2013-01-10T15:14:03-06:00 2012-06-30 591302284 LBA CERTIFIED PUBLIC ACCOUNTANTS PA 501 RIVERSIDE AVENUE SUITE 800 JACKSONVILLE FL 322024939 990 2011-07-01 596002520 JACKSONVILLE SYMPHONY ASSOCIATION INC JACK 9043545479 300 WEST WATER STREET NO 200 JACKSONVILLE FL 32202 HOLLY BRYAN 9043545479 2013-01-10 1 HARRY M PARSONS JR P00285870 9043964015 2011 2016-02-25 16:41:14Z STACY RIDENHOUR 300 WEST WATER STREET NO 200 JACKSONVILLE FL 32202 8602288 0 X WWW.JAXSYMPHONY.ORG X 1950 FL 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. 50 50 296 350 102625 0 4700613 4306966 2441962 2887204 246266 214096 227929 271233 7616770 7679499 0 0 0 0 5699102 5954838 0 0 442241 2408534 2663751 8107636 8618589 -490866 -939090 8721127 9462719 1889497 3388877 6831630 6073842 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. 0 0 6972759 2777749 INDOOR CONCERT SERIES 119518 109455 YOUTH MUSIC PROGRAM 7092277 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 50 0 1 296 1 1 1 0 0 0 0 1 1 0 0 0 0 X 50 50 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 1 1 0 FL X HOLLY BRYAN 9043545479 300 W WATER ST STE 200 JACKSONVILLE FL 32202 CLAY B CHIP TOUSEY 0.30 X 0 0 0 JOSEPH A NICOSIA 0.30 X 0 0 0 ANNE HOPKINS PHD 0.30 X 0 0 0 DANNY B BERENBERG 0.30 X 0 0 0 ELIZABETH LOVETT COLLEDGE 0.30 X 0 0 0 GILCHRIST BERG 0.30 X 0 0 0 JOHN S BILLINGS 0.30 X 0 0 0 KARL HALBACH 0.30 X 0 0 0 LEONARD B CURRY 0.30 X 0 0 0 LYNN ALLIGOOD 0.30 X 0 0 0 MARGARET GOMEZ 0.30 X 0 0 0 MICHAEL T BOYLAN 0.30 X 0 0 0 SANDRA SUE ASHBY 0.30 X 0 0 0 TONI PORTERFIELD 0.30 X 0 0 0 DAVID MANN 0.30 X 0 0 0 LEE THOMAS 0.30 X 0 0 0 ALAN L STINSON 0.30 X 0 0 0 ANNE L LUFRANO 0.30 X 0 0 0 BRAD KING 0.30 X 0 0 0 CHARLES L ZINK 0.30 X 0 0 0 EUGENE B WOLCHOK MD 0.30 X 0 0 0 JOSEPH A MARASCO MD 0.30 X 0 0 0 LISA PALMER 0.30 X 0 0 0 MATTHEW S MCAFEE 0.30 X 0 0 0 R TRAVIS STOREY 0.30 X 0 0 0 RONALD TOWNSEND 0.30 X 0 0 0 ROSS T KRUEGER MD 0.30 X 0 0 0 ED PRATT-DANNALS 0.30 X 0 0 0 JOHN DELANEY 0.30 X 0 0 0 KERRY D ROMESBURG PHD 0.30 X 0 0 0 NATHANIEL GLOVER 0.30 X 0 0 0 THE HONORABLE JOHN THRASHER 0.30 X 0 0 0 W C GENTRY 0.30 X 0 0 0 STEVEN R WALLACE PHD 0.30 X 0 0 0 WALTER M LEE III 0.30 X 0 0 0 MARY CARR PATTON 0.30 X 0 0 0 ROBERT E JACOBY 0.30 X 0 0 0 RUTH CONLEY 0.30 X 0 0 0 ARTHUR W MILAM 0.30 X 0 0 0 DAVID W FOERSTER 0.30 X 0 0 0 FRANCES BARTLETT KINNE PHD 0.30 X 0 0 0 JOHN L GEORGAS 0.30 X 0 0 0 MRS J E DAVIS 0.30 X 0 0 0 PRESTON H HASKELL 0.30 X 0 0 0 JAY STEIN 0.30 X 0 0 0 JIM VAN VLECK 0.30 X 0 0 0 PETER B WRIGHT 0.30 X 0 0 0 JAMES A HEINZ 0.30 X 0 0 0 MARTHA BARRETT 0.30 X 0 0 0 CARL CANNON 1.30 X 0 0 0 JOYCE COUCH 0.30 X 0 0 0 ANTHONY KURLAS 0.30 X 0 0 0 CLAUDIA MINCH 0.30 X 0 0 0 WILLIAM RUPP MD 0.30 X 0 0 0 JOEL SETTEMBRINI JR 0.30 X 0 0 0 MRS EDWARD WP SMITH 0.30 X 0 0 0 GWENDOLYN YATES 0.30 X 0 0 0 THE HONORABLE ALVIN BROWN MAYOR 0.30 X 0 0 0 MRS ROBERT D DAVIS 0.30 X 0 0 0 LAURA DWYER 0.30 X 0 0 0 STEPHEN JOOST 0.30 X 0 0 0 ROBERT ARLEIGH WHITE 0.30 X 0 0 0 JAMES H WINSTON 0.30 X 0 0 0 HUGH A LATIMER 1.30 X 0 0 0 GURMEET KEAVENY 1.30 X 0 0 0 R CHRIS DOERR 1.30 X 0 0 0 RICHARD PIERPONT 1.30 X 0 0 0 HW GOODALL 1.30 X 0 0 0 MARTIN F CONNOR III 0.30 X 0 0 0 KAY NICHOLS 1.30 X 0 0 0 HOLLY BRYAN 40.00 X 70148 0 13241 STACY RIDENHOUR 40.00 X 103800 0 28009 PATRICIA MANCO 1.30 X 0 0 0 HALCYON E SKINNER 1.30 X 0 0 0 CLARISSA CHANDLER 1.30 X 0 0 0 J F BRYAN IV 1.30 X 0 0 0 FREDERICK W SCHANTZ 1.30 X 0 0 0 FABIO MECHETTI 40.00 X 178629 0 29538 352577 0 70788 2 0 1 0 0 389530 3917436 16176 4306966 INDOOR CONCERT SERIES 900099 2777749 2777749 YOUTH MUSIC PROGRAMS 900099 109455 109455 2887204 148651 148651 842160 15068 781522 10261 60638 4807 65445 65445 267371 131006 136365 136365 PROGRAM ADVERTISING RE 900099 102625 102625 OTHER INCOME 900099 32243 32243 134868 7679499 2887204 102625 382704 357100 252100 105000 4294647 3502277 580501 211869 169065 169065 741208 625904 78244 37060 392818 314803 58374 19641 4075 4075 25000 25000 852210 848038 4172 90537 82410 8127 270697 250827 19870 14434 14434 21472 9076 12396 109595 66374 43221 GUEST ARTISTS 700405 700405 CONCERT PRODUCTION COST 336233 336233 DEVELOPMENT & DONOR EXP 161372 161372 OTHER EXPENSES 77721 17175 60546 8618589 7092277 1084071 442241 93941 79517 84582 98691 603523 1317242 246125 148906 220908 264683 1524624 1463402 31507 61222 7440541 7492458 8721127 9462719 265847 352055 1155039 1249033 468611 1787789 1889497 3388877 X 5273973 4672682 1557657 1401160 6831630 6073842 8721127 9462719 X -939090 181302 X X 0 1 1 X 0 X 4724540 3275025 4451084 4426431 4290793 21167873 4724540 3275025 4451084 4426431 4290793 21167873 1074906 20092967 285528 214229 263620 259743 214097 1237217 175795 184297 137601 133132 135868 766693 23171783 14187283 0.86710 0.78820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7599092 15599 387007 378475 4075 7619148 7806417 240484 378008 69801 7599092 7068514 200000 930463 349722 42838 7806417 7848230 -182262 573888 23566 7068514 1.00000 0 0 344953 344953 0 780284 735514 44770 399387 382935 16452 61222 CORPORATE BONDS 1722499 F CORPORATE STOCK 2521055 F FEDERAL FARM CREDIT BANK BONDS 51633 F MERRILL LYNCH MONEY MARKET ACCOUNT 10270 F MUTUAL FUNDS - FIXED INCOME 1146760 F REGIONS MONEY MARKET ACCOUNT 15511 F SUNTRUST CERTIFICATE OF DEPOSIT 1233499 F SUNTRUST MONEY MARKET ACCOUNTS 294509 F US TREASURY BONDS 294563 F WELLS FARGO MONEY MARKET ACCOUNT 22749 F EVERBANK MONEY MARKET ACCOUNT 100769 F BANK OF AMERICA MONEY MARKET ACCOUNT 78641 F 7492458 7679499 8618589 -939090 181302 181302 -757788 8382114 181302 380043 141270 702615 7679499 0 7679499 9139902 380043 141270 521313 8618589 0 8618589 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: PART X, LINE 2: THE ORGANIZATION 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 ORGANIZATION EVALUATES ITS TAX POSITIONS FOR ANY UNCERTAINTIES BASED ON THE TECHNICAL MERITS OF THE POSITION TAKEN IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE UPHELD ON EXAMINATION BY TAXING AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO FUNDRAISING EVENTS INCLUDED ON PAGE 9, PART VIII, LN 8B 131,009. EXPENSES RELATED TO MERCHANDISE SALES INCLUDED ON PAGE 9, PART VIII, LINE 7B 10,261. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO FUNDRASING EVENTS INCLUDED ON PAGE 9, PART VIII, LN 8B 131,009. EXPENSES RELATED TO MERCHANDISE SALES INCLUDED ON PAGE 9, PART VIII, LINE 7B 10,261. 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. RHAPSODY ON THE RUNWAY 14268 14268 14 253103 253103 131006 267371 267371 131006 131006 136365 X 0 0 0 0 0 0 0 0 0 FABIO MECHETTI 178629 0 0 0 0 0 0 0 29538 0 208167 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 WHEN FORM 990 IS FINALIZED THE FORM IS SUBMITTED FOR REVIEW TO THE DIRECTOR 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 AND WHO IS IN ATTENDANCE AT 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 PRESENSE 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 EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD CHAIR. SALARIES OF DIRECTOR 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 AVAILIBLE FOR PUBLIC INSPECTION UPON REQUEST AT THEIR OFFICE AT 300 WEST WATER STREET, JACKSONVILLE, FL. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 181,302. 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 PERFORMANCES FL 501(C)(3) 0 JACKSONVILLE SYMPHONY FOUNDATION 300 W WATER STREET SUITE 200 JACKSONVILLE FL 32202 205180812 PROVIDES FINANCIAL ASSISTANCE AND SUPPORT TO THE ASSOCIATION FL 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1