2019-05-15T17:09:33-05:00 2018-06-30 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2017-07-01 591350404 SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOC INC SOUT 2394180996 8290 COLLEGE PKWY 103 FORT MYERS FL 33919 PAM SIMON SECRETARY 2394180996 2019-05-15 true JOHN STROEMER CPA CFST CAM GRI P00102391 2394331002 2019-05-15 40.132.64.65 2019-05-15 17:09:33 CD P DFE5DC0C25149479F1E9FC85FCE2B043CE14605A DAB43DC1D9E727C8BC02D466D66FCC8A6332510A 2017 2019-02-21 02:37:17Z ASSOCIATION INC PAM SIMON 1090 N WATERWAY DRIVE FORT MYERS FL 33919 1640778 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 18 216 248 0 916548 890002 599721 655784 37601 49378 27552 5692 1581422 1600856 0 0 604487 645946 0 47620 1060438 1142167 1664925 1788113 -83503 -187257 858790 3109352 290383 266501 568407 2842851 X WE ASPIRE TO BE THE PREMIER MUSIC ORGANIZATION SERVING OUR COMMUNITIES BY PROVIDING QUALITY, PROFESSIONAL PERFORMANCES AND EDUCATIONAL OPPORTUNITIES. false false 1460535 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. 1460535 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 false false false false false false false false false false false false true 21 0 216 true false false false false false true true 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 true true true false X X THE SOUTHWEST FLORIDA SYMPHONY 2394180996 8290 COLLEGE PKWY 103 FORT MYERS FL 33919 RICHARD DEVLIN TRUSTEE 1.00 X 0 0 0 ROBERT E DIEFENBACH TRUSTEE 1.00 X 0 0 0 CHRISTINE LA CROIX TRUSTEE 1.00 X 0 0 0 DOROTHY MUNSCH TRUSTEE 1.00 X 0 0 0 STEPHEN QUA TRUSTEE 1.00 X 0 0 0 J THOMAS UHLER CHAIRMAN 10.00 X X 0 0 0 STEVE BRETTHOLTZ TREASURER 4.00 X X 0 0 0 JOE BROUGHTON TRUSTEE 1.00 X 0 0 0 JOAN CALDER TRUSTEE 1.00 X 0 0 0 CAROL EDMIER TRUSTEE 1.00 X 0 0 0 MIKE SHEELEY VICE CHAIR 2.00 X X 0 0 0 PAM SIMON SECRETARY 1.00 X X 0 0 0 YVONNE BRESKA TRUSTEE 1.00 X 0 0 0 JEFF CULL TRUSTEE 1.00 X 0 0 0 NOEL DAVIES TRUSTEE 1.00 X 0 0 0 NANCY GARDELLA TRUSTEE 2.00 X 0 0 0 JIM GBUREK TRUSTEE 1.00 X 0 0 0 JEAN PHELAN TRUSTEE 1.00 X 0 0 0 STEVEN GRANT TRUSTEE 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 4.00 X 0 0 0 JASON MARRA TRUSTEE 1.00 X 0 0 0 ANNE WARDLOW TRUSTEE 6.00 X 0 0 0 AMY GINSBURG EXECUTIVE DI 40.00 X 72523 0 0 72523 false false false 48936 47456 793610 9980 890002 CONCERT TICKET SALES 645884 645884 PROGRAM ADVERTISING 9900 9900 655784 19761 19761 29617 29617 29617 29617 39545 48936 39922 -377 10213 HANDLING FEES 5229 5229 MISCELLANEOUS 840 840 6069 1600856 661853 59591 72523 41659 25576 5288 484902 376305 89992 18605 11886 11886 76635 63707 7334 5594 4331 4331 20164 20164 72761 72761 150469 66090 75689 8690 207694 176540 22846 8308 102839 102839 3505 3505 583 583 4394 3867 527 18000 12829 4036 1135 MUSICIAN & GUESTS ARTISTS 493974 493974 MUSIC EXPENSES & FEES 34955 34955 SOCIETY EXPENSES 16994 16994 COACHES & ACCOMPANISTS 11504 11504 1788113 1460535 279958 47620 32196 43990 327625 134830 7755 23658 5532 20297 77096 61243 20246 15853 462136 2867424 3300 3300 858790 3109352 27597 5166 262786 244855 16480 290383 266501 X 166383 2338819 28140 27442 373884 476590 568407 2842851 858790 3109352 -187257 -15067 2483643 -6875 X false true X true false X 1270958 718984 808052 916548 890002 4604544 579229 724589 816065 611095 679505 3410483 8597 42568 10279 11374 72818 1858784 1486141 1634396 1539017 1569507 8087845 748764 115676 121802 450743 1436985 748764 115676 121802 450743 1436985 6650860 29737 33572 6174 17456 19761 106700 29737 33572 6174 17456 19761 106700 15178 9213 24391 1888521 1519713 1640570 1571651 1598481 8218936 0.80920 0.74660 0.01000 0.01000 X 462136 31715 98865 4331 390656 599558 57663 189856 5229 462136 846265 -6923 227903 11881 599558 790881 177705 13043 123281 12083 846265 504694 250000 73559 24982 12390 790881 0.94370 0.05630 true true true 60146 51848 8298 16950 9395 7555 15853 FIDELITY - NA FOUNDATION 2476768 F COMMUNITY FOUNDATION 302404 F ENDOWMENT 2 66252 F SOCIETY 22000 F 2867424 OTHER LIABILITIES 16480 16480 X 1615731 -15067 29942 14875 1600856 1600856 1818055 29942 29942 1788113 1788113 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 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 FINANCIAL ACCOUNTING STANDARDS BOARD HAS ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND THE ORGANIZATION ADOPTED THIS GUIDANCE. THE ORGANIZATION HAS EVALUATED ITS TAX POSISTIONS 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 29,942 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES 29,942 TASTES & SOUNDS 20855 3203 17652 12601 JILLIAN PRESCOT 14853 14853 15641 5 52773 30880 21893 11680 88481 48936 39545 39922 39922 -377 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 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 -6,875