2018-05-14T14:55:32-05:00 2017-06-30 BDO USA LLP 501 Riverside Ave Suite 800 Jacksonville FL 322024939 990 2016-07-01 596002520 Jacksonville Symphony Association Inc % ROBERT MASSEY JACK 9043540792 300 Water Street Suite 200 Jacksonville FL 32202 ROBERT MASSEY President & CEO 9043545479 2018-05-15 true Richard D Brock P00264440 9043964015 2016 2022-09-23 18:48:47Z Robert Massey 300 WATER ST STE 200 JACKSONVILLE FL 32202 16047430 false X www.jaxsymphony.org X 1950 FL SEE SCHEDULE O 39 39 361 352 73693 10817167 11166202 2902280 3096867 114028 190115 286978 238498 14120453 14691682 0 2023167 0 0 6251931 7331879 0 0 1629490 3431090 4039908 9683021 13394954 4437432 1296728 12454341 15725334 3802303 5282672 8652038 10442662 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 10381289 2957640 INDOOR CONCERT SERIES 128667 139227 YOUTH MUSIC PROGRAM 10509956 true true false false false false false false false true true true false false false true true false false false false false false false true false false false false true false false false false false false false false true false false false false true false false false true 57 0 true 361 true true true false false false false true true false false false false X 39 39 false false false false false false false true true false false false true false true true true true true false FL X ROBERT MASSEY 9043545479 300 WATER ST STE 200 JACKSONVILLE FL 32202 Don Baldwin DIRECTOR 0.5 0.0 X 0 0 0 Gurmeet Keaveny DIRECTOR 0.5 0.0 X 0 0 0 Anne Hopkins PhD DIRECTOR 0.5 0.0 X 0 0 0 Elizabeth Lovett Colledge SECRETARY 0.5 0.0 X X 0 0 0 Margaret Gomez Chair 0.5 0.0 X X 0 0 0 Matthew McAfee Immediate Past CHAIR 0.5 0.0 X X 0 0 0 Michael Imbriani BRASS PRESIDENT 0.5 0.0 X 0 0 0 Randy Johnson DIRECTOR 0.5 0.0 X 0 0 0 Kiki Karpen DIRECTOR 0.5 0.0 X 0 0 0 Allison Keller DIRECTOR 0.5 0.0 X 0 0 0 Anne L Lufrano DIRECTOR 0.5 0.0 X 0 0 0 David Strickland VICE CHAIR 0.5 0.0 X X 0 0 0 John Malone DIRECTOR 0.5 0.0 X 0 0 0 Ross T Krueger MD DIRECTOR 0.5 0.0 X 0 0 0 Randall C Tinnin DMA DIRECTOR 0.5 0.0 X 0 0 0 Clay B Tousey Jr DIRECTOR 0.5 0.0 X 0 0 0 Terry R West DIRECTOR 0.5 0.0 X 0 0 0 R Chris Doerr DIRECTOR 0.5 0.0 X 0 0 0 Claudia Minch ORCHESTRA REPRESENTATIVE 0.5 0.0 X 0 0 0 Rick Moyer TREASURER 0.5 0.0 X X 0 0 0 J F Bryan IV DIRECTOR 0.5 0.0 X 0 0 0 Martha Barrett DIRECTOR 0.5 0.0 X 0 0 0 Barbara Darby EdD DIRECTOR 0.5 0.0 X 0 0 0 Gwendolyn Yates DIRECTOR 0.5 0.0 X 0 0 0 Karen Bower DIRECTOR 0.5 0.0 X 0 0 0 Tim Cost DIRECTOR 0.5 0.0 X 0 0 0 Tyler Dann DIRECTOR 0.5 0.0 X 0 0 0 Jack Dickison DIRECTOR 0.5 0.0 X 0 0 0 John Surface DIRECTOR 0.5 0.0 X 0 0 0 Lowell B Weiner DIRECTOR 0.5 0.0 X 0 0 0 Douglas Worth DIRECTOR 0.5 0.0 X 0 0 0 Charles S Joseph DIRECTOR 0.5 0.0 X 0 0 0 Gilchrist Berg Director 0.5 0.0 X 0 0 0 Derek Hawkes Director 0.5 0.0 X 0 0 0 Wesley Jennison Director 0.5 0.0 X 0 0 0 Susan Jones Director 0.5 0.0 X 0 0 0 Elizabeth McAlhany Director 0.5 0.0 X 0 0 0 W Ross Singletary II Director 0.5 0.0 X 0 0 0 Robert Massey PRESIDENT & CEO 40.0 0.0 X 157229 0 22289 William Murray CFO (ENDED 06/16/17) 40.0 0.0 X 53983 0 24320 Debra Forsberg CFO 40.0 0.0 X 0 0 0 JoLynne Jensen V.P. Chief Development Officer 40.0 0.0 X 0 0 0 Nancy Ferdman CFO (Ended 4/12/16) 0.0 0.0 X 17503 0 2375 Courtney Lewis Music Director 40.0 0.0 X 174566 0 0 403281 0 48984 2 false true false 0 1122730 451213 9592259 17500 11166202 INDOOR CONCERT SERIES 711130 2957640 2957640 YOUTH MUSIC PROGRAMS 711130 139227 139227 3096867 152426 152426 0 0 0 0 0 1208571 10706 1173877 7711 34694 2995 37689 37689 321169 174160 147009 0 0 0 0 0 0 PROGRAM ADVERTISING REVENUE 511120 73693 73693 OTHER INCOME 17796 17796 91489 14691682 3096867 73693 207911 2023167 2023167 0 0 0 284425 28442 164967 91016 0 5439086 4298406 171524 969156 226389 222468 1960 1961 879339 678867 128602 71870 502640 386792 26952 88896 0 2100 2100 44491 44491 0 0 0 159926 159926 1089014 1046233 42781 304429 17061 283572 3796 52228 52228 0 20904 20904 0 0 38378 38378 56004 56004 0 130017 9177 120840 53600 53600 GUEST ARTISTS 1071559 1071559 CONCERT PRODUCTION COSTS 727595 727595 DEVELOPMENT & DONOR EXPENSES 200088 200088 BAD DEBT EXPENSES 89386 89386 189 189 13394954 10509956 1255508 1629490 121934 133614 100000 100000 3882891 6728006 144511 50246 0 0 0 0 0 0 0 0 143734 68862 1601082 1382629 288987 218453 0 0 7772284 8426153 0 0 0 0 0 0 12454341 15725334 1018715 1555382 0 0 1578071 1407485 0 0 0 0 0 0 0 0 1205517 2319805 0 0 3802303 5282672 X 4785759 2814656 3866279 7628006 0 0 8652038 10442662 12454341 15725334 X 1296728 493896 X false true X true false X 3444129 4738070 3509869 9382712 11166202 32240982 0 0 0 0 0 0 0 0 0 0 3444129 4738070 3509869 9382712 11166202 32240982 0 32240982 216240 158966 161925 114028 189815 840974 0 0 0 0 0 124692 122126 124775 132597 91489 595679 33677635 12087012 0.95734 0.83751 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7772284 754450 581 8526153 7775404 0 181531 0 184276 375 7772284 9059468 40000 212828 0 1531104 5788 7775404 8151526 930000 544346 0 565120 1284 9059468 7619148 0 933955 0 391760 9817 8151526 1.00000 true false 344953 344953 0 812128 603703 208425 444001 433973 10028 218453 CORPORATE BONDS 2812681 F CORPORATE STOCK 3732490 F REGIONS MONEY MARKET 0 F WELLS FARGO MONEY MARKET 162149 F BANK OF AMERICA MONEY MARKET 0 F EVERBANK MONEY MARKET 233554 F SUNTRUST MONEY MARKET 1275190 F US TREASURY BONDS 132931 F CD - SUNTRUST 0 F MERRILL EDGE BBIF MONEY FUND 77158 F 8426153 0 0 X 14649470 493896 404751 181871 1080518 13568952 1122730 1122730 14691682 11958409 404751 181871 586622 11371787 2023167 2023167 13394954 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 ASSOCIATION OPERATIONS. PART X, LINE 2 THE ASSOCIATION IS A NOT-FOR-PROFIT CORPORATION 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 POSITION TAKEN IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE. THE SYMPHONY RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE 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, 2017 AND 2016, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE 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. AT JUNE 30, 2017, THE SYMPHONY IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2014. AS OF AND FOR THE YEARS ENDED JUNE 30, 2017 AND 2016, THE SYMPHONY DID NOT HAVE A LIABLITY FOR 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. PART XI, LIND 2D EXPENSES RELATED TO FUNDRAISING EVENTS INCLUDED ON PAGE 9, PART VIII, LINE 8B $174,160 EXPENSES RELATED TO MERCHANDISE SALES INCLUDED ON PAGE 9, PART VIII, LINE 7B $7,711 ---------------- TOTAL TO SCHEDULE D, PART XII, LINE 2D $181,871 PART XII, LINE 2D EXPENSES RELATED TO FUNDRAISING EVENTS INCLUDED ON PAGE 9, PART VIII, LINE 8B $174,160 EXPENSES RELATED TO MERCHANDISE SALES INCLUDED ON PAGE 9, PART VIII, LINE 7B $7,711 ---------------- TOTAL TO SCHEDULE D, PART XII, LINE 2D $181,871 PART V, LINE 3A ENDOWMENT FUNDS NOT IN THE POSSESSION OF THE ORGANIZATION ARE HELD BY THE JACKSONVILLE COMMUNITY FOUNDATION. THE ORGANIZATION WILL RECEIVE AN ANNUAL TRANSFER OF INCOME FROM THE FUND. PART XI, LINE 4B REVENUE TRANSFERRED FROM RELATED PARTY ON PAGE 9, PART VIII, LINE 1D $1,122,730 PART XII, LINE 4B TRANSFER OF NET ASSETS BY THE BOARD $2,023,167 GALA 125463 125463 90995 NUTCRACKER 22650 22650 6 173056 173056 83165 321169 321169 174160 174160 147009 X false false false false false false false false false Robert Massey PRESIDENT & CEO 157229 583 21706 179518 Courtney Lewis Music Director 174566 174566 X Food and beverages 0 15000 FMV X Scholarship 0 2500 0 false false false FORM 990, PART I, LINE I 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. FORM 990, PART VI, SECTION B, LINE 11 WHEN FORM 990 IS FINALIZED THE FORM IS SUBMITTED FOR REVIEW TO THE DIRECTOR OF FINANCE, AND IT IS PROVIDED TO THE BOARD OF DIRECTORS AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C Compliance with the conflict of interest policy is monitored in accordance with the organization's code of ethics. Prior to board or any commitee action involving a conflict of interest, a board member or any committee member having a conflict of interest who is in attendance at a meeting shall disclose all facts material to the conflict of interest. Such disclosure shall be reflected in the minutes of the meeting. A board, executive committee, or other committee member who plans not to attend a meeting at which he or she has reason to believe that the board, executive commitee, or other committee will act on a matter in which the person has a conflict of interest shall disclose to the chair of the meeting all facts material to the conflict of interest. The chair shall report disclosure at the meeting and the disclosure shall be reflected in the minutes of the meeting. A person with conflict of interest shall not participate in or be permitted to hear the board, executive committee, or committee's discussions of the matter except to disclose material facts and to respond to the questions. In addition, the person who has a conflict of interest with respect to a contract or transaction that will be voted on at a meeting shall not be counted in determining the presence of a quorum for purposes of the vote, nor shall he or she be present in the meeting room when the vote is taken unless the vote is by secret ballot. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ORGANIZATION'S PRESIDENT IS APPROVED BY THE BOARD CHAIR. SALARIES FOR DIRECTOR OF FINANCE AND KEY EMPLOYEES ARE APPROVED BY THE BOARD OF DIRECTORS. TOTAL SALARIES ARE MONITORED AS A PART OF THE BUDGETING PROCESS AND APPROVAL BY THE FINANCE COMMITTEE AND FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, 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 STREET, JACKSONVILLE, FL. Form 990, Part XII, LINE 2C THERE HAVE BEEN NO CHANGES SINCE THE PRIOR YEAR. FIRST COAST NUTCRACKER BALLET iNC 300 W water street suite 200 jacksonville FL 32202 592984218 Cultural FL 501(C)(3) LINE 7 NA false JACKSONVILLE SYMPHONY FOUNDATION 300 W water street suite 200 jacksonville FL 32202 205180812 FINL ASSIST FL 501(C)(3) LINE 11 NA false false false false false false false false false false false false false true true false false true true