SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION I: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION I (EIN 59-1350404)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-06
- IRS object ID
- 201530099349301163
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-06T14:48:04-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320394930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STROEMER & COMPANY | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14030 METROPOLIS AVE STE 200 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33912 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591350404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST FLORIDA SYMPHONY | BusinessNameLine1 |
| Business Name Line2 | ORCHESTRA AND CHORUS ASSOC INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 2394180996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8290 COLLEGE PKWY | AddressLine1 |
| Address Line2 | ROOM/SUITE 103 | AddressLine2 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33919 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN HUDSON | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2394180996 | PhoneNum |
| Signature | 2014-11-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN STROEMER CPA CFST CAM GRI | PreparerPersonNm |
| PTIN | P00102391 | PTIN |
| Phone | 2394331002 | PhoneNum |
| Preparation | 2014-12-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,851,058 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SWFLSO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Activity Or Mission | WE ASPIRE TO BE THE PREMIER MUSIC ORGANIZATION SERVING OUR COMMUNITIES BY PROVIDING QUALITY, PROFESSIONAL PERFORMANCES AND EDUCATIONAL OPPORTUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 201 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $624,609 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,270,958 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $425,398 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $497,872 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$2,951 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,608 | CYInvestmentIncomeAmt |
| PY Other Revenue | $77,190 | PYOtherRevenueAmt |
| CY Other Revenue | $30,539 | CYOtherRevenueAmt |
| PY Total Revenue | $1,124,246 | PYTotalRevenueAmt |
| CY Total Revenue | $1,829,977 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $410,269 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $439,249 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $85,777 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $752,666 | PYOtherExpensesAmt |
| CY Other Expenses | $776,487 | CYOtherExpensesAmt |
| PY Total Expenses | $1,162,935 | PYTotalExpensesAmt |
| CY Total Expenses | $1,215,736 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$38,689 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $614,241 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $881,797 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,428,536 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $424,639 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $329,427 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $457,158 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,099,109 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE ASPIRE TO BE THE PREMIER MUSIC ORGANIZATION SERVING OUR COMMUNITIES BY PROVIDING QUALITY, PROFESSIONAL PERFORMANCES AND EDUCATIONAL OPPORTUNITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $939,648 | ExpenseAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $939,648 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Employee | 201 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOUTHWEST FLORIDA SYMPHONY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2394180996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8290 COLLEGE PKWY 103 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33919 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RICHARD DEVLIN | ||||||
| VICE PRESIDE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT E DIEFENBACH | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN GRANT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN H HUDSON | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| MARY JACOBS | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD KING | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISTINE LA CROIX | ||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GERI MCARDLE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOROTHY MUNSCH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD MYRICK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK STROM | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| PATTY SULLIVAN | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL S ROBINSON | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA ROSS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN QUA | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| J THOMAS UHLER | ||||||
| PRESIDENT | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACQUELINE VAN DUIJN | ||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| CLAUDIA VOLK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $84,752 | FundraisingAmt |
| Government Grants | $34,086 | GovernmentGrantsAmt |
| All Other Contributions | $1,152,120 | AllOtherContributionsAmt |
| Total Contributions | $1,270,958 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CONCERT TICKET SALES | $487,497 | $487,497 |
| PROGRAM ADVERTISING | $10,375 | $10,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $497,872 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,737 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,737 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $871 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $871 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $871 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $871 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $38,332 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $84,752 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $21,081 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,251 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| OTHER REVENUE | $8,597 | $8,597 |
| OTHER EVENTS | $4,691 | $4,691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,288 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,829,977 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $541,768 | RelatedOrExemptFuncIncomeAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,985 | TotalAmt |
| Program Services | $239,180 | ProgramServicesAmt |
| Management And General | $74,967 | ManagementAndGeneralAmt |
| Fundraising | $42,838 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,057 | TotalAmt |
| Program Services | $23,840 | ProgramServicesAmt |
| Management And General | $6,130 | ManagementAndGeneralAmt |
| Fundraising | $4,087 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,207 | TotalAmt |
| Program Services | $33,745 | ProgramServicesAmt |
| Management And General | $8,677 | ManagementAndGeneralAmt |
| Fundraising | $5,785 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,710 | TotalAmt |
| Management And General | $14,710 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,859 | TotalAmt |
| Program Services | $34,859 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,794 | TotalAmt |
| Program Services | $52,461 | ProgramServicesAmt |
| Management And General | $41,677 | ManagementAndGeneralAmt |
| Fundraising | $6,656 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,489 | TotalAmt |
| Program Services | $104,965 | ProgramServicesAmt |
| Management And General | $13,584 | ManagementAndGeneralAmt |
| Fundraising | $4,940 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,720 | TotalAmt |
| Program Services | $42,720 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,584 | TotalAmt |
| Program Services | $8,584 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,204 | TotalAmt |
| Management And General | $3,204 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,237 | TotalAmt |
| Program Services | $4,417 | ProgramServicesAmt |
| Management And General | $628 | ManagementAndGeneralAmt |
| Fundraising | $192 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,512 | TotalAmt |
| Management And General | $6,512 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MUSICIANS & GUEST ARTISTS | $369,883 | $369,883 | ||
| FUNDRAISING | $23,477 | $3,477 | $20,000 | |
| BANK CHARGES | $15,466 | $15,466 | ||
| MUSIC EXPENSES & FEES | $13,834 | $13,834 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,718 | TotalAmt |
| Program Services | $11,160 | ProgramServicesAmt |
| Management And General | $1,279 | ManagementAndGeneralAmt |
| Fundraising | $1,279 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,215,736 | TotalAmt |
| Program Services | $939,648 | ProgramServicesAmt |
| Management And General | $190,311 | ManagementAndGeneralAmt |
| Fundraising | $85,777 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,388 | BOYAmt |
| EOY | $51,244 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,531 | BOYAmt |
| EOY | $349,896 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,050 | BOYAmt |
| EOY | $173,960 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,216 | BOYAmt |
| EOY | $11,950 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $110,279 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $87,091 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,917 | BOYAmt |
| EOY | $23,188 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $504,695 | BOYAmt |
| EOY | $790,881 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $27,417 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $881,797 | BOYAmt |
| EOY | $1,428,536 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,167 | BOYAmt |
| EOY | $32,219 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,578 | BOYAmt |
| EOY | $271,473 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,700 | BOYAmt |
| EOY | $2,500 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,075 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,119 | BOYAmt |
| EOY | $23,235 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,639 | BOYAmt |
| EOY | $329,427 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$51,355 | BOYAmt |
| EOY | $554,219 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,818 | BOYAmt |
| EOY | $4,010 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $504,695 | BOYAmt |
| EOY | $540,880 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,158 | BOYAmt |
| EOY | $1,099,109 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $881,797 | BOYAmt |
| EOY | $1,428,536 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $614,241 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $27,710 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $520,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,067,786 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $539,970 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $624,609 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,270,958 | CurrentTaxYearAmt |
| Total | $4,023,753 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $771,537 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $866,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $632,617 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $491,580 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $579,229 | CurrentTaxYearAmt |
| Total | $3,341,156 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,950 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,356 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,502 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,008 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,597 | CurrentTaxYearAmt |
| Total | $83,413 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,323,917 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,949,335 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,189,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,127,197 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,858,784 | CurrentTaxYearAmt |
| Total | $7,448,322 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $37,399 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $115,831 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,825 | CurrentTaxYearAmt |
| Total | $329,875 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $410,323 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $515,327 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $185,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $340,643 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $644,236 | CurrentTaxYearAmt |
| Total | $2,096,157 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $410,323 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $552,726 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $301,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $412,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $749,061 | CurrentTaxYearAmt |
| Total | $2,426,032 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $5,022,290 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,434 | CurrentTaxYearMinus1YearAmt |
| Total | $57,630 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,434 | CurrentTaxYearMinus1YearAmt |
| Total | $57,630 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,338,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,963,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,203,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,142,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,858,784 | CurrentTaxYearAmt |
| Total | $7,505,952 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.66910 | PublicSupportCY509Pct |
| Public Support PY509 | 0.66670 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $504,694 | BeginningYearBalanceAmt |
| Contributions | $250,000 | ContributionsAmt |
| Investment Earnings Or Losses | $73,559 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $24,982 | OtherExpendituresAmt |
| Administrative Expenses | $12,390 | AdministrativeExpensesAmt |
| End Year Balance | $790,881 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $629,179 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $51,460 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $175,945 | OtherExpendituresAmt |
| End Year Balance | $504,694 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $667,109 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$12,966 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $24,964 | OtherExpendituresAmt |
| End Year Balance | $629,179 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $594,014 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $99,712 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,617 | OtherExpendituresAmt |
| End Year Balance | $667,109 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $534,812 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $84,415 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,213 | OtherExpendituresAmt |
| End Year Balance | $594,014 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $100,279 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,091 | DepreciationAmt |
| Book Value | $13,188 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,000 | OtherCostOrOtherBasisAmt |
| Book Value | $10,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,188 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMUNITY FOUNDATION | $540,881 | F |
| ENDOWMENT 2 | $250,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $790,881 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANPEL CGA PAYABLE | Desc |
| Amt | $23,235 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $23,235 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,878,768 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $27,710 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $21,081 | OtherRevenueAmt |
| Revenue Not Reported | $48,791 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,829,977 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,829,977 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,236,817 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $21,081 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $21,081 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,215,736 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,215,736 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | TO PROVIDE ORCHESTRA AND CHORUS PERFORMANCES AND EDUCATION PROGRAMS FOR THE SOUTHWEST FLORIDA COMMUNITY. |
| SCHEDULE D, PAGE 3, PART X | THE ASSOCIATION IS A NON-PROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE ASSOCIATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNTELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE ASSOCIATION REPORTS NO UNRELATED BUSINESS TAXABLE INCOME; HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED INCOME TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE ASSOCIATION HAS IMPLEMENTED ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, INCOME TAXES, AS IT RELATES TO UNCERTAIN TAX POSITIONS AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. CURRENTLY, THE PAST THREE TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, THE ASSOCIATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE ASSOCIATION BEEN CONTACTED BY ANY TAX JURISDICTION. THE ASSOCIATION'S SIGNIFICANT TAX POSITIONS RELATE TO ITS NOT-FOR-PROFIT STATUS AND TO THE TAXABLE INCOME UNRELATED BUSINESS ACTIVITIES. BASED ON AN EVALUATION OF THE ASSOCIATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEARS ENDED JUNE 30, 2014 AND 2013. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | 21,081 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | 21,081 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | RECEPTIONS & CO | NameOfEvent1Amt |
| Gross Receipts Event1 | $24,858 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $19,213 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,645 | GrossRevenueEvent1Amt |
| Name Of Event2 | SYMPHONY OF TRE | NameOfEvent2Amt |
| Gross Receipts Event2 | $20,439 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $20,439 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $5,756 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 8 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $77,787 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $65,539 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $12,248 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $3,328 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $11,997 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $123,084 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $84,752 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $38,332 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $3,328 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,753 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $21,081 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $17,251 | NetIncomeSummaryAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERI MCARDLE | PersonNm |
| Loan Purpose | CASH FLOW | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $2,500 | OriginalPrincipalAmt |
| Balance Due | $2,500 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $2,500 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | 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. |
| 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 | 21,081 -21,081 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SW FL SYMPHONY ENDOWMENT FD INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8290 COLLEGE PKWY 103 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33919 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800030849 | EIN |
| Primary Activities | ENDOW MGMT | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 11C | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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