2016-03-16T09:23:00-05:00 2015-06-30 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2014-07-01 591350404 SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOC INC SOUT 2394180996 8290 COLLEGE PKWY 103 FORT MYERS FL 33919 AMY PADILLA OFFICER 2394180996 2016-02-16 true JOHN STROEMER CPA CFST CAM GRI P00102391 2394331002 2016-02-16 2014 2016-08-17 19:52:53Z ASSOCIATION INC 1448573 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 18 228 310 0 1270958 718984 497872 570078 30608 28572 30539 73533 1829977 1391167 0 0 439249 579190 0 89335 776487 984768 1215736 1563958 614241 -172791 1428536 1257809 329427 364012 1099109 893797 X WE ASPIRE TO BE THE PREMIER MUSIC ORGANIZATION SERVING OUR COMMUNITIES BY PROVIDING QUALITY, PROFESSIONAL PERFORMANCES AND EDUCATIONAL OPPORTUNITIES. false false 1205186 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. 1205186 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 true false false false true 7 0 228 true false false false false false true true false false false false false false X 18 18 false false false false true true false true true false false true true true true true true true true false 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 STEVEN GRANT TRUSTEE 1.00 X 0 0 0 MARY JACOBS TRUSTEE 1.00 X 0 0 0 DONALD KING TREASURER 4.00 X X 0 0 0 CHRISTINE LA CROIX SECRETARY 1.00 X X 0 0 0 GERI MCARDLE TRUSTEE 1.00 X 0 0 0 DOROTHY MUNSCH TRUSTEE 1.00 X 0 0 0 RONALD MYRICK TRUSTEE 1.00 X 0 0 0 MARK STROM TRUSTEE 1.00 X 0 0 0 PATTY SULLIVAN TRUSTEE 1.00 X 0 0 0 CAROL S ROBINSON TRUSTEE 1.00 X 0 0 0 REBECCA ROSS TRUSTEE 1.00 X 0 0 0 STEPHEN QUA TRUSTEE 4.00 X 0 0 0 J THOMAS UHLER PRESIDENT 10.00 X X 0 0 0 JACQUELINE VAN DUIJN TRUSTEE 1.00 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 SUSIE ELLIS TRUSTEE 1.00 X 0 0 0 STEPHEN HOOPER TRUSTEE 1.00 X 0 0 0 ROZ LESSER VICE PRESIDE 1.00 X X 0 0 0 MIKE SHEELEY TRUSTEE 1.00 X 0 0 0 PAM SIMON TRUSTEE 1.00 X 0 0 0 LIZ MARNUL TRUSTEE 1.00 X 0 0 0 TOM KRACMER TRUSTEE 1.00 X 0 0 0 AMY GINSBURG PADILLA EXECUTIVE DI 40.00 X 24057 0 0 24057 false false false 67717 651267 718984 CONCERT TICKET SALES 557628 557628 PROGRAM ADVERTISING 12450 12450 570078 33572 33572 5000 10000 -5000 -5000 -5000 78371 67717 47406 30965 MISCELLANEOUS 35039 35039 HANDLING FEES 7529 7529 42568 1391167 641218 24057 16118 5052 2887 50694 33965 10646 6083 408375 273612 85758 49005 96064 67245 17292 11527 37027 37027 31773 31773 87415 44788 35909 6718 182776 155360 20105 7311 70413 70413 3391 2792 407 192 33135 17050 13162 2923 MUSICIANS & GUEST ARTISTS 453499 453499 COACHES & ACCOMPANISTS 26891 21513 2689 2689 BANK CHARGES 20730 20730 FUNDRAISING 20660 20660 17058 17058 1563958 1205186 269437 89335 51244 44165 349896 259441 173960 60694 11950 10761 103346 90483 23188 12863 790881 846266 27417 23619 1428536 1257809 32219 26108 271473 318470 2500 23235 19434 329427 364012 X 554219 348907 4010 4010 540880 540880 1099109 893797 1428536 1257809 -172791 -32521 X false true X true false X 1067786 539970 624609 1270958 718984 4222307 866193 632617 491580 579229 724589 3294208 15356 16502 11008 8597 42568 94031 1949335 1189089 1127197 1858784 1486141 7610546 37399 115831 71820 104825 115676 445551 515327 185628 340643 643939 1685537 552726 301459 412463 748764 115676 2131088 5479458 13676 14340 15434 29737 33572 106759 13676 14340 15434 29737 33572 106759 1963011 1203429 1142631 1888521 1519713 7717305 0.71000 0.66910 0.01000 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 790881 177705 13043 123281 12083 846265 504694 250000 73559 24982 12390 790881 629179 51460 175945 504694 667109 -12966 24964 629179 594014 99712 26617 667109 0.39200 0.60800 true true true 103346 90483 12863 12863 COMMUNITY FOUNDATION 514841 F ENDOWMENT 2 313720 F SOCIETY 17705 F 846266 MANPEL CGA PAYABLE 19434 19434 X 1406051 -32521 47405 14884 1391167 1391167 1611363 47405 47405 1563958 1563958 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 INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS A NOT-FOR-PROFIT FLORIDA CORPORATION AND THEREFORE IS NOT SUBJECT TO STATE INCOME TAX TAXES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE ORGANIZATION REPORTS NO UNRELATED BUSINESS TAXABLE INCOME, HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. 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 POSITIONS 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 47,405 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES 47,405 DESIGNER SHOWCA 55398 52458 2940 6313 650 7557 YOUTH ORCHESTRA 28971 28971 6000 6 57724 15259 42465 5765 20721 142093 67717 74376 12078 650 34278 47006 27370 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 6 ANY PERSON OR ENTITY WHICH MAKES A FINANCIAL CONTRIBUTION TO THE SOUTHWEST FLORIDA SYMPHONY IS CONSIDERED A MEMBER IN ACCORDANCE WITH ARTICLE VI OF THE BY-LAWS 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 47,405 FUNDRAISING EXPENSES -47,405 SW FL SYMPHONY ENDOWMENT FD INC 8290 COLLEGE PKWY 103 FORT MYERS FL 33919 800030849 ENDOW MGMT FL 501C3 11C N/A false false false false false false false false false false false false false false false false false false false false