2022-05-16T13:44:09-05:00 2021-06-30 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2020-07-01 591350404 SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOC INC SOUT 2394180996 8290 COLLEGE PKWY 103 FORT MYERS FL 33919 AMY GINSBURG EXECUTIVE DIRECTOR 2394180996 2022-05-16 true AMY GINSBURG 999009999 MARC WHITFIELD CPA P00125986 2394331002 2022-05-16 2020 2022-09-23 18:48:47Z ASSOCIATION INC AMY GINSBURG 8290 COLLEGE PARKWAY 103 FORT MYERS FL 33919 763843 false X WWW.SWFLSO.ORG X 1961 FL WE ASPIRE TO BE THE PREMIER MUSIC ORGANIZATION SERVING OUR COMMUNITIES BY PROVIDING QUALITY, PROFESSIONAL, PERFORMANCES AND EDUCATIONAL OPPORTUNITIES. 17 17 136 60 0 1030439 735591 471641 19455 2527 -18553 -1020 1483527 756553 0 0 797008 467219 0 1600 815115 276689 1612123 743908 -128596 12645 2550699 2643813 438329 553157 2112370 2090656 X WE ASPIRE TO BE THE PREMIER MUSIC ORGANIZATION SERVING OUR COMMUNITIES BY PROVIDING QUALITY, PROFESSIONAL PERFORMANCES AND EDUCATIONAL OPPORTUNITIES. false false 343463 19455 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. 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," BRINING PROFESSIONAL ORCHESTRAL ENSEMBLES TO ELEMENTARY SCHOOLS THROUGHOUT LEE COUNTY. 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 SKILSS 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, EDUCATION AND OUTREACH INITIATIVES TO EVERY CORNER OF LEE COUNTY 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. 343463 true true false false false false false false false true true true false false true true true false false false false false false false true false false false false false false false false false false true false false false false false false false false false false false true 2 0 true 136 true false false false false false false false false false false false false false false X 17 17 true false false false false true false true true false false true true true true true false true true false X X THE SOUTHWEST FLORIDA SYMPHONY 2394180996 8290 COLLEGE PKWY 103 FORT MYERS FL 33919 AMY GINSBURG EXECUTIVE DI 40.00 X 70320 0 2542 JOVANA BATOVIC TRUSTEE 1.00 X 0 0 0 CHRISTINA BOYHAN TRUSTEE 1.00 X 0 0 0 ALEXANDRA BREMNER TRUSTEE 1.00 X 0 0 0 JOE BROUGHTON V. PRES 1.00 X X 0 0 0 JEFF CULL V PRESIDENT 1.00 X X 0 0 0 ROBERT E DIEFENBACH TRUSTEE 1.00 X 0 0 0 ELLIE FOX TRUSTEE 1.00 X 0 0 0 ANNE KIMBALL TRUSTEE 1.00 X 0 0 0 LIZ MARNUL TRUSTEE 1.00 X 0 0 0 JACK MARTIN TRUSTEE 1.00 X 0 0 0 GARY NIETHAMER TRUSTEE 1.00 X 0 0 0 REINA SCHLAGER SECRETARY 1.00 X X 0 0 0 BOB SHORT TRUSTEE 1.00 X 0 0 0 J THOMAS UHLER CHAIRMAN 1.00 X X 0 0 0 ANNE WARDLOW TRUSTEE 1.00 X 0 0 0 JOHN WRIGHT TREASURER 1.00 X X 0 0 0 70320 2542 false false false 5859 72789 5000 651943 735591 CONCERT TICKET SALES 19455 19455 19455 1235 1235 1292 1292 1292 1292 72789 7290 -7290 -7290 MISCELLANEOUS 6270 6270 6270 756553 27017 -6055 70320 28740 41580 330753 135179 195574 40042 16365 23677 26104 10669 15435 62647 62647 744 744 41172 41172 13073 13073 35500 16367 17533 1600 20549 20549 10926 10926 7920 7920 700 700 231 231 4027 3544 483 19258 19258 CONTRIBUTIONS TO ORCHESTR 33325 33325 SOCIETY EXPENSES 7604 7604 MUSIC EXPENSES & FEES 5669 5669 VENUE LIGHTING, SOUND 3206 3206 10138 10138 743908 343463 398845 1600 276303 368624 7514 13039 3068 2109 77096 74054 7069 3042 2253445 2246695 3300 10304 2550699 2643813 20101 13126 75012 134294 343216 405737 438329 553157 X 1674043 1659521 438327 431135 2112370 2090656 2550699 2643813 X 12645 14688 744 -49791 X false true X true false X 916548 890002 886239 1030439 556091 4279319 611095 679505 604844 471641 25725 2392810 11374 11374 1539017 1569507 1491083 1502080 581816 6683503 195436 126544 213508 78000 73402 686890 195436 126544 213508 78000 73402 686890 5996613 17456 19761 11854 1235 50306 17456 19761 11854 1235 50306 15178 9213 24391 1571651 1598481 1502937 1502080 583051 6758200 0.88730 0.89570 0.01000 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 298842 -182996 115102 744 298842 298842 390656 5731 94437 3109 298842 462136 31715 98865 4331 390656 599558 57663 189856 5229 462136 true true false 60146 57861 2285 16950 16193 757 3042 FIDELITY - NA FOUNDATION 2037279 F COMMUNITY FOUNDATION 207962 F SOCIETY 1454 F 2246695 PPP LOAN 176534 EIDL LOAN 149666 OTHER LIABILITIES 79537 405737 X 819693 14688 48452 63140 756553 756553 791616 48452 48452 743164 744 744 743908 SCHEDULE D, PAGE 2, PART V, LINE 4 TO PROVIDE ORCHESTRA AND CHORUS PERFORMANCES AND EDUCATIONAL PROGRAMS FOR THE SOUTHWEST FLORIDA COMMUNITY. SCHEDULE D, PAGE 3, PART X 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 TAX TAXES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE ORGANIZATION REPORTS NO 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 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 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. OTHER EVENTS 38474 38474 SYMPHONY OF TRE 17165 17165 7290 1 17150 17150 72789 72789 7290 7290 -7290 FLORIDA WEEKLY BOARD MEMBER 1540 ADVERTISING false FORM 990 NON-CASH DONATIONS 48,452.41 ITEMDETAILSDONATION VALUE BELL-TOWER ARTISTIC & OPERATIONS CENTER SPACE4,200 SQUARE FEET OF MULTIPURPOSE SPACE BENEFITTING THE SYMPHONY, SOCIETY AND YOUTH ORCHESTRA PROGRAMS7,000.00 SANIBEL CAPTIVA COMMUNITY BANK ADMIN OFFICE2,400 SQUARE FEET OF ADMINISTRATIVE OFFICE SPACE BENEFITTING THE SYMPHONY 27,500.00 UTILITIES AT SANCAP OFFICEELECTRIC, WATER AND GARBAGE SERVICE COVERED BY SANCAP BANK3,952.41 WATERMAN BROADCASTING TV ADVERTISINGTV ADVERTISING 2020-2021 SEASON 3,000.00 ADS DIGITAL DESIGNSWEBSITE DESIGN7,000.00 FORM 990, PAGE 1, PART I, LINE 6 SOCIETY (VOLUNTEER ORGANIZATION) MEMBERSHIP PLUS YOUTH ORCHESTRA STUDENTS AND PARENT VOLUNTEERS. FORM 990, PAGE 2, PART III, LINE 4A 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. 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," BRINING PROFESSIONAL ORCHESTRAL ENSEMBLES TO ELEMENTARY SCHOOLS THROUGHOUT LEE COUNTY. 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 SKILSS 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, EDUCATION AND OUTREACH INITIATIVES TO EVERY CORNER OF LEE COUNTY 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. FORM 990, PAGE 6, PART VI, LINE 2 JOE BROUGHTON NORA LASTRE-BROUGHTON VP GEN MGR MARRIED FORM 990, PAGE 6, PART VI, LINE 7A ARTICLE XII PROVIDES THAT AT THE ANNUAL MEETING THE MEMBERSHIP SHALL ELECT MEMBERS OF THE BOARD OF TRUSTEES FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS FIRST REVIEWED BY THE FINANCE COMMITTEE AND THEN THE EXECUTIVE BOARD. COPIES OF THE 990 ARE THEN SENT TO EACH TRUSTEE. FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 15A 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, PAGE 6, PART VI, LINE 15B 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, PAGE 6, PART VI, 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 ENDOWMENT VALUE 0