2020-07-15T16:26:29-05:00 2019-06-30 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2018-07-01 591350404 SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOC INC SOUT 2394180996 8290 COLLEGE PKWY 103 FORT MYERS FL 33919 AMY GINSBURG EXECUTIVE DIRECTOR 2394180996 2020-05-29 true MARC WHITFIELD CPA P00125986 2394331002 2020-06-08 40.132.64.65 2020-07-15 16:26:29 CD P DAB43DC1D9E727C8BC02D466D66FCC8A6332510A 478C14790165C0987565FE902C013D4DB2F6D370 2018 2020-09-23 17:36:50Z ASSOCIATION INC AMY GINSBURG 8290 COLLEGE PARKWAY 103 FORT MYERS FL 33919 1532564 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. 18 18 221 197 0 890002 886239 655784 584520 49378 17814 5692 12229 1600856 1500802 0 0 645946 630740 0 62485 1142167 1081499 1788113 1712239 -187257 -211437 3109352 2774831 266501 272131 2842851 2502700 X WE ASPIRE TO BE THE PREMIER MUSIC ORGANIZATION SERVING OUR COMMUNITIES BY PROVIDING QUALITY, PROFESSIONAL PERFORMANCES AND EDUCATIONAL OPPORTUNITIES. false false 1350627 584520 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. 1350627 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 16 0 221 true false false false false false true true false false false false false false false false X 18 18 false 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 ROBERT E DIEFENBACH TRUSTEE 1.00 X 0 0 0 DOROTHY MUNSCH TRUSTEE-THRU 1.00 X 0 0 0 STEPHEN QUA TRUSTEE 1.00 X 0 0 0 J THOMAS UHLER CHAIRMAN 1.00 X X 0 0 0 STEVE BRETTHOLTZ TREASURER 1.00 X X 0 0 0 JOE BROUGHTON TRUSTEE 1.00 X 0 0 0 CAROL EDMIER TRUSTEE-THRU 1.00 X 0 0 0 MIKE SHEELEY VICE CHAIR-T 1.00 X X 0 0 0 PAM SIMON SECRETARY-TO 1.00 X X 0 0 0 JEFF CULL V PRESIDENT 1.00 X X 0 0 0 NOEL DAVIES TRUSTEE-THRU 1.00 X 0 0 0 NANCY GARDELLA TRUSTEE 1.00 X 0 0 0 JEAN PHELAN TRUSTEE-THRU 1.00 X 0 0 0 STEVEN GRANT TRUSTEE-THRU 1.00 X 0 0 0 JOVANA BATOVIC TRUSTEE 1.00 X 0 0 0 ALAN EVANS TRUSTEE 1.00 X 0 0 0 TOM KRACMER TRUSTEE 1.00 X 0 0 0 LIZ MARNUL TRUSTEE 1.00 X 0 0 0 ANNE WARDLOW TRUSTEE 1.00 X 0 0 0 ALEXANDRA BREMNER TRUSTEE 1.00 X 0 0 0 REINA SCHLAGER SECRETARY 1.00 X X 0 0 0 ELLIE CLIFFORD TRUSTEE 1.00 X 0 0 0 AMY GINSBURG EXECUTIVE DI 40.00 X 69588 0 8882 69588 8882 false false false 45547 8000 832692 4510 886239 CONCERT TICKET SALES 572520 572520 PROGRAM ADVERTISING 12000 12000 584520 11854 11854 5960 5960 5960 5960 23667 45547 31762 -8095 -1021 MISCELLANEOUS 11245 11245 HANDLING FEES 7057 7057 OTHER INCOME 2022 2022 20324 1500802 610804 10833 69588 36988 24573 8027 461930 341792 90557 29581 14054 14054 85168 72459 6442 6267 3109 3109 18058 18058 46181 46181 171983 73981 89376 8626 29726 16052 12485 1189 187023 158969 20573 7481 98199 98199 11966 11966 4393 3866 527 19936 15197 3425 1314 MUSICIAN & GUESTS ARTISTS 447633 447633 MUSIC EXPENSES & FEES 17789 17789 SOCIETY EXPENSES 15948 15948 COACHES & ACCOMPANISTS 9555 9555 1712239 1350627 299127 62485 43990 42215 134830 36489 23658 12185 20297 13098 77096 65637 15853 11459 2867424 2656085 3300 3300 3109352 2774831 5166 25223 244855 222474 16480 24434 266501 272131 X 2338819 1998668 27442 27442 476590 476590 2842851 2502700 3109352 2774831 X -211437 -8412 -120302 X false true X true false X 718984 808052 916548 890002 886239 4219825 724589 816065 611095 679505 604844 3436098 42568 10279 11374 64221 1486141 1634396 1539017 1569507 1491083 7720144 115676 121802 82786 120544 82448 523256 115676 121802 82786 120544 82448 523256 7196888 33572 6174 17456 19761 11854 88817 33572 6174 17456 19761 11854 88817 15178 9213 24391 1519713 1640570 1571651 1598481 1502937 7833352 0.91870 0.80920 0.01000 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 390656 5731 94437 3109 298842 462136 31715 98865 4331 390656 599558 57663 189856 5229 462136 846265 -6923 227903 11881 599558 790881 177705 13043 123281 12083 846265 0.94270 0.06730 true true false 60146 53384 6762 16950 12253 4697 11459 FIDELITY - NA FOUNDATION 2357243 F COMMUNITY FOUNDATION 212462 F ENDOWMENT 2 66252 F SOCIETY 20128 F 2656085 OTHER LIABILITIES 24434 24434 X 1519640 -8412 27250 18838 1500802 1500802 1739491 27252 27252 1712239 1712239 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 NO PROVISION FOR INCOME TAX EXPENSE HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS SINCE THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS TAXABLE 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. SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING EXPENSES 27,252 ROUNDING -2 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES 27,252 CIRQUE 17675 7801 9874 500 3160 2750 9540 FASHION SHOW & 16664 12555 4109 2399 1710 3 32805 23121 9684 9497 67144 43477 23667 500 5559 2750 20747 29556 -5889 FLORIDA WEEKLY BOARD MEMBER 5652 ADVERTISING false 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 7A ARTICLE XII PROVIDES THAT AT THE ANNUAL MEETING THE MEMBERSHIP SHALL ELECT MEMBERS OF THE BOARD OF TRUSTEES OF THE CORPORATION. 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 SENT TO EACH TRUSTEE. A REPRESENTATIVE OF THE ACCOUNTING FIRM COMPLETING THE FORM ATTENDS A BOARD MEETING AND LEADS THE BOARD IN A REVIEW OF THE DOCUMENT PRIOR TO SUBMISSION. 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 AT WWW.SWFLSO.ORG AND THROUGH AN ELECTRONIC DATABASE KNOWN AS GUIDESTAR. FORM 990, PART XI, LINE 9 CHANGE IN ENDOWMENT VALUE -120,302