEADERSHIP.PARTNERING WITH THE COUNTY OFFICE OF EDUCATION AND 1STACT SAN JOSE (NOW SILICON VALLEY CREATES), THE SYMPHONY DESIGNED AND MANAGES ARTSPARK, A FREE ARTS EXPOSURE PROGRAM FOR 3RD THROUGH 5TH GRADERS THAT ORGANIZES THE RESOURCES OF MULTIPLE ARTS GROUPS WITH THE LONG TERM GOAL OF REACHING EVERY CHILD IN THE COUNTY. IN ITS FIRST THREE YEARS, ARTSPARK HAS BROUGHT 68,500 CHILDREN TO PROFESSIONAL PLAYS, ORCHESTRA CONCERTS, AND PERFORMANCES THAT DRAW ON OUR COMMUNITY'S DIVERSE CULTURAL TRADITIONS, ALL IN THEIR HOME VENUES. THE SYMPHONY ALSO PROVIDES MUSICAL AND PRODUCTION SUPPORT FOR MANY OTHER COMMUNITY ORGANIZATIONS, FROM FIVE YOUTH ORCHESTRAS TO SAN JOSE STATE UNIVERSITY. 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 2013-14, ITS TWELFTH YEAR OF PERFORMANCES, THE SYMPHONY:- PLAYED FOR ALMOST 75,000 AUDIENCE MEMBERS, A SINGLE SEASON SYMPHONY RECORD. - MOUNTED A SUBSCRIPTION SERIES OF 15 CLASSICAL CONCERTS LED BY THREE REGULAR GUESTS ON THE SYMPHONY PODIUM, A RENOWNED PUERTO RICO-BORN VIOLINIST/CONDUCTOR, AND THREE EXCITING NEWCOMERS TO THE ORCHESTRA FROM ITALY, ARGENTINA AND GERMANY. REVIEWERS WROTE: 'SONICALLY RICH, EARTHY AND PASSIONATE, THE ORCHESTRA'S PERFORMANCE WAS A PLEASURE,' 'THE ORCHESTRA SOUNDED GREAT, FULL OF DUSKY COLORS,' "OVATION-INSPIRING,' 'A POLISHED, SAVVY READING, DETAILED AND EXUBERANT,' 'AN EXCITING, WHEELS-TURNING PERFORMANCE,' '(A) VARIED AND IMAGINATIVE PROGRAM,' '(THE) ELECTRIC PROGRAM... ELICITED THE LOUDEST OVATION THIS REVIEWER EVER HAS HEARD AT THE CALIFORNIA THEATRE,' AND MORE GENERALLY, 'SYMPHONY SILICON VALLEY HAS A WAY OF STEPPING OUTSIDE THE BOX.' - INTRODUCED THE LEGENDARY WILLIAM KRAFT'S REVISION OF HIS TIMPANI CONCERTO NO. 2, PERFORMED BY THE TIMPANIST FOR WHOM IT WAS WRITTEN, AND THE NORTH AMERICAN PREMIERE OF A CONCERTO FOR BANDONEON, PERFORMED BY THE JUAN PABLO JOFRE, THE COMPOSER.- FEATURED A STELLAR LIST OF SOLOISTS, INCLUDING VIOLINIST MAYUKO KAMIO IN HER SECOND APPEARANCE WITH THE SYMPHONY ('HER THRILLING PERFORMANCE...LEFT HER AUDIENCE ON ITS FEET, CHEERING'), THE NOBILIS PIANO TRIO ('A DASHING AND EMOTIONAL PERFORMANCE; MEMORABLE'), BANDONEONISTA J.P JOFRE ('AN EXPLOSIVELY TALENTED PERFORMER AND COMPOSER'), VAN CLIBURN GOLD MEDALIST JON NAKAMATSU. ('HIS PLAYING...KEPT THIS LISTENER ON THE EDGE OF HIS SEAT'), AND THE SYMPHONY'S PRINCIPAL BASSOONIST DEBORAH KRAMER ('...A SUPERB PLAYER - OPERATIC'). (ALL QUOTES FROM SAN JOSE MERCURY NEWS 2013-14)- FUNDED, PRODUCED AND MANAGED THE THIRD YEAR OF ARTSPARK, THE SYMPHONY'S MULTI-DISCIPLINARY ARTS EXPOSURE PROGRAM FOR THE CHILDREN OF SANTA CLARA COUNTY. 18,700 STUDENTS (40% OF THE COUNTY'S 3RD AND 4TH GRADERS) FROM 21 OF 26 COUNTY SCHOOL DISTRICTS ATTENDED PROFESSIONAL QUALITY THEATER AND MUSIC EVENTS MOUNTED BY THREE ARTS PROVIDERS. THE SYMPHONY'S OWN ALL-ORCHESTRA EDUCATION CONCERTS SERVED OVER 8,000 CHILDREN. ALL ARTSPARK PERFORMANCES, BUS TRANSPORTATION AND CLASS MATERIALS WERE PROVIDED AT NO CHARGE.- PRESENTED THE 6TH SEASON OF TARGET SUMMER POPS, THE SYMPHONY'S POPULAR FREE SUMMER FESTIVAL. ITS FIVE OUTDOOR CONCERTS INCLUDED LIGHT CLASSICS; THEMES AND SONGS FROM CLASSIC WESTERNS; THE SWING REVIVAL BAND BIG BAD VOODOO DADDY; SIMPLY SINATRA, WITH HEADLINER STEVE LIPPIA; AND JOHN WILLIAMS' MUSIC FOR THE STAR WARS FILM SAGA. TARGET SUMMER POPS IS THE LARGEST FREE MUSIC FESTIVAL IN THE SOUTH BAY, DRAWING A HAPPY AND DIVERSE FAMILY AUDIENCE OF 22,500 IN 2013-14.- MOUNTED A SUCCESSFUL RUN OF BUGS BUNNY AT THE SYMPHONY, WITH THE BELOVED WARNER BROS CLASSICS ACCOMPANIED BY THE FULL SYMPHONY ORCHESTRA.- CONTINUED TO EMPHASIZE COMMUNITY COLLABORATIONS, OUTREACH, AND AN ETHIC OF SERVICE. THE SYMPHONY ORCHESTRA ACCOMPANIED THE BALLET IN THREE PRODUCTIONS, PRODUCED AND ANCHORED MEXICAN HERITAGE CORP'S VIVAFEST! OPENING CONCERT, AND PROVIDED THE PUBLIC AND GALA ENTERTAINMENT TO OPEN SAN JOSE'S NEWLY RENOVATED CONVENTION CENTER. SYMPHONY SILICON VALLEY STAFF PROVIDED BOX OFFICE AND TECHNICAL ASSISTANCE THAT GAVE 14 SMALLER PERFORMANCE GROUPS AFFORDABLE ACCESS TO THE SYMPHONY'S SUPERLATIVE PERFORMANCE HALL, BENEFITING BOTH THEIR ARTISTS AND THEIR AUDIENCES. SYMPHONY STAFF ALSO PRODUCED AND MANAGED THE COLLABORATION AMONG SAN JOSE REPERTORY THEATRE, SAN JOSE TAIKO AND SYMPHONY SILICON VALLEY THAT PRODUCED 27 FREE IN-THEATER PERFORMANCES FOR 3RD AND 4TH GRADERS. | Desc |
| Total Program Service Expenses | $2,879,331 | 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 | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 409 | 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 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) | $122,250 | $0 | $10,830 |
| PETER CARTWRIGHT | ||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RALPH SWANSON | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LOU TERSINI | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD CONNIFF | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM HIGHLANDER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT KIEVE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LEE PRICE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BUNNY LADEN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARYLES CASTRO | ||||||
| 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 | $211,650 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,830 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $185,596 | GovernmentGrantsAmt |
| All Other Contributions | $1,007,013 | AllOtherContributionsAmt |
| Noncash Contributions | $16,163 | NoncashContributionsAmt |
| Total Contributions | $1,192,609 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PERFORMANCE FEES | 711130 | $833,393 | $833,393 |
| SUBSCRIPTION TICKET SA | 711130 | $488,619 | $488,619 |
| SINGLE TICKET SALES | 711130 | $476,659 | $476,659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,798,671 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,739 | TotalRevenueColumnAmt |
| Exclusion | $39,739 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $263,900 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $244,728 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,172 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,172 | TotalRevenueColumnAmt |
| Exclusion | $19,172 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HANDLING & FACILITY FE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $52,013 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,013 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $52,013 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,102,204 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,850,684 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $58,911 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,012 | TotalAmt |
| Program Services | $111,138 | ProgramServicesAmt |
| Management And General | $47,762 | ManagementAndGeneralAmt |
| Fundraising | $70,112 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500,195 | TotalAmt |
| Program Services | $1,456,135 | ProgramServicesAmt |
| Management And General | $34,036 | ManagementAndGeneralAmt |
| Fundraising | $10,024 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,221 | TotalAmt |
| Program Services | $93,221 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,736 | TotalAmt |
| Program Services | $65,828 | ProgramServicesAmt |
| Management And General | $2,410 | ManagementAndGeneralAmt |
| Fundraising | $498 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,320 | TotalAmt |
| Program Services | $175,779 | ProgramServicesAmt |
| Management And General | $5,945 | ManagementAndGeneralAmt |
| Fundraising | $5,596 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,778 | TotalAmt |
| Program Services | $1,778 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,000 | TotalAmt |
| Management And General | $17,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,242 | TotalAmt |
| Management And General | $13,242 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,071 | TotalAmt |
| Program Services | $228,769 | ProgramServicesAmt |
| Management And General | $3,302 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,387 | TotalAmt |
| Program Services | $224,550 | ProgramServicesAmt |
| Management And General | $431 | ManagementAndGeneralAmt |
| Fundraising | $406 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,275 | TotalAmt |
| Program Services | $25,006 | ProgramServicesAmt |
| Management And General | $7,046 | ManagementAndGeneralAmt |
| Fundraising | $3,223 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,138 | TotalAmt |
| Program Services | $5,484 | ProgramServicesAmt |
| Management And General | $1,367 | ManagementAndGeneralAmt |
| Fundraising | $1,287 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,726 | TotalAmt |
| Program Services | $16,726 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,939 | TotalAmt |
| Program Services | $91,913 | ProgramServicesAmt |
| Management And General | $5,165 | ManagementAndGeneralAmt |
| Fundraising | $4,861 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,248 | TotalAmt |
| Program Services | $40,939 | ProgramServicesAmt |
| Management And General | $309 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,631 | TotalAmt |
| Management And General | $6,631 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,437 | TotalAmt |
| Program Services | $17,271 | ProgramServicesAmt |
| Management And General | $1,631 | ManagementAndGeneralAmt |
| Fundraising | $1,535 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,740 | TotalAmt |
| Program Services | $13,444 | ProgramServicesAmt |
| Management And General | $1,698 | ManagementAndGeneralAmt |
| Fundraising | $1,598 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PRODUCTION EXPENSE | $277,647 | $277,647 | |
| BOX OFFICE - CREDIT CAR | $33,703 | $33,703 | |
| DONOR CULTIVATION/RECOG | $33,638 | $33,638 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,160,084 | TotalAmt |
| Program Services | $2,879,331 | ProgramServicesAmt |
| Management And General | $147,975 | ManagementAndGeneralAmt |
| Fundraising | $132,778 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198 | BOYAmt |
| EOY | $198 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,903 | BOYAmt |
| EOY | $154,022 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,246 | BOYAmt |
| EOY | $31,988 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,595 | BOYAmt |
| EOY | $52,891 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,908 | BOYAmt |
| EOY | $32,365 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $235,041 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $80,618 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,728 | BOYAmt |
| EOY | $154,423 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,285,107 | BOYAmt |
| EOY | $1,373,854 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,736,685 | BOYAmt |
| EOY | $1,799,741 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,793 | BOYAmt |
| EOY | $50,961 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,509 | BOYAmt |
| EOY | $497,199 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $535,302 | BOYAmt |
| EOY | $548,160 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$333,724 | BOYAmt |
| EOY | -$322,273 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,007 | BOYAmt |
| EOY | $342,754 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,231,100 | BOYAmt |
| EOY | $1,231,100 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,201,383 | BOYAmt |
| EOY | $1,251,581 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,736,685 | BOYAmt |
| EOY | $1,799,741 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$57,880 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $108,078 | 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 | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,285,382 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,014,638 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,293,923 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,324,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,192,609 | CurrentTaxYearAmt |
| Total | $6,111,124 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,285,382 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,014,638 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,293,923 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,324,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,192,609 | CurrentTaxYearAmt |
| Total | $6,111,124 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $985,070 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,126,054 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,073 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,549 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,739 | CurrentTaxYearAmt |
| Total | $201,297 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,312,421 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,212,822 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82090 | 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 | $1,285,107 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $153,747 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,000 | OtherExpendituresAmt |
| End Year Balance | $1,373,854 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,311,827 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,048 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $56,915 | OtherExpendituresAmt |
| End Year Balance | $1,253,864 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,239,538 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $162,289 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $90,000 | OtherExpendituresAmt |
| End Year Balance | $1,311,827 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,250,989 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $48,549 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,000 | OtherExpendituresAmt |
| End Year Balance | $1,239,538 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.89610 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10390 | 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 | $164,127 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,456 | DepreciationAmt |
| Book Value | $102,671 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $70,914 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,162 | DepreciationAmt |
| Book Value | $51,752 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $154,423 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,214,590 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $108,078 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $17,550 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $125,628 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,088,962 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $13,242 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $13,242 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,102,204 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,164,392 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $17,550 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $17,550 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,146,842 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $13,242 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $13,242 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,160,084 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | SYMPHONY SILICON VALLEY 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 IN 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. 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, 2011 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE SYMPHONY'S CALIFORNIA RETURNS OF THE TAX YEARS ENDED JUNE 30, 2010 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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JENNIFER WATKINS, THE GENERAL MANAGER, IS WIFE OF THE PRESIDENT, ANDREW BALES. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 COMPENSATION WAS REVIEWED IN FALL OF 2013 AND THE GENERAL MANAGER'S COMPENSATION IN SUMMER OF 2013. |
| 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. |
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