Symphony San Jose FY2023 filing

Tax-deductible

San Jose, CA501(c)(3)Arts & CultureEIN 32-0083030Revenue $2.4M in FY2023

On file with the IRSsymphonysanjose.orgPo Box 790, 95106-0790 · San Jose, CATax-exempt since Mar 2004Publicly supported charity — 170(b)(1)(A)(vi)

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To provide orchestral music performances, educational services, and arts advocacy programs.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$289K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $140K a year · 5% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$289K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.7 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
11
named funders · $366K
Looks good: 11 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$684K
19% of total assets
Looks good: liabilities are 19% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.4M
-37% vs prior year
Spent
$3.6M
To programs
87%
Net assets
$2.8M
By yearFY2020–FY2025
Revenue
$2.4M
FY2023▼ -37%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.9M
FY2021$1.9M
FY2022$3.9M
FY2023$2.4M
FY2024$2.2M
FY2025$4.4M
Expenses
$3.6M
FY2023▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.9M
FY2021$1.0M
FY2022$3.4M
FY2023$3.6M
FY2024$2.9M
FY2025$3.2M
Net assets
$2.8M
FY2023▼ -24%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.3M
FY2021$3.6M
FY2022$3.7M
FY2023$2.8M
FY2024$2.5M
FY2025$3.7M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $3.1M Management & general 11% · $377K Fundraising 3% · $91K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990; $289K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
General Director (thru 08/22)
$173,000Pt VII · Sec A
General Director (start 06/22)
$115,555Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
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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Provided by the organization

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3 programs · $2.6M · in their own filed words · FY2022
01

Classics Concerts

The cornerstone of the symphony's artistic season is its 14-CONCERT classics series. This program serves approximately 8,000, including season subscribers and single ticket buyers. A vast majority of the symphony's individual donors also attend.

$1.7Mprogram expense
02

Film Concerts

The symphony performed cinema paradiso, coco, and gameon! This season. The three movies, performed twice each, were performed to approximately 4,500. The symphony's film-with-orchestra concerts tend to attract young, diverse, and exuberant audiences to popular films shown on giant screens with their high-profile scores performed live by…

$772Kprogram expense
03

Chorale Programs

The symphony san jose chorale was showcased in two productions this season, carols at the california and serenade to music. Approximately 1,000 attended.

$120Kprogram 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
See all 11 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$2.4M
Ln 12
Gifts and grantsLn 1h$1.2M
Fees for servicesLn 2g$1.2M
Investment incomeLn 3$66K
Money outPt IX
$3.6M
Ln 25
Programscol B$3.1M
Managementcol C$377K
Fundraisingcol D$91K
Owns and owesPt X
$2.8M
net assets · Ln 32
Cash and savingsLn 1–2$208K
Total assetsLn 16$3.5M
LiabilitiesLn 26$684K
PeoplePt VI, VII
9
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.2M
Government grantsLn 1e$402K
Noncash giftsLn 1g$62K
Fees for servicesLn 2g$1.2M
Investment incomeLn 3$66K
Gains on assetsLn 7−$25K
Total revenueLn 12$2.4M
Assets in detailPt X, end of year
CashLn 1$160K
SavingsLn 2$49K
Cash and savings togetherLn 1–2$208K
InvestmentsLn 11–13$3.0M
Land, buildings, equipmentLn 10c$133K
Other assetsLn 15$113K
Total assetsLn 16$3.5M
LiabilitiesLn 26$684K
Net assetsLn 32$2.8M
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
LineStart FY23End FY23
Cash and savingsLn 1–2$544K$208K
InvestmentsLn 11–13$2.9M$3.0M
Land, buildings, equipmentLn 10c$158K$133K
Total assetsLn 16$4.1M$3.5M
LiabilitiesLn 26$419K$684K
Net assetsLn 32$3.7M$2.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$286K$214K$29K$43K
Other salaries and wagesLn 7$1.5M$1.5M$20K
Pension plan contributionsLn 8$119K$119K
Other employee benefitsLn 9$41K$33K$7K$1K
Payroll taxesLn 10$203K$190K$7K$6K
Legal feesLn 11b$7K$7K
Accounting feesLn 11c$49K$49K
Investment management feesLn 11f$29K$29K
Other fees for servicesLn 11g$249K$210K$38K
Advertising and promotionLn 12$265K$262K$2K$1K
Office expensesLn 13$61K$9K$52K
OccupancyLn 16$157K$75K$82K
TravelLn 17$30K$28K$3K
InterestLn 20$750$750
Depreciation, depletion and amortizationLn 22$36K$34K$2K
InsuranceLn 23$39K$10K$28K
Other expenses (24a–d)Ln 24$480K$419K$41K$21K
Total functional expensesLn 25$3.6M$3.1M$377K$91K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $4.4M$3.2M$1.2M$3.7M 990 PDF
FY2024 $2.2M$2.9M−$702K$2.5M 990 PDF
FY2023 Viewing $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 I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $2,442,911 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,783,193$1,189,615
I-9 Program service revenuePrior year $968,776$1,187,505
I-10 Investment incomePrior year $123,296$65,791
I-11 Other revenuePrior year $15,483$0
I-12 Total revenuePrior year $3,890,748$2,442,911
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 $2,027,709$2,158,625
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,333,628$1,402,608
I-18 Total expensesPrior year $3,361,337$3,561,233
I-19 Revenue less expensesPrior year $529,411−$1,118,322
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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 $2,442,911 across 8 lines filed
VIII-1e Government grants$401,629
VIII-1f All other contributions, gifts and grants$787,986
VIII-1g Noncash contributions (included above)$62,136
VIII-1h Total contributions, gifts and grants$1,189,615
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,187,505$1,187,505
VIII-3 Investment incomeExcluded from tax $90,562$90,562
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$24,771−$24,771
VIII-12 Total revenueRelated to mission $1,187,505 · Unrelated business $0 · Excluded from tax $65,791$2,442,911
Part IX · Statement of functional expenses $3,561,233 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $214,234 · Management $28,565 · Fundraising $42,847$285,646
IX-7 Other salaries and wagesPrograms $1,490,654 · Fundraising $19,700$1,510,354
IX-8 Pension plan contributionsPrograms $119,166$119,166
IX-9 Other employee benefitsPrograms $32,625 · Management $6,791 · Fundraising $1,134$40,550
IX-10 Payroll taxesPrograms $190,232 · Management $7,042 · Fundraising $5,635$202,909
IX-11b Legal feesManagement $7,185$7,185
IX-11c Accounting feesManagement $49,032$49,032
IX-11f Investment management feesManagement $29,368$29,368
IX-11g Other fees for servicesPrograms $210,475 · Management $38,097$248,572
IX-12 Advertising and promotionPrograms $262,016 · Management $1,608 · Fundraising $1,020$264,644
IX-13 Office expensesPrograms $8,855 · Management $51,982$60,837
IX-16 OccupancyPrograms $75,014 · Management $81,951$156,965
IX-17 TravelPrograms $27,665 · Management $2,663$30,328
IX-20 InterestManagement $750$750
IX-22 Depreciation, depletion and amortizationPrograms $33,968 · Management $2,196$36,164
IX-23 InsurancePrograms $10,089 · Management $28,422$38,511
IX-24 Other expenses (24a–d)Programs $418,513 · Management $41,133 · Fundraising $20,606$480,252
IX-25 Total functional expensesPrograms $3,093,506 · Management $376,785 · Fundraising $90,942$3,561,233
Part X · Balance sheet $3,507,469 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $2,291$159,662
X-2 Savings and temporary cash investmentsStart of year $541,943$48,628
X-3 Pledges and grants receivableStart of year $523,666$10,140
X-4 Accounts receivableStart of year $13,462$51,151
X-9 Prepaid expenses and deferred chargesStart of year $27,151$22,718
X-10c Land, buildings and equipment, netStart of year $158,291$132,893
X-11 Publicly traded securitiesStart of year $2,859,493$2,968,996
X-15 Other assetsStart of year $1,500$113,281
X-16 Total assetsStart of year $4,127,797$3,507,469
X-17 Accounts payable and accrued expensesStart of year $109,810$241,641
X-19 Deferred revenueStart of year $300,680$327,099
X-25 Other liabilitiesStart of year $8,433$115,097
X-26 Total liabilitiesStart of year $418,923$683,837
X-27 Net assets without donor restrictionsStart of year $1,728,926$766,432
X-28 Net assets with donor restrictionsStart of year $1,979,948$2,057,200
X-32 Total net assets or fund balancesStart of year $3,708,874$2,823,632
X-33 Total liabilities and net assetsStart of year $4,127,797$3,507,469
Part XI · Reconciliation of net assets $2,823,632 net assets at year end
XI-1 Total revenue$2,442,911
XI-2 Total expenses$3,561,233
XI-3 Revenue less expenses−$1,118,322
XI-4 Net assets at start of year$3,708,874
XI-5 Net unrealized gains (losses) on investments$233,080
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,823,632

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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