BERKELEY SYMPHONY ORCHESTRA: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: BERKELEY SYMPHONY ORCHESTRA (EIN 23-7219508)
Tax period: 2011-08-01 to 2012-07-31
Filed: 2013-05-23
IRS object ID: 201311439349300916
Schema version: 2011v1.5
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 D
Schedule G
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-23T15:12:13-07:00	Timestamp
Tax Period End Date	2012-07-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Regalia & Associates CPAs	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	103 Town Country Dr Ste K	AddressLine1
City	Danville	City
State	CA	State
ZIP Code	94526	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-08-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	237219508	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	BERKELEY SYMPHONY ORCHESTRA	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BERK	NameControl
Phone	5108412800	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1942 UNIVERSITY AVENUE	AddressLine1
City	BERKELEY	City
State	CA	State
ZIP Code	94704	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Ren Mandel	Name
Title	Executive Director	Title
Date Signed	2013-05-23	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Douglas W Regalia	Name
Phone	9253140390	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Thomas Z Reicher	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1942 University Avenue 207	AddressLine1
City	BERKELEY	City
State	CA	State
ZIP Code	94704	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	1235515	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
All Affiliates Included	false	AllAffiliatesIncluded
Organization501c3	X	Organization501c3
Web Site	WWW.BERKELEYSYMPHONY.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1969	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	The Organization's core purpose is to engage its community in an intellectually curious and daring partnership. The Sym- phony offers the Berkeley and East Bay community a rich array of orchestral perf- ormances and an extensive music education program in the Berkeley public schools.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	20	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	20	NbrIndependentVotingMembers
Total Nbr Employees	145	TotalNbrEmployees
Total Nbr Volunteers	30	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	553430	ContributionsGrantsPriorYear
Contributions Grants Current Year	799968	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	367130	ProgramServiceRevenuePriorYear
Program Service Revenue CY	195353	ProgramServiceRevenueCY
Investment Income Prior Year	975	InvestmentIncomePriorYear
Investment Income Current Year	483	InvestmentIncomeCurrentYear
Other Revenue Prior Year	168881	OtherRevenuePriorYear
Other Revenue Current Year	164414	OtherRevenueCurrentYear
Total Revenue Prior Year	1090416	TotalRevenuePriorYear
Total Revenue Current Year	1160218	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	816748	SalariesEtcPriorYear
Salaries Etc Current Year	755054	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	65621	TotalFundrsngExpCurrentYear
Other Expense Prior Year	274729	OtherExpensePriorYear
Other Expenses Current Year	298795	OtherExpensesCurrentYear
Total Expenses Prior Year	1091477	TotalExpensesPriorYear
Total Expenses Current Year	1053849	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-1061	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	106369	RevenuesLessExpensesCY
Total Assets BOY	509588	TotalAssetsBOY
Total Assets EOY	603546	TotalAssetsEOY
Total Liabilities BOY	197022	TotalLiabilitiesBOY
Total Liabilities EOY	184121	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	312566	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	419425	NetAssetsOrFundBalancesEOY
Mission Description	The Symphony is led by Joana Carneiro as Music Director who continues the tradition, with Kent Nagano as Conductor Laureate, of developing a distinctive brand of programming.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	708386	Expense
Revenue	180353	Revenue
Description	REGULAR SEASON CONCERTS: THE SYMPHONY PRESENTED SEVERAL PERFORMANCES AT VARIOUS LOCATIONS IN BERKELEY, CALIFORNIA AS PART OF ITS COMMITMENT TO PROVIDE ORCHESTRAL MUSIC TO THE SAN FRANCISCO BAY AREA COMMUNITY. Berkeley Symphony entered a new era in January 2009 as Joana Carneiro became the orchestras third Music Director in its 40-year history. Under Carneiro, the Symphony continues its tradition of presenting the cutting edge of classical music, forging new relationships with living composers, including several prominent contemporary Bay Area composers such as John Adams, Gabriela Lena Frank, and Paul Dresher; while continuing to honor our classical past. The orchestra has received numerous ASCAP Awards for Adventurous Programming of Contemporary Music.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	85819	Expense
Revenue	15000	Revenue
Description	EDUCATIONAL OUTREACH: The Symphony strives to make the Music in the Schools program unique and exciting for all the children involved because the Symphony recognizes the fundamental connection between great music and innovation.Thanks to a sixteen-year partnership with Berkeley Unified School District, Berkeley Symphony's Music In the Schools serves nearly 4,000 students in all eleven BUSD elementary schools each year. Our nationally recognized, award-winning program runs from fall to spring and includes interactive on-campus concerts, classroom visits, and springtime "I'm a Performer" concerts, for which each and every class learns a song to perform with Berkeley Symphony as their very own "back-up band!"	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	794205	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	49	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	145	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Form990-T Filed	false	Form990-TFiled
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Form8886 T Filed	false	Form8886TFiled
Non Deductible Contributions	true	NonDeductibleContributions
Non Deductible Disclosure	true	NonDeductibleDisclosure
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Number Of8282 Filed	0	NumberOf8282Filed
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Filed Lieu1041	false	FiledLieu1041
Licensed More Than One State	false	LicensedMoreThanOneState
Indoor Tanning Services	false	IndoorTanningServices
Form720 Filed	false	Form720Filed
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	20	NbrVotingGoverningBodyMembers
Number Independent Voting Members	20	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Policies Reference Chapters	false	PoliciesReferenceChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Written Policy Or Procedure	false	WrittenPolicyOrProcedure
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	Thomas Busse	NamePerson
Telephone Number	5108412800	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1942 UNIVERSITY AVENUE	AddressLine1
City	BERKELEY	City
State	CA	State
ZIP Code	94704	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (21 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
Michel Taddei
Director	2.00	X	0	0	0
Tricia Swift
Director	2.00	X	0	0	0
Deborah Shidler
Director	2.00	X	0	0	0
Kathy Canfield Shepard
Director	2.00	X	0	0	0
Ed Osborn
Director	2.00	X	0	0	0
Janet McCutcheon
Director	2.00	X	0	0	0
Kim Marienthal
Director	2.00	X	0	0	0
William Knuttel
Director	2.00	X	0	0	0
Kathleen G Henschel
Director	2.00	X	0	0	0
Ellen L Hahn
Director	2.00	X	0	0	0
James Donato
Director	2.00	X	0	0	0
Norman Bookstein
Director	2.00	X	0	0	0
Susan Acquistapace
Director	2.00	X	0	0	0
Victor Vazquez
VP Community	4.00	X	0	0	0	X
Robert B Hetler
VP Development	4.00	X	0	0	0	X
Marilyn Collier
Advisory Cncl	4.00	X	0	0	0	X
Stuart Gronningen
Secretary	4.00	X	0	0	0	X
Judith Bloom
Treasurer	4.00	X	0	0	0	X
Janet Maestre
VP Governance	4.00	X	0	0	0	X
Thomas Z Reicher
President	4.00	X	0	0	0	X
Ren Mandel
Exec Director	40.00		96000	0	0	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	96000	TotalReportableCompFromOrg
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Government Grants	53800	GovernmentGrants
All Other Contributions	746168	AllOtherContributions
Noncash Contributions	2135	NoncashContributions
Total Contributions	799968	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TICKET SALES	180353	180353
Outreach & education	15000	15000

Field	Value	IRS element (for citing)
Total Program Service Revenue	195353	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	483	TotalRevenueColumn
Exclusion	$483	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	229146	GrossIncomeFundraisingEvents
Fundraising Direct Expenses	74980	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	154166	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	399	GrossSalesOfInventory
Cost Of Goods Sold	317	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	82	TotalRevenueColumn
Related Or Exempt Function Income	82	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	OTHER INCOME	Description
Total Revenue Column	10166	TotalRevenueColumn
Related Or Exempt Function Income	10166	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	10166	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1160218	TotalRevenueColumn
Related Or Exempt Function Income	205601	RelatedOrExemptFunctionIncome
Exclusion	$483	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	96000	Total
Program Services	77074	ProgramServices
Management And General	11827	ManagementAndGeneral
Fundraising	7099	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	564369	Total
Program Services	424111	ProgramServices
Management And General	94536	ManagementAndGeneral
Fundraising	45722	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	12107	Total
Program Services	9189	ProgramServices
Management And General	1950	ManagementAndGeneral
Fundraising	968	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	33435	Total
Program Services	25375	ProgramServices
Management And General	5385	ManagementAndGeneral
Fundraising	2675	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	49143	Total
Program Services	37297	ProgramServices
Management And General	7915	ManagementAndGeneral
Fundraising	3931	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	28223	Total
Management And General	28223	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	12929	Total
Management And General	12929	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	72849	Total
Program Services	62891	ProgramServices
Management And General	9958	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	3810	Total
Program Services	2891	ProgramServices
Management And General	614	ManagementAndGeneral
Fundraising	305	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	5204	Total
Program Services	3949	ProgramServices
Management And General	839	ManagementAndGeneral
Fundraising	416	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	24679	Total
Program Services	18730	ProgramServices
Management And General	3975	ManagementAndGeneral
Fundraising	1974	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	0	Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	0	Total

Interest Interest

Field	Value	IRS element (for citing)
Total	323	Total
Management And General	323	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	233	Total
Program Services	175	ProgramServices
Management And General	58	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	8096	Total
Program Services	6145	ProgramServices
Management And General	1303	ManagementAndGeneral
Fundraising	648	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Service charges AND FEES	14126	11559	2567
Commissions	15354	15354
Repairs and maintenance	16579	12583	2670	1326
Performance hall rental	52571	52571

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	43819	Total
Program Services	34311	ProgramServices
Management And General	8951	ManagementAndGeneral
Fundraising	557	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1053849	Total
Program Services	794205	ProgramServices
Management And General	194023	ManagementAndGeneral
Fundraising	65621	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	181024	BOY
EOY	263149	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	1082	BOY
EOY	8998	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	289937	BOY
EOY	288344	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
EOY	0	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
EOY	0	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	37362	BOY
EOY	42590	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	90438	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	89973	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	183	BOY
EOY	465	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
EOY	0	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
EOY	0	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
EOY	0	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	509588	BOY
EOY	603546	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	7472	BOY
EOY	3328	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	129550	BOY
EOY	140793	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	60000	BOY
EOY	40000	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	197022	BOY
EOY	184121	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	93317	BOY
EOY	61186	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	214249	BOY
EOY	353239	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	5000	BOY
EOY	5000	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	312566	BOY
EOY	419425	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	509588	BOY
EOY	603546	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	106369	ReconcilationRevenueExpenses
Reconcilation Other Changes	490	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	FederalGrantAuditRequired
Federal Grant Audit Performed	false	FederalGrantAuditPerformed

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	626697	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	647851	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	700483	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	553430	CurrentTaxYearMinus1Year
Current Tax Year	799968	CurrentTaxYear
Total	3328429	Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

Field	Value	IRS element (for citing)
Total	0	Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

Field	Value	IRS element (for citing)
Total	0	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	626697	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	647851	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	700483	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	553430	CurrentTaxYearMinus1Year
Current Tax Year	799968	CurrentTaxYear
Total	3328429	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	779006	AmountsSubstContributorsTotal
Public Support Total170	2549423	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2829	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	625	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	771	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	975	CurrentTaxYearMinus1Year
Current Tax Year	483	CurrentTaxYear
Total	5683	Total

Net UBI NetUBI

Field	Value	IRS element (for citing)
Total	0	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	879	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	412	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	842	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	201	CurrentTaxYearMinus1Year
Current Tax Year	10166	CurrentTaxYear
Total	12500	Total

Field	Value	IRS element (for citing)
Total Support	3346612	TotalSupport
Gross Receipts From Admissions Etc	3159243	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.76180	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.77850	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

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	90438	OtherCostOrOtherBasis
Depreciation	89973	Depreciation
Book Value	465	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	465	TotalOfBookValueLandBuildings
Total Revenue	1160218	TotalRevenue
Total Expenses	1053849	TotalExpenses
Excess Or Deficit For Year	106369	ExcessOrDeficitForYear
Other	$490	OtherAmount
Total Adjustments	490	TotalAdjustments
Excess Or Deficit Per FS	106859	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	1236005	TotRevenueEtcAuditedFinclStmt
Other Revenues	75787	OtherRevenues
Revenue Not Rptd F990	75787	RevenueNotRptdF990
Revenue Subtotal	1160218	RevenueSubtotal
Total Revenue Per Form990	1160218	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	1129146	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	75297	OtherExpensesIncluded
Expenses Not Rptd F990	75297	ExpensesNotRptdF990
Expenses Subtotal	1053849	ExpensesSubtotal
Total Expenses Per Form990	1053849	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Part X	Part X : FIN48 Footnote	Income TaxesFinancial statement presentation follows the recommendations of ASC 740, Income Taxes. Under ASC 740, the Symphony is required to report information regarding its exposure to various tax positions taken by the organization and requires a two-step process that separates recognition from measurement. The first step is determining whether a tax position has met the recognition threshold; the second step is measuring a tax position that meets the recognition threshold. Management believes that the Symphony has adequately evaluated its current tax positions and has concluded that as of June 30, 2012, the Symphony does not have any uncertain tax positions for which a reserve or an accrual for a tax liability would be necessary.The Symphony has received notification from the Internal Revenue Service and the State of California that it qualifies for tax-exempt status under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the California Revenue and Taxation Code, respectively. This exemption is subject to periodic review by the federal and state taxing authorities and management is confident that the organization continues to satisfy all federal and state statutes in order to qualify for continued tax exemption status. The Symphony may periodically receive unrelated business income requiring the organization to file separate tax returns under federal and state statutes. Under such conditions, the Symphony calculates and accrues the applicable taxes payable.
Part XIII, Line 2d	Part XIII, Line 2d: Other expenses and losses per audited F/S	SPECIAL EVENTS EXPENSES $74980 Cost of merchandise $317
Part XII, Line 2d	Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990	SPECIAL EVENTS EXPENSES $74980 Change in value of pledges receivable $490 Cost of merchandise $317
Part XI, Line 8	Part XI, Line 8: Other Changes in Net Assets or Fund Balances	Change in value of pledges receivable $490

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	X	MailSolicitations
Email Solicitations	X	EmailSolicitations
Phone Solicitations	X	PhoneSolicitations
Solicitation Of Non Govt Grants	X	SolicitationOfNonGovtGrants
Solicitation Of Govt Grants	X	SolicitationOfGovtGrants
Special Fundraising Events	X	SpecialFundraisingEvents
Agreement Ref Fundraising	false	AgreementRefFundraising

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	SYMPHONY GALA	NameOfEvent1
Gross Receipts Event1	193646	GrossReceiptsEvent1
Gross Revenue Event1	193646	GrossRevenueEvent1
Rent Facility Costs Event1	2500	RentFacilityCostsEvent1
Food And Beverage Event1	21073	FoodAndBeverageEvent1
Other Direct Expenses Event1	38993	OtherDirectExpensesEvent1
Name Of Event2	OTHER EVENTS	NameOfEvent2
Gross Receipts Event2	35500	GrossReceiptsEvent2
Gross Revenue Event2	35500	GrossRevenueEvent2
Food And Beverage Event2	10299	FoodAndBeverageEvent2
Other Direct Expenses Event2	2115	OtherDirectExpensesEvent2
Gross Receipts Total	229146	GrossReceiptsTotal
Gross Revenue Total Events	229146	GrossRevenueTotalEvents
Rent Facility Costs Total Events	2500	RentFacilityCostsTotalEvents
Food And Beverage Total Events	31372	FoodAndBeverageTotalEvents
Other Direct Expenses Total Events	41108	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	74980	DirectExpenseSummaryEvents
Net Income Summary	154166	NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990, Part VI, Line 19	Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGALFILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BYTAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE POSTED ANNUALLY TOWWW.GUIDESTAR.ORG (WHERE IT IS AVAILABLE FOR VIEWING AS AN ELECTRONIC COPY) AND ARE ALSO AVAILABLE AT THE ORGANIZATION'S OFFICE IN BERKELEY, CALIFORNIA (FOR A PHYSICAL INSPECTION).
Form 990, Part VI, Line 15b	Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees	COMPENSATION OF OTHER PERSONNEL AND KEY EMPLOYEES IS REVIEWED AT LEAST ANNUALLY BY MEMBERS OF MANAGEMENT. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES IN ORDER TO DETERMINE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES AND ALL RELATED BENEFITS. ALL DECISIONS ARE THEN DOCUMENTED IN PERSONNEL FILES.
Form 990, Part VI, Line 12c	Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts	MEMBERS OF THE BOARD OF DIRECTORS REVIEW ALL POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY. THE EXECUTIVE DIRECTOR AND ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE (IN WRITING) POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LOANS BETWEEN THE ORGANIZATION AND MEMBERS OF MANAGEMENT AND THE BOARD ARE STRICTLY PROHIBITED. THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES.
Form 990, Part VI, Line 11	Form 990, Part VI, Line 11: Form 990 Review Process	FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BYTHE ORGANIZATION'S MANAGEMENT, A MEMBER OF THE BOARD OF DIRECTORS, AND THE EXECUTIVEDIRECTOR. THIS GROUP OF INDIVIDUALS THEN DISCUSSES THE CONTENTS OF THE RETURN WITHTHE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERENECESSARY), THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY. A REPRESENTATIVE OF MANAGEMENT SIGNS AND MAILS THE RETURN TO THE DEPARTMENT OF THE TREASURY.
		Client Note 1 - Property and Equipment----------------------Property and equipment consist of the following at July 31, 2012 and 2011: 2012 2011 --------- ---------Office equipment $ 90,438 $ 86,743Orchestra equipment 3,000 3,000Less: accumulated depreciation (89,973) (89,560) --------- ---------Property and equipment, net $ 465 $ 183 ========= =========Depreciation expense amounted to $233 and $1,370 for the years ended July 31, 2012 and 2011, respectively. Union Pension Plans-------------------The Symphony is obligated to contribute funds to pension plans on behalf of its musicians. These plans include all union employees covered by a collective bargaining agreement. Contributions to the union-operated plans amounted to $15,538 and $18,837 for the years ended July 31, 2012 and 2011, respectively.