2024-07-15T09:30:34-05:00 2023-08-31 991856619 GRANT THORNTON ADVISORS LLC 75 STATE ST 13TH FLOOR BOSTON MA 02109 990 2022-09-01 941156284 SAN FRANCISCO SYMPHONY SANF 4155528000 DAVIES SYMPHONY HALL 201 VAN NESS SAN FRANCISCO CA 941024585 SANDRA L CURRY CHIEF FINANCIAL OFFICER 4155528000 2024-07-12 1 SANDRA CURRY XXX-XX-XXXX 1 ERIN COUTURE P01390592 6177237900 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PRISCILLA GEESLIN DAVIES SYMPHONY HALL 201 VAN NESS SAN FRANCISCO CA 941024585 272811044 0 X WWW.SFSYMPHONY.ORG X 1910 CA TO INSPIRE AND SERVE AUDIENCES AND COMMUNITIES THROUGHOUT THE BAY AREA (CONTINUED ON SCH O) AND THE WORLD THROUGH THE POWER OF MUSICAL PERFORMANCE. 52 52 941 1500 562469 459094 41116094 41073575 19292836 26818871 85076703 4560430 -492523 -1346475 144993110 71106401 20000 47058 0 0 49072346 51093979 177074 380300 7572950 24418794 29405070 73688214 80926407 71304896 -9820006 376736007 397244131 18976919 21593327 357759088 375650804 THE SAN FRANCISCO SYMPHONY EXISTS TO INSPIRE AND SERVE AUDIENCES AND COMMUNITIES THROUGHOUT THE BAY AREA AND THE WORLD THROUGH THE POWER OF MUSICAL PERFORMANCE. 0 0 58283152 17058 26884477 THROUGH ITS ARTISTIC, EDUCATION, AND COMMUNITY PROGRAMS, THE SAN FRANCISCO SYMPHONY SERVES MORE THAN 400,000 BAY AREA RESIDENTS AND VISITOR OF EVERY ECONOMIC AND CUTURAL BACKGROUND IN OVER 200 CONCERTS THROUGHOUT THE YEAR. CONCERTS INCLUDE THE CLASSICAL SUBSCRIPTION SERIES, CHAMBER CONCERTS, GREAT PERFORMER SERIES, AND NEW ARTIST SPOTLIGHT SERIES. ADDITIONAL CONCERTS INCLUDE LIVE FILMS AND THREE INNOVATIVE SOUNDBOX SERIES. THE SYMPHONY ADDITIONALLY REACHES MILLIONS OF LISTENERS THROUGHOUT THE UNITED STATES AND ABROAD THROUGH RECORDING, DIGITAL PERFORMANCE, AND RADIO AND TELEVISION BROADCASTS. 1746846 30000 0 IN PARTNERSHIP WITH THE SAN FRANCISCO UNIFIED SCHOOL DISTRICT, THE SAN FRANCISCO SYMPHONY PROVIDES COMPREHENSIVE MUSIC EDUCATION TO EVERY STUDENT IN GRADES 1-5 IN SAN FRANCISCO'S PUBLIC ELEMENTARY SCHOOLS THROUGH ADVENTURES IN MUSIC, AND SUPPORTS EVERY PUBLIC MIDDLE AND HIGH SCHOOL BAND AND ORCHESTRA PROGRAM THROUGH MUSIC AND MENTORS. 60029998 1 1 0 1 0 0 0 1 0 1 1 1 0 1 1 1 1 0 0 0 1 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 239 0 1 941 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 52 52 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X JUDI SANDERLIN CONTROLLER 4155528000 DAVIES SYMPHONY HALL 201 VAN NESS SAN FRANCISCO CA 941024585 PRISCILLA B GEESLIN CHAIR 30.00 0.00 X X 0 0 0 MATT COHLER VICE CHAIR 8.00 0.00 X X 0 0 0 GAIL COVINGTON VICE CHAIR 8.00 0.00 X X 0 0 0 TRINE SORENSEN VICE CHAIR 8.00 0.00 X X 0 0 0 MICHAEL PIERCE TREASURER 8.00 0.00 X X 0 0 0 F CURT KIRSCHNER SECRETARY 8.00 0.00 X X 0 0 0 AIDA M ALVAREZ MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 LYDIA I BEEBE MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 DAVID J BERGER MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 JEFF BHARKHDA MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 PAULA BLANK MEMBER, BOARD OF GOVERNORS 5.00 0.00 X 0 0 0 CAROL CASEY MEMBER, BOARD OF GOVERNORS 1.00 0.00 X 0 0 0 DEAN CASH MEMBER, BOARD OF GOVERNORS 2.00 0.00 X 0 0 0 IRIS CHAN MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 LUCAS CHANG MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 TIFFANY CHANG MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 JOHN S CHEN MEMBER, BOARD OF GOVERNORS 1.00 0.00 X 0 0 0 DAN COOPERMAN MEMBER, BOARD OF GOVERNORS 4.00 0.00 X 0 0 0 A JOHN GAMBS MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 MICHELE BEIGEL CORASH MEMBER, BOARD OF GOVERNORS 4.00 0.00 X 0 0 0 JEROME DODSON MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 MARY C FALVEY MEMBER, BOARD OF GOVERNORS 7.00 0.00 X 0 0 0 SAKURAKO FISHER MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 MARY A FRANCIS MEMBER, BOARD OF GOVERNORS 2.00 0.00 X 0 0 0 GORDON P GETTY MEMBER, BOARD OF GOVERNORS 1.00 0.00 X 0 0 0 JOHN D GOLDMAN MEMBER, BOARD OF GOVERNORS 4.00 0.00 X 0 0 0 JEROME M GUILLEN MEMBER, BOARD OF GOVERNORS 6.00 0.00 X 0 0 0 JIM HENRY MEMBER, BOARD OF GOVERNORS 6.00 0.00 X 0 0 0 PATRICIA LEE-HOFFMANN MEMBER, BOARD OF GOVERNORS 2.00 0.00 X 0 0 0 ADITI IYER MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 BASHEER JANJUA MEMBER, BOARD OF GOVERNORS 2.00 0.00 X 0 0 0 MARK A JUNG MEMBER, BOARD OF GOVERNORS 1.00 0.00 X 0 0 0 GRETCHEN KIMBALL MEMBER, BOARD OF GOVERNORS 4.00 0.00 X 0 0 0 METTA KRACH MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 FRED LEVIN MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 MAX LEVCHIN MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 ERIC X LI MEMBER, BOARD OF GOVERNORS 2.00 0.00 X 0 0 0 MARC T MACAULAY MEMBER, BOARD OF GOVERNORS 6.00 0.00 X 0 0 0 REBECCA MACIEIRA-KAUFMANN MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 RAJ MATHAI MEMBER, BOARD OF GOVERNORS 1.00 0.00 X 0 0 0 ALAN MAY MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 PATRICK MCCABE MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 DEBRA MCCOY MEMBER, BOARD OF GOVERNORS 4.00 0.00 X 0 0 0 ROBERT G ODONNELL THRU 1022 MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 ANDREA PALMER MEMBER, BOARD OF GOVERNORS 1.00 0.00 X 0 0 0 ANN PARAS MEMBER, BOARD OF GOVERNORS 4.00 0.00 X 0 0 0 MARK C PERRY MEMBER, BOARD OF GOVERNORS 2.00 0.00 X 0 0 0 PATRICIA CALFEE-PICACHE MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 SEKSOM SURIYAPA MEMBER, BOARD OF GOVERNORS 3.00 0.00 X 0 0 0 ROBERT THOMPSON MEMBER, BOARD OF GOVERNORS 6.00 0.00 X 0 0 0 ROBERT R TUFTS THRU 112022 MEMBER, BOARD OF GOVERNORS 4.00 0.00 X 0 0 0 ISABEL VALDES MEMBER, BOARD OF GOVERNORS 4.00 0.00 X 0 0 0 GE WANG MEMBER, BOARD OF GOVERNORS 2.00 0.00 X 0 0 0 MARC WINNIFORD MEMBER, BOARD OF GOVERNORS 2.00 0.00 X 0 0 0 MATTHEW SPIVEY CHIEF EXECUTIVE OFFICER 40.00 0.00 X 453648 0 32603 SANDRA CURRY CFO 40.00 0.00 X 0 0 0 ALEXANDER BARANTSCHIK CONCERTMASTER 40.00 0.00 X 507943 0 57624 SCOTT PINGEL PRINCIPAL BASS 40.00 0.00 X 286376 0 55375 LEIGH BRAWER CHIEF PHILANTHROPY OFFICER 40.00 0.00 X 285591 0 18222 EUGENE IZOTOV PRINCIPAL OBOE 40.00 0.00 X 285669 0 31020 CAREY BELL PRINCIPAL CLARINET 40.00 0.00 X 262741 0 37446 MARK HANSON FORMER CEO 0.00 0.00 X 348500 0 0 2430468 0 232290 125 1 1 0 KARAWANE INC 400 NORTH ROXBURY DRIVE BEVERLY HILLS CA 90210 MUSIC CONDUCTOR 2059596 BPM ONE CALIFORNIA STREET SUITE 2500 SAN FRANCISCO CA 94111 CONSULTING SERVICES 1231118 OPUS 3 ARTISTS 470 PARK AVENUE SOUTH NEW YORK NY 10016 ARTIST AGENT 730243 ICM PARTNERS 65 EAST 55TH STREET 12TH FLOOR NEW YORK NY 10022 ARTIST AGENT 494882 CLIFTONLARSENALLEN LLP 60 SOUTH MARKET STREET SUITE 1550 SAN JOSE CA 95113 ACCOUNTING SERVICES 346475 15 45445 3180497 2427176 35420457 1216443 41073575 CONCERT & RELATED EVENTS 711130 26617142 26617142 VOLUNTEER COUNCIL 711130 201729 201729 26818871 5091515 547136 4544379 196357 196357 15333 13899 0 0 15333 13899 29232 15333 13899 198369041 198900126 -531085 -531085 -531085 944668 3180497 2793888 -1849220 -1849220 76235 10629 65606 65606 MISCELLANEOUS 900099 211550 211550 211550 71106401 26884477 562469 2585880 X 47058 47058 597451 119490 298726 179235 348500 209100 139400 39388043 33367114 2179538 3841391 1432558 1047057 230463 155038 6540490 4780442 1052203 707845 2786937 2036972 448349 301616 3131351 565380 2037021 528950 1109626 1109626 281999 281999 38480 38480 380300 380300 981326 478206 503120 11493811 8482078 2525868 485865 2437414 2437414 855960 713457 63505 78998 633306 462884 101883 68539 1359 1359 1112720 757604 319106 36010 1239834 1089634 60906 89294 15807 15807 247224 247224 614201 289570 299805 24826 499079 67652 431427 LICENSES AND PERMITS 940227 712379 161274 66574 CREDIT CARD PROCESSING 573697 511609 62088 PRODUCTION SUPPLIES 515111 515111 PRINTING AND BROCHURES 487373 487373 2195165 1060155 708029 426981 80926407 60029998 13323459 7572950 8159190 8486572 430324 453521 5218634 5131474 6912054 2198809 2883206 2838733 34664 143623 1864478 1972629 20440583 6140244 18026373 14300339 120796593 57400116 202657735 273799044 0 0 9752756 30519271 376736007 397244131 7201570 9516592 8913262 9730088 2862087 2346647 18976919 21593327 X 33173303 47397503 324585785 328253301 357759088 375650804 376736007 397244131 X -9820006 16056443 11655279 X 0 1 X 1 1 1 X 42113427 46481549 53012650 41116094 41073575 223797295 42113427 46481549 53012650 41116094 41073575 223797295 32813964 190983331 5369909 5059018 4219248 4203889 4754635 23606699 98825 35552 22769 690953 562469 1410568 868277 962308 242282 727932 1156218 3957017 252771579 90919585 0.75560 0.79340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING INCOME - 2018 AMOUNT: $ 836,561. 2019 AMOUNT: $ 903,481. 2020 AMOUNT: $ 224,115. 2021 AMOUNT: $ 321,603. 2022 AMOUNT: $ 944,668. MISCELLANEOUS INCOME - 2018 AMOUNT: $ 31,716. 2019 AMOUNT: $ 58,827. 2020 AMOUNT: $ 18,167. 2021 AMOUNT: $ 406,329. 2022 AMOUNT: $ 211,550. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 38480 0 38480 0 80887927 0 80926407 0 1000000 0 250000 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 36000 36000 32400 38480 142880 250000 250000 250000 250000 1000000 1500000 X X X REPLICA FOR ANNUAL POSTER 0 326079621 6185599 19573261 18204002 333634479 364492063 17645169 -40918560 15139051 326079621 293697954 8555472 75404113 13165476 364492063 280638948 2976252 26260000 16177246 293697954 301999893 785026 4104155 26250126 280638948 0.05500 0.94500 1 0 20078115 6140244 13937871 362468 362468 14300339 LIMITED PARTNERSHIPS AND OTHERS 273799044 F 273799044 NET PENSION BENEFIT ASSETS 12128461 RIGHT-OF-USE ASSETS 48834 ASSETS HELD IN SPLIT INTEREST AGREEMENTS 4388512 OTHER RECEIVABLES 11122954 OTHER ASSETS 2536307 457(B) PLAN ASSETS 294203 30519271 LIABILITES TO BENEFICIARY OF SPLIT INT. AGREEMENTS 2297813 LEASE LIABILITIES 48834 2346647 X 101070384 16056443 429071 11655279 28140793 72929591 981327 -2804517 -1823190 71106401 83178668 429071 2804517 3233588 79945080 981327 981327 80926407 PART III, LINE 4: THE SYMPHONY MAINTAINS A COLLECTION OF FINE-STRINGED INSTRUMENTS THAT ARE USED BY ORCHESTRA MEMBERS TO ENHANCE THE SOUND AND PERFORMANCE OF ORCHESTRAL PIECES. THESE INSTRUMENTS ARE ON LOAN TO TENURED MUSICIANS. PART V, LINE 4: THE SYMPHONY'S ENDOWMENT PLAYS A VITAL ROLE IN PROVIDING THE FINANCIAL SUPPORT AND STABILITY THAT FURTHER THE SYMPHONY'S MISSION: TO INSPIRE AND SERVE AUDIENCES AND COMMUNITIES THROUGHOUT THE BAY AREA AND THE WORLD THROUGH THE POWER OF MUSICAL PERFORMANCE. PART X, LINE 2: THE SFS IS A NONPROFIT ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE STATE OF CALIFORNIA EQUIVALENT LEGISLATION AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON INCOME RELATED TO ITS TAX-EXEMPT PURPOSE. THE SFS EVALUATED ITS CURRENT TAX POSITIONS AND CONCLUDED THAT AS OF AUGUST 31, 2023 AND 2022, THE SFS DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. FOR STATE TAX PURPOSES, THE SFS IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. FOR FEDERAL TAX PURPOSES, THE SFS IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS PRIOR TO 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN PENSION BENEFIT LIABILITIES 11,655,279. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE -2,793,888. COST OF GOODS SOLD -10,629. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 2,793,888. COST OF GOODS SOLD 10,629. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PASSIVE INVESTMENTS 26144886 0 0 0 0 0 0 26144886 0 26144886 1 0 0 0 1 0 PART III ACCOUNTING METHOD: PART I, LINE 3(F) THE AMOUNT IN COLUMN (F) REPRESENTS THE FMV OF THE INVESTMENTS. X X 1 ARTSMARKETING SERVICES 260 KING STREET EAST SUITE 500 TORONTO CA M5A 4L5 CONSULT & SOLICIT FOR TELEFUNDING 0 219896 108319 111577 AVALON CONSULTING GROUP 2 MASSACHUSSETTS AVE NE UNIT 77818 WASHINGTON DC 20002 INDIRECT MAIL CAMPAIGN 0 0 271981 0 219896 380300 111577 CA OPENING GALA 2376574 1910410 466164 162798 14650 302121 358466 1077998 LUNAR NEW YEAR 940019 771528 168491 8230 169535 57471 180767 2 808572 498559 310013 3500 33635 79931 42501 302285 4125165 3180497 944668 166298 56515 551587 458438 1561050 2793888 -1849220 1 BAYVIEW OPERA HOUSE 4705 3RD STREET SAN FRANCISCO CA 94124 943136172 501(C)(3) 0 10000 ACTUAL COST TICKETS ENCOURAGE PARTICIPATION IN THE ARTS OAKLAND SCHOOL FOR THE ARTS 530 EIGHTEENTH STREET OAKLAND CA 94612 680463892 501(C)(3) 0 15000 ACTUAL COST TICKETS ENCOURAGE PARTICIPATION IN THE ARTS OAKLAND SYMPHONY 1440 BROADWAY SUITE 405 OAKLAND CA 94612 943081554 501(C)(3) 0 15000 ACTUAL COST TICKETS ENCOURAGE PARTICIPATION IN THE ARTS 3 0 PART I, LINE 2 THE SYMPHONY DONATES TICKETS TO VARIOUS ORGANIZATIONS, PREDOMINANTLY RELATED TO EDUCATION. SYMPHONY STAFF MEMBER(S) WORK DIRECTLY WITH THE SCHOOLS AND ATTEND CONCERTS TO PERSONALLY WELCOME THE TEACHERS AND STUDENTS WHO ARE ATTENDING THESE CONCERTS. X 0 0 X X X X 1 0 0 0 0 0 0 0 0 ALEXANDER BARANTSCHIK CONCERTMASTER 422301 0 85254 0 388 0 43413 0 14211 0 565567 0 0 0 MATTHEW SPIVEY CHIEF EXECUTIVE OFFICER 446398 0 0 0 7250 0 7625 0 24978 0 486251 0 0 0 MARK HANSON FORMER CEO 0 0 0 0 348500 0 0 0 0 0 348500 0 0 0 SCOTT PINGEL PRINCIPAL BASS 264537 0 21793 0 46 0 39467 0 15908 0 341751 0 0 0 EUGENE IZOTOV PRINCIPAL OBOE 246932 0 38691 0 46 0 15787 0 15233 0 316689 0 0 0 LEIGH BRAWER CHIEF PHILANTHROPY OFFICER 285591 0 0 0 0 0 2688 0 15534 0 303813 0 0 0 CAREY BELL PRINCIPAL CLARINET 241803 0 20892 0 46 0 31573 0 5873 0 300187 0 0 0 PART I, LINE 1A IN CONNECTION WITH THE EXECUTION OF HIS NEW CONTRACT CERTAIN LEGAL EXPENSES WERE PAID ON BEHALF OF THE CEO. THIS PAYMENT WAS CONSIDERED TAXABLE AND IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). PART I, LINE 4A DURING 2022, THE ORGANIZATION REPORTED A SEVERANCE PAYMENT INCLUDED ON SCHEDULE J, PART I, COLUMN B(III) FOR THE FORMER CEO. THIS INDIVIDUAL RECEIVED A SEVERANCE PAYMENT OF THE FOLLOWING: MARK HANSON: $348,500 X 6500 SALES PRICE X 43 1001513 FAIR MARKET VALUE X 13 179531 SALES PRICE X EVENT TICKETS 239 27999 SALES PRICE X PROD. SUPPLIES 2 900 SALES PRICE 15 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED ON SCHEDULE M, PART I, COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES TO BPM FOR CFO AND HR SERVICES. BPM WAS COMPENSATED $1,231,118 AS REPORTED IN PART VII, SECTION B OF THE FORM 990. OF THE TOTAL PAID TO BPM, $325,000 WAS FOR CFO SERVICES. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES TO BPM FOR CFO AND HR SERVICES. BPM WAS COMPENSATED $1,231,118 AS REPORTED IN PART VII, SECTION B OF THE FORM 990. OF THE TOTAL PAID TO BPM, $325,000 WAS PAID TO THE CFO FOR SERVICES. FORM 990, PART VI, SECTION B, LINE 11B ON BEHALF OF THE BOARD OF GOVERNORS, THE AUDIT COMMITTEE SHALL HAVE THE RESPONSIBILITY TO REVIEW THE SYMPHONY'S FORM 990 BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. THE COMMITTEE IS PROVIDED WITH A COMPLETE COPY OF THE FILING, INCLUDING ALL SUPPORTING SCHEDULES AND ATTACHMENTS. A MEETING OF THE AUDIT COMMITTEE (EITHER IN PERSON OR VIA ELECTRONIC MEANS) SHALL BE HELD TO REVIEW THE 990 FORM WITH MANAGEMENT AND/OR THE PREPARERS. ALL QUESTIONS, COMMENTS AND SUGGESTED REVISIONS SET FORTH BY THE AUDIT COMMITTEE WILL BE DOCUMENTED ALONG WITH THE RESPONSES, IF APPLICABLE, AND THE FILING UPDATED OR REVISED AS NECESSARY. FORM 990, PART VI, SECTION B, LINE 12C THE SYMPHONY'S CONFLICT OF INTEREST POLICY COVERS MEMBERS OF THE BOARD OF GOVERNORS AND THE EXECUTIVE LEADERSHIP TEAM. THE POLICY IS REVIEWED ANNUALLY BY THE AUDIT COMMITTEE. PER THE POLICY, EACH BOARD MEMBERS AND EXECUTIVE TEAM MEMBER COMPLETE AN ANNUAL DISCLOSURE FORM TO IDENTIFY EXISTING OR POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCES COMMITTEE (COMMITTEE) OF THE BOARD OF GOVERNORS APPROVES THE COMPENSATION PACKAGE OF THE CHIEF EXECUTIVE OFFICER (CEO), THE MUSIC DIRECTOR, AND THE CHIEF FINANCIAL OFFICER (CFO). THE COMMITTEE MEETS ANNUAL TO REVIEW AND APPROVE THE COMPENSATION AND BENEFIT PACKAGES FOR THE CEO AND CFO. THE COMMITTEE RELIES ON COMPARABILITY DATA PREPARED BY AN OUTSIDE CONSULTANT FOR THE SAME OR SIMILAR POSITIONS FOR NON-PROFITS IN THE SAN FRANCISCO BAY AREA. SIMILARLY, THE COMMITTEE PROVIDES GUIDELINES FOR NEGOTIATION OF COLLECTIVE BARGAINING AGREEMENTS, INCLUDING THE TOTAL COST GUIDELINES DEVELOPED IN CONSULTATION WITH THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE REQUIRED ORGANIZATIONAL DOCUMENTS OF THE SYMPHONY ARE AVAILABLE (FOR INSPECTION AND COPYING) AT DAVIES SYMPHONY HALL DURING NORMAL BUSINESS HOURS AT NO CHARGE. THE PUBLIC DISCLOSURE COPY OF THE SYMPHONY'S FORM 990 AND AUDITED FINANCIAL REPORTS ARE AVAILABLE AT DAVIES SYMPHONY HALL DURING NORMAL BUSINESS HOURS FOR INSPECTION AND COPYING. WHEN RESPONDING TO A PUBLIC REQUEST FOR FINANCIAL STATEMENTS OR THE FORM 990, THE SYMPHONY WILL FULFILL SUCH A REQUEST WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST. IN ADDITION, THE FORM 990 IS AVAILABLE ON THE SYMPHONY'S WEBSITE AND THROUGH GUIDESTAR. FORM 990, PART IX, LINE 11G GUESTS ARTISTS AND CONDUCTORS: PROGRAM SERVICE EXPENSES 5,306,366. FUNDRAISING EXPENSES 192,658. TOTAL EXPENSES 5,499,024. CONSULTING: PROGRAM SERVICE EXPENSES 820,951. MANAGEMENT AND GENERAL EXPENSES 180,696. FUNDRAISING EXPENSES 121,559. TOTAL EXPENSES 1,123,206. MUSIC DIRECTOR: PROGRAM SERVICE EXPENSES 1,889,393. TOTAL EXPENSES 1,889,393. OTHER SERVICES: PROGRAM SERVICE EXPENSES 465,368. MANAGEMENT AND GENERAL EXPENSES 2,345,172. FUNDRAISING EXPENSES 171,648. TOTAL EXPENSES 2,982,188. FORM 990, PART XI, LINE 9: CHANGE IN PENSION BENEFIT LIABILITIES 11,655,279.