2018-02-14T14:03:29-05:00 2017-06-30 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2016-07-01 591350404 SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOC INC SOUT 2394180996 8290 COLLEGE PKWY 103 FORT MYERS FL 33919 AMY GINSBURG EXECUTIVE DIRECTOR 2394180996 2018-02-03 true JOHN STROEMER CPA CFST CAM GRI P00102391 2394331002 2018-02-14 9A0431A891A9C5EE566DE68D476E9B438A2EDF11 3787DC3C771A4C58EECACC080449B829F6EA5A40 2016 2021-01-29 14:40:06Z ASSOCIATION INC AMY GINSBURG 8290 COLLEGE PARKWAY 103 FORT MYERS FL 33919 1618268 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 18 213 235 0 808052 916548 735898 599721 1322 37601 32083 27552 1577355 1581422 0 0 588342 604487 0 47445 1170764 1060438 1759106 1664925 -181751 -83503 965464 858790 331083 290383 634381 568407 X WE ASPIRE TO BE THE PREMIER MUSIC ORGANIZATION SERVING OUR COMMUNITIES BY PROVIDING QUALITY, PROFESSIONAL PERFORMANCES AND EDUCATIONAL OPPORTUNITIES. false false 1373853 599721 THE SOUTHWEST FLORIDA SYMPHONY ASPIRES TO BE THE PREMIER MUSIC ORGANIZATION SERVING OUR COMMUNITY BY PROVIDING QUALITY PROFESSIONAL PERFORMANCES AND EDUCATIONAL OPPORTUNITIES. THE SOUTHWEST FLORIDA SYMPHONY EMPLOYS AN INTERNATIONALLY ACCLAIMED CONDUCTOR, MORE THAN 65 WORLD-CLASS MUSICIANS AND BRINGS EXEMPLARY GUEST ARTISTS TO LEE COUNTY IN ORDER TO PROVIDE LEE COUNTY AND ITS VISITORS WITH THE HIGHEST CALIBER OF SYMPHONIC PERFORMANCES POSSIBLE. A PROFESSIONAL SYMPHONY ORCHESTRA IS THE CORNERSTONE OF ARTS AND CULTURE IN ANY COMMUNITY. THROUGH ITS STRONG PRESENCE AND RICH HISTORY IN SOUTHWEST FLORIDA, THE SOUTHWEST FLORIDA SYMPHONY SIGNIFICANTLY ENHANCES THE QUALITY OF LIFE IN ITS COMMUNITY. IT ALSO PROVIDES EDUCATIONAL OPPORTUNITIES FOR CHILDREN AS YOUNG AS PRE- SCHOOL AGE THROUGH COLLEGE AND INTO ADULTHOOD THROUGH ITS MULTITUDE OF EDUCATIONAL PROGRAMS. MAJORS FOR MINORS IS A FREE FAMILY CONCERT SERIES, HELD AT COMMUNITY CENTERS, LIBRARIES AND AFTER SCHOOL CARE CENTERS. IT IS DESIGNED TO ENGAGE EVEN THE YOUNGEST AUDIENCE MEMBERS THROUGH ENCOURAGING CHILDREN'S ACTIVE PARTICIPATION IN PERFORMANCES. ENSEMBLES IN SCHOOLS BRING PROFESSIONAL ENSEMBLES TO ELEMENTARY SCHOOLS ALONG WITH CURRICULUM ENHANCING MATERIALS, IN ORDER TO PROVIDE ARTS EDUCATION WHERE IT HAS OTHERWISE BEEN REDUCED OR ELIMINATED. ENSEMBLES IN SCHOOLS IS SPECIFICALLY DESIGNED TO TIE INTO MORE TRADITIONAL EDUCATIONAL DISCIPLINES SO THAT IT IS MORE RELEVANT AND HAS A MORE PERMANENT IMPACT ON THE STUDENTS IT REACHES. THE SYMPHONY'S YOUTH ORCHESTRA PROGRAMS PROVIDES INSTRUMENTAL INSTRUCTION TO 110 STUDENTS RANGING FROM 6TH THROUGH 12TH GRADE, WITH INSTRUCTION PROVIDED BY THE SYMPHONY'S PROFESSIONAL MUSICIANS. OTHER LIFE-LONG 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 FOR A FULL SYMPHONY PERFORMANCE, CONDUCTOR AND GUEST ARTIST LED PRE-CONCERT LECTURES, FREE TICKETS FOR DISADVANTAGED YOUTH, 5 STUDENT RUSH TICKETS, THE DISCOVERY CLUB PROGRAM, WHICH PROVIDES STUDENTS IN K-12 WITH 5 TICKETS FOR STUDENT MEMBERS AND TWO GUESTS, PLUS SOCIAL ACTIVITIES TO KEEP CHILDREN ENGAGED WITH THE SYMPHONY AND MASTER CLASSES OFFERED AT LOCAL COLLEGES, LED BY VISITING GUEST ARTISTS. ADDITIONALLY, WE ENDEAVOR TO REACH UNDERSERVED COMMUNITIES. BY BRINGING SYMPHONIC PERFORMANCES TO EVERY CORNER OF LEE COUNTY, THE SYMPHONY DOES EVERYTHING 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. THE SOUTHWEST FLORIDA SYMPHONY, ITS BOARD OF TRUSTEES AND STAFF FEEL VERY STRONGLY THAT THE HIGHEST CALIBER OF LIVE SYMPHONIC PERFORMANCE SHOULD BE ACCESSIBLE TO ALL. 1373853 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 false false false false false false false false false false false false false false false false false false true 12 0 213 true false false false false false true true 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 DONALD KING TREASURER 4.00 X X 0 0 0 CHRISTINE LA CROIX TRUSTEE 2.00 X 0 0 0 GERI MCARDLE 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 CLAUDIA VOLK TRUSTEE 1.00 X 0 0 0 STEVE BRETTHOLTZ TRUSTEE 1.00 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 STEPHEN HOOPER TRUSTEE 1.00 X 0 0 0 ROZ LESSER TRUSTEE 1.00 X 0 0 0 MIKE SHEELEY VICE CHAIR 1.00 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 1.00 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 AMY GINSBURG EXECUTIVE DI 40.00 X 67846 0 0 67846 false false false 39822 91663 785063 5730 916548 CONCERT TICKET SALES 580632 580632 PROGRAM ADVERTISING 19089 19089 599721 19976 19976 20049 2424 20049 -2424 17625 17625 49577 39822 34422 15155 15155 1023 1023 1023 HANDLING FEES 6266 6266 MISCELLANEOUS 5108 5108 11374 1581422 611095 53779 67846 48429 15134 4283 438108 312728 97725 27655 98533 87045 8954 2534 5229 5229 13319 13319 36515 36515 89054 46918 37610 4526 194678 165476 21415 7787 96708 96708 6730 6730 3212 2827 385 30950 22666 7624 660 MUSICIAN & GUESTS ARTISTS 511005 511005 MUSIC EXPENSES & FEES 27437 27437 BANK CHARGES 19779 19779 SOCIETY EXPENSES 16453 16453 9369 9369 1664925 1373853 243627 47445 50425 32196 237850 327625 38310 7755 6166 5532 77096 56850 14284 20246 599558 462136 18871 3300 965464 858790 20978 27597 295420 262786 14685 331083 290383 X 139309 166383 41384 28140 453688 373884 634381 568407 965464 858790 -83503 17529 X false true X true false X 624609 1270958 718984 808052 916548 4339151 491580 579229 724589 816065 611095 3222558 11008 8597 42568 10279 11374 83826 1127197 1858784 1486141 1634396 1539017 7645535 71820 748764 115676 121802 450743 1508805 340643 340643 412463 748764 115676 121802 450743 1849448 5796087 15434 29737 33572 6174 17456 102373 15434 29737 33572 6174 17456 102373 15178 15178 1142631 1888521 1519713 1640570 1571651 7763086 0.74660 0.75670 0.01000 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 599558 57663 189856 5229 462136 846265 -6923 227903 11881 599558 790881 177705 13043 123281 12083 846265 504694 250000 73559 24982 12390 790881 629179 51460 175945 504694 0.13010 0.80900 0.06090 true true true 60146 50312 9834 16950 6538 10412 20246 COMMUNITY FOUNDATION 373884 F ENDOWMENT 2 66252 F SOCIETY 22000 F 462136 X 1611694 17529 17972 35501 1576193 5229 5229 1581422 1677668 17972 17972 1659696 5229 5229 1664925 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 17,972 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES 17,972 HAVANA 20995 4625 16370 700 3478 1250 5770 OTHER EVENTS 19830 19830 11566 5 48574 15367 33207 2490 9168 89399 39822 49577 700 5968 1250 26504 34422 15155 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 IT ALSO PROVIDES EDUCATIONAL OPPORTUNITIES FOR CHILDREN AS YOUNG AS PRE- SCHOOL AGE THROUGH COLLEGE AND INTO ADULTHOOD THROUGH ITS MULTITUDE OF EDUCATIONAL PROGRAMS. MAJORS FOR MINORS IS A FREE FAMILY CONCERT SERIES, HELD AT COMMUNITY CENTERS, LIBRARIES AND AFTER SCHOOL CARE CENTERS. IT IS DESIGNED TO ENGAGE EVEN THE YOUNGEST AUDIENCE MEMBERS THROUGH ENCOURAGING CHILDREN'S ACTIVE PARTICIPATION IN PERFORMANCES. ENSEMBLES IN SCHOOLS BRING PROFESSIONAL ENSEMBLES TO ELEMENTARY SCHOOLS ALONG WITH CURRICULUM ENHANCING MATERIALS, IN ORDER TO PROVIDE ARTS EDUCATION WHERE IT HAS OTHERWISE BEEN REDUCED OR ELIMINATED. ENSEMBLES IN SCHOOLS IS SPECIFICALLY DESIGNED TO TIE INTO MORE TRADITIONAL EDUCATIONAL DISCIPLINES SO THAT IT IS MORE RELEVANT AND HAS A MORE PERMANENT IMPACT ON THE STUDENTS IT REACHES. THE SYMPHONY'S YOUTH ORCHESTRA PROGRAMS PROVIDES INSTRUMENTAL INSTRUCTION TO 110 STUDENTS RANGING FROM 6TH THROUGH 12TH GRADE, WITH INSTRUCTION PROVIDED BY THE SYMPHONY'S PROFESSIONAL MUSICIANS. OTHER LIFE-LONG 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 FOR A FULL SYMPHONY PERFORMANCE, CONDUCTOR AND GUEST ARTIST LED PRE-CONCERT LECTURES, FREE TICKETS FOR DISADVANTAGED YOUTH, 5 STUDENT RUSH TICKETS, THE DISCOVERY CLUB PROGRAM, WHICH PROVIDES STUDENTS IN K-12 WITH 5 TICKETS FOR STUDENT MEMBERS AND TWO GUESTS, PLUS SOCIAL ACTIVITIES TO KEEP CHILDREN ENGAGED WITH THE SYMPHONY AND MASTER CLASSES OFFERED AT LOCAL COLLEGES, LED BY VISITING GUEST ARTISTS. ADDITIONALLY, WE ENDEAVOR TO REACH UNDERSERVED COMMUNITIES. BY BRINGING SYMPHONIC PERFORMANCES TO EVERY CORNER OF LEE COUNTY, THE SYMPHONY DOES EVERYTHING 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. THE SOUTHWEST FLORIDA SYMPHONY, ITS BOARD OF TRUSTEES AND STAFF FEEL VERY STRONGLY THAT THE HIGHEST CALIBER OF LIVE SYMPHONIC PERFORMANCE SHOULD BE ACCESSIBLE TO ALL. 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 FUNDRAISING EXPENSES 17,972 FUNDRAISING EXPENSES -17,972