SOUTH FLORIDA SYMPHONY ORCHESTRA INC: Form 990, tax year 2023
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- Organization
- SOUTH FLORIDA SYMPHONY ORCHESTRA INC (EIN 65-0846695)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-08
- IRS object ID
- 202510989349300426
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-08T18:08:09-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650356804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBBINS & MORONEY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SE 10TH ST | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650846695 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTH FLORIDA SYMPHONY ORCHESTRA | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 9545228445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 NE 5TH AVENUE SUITE 3 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUELINE LORBER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9545228445 | PhoneNum |
| Signature | 2025-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J ROBBINS | PreparerPersonNm |
| PTIN | P01210648 | PTIN |
| Phone | 9544673100 | PhoneNum |
| Preparation | 2025-04-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JACQUELINE LORBER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 NE 5TH AVENUE SUITE 3 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,408,607 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOUTHFLORIDASYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | REMAINING TRUE TO ITS MISSION TO DELIGHT, INSPIRE AND EDUCATE THE COMMUNITY, SOUTH FLORIDA SYMPHONY ORCHESTRA (SFSO) PERFORMED MORE THAN 50 IN PERSON CONCERTS AND EVENTS FOR PATRONS THROUGHOUT THE SOUTH FLORIDA REGION, INCLUDING MONROE, MIAMI-DADE AND BROWARD COUNTIES, SERVING APPROXIMATELY 30,000 MEMBERS OF THE COMMUNITY. THE MASTERWORKS CONCERT SERIES FEATURED WORLD-RENOWNED SOLOISTS, INCLUDING AWADAGIN PRATT, PIANO, HUIFANG CHEN, VIOLIN AND TAO LIN, PIANO AND OTHERS. AMONG THE ARTISTIC HIGHLIGHTS OF THE SEASON WAS BEETHOVEN: SYMPHONY NO. 9 IN D MINOR, AND THE PREMIERE OF JESSEE MONTGOMERY: SYMPHONY NO. 1 IN C MINOR, OP. 68. IN ADDITION, THE TRANSFORMATIVE MUSIC EDUCATION PROGRAM, SYMPHONY IN THE SCHOOLS, EXPOSED MORE THAN 5,000 CULTURALLY UNDERSERVED STUDENTS TO THE MAGIC OF LIVE CLASSICAL MUSIC. THE EDUCATION PROGRAM HAS EXPANDED INTO JUNIOR ACHIEVEMENT WORLD EXPOSING THE BUSINESS-SIDE OF THE PERFORMING ARTS INDUSTRY TO ALL BROWARD COUNTY ELEMENTARY PUBLIC SCHOOLS' 5TH GRADE STUDEN | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,576,027 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,533,280 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $585,540 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $784,536 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $17,239 | CYOtherRevenueAmt |
| PY Total Revenue | $2,161,567 | PYTotalRevenueAmt |
| CY Total Revenue | $2,335,055 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,988 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $24,649 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $626,375 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $641,258 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $178,306 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,711,433 | PYOtherExpensesAmt |
| CY Other Expenses | $1,976,670 | CYOtherExpensesAmt |
| PY Total Expenses | $2,340,796 | PYTotalExpensesAmt |
| CY Total Expenses | $2,642,577 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$179,229 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$307,522 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $102,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $158,663 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,248,609 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,612,420 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$1,146,235 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,453,757 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORCHESTRA IS DEDICATED TO BRINGING ORCHESTRAL MUSIC OF THE HIGHEST CALIBER TO SOUTH FLORIDA. ITS MISSION IS TO DELIGHT, INSPIRE AND EDUCATE THE COMMUNITIES WE SERVE THROUGH MUSIC. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,330,064 | ExpenseAmt |
| Grant | $24,649 | GrantAmt |
| Revenue | $784,536 | RevenueAmt |
| Desc | DURING FY24, SOUTH FLORIDA SYMPHONY PRESENTED A SERIES OF FIVE IN PERSON MASTERWORKS CONCERTS THROUGH 11 PERFORMANCES, PLUS A LARGE-SCALE HOLIDAY CONCERT PERFORMED TWO TIMES; ALL CONCERTS FEATURED WORLD-CLASS SOLOISTS AND MUSICIANS -- WHICH WERE ATTENDED BY MORE THAN 22,000 PATRONS AND STUDENTS IN BROWARD, MIAMI-DADE, AND MONROE COUNTIES. FACILITATING ENGAGEMENT WITH THE ARTS FOR MORE THAN 5,000 CULTURALLY UNDERSERVED STUDENTS AND THEIR FAMILIES THIS YEAR, THE IMPACTFUL SYMPHONY IN THE SCHOOLS PROGRAM FEATURED 'PRESERVING OUR CORAL REEF' IN KEY WEST AND AT FORT LAUDERDALE'S 'PARKER- AND THE MIAMI BEACH BANDSHELL. THE CONCERTS INTRODUCED THE ORCHESTRA, GAVE A COMPARISON OF ORCHESTRAL INSTRUMENTS WITH THE ENGAGING STORY OF EFFORTS TO SAVE THE CORAL REEF, WITH THE GOAL, TO EMPOWER CHILDREN - THROUGH CLASSICAL MUSIC - TO CHANGE PERSONAL BEHAVIORS TO PROTECT THE ENVIRONMENT. IN SPRING 2024, THE SFSO MUSIC EDUCATORS RETURNED TO THE SCHOOLS, PROVIDING SIDE BY SIDE AND SECTIONAL TRAINING IN NUMEROUS SCHOOLS THROUGHOUT THE REGION. FURTHER COMMUNITY ENGAGEMENT ALSO INCLUDED 'COMMUNITY BEATS,' A PROGRAM FOR MEMBERS OF SOUTH FLORIDA'S DIVERSE COMMUNITIES TO EXPERIENCE THE PERFORMING ARTS IN INTIMATE, UNEXPECTED SPACES. THROUGH A SERIES OF EVENTS FEATURING MUSIC, FOOD, AND SOCIALIZATION OPPORTUNITIES, PARTICIPANTS WERE PROVIDED ACCESS TO ART, GUEST SOLOISTS AND MUSICIANS IN UNINTIMIDATING AND UNUSUAL LOCATIONS. IN ADDITION, SFSO IS A CULTURAL LEADER AND COMMUNITY ASSET, HAVING A FAR- REACHING ECONOMIC IMPACT. AS THE LARGEST ORCHESTRAL EMPLOYER IN THE REGION, THE ORGANIZATION GENERATES JOBS FOR NEARLY 300 MUSICIANS, PRODUCTION STAFF AND ARTS ADMINISTRATORS DURING THE CURRENT FISCAL YEAR. THE SFSO CONTINUES TO HAVE AN IMMEASURABLE EFFECT ON THE COMMUNITIES IT SERVES. | Desc |
| Total Program Service Expenses | $2,330,064 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 230 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUELINE LORBER | PersonNm |
| Phone | 9545228445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 NE 5TH AVENUE SUITE 3 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JACQUELINE LORBER | ||||||
| PRESIDENT & | 60.00 | Yes (X) | Yes (X) | $94,705 | $0 | $5,000 |
| SEBRINA ALFONSO | ||||||
| ARTISTIC DIR | 40.00 | Yes (X) | Yes (X) | $94,705 | $0 | $5,000 |
| CHARLES LANE | ||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA SHAGENA | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| MIRIAM RICHTER | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| TJ WALSH | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES GREEN | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| BONNIE LAUTON | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| KARISA SMITH | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $189,410 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $10,000 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $354,072 | MembershipDuesAmt |
| Fundraising | $60,121 | FundraisingAmt |
| Government Grants | $344,170 | GovernmentGrantsAmt |
| All Other Contributions | $774,917 | AllOtherContributionsAmt |
| Total Contributions | $1,533,280 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 711130 | $645,112 | $645,112 |
| MEMBERSHIPS | 711130 | $139,424 | $139,424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $784,536 | TotalProgramServiceRevenueAmt |
| Fundraising Gross Income | $73,552 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $60,121 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $73,552 | FundraisingDirectExpensesAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $17,239 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,239 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,239 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,335,055 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $801,775 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,649 | TotalAmt |
| Program Services | $24,649 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,693 | TotalAmt |
| Program Services | $124,988 | ProgramServicesAmt |
| Management And General | $29,853 | ManagementAndGeneralAmt |
| Fundraising | $29,852 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,167 | TotalAmt |
| Program Services | $347,957 | ProgramServicesAmt |
| Management And General | $14,807 | ManagementAndGeneralAmt |
| Fundraising | $7,403 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,170 | TotalAmt |
| Program Services | $38,141 | ProgramServicesAmt |
| Management And General | $5,014 | ManagementAndGeneralAmt |
| Fundraising | $5,015 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,228 | TotalAmt |
| Program Services | $26,760 | ProgramServicesAmt |
| Management And General | $7,645 | ManagementAndGeneralAmt |
| Fundraising | $3,823 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125 | TotalAmt |
| Management And General | $125 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,051,997 | TotalAmt |
| Program Services | $1,051,997 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,225 | TotalAmt |
| Program Services | $298,225 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,293 | TotalAmt |
| Program Services | $14,577 | ProgramServicesAmt |
| Management And General | $3,643 | ManagementAndGeneralAmt |
| Fundraising | $6,073 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,604 | TotalAmt |
| Program Services | $89,200 | ProgramServicesAmt |
| Management And General | $10,702 | ManagementAndGeneralAmt |
| Fundraising | $10,702 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,710 | TotalAmt |
| Program Services | $68,604 | ProgramServicesAmt |
| Management And General | $3,554 | ManagementAndGeneralAmt |
| Fundraising | $3,552 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,417 | TotalAmt |
| Program Services | $26,039 | ProgramServicesAmt |
| Management And General | $5,689 | ManagementAndGeneralAmt |
| Fundraising | $5,689 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,021 | TotalAmt |
| Management And General | $31,021 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,520 | TotalAmt |
| Program Services | $3,760 | ProgramServicesAmt |
| Management And General | $3,760 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| FUNDRAISING EVENTS | $103,526 | $103,526 | ||
| PRODUCTION COSTS | $100,366 | $100,366 | ||
| MERCHANT PROCESSING FEES | $57,316 | $57,316 | ||
| BANK CHARGES | $31,446 | $15,723 | $15,723 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,104 | TotalAmt |
| Program Services | $41,762 | ProgramServicesAmt |
| Management And General | $2,671 | ManagementAndGeneralAmt |
| Fundraising | $2,671 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,642,577 | TotalAmt |
| Program Services | $2,330,064 | ProgramServicesAmt |
| Management And General | $134,207 | ManagementAndGeneralAmt |
| Fundraising | $178,306 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,746 | BOYAmt |
| EOY | $56,025 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $26,950 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $163,482 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $99,667 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,903 | BOYAmt |
| EOY | $63,815 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,725 | BOYAmt |
| EOY | $11,873 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,374 | BOYAmt |
| EOY | $158,663 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,810 | BOYAmt |
| EOY | $14,810 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,525 | BOYAmt |
| EOY | $120,360 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,434 | BOYAmt |
| EOY | $32,700 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,093,707 | BOYAmt |
| EOY | $1,429,593 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,133 | BOYAmt |
| EOY | $14,957 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,248,609 | BOYAmt |
| EOY | $1,612,420 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,146,235 | BOYAmt |
| EOY | -$1,453,757 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,146,235 | BOYAmt |
| EOY | -$1,453,757 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,374 | BOYAmt |
| EOY | $158,663 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$307,522 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $935,123 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,118,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,491,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,576,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,533,280 | CurrentTaxYearAmt |
| Total | $6,654,717 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $935,123 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,118,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,491,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,576,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,533,280 | CurrentTaxYearAmt |
| Total | $6,654,717 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,304,612 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,350,105 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $152 | CurrentTaxYearMinus2YearsAmt |
| Total | $152 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,654,869 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,386,378 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75400 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,844 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,606 | DepreciationAmt |
| Book Value | $52,238 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,638 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,061 | DepreciationAmt |
| Book Value | $11,577 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $63,815 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| Book Value | $11,873 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,873 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS PAYABLE | Desc |
| Amt | $14,957 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,957 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $89,426 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $29,810 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $59,616 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $59,616 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $44,247 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $30,311 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $13,936 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $13,936 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $133,673 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $60,121 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $73,552 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $73,552 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $73,552 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF BROWARD COUNTY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5890 S PINE ISLAND ROAD | AddressLine1Txt |
| City | DAVIE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 590967823 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $20,654 | CashGrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUELINE LORBER LOAN | PersonNm |
| Relationship With Org | PRESIDENT & CEO | RelationshipWithOrgTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $21,909 | OriginalPrincipalAmt |
| Balance Due | $32,700 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $32,700 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG FRANK | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE BELOW | RelationshipDescriptionTxt |
| Transaction | $81,164 | TransactionAmt |
| Transaction | SEE BELOW | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | TRANSACTIONS INVOLVING INTERESTED PERSONS GREG FRANK, THE PRESIDENT & CEO'S SON AND ARTISTIC DIRECTOR/FOUNDER STEPSON IS EMPLOYED BY THE ORGANIZATION AS THE DIRECTOR OF FINANCE AND RECEIVED COMPENSATION OF 81,164 DURING FISCAL YEAR ENDING JUNE 30, 2024. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | DURING FY24, SOUTH FLORIDA SYMPHONY PRESENTED A SERIES OF FIVE IN PERSON MASTERWORKS CONCERTS THROUGH 11 PERFORMANCES, PLUS A LARGE-SCALE HOLIDAY CONCERT PERFORMED TWO TIMES; ALL CONCERTS FEATURED WORLD-CLASS SOLOISTS AND MUSICIANS -- WHICH WERE ATTENDED BY MORE THAN 22,000 PATRONS AND STUDENTS IN BROWARD, MIAMI-DADE, AND MONROE COUNTIES. FACILITATING ENGAGEMENT WITH THE ARTS FOR MORE THAN 5,000 CULTURALLY UNDERSERVED STUDENTS AND THEIR FAMILIES THIS YEAR, THE IMPACTFUL SYMPHONY IN THE SCHOOLS PROGRAM FEATURED 'PRESERVING OUR CORAL REEF' IN KEY WEST AND AT FORT LAUDERDALE'S 'PARKER- AND THE MIAMI BEACH BANDSHELL. THE CONCERTS INTRODUCED THE ORCHESTRA, GAVE A COMPARISON OF ORCHESTRAL INSTRUMENTS WITH THE ENGAGING STORY OF EFFORTS TO SAVE THE CORAL REEF, WITH THE GOAL, TO EMPOWER CHILDREN - THROUGH CLASSICAL MUSIC - TO CHANGE PERSONAL BEHAVIORS TO PROTECT THE ENVIRONMENT. IN SPRING 2024, THE SFSO MUSIC EDUCATORS RETURNED TO THE SCHOOLS, PROVIDING SIDE BY SIDE AND SECTIONAL TRAINING IN NUMEROUS SCHOOLS THROUGHOUT THE REGION. FURTHER COMMUNITY ENGAGEMENT ALSO INCLUDED 'COMMUNITY BEATS,' A PROGRAM FOR MEMBERS OF SOUTH FLORIDA'S DIVERSE COMMUNITIES TO EXPERIENCE THE PERFORMING ARTS IN INTIMATE, UNEXPECTED SPACES. THROUGH A SERIES OF EVENTS FEATURING MUSIC, FOOD, AND SOCIALIZATION OPPORTUNITIES, PARTICIPANTS WERE PROVIDED ACCESS TO ART, GUEST SOLOISTS AND MUSICIANS IN UNINTIMIDATING AND UNUSUAL LOCATIONS. IN ADDITION, SFSO IS A CULTURAL LEADER AND COMMUNITY ASSET, HAVING A FAR- REACHING ECONOMIC IMPACT. AS THE LARGEST ORCHESTRAL EMPLOYER IN THE REGION, THE ORGANIZATION GENERATES JOBS FOR NEARLY 300 MUSICIANS, PRODUCTION STAFF AND ARTS ADMINISTRATORS DURING THE CURRENT FISCAL YEAR. THE SFSO CONTINUES TO HAVE AN IMMEASURABLE EFFECT ON THE COMMUNITIES IT SERVES. |
| FORM 990, PAGE 6, PART VI, LINE 2 | JACQUELINE LORBER SEBRINA ALFONSO CEO/PRES. ARTISTIC DIR MARRIED |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF DIRECTORS MEETS TO REVIEW FORM 990 AND APPROVE THE INFORMATION REFLECTED IN FORM 990 PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EMPLOYEES AND THE BOARD OF DIRECTORS HAVE REVIEWED THE CONFLICTS OF INTEREST POLICY. ANY POTENTIAL CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED IF THEY ARISE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | REVIEW BY BOARD OF DIRECTORS |
| FORM 990, PAGE 6, PART VI, LINE 15B | REVIEW BY BOARD OF DIRECTORS |
| FORM 990, PAGE 6, PART VI, LINE 19 | AVAILABLE UPON REQUEST |
| FORM 990, PART IX, LINE 11G | MUSICIANS & ARTISTS 935,839 0 0 INDEPENDENT CONTRACTORS 85,708 0 0 CONSULTANTS 30,450 0 0 TOTAL 1,051,997 0 0 |
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