SOUTH FLORIDA SYMPHONY ORCHESTRA INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SOUTH FLORIDA SYMPHONY ORCHESTRA INC (EIN 65-0846695)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-12-05
IRS object ID
201213409349300126
Schema version
2011v1.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-12-05T07:21:10-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JERRY FADGENBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line121 EAST ACRE DRIVEAddressLine1
CityPLANTATIONCity
StateFLState
ZIP Code33317ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN650846695EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1KEY WEST SYMPHONY ORCHESTRA INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlKEYWNameControl
Phone9545228445Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1221 SW 3RD AVENUEAddressLine1
CityFort LauderdaleCity
StateFLState
ZIP Code33312ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJACQUELINE LORBERName
TitlePRESIDENT & CEOTitle
Phone9545228445Phone
Date Signed2012-11-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameTIMOTHY J FADGEN CPAName
Phone9545849786Phone
Date Prepared2012-12-05DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1SOUTH FLORIDA SYMPHONY ORCHESTRABusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonJACQUELINE LORBERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1221 SW 3RD AVENUEAddressLine1
CityFort LauderdaleCity
StateFLState
ZIP Code33312ZIPCode
FieldValueIRS element (for citing)
Gross Receipts474539GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501c3XOrganization501c3
Web SiteWWW.SOUTHFLORIDASYMPHONY.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1999YearFormation
State Legal DomicileFLStateLegalDomicile
Activity Or Mission DescriptionTHE ORCHESTRA IS DEDICATED TO BRINGING ORCHESTRAL MUSIC OF THE HIGHEST CALIBER TO SOUTH FLORIDA. ITS MISSION IS TO ENRICH THE CULTURAL EXPERIENCE OF THE SOUTH FLORIDA COMMUNITIES, AND THAT OF OUR VISITORS, WITH INTELLECTUALLY AND EMOTIONALLY POWERFUL CONCERTS FROM THE WORLD'S GREATEST COMPOSERS. ADDITIONALLY, THE SYMPHONY WILL PROVIDE A STRONG PRESENCE IN THE MUSICAL EDUCATION OF THE MANY CHILDREN WHO LIVE AND VISIT SOUTH FLORIDA.ActivityOrMissionDescription
Nbr Voting Members Governing Body9NbrVotingMembersGoverningBody
Nbr Independent Voting Members7NbrIndependentVotingMembers
Total Nbr Employees1TotalNbrEmployees
Total Nbr Volunteers9TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year108274ContributionsGrantsPriorYear
Contributions Grants Current Year474539ContributionsGrantsCurrentYear
Program Service Revenue Prior Year34329ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Current Year0InvestmentIncomeCurrentYear
Other Revenue Prior Year9776OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year152379TotalRevenuePriorYear
Total Revenue Current Year474539TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year3154SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY1365TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year190323OtherExpensePriorYear
Other Expenses Current Year478243OtherExpensesCurrentYear
Total Expenses Prior Year190323TotalExpensesPriorYear
Total Expenses Current Year482762TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-37944RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-8223RevenuesLessExpensesCY
Total Assets BOY8801TotalAssetsBOY
Total Assets EOY13187TotalAssetsEOY
Total Liabilities BOY234303TotalLiabilitiesBOY
Total Liabilities EOY246912TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY-225502NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY-233725NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE ORCHESTRA IS DEDICATED TO BRINGING ORCHESTRAL MUSIC OF THE HIGHEST CALIBER TO SOUTH FLORIDA. ITS MISSION IS TO ENRICH THE CULTURAL EXPERIENCE OF THE SOUTH FLORIDA COMMUNITIES, AND THAT OF OUR VISITORS, WITH INTELLECTUALLY AND EMOTIONALLY POWERFUL CONCERTS FROM THE WORLD'S GREATEST COMPOSERS. ADDITIONALLY, THE SYMPHONY WILL PROVIDE A STRONG PRESENCE IN THE MUSICAL EDUCATION OF THE MANY CHILDREN WHO LIVE AND VISIT SOUTH FLORIDA.MissionDescription
Expense414027Expense
Revenue80277Revenue
DescriptionPRESENTATION OF A SERIES OF MASTER CONCERT PRODUCTIONSDescription
Total Program Service Expense414027TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPtrueLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees1NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members9NbrVotingGoverningBodyMembers
Number Independent Voting Members7NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonJAQUELINE LORBERNamePerson
Telephone Number9545228445TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1221 SW 3RD AVENUEAddressLine1
CityFort LauderdaleCity
StateFLState
ZIP Code33312ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (9 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
SEBRINA ALFONSO
MUSIC DIRECTOR40.00XX705000
JACQUELINE LORBER
PRESIDENT & CEO40.00XX2815000
ROBERT WILSON
CHAIRMANX000
JIM RICKARD
FOUNDING CHAIRMANX000
SUSANNA TADDEI
TREASURERX000
SUSAN K MILLER
DIRECTORX000
NATALIE HUNDHAUSEN
DIRECTORX000
MARC GROSSMAN
DIRECTORX000
THOMAS LEFFLER
DIRECTOR000
FieldValueIRS element (for citing)
Total Reportable Comp From Org35200TotalReportableCompFromOrg
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Membership Dues6414MembershipDues
All Other Contributions468125AllOtherContributions
Total Contributions474539TotalContributions

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column474539TotalRevenueColumn

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total3154Total
Management And General3154ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total35200Total
Program Services7050ProgramServices
Management And General28150ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total700Total
Management And General700ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total1365Total
Fundraising1365Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total185776Total
Program Services185776ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total4221Total
Management And General4221ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total43721Total
Program Services43721ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total1836Total
Management And General1836ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
TRAVEL EXPENSE - MUSCISIANS9639796397
ADVERTISING5695556955
LODGING - MUSCISIANS1157511575
GENERAL & AMDINISTRATION EXPENSES94129412

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total32450Total
Program Services12553ProgramServices
Management And General14217ManagementAndGeneral
Fundraising5680Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total482762Total
Program Services414027ProgramServices
Management And General61690ManagementAndGeneral
Fundraising7045Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1132BOY
EOY6124EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY7669BOY
EOY7063EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY8801BOY
EOY13187EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
EOY3795EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY234303BOY
EOY157341EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
EOY85776EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY234303BOY
EOY246912EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-225502BOY
EOY-233725EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY-225502BOY
EOY-233725EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8801BOY
EOY13187EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-8223ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years269354CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years217952CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years380986CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year117916CurrentTaxYearMinus1Year
Current Tax Year474539CurrentTaxYear
Total1460747Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years269354CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years217952CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years380986CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year117916CurrentTaxYearMinus1Year
Current Tax Year474539CurrentTaxYear
Total1460747Total
FieldValueIRS element (for citing)
Public Support Total1701460747PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years14CurrentTaxYearMinus4Years
Total14Total
FieldValueIRS element (for citing)
Total Support1460761TotalSupport
Public Support Pertcentage1701.00000PublicSupportPertcentage170
Public Support Pertcent Prior Year1.00000PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170
Public Support Total5091460747PublicSupportTotal509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Paid Staff Or ManagementfalsePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorsfalseDirectContactLegislators
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiesfalseOtherActivities

Schedule L IRS990ScheduleL

Loan Table LoanTable (6 entries)

Loan To OrganizationLoanToOrganizationOriginal PrincipalOriginalPrincipalAmountBalance DueBalanceDueDefaultDefaultApproved By BoardApprovedByBoardWritten AgreementWrittenAgreement
J LORBER LOAN
X$2,3002300falsetruetrue
T SHAEFFER LOAN
X$4,5834583falsetruetrue
DUE TO ELIZABETH BAKER
X$55,00055000falsetruetrue
DUE TO SEBRINA ALFONSO
X$81,45881458falsetruetrue
J RICKARD LOAN
X$8,0008000falsetruetrue
DUE TO DENISE PALAZZO
X$6,0006000falsetruetrue
FieldValueIRS element (for citing)
Total Balance Due157341TotalBalanceDue

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation

FieldValueIRS element (for citing)
ExplanationPART VI. SECTION B. 11B. THE BOARD OF DIRECTORS MEET TO REVIEW FORM 990 AND APPROVE THE INFORMATION REFLECTED IN FORM 990 PRIOR TO FILING.Explanation

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.