SYMPHONY SAN JOSE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: SYMPHONY SAN JOSE (EIN 32-0083030)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-04-16
IRS object ID: 202601069349301600
Schema version: 2024v5.5
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 J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-04-16T17:01:49-05:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	932001788	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BRYMAR CPA LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	17 ASPEN WAY	AddressLine1Txt
City	WATSONVILLE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95076	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-07-01	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 SAN JOSE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SYMP	BusinessNameControlTxt
Phone	4082862600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	325 S 1ST ST 160	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95113	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT MASSEY	PersonNm
Person Title	CEO & EXECUTIVE ARTISTIC DIRECTOR	PersonTitleTxt
Phone	4082862600	PhoneNum
Signature	2026-04-07	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL J BRYANT	PreparerPersonNm
PTIN	P01568974	PTIN
Phone	8312881720	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ROBERT MASSEY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	325 S 1ST ST 160	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95113	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$4,420,203	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW. SYMPHONYSANJOSE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2003	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE ORCHESTRAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	458	TotalEmployeeCnt
Total Volunteers	40	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,087,050	PYContributionsGrantsAmt
CY Contributions Grants	$2,381,596	CYContributionsGrantsAmt
PY Program Service Revenue	$983,471	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,774,846	CYProgramServiceRevenueAmt
PY Investment Income	$100,275	PYInvestmentIncomeAmt
CY Investment Income	$203,601	CYInvestmentIncomeAmt
PY Other Revenue	$1,574	PYOtherRevenueAmt
CY Other Revenue	$14,094	CYOtherRevenueAmt
PY Total Revenue	$2,172,370	PYTotalRevenueAmt
CY Total Revenue	$4,374,137	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,006,103	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,240,541	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$154,934	CYTotalFundraisingExpenseAmt
PY Other Expenses	$868,537	PYOtherExpensesAmt
CY Other Expenses	$973,892	CYOtherExpensesAmt
PY Total Expenses	$2,874,640	PYTotalExpensesAmt
CY Total Expenses	$3,214,433	CYTotalExpensesAmt
PY Revenues Less Expenses	-$702,270	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,159,704	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,304,964	TotalAssetsBOYAmt
Total Assets EOY	$4,477,146	TotalAssetsEOYAmt
Total Liabilities BOY	$766,886	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$779,364	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,538,078	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,697,782	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROVIDE ORCHESTRAL 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	$1,777,155	ExpenseAmt
Revenue	$1,001,389	RevenueAmt
Desc	SUBSCRIPTION SERIES - THE CORNERSTONE OF THE SYMPHONY'S ARTISTIC SEASON IS ITS 14-CONCERT SUBSCRIPTION SERIES. THESE PROGRAMS SERVE APPROXIMATELY 14,000, INCLUDING SEASON SUBSCRIBERS AND SINGLE TICKET BUYERS. A VAST MAJORITY OF THE SYMPHONY'S INDIVIDUAL DONORS ALSO ATTEND. THESE CONCERTS ARE LED BY A ROSTER OF INTERNATIONALLY ACCLAIMED CONDUCTORS AND FEATURE WORLD-RENOWN GUEST ARTISTS AS SOLOISTS. THE EXECUTIVE ARTISTIC DIRECTOR DESIGNS EACH PROGRAM, DRAWING ON THE MASTERY OF THE ORCHESTRA, CONDUCTOR, AND SOLOIST, PROVIDING STIMULATING CONCERT EXPERIENCES TO AUDIENCES.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$806,176	ExpenseAmt
Revenue	$745,285	RevenueAmt
Desc	SPECIAL PRESENTATIONS - THE SYMPHONY'S NON-SUBSCRIPTION OFFERINGS THIS YEAR INCLUDED AN 11-PERFORMANCE RUN OF THE NUTCRACKER, AS WELL AS THE ANNUAL HOLIDAY SPECTACULAR PRODUCTION AND AN EVENT AT MOUNTAIN WINERY FEATURING ARTURO SANDOVAL. THESE CONCERTS ATTRACTED NEARLY 10,000 AUDIENCE MEMBERS, MOST OF WHOM WERE NEW ATTENDEES TO THE SYMPHONY.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$59,985	ExpenseAmt
Revenue	$26,245	RevenueAmt
Desc	CHORALE PROGRAMS - THESE CONCERTS FEATURE THE SYMPHONY SAN JOSE CHORALE AND INCLUDE AN ANNUAL FALL AND SPRING CONCERT IN LOCAL CHURCHES, ATTRACTING APPROXIMATELY 1,000 PATRONS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$53,771	ExpenseAmt
Revenue	$1,927	RevenueAmt
Desc	OTHER PROGRAM SERVICES	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$53,771	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$1,927	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$2,697,087	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
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
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	26	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	458	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
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	0	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	0	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	ROBERT MASSEY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4082862600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	325 S 1ST ST 160	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95113	ZIPCd

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
NANCY JOHNSON
CHAIR	5.00	Yes (X)	Yes (X)	$0	$0	$0
NICHOLAS ADAMS
VICE CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
JAMES WILLIAMS
TREASURER	5.00	Yes (X)	Yes (X)	$0	$0	$0
SARALYN WINSLOW
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
SHARYN BIRES
DIRECTOR	1.00	Yes (X)		$0	$0	$0
BUNNY LADEN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
VINCENT SUNZERI
DIRECTOR	1.00	Yes (X)		$0	$0	$0
AHMAD THOMAS
DIRECTOR	1.00	Yes (X)		$0	$0	$0
SCOTT YOKIM
DIRECTOR	1.00	Yes (X)		$0	$0	$0
ROBERT MASSEY
CEO & ARTISTIC DIRECTOR	40.00		Yes (X)	$177,070	$0	$10,184
BECK ENGWERDA
DEVELOPMENT DIRECTOR	40.00		Yes (X)	$111,458	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$288,528	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$10,184	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Government Grants	$184,381	GovernmentGrantsAmt
All Other Contributions	$2,197,215	AllOtherContributionsAmt
Noncash Contributions	$12,900	NoncashContributionsAmt
Total Contributions	$2,381,596	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SINGLE TICKET SALES	711130	$1,207,259	$1,207,259
SUBSCRIPTION TICKET SA	711130	$452,894	$452,894
PERFORMANCE FEES	711130	$87,980	$87,980
CHORALE TUITION & FEES	711130	$14,925	$14,925
OTHER EARNED INCOME	711130	$11,788	$11,788

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,774,846	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$203,601	TotalRevenueColumnAmt
Exclusion	$203,601	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$57,839	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$46,066	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,773	TotalRevenueColumnAmt
Exclusion	$11,773	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$2,321	TotalRevenueColumnAmt
Exclusion	$2,321	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$2,321	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,374,137	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,774,846	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$217,695	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$298,712	TotalAmt
Program Services	$140,441	ProgramServicesAmt
Management And General	$28,088	ManagementAndGeneralAmt
Fundraising	$130,183	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,745,871	TotalAmt
Program Services	$1,698,638	ProgramServicesAmt
Management And General	$35,195	ManagementAndGeneralAmt
Fundraising	$12,038	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$26,976	TotalAmt
Program Services	$18,829	ProgramServicesAmt
Management And General	$5,545	ManagementAndGeneralAmt
Fundraising	$2,602	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$168,982	TotalAmt
Program Services	$149,873	ProgramServicesAmt
Management And General	$8,998	ManagementAndGeneralAmt
Fundraising	$10,111	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$474	TotalAmt
Management And General	$474	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$104,932	TotalAmt
Management And General	$104,932	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$265,394	TotalAmt
Program Services	$263,663	ProgramServicesAmt
Management And General	$1,431	ManagementAndGeneralAmt
Fundraising	$300	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$99,218	TotalAmt
Program Services	$16,395	ProgramServicesAmt
Management And General	$82,622	ManagementAndGeneralAmt
Fundraising	$201	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$177,149	TotalAmt
Program Services	$116,771	ProgramServicesAmt
Management And General	$60,378	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$5,102	TotalAmt
Program Services	$5,102	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$31,588	TotalAmt
Program Services	$29,592	ProgramServicesAmt
Management And General	$1,996	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$32,555	TotalAmt
Program Services	$8,146	ProgramServicesAmt
Management And General	$24,409	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PRODUCTION EXPENSES	$217,910	$164,066	$8,344	$45,500
BOX OFFICE EXPENSES	$85,636	$85,571		$65
FUNDRAISING EXPENSES	-$46,066			-$46,066

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,214,433	TotalAmt
Program Services	$2,697,087	ProgramServicesAmt
Management And General	$362,412	ManagementAndGeneralAmt
Fundraising	$154,934	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$193,355	BOYAmt
EOY	$459,381	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$9,191	BOYAmt
EOY	$8,653	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$6,222	BOYAmt
EOY	$5,321	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$63,051	BOYAmt
EOY	$42,076	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$400,500	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$291,312	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$105,196	BOYAmt
EOY	$109,188	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$2,871,238	BOYAmt
EOY	$3,552,630	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$56,711	BOYAmt
EOY	$299,897	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,304,964	BOYAmt
EOY	$4,477,146	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$97,547	BOYAmt
EOY	$38,938	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$414,247	BOYAmt
EOY	$430,693	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$195,000	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$60,092	BOYAmt
EOY	$309,733	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$766,886	BOYAmt
EOY	$779,364	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$210,586	BOYAmt
EOY	$1,176,202	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,327,492	BOYAmt
EOY	$2,521,580	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,538,078	BOYAmt
EOY	$3,697,782	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,304,964	BOYAmt
EOY	$4,477,146	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$1,159,704	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,834,532	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,783,193	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,189,615	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,087,050	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,381,596	CurrentTaxYearAmt
Total	$9,275,986	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,834,532	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,783,193	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,189,615	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,087,050	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,381,596	CurrentTaxYearAmt
Total	$9,275,986	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$9,275,986	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$71,096	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$123,296	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$90,562	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$93,583	CurrentTaxYearMinus1YearAmt
Current Tax Year	$203,601	CurrentTaxYearAmt
Total	$582,138	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$1,574	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,773	CurrentTaxYearAmt
Total	$13,347	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$9,871,471	TotalSupportAmt
Gross Receipts Rltd Activities	$4,242,152	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.93970	PublicSupportCY170Pct
Public Support PY170	0.89390	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	$2,871,238	BeginningYearBalanceAmt
Contributions	$627,796	ContributionsAmt
Investment Earnings Or Losses	$203,599	InvestmentEarningsOrLossesAmt
Other Expenditures	$150,000	OtherExpendituresAmt
End Year Balance	$3,552,633	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,541,200	BeginningYearBalanceAmt
Investment Earnings Or Losses	$495,038	InvestmentEarningsOrLossesAmt
Other Expenditures	$165,000	OtherExpendituresAmt
End Year Balance	$2,871,238	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,859,493	BeginningYearBalanceAmt
Investment Earnings Or Losses	$269,503	InvestmentEarningsOrLossesAmt
Other Expenditures	$587,796	OtherExpendituresAmt
End Year Balance	$2,541,200	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,261,974	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$302,481	InvestmentEarningsOrLossesAmt
Other Expenditures	$100,000	OtherExpendituresAmt
End Year Balance	$2,859,493	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,449,542	BeginningYearBalanceAmt
Contributions	$450,000	ContributionsAmt
Investment Earnings Or Losses	$482,432	InvestmentEarningsOrLossesAmt
Other Expenditures	$120,000	OtherExpendituresAmt
End Year Balance	$3,261,974	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.33832	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.57454	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.08714	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	$400,500	OtherCostOrOtherBasisAmt
Depreciation	$291,312	DepreciationAmt
Book Value	$109,188	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$109,188	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	RIGHT-OF-USE ASSET:ROU ASSET - LEASE	Desc
Book Value	$299,897	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$299,897	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
LEASE LIABILITY:LEASE LIABILITY - SHORT TERM	$51,227
LEASE LIABILITY:LEASE LIABILITY -LONG TERM	$248,670
ANNUITY	$9,836

Field	Value	IRS element (for citing)
Total Liability	$309,733	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$4,374,137	TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported	$0	RevenueNotReportedAmt
Revenue Subtotal	$4,374,137	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$4,374,137	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,214,433	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$3,214,433	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$3,214,433	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

THE SYMPHONY NEEDS THE LIQUIDITY TO BE ABLE TO DRAW APPROXIMATELY 5% OF THE PRINCIPAL ANNUALLY TO SUPPLEMENT THE OPERATING BUDGET. THE GOAL OF THE SPENDING POLICY IS TO APPLY A DISCIPLINED AND REASONED APPROACH TO MOVING MONEY FROM THE ENDOWMENT FUND TO ITS BENEFICIARY ON A PREDICTABLE, CONSISTENT BASIS. THE CURRENT SPENDING POLICY IS BASED ON THE PAYOUT RATE MULTIPLIED BY THE AVERAGE MARKET VALUE OF THE FUND OVER THE PREVIOUS 12 QUARTERS. A 27% RANGE WILL BE IN PLACE TO ALLOW FOR BOARD DISCRETION DURING PARTICULARLY VOLATILE PERIODS. NOTWITHSTANDING THESE SPENDING PARAMETERS, THE ORIGINAL CORPUS SHALL NOT BE INVADED EXCEPT AS PROVIDED WITHIN THE SPECIFIC DONOR TERMS FOR THE $1 MILLION GIFT AS DESCRIBED ABOVE. ANY CHANGES TO THE ENDOWMENT'S SPENDING POLICY SHALL BE RECOMMENDED BY THE INVESTMENT COMMITTEE AND/OR INVESTMENT ADVISORS, WITH ULTIMATE APPROVAL BY THE BOARD OF TRUSTEES.

PART X, LINE 2:

THE SYMPHONY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING STATEMENTS. IN ADDITION, THE SYMPHONY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) (1) OF THE INTERNAL REVENUE CODE. 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, 2022 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE SYMPHONY'S CALIFORNIA RETURNS FOR THE TAX YEARS ENDED JUNE 30, 2021 AND BEYOND REMAIN SUBJECT TO POSSIBLE EXAMINATION BY THE FRANCHISE TAX BOARD.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	OPENING NIGHT 10/5/2024	Event1Nm
Gross Receipts Event1	$57,839	GrossReceiptsEvent1Amt
Gross Revenue Event1	$57,839	GrossRevenueEvent1Amt
Other Direct Expenses Event1	$46,066	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$57,839	GrossReceiptsTotalAmt
Gross Revenue Total Events	$57,839	GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events	$46,066	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$46,066	DirectExpenseSummaryEventsAmt
Net Income Summary	$11,773	NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	ROBERT MASSEY	PersonNm
Title	CEO & ARTISTIC DIRECTOR	TitleTxt
Base Compensation Filing Org	$177,070	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$10,184	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$187,254	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS SCANNED AND EMAILED 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 CEO 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 CEO'S BOARD FILES. BOARD MEMBERS ARE REQUIRED TO REPORT TO THE CEO 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 15A	THE COMPENSATION OF THE CEO 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 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 CEO'S PERSONNEL FILES. MOST RECENTLY, THE CEO'S COMPENSATIONS WERE REVIEWED IN CONNECTION WITH THE ANNUAL PERFORMANCE REVIEW.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990 PART XII LINE 2C	THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.