JACKSONVILLE SYMPHONY ASSOCIATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JACKSONVILLE SYMPHONY ASSOCIATION (EIN 59-6002520)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-12-01
- IRS object ID
- 201413359349300306
- Schema version
- 2013v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-01T09:06:36-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LBA Certified Public AccountantsPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Riverside Ave Suite 800 | AddressLine1 |
| City | Jacksonville | City |
| State | FL | State |
| ZIP Code | 322024939 | 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 | 596002520 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jacksonville Symphony Association Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HOLLY BRYAN | InCareOfNm |
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 9043545479 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 West Water Street | AddressLine1 |
| Address Line2 | Suite 200 | AddressLine2 |
| City | Jacksonville | City |
| State | FL | State |
| ZIP Code | 32202 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY BRYAN | PersonNm |
| Person Title | VP of Finance | PersonTitleTxt |
| Phone | 9043545479 | PhoneNum |
| Signature | 2014-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Harry M Parsons Jr | PreparerPersonNm |
| PTIN | P00285870 | PTIN |
| Phone | 9043545479 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID L PIERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W WATER ST STE 200 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,268,182 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.jaxsymphony.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 306 | TotalEmployeeCnt |
| Total Volunteers | 435 | TotalVolunteersCnt |
| Total Gross UBI | $77,410 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,454,772 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,649,545 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,760,713 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,307,653 | CYProgramServiceRevenueAmt |
| PY Investment Income | $216,240 | PYInvestmentIncomeAmt |
| CY Investment Income | $158,966 | CYInvestmentIncomeAmt |
| PY Other Revenue | $212,720 | PYOtherRevenueAmt |
| CY Other Revenue | $164,066 | CYOtherRevenueAmt |
| PY Total Revenue | $6,644,445 | PYTotalRevenueAmt |
| CY Total Revenue | $9,280,230 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,578,506 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,605,244 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $389,524 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,538,170 | PYOtherExpensesAmt |
| CY Other Expenses | $3,468,887 | CYOtherExpensesAmt |
| PY Total Expenses | $8,116,676 | PYTotalExpensesAmt |
| CY Total Expenses | $9,074,131 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,472,231 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $206,099 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,602,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,645,450 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,893,942 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,341,963 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,708,659 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,303,487 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,286,387 | ExpenseAmt |
| Revenue | $3,194,602 | RevenueAmt |
| Desc | INDOOR CONCERT SERIES | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $124,936 | ExpenseAmt |
| Revenue | $113,051 | RevenueAmt |
| Desc | YOUTH MUSIC PROGRAM | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,411,323 | 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 | false | 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 | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | 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 | Yes (true) | 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 | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 306 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | 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 | false | MembersOrStockholdersInd |
| Election Of Board Members | false | 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 | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | 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 |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY BRYAN | PersonNm |
| Phone | 9043545479 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W WATER ST STE 200 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32202 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Allene Groote | ||||||||
| GUILD President | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Don Baldwin | ||||||||
| Director | 0.5 | Yes (X) | $0 | |||||
| Gurmeet Keaveny | ||||||||
| Director | 0.5 | Yes (X) | $0 | |||||
| Richard H Pierpont | ||||||||
| Immediate Past Chair | 0.5 | Yes (X) | $0 | Yes (X) | ||||
| Anne Hopkins PhD | ||||||||
| DIRECTOR | 0.5 | Yes (X) | $0 | |||||
| Elizabeth Lovett Colledge | ||||||||
| DIRECTOR | 0.5 | Yes (X) | $0 | |||||
| H W Goodall | ||||||||
| Director | 0.5 | Yes (X) | $0 | |||||
| Andrew E Harold Jr | ||||||||
| DIRECTOR | 0.5 | Yes (X) | $0 | |||||
| Lynn Alligood | ||||||||
| DIRECTOR | 0.5 | Yes (X) | $0 | |||||
| Margaret Gomez | ||||||||
| DIRECTOR | 0.5 | Yes (X) | $0 | |||||
| Martin F Connor III | ||||||||
| Chair | 0.5 | Yes (X) | $0 | Yes (X) | ||||
| Michael Imbriani | ||||||||
| Brass President | 0.5 | Yes (X) | $0 | |||||
| Randy Johnson | ||||||||
| DIRECTOR | 0.5 | Yes (X) | $0 | |||||
| Kiki Karpen | ||||||||
| DIRECTOR | 0.5 | Yes (X) | $0 | |||||
| Allison Keller | ||||||||
| DIRECTOR | 0.5 | Yes (X) | $0 | |||||
| Kay Nichols | ||||||||
| Director | 0.5 | Yes (X) | $0 | |||||
| Anne L Lufrano | ||||||||
| dIRECTOR | 0.5 | Yes (X) | $0 | |||||
| Brad King | ||||||||
| dIRECTOR | 0.5 | Yes (X) | $0 | |||||
| Mary Ellen Smith | ||||||||
| dIRECTOR | 0.5 | Yes (X) | $0 | |||||
| Matthew S McAfee | ||||||||
| Vice Chair | 0.5 | Yes (X) | $0 | Yes (X) | ||||
| John Malone | ||||||||
| dIRECTOR | 0.5 | Yes (X) | $0 | |||||
| Ross T Krueger MD | ||||||||
| dIRECTOR | 0.5 | Yes (X) | $0 | |||||
| Randall C Tinnin DMA | ||||||||
| director | 0.5 | Yes (X) | $0 | |||||
| Clay B Tousey Jr | ||||||||
| director | 0.5 | Yes (X) | $0 | |||||
| Terry R West | ||||||||
| Director | 0.5 | Yes (X) | $0 | |||||
| R Chris Doerr | ||||||||
| Director | 0.5 | Yes (X) | $0 | |||||
| Peter B Wright | ||||||||
| Orchestra Representative | 0.5 | Yes (X) | $0 | |||||
| Rick Moyer | ||||||||
| Treasurer | 0.5 | Yes (X) | $0 | Yes (X) | ||||
| J F Bryan IV | ||||||||
| Director | 0.5 | Yes (X) | $0 | |||||
| Martha Barrett | ||||||||
| Director | 0.5 | Yes (X) | $0 | |||||
| Frederick W Schantz | ||||||||
| Secretary | 0.5 | Yes (X) | $0 | Yes (X) | ||||
| Candice Bobeck | ||||||||
| Director | 0.5 | Yes (X) | $0 | |||||
| Barbara Darby EdD | ||||||||
| Director | 0.5 | Yes (X) | $0 | |||||
| Mark Spatola MD | ||||||||
| Director | 0.5 | Yes (X) | $0 | |||||
| David Strickland | ||||||||
| Director | 0.5 | Yes (X) | $0 | |||||
| Wayne Young | ||||||||
| Director | 0.5 | Yes (X) | $0 | |||||
| Claudia Minch | ||||||||
| Director | 0.5 | Yes (X) | $0 | |||||
| Gwendolyn Yates | ||||||||
| Director | 0.5 | Yes (X) | $0 | |||||
| Holly Bryan | ||||||||
| Vice President of Finance | 39.0 | $71,554 | $5,645 | Yes (X) | 1.0 | |||
| David Pierson | ||||||||
| president | 40.0 | $83,125 | $335 | Yes (X) | ||||
| Fabio Mechetti | ||||||||
| conductor | 40.0 | $144,767 | $17,179 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $299,446 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,159 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $269,128 | FundraisingAmt |
| Related Organizations | $558,378 | RelatedOrganizationsAmt |
| Government Grants | $406,491 | GovernmentGrantsAmt |
| All Other Contributions | $4,415,548 | AllOtherContributionsAmt |
| Noncash Contributions | $353,097 | NoncashContributionsAmt |
| Total Contributions | $5,649,545 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| INDOOR CONCERT SERIES | $3,194,602 | $3,194,602 |
| YOUTH MUSIC PROGRAMS | $113,051 | $113,051 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,307,653 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $133,087 | TotalRevenueColumnAmt |
| Exclusion | $133,087 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,852,359 | SecuritiesAmt |
| Other | $19,174 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,829,664 | SecuritiesAmt |
| Other | $15,990 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,695 | SecuritiesAmt |
| Other | $3,184 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,879 | TotalRevenueColumnAmt |
| Exclusion | $25,879 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $184,238 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $269,128 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $142,298 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,940 | TotalRevenueColumnAmt |
| Exclusion | $41,940 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PROGRAM ADVERTISING REVENUE | 900099 | $77,410 | $77,410 | |
| OTHER INCOME | 900099 | $44,716 | $44,716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $122,126 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,280,230 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,307,653 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $77,410 | UnrelatedBusinessRevenueAmt |
| Exclusion | $245,622 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,100 | TotalAmt |
| Program Services | $182,100 | ProgramServicesAmt |
| Management And General | $105,000 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,092,361 | TotalAmt |
| Program Services | $3,199,875 | ProgramServicesAmt |
| Management And General | $687,868 | ManagementAndGeneralAmt |
| Fundraising | $204,618 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,202 | TotalAmt |
| Program Services | $224,202 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,156 | TotalAmt |
| Program Services | $521,197 | ProgramServicesAmt |
| Management And General | $66,051 | ManagementAndGeneralAmt |
| Fundraising | $30,908 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,425 | TotalAmt |
| Program Services | $297,445 | ProgramServicesAmt |
| Management And General | $66,809 | ManagementAndGeneralAmt |
| Fundraising | $19,171 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,750 | TotalAmt |
| Management And General | $27,750 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $989,356 | TotalAmt |
| Program Services | $988,910 | ProgramServicesAmt |
| Fundraising | $446 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,248 | TotalAmt |
| Management And General | $92,594 | ManagementAndGeneralAmt |
| Fundraising | $13,654 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,836 | TotalAmt |
| Program Services | $180,106 | ProgramServicesAmt |
| Management And General | $20,730 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,371 | TotalAmt |
| Management And General | $19,371 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,234 | TotalAmt |
| Program Services | $8,221 | ProgramServicesAmt |
| Management And General | $22,013 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,028 | TotalAmt |
| Program Services | $79,657 | ProgramServicesAmt |
| Management And General | $34,371 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| GUEST ARTISTS | $685,664 | $685,664 | ||
| CONCERT PRODUCTION COSTS | $988,667 | $988,667 | ||
| DEVELOPMENT & DONOR EXPENSES | $120,727 | $120,727 | ||
| OTHER EXPENSES | $186,006 | $55,279 | $130,727 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,074,131 | TotalAmt |
| Program Services | $7,411,323 | ProgramServicesAmt |
| Management And General | $1,273,284 | ManagementAndGeneralAmt |
| Fundraising | $389,524 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,732 | BOYAmt |
| EOY | $281,720 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,221 | BOYAmt |
| EOY | $93,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $848,341 | BOYAmt |
| EOY | $553,643 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,785 | BOYAmt |
| EOY | $119,416 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,544 | BOYAmt |
| EOY | $235,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,592,059 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,518,655 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,766 | BOYAmt |
| EOY | $73,404 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,073,212 | BOYAmt |
| EOY | $9,017,231 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $271,990 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,602,601 | BOYAmt |
| EOY | $10,645,450 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,586 | BOYAmt |
| EOY | $472,653 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,236,117 | BOYAmt |
| EOY | $1,186,417 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,291,239 | BOYAmt |
| EOY | $2,682,893 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,893,942 | BOYAmt |
| EOY | $4,341,963 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,623,758 | BOYAmt |
| EOY | $5,608,011 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,084,901 | BOYAmt |
| EOY | $695,476 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,708,659 | BOYAmt |
| EOY | $6,303,487 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,602,601 | BOYAmt |
| EOY | $10,645,450 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $206,099 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $388,729 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,451,084 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,426,431 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,290,793 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,444,129 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,738,070 | CurrentTaxYearAmt |
| Total | $21,350,507 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,451,084 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,426,431 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,290,793 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,444,129 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,738,070 | CurrentTaxYearAmt |
| Total | $21,350,507 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,727,586 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,622,921 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $263,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $259,743 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $214,097 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $216,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $158,966 | CurrentTaxYearAmt |
| Total | $1,112,666 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $137,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $133,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $135,868 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $124,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $122,126 | CurrentTaxYearAmt |
| Total | $653,419 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,116,592 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $14,231,883 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84887 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82154 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,151,526 | BeginningYearBalanceAmt |
| Contributions | $930,000 | ContributionsAmt |
| Investment Earnings Or Losses | $544,346 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $565,120 | OtherExpendituresAmt |
| Administrative Expenses | $1,284 | AdministrativeExpensesAmt |
| End Year Balance | $9,059,468 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,619,148 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $933,955 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $391,760 | OtherExpendituresAmt |
| Administrative Expenses | $9,817 | AdministrativeExpensesAmt |
| End Year Balance | $8,151,526 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,599,092 | BeginningYearBalanceAmt |
| Contributions | $15,599 | ContributionsAmt |
| Investment Earnings Or Losses | $387,007 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $378,475 | OtherExpendituresAmt |
| Administrative Expenses | $4,075 | AdministrativeExpensesAmt |
| End Year Balance | $7,619,148 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,806,417 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $240,484 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $378,008 | OtherExpendituresAmt |
| Administrative Expenses | $69,801 | AdministrativeExpensesAmt |
| End Year Balance | $7,599,092 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,068,514 | BeginningYearBalanceAmt |
| Contributions | $200,000 | ContributionsAmt |
| Investment Earnings Or Losses | $930,463 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $349,722 | OtherExpendituresAmt |
| Administrative Expenses | $42,838 | AdministrativeExpensesAmt |
| End Year Balance | $7,806,417 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $344,953 | OtherCostOrOtherBasisAmt |
| Depreciation | $344,953 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $819,059 | OtherCostOrOtherBasisAmt |
| Depreciation | $776,165 | DepreciationAmt |
| Book Value | $42,894 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $428,047 | OtherCostOrOtherBasisAmt |
| Depreciation | $397,537 | DepreciationAmt |
| Book Value | $30,510 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $73,404 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (12 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CORPORATE BONDS | $1,298,949 | F |
| CORPORATE STOCK | $3,163,578 | F |
| MERRILL LYNCH MONEY MARKET | $10,180 | F |
| MUTUAL FUNDS - FIXED INCOME | $0 | F |
| REGIONS MONEY MARKET | $15,487 | F |
| WELLS FARGO MONEY MARKET | $594,622 | F |
| BANK OF AMERICA MONEY MARKET | $78,049 | F |
| EVERBANK MONEY MARKET | $102,153 | F |
| SUNTRUST MONEY MARKET | $1,430,755 | F |
| US TREASURY BONDS | $264,834 | F |
| CD - SUNTRUST | $937,093 | F |
| U.S. TREASURY NOTES | $1,121,531 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,017,231 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,196,227 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $388,729 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $368,980 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $158,288 | OtherRevenueAmt |
| Revenue Not Reported | $915,997 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,280,230 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $9,280,230 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,601,399 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $368,980 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $158,288 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $527,268 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,074,131 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $9,074,131 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2014 AND 2013, 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, 2014, 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 2011. AS OF AND FOR THE YEARS ENDED JUNE 30, 2014 AND 2013, 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 $142,298 EXPENSES RELATED TO MERCHANDISE SALES INCLUDED ON PAGE 9, PART VIII, LINE 7B $ 15,990 ---------------- TOTAL TO SCHEDULE D, PART XII, LINE 2D $158,288 $119,275 |
| PART XII, LINE 2D | EXPENSES RELATED TO FUNDRAISING EVENTS INCLUDED ON PAGE 9, PART VIII, LN 8B $142,298 EXPENSES RELATED TO MERCHANDISE SALES INCLUDED ON PAGE 9, PART VIII, LINE 7B $ 15,990 ---------------- TOTAL TO SCHEDULE D, PART XII, LINE 2D $158,288 |
| 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Farewell Gala | NameOfEvent1Amt |
| Gross Receipts Event1 | $279,675 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $239,772 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $39,903 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $67,372 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Queens Harbour | NameOfEvent2Amt |
| Gross Receipts Event2 | $64,180 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $21,230 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $42,950 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $22,111 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 13 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $109,511 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $8,126 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $101,385 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $52,815 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $453,366 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $269,128 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $184,238 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $142,298 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $142,298 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $41,940 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Fabio Mechetti | PersonNm |
| Title | conductor | TitleTxt |
| Base Compensation Filing Org | $144,767 | BaseCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $17,179 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $161,946 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $271,990 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Music Scores | 1 | $50,000 | FMV |
| Yes (X) | Piano | 1 | $9,500 | FMV |
| Yes (X) | Postcards, invitations | 3 | $4,858 | FMV |
| Yes (X) | Auction items | 40 | $3,793 | FMV |
| Yes (X) | Photo Booth | 1 | $1,380 | FMV |
| Yes (X) | Food and beverages | 3 | $11,576 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 VICE PRESIDENT 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 VICE PRESIDENT 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 | Yes (true) | TransferFromOtherOrgInd |
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