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Nonprofiteer
← SAN FRANCISCO SYMPHONY

Form 990 for tax year 2023

Filed by SAN FRANCISCO SYMPHONY.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 11 August 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$67,804,953
Total expenses
$84,591,090
Contributions and grants received
$26,467,798
Grants paid
$64,309
Program service revenue
$31,619,154
Investment income
$10,420,103
Other revenue
-$702,102
Total assets, end of year
$425,949,812
Total liabilities, end of year
$21,472,429
Net assets or fund balances, end of year
$404,477,383
Program services expenses (Part IX)
$64,655,485
Management and general expenses
$14,507,647
Fundraising expenses
$5,427,958
Program service expenses (Part III)
$64,655,485

Program services were 76.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $45,017

  • 1c · Fundraising events

    $2,819,219

  • 1e · Government grants (contributions)

    $2,234,941

  • 1f · All other contributions, gifts and grants

    $21,368,621

  • 1g · Noncash contributions included above

    $2,068,524

  • 2a · Program service revenue: CONCERT & RELATED EVENTS

    total $31,468,873 · related or exempt $31,468,873

  • 2b · Program service revenue: VOLUNTEER COUNCIL

    total $150,281 · related or exempt $150,281

  • 3 · Investment income

    total $5,046,599 · excluded $5,046,599

  • 5 · Royalties

    total $76,799 · excluded $76,799

  • 6a · Gross rents

    real property $1,676 · personal property $71,847

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $1,676 · personal property $71,847

  • 6d · Net rental income or loss

    total $73,523 · unrelated business $1,676 · excluded $71,847

  • 7a · Gross sales of assets other than inventory

    securities $293,650,059

  • 7b · Less cost or other basis and sales expenses

    securities $288,276,555

  • 7c · Gain or loss

    securities $5,373,504

  • 7d · Net gain or loss

    total $5,373,504 · excluded $5,373,504

  • 8a · Fundraising events: gross income

    $918,342

  • 8a · Fundraising events: contributions included on line 1c

    $2,819,219

  • 8b · Fundraising events: direct expenses

    $2,541,962

  • 8c · Net income from fundraising events

    total -$1,623,620 · excluded -$1,623,620

  • 10a · Gross sales of inventory

    $85,355

  • 10b · Cost of goods sold

    $9,715

  • 10c · Net income from sales of inventory

    total $75,640 · related or exempt $75,640

  • 11a · Other revenue: PENTATONE DOCUMENTARY

    total $203,744 · excluded $203,744

  • 11b · Other revenue: CARTIER - SP. PERFORMANCE

    total $201,247 · excluded $201,247

  • 11c · Other revenue: LEGAL SETTLEMENT

    total $175,000 · excluded $175,000

  • 11d · All other revenue

    total $115,565 · excluded $115,565

  • 11e · Other revenue, total

    $695,556

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $64,309 · program services $64,309

  • 5 · Compensation of officers, directors and key employees

    total $1,176,380 · program services $199,415 · management and general $695,773 · fundraising $281,192

  • 7 · Other salaries and wages

    total $41,266,086 · program services $35,245,324 · management and general $3,102,129 · fundraising $2,918,633

  • 8 · Pension plan contributions

    total $1,484,937 · program services $1,198,262 · management and general $133,604 · fundraising $153,071

  • 9 · Other employee benefits

    total $7,706,247 · program services $5,965,255 · management and general $914,097 · fundraising $826,895

  • 10 · Payroll taxes

    total $2,999,882 · program services $2,317,539 · management and general $446,076 · fundraising $236,267

  • 11a · Fees: management

    total $961,244 · program services $143,510 · management and general $817,734

  • 11b · Fees: legal

    total $1,766,599 · management and general $1,766,599

  • 11c · Fees: accounting

    total $222,452 · management and general $222,452

  • 11d · Fees: lobbying

    total $116,480 · management and general $116,480

  • 11e · Fees: professional fundraising services

    total $347,907 · fundraising $347,907

  • 11f · Fees: investment management

    total $1,661,714 · program services $756,095 · management and general $905,619

  • 11g · Fees: other

    total $13,793,259 · program services $10,433,892 · management and general $3,106,461 · fundraising $252,906

  • 12 · Advertising and promotion

    total $2,664,521 · program services $2,664,521

  • 13 · Office expenses

    total $511,468 · program services $476,414 · management and general $16,801 · fundraising $18,253

  • 14 · Information technology

    total $913,981 · program services $697,542 · management and general $151,345 · fundraising $65,094

  • 15 · Royalties

    total $4,043 · program services $4,043

  • 16 · Occupancy

    total $1,280,017 · program services $956,667 · management and general $323,069 · fundraising $281

  • 17 · Travel

    total $772,284 · program services $669,746 · management and general $36,679 · fundraising $65,859

  • 19 · Conferences, conventions and meetings

    total $81,119 · program services $44,135 · management and general $25,235 · fundraising $11,749

  • 20 · Interest

    total $354,125 · management and general $354,125

  • 22 · Depreciation, depletion and amortization

    total $505,381 · program services $212,810 · management and general $234,039 · fundraising $58,532

  • 23 · Insurance

    total $550,724 · program services $98,344 · management and general $452,380

  • 24a · Other expenses: CREDIT CARD PROCESSING

    total $746,137 · program services $691,510 · fundraising $54,627

  • 24b · Other expenses: PRINTING AND BROCHURES

    total $392,360 · program services $282,103 · management and general $9,995 · fundraising $100,262

  • 24c · Other expenses: PRODUCTION SUPPLIES

    total $181,401 · program services $132,872 · management and general $12,131 · fundraising $36,398

  • 24e · All other expenses

    total $2,066,033 · program services $1,401,177 · management and general $664,824 · fundraising $32

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,486,572 · end of year $7,482,592

  • 2 · Savings and temporary cash investments

    beginning of year $453,521 · end of year $1,227,721

  • 3 · Pledges and grants receivable

    beginning of year $5,131,474 · end of year $6,747,360

  • 4 · Accounts receivable

    beginning of year $2,198,809 · end of year $2,350,475

  • 7 · Other notes and loans receivable

    beginning of year $2,838,733 · end of year $2,131,988

  • 8 · Inventories for sale or use

    beginning of year $143,623 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,972,629 · end of year $1,362,183

  • 10a · Land, buildings and equipment: cost or other basis

    $20,422,890

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,201,716

  • 10c · Land, buildings and equipment, net

    beginning of year $14,300,339 · end of year $14,221,174

  • 11 · Investments: publicly traded securities

    beginning of year $57,400,116 · end of year $56,234,756

  • 12 · Investments: other securities

    beginning of year $273,799,044 · end of year $307,355,014

  • 15 · Other assets

    beginning of year $30,519,271 · end of year $26,836,549

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,516,592 · end of year $4,455,547

  • 19 · Deferred revenue

    beginning of year $9,730,088 · end of year $14,752,171

  • 25 · Other liabilities

    beginning of year $2,346,647 · end of year $2,264,711

  • 27 · Net assets without donor restrictions

    beginning of year $47,397,503 · end of year $49,419,624

  • 28 · Net assets with donor restrictions

    beginning of year $328,253,301 · end of year $355,057,759

Mission and programs · 2023

Mission

THE SAN FRANCISCO SYMPHONY EXISTS TO INSPIRE AND SERVE AUDIENCES AND COMMUNITIES THROUGHOUT THE BAY AREA AND THE WORLD THROUGH THE POWER OF MUSICAL PERFORMANCE.

Activities or mission (Part I)

TO INSPIRE AND SERVE AUDIENCES AND COMMUNITIES THROUGHOUT THE BAY AREA (CONTINUED ON SCH O) AND THE WORLD THROUGH THE POWER OF MUSICAL PERFORMANCE.

  • THROUGH ITS ARTISTIC, EDUCATION, AND COMMUNITY PROGRAMS, THE SAN FRANCISCO SYMPHONY SERVES MORE THAN 650,000 BAY AREA RESIDENTS AND VISITORS OF EVERY ECONOMIC AND CUTURAL BACKGROUND IN OVER 175 CONCERTS THROUGHOUT THE YEAR. CONCERTS INCLUDE THE CLASSICAL SUBSCRIPTION SERIES, CHAMBER CONCERTS, GREAT PERFORMER SERIES, AND NEW ARTIST SPOTLIGHT SERIES. ADDITIONAL CONCERTS INCLUDE LIVE FILMS AND THE INNOVATIVE SOUNDBOX SERIES. THE SYMPHONY ADDITIONALLY REACHES MILLIONS OF LISTENERS THROUGHOUT THE UNITED STATES AND ABROAD THROUGH RECORDING, DIGITAL PERFORMANCE, AND RADIO AND TELEVISION BROADCASTS.

    Expenses $62,165,715 · Revenue $31,694,794

  • IN PARTNERSHIP WITH THE SAN FRANCISCO UNIFIED SCHOOL DISTRICT, THE SAN FRANCISCO SYMPHONY PROVIDES COMPREHENSIVE MUSIC EDUCATION TO EVERY STUDENT IN GRADES 1-5 IN SAN FRANCISCO'S PUBLIC ELEMENTARY SCHOOLS THROUGH ADVENTURES IN MUSIC, AND SUPPORTS EVERY PUBLIC MIDDLE AND HIGH SCHOOL BAND AND ORCHESTRA PROGRAM THROUGH MUSIC AND MENTORS.

    Expenses $2,489,770 · Grants $64,309

As filed on the 2023 return.

Listed in Part VII

  • PRISCILLA B GEESLIN

    CHAIR

    Total calculated
    $0
    Hours/week
    30

  • MATT COHLER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    8

  • TRINE SORENSEN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    8

  • MICHAEL PIERCE

    TREASURER

    Total calculated
    $0
    Hours/week
    8

  • F CURT KIRSCHNER

    SECRETARY

    Total calculated
    $0
    Hours/week
    8

  • AIDA M ALVAREZ

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    3

  • DAVID J BERGER

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    3

  • JEFF BHARKHDA

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    3

  • PAULA BLANK

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    5

  • CAROL CASEY

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    1

  • DEAN CASH

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    2

  • IRIS CHAN

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    3

  • LUCAS CHANG

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    3

  • TIFFANY CHANG

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    3

  • JOHN S CHEN

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    1

  • DAN COOPERMAN

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    4

  • MICHELE BEIGEL CORASH

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    4

  • GAIL COVINGTON

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    8

  • JEROME DODSON

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    3

  • MARY C FALVEY

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    7

  • SAKURAKO FISHER

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    3

  • MARY A FRANCIS

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    2

  • A JOHN GAMBS

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    3

  • GORDON P GETTY

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    1

  • JOHN D GOLDMAN

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    4

  • JEROME M GUILLEN

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    6

  • JIM HENRY

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    6

  • ADITI IYER

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    3

  • BASHEER JANJUA

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    2

  • MARK A JUNG

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    1

  • GRETCHEN KIMBALL

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    4

  • METTA KRACH

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    3

  • PATRICIA LEE-HOFFMANN

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    2

  • MAX LEVCHIN

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    3

  • FRED LEVIN

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    3

  • MARC T MACAULAY

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    6

  • REBECCA MACIEIRA-KAUFMANN

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    3

  • RAJ MATHAI

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    1

  • ALAN MAY

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    3

  • PATRICK MCCABE

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    3

  • DEBRA MCCOY

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    4

  • ANDREA PALMER

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    1

  • ANN PARAS

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    4

  • MARK C PERRY

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    2

  • PATRICIA CALFEE-PICACHE - MEMBER

    BOARD OF GOVERNORS (THRU 9/23)

    Total calculated
    $0
    Hours/week
    3

  • ELEANOR POLLAK - MEMBER

    BOARD OF GOVERNORS (AS OF 9/23)

    Total calculated
    $0
    Hours/week
    3

  • SEKSOM SURIYAPA

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    3

  • ROBERT THOMPSON

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    6

  • MARC WINNIFORD

    MEMBER, BOARD OF GOVERNORS

    Total calculated
    $0
    Hours/week
    2

  • MATTHEW SPIVEY

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $773,823
    From this org
    $724,481
    From related orgs
    $0
    Other
    $49,342
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $724,481
    Bonus
    $0
    Other
    $0
    Deferred
    $18,320
    Nontaxable benefits
    $31,022
    Filer's total
    $773,823

  • SANDRA CURRY

    CF&AO (AS OF 2/23)

    Total calculated
    $303,120
    From this org
    $303,120
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $303,120
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $303,120

  • ALEXANDER BARANTSCHIK

    CONCERTMASTER

    Total calculated
    $652,984
    From this org
    $577,132
    From related orgs
    $0
    Other
    $75,852
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $576,464
    Bonus
    $0
    Other
    $668
    Deferred
    $60,133
    Nontaxable benefits
    $15,719
    Filer's total
    $652,984

  • LEIGH BRAWER

    CHIEF PHILANTHROPY OFFICER

    Total calculated
    $382,779
    From this org
    $373,466
    From related orgs
    $0
    Other
    $9,313
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $373,466
    Bonus
    $0
    Other
    $0
    Deferred
    $6,578
    Nontaxable benefits
    $2,735
    Filer's total
    $382,779

  • EUGENE IZOTOV

    PRINCIPAL OBOE

    Total calculated
    $393,250
    From this org
    $346,255
    From related orgs
    $0
    Other
    $46,995
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $331,086
    Bonus
    $15,000
    Other
    $169
    Deferred
    $30,047
    Nontaxable benefits
    $16,948
    Filer's total
    $393,250

  • RAINER EUDEIKIS

    PRINCIPAL CELLO

    Total calculated
    $333,059
    From this org
    $308,391
    From related orgs
    $0
    Other
    $24,668
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $293,291
    Bonus
    $0
    Other
    $15,100
    Deferred
    $18,520
    Nontaxable benefits
    $6,148
    Filer's total
    $333,059

  • EDWARD STEPHAN

    PRINCIPAL TIMPANI

    Total calculated
    $347,550
    From this org
    $313,460
    From related orgs
    $0
    Other
    $34,090
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $273,315
    Bonus
    $20,000
    Other
    $20,145
    Deferred
    $27,333
    Nontaxable benefits
    $6,757
    Filer's total
    $347,550

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
8 July 2025
IRS schema version
2023v6.0
Source object
202511959349301886

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