2016-03-07T16:54:16-06:00 2015-06-30 LBA Certified Public AccountantsPA 501 Riverside Ave Suite 800 Jacksonville FL 322024939 990 2014-07-01 596002520 Jacksonville Symphony Association Inc % ROBERT MASSEY JACK 300 Water Street Suite 200 Jacksonville FL 32202 ROBERT MASSEY President & CEO 9043545479 2016-01-19 true Richard D Brock P00264440 9043964015 2014 2016-08-17 19:52:53Z Robert Massey 300 WATER ST STE 200 JACKSONVILLE FL 32202 9380887 false X www.jaxsymphony.org X 1950 FL SEE SCHEDULE O 39 39 318 1025 75681 5649545 4375781 3307653 3113856 158966 161925 164066 155314 9280230 7806876 0 930000 0 0 5605244 5756401 0 0 497913 3468887 3240942 9074131 9927343 206099 -2120467 10645450 9094230 4341963 4885385 6303487 4208845 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 7800620 3002845 INDOOR CONCERT SERIES 132829 111011 YOUTH MUSIC PROGRAM 7933449 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 true false false false false false false false false false false true false false false false true false false false true 65 0 true 318 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 Allene Groote GUILD President 0.5 0.0 X 0 0 0 Don Baldwin Director 0.5 0.0 X 0 0 0 Gurmeet Keaveny Director 0.5 0.0 X 0 0 0 Martin F Connor III Immediate Past Chair 0.5 0.0 X 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 H W Goodall Director 0.5 0.0 X 0 0 0 Andrew E Harold Jr DIRECTOR 0.5 0.0 X 0 0 0 Margaret Gomez DIRECTOR 0.5 0.0 X 0 0 0 Matthew McAfee 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 Kay Nichols Director 0.5 0.0 X 0 0 0 Anne L Lufrano dIRECTOR 0.5 0.0 X 0 0 0 Brad King 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 Mark Spatola MD 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 Julian Kaplan Director/ORchestra Rep 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 Holly Bryan Vice President of Finance 39.0 1.0 X 72069 0 6483 David Pierson president (ended 12/31/14) 40.0 0.0 X 109442 0 403 181511 0 6886 1 false false false 0 6095 622666 539240 3207780 28716 4375781 INDOOR CONCERT SERIES 3002845 3002845 YOUTH MUSIC PROGRAMS 111011 111011 3113856 131281 131281 0 0 0 0 0 1514995 17807 1490877 11281 24118 6526 30644 30644 102392 71853 30539 30539 0 0 PROGRAM ADVERTISING REVENUE 900099 75681 75681 OTHER INCOME 900099 49094 49094 124775 7806876 3113856 75681 241558 930000 930000 0 0 0 265493 128551 136942 0 0 4279284 3261375 794824 223085 227715 227715 0 0 602351 491184 81049 30118 381558 286941 75539 19078 0 0 24250 0 24250 0 0 0 0 0 852878 847012 0 5866 104816 0 90835 13981 0 0 161338 140894 20444 0 0 0 0 24403 0 24403 0 0 35446 9706 25740 0 149475 91139 58336 0 GUEST ARTISTS 628619 628619 0 0 CONCERT PRODUCTION COSTS 861264 861264 0 0 DEVELOPMENT & DONOR EXPENSES 205785 0 0 205785 OTHER EXPENSES 192668 29049 163619 0 9927343 7933449 1495981 497913 281720 146597 93000 100000 553643 475304 119416 141728 0 0 0 0 0 0 0 0 235046 142177 1263948 1144328 73404 119620 0 0 9017231 7775404 0 0 0 0 271990 193400 10645450 9094230 472653 709564 0 0 1186417 1030616 0 0 0 0 0 0 0 0 2682893 3145205 0 0 4341963 4885385 X 5608011 4048345 695476 160500 0 0 6303487 4208845 10645450 9094230 X -2120467 25825 X false true X true false X 4426431 4290793 3444129 4738070 3509869 20409292 0 0 4426431 4290793 3444129 4738070 3509869 20409292 1465833 18943459 259743 214097 216240 158966 161925 1010971 0 133132 135868 124692 122126 124775 640593 22060856 14500420 0.85869 0.84887 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9059468 40000 212828 1531104 5788 7775404 8151526 930000 544346 565120 1284 9059468 7619148 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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, 2015 AND 2014, 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, 2015, 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 2012. AS OF AND FOR THE YEARS ENDED JUNE 30, 2015 AND 2014, 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, LN 8B $71,953 EXPENSES RELATED TO MERCHANDISE SALES INCLUDED ON PAGE 9, PART VIII, LINE 7B $11,281 ---------------- TOTAL TO SCHEDULE D, PART XII, LINE 2D $83,134 PART XII, LINE 2D EXPENSES RELATED TO FUNDRAISING EVENTS INCLUDED ON PAGE 9, PART VIII, LN 8B $71,953 EXPENSES RELATED TO MERCHANDISE SALES INCLUDED ON PAGE 9, PART VIII, LINE 7B $11,281 ---------------- TOTAL TO SCHEDULE D, PART XII, LINE 2D $83,134 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 TO RELATED PARTY $626,666 PART XII, LINE 4B EXPENSES PAID TO RELATED PARTY NOT INCLUDED IN CONSOLIDATED FINANCIALS $930,000 HOLIDAY SHOPS 11575 0 11575 0 FRIENDS GUILD 7525 0 7525 0 3 89387 6095 83292 71853 108487 6095 102392 71853 71853 30539 JACKSONVILLE SYMPHONY FOUNDATION 300 WEST WATER STREET SUITE 200 JACKSONVILLE FL 32202 930000 X Postcards, invitations 1 188 FMV X Food and beverages 2 20216 FMV X Flowers 2 8312 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