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Nonprofit · EIN 32-0083030

SYMPHONY SAN JOSE

Tax-exempt · SAN JOSE, CA 95106

Financials

$2.4M$3.6M2022$2.2M$2.9M2023$4.4M$3.2M2024
Revenue Expenses · by fiscal year end
Financials of SYMPHONY SAN JOSE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$4,374,137$3,214,433$1,159,704$4,477,146$779,364$3,697,782
June 30, 2024990$2,172,370$2,874,640-$702,270$3,304,964$766,886$2,538,078
June 30, 2023990$2,442,911$3,561,233-$1,118,322$3,507,469$683,837$2,823,632
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$2,381,596
of which government grants
$184,381
Program service revenue
$1,774,846
Investment income
$203,601
Net income from fundraising events
$11,773
Other revenue
$14,094

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$298,712
Other salaries and wages
$1,745,871
Salaries, compensation and benefits (total)
$2,240,541
Professional fundraising fees
$0
Legal fees
$474
Accounting fees
$104,932
Occupancy
$177,149
Travel
$5,102
Depreciation
$31,588
Program services (functional)
$2,697,087
Management and general (functional)
$362,412
Fundraising (functional)
$154,934

Balance sheet and other

Total assets, start of year
$3,304,964
Total assets, end of year
$4,477,146
Total liabilities, end of year
$779,364
Net assets, end of year
$3,697,782
Land, buildings and equipment
$109,188
Publicly traded securities
$3,552,630
Net assets without donor restrictions
$1,176,202
Net assets with donor restrictions
$2,521,580
Gross receipts
$4,420,203
Employees
458
Volunteers
40
Year formed
2003
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ROBERT MASSEYCEO & ARTISTIC DIRECTOR
Officer
40$177,070$10,184
BECK ENGWERDADEVELOPMENT DIRECTOR
Officer
40$111,458$0
NANCY JOHNSONCHAIR
Trustee or director, Officer
5$0$0
NICHOLAS ADAMSVICE CHAIR
Trustee or director, Officer
1$0$0
JAMES WILLIAMSTREASURER
Trustee or director, Officer
5$0$0
SARALYN WINSLOWSECRETARY
Trustee or director, Officer
1$0$0
SHARYN BIRESDIRECTOR
Trustee or director
1$0$0
BUNNY LADENDIRECTOR
Trustee or director
1$0$0
VINCENT SUNZERIDIRECTOR
Trustee or director
1$0$0
AHMAD THOMASDIRECTOR
Trustee or director
1$0$0
SCOTT YOKIMDIRECTOR
Trustee or director
1$0$0
990 for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensationOther / benefits
ROBERT MASSEYCEO & EXECUTIVE ARTISTIC DIRECTOR
Officer
40$182,525$13,180
BUNNY LADENCHAIR
Trustee or director, Officer
5$0$0
NANCY JOHNSONSECRETARY
Trustee or director, Officer
1$0$0
LLOYD SCHMIDTTREASURER
Trustee or director, Officer
5$0$0
NICHOLAS ADAMSTRUSTEE
Trustee or director
1$0$0
SHARYN BIRESTRUSTEE
Trustee or director
1$0$0
SARALYN WINSLOWTRUSTEE
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 9 people
NameTitleHours / weekCompensationOther / benefits
ANDREW BALESGENERAL DIRECTOR (THRU 08/22)
Officer
40$173,000$0
ROBERT MASSEYGENERAL DIRECTOR (START 06/22)
Officer
40$115,555$4,948
RICHARD CONNIFFCHAIR
Trustee or director, Officer
10$0$0
NANCY JOHNSONSECRETARY
Trustee or director, Officer
3$0$0
BUNNY LADENTREASURER
Trustee or director, Officer
5$0$0
NICHOLAS ADAMSTRUSTEE
Trustee or director
2$0$0
SHARYN BIRESTRUSTEE
Trustee or director
2$0$0
LLOYD SCHMIDTTRUSTEE
Trustee or director
3$0$0
SARALYN WINSLOWTRUSTEE
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
PO BOX 790, SAN JOSE, CA 95106-0790
In care of
% ANDREW BALES
Principal officer (990 for 2024)
ROBERT MASSEY, 325 S 1ST ST 160, SAN JOSE, CA 95113
Signed the 990
ROBERT MASSEY, CEO & EXECUTIVE ARTISTIC DIRECTOR
Phone
(408) 286-2600
Return prepared by
BRYMAR CPA LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 32-0083030 or by the name SYMPHONY SAN JOSE.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE ORCHESTRAL MUSIC PERFORMANCES, EDUCATIONAL SERVICES, AND ARTS ADVOCACY PROGRAMS TO THE GREATER SILICON VALLEY REGION.

990 for the year ended June 30, 2025

Program accomplishments

  • 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.
    Expenses $1,777,155 · revenue $1,001,389
  • 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.
    Expenses $806,176 · revenue $745,285
  • 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.
    Expenses $59,985 · revenue $26,245
  • OTHER PROGRAM SERVICES
    Expenses $53,771 · revenue $1,927

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
32-0083030
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2004
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,477,146
Income (IRS master file)
$4,420,203

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$4,374,137$3,214,433$4,477,146XML
990June 2024$2,172,370$2,874,640$3,304,964IRS
990June 2023$2,442,911$3,561,233$3,507,469XML
990June 2022$3,890,748$3,361,337$4,127,797IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 32-0083030).

Questions about SYMPHONY SAN JOSE

What is the EIN of SYMPHONY SAN JOSE?
The employer identification number (EIN) of SYMPHONY SAN JOSE is 32-0083030.
Is SYMPHONY SAN JOSE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to SYMPHONY SAN JOSE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SYMPHONY SAN JOSE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SYMPHONY SAN JOSE due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SYMPHONY SAN JOSE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of SYMPHONY SAN JOSE?
The 990 for the year ended June 30, 2025 names ROBERT MASSEY.
Who are the officers and directors of SYMPHONY SAN JOSE?
The 990 for the year ended June 30, 2025 lists 11 people; 2 received compensation from the organization, the highest $177,070 (ROBERT MASSEY, CEO & ARTISTIC DIRECTOR).
How much revenue does SYMPHONY SAN JOSE have?
On its 990 for the year ended June 30, 2025 it reported revenue of $4,374,137, expenses of $3,214,433 and total assets of $4,477,146 at year end.

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