2014-02-14T15:35:49-06:00 2013-06-30 LBA CERTIFIED PUBLIC ACCOUNTANTS PA 501 RIVERSIDE AVENUE SUITE 800 JACKSONVILLE FL 322024939 990 2012-07-01 596002520 Jacksonville Symphony Association Inc % HOLLY BRYAN JACK 9043545479 300 West Water Street Suite 200 Jacksonville FL 32202 HOLLY BRYAN 9043545479 2014-02-17 true Harry M Parsons Jr 9043964015 2012 2015-11-30 17:44:51Z DAVID L PIERSON 300 W WATER ST STE 200 JACKSONVILLE FL 32202 7487352 false X www.jaxsymphony.org X 1950 FL SEE SCHEDULE O 47 47 319 570 100926 4306966 3454772 2887203 2760713 214097 216240 271233 212720 7679499 6644445 0 0 0 0 5954838 5578506 0 0 371955 2663751 2538170 8618589 8116676 -939090 -1472231 9462719 9602601 3388877 3893942 6073842 5708659 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. INTEGRITY. false false 6096543 2652952 INDOOR CONCERT SERIES 485278 110271 YOUTH MUSIC PROGRAM 6581821 true true false false false false false false false true true true false false false true true false false false false false false false true false false false false true false false false false false false false false false false false false false true false false false true 44 0 true 319 true true true false false false false true true false false false false X 47 47 false false false false false false false true true false false false true false true false true true true false FL X HOLLY BRYAN 9043545479 300 W WATER ST STE 200 JACKSONVILLE FL 32202 Joseph A Nicosia 0.3 X Anne Hopkins PhD 0.3 X Elizabeth Lovett Colledge 0.3 X John S Billings 0.3 X Karl Halbach 0.3 X Leonard B Curry 0.3 X Lynn Alligood 0.3 X Margaret Gomez 0.3 X Michael T Boylan 0.3 X Toni Porterfield 0.3 X David Mann 0.3 X Lee Thomas 0.3 X Anne L Lufrano 0.3 X Brad King 0.3 X Charles L Zink 0.3 X Mary Ellen Smith 0.3 X R Travis Storey 0.3 X Ronald Townsend 0.3 X Ross T Krueger MD 0.3 X Ed Pratt-Dannals 0.3 X John Delaney 0.3 X Kerry D Romesburg PhD 0.3 X Nathaniel Glover 0.3 X Steven R Wallace PhD 0.3 X The Honorable Audrey Gibson 0.3 X Walter M Lee III 0.3 X Mary Carr Patton 0.3 X Robert E Jacoby 0.3 X Ruth Conley 0.3 X Arthur W Milam 0.3 X Frances Bartlett Kinne PhD 0.3 X Preston H Haskell 0.3 X Jay Stein 0.3 X Peter B Wright 0.3 X Elizabeth Augustus 0.3 X Candice Bobeck 0.3 X Barbara Darby EdD 0.3 X John Marchese 0.3 X Terrence L McGrane 0.3 X Christian Oldenburg 0.3 X George Scanlon 0.3 X Toby Smith 0.3 X Mark Spatola MD 0.3 X David Strickland 0.3 X Wayne Young 0.3 X Willam Bishop 0.3 X The Honorable Betty Burney 0.3 X David W Foerster 0.3 X John L Georgas 0.3 X Carl Cannon 0.3 X Joyce Q Couch 0.3 X Anthony S Kurlas 0.3 X Claudia Minch 0.3 X William C Rupp MD 0.3 X The Honorable Alvin Brown Mayor 0.3 X Isabelle Davis 0.3 X Laura Dwyer 0.3 X Jim Van Vleck 0.3 X Robert Arleigh White 0.3 X James H Winston 0.3 X Gwendolyn Yates 0.3 X Thomas Pippin 1.0 X 0 0 0 Gurmeet Keaveny 1.0 X Richard H Pierpont 1.0 X H W Goodall 0.3 X Martin F Connor III 1.3 X Kay Nichols 1.3 X Matthew S McAfee 0.3 X Holly Bryan 40.0 X 68619 0 6443 Alberta Hipps 1.0 X R Chris Doerr 1.0 X Halcyon E Skinner 1.0 X J F Bryan IV 1.0 X Martha Barrett 1.0 X Frederick W Schantz 1.0 X Joel Settembrini Jr 0.3 X Fabio Mechetti 40.0 X 174199 18643 Stacy Ridenhour 40.0 X 100738 18589 343556 0 43675 2 true true false 0 416091 3038681 10643 3454772 INDOOR CONCERT SERIES 2652952 2652952 YOUTH MUSIC PROGRAMS 107761 107761 2760713 145762 145762 0 0 0 0 0 782356 26782 723632 15028 58724 11754 70478 70478 189765 104247 85518 85518 0 0 PROGRAM ADVERTISING REVENUE 900099 100926 100926 OTHER INCOME 900099 26276 26276 127202 6644445 2760713 100926 328034 0 0 0 0 375050 264772 110278 0 0 3955490 3131600 612613 211277 181856 181856 0 0 684375 570920 79236 34219 381735 300945 61703 19087 23279 0 23279 0 0 25000 0 25000 0 0 0 0 0 865580 863900 0 1680 87888 0 79655 8233 0 0 191545 171482 20063 0 0 0 0 21788 0 21788 0 25019 6380 18639 0 120874 81563 39311 0 GUEST ARTISTS 658823 658823 0 0 CONCERT PRODUCTION COSTS 345380 345380 0 0 DEVELOPMENT & DONOR EXPENSES 97459 0 0 97459 OTHER EXPENSES 75535 4200 71335 0 8116676 6581821 1162900 371955 79517 84732 98691 142221 1317242 848341 148906 140785 0 0 0 0 0 0 0 0 264683 243544 1558187 1488421 61222 69766 0 0 7492458 8073212 0 0 0 0 0 0 9462719 9602601 352055 366586 0 0 1249033 1236117 0 0 0 0 0 0 0 0 1787789 2291239 0 0 3388877 3893942 X 4672682 4623758 1401160 1084901 0 0 6073842 5708659 9462719 9602601 X -1472231 729634 377414 X X false true X true false X 3275025 4451084 4426431 4290793 3444129 19887462 0 0 3275025 4451084 4426431 4290793 3444129 19887462 2001745 17885717 214229 263620 259743 214097 216240 1167929 0 184297 137601 133132 135868 124692 715590 21770981 14079482 0.82154 0.86710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7619148 933955 391760 9817 8151526 7599092 15599 387007 378475 4075 7619148 7806417 240484 378008 69801 7599092 7068514 200000 930463 349722 42838 7806417 7848230 -182262 573888 23566 7068514 1.00000 true false 344953 344953 796473 754152 42321 416761 389316 27445 69766 CORPORATE BONDS 1305942 F CORPORATE STOCK 3075028 F MERRILL LYNCH MONEY MARKET 10214 F MUTUAL FUNDS - FIXED INCOME 1885749 F REGIONS MONEY MARKET 15513 F WELLS FARGO MONEY MARKET 47323 F BANK OF AMERICA MONEY MARKET 78344 F EVERBANK MONEY MARKET 101528 F SUNTRUST MONEY MARKET 32750 F US TREASURY BONDS 273565 F CD - SUNTRUST 1247256 F FED FARM CREDIT BONDS 0 F 8073212 0 0 X 8258132 729634 764778 119275 1613687 6644445 6644445 9000729 764778 119275 884053 8116676 8116676 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, 2013 AND 2012, 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, 2013, 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 2010. AS OF AND FOR THE YEARS ENDED JUNE 30, 2013 AND 2012, 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 XII, LIND 2D EXPENSES RELATED TO FUNDRAISING EVENTS INCLUDED ON PAGE 9, PART VIII, LN 8B $104,247 EXPENSES RELATED TO MERCHANDISE SALES INCLUDED ON PAGE 9, PART VIII, LINE 7B $ 15,028 TOTAL TO SCHEDULE D, PART XII, LINE 2D $119,275 PART XIII, LINE 2D EXPENSES RELATED TO FUNDRAISING EVENTS INCLUDED ON PAGE 9, PART VIII, LN 8B $104,247 EXPENSES RELATED TO MERCHANDISE SALES INCLUDED ON PAGE 9, PART VIII, LINE 7B $ 15,028 TOTAL TO SCHEDULE D, PART XIII, LINE 2D $119,275 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. WHITE OAK 8970 8970 5390 15 180795 180795 98857 189765 189765 104247 104247 85518 false false false false false false false false false Fabio Mechetti 174199 0 0 0 18643 192842 0 Stacy Ridenhour 100738 18589 119327 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. FIRST COAST NUTCRACKER BALLET iNC 300 W water street suite 200 jacksonville FL 32202 592984218 Cultural FL 501(C)(3) LINE 7 false JACKSONVILLE SYMPHONY FOUNDATION 300 W water street suite 200 jacksonville FL 32202 205180812 FINL ASSIST FL 501(C)(3) LINE 11 false false false false false false false false false false false false false false false false false false false true