Totals
- Total revenue
- $2,172,370
- Total expenses
- $2,874,640
- Contributions and grants received
- $1,087,050
- Grants paid
- $0
- Program service revenue
- $983,471
- Investment income
- $100,275
- Other revenue
- $1,574
- Total assets, end of year
- $3,304,964
- Total liabilities, end of year
- $766,886
- Net assets or fund balances, end of year
- $2,538,078
- Program services expenses (Part IX)
- $2,323,078
- Management and general expenses
- $363,039
- Fundraising expenses
- $188,523
- Program service expenses (Part III)
- $2,323,078
Program services were 80.8% 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.
-
1c · Fundraising events
$51,450
-
1e · Government grants (contributions)
$214,411
-
1f · All other contributions, gifts and grants
$821,189
-
1g · Noncash contributions included above
$47,249
-
2a · Program service revenue: SINGLE TICKET SALES
total $475,776 · related or exempt $475,776
-
2b · Program service revenue: SUBSCRIPTION TICKET SA
total $380,089 · related or exempt $380,089
-
2c · Program service revenue: PERFORMANCE FEES
total $127,606 · related or exempt $127,606
-
3 · Investment income
total $93,583 · excluded $93,583
-
7a · Gross sales of assets other than inventory
securities $775,994
-
7b · Less cost or other basis and sales expenses
securities $769,302
-
7c · Gain or loss
securities $6,692
-
7d · Net gain or loss
total $6,692 · excluded $6,692
-
8a · Fundraising events: gross income
$31,200
-
8a · Fundraising events: contributions included on line 1c
$51,450
-
8b · Fundraising events: direct expenses
$29,626
-
8c · Net income from fundraising events
total $1,574 · excluded $1,574
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $195,706 · program services $146,779 · management and general $19,571 · fundraising $29,356
-
7 · Other salaries and wages
total $1,658,094 · program services $1,520,679 · management and general $25,492 · fundraising $111,923
-
8 · Pension plan contributions
total $85,912 · program services $85,912
-
9 · Other employee benefits
total $23,067 · program services $9,195 · management and general $13,225 · fundraising $647
-
10 · Payroll taxes
total $43,324 · program services $30,055 · management and general $3,066 · fundraising $10,203
-
11b · Fees: legal
total $963 · management and general $963
-
11c · Fees: accounting
total $96,240 · management and general $96,240
-
11f · Fees: investment management
total $18,408 · management and general $18,408
-
12 · Advertising and promotion
total $235,768 · program services $197,727 · management and general $38,041
-
13 · Office expenses
total $63,967 · program services $2,971 · management and general $59,874 · fundraising $1,122
-
16 · Occupancy
total $99,276 · program services $48,747 · management and general $50,529
-
17 · Travel
total $2,633 · program services $2,633
-
22 · Depreciation, depletion and amortization
total $27,697 · program services $25,202 · management and general $2,495
-
23 · Insurance
total $26,589 · program services $7,244 · management and general $19,345
-
24a · Other expenses: PRODUCTION EXPENSES
total $226,530 · program services $188,060 · management and general $3,739 · fundraising $34,731
-
24b · Other expenses: BOX OFFICE/TICKET OFFIC
total $70,466 · program services $57,874 · management and general $12,051 · fundraising $541
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $159,662 · end of year $193,355
-
2 · Savings and temporary cash investments
beginning of year $48,628 · end of year $9,191
-
3 · Pledges and grants receivable
beginning of year $10,140 · end of year $0
-
4 · Accounts receivable
beginning of year $51,151 · end of year $6,222
-
9 · Prepaid expenses and deferred charges
beginning of year $22,718 · end of year $63,051
-
10a · Land, buildings and equipment: cost or other basis
$365,091
-
10b · Land, buildings and equipment: accumulated depreciation
$259,895
-
10c · Land, buildings and equipment, net
beginning of year $132,893 · end of year $105,196
-
11 · Investments: publicly traded securities
beginning of year $2,968,996 · end of year $2,871,238
-
15 · Other assets
beginning of year $113,281 · end of year $56,711
-
17 · Accounts payable and accrued expenses
beginning of year $241,641 · end of year $97,547
-
19 · Deferred revenue
beginning of year $327,099 · end of year $414,247
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $195,000
-
25 · Other liabilities
beginning of year $115,097 · end of year $60,092
-
27 · Net assets without donor restrictions
beginning of year $766,432 · end of year $210,586
-
28 · Net assets with donor restrictions
beginning of year $2,057,200 · end of year $2,327,492
Mission and programs · 2023
Mission
TO PROVIDE ORCHESTRAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS TO THE GREATER SILICON VALLEY REGION.
Activities or mission (Part I)
TO PROVIDE ORCHESTRAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS.
-
CLASSICS CONCERTS - THE CORNERSTONE OF THE SYMPHONY'S ARTISTIC SEASON IS ITS 14-CONCERT CLASSICS SERIES. THIS PROGRAM SERVES APPROXIMATELY 12,000, 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 AS SOLOISTS BOTH THE ORCHESTRA'S PRINCIPALS AND WORLD-RENOWN GUEST ARTISTS. THE EXECUTIVE ARTISTIC DIRECTOR DESIGNS EACH PROGRAM, DRAWING ON THE MASTERY OF THE ORCHESTRA, CONDUCTOR, AND SOLOIST, PROVIDING STIMULATING CONCERT EXPERIENCES TO AUDIENCES. CLASSICS PROGRAMS ACCOUNT FOR THE MAJORITY OF THE ORCHESTRA'S AND THEATER STAFF'S ANNUAL PAYROLL.
Expenses $1,962,485 · Revenue $773,445
-
SPECIAL PRESENTATIONS - THE SYMPHONY'S NON-CLASSICS PERFORMANCES THIS YEAR INCLUDED TWO PERFORMANCES OF THE HOLIDAY POPS CONCERT CHRISTMAS AT THE CALIFORNIA, AS WELL AS TWO PERFORMANCES OF THE FILM WITH ORCHESTRA, E.T. - THE EXTRA-TERRESTRIAL, PERFORMED WITH THE MOVIE PROJECTED ON A GIANT SCREEN ABOVE THE ORCHESTRA. THESE CONCERTS ATTRACTED NEARLY 5,000 AUDIENCE MEMBERS, MANY OF WHOM WERE NEW.
Expenses $305,384 · Revenue $182,296
-
CHORALE PROGRAMS - THESE CONCERTS FEATURE THE SYMPHONY SAN JOSE CHORALE AND INCLUDE AN ANNUAL FALL AND SPRING CONCERT IN LOCAL CHURCHES. APPROXIMATELY 1,000 PEOPLE ATTENDED.
Expenses $55,209 · Revenue $27,730
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Bunny LadenBUNNY LADEN
CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Nancy JohnsonNANCY JOHNSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Lloyd SchmidtLLOYD SCHMIDT
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Nicholas AdamsNICHOLAS ADAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sharyn BiresSHARYN BIRES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Saralyn WinslowSARALYN WINSLOW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert MasseyROBERT MASSEY
CEO & EXECUTIVE ARTISTIC DIRECTOR
- Total calculated
- $195,705
- From this org
- $182,525
- From related orgs
- $0
- Other
- $13,180
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,525
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $13,180
- Filer's total
- $195,705
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 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511339349304821
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