SYMPHONY SAN JOSE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SYMPHONY SAN JOSE (EIN 32-0083030)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201431349349307408
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-05-14T16:33:38-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942763139 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGER LEWIS ACCOUNTANCY CORP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 ALMADEN BLVD STE 600 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320083030 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYMPHONY SILICON VALLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SYMP | NameControl |
| Phone | 4082862600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 SOUTH FIRST STREET NO 160 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREW R BALES | Name |
| Title | PRESIDENT | Title |
| Phone | 4082862600 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RANDY G PETERSON CPA | Name |
| PTIN | P01300203 | PTIN |
| Phone | 4084941200 | Phone |
| Date Prepared | 2014-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | ANDREW R BALES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 SOUTH FIRST STREET NO 160 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3393890 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SYMPHONYSILICONVALLEY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2003 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE CLASSICAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 385 | TotalNbrEmployees |
| Total Nbr Volunteers | 185 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1293923 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1324572 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1492271 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1526951 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 25502 | InvestmentIncomePriorYear |
| Investment Income Current Year | 63615 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 40668 | OtherRevenuePriorYear |
| Other Revenue Current Year | 108381 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2852364 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3023519 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1859904 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1902587 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 114304 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1009441 | OtherExpensePriorYear |
| Other Expenses Current Year | 1022427 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2869345 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2925014 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -16981 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 98505 | RevenuesLessExpensesCY |
| Total Assets BOY | 1588933 | TotalAssetsBOY |
| Total Assets EOY | 1736685 | TotalAssetsEOY |
| Total Liabilities BOY | 531443 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 535302 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1057490 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1201383 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE CLASSICAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS TO THE GREATER SILICON VALLEY REGION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2663780 | Expense |
| Revenue | 1635332 | Revenue |
| Description | IN 2012-2013, THE SYMPHONY SILICON VALLEY ORCHESTRA PERFORMED FOR 70,300 LISTENERS, WHO ATTENDED THE SYMPHONY'S ANNUAL FREE FIVE-CONCERT TARGET SUMMER POPS FESTIVAL (15,800), ITS CLASSICS CONCERT SERIES (13,600), ORCHESTRA PERFORMANCES WITH FIVE OTHER PRODUCERS INCLUDING BALLET SAN JOSE (27,500), SYMPHONY SILICON VALLEY CHORALE CONCERTS (1,300), AND TWELVE FREE STUDENT CONCERTS (12,100).SEE SCHEDULE O FOR MORE DETAIL ON PROGRAM SERVICE ACCOMPLISHMENTSTHE 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 TWO 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, THE SYMPHONY DESIGNED AND MANAGES ARTSPARK, A FREE ARTS EXPOSURE PROGRAM FOR 3RD THROUGH 6TH GRADERS THAT ORGANIZES THE RESOURCES OF MULTIPLE ARTS GROUPS WITH THE LONG TERM GOAL OF REACHING EVERY CHILD IN THE COUNTY. IN ITS FIRST TWO YEARS, ARTSPARK HAS BROUGHT 50,000 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 2012-13, ITS ELEVENTH YEAR OF PERFORMANCES, THE SYMPHONY:- SERVED 70,300 AUDIENCE MEMBERS, INCLUDING 27,500 WHO ATTENDED BALLET PERFORMANCES ACCOMPANIED BY SYMPHONY SILICON VALLEY. - MOUNTED A SUBSCRIPTION SERIES OF 14 CLASSICAL CONCERTS LED BY THREE FREQUENT GUESTS ON THE SYMPHONY'S PODIUM, A BRILLIANT YOUNG ITALIAN CONDUCTOR RETURNING FOR HIS SECOND VISIT, AND THREE EXCITING NEWCOMERS TO THE ORCHESTRA FROM SWITZERLAND, JAPAN AND GREAT BRITAIN. REVIEWS PRAISED THE CONCERTS AS 'SPIRITED AND CONFIDENT,' 'DEEPLY FELT AND TECHNICALLY FEARLESS,' A 'A CHARMED PERFORMANCE,' 'BIG, ENVELOPING AND WONDERFULLY LUXURIANT,' 'VITAL AND DRAMATIC, SWEEPING THROUGH THE HALL WITH JUICY MELODIES AND STORMY INTERLUDES,' 'PERFECTLY MARVELOUS -- A SOULFUL EVENT.' SUMMING UP THE ENTIRE SEASON, ONE CRITIC ASSERTED SIMPLY: 'THIS WAS EXCITING MUSIC-MAKING.' (ALL QUOTES FROM SAN JOSE MERCURY NEWS.)- FEATURED A STELLAR LIST OF SOLOISTS PERFORMING WITH THE ORCHESTRA, HEADED BY PIANO GREAT PETER SERKIN, JOINED BY CLASSICAL GUITARIST JASON VIEAUX, SOPRANO LISA VROMAN IN AN ADVENTUROUS ALL-KURT WEILL PROGRAM, AND TWO VIOLINISTS, LONG-ESTABLISHED ANDREAS CARDENAS, AND MAYUKO KAMIO, THE YOUNG TCHAIKOVSKY COMPETITION GOLD MEDALIST WHO IS SKYROCKETING TO EARLY FAME.- PRODUCED AND MANAGED THE SECOND YEAR OF ARTSPARK, A MULTI-DISCIPLINARY ARTS EXPOSURE PROGRAM FOR THE CHILDREN OF SANTA CLARA COUNTY. 24,000 3RD / 4TH GRADERS AND 9,300 5TH GRADERS (60% / 40% OF THE COUNTY TOTALS RESPECTIVELY) FROM 23 SCHOOL DISTRICTS ATTENDED PROFESSIONAL QUALITY THEATER, MUSIC, DANCE AND VISUAL ARTS EVENTS MOUNTED BY EIGHT ARTS PROVIDERS. THE SYMPHONY'S OWN ALL-ORCHESTRA EDUCATION CONCERTS EXPANDED BY 50% TO SERVE OVER 12,000 CHILDREN. ALL ARTSPARK PERFORMANCES, BUS TRANSPORTATION AND CLASS MATERIALS WERE PROVIDED AT NO CHARGE.- PRESENTED THE 5TH SEASON OF TARGET SUMMER POPS, THE SYMPHONY'S POPULAR FREE SUMMER FESTIVAL, WITH OUTDOOR CONCERTS THIS YEAR PRESENTING LIGHT CLASSICS, THE RODGERS & HART SONGBOOK, THE GREAT JAZZ CLARINETIST PAQUITO D'RIVERA WITH HIS QUINTET, A CONCERT FOR CHILDREN AND AN ALL-AMERICANA AFTERNOON-WITH-BAND. THE EVENTS DREW A HAPPY AND DIVERSE FAMILY AUDIENCE OF ALMOST 16,000.- CONTINUED TO EMPHASIZE COMMUNITY COLLABORATIONS AND AN ETHIC OF SERVICE. IN ADDITION TO ACCOMPANYING THE BALLET IN FOUR PRODUCTIONS, SYMPHONY STAFF PROVIDED BOX OFFICE AND TECHNICAL ASSISTANCE THAT GAVE 17 SMALLER PERFORMANCE GROUPS AFFORDABLE ACCESS TO THE SYMPHONYS SUPERLATIVE PERFORMANCE HALL, BENEFITING BOTH THEIR ARTISTS AND THEIR AUDIENCES. | Description |
| Total Program Service Expense | 2663780 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 71 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 385 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER WATKINS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4082862600 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ANDREW BALES | ||||||
| PRESIDENT | 40.00 | X | X | 126000 | 0 | 11265 |
| PETER CARTWRIGHT | ||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| CARL COOKSON | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| LOU TERSINI | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| RICHARD CONNIFF | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| WILLIAM HIGHLANDER | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ROBERT KIEVE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| LEE PRICE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| RALPH SWANSON | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JENNIFER WATKINS | ||||||
| GENERAL MANAGER | 40.00 | X | 84533 | 0 | 3028 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 210533 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 14293 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 149079 | GovernmentGrants |
| All Other Contributions | 1175493 | AllOtherContributions |
| Noncash Contributions | 80993 | NoncashContributions |
| Total Contributions | 1324572 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PERFORMANCE FEES | 711130 | 866678 | 866678 |
| SUBSCRIPTION TICKET SA | 711130 | 502064 | 502064 |
| SINGLE TICKET SALES | 711130 | 158209 | 158209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1526951 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41549 | TotalRevenueColumn |
| Exclusion | $41,549 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 392437 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 370371 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22066 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22066 | TotalRevenueColumn |
| Exclusion | $22,066 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| THEATER SPACE BUY OUT | 900099 | 80915 | 80915 |
| HANDLING & FACILITY FE | 900099 | 27466 | 27466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 108381 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3023519 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1635332 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $63,615 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225048 | Total |
| Program Services | 108925 | ProgramServices |
| Management And General | 47014 | ManagementAndGeneral |
| Fundraising | 69109 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1359270 | Total |
| Program Services | 1328264 | ProgramServices |
| Management And General | 28500 | ManagementAndGeneral |
| Fundraising | 2506 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84067 | Total |
| Program Services | 84067 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67497 | Total |
| Program Services | 64560 | ProgramServices |
| Management And General | 2353 | ManagementAndGeneral |
| Fundraising | 584 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166705 | Total |
| Program Services | 155183 | ProgramServices |
| Management And General | 5935 | ManagementAndGeneral |
| Fundraising | 5587 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5474 | Total |
| Management And General | 5474 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18068 | Total |
| Management And General | 18068 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12760 | Total |
| Management And General | 12760 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192241 | Total |
| Program Services | 185216 | ProgramServices |
| Management And General | 7025 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216211 | Total |
| Program Services | 214838 | ProgramServices |
| Management And General | 708 | ManagementAndGeneral |
| Fundraising | 665 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27721 | Total |
| Program Services | 20301 | ProgramServices |
| Management And General | 3736 | ManagementAndGeneral |
| Fundraising | 3684 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27727 | Total |
| Program Services | 27727 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96187 | Total |
| Program Services | 86945 | ProgramServices |
| Management And General | 4761 | ManagementAndGeneral |
| Fundraising | 4481 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18865 | Total |
| Program Services | 18865 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8239 | Total |
| Management And General | 8239 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14067 | Total |
| Program Services | 12827 | ProgramServices |
| Management And General | 601 | ManagementAndGeneral |
| Fundraising | 639 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15367 | Total |
| Program Services | 11958 | ProgramServices |
| Management And General | 1756 | ManagementAndGeneral |
| Fundraising | 1653 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| PRODUCTION EXPENSE | 323687 | 323687 | |
| DONOR CULTIVATION/RECOG | 25396 | 25396 | |
| BOX OFFICE - CREDIT CAR | 20417 | 20417 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2925014 | Total |
| Program Services | 2663780 | ProgramServices |
| Management And General | 146930 | ManagementAndGeneral |
| Fundraising | 114304 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200 | BOY |
| EOY | 198 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97658 | BOY |
| EOY | 35903 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64453 | BOY |
| EOY | 141246 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68773 | BOY |
| EOY | 122595 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41190 | BOY |
| EOY | 44908 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 166909 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 60181 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62795 | BOY |
| EOY | 106728 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1094083 | BOY |
| EOY | 1285107 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159781 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1588933 | BOY |
| EOY | 1736685 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87739 | BOY |
| EOY | 110793 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 443704 | BOY |
| EOY | 424509 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 531443 | BOY |
| EOY | 535302 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -446374 | BOY |
| EOY | -333724 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 272764 | BOY |
| EOY | 304007 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1231100 | BOY |
| EOY | 1231100 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1057490 | BOY |
| EOY | 1201383 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1588933 | BOY |
| EOY | 1736685 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 98505 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 45388 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1174596 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1285382 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1014638 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1293923 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1324572 | CurrentTaxYear |
| Total | 6093111 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1174596 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1285382 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1014638 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1293923 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1324572 | CurrentTaxYear |
| Total | 6093111 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 951868 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5141243 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8367 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 42558 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40378 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37073 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41549 | CurrentTaxYear |
| Total | 169925 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6263036 | TotalSupport |
| Gross Receipts From Admissions Etc | 7721952 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.82090 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.81730 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1253864 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 96243 | InvestmentEarningsOrLosses |
| Other Expenditures | 65000 | OtherExpenditures |
| End Of Year Balance | 1285107 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1311827 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1048 | InvestmentEarningsOrLosses |
| Other Expenditures | 56915 | OtherExpenditures |
| End Of Year Balance | 1253864 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1239538 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 162289 | InvestmentEarningsOrLosses |
| Other Expenditures | 90000 | OtherExpenditures |
| End Of Year Balance | 1311827 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1250989 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 48549 | InvestmentEarningsOrLosses |
| Other Expenditures | 60000 | OtherExpenditures |
| End Of Year Balance | 1239538 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1605704 | BeginningOfYearBalance |
| Contributions | 500 | Contributions |
| Investment Earnings Or Losses | -355215 | InvestmentEarningsOrLosses |
| Other Expenditures | 250000 | OtherExpenditures |
| End Of Year Balance | 1000989 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.95800 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.04200 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 156372 | OtherCostOrOtherBasis |
| Depreciation | 49644 | Depreciation |
| Book Value | 106728 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10537 | OtherCostOrOtherBasis |
| Depreciation | 10537 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 106728 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3095662 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 45388 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 39515 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 84903 | RevenueNotRptdF990 |
| Revenue Subtotal | 3010759 | RevenueSubtotal |
| Investment Expenses Not Included | 12760 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 12760 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3023519 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2951769 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 39515 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 39515 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2912254 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 12760 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 12760 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2925014 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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, 2010 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE SYMPHONY'S CALIFORNIA RETURNS OF THE TAX YEARS ENDED JUNE 30, 2009 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JENNIFER WATKINS | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | WIFE OF PRESIDENT | Relationship |
| Amount Of Transaction | 88380 | AmountOfTransaction |
| Description Of Transaction | EMPLOYEE | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | JENNIFER WATKINS (GENERAL MANAGER OF THE SYMPHONY) IS MARRIED TO ANDREW BALES, THE PRESIDENT OF THE ORGANIZATION. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 22993 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | PIANO | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 58000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JENNIFER WATKINS, THE GENERAL MANAGER, IS A 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. | |
| FORM 990, SCHEDULE M, LINE 31 | THE ORGANIZATION IS IN THE PROCESS OF ADOPTING A GIFT ACCEPTANCE POLICY FOR NON STANDARD CONTRIBUTIONS. THE BOARD ANTICIPATES ADOPTING AND IMPLEMENTING A POLICY BEFORE THE END OF THE NEXT FISCAL YEAR, 6/30/2014. | GIFT ACCEPTANCE POLICY: |
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