2022-05-16T09:20:55-05:00 2021-06-30 SMITH & HOWARD PC 271 17TH STREET NW SUITE 1600 ATLANTA GA 30363 990 2020-07-01 596002520 Jacksonville Symphony Association Inc % THOMAS FLAHERTY JACK 9043540792 300 Water Street Suite 200 Jacksonville FL 32202 Thomas Flaherty CFO 9043540792 2022-05-16 true Thomas Flaherty 999009999 SABRE J LINAHAN P01372980 4048746244 2022-05-16 2020 2022-09-23 18:48:47Z Jacksonville Symphony Association STEVEN LIBMAN 300 Water Street Suite 200 Jacksonville FL 32202 12547149 false X www.jaxsymphony.org X 1950 FL The mission of the Jacksonville symphony is to enrich the human spirit through symphonic music. 32 31 375 120 0 6276373 10067183 2697326 1516576 117513 120750 432449 286531 9523661 11991040 100000 4800 0 0 7103876 6432906 0 0 463337 3768209 2324927 10972085 8762633 -1448424 3228407 11456662 14561376 6019875 3912970 5436787 10648406 X To present artistically excellent classical and other orchestral performances for the enjoyment, education and enrichment of an ever-increasing diverse audience, while maintaining fiscal integrity. false false 6139800 1446858 Indoor Concert Series - In 2020/2021, Music Director Courtney Lewis and the Jacksonville Symphony experienced a season of triumph and tribulations as one of the only orchestras able to open their symphony hall doors during COVID-19. The Symphony performed nearly 70 concerts for 37,000 patrons who bravely donned masks to sit in physically-distanced seating in FY21, some of the highest statistics across the country. In addition, performances aired on Jacksonville's public radio station WJCT and the organization's streaming program, reaching over 60,000 individuals through these digital channels. See Schedule O for additional information. 233705 4800 69718 Youth Music Program - The Symphony is a crucial leader in the community for music education, serving students in four county school districts. In addition to offering free tickets to children under the age of 18 for selected Florida Blue Classical Series concerts, and other special youth ticket pricing, we offer several programs that foster music education. See Schedule O for additional information. 6373505 true true false false false false false false true true true false false false true false true false false false false false false true false false false false true false false false false false false false false false false false false false true false false false true 8 0 true 375 true false false false false false true true false false false false false false X 32 31 false false false false false false false true true false false true true true true true true true true false X X THOMAS FLAHERTY 9043540792 300 WATER STREET SUITE 200 Jacksonville FL 32202 Courtney Lewis Conductor 40.0 0.0 X 195758 0 5475 Mr Steven Libman President & CEO 40.0 0.0 X X 178064 0 167 Mr Akin Agar Director 1.0 0.0 X 0 0 0 Mr Greg Anderson Director 1.0 0.0 X 0 0 0 Mr Donald A Baldwin Chair 1.0 0.0 X X 0 0 0 Ms Martha E Barrett Director 1.0 0.0 X 0 0 0 Mr Gilchrist B Berg Director 1.0 1.0 X 0 0 0 Mr Farrukh A Bezar Director 1.0 0.0 X 0 0 0 Mr Douglas A Booher Director 1.0 0.0 X 0 0 0 Ms Karen Ann Bower Vice Chair 1.0 1.0 X X 0 0 0 Mr Rafael Caldera Director 1.0 0.0 X 0 0 0 Mr Carl Cannon Director 1.0 0.0 X 0 0 0 Mrs Chung-Hae Casler Director 1.0 0.0 X 0 0 0 Mr Kevin Craig Director 1.0 0.0 X 0 0 0 Dr Barbara Darby EdD Director 1.0 0.0 X 0 0 0 Ms Stacy B Derr Director 1.0 0.0 X 0 0 0 Mr R Chris Doerr Treasurer 1.0 0.0 X X 0 0 0 Mr Thomas M Galvin Jr Director 1.0 0.0 X 0 0 0 Mr Michael R Imbriani Director 1.0 0.0 X 0 0 0 Mr Jim Johnson Director 1.0 0.0 X 0 0 0 Mr Randy Johnson Director 1.0 0.0 X 0 0 0 Mr Charles S Joseph Director 1.0 1.0 X 0 0 0 Ms Dana L Karzan Director 1.0 0.0 X 0 0 0 Mr Trevor Lee Director 1.0 0.0 X 0 0 0 Dr Anne Lufrano PhD Director 1.0 0.0 X 0 0 0 Ms Sheila McLenaghan Director 1.0 0.0 X 0 0 0 Mr Joe T Porter Director 1.0 0.0 X 0 0 0 Ms Sherilyn F Van Orden Director 1.0 0.0 X 0 0 0 Ms Angela Vogt Director 1.0 0.0 X 0 0 0 Ms Brenda Wolchok Director 1.0 0.0 X 0 0 0 Dr Timothy A Woodward MD Director 1.0 0.0 X 0 0 0 Mr Douglas C Worth Director 1.0 0.0 X 0 0 0 Hon Gwendolyn Gwen Yates Secretary 1.0 0.0 X X 0 0 0 373822 0 5642 2 false true false 0 844000 2855008 6368175 11766 10067183 INDOOR CONCERT SALES 711130 1446858 1446858 YOUTH MUSIC PROGRAMS 711130 69718 69718 1516576 36002 36002 0 0 0 0 0 603000 518252 84748 84748 84748 315312 37857 277455 277455 0 0 0 0 0 0 OTHER INCOME 9076 9076 9076 11991040 1516576 407281 0 4800 4800 0 0 202107 155820 32622 13665 0 4831810 3725210 779909 326691 221667 216926 3161 1580 805598 535776 248407 21415 371724 287941 58643 25140 0 0 58664 58664 0 0 0 64126 49887 14239 350075 350069 6 67180 30 49863 17287 186195 28966 124313 32916 0 104150 34113 70037 22244 19821 2423 0 0 115747 115747 0 77350 77350 75357 75357 CONCERT PRODUCTION COSTS 712435 712435 GUEST ARTISTS 312346 312346 DUES & SUBSCRIPTIONS 58989 56126 2863 BANK CHARGES 46468 31676 11434 3358 73601 8535 58026 7040 8762633 6373505 1925791 463337 X 1340963 1651989 0 4328706 1771199 1931110 11628 9646 0 0 0 0 0 0 0 0 255547 80601 1854357 1703031 168733 151326 0 0 7526127 5905513 0 0 0 0 382465 502485 11456662 14561376 822731 683962 0 0 1016263 548127 0 0 0 0 0 0 0 0 4180881 2680881 0 0 6019875 3912970 X 2945588 8803406 2491199 1845000 5436787 10648406 11456662 14561376 X 3228407 1985232 -122040 120020 X false true X true false X 11166202 6221838 5864616 6276373 10067183 39596212 0 0 11166202 6221838 5864616 6276373 10067183 39596212 907491 38688721 152426 152911 133337 94857 36002 569533 147009 0 196840 286537 277455 907841 17796 40898 37490 16413 9076 121673 41195259 14312769 0.93915 0.97490 X PART II, SECTION A, LINE 1 Payroll Protection Program - In April 2020, the Symphony obtained a Small Business Administration ("SBA") loan under the Paycheck Protection Program ("PPP") totaling $1,468,560. In April 2021, the Symphony obtained a second loan under the PPP totaling $1,328,292. The Symphony treated the loans as a conditional grant under ASU 2018-08 as the grant has barriers. The Symphony interpreted the grant to have conditional requirements surrounding the full-time equivalent requirement. The Symphony has met all the requirements of the grant and recognized the grant income of $1,328,292 as of June 30, 2021 and $1,468,560 as of June 30, 2020. The Symphony was notified of full forgiveness during 2021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6806127 602110 2105982 9514219 7958892 -643817 508948 6806127 7297523 100000 561369 7958892 7706153 173983 582613 7297523 12409529 -4703376 7706153 1.00000 false false 0 344953 344953 0 1065403 914077 151326 0 444001 444001 151326 CORPORATE STOCKS 5689857 F CORPORATE BONDS 215656 F 5905513 0 0 X PART V, LINE 4 THE ENDOWMENT FUND REPRESENTS FUNDS THAT ARE EITHER DESIGNATED FOR A PARTICULAR USE BY THE BOARD OF DIRECTORS OR ARE SUBJECT TO RESTRICTIONS BY THE DONOR OR GRANTOR. INCOME FROM ENDOWMENT INVESTMENTS MAY BE USED FOR SUPPORT OF ASSOCATION OPERATIONS. Part X, Line 2 The Association is a not-for-profit organizations as described in Section 501(c)(3) of the Internal Revenue Code and is exempt from federal and state income taxes on related income pursuant to Section 501(a) of the Internal Revenue Code and Chapter 220.13 of the Florida Statutes, respectively. The Symphony evaluates its tax positions for any uncertainties based on the technical merits of the positions taken. The Symphony recognizes the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be upheld on examination by taxing authorities. The Symphony has analyzed the tax positions taken and has concluded that as of June 30, 2021 and 2020, there were no uncertain tax positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the consolidating financial statements. Management is required to analyze all open tax years, as defined by the statute of limitations, for all major jurisdictions, including federal and certain state taxing authorities. With few exceptions, at June 30, 2021, the Symphony is no longer subject to U.S. federal, state or local income tax examinations by taxing authorities for years before 2018. As of and for the years ended June 30, 2021 and 2020, the Symphony did not have a liability for any unrecognized taxes. The Symphony has no examinations in progress and is not aware of any tax positions for which it is reasonably possible that the total amounts of unrecognized tax liabilities will significantly change in the next twelve months. FL GALA 315312 315312 37857 0 315312 315312 37857 37857 277455 X false true X false false false false false false false false false Mr Steven Libman President & CEO 178064 0 0 0 0 0 167 0 370 0 178601 0 0 0 Courtney Lewis Conductor 195758 0 0 0 0 0 0 0 5845 0 201603 0 0 0 SCHEDULE J PART I, LINE 2 The Association pays membership fees for an officer to conduct various business matters. This has been approved by the board of directors. directors. PART III, LINE 4A INDOOR CONCERT SERIES - Continued Founded in 1949, the Jacksonville Symphony is one of Northeast Florida's most important cultural institutions and its performance home, Robert E. Jacoby Symphony Hall. offers an intimate and acoustically superior concert experience. Each non-COVID season, the Symphony reaches some 135,000 individuals through almost 100 performances in Jacoby Symphony Hall and communities throughout Florida. Over the years, the Jacksonville Symphony has hosted some of the most renowned artists of the music world including: Isaac Stern, Benny Goodman, Duke Ellington, Marilyn Horne, Luciano Pavarotti, Itzhak Perlman, Kathleen Battle, Mstislav Rostopovich, Audra McDonald, Joshua Bell, Lang Lang, Branford Marsalis and Rene Fleming. In 2018, the orchestra was selected as one of four orchestras from across the country to participate in the 2020 SHIFT: A Festival of American Orchestras in Washington, D.C. PART III, Line 4B Youth Music Program - Continued In an effort to provide music education programs to Northeast Florida students during the pandemic, the Symphony created virtual education programming that was provided for free to teachers throughout the region. More than 77,000 Northeast Florida students viewed a full orchestra Youth Concert performance as well as ensemble performances online in their classrooms during the school year. The Jacksonville Symphony Youth Orchestras (JSYO) serves more than 200 talented young musicians from all over Northeast Florida annually. The six levels of ensembles enable the JSYO to provide all young musicians with weekly individualized, ability-specific instruction and five opportunities to perform on the Jacoby Symphony Hall stage during the school year. In June 2018, the Jacksonville Symphony Youth Orchestras embarked on its first national tour as one of only three student orchestras invited to perform in the Los Angeles International Music Festival at Walt Disney Concert Hall. PART VI, SECTION B, LINE 11A After the president/ceo and the cfo review the form 990, it is then reviewed by the chair of the finance committee and the chair of the board, on behalf of the finance committee. The form is then shared with the full board of directors prior to filing. After filing, the form 990 is placed on the organization's website. PART VI, SECTION B, LINE 12A During the annual audit, there is a process to review the enforcement of and compliance with the organization's conflict of interest policy, and any issues are then disclosed to management and the board of directors via a "Management Letter" from the auditors. Staff sign an acknowledgement form upon distribution of the team guide. There is a board of director's conflict of interest policy which mandates documentation of any issues. PART VI, SECTION B, LINE 15A Compensation for the organization's president and Music director is approved by the board chair. PART VI, SECTION B, LINE 15B Salaries for the president/ceo and music director are approved by the board of directors, and salaries are monitored as a part of the budgeting process. PART VI, SECTION B, LINE 19 Jacksonville Symphony Association, Inc's governing documents, conflict of interest policy, and financial statements are available for public inspection upon request at their office at 300 West Water St, Jacksonville, Fl. Part XI, Line 9 Change in value of beneficial trust. JACKSONVILLE SYMPHONY FOUNDATION 300 West Water Street Suite 200 Jacksonville FL 32202 205180812 FINANCE ASST FL 501C3 7 NA false false false true false false false false false false false false false false true true false false false false Jacksonville symphony foundation C 844000 ACTUAL