FLORIDA WEST COAST SYMPHONY INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FLORIDA WEST COAST SYMPHONY INC (EIN 59-2603081)
Tax period
2023-08-01 to 2024-07-31
Filed
2024-12-17
IRS object ID
202423529349301217
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-12-17T14:36:45-06:00ReturnTs
Tax Period End2024-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN580692043PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAULDIN & JENKINS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11401 MANATEE AVE W STE 1200AddressLine1Txt
CityBRADENTONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34205ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN592603081EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FLORIDA WEST COAST SYMPHONY INCBusinessNameLine1Txt
Business Name Line2D/B/A SARASOTA ORCHESTRABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFLORBusinessNameControlTxt
Phone9419534252PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1709 NORTH TAMIAMI TRAILAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34236ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH MCKENNAPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone9419534252PhoneNum
Signature2024-12-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN CARTERPreparerPersonNm
PTINP00536712PTIN
Phone9417474483PhoneNum
Preparation2024-12-10PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOSEPH MCKENNAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1709 NORTH TAMIAMI TRAILAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34236ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$67,850,132GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SARASOTAORCHESTRA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1949FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE SARASOTA ORCHESTRA IS TO ENGAGE, EDUCATE AND ENRICH OUR COMMUNITY THROUGH HIGH QUALITY LIVE MUSICAL EXPERIENCES. SARASOTA ORCHESTRA IS COMMITTED TO ENGAGING OUR COMMUNITY WITH THE HIGHEST STANDARDS IN PERFORMING AND PROGRAMMING, OPERATING IN A CULTURE OF SERVICE, RESPECT, AND COLLABORATION, AND PERFORMING CLASSICAL MUSIC AND WELCOMING GREAT MUSIC FROM OTHER GENRES.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee356TotalEmployeeCnt
Total Volunteers350TotalVolunteersCnt
Total Gross UBI$1,350TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,553,677PYContributionsGrantsAmt
CY Contributions Grants$60,899,085CYContributionsGrantsAmt
PY Program Service Revenue$3,570,584PYProgramServiceRevenueAmt
CY Program Service Revenue$3,914,218CYProgramServiceRevenueAmt
PY Investment Income-$1,609,174PYInvestmentIncomeAmt
CY Investment Income$1,209,756CYInvestmentIncomeAmt
PY Other Revenue$576,088PYOtherRevenueAmt
CY Other Revenue$496,678CYOtherRevenueAmt
PY Total Revenue$10,091,175PYTotalRevenueAmt
CY Total Revenue$66,519,737CYTotalRevenueAmt
PY Grants And Similar Paid$29,269PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$42,052CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$9,527,372PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,874,487CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,781,878CYTotalFundraisingExpenseAmt
PY Other Expenses$3,828,803PYOtherExpensesAmt
CY Other Expenses$4,368,634CYOtherExpensesAmt
PY Total Expenses$13,385,444PYTotalExpensesAmt
CY Total Expenses$14,285,173CYTotalExpensesAmt
PY Revenues Less Expenses-$3,294,269PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$52,234,564CYRevenuesLessExpensesAmt
Total Assets BOY$31,780,178TotalAssetsBOYAmt
Total Assets EOY$83,523,728TotalAssetsEOYAmt
Total Liabilities BOY$3,340,195TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,956,883TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$28,439,983NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$80,566,845NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE SARASOTA ORCHESTRA IS TO ENGAGE, EDUCATE AND ENRICH OUR COMMUNITY THROUGH HIGH QUALITY LIVE MUSICAL EXPERIENCES. SARASOTA ORCHESTRA IS COMMITTED TO ENGAGING OUR COMMUNITY WITH THE HIGHEST STANDARDS IN PERFORMING AND PROGRAMMING, OPERATING IN A CULTURE OF SERVICE, RESPECT AND COLLABORATION, AND PERFORMING CLASSICAL MUSIC AND WELCOMING GREAT MUSIC FROM OTHER GENRES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$9,433,731ExpenseAmt
Revenue$3,514,408RevenueAmt
DescSARASOTA ORCHESTRA IS ONE OF THE LEADING REGIONAL ORCHESTRAS IN THE UNITED STATES, PERFORMING A WIDE RANGE OF CLASSICAL, POPS, AND CHAMBER MUSIC CONCERTS. PRIOR TO THE COVID-19 PANDEMIC, EACH SEASON SARASOTA ORCHESTRA PERFORMED FOR MORE THAN 88,000 PEOPLE ACROSS MORE THAN 100 LIVE MUSICAL PERFORMANCES IN A 36-WEEK SEASON FROM SEPTEMBER TO MAY. THE 2023-2024 CONCERT SEASON CONTINUED TO SEE AUDIENCE RECOVERY FROM THE PANDEMIC TRENDING UPWARD EACH SEASON SINCE 2021-2022 AND REACHED 70,000 THIS SEASON. HIGHLIGHTS OF THE SEASON INCLUDED SCREENINGS OF THE MOVIE STAR WARS WITH THE FILM SCORE PERFORMED LIVE, PERFORMANCES OF PETER AND THE WOLF IN SPANISH AND ENGLISH IN THE SPRING, AND THE POPULAR OUTDOOR POPS CONCERTS AT ED SMITH STATIUM THAT ATTRACTED MORE THAN 6,000 PEOPLE FROM THE COMMUNITY. SARASOTA ORCHESTRA EMPLOYS 76 CONTRACTED MUSICIANS, WITH 48 MUSICIANS FORMING THE ORCHESTRA'S FULL-TIME CORE. ITS OUTREACH PROGRAMS, INCLUDING THE "ON THE ROAD WITH SO" COMMUNITY TOUR, A DEDICATED FREE FALL FAMILY CONCERT, AND FREE TICKETS THROUGH VETTIX AND TICKETS FOR KIDS AND A RANGE OF SOCIAL SERVICES PROGRAMS IN ORDER TO CONNECT WITH SARASOTA AND MANATEE COUNTY RESIDENTS OF ALL AGES WHO MAY NOT OTHERWISE HAVE ACCESS TO CONCERT EXPERIENCES, THEREBY STRENGTHENING THE COMMUNITY'S ARTISTIC PROFILE AND REPUTATION AS A CULTURAL HUB IN FLORIDA.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,067,756ExpenseAmt
Revenue$265,516RevenueAmt
DescFOUNDED IN 1965, THE SARASOTA MUSIC FESTIVAL IS ONE OF THE UNITED STATES' PREMIER TEACHING AND PERFORMANCE FESTIVALS FOCUSED ON CHAMBER MUSIC. IT WAS DESIGNATED BY THE FLORIDA STATE LEGISLATURE AS THE "OFFICIAL TEACHING AND PERFORMING FESTIVAL OF THE STATE OF FLORIDA" IN 1984. THROUGH A COMPETITIVE APPLICATION PROCESS, THE FESTIVAL ACCEPTS MORE THAN 60 TALENTED FELLOWS EACH SUMMER, THE MAJORITY OF THEM COLLEGE-AGED, PRE-PROFESSIONAL ARTISTS, TO PARTICIPATE IN THREE WEEKS OF MASTER CLASSES AND COACHING SESSIONS, ALONG WITH PUBLIC ORCHESTRAL AND CHAMBER MUSIC PERFORMANCES. A ROSTER OF MORE THAN 40 INTERNATIONALLY-ACCLAIMED MUSICIANS REPRESENTING THE WORLD'S TOP ORCHESTRAS, CONSERVATORIES, AND COLLEGES COME TO THE FESTIVAL TO MENTOR AND PERFORM ALONGSIDE THE FELLOWS. JEFFREY KAHANE HAS SERVED AS MUSIC DIRECTOR OF THE SARASOTA MUSIC FESTIVAL SINCE 2016. FESTIVAL AUDIENCES ENJOY A WIDE VARIETY OF CONCERT EXPERIENCES AND EVENTS, INCLUDING THURSDAY AFTERNOON ARTIST SHOWCASES FEATURING THE FACULTY ARTISTS; CONCERTS OF CHAMBER AND ORCHESTRAL MUSIC ON FRIDAYS AND SATURDAYS; AND SUNDAY "RISING STARS" RECITALS IN WHICH THE FELLOWS ARE BOTH THE STARS AND CURATORS OF THE PROGRAMS. MANY PATRONS ENJOY THE OPTION OF PURCHASING FESTIVAL PASSES, WHICH ALLOW ACCESS TO THE ARTISTS' MASTER CLASSES AND REHEARSALS. SPECIAL EVENTS AND LECTURES THROUGHOUT THE FESTIVAL OFFER RARE OPPORTUNITIES FOR ALL FESTIVAL PARTICIPANTS, AUDIENCES AND MUSICIANS ALIKE, TO ENGAGE WITH LIVING COMPOSERS AND TOP PERFORMING ARTISTS OF TODAY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$996,504ExpenseAmt
Grant$42,052GrantAmt
Revenue$134,294RevenueAmt
DescFOR 65 YEARS, SARASOTA ORCHESTRA HAS SPONSORED A YOUTH ORCHESTRA PROGRAM THAT CURRENTLY CONSISTS OF EIGHT ORCHESTRAS: FIVE STRING ORCHESTRAS, ONE WIND BAND, AND TWO SYMPHONIC ORCHESTRAS. THE SARASOTA YOUTH ORCHESTRAS MEET ONCE A WEEK FROM SEPTEMBER THROUGH APRIL AND PRESENT SIX CONCERTS THAT ARE FREE TO THE PUBLIC. ALMOST FULLY RECOVERED FROM A DIP IN PARTICIPATION DURING AND FOLLOWING THE PANDEMIC, THE PROGRAM IS NOW FLOURISHING AND BACK TO FULL CAPACITY. 54% OF THE SARASOTA YOUTH ORCHESTRAS' STUDENTS WERE SUPPORTED BY SCHOLARSHIP ASSISTANCE. SARASOTA ORCHESTRA ALSO PRESENTS A SUMMER MUSIC CAMP FOR TWO WEEKS EACH JULY. SARASOTA ORCHESTRA'S SUMMER MUSIC CAMP SUPPORTS "TRUE BEGINNERS," ENABLING ASPIRING MUSICIANS AS YOUNG AS EIGHT YEARS OLD TO LEARN HOW TO PLAY AN INSTRUMENT WITH NO PRIOR EXPERIENCE.TO ENSURE ALL STUDENTS HAVE ACCESS TO MUSIC INSTRUCTION AND EDUCATIONAL PROGRAMS, SARASOTA ORCHESTRA PROVIDES SCHOLARSHIPS FOR PARTICIPATION IN SARASOTA YOUTH ORCHESTRAS AND SUMMER MUSIC CAMP, AS WELL AS PRIVATE LESSON, SUMMER CAMPS, AND COLLEGE SCHOLARSHIPS. STUDENTS ALSO HAVE THE OPPORTUNITY TO BORROW INSTRUMENTS FROM THE ORCHESTRA. OTHER EDUCATION PROGRAMS INCLUDE THE YOUNG PERSON'S CONCERT, WHICH ENGAGES MORE THAN 9,000 FOURTH- AND FIFTH- GRADERS FROM SARASOTA AND MANATEE COUNTY SCHOOLS. THE PROGRAM INCLUDES AN IN-SCHOOL PREPARATION CURRICULUM GUIDE AND CULMINATES IN A CONCERT BY SARASOTA ORCHESTRA HELD AT A PROFESSIONAL CONCERT VENUE. THE CURRICULUM FOR THE YOUNG PERSON'S CONCERT ALIGNS WITH THE FLORIDA AND NATIONAL EDUCATION STANDARDS. OTHER OUTREACH PROGRAMS INCLUDE ORCHESTRA MUSICIANS PERFORMING AND COACHING IN LOCAL SCHOOLS AND OTHER COMMUNITY VENUES. IN A REGULAR SEASON, THE TOTAL NUMBER OF CHILDREN AND FAMILY MEMBERS SERVED BY SARASOTA ORCHESTRA'S EDUCATIONAL PROGRAMMING EXCEEDS 15,000.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$11,497,991TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document118IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee356EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CATHY WILSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9419534252PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1709 NORTH TAMIAMI TRAILAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34236ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
TOM KOSKI
CHAIR2.00Yes (X)Yes (X)$0$0$0
MIKE ESPOSITO
DIRECTOR2.00Yes (X)$0$0$0
ROSE-ANNE FRANO
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
DEBORAH HAMM
DIRECTOR2.00Yes (X)$0$0$0
HENRY KAHWATY
DIRECTOR2.00Yes (X)$0$0$0
PETER KRETZMER
DIRECTOR2.00Yes (X)$0$0$0
RICK LANNAMANN
DIRECTOR2.00Yes (X)$0$0$0
ALISON MADSEN
DIRECTOR2.00Yes (X)$0$0$0
ROBIN SERBIN
DIRECTOR2.00Yes (X)$0$0$0
ANNE FOLSOM SMITH
DIRECTOR2.00Yes (X)$0$0$0
DAVID STEVES
DIRECTOR2.00Yes (X)$0$0$0
KIM WHEELER
DIRECTOR2.00Yes (X)$0$0$0
TOM RYAN
DIRECTOR2.00Yes (X)$0$0$0
JILL LEVINE
SECRETARY2.00Yes (X)Yes (X)$0$0$0
BILLY ROBINSON
TREASURER2.00Yes (X)Yes (X)$0$0$0
RICHARD RIVERA
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
LOIS STULBERG
DIRECTOR2.00Yes (X)$0$0$0
DAVID GREEN
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
JOSEPH MCKENNA
PRESIDENT AND CEO40.00Yes (X)$259,544$0$47,057
CATHY WILSON
CHEIF FINANCIAL OFFICER40.00Yes (X)$165,530$0$27,643
GORDON GREENFIELD
CHIEF MARKETING AND COMMUNICATIONS OFFICER40.00Yes (X)$123,366$0$28,269
FieldValueIRS element (for citing)
Total Reportable Comp From Org$548,440TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$102,969TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
OPUS 3 ARTISTS
348 WEST 57TH STREET STE 282NEW YORKNY10019GUEST CONDUCTORS/ARTISTS$550,889
GARFIELD PUBLICPRIVATE
14911 QUORUM DRIVE STE 380DALLASTX75254PROJECT MANAGEMENT$333,000
AYSMM DIGITAL
1960 BLUE OAKS BLVD STE 190ROSEVILLECA95747DIGITAL MARKETING$106,625
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Fundraising$180,053FundraisingAmt
Related Organizations$1,619,553RelatedOrganizationsAmt
Government Grants$587,052GovernmentGrantsAmt
All Other Contributions$58,512,427AllOtherContributionsAmt
Total Contributions$60,899,085TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SYMPHONY CONCERTS711130$3,315,393$3,315,393
MUSIC FESTIVAL711130$265,516$265,516
CONTRACT REVENUE711130$199,015$199,015
MUSIC EDUCATION711130$134,294$134,294
FieldValueIRS element (for citing)
Total Program Service Revenue$3,914,218TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,327,061TotalRevenueColumnAmt
Exclusion$1,327,061ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$6,996RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$26,268RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$19,272RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$19,272TotalRevenueColumnAmt
Exclusion-$19,272ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$748,380SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$865,685SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$117,305SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$117,305TotalRevenueColumnAmt
Exclusion-$117,305ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$813,348FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$180,053ContriRptFundraisingEventAmt
Fundraising Direct Expenses$428,349FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$384,999TotalRevenueColumnAmt
Exclusion$384,999ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$5,368GrossSalesOfInventoryAmt
Cost Of Goods Sold$10,093CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$4,725TotalRevenueColumnAmt
Exclusion-$4,725ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
OTHER REVENUE711130$134,326$134,326
PROGRAM ROYALTIES513120$1,350$1,350
FieldValueIRS element (for citing)
Other Revenue Total$135,676OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$66,519,737TotalRevenueColumnAmt
Related Or Exempt Func Income$3,914,218RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,350UnrelatedBusinessRevenueAmt
Exclusion$1,705,084ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$42,052TotalAmt
Program Services$42,052ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$709,696TotalAmt
Program Services$365,760ProgramServicesAmt
Management And General$105,342ManagementAndGeneralAmt
Fundraising$238,594FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,567,646TotalAmt
Program Services$6,190,783ProgramServicesAmt
Management And General$471,089ManagementAndGeneralAmt
Fundraising$905,774FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$335,987TotalAmt
Program Services$265,721ProgramServicesAmt
Management And General$25,953ManagementAndGeneralAmt
Fundraising$44,313FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$685,628TotalAmt
Program Services$517,530ProgramServicesAmt
Management And General$59,745ManagementAndGeneralAmt
Fundraising$108,353FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$575,530TotalAmt
Program Services$435,213ProgramServicesAmt
Management And General$59,009ManagementAndGeneralAmt
Fundraising$81,308FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$19,763TotalAmt
Program Services$13,651ProgramServicesAmt
Management And General$449ManagementAndGeneralAmt
Fundraising$5,663FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$51,644TotalAmt
Program Services$35,673ProgramServicesAmt
Management And General$1,173ManagementAndGeneralAmt
Fundraising$14,798FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,064TotalAmt
Management And General$7,064ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$447,051TotalAmt
Program Services$308,798ProgramServicesAmt
Management And General$10,154ManagementAndGeneralAmt
Fundraising$128,099FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$462,928TotalAmt
Program Services$457,786ProgramServicesAmt
Management And General$2,129ManagementAndGeneralAmt
Fundraising$3,013FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$438,334TotalAmt
Program Services$338,962ProgramServicesAmt
Management And General$28,366ManagementAndGeneralAmt
Fundraising$71,006FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$165,402TotalAmt
Program Services$56,320ProgramServicesAmt
Management And General$109,082ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,352,009TotalAmt
Program Services$1,268,341ProgramServicesAmt
Management And General$38,129ManagementAndGeneralAmt
Fundraising$45,539FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$69,320TotalAmt
Program Services$62,111ProgramServicesAmt
Management And General$2,036ManagementAndGeneralAmt
Fundraising$5,173FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$248,354TotalAmt
Program Services$194,006ProgramServicesAmt
Management And General$33,696ManagementAndGeneralAmt
Fundraising$20,652FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$530TotalAmt
Program Services$530ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OTHER PRODUCTION EXPENS$752,189$703,388$541$48,260
FACULTY & STUDENT HOUSI$164,666$164,666
MISCELLANEOUS$94,836$37,325$51,347$6,164
OTHER FUNDRAISING EXPEN$55,169$55,169

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$39,375TotalAmt
Program Services$39,375ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$14,285,173TotalAmt
Program Services$11,497,991ProgramServicesAmt
Management And General$1,005,304ManagementAndGeneralAmt
Fundraising$1,781,878FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,718,759BOYAmt
EOY$5,604,652EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,754,087BOYAmt
EOY$54,978,820EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$300,666BOYAmt
EOY$391,657EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$628,817BOYAmt
EOY$116,968EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$220,684BOYAmt
EOY$181,660EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$23,237,773LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,784,810LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$17,893,747BOYAmt
EOY$18,452,963EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,819,711BOYAmt
EOY$3,349,417EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$443,707BOYAmt
EOY$447,591EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$31,780,178BOYAmt
EOY$83,523,728EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,448,464BOYAmt
EOY$1,049,777EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,891,731BOYAmt
EOY$1,907,106EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,340,195BOYAmt
EOY$2,956,883EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,504,376BOYAmt
EOY$23,869,626EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,935,607BOYAmt
EOY$56,697,219EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$28,439,983BOYAmt
EOY$80,566,845EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,780,178BOYAmt
EOY$83,523,728EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$52,234,564ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$115,204NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$7,502OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,392,751CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,573,781CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,751,042CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,553,677CurrentTaxYearMinus1YearAmt
Current Tax Year$60,899,085CurrentTaxYearAmt
Total$114,170,336TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,392,751CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,573,781CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,751,042CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,553,677CurrentTaxYearMinus1YearAmt
Current Tax Year$60,899,085CurrentTaxYearAmt
Total$114,170,336TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$63,987,756SubstantialContributorsTotAmt
Public Support Total170$50,182,580PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$154,023CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$292,423CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$591,179CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$542,454CurrentTaxYearMinus1YearAmt
Current Tax Year$1,334,057CurrentTaxYearAmt
Total$2,914,136TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$93,594CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,811CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,708CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$125,473CurrentTaxYearMinus1YearAmt
Current Tax Year$135,496CurrentTaxYearAmt
Total$466,082TotalAmt
FieldValueIRS element (for citing)
Total Support$117,550,554TotalSupportAmt
Gross Receipts Rltd Activities$16,065,283GrossReceiptsRltdActivitiesAmt
Public Support CY1700.42690PublicSupportCY170Pct
Public Support PY1700.66010PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,863,561BeginningYearBalanceAmt
Investment Earnings Or Losses$126,282InvestmentEarningsOrLossesAmt
End Year Balance$1,989,843EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,862,728BeginningYearBalanceAmt
Investment Earnings Or Losses$2,981InvestmentEarningsOrLossesAmt
Other Expenditures$2,148OtherExpendituresAmt
End Year Balance$1,863,561EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,927,635BeginningYearBalanceAmt
Investment Earnings Or Losses-$116,646InvestmentEarningsOrLossesAmt
Other Expenditures-$51,739OtherExpendituresAmt
End Year Balance$1,862,728EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,962,690BeginningYearBalanceAmt
Investment Earnings Or Losses$25,432InvestmentEarningsOrLossesAmt
Other Expenditures$60,487OtherExpendituresAmt
End Year Balance$1,927,635EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,876,716BeginningYearBalanceAmt
Investment Earnings Or Losses$85,974InvestmentEarningsOrLossesAmt
End Year Balance$1,962,690EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.90000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.10000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,106,575OtherCostOrOtherBasisAmt
Book Value$14,106,575BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,337,135OtherCostOrOtherBasisAmt
Depreciation$3,801,316DepreciationAmt
Book Value$535,819BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,095,318OtherCostOrOtherBasisAmt
Depreciation$983,494DepreciationAmt
Book Value$111,824BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,698,745OtherCostOrOtherBasisAmt
Book Value$3,698,745BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$18,452,963TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$69,663,855TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$115,204NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$16,797DonatedServicesAndUseFcltsAmt
Other Revenue$4,861,640OtherRevenueAmt
Revenue Not Reported$4,763,233RevenueNotReportedAmt
Revenue Subtotal$64,900,622RevenueSubtotalAmt
Investment Expenses Not Incld$7,064InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,612,051OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,619,115RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$66,519,737TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$14,759,616TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$16,797DonatedServicesUseFcltsAmt
Other Expenses Included$464,710OtherExpensesIncludedAmt
Expenses Not Reported$481,507ExpensesNotReportedAmt
Expenses Subtotal$14,278,109ExpensesSubtotalAmt
Investment Expenses Not Incld2$7,064InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$7,064ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$14,285,173TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:TO SUPPORT THE FLORIDA WEST COAST SYMPHONY.
PART X, LINE 2:THE ORGANIZATION QUALIFIES AS A CHARITABLE ORGANIZATION AS DEFINED BY INTERNAL REVENUE CODE SECTION 501(C)(3) AND, ACCORDINGLY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(A). HOWEVER, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON UNRELATED BUSINESS INCOME. FOR THE YEAR ENDED JULY 31, 2024, THE ORGANIZATION INCURRED NO INCOME TAX EXPENSE. IT IS THE ORGANIZATION'S POLICY TO ACCOUNT FOR ANY UNCERTAINTIES IN INCOME TAX LAW IN ACCORDANCE WITH FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ASC 740-10 CLARIFIES THE ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AND REQUIRES THAT THE ORGANIZATION RECOGNIZE THE IMPACT OF SUCH A TAX POSITION IN ITS FINANCIAL STATEMENTS IF, UPON ULTIMATE SETTLEMENT, THAT POSITION IS MORE-LIKELY-THAN-NOT TO BE SUSTAINED. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS MAINTAINED ITS TAX-EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE COMBINED FINANCIAL STATEMENTS. AS A RESULT, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE COMBINED FINANCIAL STATEMENTS. THE ORGANIZATION FILES A 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX FOR THE ORCHESTRA AND THE TRUST AND A 990-T EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN TO THE U.S. FEDERAL GOVERNMENT AND AN F-1120 FLORIDA CORPORATE INCOME/FRANCHISE TAX RETURN TO THE STATE OF FLORIDA FOR THE ORCHESTRA.
PART XI, LINE 2D - OTHER ADJUSTMENTS:REVENUE FROM RELATED ORGANIZATION INCLUDED ON SEPARATE 990 4,396,930. RENTAL EXPENSES AND COST OF GOOD SOLD NETTED WITH REVENUE ON 990 36,361. SPECIAL EVENT EXPENSES NETTED WITH REVENUE ON 990 428,349.
PART XI, LINE 4B - OTHER ADJUSTMENTS:CONTRIBUTIONS FROM RELATED ORGANIZATIONS 1,619,553. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -7,502.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES AND COST OF GOODS SOLD NETTED WITH REVENUE ON 990 36,361. SPECIAL EVENT EXPENSES NETTED WITH REVENUE ON 990 428,349.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1DINNER SERIESEvent1Nm
Gross Receipts Event1$271,800GrossReceiptsEvent1Amt
Charitable Contri Event1$700CharitableContriEvent1Amt
Gross Revenue Event1$271,100GrossRevenueEvent1Amt
Food And Beverage Event1$96,156FoodAndBeverageEvent1Amt
Entertainment Event1$772EntertainmentEvent1Amt
Other Direct Expenses Event1$5,916OtherDirectExpensesEvent1Amt
Event2GALAEvent2Nm
Gross Receipts Event2$340,138GrossReceiptsEvent2Amt
Charitable Contri Event2$11,540CharitableContriEvent2Amt
Gross Revenue Event2$328,598GrossRevenueEvent2Amt
Food And Beverage Event2$82,829FoodAndBeverageEvent2Amt
Entertainment Event2$400EntertainmentEvent2Amt
Other Direct Expenses Event2$55,424OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$381,463GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$167,813CharitableContriOtherEventsAmt
Gross Revenue Other Events$213,650GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$63,427RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$80,211FoodAndBeverageOtherEventsAmt
Entertainment Other Events$9,825EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$33,389OthDirectExpnssOtherEventsAmt
Gross Receipts Total$993,401GrossReceiptsTotalAmt
Charitable Contributions Tot$180,053CharitableContributionsTotAmt
Gross Revenue Total Events$813,348GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$63,427RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$259,196FoodAndBeverageTotalEventsAmt
Entertainment Total Events$10,997EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$94,729OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$428,349DirectExpenseSummaryEventsAmt
Net Income Summary$384,999NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
COLLEGE MUSIC EDUCATION SCHOLARSHIPS FOR INDIVIDUALS IN YOUTH ORCHESTRA4$8,000
MUSIC CAMP SCHOLARSHIPS FOR INDIVIDUALS IN YOUTH ORCHESTRA3$10,118
PRIVATE MUSIC LESSON SCHOLARSHIPS FOR INDIVIDUALS IN YOUTH ORCHESTRA29$18,634
YOUNG ARTIST AWARDS7$4,300

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOSEPH MCKENNA
PRESIDENT AND CEO$255,944$0$0$0$3,600$0$29,570$0$17,487$0$306,601$0$0$0
CATHY WILSON
CHEIF FINANCIAL OFFICER$165,530$0$0$0$0$0$17,983$0$9,660$0$193,173$0$0$0
GORDON GREENFIELD
CHIEF MARKETING AND COMMUNICATIONS O$123,366$0$0$0$0$0$15,679$0$12,590$0$151,635$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER AND CHIEF EXECUTIVE OFFICER. ADDITIONALLY, A COPY IS PROVIDED TO THE BOARD OF DIRECTORS REQUESTING REVIEW AND QUESTIONS TO BE COMPLETED BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CEACH YEAR ALL BOARD MEMBERS FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE AND CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENT.
FORM 990, PART VI, SECTION B, LINE 15COMPARISON STUDIES ARE MADE FOR EACH POSITION TO SIMILAR POSITIONS IN LIKE NON-PROFIT ORGANIZATIONS. STUDIES ARE REVIEWED YEAR OF HIRE AND EACH YEAR WHEN DETERMINING ANNUAL COMPENSATION CHANGES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION PLACES THE AUDITED FINANCIAL STATEMENT OF ITS MOST RECENTLY COMPLETED FISCAL YEAR ON ITS WEBSITE AND MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 7,502.
FORM 990, PART XII, LINE 2CTHE ORGANIZATION DID NOT CHANGE ITS AUDIT REVIEW PRACTICE DURING THE TAX YEAR; HOWEVER IT WAS SUBJECT TO A SINGLE AUDIT DUE TO EXPENDITURES OF FEDERAL GRANT

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1709 NORTH TAMIAMI TRAILAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34236ZIPCd
FieldValueIRS element (for citing)
EIN326004523EIN
Primary ActivitiesTO HAVE HOLD AND MANAGE AN ENDOWMENT FUND FOR THE BENEFIT OF THE ORCHESTRAPrimaryActivitiesTxt
Legal Domicile StateFLLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12B, IIPublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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