2017-02-15T14:35:40-06:00 2016-06-30 BDO USA LLP 501 Riverside Ave Suite 800 Jacksonville FL 322024939 990 2015-07-01 596002520 Jacksonville Symphony Association Inc % ROBERT MASSEY JACK 9043540792 300 Water Street Suite 200 Jacksonville FL 32202 ROBERT MASSEY President & CEO 9043545479 2017-02-15 true Richard D Brock P00264440 9043964015 2015 2021-01-29 14:40:06Z Robert Massey 300 WATER ST STE 200 JACKSONVILLE FL 32202 16081582 false X www.jaxsymphony.org X 1950 FL SEE SCHEDULE O 37 35 304 1100 81067 4375781 10817167 3113856 2902280 161925 114028 155314 286978 7806876 14120453 930000 0 0 0 5756401 6251931 0 0 996014 3240942 3431090 9927343 9683021 -2120467 4437432 9094230 12454341 4885385 3802303 4208845 8652038 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 7588922 2797882 INDOOR CONCERT SERIES 125225 104398 YOUTH MUSIC PROGRAM 7714147 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 42 0 true 304 true true true false false false false true true false false false false X 37 35 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 Allene Groote GUILD PRESIDENT 0.5 X 0 0 0 Don Baldwin DIRECTOR 0.5 X 0 0 0 Gurmeet Keaveny DIRECTOR 0.5 X 0 0 0 Martin F Connor III IMMEDIATE PAST CHAIR 0.5 X X 0 0 0 Anne Hopkins PhD DIRECTOR 0.5 X 0 0 0 Elizabeth Lovett Colledge SECRETARY 0.5 X X 0 0 0 H W Goodall DIRECTOR 0.5 X 0 0 0 Andrew E Harold Jr DIRECTOR (RESIGNED SEPT, 2015) 0.5 X 0 0 0 Margaret Gomez DIRECTOR 0.5 X 0 0 0 Matthew McAfee CHAIR 0.5 X X 0 0 0 Michael Imbriani BRASS PRESIDENT 0.5 X 0 0 0 Randy Johnson DIRECTOR 0.5 X 0 0 0 Kiki Karpen DIRECTOR 0.5 X 0 0 0 Allison Keller DIRECTOR 0.5 X 0 0 0 Kay Nichols DIRECTOR 0.5 X 0 0 0 Anne L Lufrano DIRECTOR 0.5 X 0 0 0 Brad King DIRECTOR (RESIGNED JULY, 2015) 0.5 X 0 0 0 David Strickland VICE CHAIR 0.5 X X 0 0 0 John Malone DIRECTOR 0.5 X 0 0 0 Ross T Krueger MD DIRECTOR 0.5 X 0 0 0 Randall C Tinnin DMA DIRECTOR 0.5 X 0 0 0 Clay B Tousey Jr DIRECTOR 0.5 X 0 0 0 Terry R West DIRECTOR 0.5 X 0 0 0 R Chris Doerr DIRECTOR 0.5 X 0 0 0 Claudia Minch ORCHESTRA REPRESENTATIVE 0.5 X 0 0 0 Rick Moyer TREASURER 0.5 X X 0 0 0 J F Bryan IV DIRECTOR 0.5 X 0 0 0 Martha Barrett DIRECTOR 0.5 X 0 0 0 Barbara Darby EdD DIRECTOR 0.5 X 0 0 0 Gwendolyn Yates DIRECTOR 0.5 X 0 0 0 Karen Bower DIRECTOR 0.5 X 0 0 0 Tim Cost DIRECTOR 0.5 X 0 0 0 Tyler Dann DIRECTOR 0.5 X 0 0 0 Jack Dickison DIRECTOR 0.5 X 0 0 0 John Surface DIRECTOR 0.5 X 0 0 0 Lowell B Weiner DIRECTOR 0.5 X 0 0 0 Douglas Worth DIRECTOR 0.5 X 0 0 0 Charles S Joseph DIRECTOR 0.5 X 0 0 0 Jorge Pena DIRECTOR 0.5 X 0 0 0 Holly Bryan VP OF FINANCE (ENDED 12/31/15) 39.0 1.0 X 58870 0 5858 Robert Massey PRESIDENT & CEO 40.0 X 152601 0 14094 Nancy Ferdman DIRECTOR OF FINANCE 39.0 1.0 X 58363 0 916 269834 0 20868 1 false true false 0 0 0 21455 995668 455396 9344648 528277 10817167 INDOOR CONCERT SERIES 711130 2797882 2797882 0 0 YOUTH MUSIC PROGRAMS 711130 104398 104398 0 0 2902280 156664 0 0 156664 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1774127 4565 1789962 31366 -15835 -26801 -42636 0 0 -42636 294182 21455 139801 154381 0 175910 0 0 0 0 0 0 0 0 0 0 0 0 PROGRAM ADVERTISING REVENUE 511120 81067 81067 OTHER INCOME 51530 51530 132597 14120453 2902280 81067 341468 0 0 0 0 0 0 0 0 249261 24075 144936 80250 0 0 0 0 4586093 4069762 148757 367574 246631 243433 1667 1531 817994 738620 39051 40323 351952 297868 20545 33539 0 0 0 0 2240 0 2240 0 100275 0 100275 0 0 0 0 0 0 0 0 0 0 0 228166 228166 959215 926913 0 32302 146346 8234 117216 20896 54941 0 54941 0 0 0 0 0 20356 0 20356 0 0 0 0 0 0 0 0 0 15813 0 15813 0 65610 0 65610 0 0 0 0 0 108285 9212 99073 0 57256 57256 GUEST ARTISTS 674874 674874 0 0 CONCERT PRODUCTION COSTS 721156 721156 0 0 DEVELOPMENT & DONOR EXPENSES 191433 0 0 191433 OTHER EXPENSES 85124 85124 0 9683021 7714147 972860 996014 146597 121934 100000 100000 475304 3882891 141728 144511 0 0 0 0 0 0 0 0 142177 143734 1541599 1252612 119620 288987 0 0 7775404 7772284 0 0 0 0 193400 0 9094230 12454341 709564 1018715 0 0 1030616 1578071 0 0 0 0 0 0 0 0 3145205 1205517 0 0 4885385 3802303 X 4048345 4785759 160500 3866279 0 0 4208845 8652038 9094230 12454341 X 4437432 5761 0 0 0 0 X false true X true false X 4290793 3444129 4738070 3509869 9382712 25365573 0 0 0 0 0 0 0 0 0 0 0 0 4290793 3444129 4738070 3509869 9382712 25365573 2860829 22504744 214097 216240 158966 161925 114028 865256 0 0 0 0 0 0 135868 124692 122126 124775 132597 640058 26870887 14974215 0.83751 0.85869 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 7599092 15599 387007 0 378475 4075 7619148 1.00000 0.00000 0.00000 true false 0 0 0 0 0 0 0 0 344953 344953 0 755872 491204 264668 0 440774 416455 24319 288987 CORPORATE BONDS 2898627 F CORPORATE STOCK 3217307 F MERRILL LYNCH MONEY MARKET 0 F REGIONS MONEY MARKET 15493 F WELLS FARGO MONEY MARKET 443585 F BANK OF AMERICA MONEY MARKET 77456 F EVERBANK MONEY MARKET 103404 F SUNTRUST MONEY MARKET 567272 F US TREASURY BONDS 144919 F CD - SUNTRUST 304221 F U.S. TREASURY NOTES 0 F 7772284 0 0 13593472 5761 291759 0 171167 468687 13124785 0 995668 995668 14120453 10145947 291759 0 0 171167 462926 9683021 0 0 0 9683021 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, 2016 AND 2015, 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, 2016, 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 2013. AS OF AND FOR THE YEARS ENDED JUNE 30, 2016 AND 2015, 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 $139,801 EXPENSES RELATED TO MERCHANDISE SALES INCLUDED ON PAGE 9, PART VIII, LINE 7B $31,366 ---------------- TOTAL TO SCHEDULE D, PART XII, LINE 2D $171,167 PART XII, LINE 2D EXPENSES RELATED TO FUNDRAISING EVENTS INCLUDED ON PAGE 9, PART VIII, LINE 8B $139,801 EXPENSES RELATED TO MERCHANDISE SALES INCLUDED ON PAGE 9, PART VIII, LINE 7B $31,366 ---------------- TOTAL TO SCHEDULE D, PART XII, LINE 2D $171,167 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 $995,668 Gala 169308 169308 98203 BRASS 55000 55000 74 11 91329 21455 69874 41524 315637 21455 294182 139801 139801 154381 X false false false false false false false false false Robert Massey PRESIDENT & CEO 152601 167 16033 168801 X 1 500000 FMV X Food and beverages 5 28277 FMV 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