SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION I: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION I (EIN 59-1350404)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-13
- IRS object ID
- 202441349349306544
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T14:56:17-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650129793 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILTSHIRE WHITLEY RICHARDSON ENGLISH PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5249 SUMMERLIN COMMONS BLVD STE 100 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591350404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST FLORIDA SYMPHONY ORCHESTRA | BusinessNameLine1Txt |
| Business Name Line2 | AND CHORUS ASSOCIATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 2394180996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 COLLEGE PARKWAY SUITE 200 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY GINSBURG | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2394180996 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMY | PersonFirstNm |
| Person Last | GINSBURG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L D'AMBROSIO CPA | PreparerPersonNm |
| PTIN | P01312424 | PTIN |
| Phone | 2393349191 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AMY GINSBURG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 COLLEGE PARKWAY SUITE 200 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,869,037 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SWFLSO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | WE ASPIRE TO BE THE PREMIER MUSIC ORGANIZATION SERVING OUR COMMUNITIES BY PROVIDING QUALITY, PROFESSIONAL PERFORMANCES AND EDUCATIONAL OPPORTUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 139 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $885,641 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,414,964 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $371,606 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $417,302 | CYProgramServiceRevenueAmt |
| PY Investment Income | $54 | PYInvestmentIncomeAmt |
| CY Investment Income | $196 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23,811 | PYOtherRevenueAmt |
| CY Other Revenue | $16,544 | CYOtherRevenueAmt |
| PY Total Revenue | $1,281,112 | PYTotalRevenueAmt |
| CY Total Revenue | $1,849,006 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $325,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $778,626 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $876,590 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $908 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $353,849 | PYOtherExpensesAmt |
| CY Other Expenses | $659,283 | CYOtherExpensesAmt |
| PY Total Expenses | $1,132,475 | PYTotalExpensesAmt |
| CY Total Expenses | $1,860,873 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $148,637 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$11,867 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,246,003 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,201,049 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $271,319 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $208,510 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,974,684 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,992,539 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE ASPIRE TO BE THE PREMIER MUSIC ORGANIZATION SERVING OUR COMMUNITIES BY PROVIDING QUALITY, PROFESSIONAL PERFORMANCES AND EDUCATIONAL OPPORTUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,580,740 | ExpenseAmt |
| Grant | $325,000 | GrantAmt |
| Revenue | $417,302 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $1,580,740 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 139 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2394180996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 COLLEGE PARKWAY SUITE 200 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JOVANA BATOVIC | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALEXANDRA BREMNER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOE BROUGHTON | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFF CULL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT E DIEFENBACH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELLIE FOX | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE KIMBALL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LIZ MARNUL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACK MARTIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY NIETHAMER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REINA SCHLAGER | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BOB SHORT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J THOMAS UHLER | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANNE WARDLOW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RACHEL KADUK | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAN HLADIK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| COREY VERTICH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY GINSBURG | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $80,299 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $80,299 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $6,950 | MembershipDuesAmt |
| Fundraising | $3,200 | FundraisingAmt |
| Related Organizations | $398,000 | RelatedOrganizationsAmt |
| Government Grants | $145,788 | GovernmentGrantsAmt |
| All Other Contributions | $861,026 | AllOtherContributionsAmt |
| Total Contributions | $1,414,964 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCERT TICKET SALES | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $417,302 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $417,302 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $417,302 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $196 | TotalRevenueColumnAmt |
| Exclusion | $196 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $36,575 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,200 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $20,031 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,544 | TotalRevenueColumnAmt |
| Exclusion | $16,544 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,849,006 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $417,302 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,740 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,000 | TotalAmt |
| Program Services | $325,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,650 | TotalAmt |
| Program Services | $52,590 | ProgramServicesAmt |
| Management And General | $35,060 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $709,261 | TotalAmt |
| Program Services | $557,662 | ProgramServicesAmt |
| Management And General | $151,599 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,050 | TotalAmt |
| Program Services | $14,826 | ProgramServicesAmt |
| Management And General | $6,224 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,629 | TotalAmt |
| Program Services | $41,295 | ProgramServicesAmt |
| Management And General | $17,334 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,672 | TotalAmt |
| Program Services | $6,672 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,600 | TotalAmt |
| Program Services | $21,600 | ProgramServicesAmt |
| Management And General | $10,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,925 | TotalAmt |
| Program Services | $122,925 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,204 | TotalAmt |
| Program Services | $128,204 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,232 | TotalAmt |
| Program Services | $24,433 | ProgramServicesAmt |
| Management And General | $16,891 | ManagementAndGeneralAmt |
| Fundraising | $908 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,640 | TotalAmt |
| Program Services | $4,437 | ProgramServicesAmt |
| Management And General | $9,203 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,967 | TotalAmt |
| Program Services | $151,153 | ProgramServicesAmt |
| Management And General | $26,814 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,253 | TotalAmt |
| Program Services | $16,363 | ProgramServicesAmt |
| Management And General | $890 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,658 | TotalAmt |
| Management And General | $3,658 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,850 | TotalAmt |
| Program Services | $900 | ProgramServicesAmt |
| Management And General | $950 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,508 | TotalAmt |
| Program Services | $18,001 | ProgramServicesAmt |
| Management And General | $507 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRODUCTION COSTS | $75,523 | $75,523 | |
| EDUCATION EXPENSES | $12,801 | $12,801 | |
| DUES, LICENSES AND SUBS | $6,450 | $6,355 | $95 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,860,873 | TotalAmt |
| Program Services | $1,580,740 | ProgramServicesAmt |
| Management And General | $279,225 | ManagementAndGeneralAmt |
| Fundraising | $908 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,510 | BOYAmt |
| EOY | $154,877 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,294 | BOYAmt |
| EOY | $15,463 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,374 | BOYAmt |
| EOY | $6,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,468 | BOYAmt |
| EOY | $3,881 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $86,407 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $77,528 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,568 | BOYAmt |
| EOY | $8,879 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,961,289 | BOYAmt |
| EOY | $2,984,636 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,500 | BOYAmt |
| EOY | $27,313 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,246,003 | BOYAmt |
| EOY | $3,201,049 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,446 | BOYAmt |
| EOY | $27,510 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,444 | BOYAmt |
| EOY | $64,710 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,222 | BOYAmt |
| EOY | $116,290 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,207 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,319 | BOYAmt |
| EOY | $208,510 | 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 | $3,423,935 | BOYAmt |
| EOY | $2,978,103 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$449,251 | BOYAmt |
| EOY | $14,436 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,974,684 | BOYAmt |
| EOY | $2,992,539 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,246,003 | BOYAmt |
| EOY | $3,201,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$11,867 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $4,921 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $24,801 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $886,239 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,030,439 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $556,091 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $544,965 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,414,964 | CurrentTaxYearAmt |
| Total | $4,432,698 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $604,844 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $471,641 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $410,288 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $417,302 | CurrentTaxYearAmt |
| Total | $1,929,800 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $16,544 | CurrentTaxYearAmt |
| Total | $16,544 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,491,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,502,080 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $581,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $955,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,848,810 | CurrentTaxYearAmt |
| Total | $6,379,042 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $227,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,202 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $398,000 | CurrentTaxYearAmt |
| Total | $955,910 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $227,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,202 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $398,000 | CurrentTaxYearAmt |
| Total | $955,910 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $5,423,132 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $1,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $196 | CurrentTaxYearAmt |
| Total | $13,339 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $1,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $196 | CurrentTaxYearAmt |
| Total | $13,339 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,502,937 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,502,080 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $583,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $955,307 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,849,006 | CurrentTaxYearAmt |
| Total | $6,392,381 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.84840 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88170 | PublicSupportPY509Pct |
| Investment Income CY | 0.00210 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00540 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,898,185 | BeginningYearBalanceAmt |
| Contributions | $353,910 | ContributionsAmt |
| Investment Earnings Or Losses | $323,681 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $415,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $4,302 | AdministrativeExpensesAmt |
| End Year Balance | $3,156,474 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,472,918 | BeginningYearBalanceAmt |
| Contributions | $31,600 | ContributionsAmt |
| Investment Earnings Or Losses | -$381,494 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $219,650 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,189 | AdministrativeExpensesAmt |
| End Year Balance | $2,898,185 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $298,842 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$182,996 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $115,102 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $744 | AdministrativeExpensesAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $298,842 | BeginningYearBalanceAmt |
| End Year Balance | $298,842 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $390,656 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,731 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $94,437 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,108 | AdministrativeExpensesAmt |
| End Year Balance | $298,842 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.94556 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.05444 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,407 | OtherCostOrOtherBasisAmt |
| Depreciation | $77,528 | DepreciationAmt |
| Book Value | $8,879 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,879 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST IN NET ASSETS OF SWFL SYMPHONY ENDOWMENT FOUNDATION - FIDELITY | Desc |
| Book Value | $2,984,636 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,984,636 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,849,006 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,849,006 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,849,006 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,860,873 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,860,873 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,860,873 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE ORCHESTRA AND CHORUS PERFORMANCES AND EDUCATIONAL PROGRAMS FOR THE SOUTHWEST FLORIDA COMMUNITY. |
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS A NOT-FOR-PROFIT FLORIDA CORPORATION AND THEREFORE IS NOT SUBJECT TO STATE INCOME TAXES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS TAXABLE INCOME, HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. CERTAIN INCOME TAX RETURNS FILED BY THE ORGANIZATION REMAIN OPEN TO EXAMINATION BY THESE GOVERNMENT AGENCIES. THE ORGANIZATION FOLLOWS FASB ASC TOPIC 740, INCOME TAXES, IN ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND ANY ESTIMATES UTILIZED IN ITS TAX RETURNS, AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS WILL BE RECOGNIZED IN INCOME TAX EXPENSE, IF REQUIRED. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FOR THE LOVE OF MUSIC GALA | Event1Nm |
| Gross Receipts Event1 | $20,440 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,200 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,240 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $8,242 | OtherDirectExpensesEvent1Amt |
| Event2 | FASHION SHOW | Event2Nm |
| Gross Receipts Event2 | $7,157 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $7,157 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $2,764 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $12,178 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $12,178 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $9,025 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $39,775 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,200 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $36,575 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,031 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $20,031 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $16,544 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 COLLEGE PARKWAY SUITE 200 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 800030849 | RecipientEIN |
| IRC Section | 501(C)3 | IRCSectionDesc |
| Cash Grant | $325,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | FUND ENDOWMENT WITH LEGACY GIFTS RECEIVED FROM DONORS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA WEEKLY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $4,581 | TransactionAmt |
| Transaction | ADVERTISING | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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'S WEBSITE AND THROUGH GUIDESTAR. |
| FORM 990, PART XI, LINE 9: | CHANGE IN INTEREST IN NET ASSETS OF SWFL SYMPHONY ENDOWMENT FOUNDATION 24,801. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 COLLEGE PARKWAY SUITE 200 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800030849 | EIN |
| Primary Activities | ENDOWMENT MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12C, III-FI | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC | ||
| C | $398,000 | CASH |
| SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC | ||
| B | $325,000 | CASH |
| SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC | ||
| Q | $1,864 | CASH |
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