2026-05-12T15:25:51-05:00 2025-06-30 650129793 WILTSHIRE WHITLEY RICHARDSON ENGLISH PA 5249 SUMMERLIN COMMONS BLVD STE 100 FORT MYERS FL 33907 990 2024-07-01 591350404 SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC SOUT 2394180996 9311 COLLEGE PARKWAY FORT MYERS FL 33919 AMY GINSBURG EXECUTIVE DIRECTOR 2394180996 2026-05-11 1 1 JOSEPH L D'AMBROSIO CPA P01312424 2393349191 2024 2025-03-06 01:10:19Z X AMY GINSBURG 9311 COLLEGE PARKWAY FORT MYERS FL 33919 1790762 0 X N/A X 1961 FL WE ASPIRE TO BE THE PREMIER MUSIC ORGANIZATION SERVING OUR COMMUNITIES BY PROVIDING QUALITY, PROFESSIONAL PERFORMANCES AND EDUCATIONAL OPPORTUNITIES. 14 14 158 75 0 0 1101834 1428030 279450 362412 346 -3007 2815 0 1384445 1787435 0 16252 0 0 1007887 986532 0 0 56198 594733 666491 1602620 1669275 -218175 118160 2976221 2348200 366963 92111 2609258 2256089 X WE ASPIRE TO BE THE PREMIER MUSIC ORGANIZATION SERVING OUR COMMUNITIES BY PROVIDING QUALITY, PROFESSIONAL PERFORMANCES AND EDUCATIONAL OPPORTUNITIES. 0 0 1328546 16252 359085 THE MISSION OF THE SOUTHWEST FLORIDA SYMPHONY IS TO PRESENT OUTSTANDING MUSIC FOR THE ENTERTAINMENT, ENRICHMENT AND EDUCATION OF THE BROADEST POSSIBLE PUBLIC. WE ACCOMPLISH THIS MISSION BY PROVIDING THE HIGHEST CALIBER OF PROFESSIONAL SYMPHONIC PERFORMANCES, MADE ACCESSIBLE TO THE ENTIRE COMMUNITY AND BEYOND. THE SYMPHONY EMPLOYS AN INTERNATIONALLY ACCLAIMED MUSIC DIRECTOR/CONDUCTOR, 70 WORLD-CLASS MUSICIANS AND BRINGS EXEMPLARY GUEST ARTISTS TO LEE COUNTY, FLORIDA. A PROFESSIONAL SYMPHONY ORCHESTRA IS THE CORNERSTONE OF ARTS AND CULTURE IN ANY COMMUNITY. THROUGH ITS EVER-EXPANDING FOOTPRINT AND RICH HISTORY IN SOUTHWEST FLORIDA, THE SOUTHWEST FLORIDA SYMPHONY SIGNIFICANTLY ENHANCES THE QUALITY OF THE COMMUNITY. THE SOUTHWEST FLORIDA SYMPHONY ALSO PROVIDES EDUCATIONAL OPPORTUNITIES FOR CHILDREN OF ALL AGES, UP TO AND INCLUDING COLLEGE STUDENTS AND ADULTS, THROUGH ITS BROAD EDUCATIONAL PROGRAMS. MAJORS FOR MINORS IS A PROGRAM THAT MARRIES DONOR ENGAGEMENT WITH "REVERSE FIELD TRIPS," BRINGING PROFESSIONAL ORCHESTRAL ENSEMBLES TO ELEMENTARY SCHOOLS THROUGHOUT LEE COUNTY, FLORIDA. THIS PROGRAM IS PRIMARILY FUNDED THROUGH INDIVIDUAL DONORS WHO ARE INVITED TO ATTEND THESE SCHOOLS IN ORDER TO SEE THEIR INVESTMENT IN THE SYMPHONY WORK. IN ADDITION TO ESTABLISHING AND DEEPENING THOSE RELATIONSHIPS, MAJORS AND MINORS FILLS THE ARTS EDUCATION VOID LEFT BY REDUCED OR ELIMINATED GOVERNMENTAL FUNDING FOR THOSE PROGRAMS AND ENHANCES STANDARD CURRICULUM.THE SYMPHONY'S YOUTH ORCHESTRA PROGRAMS PROVIDE PUBLIC PERFORMANCE OPPORTUNITIES, TEAM BUILDING SKILLS AND INSTRUMENTAL INSTRUCTION DELIVERED BY THE ORCHESTRA'S PROFESSIONAL MUSICIANS TO 100 STUDENTS RANGING FROM 6TH TO 12TH GRADE EACH SCHOOL YEAR. OTHER LIFELONG LEARNING OPPORTUNITIES INCLUDE THE SYMPHONY'S ANNUAL YOUNG PEOPLE'S CONCERT, WHICH IS A FIELD TRIP THAT BRINGS LEE COUNTY 5TH GRADERS TO BARBARA B. MANN PERFORMING ARTS HALL EACH SPRING FOR A FULL SYMPHONIC PERFORMANCE EXPERIENCE. OTHER EDUCATION INITIATIVES INCLUDE CONDUCTOR AND GUEST ARTIST LED PRE-CONCERT LECTURES, FREE TICKETS FOR DISADVANTAGED COMMUNITY MEMBERS, $5 STUDENT RUSH TICKETS, THE DISCOVERY CLUB PROGRAM, WHICH PROVIDES MEMBER STUDENTS AND TWO GUESTS WITH $5 CONCERT TICKETS AND MASTER CLASSES OFFERED BY VISITING GUEST ARTISTS AT LOCAL HIGH SCHOOLS, COLLEGES AND UNIVERSITIES.THE SYMPHONY BRINGS PERFORMANCES, EDUCTION AND OUTREACH INITIATIVES TO EVERY CORNER OF LEE COUNTY, FLORIDA, WITHIN ITS POWER TO ENSURE THAT PROFESSIONAL SYMPHONIC MUSIC IS AVAILABLE TO EVERYONE WHO DESIRES ACCESS, REGARDLESS OF ABILITY TO PAY ADMISSION OR TRAVEL TO PERFORMANCES, BRINGING THE HISTORY OF MUSIC TO LIFE FOR EVERYONE WITHIN ITS REACH. 1328546 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 158 1 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 0 1 1 0 FL X X THE ORGANIZATION 2394180996 9311 COLLEGE PARKWAY FORT MYERS FL 33919 JOVANA BATOVIC TRUSTEE 1.00 X 0 0 0 ALEXANDRA BREMNER TRUSTEE 1.00 X 0 0 0 JOE BROUGHTON VICE PRESIDENT 1.00 X X 0 0 0 JEFF CULL TRUSTEE 1.00 X 0 0 0 CHRISTIAN ANDERSON TRUSTEE 1.00 X 0 0 0 ELLIE FOX TRUSTEE 1.00 X 0 0 0 LIZ MARNUL TRUSTEE 1.00 X 0 0 0 ROBERT BUKER JR TRUSTEE 1.00 X 0 0 0 GARY NIETHAMER TRUSTEE 1.00 X 0 0 0 REINA SCHLAGER SECRETARY 1.00 X X 0 0 0 STEVE PONTIUS TRUSTEE 1.00 X 0 0 0 J THOMAS UHLER PRESIDENT 1.00 X X 0 0 0 RACHEL KADUK TREASURER 1.00 X X 0 0 0 COREY VERTICH TRUSTEE 1.00 X 0 0 0 AMY GINSBURG EXECUTIVE DIRECTOR 40.00 X 113872 0 0 113872 0 0 1 0 0 0 0 3256 786073 83737 554964 1428030 CONCERT TICKET SALES 711130 362412 362412 362412 320 320 3327 -3327 -3327 -3327 1787435 359085 0 320 16252 16252 172074 103244 68830 708287 570895 137392 40931 31343 9588 65240 49958 15282 58095 58095 77500 60000 17500 82047 82047 109930 109930 31279 26116 5163 11858 3513 8345 84450 66430 18020 13004 11728 1276 2847 2847 6331 4905 1426 27393 25917 1476 PRODUCTION COSTS 95900 95900 DEVELOPMENT COSTS 56198 56198 DUES, LICENSES AND SUBS 7388 7155 233 EDUCATION EXPENSES 2271 2271 1669275 1328546 284531 56198 120401 6000 3881 0 25910 2819529 2348200 500 2976221 2348200 10352 5283 253624 102987 86828 366963 92111 X 2609258 2256089 2609258 2256089 2976221 2348200 X 118160 -471329 X 0 0 0 X 556091 544965 1414964 1101834 1428030 5045884 25725 410288 417302 279450 362412 1495177 16544 2815 19359 581816 955253 1848810 1384099 1790442 6560420 109202 137900 398000 511204 786073 1942379 0 109202 137900 398000 511204 786073 1942379 4618041 1235 54 196 346 320 2151 1235 54 196 346 320 2151 583051 955307 1849006 1384445 1790762 6562571 0.70370 0.80210 0.00030 0.00030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2999829 59889 282053 742073 59323 2540375 3156474 7942 360067 466204 58450 2999829 2898185 353910 323681 415000 4302 3156474 3472918 31600 -381494 219650 5189 2898185 298842 -182996 115102 744 0.92000 0.00000 0.08000 1 1 1 0 INTEREST IN NET ASSETS OF SWFL SYMPHONY ENDOWMENT FOUNDATION - FIDELITY 2348200 F 2348200 PART V, LINE 4: TO PROVIDE ORCHESTRA AND CHORUS PERFORMANCES AND EDUCATIONAL PROGRAMS FOR THE SOUTHWEST FLORIDA COMMUNITY. 0 UNITED WAY OF LEE COUNTY INC 7273 CONCOURSE DR FORT MYERS FL 33908 591005169 501(C)3 0 15352 NET BOOK VALUE 2015 FORD ECONOLINE BOX TRUCK TO PROVIDE TRANSPORTATION FOR THE DELIVERY OF DONATED ITEMS TO UNITED WAY PARTNERS AND CLIENTS. 1 0 FORM 990, PART VI, SECTION A, LINE 2 JOE BROUGHTON, VICE PRESIDENT, IS MARRIED TO NORA LASTRE-BROUGHTON, GENERAL MANAGER. FORM 990, PART VI, SECTION A, LINE 7A ARTICLE XII PROVIDES THAT AT THE ANNUAL MEETING THE MEMBERSHIP SHALL ELECT MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY THE FINANCE COMMITTEE AND THEN THE EXECUTIVE BOARD. COPIES OF THE FORM 990 ARE THEN SENT TO EACH TRUSTEE. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, TRUSTEES AND KEY EMPLOYEES MUST SIGN A DOCUMENT DISCLOSING ANY CONFLICTS OF INTEREST. THE PRESIDENT OVERSEES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE BOARD CONSIDERS COMPENSATION LEVELS FOR SIMILAR POSITIONS IN THE LOCAL COMMUNITY AS WELL AS SALARY DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS FOR ORCHESTRAS NATIONALLY WITH SIMILAR BUDGETS AND ACTIVITIES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE ORGANIZATION AND THROUGH GUIDESTAR. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF SWFL SYMPHONY ENDOWMENT FOUNDATION -471,329. SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC 9311 COLLEGE PARKWAY FORT MYERS FL 33919 800030849 ENDOWMENT MANAGEMENT FL 501(C)(3) LINE 12C, III-FI 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC C 731073 CASH SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC Q 55000 CASH