SYMPHONY SAN JOSE

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

ROBERT MASSEY

Phone

4082862600

Tax Period

2024-07-01 to 2025-06-30

SYMPHONY SAN JOSE, founded in 2003, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.4M in total revenue in fiscal year 2024. Revenue surged 101% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 27% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $1,777,155 Revenue: $1,001,389

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...

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.

Program 2

Expenses: $806,176 Revenue: $745,285

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...

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.

Program 3

Expenses: $59,985 Revenue: $26,245

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,381,596

Program Service Revenue $1,774,846

Investment Income $203,601

Other Revenue $14,094

TOTAL REVENUE $4,374,137

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,240,541

Fundraising Expenses $154,934

Program Expenses $2,697,087

Other Expenses $973,892

TOTAL EXPENSES $3,214,433

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,374,137	$2,172,370	+1.0%
Expenses	$3,214,433	$2,874,640	+0.1%
Net Income	$1,159,704	$-702,270	-2.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

458

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$298,712

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY JOHNSON	CHAIR	5.00	Officer Director	$0	$0	$0
NICHOLAS ADAMS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JAMES WILLIAMS	TREASURER	5.00	Officer Director	$0	$0	$0
SARALYN WINSLOW	SECRETARY	1.00	Officer Director	$0	$0	$0
SHARYN BIRES	DIRECTOR	1.00	Director	$0	$0	$0
BUNNY LADEN	DIRECTOR	1.00	Director	$0	$0	$0
VINCENT SUNZERI	DIRECTOR	1.00	Director	$0	$0	$0
AHMAD THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT YOKIM	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MASSEY	CEO & ARTISTIC DIRECTOR	40.00	Officer	$177,070	$10,184	$187,254
BECK ENGWERDA	DEVELOPMENT DIRECTOR	40.00	Officer	$111,458	$0	$111,458

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$4,374,137	$3,214,433	$4,477,146	$1,159,704
2024	$2,172,370	$2,874,640	$3,304,964	$-702,270
2023	$2,442,911	$3,561,233	$3,507,469	$-1,118,322
2022	$3,890,748	$3,361,337	$4,127,797	$529,411
2021	$1,915,386	$1,021,337	$3,974,780	$894,049
2020	$2,939,207	$2,859,639	$2,671,011	$79,568
2019	$3,009,098	$3,243,348	$2,759,996	$-234,250
2019	$3,009,098	$3,243,348	$2,759,996	$-234,250
2018	$5,402,103	$4,251,893	$2,971,695	$1,150,210