Symphony San Jose: Nonprofit Profile, Financials & Form 990 (EIN 32-0083030)

Robert Massey’s $177K as CEO & Artistic Director is at the 77th percentile of top reported officer pay among 3924 $1–10M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Robert Massey	$177,070	$182,525	$115,555	—	—	—
Andrew Bales	—	—	$173,000	$154,500	$154,000	$166,500
Beck Engwerda	$111,458	—	—	—	—	—
Jennifer Watkins	—	—	—	—	$103,000	$110,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers orchestral music, education, and arts advocacy.

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3 programs · $2.6M · in their own filed words · FY2024

01

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.

$1.8Mprogram expense

02

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.

$806Kprogram expense

03

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.

$60Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2024

The Brandenburg Family FoundationFY2024$100K

Arcadia FoundationFY2024$90K

San Jose Symphony FoundationFY2024$50K

Vanguard Charitable Endowment ProgramFY2024$36K

Fidelity Investments Charitable Gift FundFY2024$28K

American Online Giving Foundation INCFY2024$27K

Donor Advised Charitable Giving INCFY2024$22K

Kieve FoundationFY2024$10K

Total grants receivedfrom 11 funders$366K

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By the numbers

The FY2025 990, line by line.

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from philanthropy.org

1The main four

Money inPt VIII

$4.4M

Ln 12

Gifts and grantsLn 1h$2.4M

Fees for servicesLn 2g$1.8M

Investment incomeLn 3$204K

Money outPt IX

$3.2M

Ln 25

Programscol B$2.7M

Managementcol C$362K

Fundraisingcol D$155K

Owns and owesPt X

$3.7M

net assets · Ln 32

Cash and savingsLn 1–2$468K

Total assetsLn 16$4.5M

LiabilitiesLn 26$779K

PeoplePt VI, VII

11

listed · VII A

PaidVII A2

Voting boardVI 1a9

IndependentVI 1b9

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$2.4M

Government grantsLn 1e$184K

Noncash giftsLn 1g$13K

Fees for servicesLn 2g$1.8M

Investment incomeLn 3$204K

Other incomeLn 4–11$14K

Total revenueLn 12$4.4M

Assets in detailPt X, end of year

CashLn 1$459K

SavingsLn 2$9K

Cash and savings togetherLn 1–2$468K

InvestmentsLn 11–13$3.6M

Land, buildings, equipmentLn 10c$109K

Other assetsLn 15$300K

Total assetsLn 16$4.5M

LiabilitiesLn 26$779K

Net assetsLn 32$3.7M

OperationsPt I, VI

EmployeesI 5473

VolunteersI 675

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$203K	$468K
InvestmentsLn 11–13	$2.9M	$3.6M
Land, buildings, equipmentLn 10c	$105K	$109K
Total assetsLn 16	$3.3M	$4.5M
LiabilitiesLn 26	$767K	$779K
Net assetsLn 32	$2.5M	$3.7M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$299K	$140K	$28K	$130K
Other salaries and wagesLn 7	$1.7M	$1.7M	$35K	$12K
Other employee benefitsLn 9	$27K	$19K	$6K	$3K
Payroll taxesLn 10	$169K	$150K	$9K	$10K
Legal feesLn 11b	$474		$474
Accounting feesLn 11c	$105K		$105K
Advertising and promotionLn 12	$265K	$264K	$1K	$300
Office expensesLn 13	$99K	$16K	$83K	$201
OccupancyLn 16	$177K	$117K	$60K
TravelLn 17	$5K	$5K
Depreciation, depletion and amortizationLn 22	$32K	$30K	$2K
InsuranceLn 23	$33K	$8K	$24K
Other expenses (24a–d)Ln 24	$257K	$250K	$8K	−$501
Total functional expensesLn 25	$3.2M	$2.7M	$362K	$155K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$4.4M	$3.2M	$1.2M	$3.7M	990 PDF
FY2024	$2.2M	$2.9M	−$702K	$2.5M	990 PDF
FY2023	$2.4M	$3.6M	−$1.1M	$2.8M	990 PDF
FY2022	$3.9M	$3.4M	$529K	$3.7M	990 PDF
FY2021	$1.9M	$1.0M	$894K	$3.6M	990 PDF
FY2020	$2.9M	$2.9M	$80K	$2.3M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations

See the full FY2025 990 (6 parts)

Part I · Summary $4,374,137 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $1,087,050$2,381,596

I-9 Program service revenuePrior year $983,471$1,774,846

I-10 Investment incomePrior year $100,275$203,601

I-11 Other revenuePrior year $1,574$14,094

I-12 Total revenuePrior year $2,172,370$4,374,137

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $2,006,103$2,240,541

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $868,537$973,892

I-18 Total expensesPrior year $2,874,640$3,214,433

I-19 Revenue less expensesPrior year −$702,270$1,159,704

Part VI · Governance 9 of 9 board members independent, no flags

VI-1a Voting members of the governing body9

VI-1b Independent voting members9

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $4,374,137 across 9 lines filed

VIII-1e Government grants$184,381

VIII-1f All other contributions, gifts and grants$2,197,215

VIII-1g Noncash contributions (included above)$12,900

VIII-1h Total contributions, gifts and grants$2,381,596

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,774,846$1,774,846

VIII-3 Investment incomeExcluded from tax $203,601$203,601

VIII-8 Net income from fundraising eventsExcluded from tax $11,773$11,773

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $2,321$2,321

VIII-12 Total revenueRelated to mission $1,774,846 · Unrelated business $0 · Excluded from tax $217,695$4,374,137

Part IX · Statement of functional expenses $3,214,433 across 13 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $140,441 · Management $28,088 · Fundraising $130,183$298,712

IX-7 Other salaries and wagesPrograms $1,698,638 · Management $35,195 · Fundraising $12,038$1,745,871

IX-9 Other employee benefitsPrograms $18,829 · Management $5,545 · Fundraising $2,602$26,976

IX-10 Payroll taxesPrograms $149,873 · Management $8,998 · Fundraising $10,111$168,982

IX-11b Legal feesManagement $474$474

IX-11c Accounting feesManagement $104,932$104,932

IX-12 Advertising and promotionPrograms $263,663 · Management $1,431 · Fundraising $300$265,394

IX-13 Office expensesPrograms $16,395 · Management $82,622 · Fundraising $201$99,218

IX-16 OccupancyPrograms $116,771 · Management $60,378$177,149

IX-17 TravelPrograms $5,102$5,102

IX-22 Depreciation, depletion and amortizationPrograms $29,592 · Management $1,996$31,588

IX-23 InsurancePrograms $8,146 · Management $24,409$32,555

IX-24 Other expenses (24a–d)Programs $249,637 · Management $8,344 · Fundraising −$501$257,480

IX-25 Total functional expensesPrograms $2,697,087 · Management $362,412 · Fundraising $154,934$3,214,433

Part X · Balance sheet $4,477,146 assets, 16 lines filed

X-1 Cash, non-interest-bearingStart of year $193,355$459,381

X-2 Savings and temporary cash investmentsStart of year $9,191$8,653

X-4 Accounts receivableStart of year $6,222$5,321

X-9 Prepaid expenses and deferred chargesStart of year $63,051$42,076

X-10c Land, buildings and equipment, netStart of year $105,196$109,188

X-11 Publicly traded securitiesStart of year $2,871,238$3,552,630

X-15 Other assetsStart of year $56,711$299,897

X-16 Total assetsStart of year $3,304,964$4,477,146

X-17 Accounts payable and accrued expensesStart of year $97,547$38,938

X-19 Deferred revenueStart of year $414,247$430,693

X-25 Other liabilitiesStart of year $60,092$309,733

X-26 Total liabilitiesStart of year $766,886$779,364

X-27 Net assets without donor restrictionsStart of year $210,586$1,176,202

X-28 Net assets with donor restrictionsStart of year $2,327,492$2,521,580

X-32 Total net assets or fund balancesStart of year $2,538,078$3,697,782

X-33 Total liabilities and net assetsStart of year $3,304,964$4,477,146

Part XI · Reconciliation of net assets $3,697,782 net assets at year end

XI-1 Total revenue$4,374,137

XI-2 Total expenses$3,214,433

XI-3 Revenue less expenses$1,159,704

XI-4 Net assets at start of year$2,538,078

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$3,697,782

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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