SOUTH FLORIDA SYMPHONY ORCHESTRA INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SOUTH FLORIDA SYMPHONY ORCHESTRA INC (EIN 65-0846695)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-06-01
IRS object ID
202221529349301557
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-06-01T16:59:32-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650356804PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBBINS & MORONEY PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1222 SE 10TH STAddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33316ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650846695EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTH FLORIDA SYMPHONY ORCHESTRABusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSOUTBusinessNameControlTxt
Phone9545228445PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 WILTON DRIVE SUITE 12AddressLine1Txt
CityWILTON MANORSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJACQUELINE LORBERPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone9545228445PhoneNum
Signature2022-05-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJACQUELINEPersonFirstNm
Person LastLORBERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J ROBBINSPreparerPersonNm
PTINP01210648PTIN
Phone9544673100PhoneNum
Preparation2022-06-01PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJACQUELINE LORBERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 WILTON DRIVE SUITE 12AddressLine1Txt
CityWILTON MANORSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33305ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,240,367GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SOUTHFLORIDASYMPHONY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionREMAINING TRUE TO ITS MISSION TO DELIGHT, INSPIRE AND EDUCATE THE COMMUNITY, SOUTH FLORIDA SYMPHONY ORCHESTRA (SFSO) PERFORMED MORE THAN 5 VIRTUAL CONCERTS AND EVENTS FOR PATRONS THROUGHOUT THE SOUTH FLORIDA REGION, INCLUDING MONROE, MIAMI-DADE AND BROWARD COUNTIES, SERVING APPROXIMATELY 10,000 MEMBERS OF THE COMMUNITY. THE MASTERWORKS CONCERT SERIES FEATURED WORLD-RENOWNED SOLOISTS, INCLUDING PIANIST SVETLANA SMOLINA, CELLIST ZUILL BAILEY AND OTHERS. AMONG THE ARTISTIC HIGHLIGHTS OF THE SEASON WAS GRAMMY AWARD WINNER, ZUILL BAILEY, CELLO AND HIS PERFORMANCE OF THE SHOSTAKOVICH CELLO CONCERTO NO 1 IN E-FLAT MAJOR'. IN ADDITION, THE TRANSFORMATIVE MUSIC EDUCATION PROGRAM, SYMPHONY IN THE SCHOOLS, EXPOSED MORE THAN 5,000 CULTURALLY UNDERSERVED STUDENTS TO THE MAGIC OF LIVE CLASSICAL MUSIC. THE CHALLENGE OF THE COVID-19 PANDEMIC, IN WHICH THE GOVERNMENT SHUT DOWN ALL LIVE PERFORMANCES, IMPACTED OUR PROGRAMING AND FINANCES.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee112TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$935,123PYContributionsGrantsAmt
CY Contributions Grants$1,118,739CYContributionsGrantsAmt
PY Program Service Revenue$441,613PYProgramServiceRevenueAmt
CY Program Service Revenue$121,628CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$6,794PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,383,530PYTotalRevenueAmt
CY Total Revenue$1,240,367CYTotalRevenueAmt
PY Grants And Similar Paid$12,242PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$342,307PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$508,810CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$65,121CYTotalFundraisingExpenseAmt
PY Other Expenses$1,198,880PYOtherExpensesAmt
CY Other Expenses$672,191CYOtherExpensesAmt
PY Total Expenses$1,553,429PYTotalExpensesAmt
CY Total Expenses$1,181,001CYTotalExpensesAmt
PY Revenues Less Expenses-$169,899PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$59,366CYRevenuesLessExpensesAmt
Total Assets BOY$378,468TotalAssetsBOYAmt
Total Assets EOY$231,625TotalAssetsEOYAmt
Total Liabilities BOY$1,398,465TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,192,256TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$1,019,997NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$960,631NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ORCHESTRA IS DEDICATED TO BRINGING ORCHESTRAL MUSIC OF THE HIGHEST CALIBER TO SOUTH FLORIDA. ITS MISSION IS TO DELIGHT, INSPIRE AND EDUCATE THE COMMUNITIES WE SERVE THROUGH MUSIC.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$960,795ExpenseAmt
Revenue$121,628RevenueAmt
DescDURING FY21, SOUTH FLORIDA SYMPHONY PRESENTED A SERIES OF SIX VIRTUAL (DUE TO GOVERNMENT MANDATED PERFORMANCE HALL CLOSURES) MASTERWORKS CONCERTS -- FEATURING WORLD-CLASS SOLOISTS AND MUSICIANS -- WHICH WERE ATTENDED VIRTUALLY BY MORE THAN 10,000 PATRONS AND STUDENTS IN BROWARD, MIAMI-DADE, AND MONROE COUNTIES. FACILITATING VIRTUAL ENGAGEMENT WITH THE ARTS FOR MORE THAN 5,000 CULTURALLY UNDERSERVED STUDENTS AND THEIR FAMILIES THIS YEAR, THE IMPACTFUL SYMPHONY IN THE SCHOOLS PROGRAM FEATURED TWO THEMES PROVIDED VIRTUALLY: PROKOFIEV'S MUSICAL ADVENTURE, PETER AND THE WOLF, AN INTRODUCTION TO THE ORCHESTRA THROUGH COMPARING ORCHESTRAL INSTRUMENTS WITH THE ENGAGING STORY OF PETER AND HIS ANIMAL FRIENDS. PRESERVING OUR CORAL REEF, WITH COMMISSIONED MUSIC AND COSTUMES, A MULTI-MEDIA JOURNEY THAT EMPOWERS CHILDREN - THROUGH CLASSICAL MUSIC - TO CHANGE PERSONAL BEHAVIORS TO PROTECT THE ENVIRONMENT. FURTHER COMMUNITY ENGAGEMENT ALSO INCLUDES THE OF THE COMMUNITY BEATS PROGRAM, WHICH PROVIDES MEMBERS OF SOUTH FLORIDA'S DIVERSE COMMUNITIES OPPORTUNITIES TO EXPERIENCE THE PERFORMING ARTS IN INTIMATE, UNEXPECTED SPACES. THROUGH A VIRTUAL SERIES OF EVENTS FEATURING MUSIC, FOOD, AND SOCIALIZATION OPPORTUNITIES, PARTICIPANTS WERE PROVIDED FREE ACCESS TO ART, GUEST SOLOISTS AND MUSICIANS IN UNINTIMIDATING AND UNUSUAL LOCATIONS. IN ADDITION, SFSO IS A CULTURAL LEADER AND COMMUNITY ASSET, HAVING A FAR- REACHING ECONOMIC IMPACT. AS THE LARGEST ORCHESTRAL EMPLOYER IN THE REGION, THE ORGANIZATION GENERATES JOBS FOR NEARLY 300 MUSICIANS, PRODUCTION STAFF AND ARTS ADMINISTRATORS DURING THE CURRENT FISCAL YEAR. DESPITE A MORE THAN 50% CUT IN STATE FUNDING FOR THE ARTS, SOUTH FLORIDA SYMPHONY ORCHESTRA CONTINUED TO HAVE AN IMMEASURABLE EFFECT ON THE COMMUNITIES IT SERVES. NOTE, THE PROGRAM IS RETURNING TO LIVE, IN PERSON PERFORMANCES IN FY22.Desc
Total Program Service Expenses$960,795TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document92IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee112EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJACQUELINE LORBERPersonNm
Phone9545228445PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 WILTON DRIVE SUITE 12AddressLine1Txt
CityWILTON MANORSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33305ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JACQUELINE LORBER
PRESIDENT &60.00Yes (X)Yes (X)$90,000$0$8,622
CHARLES LANE
CHAIR10.00Yes (X)Yes (X)$0$0$0
BOBBY HENRY SR
DIRECTOR10.00Yes (X)$0$0$0
PHILLIP MIANI
DIRECTOR10.00Yes (X)$0$0$0
TUNDA OGUNLANA
DIRECTOR10.00Yes (X)$0$0$0
PETER PROWANT
DIRECTOR10.00Yes (X)$0$0$0
PAULA VALAD
DIRECTOR10.00Yes (X)$0$0$0
CHRISTINE YATES
DIRECTOR10.00Yes (X)$0$0$0
SEBRINA ALFONSO
ARTISTIC DIR40.00Yes (X)$90,000$0$3,593
FieldValueIRS element (for citing)
Total Reportable Comp From Org$180,000TotalReportableCompFromOrgAmt
Total Other Compensation$12,215TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$82,774MembershipDuesAmt
Government Grants$602,600GovernmentGrantsAmt
All Other Contributions$433,365AllOtherContributionsAmt
Noncash Contributions$6,260NoncashContributionsAmt
Total Contributions$1,118,739TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIPS711130$72,426$72,426
ADMISSIONS711130$49,202$49,202
FieldValueIRS element (for citing)
Total Program Service Revenue$121,628TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,240,367TotalRevenueColumnAmt
Related Or Exempt Func Income$121,628RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$151,222TotalAmt
Program Services$105,431ProgramServicesAmt
Management And General$22,896ManagementAndGeneralAmt
Fundraising$22,895FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$310,069TotalAmt
Program Services$291,465ProgramServicesAmt
Management And General$12,403ManagementAndGeneralAmt
Fundraising$6,201FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,230TotalAmt
Program Services$8,321ProgramServicesAmt
Management And General$1,954ManagementAndGeneralAmt
Fundraising$1,955FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$35,289TotalAmt
Program Services$24,702ProgramServicesAmt
Management And General$7,058ManagementAndGeneralAmt
Fundraising$3,529FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$750TotalAmt
Management And General$750ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$237,925TotalAmt
Program Services$234,762ProgramServicesAmt
Management And General$1,335ManagementAndGeneralAmt
Fundraising$1,828FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$34,935TotalAmt
Program Services$24,685ProgramServicesAmt
Management And General$2,375ManagementAndGeneralAmt
Fundraising$7,875FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,647TotalAmt
Program Services$12,017ProgramServicesAmt
Management And General$3,097ManagementAndGeneralAmt
Fundraising$5,533FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$77,560TotalAmt
Program Services$56,931ProgramServicesAmt
Management And General$10,315ManagementAndGeneralAmt
Fundraising$10,314FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$60,002TotalAmt
Program Services$50,104ProgramServicesAmt
Management And General$4,949ManagementAndGeneralAmt
Fundraising$4,949FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$32,185TotalAmt
Program Services$32,123ProgramServicesAmt
Management And General$20ManagementAndGeneralAmt
Fundraising$42FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$74,702TotalAmt
Management And General$74,702ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,840TotalAmt
Program Services$4,420ProgramServicesAmt
Management And General$4,420ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,699TotalAmt
Program Services$2,215ProgramServicesAmt
Management And General$2,484ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PRODUCTION COSTS$60,739$60,739
CREDIT CARD FEES$45,778$45,778
BANK CHARGES$12,653$6,326$6,327
MISCELLANEOUS$776$776

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,181,001TotalAmt
Program Services$960,795ProgramServicesAmt
Management And General$155,085ManagementAndGeneralAmt
Fundraising$65,121FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$293,992BOYAmt
EOY$155,989EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$250,059LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$184,148LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$74,751BOYAmt
EOY$65,911EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,725BOYAmt
EOY$9,725EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$378,468BOYAmt
EOY$231,625EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$86,782BOYAmt
EOY$16,442EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$23,500BOYAmt
EOY$57,640EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$175,678BOYAmt
EOY$105,178EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$1,097,412BOYAmt
EOY$1,009,083EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$15,093BOYAmt
EOY$3,913EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,398,465BOYAmt
EOY$1,192,256EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$1,269,997BOYAmt
EOY-$1,626,480EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$250,000BOYAmt
EOY$665,849EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$1,019,997BOYAmt
EOY-$960,631EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$378,468BOYAmt
EOY$231,625EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$59,366ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$937,130CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,209,367CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,350,427CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$935,123CurrentTaxYearMinus1YearAmt
Current Tax Year$1,118,739CurrentTaxYearAmt
Total$5,550,786TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$937,130CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,209,367CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,350,427CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$935,123CurrentTaxYearMinus1YearAmt
Current Tax Year$1,118,739CurrentTaxYearAmt
Total$5,550,786TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,838,505SubstantialContributorsTotAmt
Public Support Total170$3,712,281PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$71CurrentTaxYearMinus3YearsAmt
Total$71TotalAmt
FieldValueIRS element (for citing)
Total Support$5,550,857TotalSupportAmt
Gross Receipts Rltd Activities$2,477,305GrossReceiptsRltdActivitiesAmt
Public Support CY1700.66880PublicSupportCY170Pct
Public Support PY1700.63930PublicSupportPY170Pct
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

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$250,059OtherCostOrOtherBasisAmt
Depreciation$184,148DepreciationAmt
Book Value$65,911BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$65,911TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCREDIT CARDS PAYABLEDesc
Amt$3,913Amt
FieldValueIRS element (for citing)
Total Liability$3,913TotalLiabilityAmt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxtLoan To OrganizationLoanToOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
DUE TO SEBRINA ALFONSO
ARTISTIC DIRECTORYes (X)$81,458$53,325falseYes (true)Yes (true)
JACQUELINE LORBER LOAN
PRESIDENT & CEOYes (X)$21,909$51,853falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$105,178TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4ADURING FY21, SOUTH FLORIDA SYMPHONY PRESENTED A SERIES OF SIX VIRTUAL (DUE TO GOVERNMENT MANDATED PERFORMANCE HALL CLOSURES) MASTERWORKS CONCERTS -- FEATURING WORLD-CLASS SOLOISTS AND MUSICIANS -- WHICH WERE ATTENDED VIRTUALLY BY MORE THAN 10,000 PATRONS AND STUDENTS IN BROWARD, MIAMI-DADE, AND MONROE COUNTIES. FACILITATING VIRTUAL ENGAGEMENT WITH THE ARTS FOR MORE THAN 5,000 CULTURALLY UNDERSERVED STUDENTS AND THEIR FAMILIES THIS YEAR, THE IMPACTFUL SYMPHONY IN THE SCHOOLS PROGRAM FEATURED TWO THEMES PROVIDED VIRTUALLY: PROKOFIEV'S MUSICAL ADVENTURE, PETER AND THE WOLF, AN INTRODUCTION TO THE ORCHESTRA THROUGH COMPARING ORCHESTRAL INSTRUMENTS WITH THE ENGAGING STORY OF PETER AND HIS ANIMAL FRIENDS. PRESERVING OUR CORAL REEF, WITH COMMISSIONED MUSIC AND COSTUMES, A MULTI-MEDIA JOURNEY THAT EMPOWERS CHILDREN - THROUGH CLASSICAL MUSIC - TO CHANGE PERSONAL BEHAVIORS TO PROTECT THE ENVIRONMENT. FURTHER COMMUNITY ENGAGEMENT ALSO INCLUDES THE OF THE COMMUNITY BEATS PROGRAM, WHICH PROVIDES MEMBERS OF SOUTH FLORIDA'S DIVERSE COMMUNITIES OPPORTUNITIES TO EXPERIENCE THE PERFORMING ARTS IN INTIMATE, UNEXPECTED SPACES. THROUGH A VIRTUAL SERIES OF EVENTS FEATURING MUSIC, FOOD, AND SOCIALIZATION OPPORTUNITIES, PARTICIPANTS WERE PROVIDED FREE ACCESS TO ART, GUEST SOLOISTS AND MUSICIANS IN UNINTIMIDATING AND UNUSUAL LOCATIONS. IN ADDITION, SFSO IS A CULTURAL LEADER AND COMMUNITY ASSET, HAVING A FAR- REACHING ECONOMIC IMPACT. AS THE LARGEST ORCHESTRAL EMPLOYER IN THE REGION, THE ORGANIZATION GENERATES JOBS FOR NEARLY 300 MUSICIANS, PRODUCTION STAFF AND ARTS ADMINISTRATORS DURING THE CURRENT FISCAL YEAR. DESPITE A MORE THAN 50% CUT IN STATE FUNDING FOR THE ARTS, SOUTH FLORIDA SYMPHONY ORCHESTRA CONTINUED TO HAVE AN IMMEASURABLE EFFECT ON THE COMMUNITIES IT SERVES. NOTE, THE PROGRAM IS RETURNING TO LIVE, IN PERSON PERFORMANCES IN FY22.
FORM 990, PAGE 6, PART VI, LINE 2JACQUELINE LORBER SEBRINA ALFONSO CEO/PRES. ARTISTIC DIR MARRIED
FORM 990, PAGE 6, PART VI, LINE 11BTHE BOARD OF DIRECTORS MEETS TO REVIEW FORM 990 AND APPROVE THE INFORMATION REFLECTED IN FORM 990 PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12CEMPLOYEES AND THE BOARD OF DIRECTORS HAVE REVIEWED THE CONFLICTS OF INTEREST POLICY. ANY POTENTIAL CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED IF THEY ARISE.
FORM 990, PAGE 6, PART VI, LINE 15AREVIEW BY BOARD OF DIRECTORS
FORM 990, PAGE 6, PART VI, LINE 15BREVIEW BY BOARD OF DIRECTORS
FORM 990, PAGE 6, PART VI, LINE 19AVAILABLE UPON REQUEST
FORM 990, PART IX, LINE 11GMUSICIANS 230,731 0 0 INDEPENDENT CONTRACTORS 4,031 1,335 1,828 TOTAL 234,762 1,335 1,828

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