FLORIDA WEST COAST SYMPHONY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA WEST COAST SYMPHONY INC (EIN 59-2603081)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2025-12-13
- IRS object ID
- 202533479349300003
- Schema version
- 2024v5.1
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-13T09:13:31+00:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mauldin & Jenkins LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 Manatee Avenue West Suite 1200 | AddressLine1Txt |
| City | Bradenton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592603081 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Florida West Coast Symphony Inc dba Sarasota Orchestra | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 9419534252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 North Tamiami Trail | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph McKenna | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 9419534252 | PhoneNum |
| Signature | 2025-12-13 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian Carter | PreparerPersonNm |
| PTIN | P00536712 | PTIN |
| Phone | 9417474483 | PhoneNum |
| Preparation | 2025-11-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph McKenna | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 North Tamiami Trail | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $67,417,456 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SARASOTAORCHESTRA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | To engage, educate and enrich our community through high quality live musical experiences. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 359 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $226 | TotalGrossUBIAmt |
| PY Contributions Grants | $60,899,085 | PYContributionsGrantsAmt |
| CY Contributions Grants | $35,700,685 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,914,218 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,557,651 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,209,756 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,151,476 | CYInvestmentIncomeAmt |
| PY Other Revenue | $496,678 | PYOtherRevenueAmt |
| CY Other Revenue | $542,111 | CYOtherRevenueAmt |
| PY Total Revenue | $66,519,737 | PYTotalRevenueAmt |
| CY Total Revenue | $41,951,923 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $42,052 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $33,284 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,874,487 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,494,335 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,463,191 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,368,634 | PYOtherExpensesAmt |
| CY Other Expenses | $5,219,630 | CYOtherExpensesAmt |
| PY Total Expenses | $14,285,173 | PYTotalExpensesAmt |
| CY Total Expenses | $15,747,249 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $52,234,564 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $26,204,674 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $83,523,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,857,902 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,956,883 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,967,176 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $80,566,845 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $106,890,726 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of the Sarasota Orchestra is to engage, educate and enrich our community through high quality live musical experiences. Sarasota Orchestra is committed to engaging our community with the highest standards in performing and programming, operating in a culture of service, respect and collaboration, and performing classical music and welcoming great music from other genres. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,858,620 | ExpenseAmt |
| Revenue | $3,256,968 | RevenueAmt |
| Desc | Sarasota Orchestra is one of the leading regional orchestras in the United States, performing a wide range of classical, Pops, and chamber music concerts. Each season Sarasota Orchestra performs for more than 65,000 people across more than 100 live musical performances in a 36-week season from September to May. The 2024-2025 concert season was impacted by hurricane damage to its primary performance venue requiring the cancellation or relocation of fall concerts to smaller venues. Highlights of the season included Billy Child's Concerto for saxaphone, Arturo Marquez' Fandango violin concerto, performances of Peter and the Wolf in Spanish and English in the spring, and the popular Outdoor Pops concerts at Ed Smith statium that attracted more than 5,000 people from the community. Sarasota Orchestra employs 76 contracted musicians, with 48 musicians forming the Orchestra's full-time core. Its outreach programs, including the "On the Road with SO" community tour, free tickets through VetTix and Tickets for Kids, and a range of social services programs in order to connect with Sarasota and Manatee County residents of all ages who may not otherwise have access to concert experiences, thereby strengthening the community's artistic profile and reputation as a cultural hub in Florida. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,212,588 | ExpenseAmt |
| Revenue | $259,630 | RevenueAmt |
| Desc | Founded in 1965, the Sarasota Music Festival is one of the United States' premier teaching and performance festivals focused on chamber music. It was designated by the Florida State legislature as the "Official teaching and performing Festival of the State of Florida" in 1984. Through a competitive application process, the Festival accepts more than 60 talented fellows each summer, the majority of them college-aged, pre-professional artists, to participate in three weeks of master classes and coaching sessions, along with public orchestral and chamber music performances. A roster of more than 40 internationally-acclaimed musicians representing the world's top orchestras, conservatories, and colleges come to the Festival to mentor and perform alongside the fellows. Jeffrey Kahane has served as Music Director of the Sarasota Music Festival since 2016. Festival audiences enjoy a wide variety of concert experiences and events, including Thursday afternoon Artist Showcases featuring the faculty artists; concerts of chamber and orchestral music on Fridays and Saturdays; and Sunday "Rising Stars" recitals in which the fellows are both the stars and curators of the programs. Many patrons enjoy the option of purchasing Festival Passes, which allow access to the artists' master classes and rehearsals. Special events and lectures throughout the Festival offer rare opportunities for all Festival participants, audiences and musicians alike, to engage with living composers and top performing artists of today. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $982,778 | ExpenseAmt |
| Grant | $33,284 | GrantAmt |
| Revenue | $95,175 | RevenueAmt |
| Desc | For over 65 years, Sarasota Orchestra has sponsored a Youth Orchestra Program that currently consists of eight orchestras: five string orchestras, one wind band, and two symphonic orchestras. The Sarasota Youth Orchestras meet once a week from September through April and present six concerts that are free to the public. 54% of the Sarasota Youth Orchestras' students were supported by scholarship assistance. Sarasota Orchestra also presents a Summer Music Camp for two weeks each July. Sarasota Orchestra's Summer Music Camp supports "true beginners," enabling aspiring musicians as young as eight years old to learn how to play an instrument with no prior experience. To ensure all students have access to music instruction and educational programs, Sarasota Orchestra provides scholarships for participation in Sarasota Youth Orchestras and Summer Music Camp, as well as private lesson, summer camps, and college scholarships. Students also have the opportunity to borrow instruments from the orchestra. Other education programs include the Young Person's Concert, which engages more than 9,000 fourth- and fifth- graders from Sarasota and Manatee County schools. The program includes an in-school preparation curriculum guide and culminates in a concert by Sarasota Orchestra held at a professional concert venue. The curriculum for the Young Person's Concert aligns with the Florida and National Education Standards. The Young Person's Concerts were cancelled due to hurricanes and the program will be performed in fall 2025. Other outreach programs include orchestra musicians performing and coaching in local schools and other community venues. In a regular season, the total number of children and family members served by Sarasota Orchestra's educational programming exceeds 15,000. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,053,986 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | 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 | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 111 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 359 | 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| 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 |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cathy Wilson | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9419534252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 North Tamiami Trail | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
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 | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| Billy Robinson | |||||||
| TREASURER | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| David Green | |||||||
| VICE-CHAIR | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jill Levine | |||||||
| SECRETARY | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Richard Rivera | |||||||
| VICE-CHAIR | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Rose-Anne Frano | |||||||
| VICE-CHAIR | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Tom Koski | |||||||
| CHAIR | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Anne Folsom Smith | |||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| David Steves | |||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Kim Wheeler | |||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Lois Stulberg | |||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Mike Esposito | |||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Peter Kretzmer | |||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Rick Lannamann | |||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Robin Serbin | |||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Tom Ryan | |||||||
| DIRECTOR | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Cathy Wilson | |||||||
| CHIEF FINANCIAL OFFICER | 40.0 | Yes (X) | $176,747 | $0 | $28,916 | ||
| Gordon Greenfield | |||||||
| CHIEF MARKETING & COMMUNICATIONS OFFICER | 40.0 | Yes (X) | $131,629 | $0 | $29,026 | ||
| Joseph McKenna | |||||||
| PRESIDENT AND CEO | 38.0 | Yes (X) | $281,144 | $0 | $64,913 | 2.0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $589,520 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $122,855 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Garfield PublicPrivate | |||||
| 14911 Quorum Drive Ste 380 | Dallas | TX | 75254 | Project Management | $413,800 |
| Community Counseling Service LLC | |||||
| 527 Madison Ave 5th Floor | New York | NY | 10022 | Consulting | $336,300 |
| Opus 3 Artists | |||||
| 348 West 57th Street Ste 282 | New York | NY | 10019 | Guest Conductors/artists | $298,633 |
| AYSMM Digital | |||||
| 1960 Blue Oaks Blvd Ste 190 200 | Roseville | CA | 95747 | Digtal Marketing | $250,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $110,150 | FundraisingAmt |
| Related Organizations | $1,758,698 | RelatedOrganizationsAmt |
| Government Grants | $541,325 | GovernmentGrantsAmt |
| All Other Contributions | $33,290,512 | AllOtherContributionsAmt |
| Noncash Contributions | $27,500 | NoncashContributionsAmt |
| Total Contributions | $35,700,685 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Symphony Concerts | 711130 | $2,837,081 | $2,837,081 |
| Contract Revenue | 711130 | $365,765 | $365,765 |
| Music Festival | 711130 | $259,630 | $259,630 |
| Music Education | 711130 | $95,175 | $95,175 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,557,651 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,071,761 | TotalRevenueColumnAmt |
| Exclusion | $2,071,761 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,899 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $53,992 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$27,093 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$27,093 | TotalRevenueColumnAmt |
| Exclusion | -$27,093 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,083,576 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,003,861 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $79,715 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,715 | TotalRevenueColumnAmt |
| Exclusion | $79,715 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $917,021 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $110,150 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $397,769 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $519,252 | TotalRevenueColumnAmt |
| Exclusion | $519,252 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,515 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $9,911 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,396 | TotalRevenueColumnAmt |
| Exclusion | -$4,396 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Other Revenue | 711130 | $54,122 | $54,122 | |
| Program Royalties | 513120 | $226 | $226 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $54,348 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,951,923 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,611,773 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $226 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,639,239 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,284 | TotalAmt |
| Program Services | $33,284 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $771,893 | TotalAmt |
| Program Services | $395,404 | ProgramServicesAmt |
| Management And General | $117,412 | ManagementAndGeneralAmt |
| Fundraising | $259,077 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,010,434 | TotalAmt |
| Program Services | $6,466,857 | ProgramServicesAmt |
| Management And General | $512,916 | ManagementAndGeneralAmt |
| Fundraising | $1,030,661 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,112,792 | TotalAmt |
| Program Services | $850,005 | ProgramServicesAmt |
| Management And General | $93,296 | ManagementAndGeneralAmt |
| Fundraising | $169,491 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,216 | TotalAmt |
| Program Services | $462,191 | ProgramServicesAmt |
| Management And General | $47,334 | ManagementAndGeneralAmt |
| Fundraising | $89,691 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,849 | TotalAmt |
| Program Services | $26,248 | ProgramServicesAmt |
| Management And General | $607 | ManagementAndGeneralAmt |
| Fundraising | $28,994 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,945 | TotalAmt |
| Program Services | $18,059 | ProgramServicesAmt |
| Management And General | $11,827 | ManagementAndGeneralAmt |
| Fundraising | $18,059 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,809 | TotalAmt |
| Management And General | $101,809 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,040,307 | TotalAmt |
| Program Services | $493,404 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $546,903 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,737 | TotalAmt |
| Program Services | $584,448 | ProgramServicesAmt |
| Management And General | $3,289 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,861 | TotalAmt |
| Program Services | $367,200 | ProgramServicesAmt |
| Management And General | $39,696 | ManagementAndGeneralAmt |
| Fundraising | $84,965 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,031 | TotalAmt |
| Program Services | $82,287 | ProgramServicesAmt |
| Management And General | $119,744 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,082,127 | TotalAmt |
| Program Services | $983,106 | ProgramServicesAmt |
| Management And General | $43,883 | ManagementAndGeneralAmt |
| Fundraising | $55,138 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,590 | TotalAmt |
| Program Services | $57,149 | ProgramServicesAmt |
| Management And General | $9,288 | ManagementAndGeneralAmt |
| Fundraising | $9,153 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,944 | TotalAmt |
| Program Services | $143,250 | ProgramServicesAmt |
| Management And General | $19,817 | ManagementAndGeneralAmt |
| Fundraising | $18,877 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,466 | TotalAmt |
| Program Services | $1,466 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Production expense | $785,388 | $770,270 | $2,420 | $12,698 |
| Faculty and student housing | $225,770 | $225,770 | ||
| Miscellaneous | $212,590 | $60,600 | $101,734 | $50,256 |
| Communication and engagement | $65,975 | $32,988 | $32,987 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,241 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $5,000 | ManagementAndGeneralAmt |
| Fundraising | $56,241 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,747,249 | TotalAmt |
| Program Services | $12,053,986 | ProgramServicesAmt |
| Management And General | $1,230,072 | ManagementAndGeneralAmt |
| Fundraising | $2,463,191 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,604,652 | BOYAmt |
| EOY | $5,060,329 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,978,820 | BOYAmt |
| EOY | $11,325,136 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391,657 | BOYAmt |
| EOY | $22,552,949 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,968 | BOYAmt |
| EOY | $1,044,491 | 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) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,660 | BOYAmt |
| EOY | $328,554 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,112,636 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,951,485 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,452,963 | BOYAmt |
| EOY | $27,161,151 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,349,417 | BOYAmt |
| EOY | $43,939,015 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,591 | BOYAmt |
| EOY | $446,277 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,523,728 | BOYAmt |
| EOY | $111,857,902 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,049,777 | BOYAmt |
| EOY | $2,907,340 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,907,106 | BOYAmt |
| EOY | $2,059,836 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | 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 | $2,956,883 | BOYAmt |
| EOY | $4,967,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,869,626 | BOYAmt |
| EOY | $30,923,354 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,697,219 | BOYAmt |
| EOY | $75,967,372 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,566,845 | BOYAmt |
| EOY | $106,890,726 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,523,728 | BOYAmt |
| EOY | $111,857,902 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $26,204,674 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $116,903 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,304 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| 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 | $25,573,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,751,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,553,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,899,085 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,700,685 | CurrentTaxYearAmt |
| Total | $139,478,270 | 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 | $25,573,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,751,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,553,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,899,085 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,700,685 | CurrentTaxYearAmt |
| Total | $139,478,270 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $26,856,842 | SubstantialContributorsTotAmt |
| Public Support Total170 | $112,621,428 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $292,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $591,179 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $542,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,334,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,098,886 | CurrentTaxYearAmt |
| Total | $4,858,999 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,811 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,708 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $125,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $135,496 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,348 | CurrentTaxYearAmt |
| Total | $426,836 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $144,764,105 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,367,979 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77797 | PublicSupportCY170Pct |
| Public Support PY170 | 0.4269 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - 21811.0, COLUMN B - 89708.0, COLUMN C - 125473.0, COLUMN D - 135496.0, COLUMN E - 54348.0, COLUMN F - 426836.0; | ExplanationTxt |
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 | $1,989,843 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $122,867 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $150 | OtherExpendituresAmt |
| End Year Balance | $2,112,560 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,863,561 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $126,282 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,989,843 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,862,728 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,981 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,148 | OtherExpendituresAmt |
| End Year Balance | $1,863,561 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,927,635 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$64,907 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,862,728 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,962,690 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $25,432 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,487 | OtherExpendituresAmt |
| End Year Balance | $1,927,635 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.852 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.148 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,106,575 | OtherCostOrOtherBasisAmt |
| Book Value | $14,106,575 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,373,306 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,908,896 | DepreciationAmt |
| Book Value | $464,410 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,254,182 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,042,589 | DepreciationAmt |
| Book Value | $211,593 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,378,573 | OtherCostOrOtherBasisAmt |
| Book Value | $12,378,573 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,161,151 | TotalBookValueLandBuildingsAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $44,556,746 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $116,903 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $36,240 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $4,312,187 | OtherRevenueAmt |
| Revenue Not Reported | $4,465,330 | RevenueNotReportedAmt |
| Revenue Subtotal | $40,091,416 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $101,809 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,758,698 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,860,507 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $41,951,923 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,143,352 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $36,240 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $461,672 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $497,912 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,645,440 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $101,809 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $101,809 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,747,249 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | To support the Florida West Coast Symphony. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Organization qualifies as a charitable organization as defined by Internal Revenue Code Section 501(c)(3) and, accordingly is exempt from Federal income taxes under Internal Revenue Code Section 501(a). However, the Organization is subject to income tax on unrelated business income. For the year ended July 31, 2025, the Organization incurred no income tax expense. It is the Organization's policy to account for any uncertainties in income tax law in accordance with FASB ASC 740-10, Accounting for Uncertainty in Income Taxes. ASC 740-10 clarifies the accounting for uncertain income tax positions and requires that the Organization recognize the impact of such a tax position in its financial statements if, upon ultimate settlement, that position is more-likely-than-not to be sustained. Management has evaluated the Organization's tax positions and concluded that the Organization has maintained its tax-exempt status and has taken no uncertain tax positions that require adjustment to the combined financial statements. As a result, no provision or liability for income taxes has been included in the combined financial statements. The Organization files a 990 Return of Organization Exempt from Income Tax for the Orchestra and the Trust and a 990-T Exempt Organization Business Income Tax Return to the U.S. Federal Government and an F-1120 Florida Corporate Income/Franchise Tax Return to the State of Florida for the Orchestra. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Revenue from related organization EIN: 32-6004523 included on separate 990 - 3848211 Rental expenses - 53992 Cost of goods sold - 9911 Special event expense - 397769 Change in value of split interest agreement - 2304 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Contribution from related organization eliminated on FS - 1758698 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Rental expenses - 53992 Cost of goods sold - 9911 Special event expenses - 397769 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Brunch | Event1Nm |
| Gross Receipts Event1 | $275,345 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $102,695 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $172,650 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $30,281 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,675 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,768 | OtherDirectExpensesEvent1Amt |
| Event2 | Supper Club | Event2Nm |
| Gross Receipts Event2 | $318,061 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $5,115 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $312,946 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $4,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $60,953 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $15,495 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $38,153 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $433,765 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $2,340 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $431,425 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $199,931 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $3,250 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $36,263 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,027,171 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $110,150 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $917,021 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $291,165 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $20,420 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $82,184 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $397,769 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $519,252 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| COLLEGE MUSIC EDUCATION SCHLORSHIPS FOR INDIVIDUALS IN YOUTH ORCHESTRA | 6 | $8,000 |
| MUSIC CAMP SCHOLARSHIPS FOR INDIVIDUALS IN YOUTH ORCHESTRA | 5 | $3,950 |
| PRIVATE MUSIC LESSON SCHOLARSHIPS FOR INDIVIDUALS IN YOUTH ORCHESTRA | 42 | $16,834 |
| YOUNG ARTIST COMPETITION AWARDS | 5 | $4,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | Scholarships are available to eligible Youth Orchestra participants and are monitored by a committee. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Joseph McKenna | ||||||||||||||
| PRESIDENT AND CEO | $277,544 | $0 | $0 | $0 | $3,600 | $0 | $33,044 | $0 | $31,869 | $0 | $346,057 | $0 | $0 | $0 |
| Cathy Wilson | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $176,747 | $0 | $0 | $0 | $0 | $0 | $20,184 | $0 | $8,732 | $0 | $205,663 | $0 | $0 | $0 |
| Gordon Greenfield | ||||||||||||||
| CHIEF MARKETING & COMMUNICATIONS OFFICER | $131,629 | $0 | $0 | $0 | $0 | $0 | $17,426 | $0 | $11,600 | $0 | $160,655 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Musical Instruments | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Other - Musical Instruments Number of contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Form 990 is reviewed by the Organization's chief financial officer and chief executive officer. Additionally, a copy is provided to the board of directors requesting review and questions to be completed before filing. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Each year all board members fill out a conflict of interest questionnaire and conflict of interest policy acknowledgement. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | Comparison studies are made for each position to similar positions in like non-profit organizations. Studies are reviewed year of hire and each year when determining annual compensation changes. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | Comparison studies are made for each position to similar positions in like non-profit organizations. Studies are reviewed year of hire and each year when determining annual compensation changes. |
| Form 990, Part VI, Line 19 Required documents available to the public | The organization places the audited financial statement of its most recently completed fiscal year on its website and makes its governing documents and conflict of interest policy available to the public upon request. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Change in value of split interest agreements - 2304; Total - 2304; |
| Form 990, Part XII, Line 2c Change of oversight process or selection process | THE ORGANIZATION DID NOT CHANGE ITS AUDIT REVIEW PRACTICE DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Florida West Coast Symphony Inc Endowment Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 North Tamiami Trail | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 326004523 | EIN |
| Primary Activities | To have hold and manage an endowment fund for the benefit of the Orchestra | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Type I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Florida West Coast Symphony Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (true) | 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 | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Florida West Coast Symphony Inc Endowment Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $1,758,698 | InvolvedAmt |
| Method Of Amount Determination | Cash | MethodOfAmountDeterminationTxt |
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