San Jose Wind Symphony
Nonprofit profile at a glance
- EIN
- 770350131
- IRS 990-EZ coverage
- 2024–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2023
- Location
- San Jose, CA, USA
- Phone
- 4089277597
- Rating
- 71
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Music
Reported finances
- Revenue
- $69,029
- Expenses
- $68,151
- Assets
- $269,509
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- Caroline McIntyre (President)
People named in this filing
- Caroline McIntyre (President)
- Matthew Thornton (Secretary)
- David Larsen (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Instruction & public performance of Symphonic Wind music.
What it reported doing in 2024
Several concerts (typically) given throughout Santa Clara Valley to audiences in size from 100 to 1000. Provided musical growth and education to over 60 members of the San Jose Wind Symphony. Tickets donated to a variety of other charitable organizations.
Operating model
- Revenue model
- Donor-supported. 67% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and total assets are large relative to annual expenses, but may not be spendable cash. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 56
- Transparency & Controls: 100
- Sustainability: 61
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 55.6%; rating input score 56
- Program expense ratio: 55.7%; rating input score 56
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 1.3%; rating input score 48; 48th percentile among comparable filings
- Total-asset coverage ratio: 3.95; rating input score 80; 80th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 55.6% of revenue deployed · 55.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $38K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 56/100.
- Review — Financial Efficiency: Program expense ratio scored 56/100.
- Moderate — Sustainability: Operating margin scored 48/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.