2012-03-26T15:10:54-05:00 2011-06-30 LBA CERTIFIED PUBLIC ACCOUNTANTS PA 501 RIVERSIDE AVENUE SUITE 800 JACKSONVILLE FL 322024939 990 2010-07-01 596002520 JACKSONVILLE SYMPHONY ASSOCIATION INC JACK 9043545479 300 WEST WATER STREET NO 200 JACKSONVILLE FL 32202 HOLLY BRYAN 9043545479 2012-03-22 1 HARRY M PARSONS JR 9043964015 2010 2016-02-24 21:20:13Z STACY RIDENHOUR 300 WEST WATER STREET NO 200 JACKSONVILLE FL 32202 9308197 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. 52 52 267 1445 100271 0 4343201 4700613 2845844 2441962 263620 246266 250841 227929 7703506 7616770 0 0 0 0 5516123 5699102 0 0 470100 2322595 2408534 7838718 8107636 -135212 -490866 9166688 8721127 1842331 1889497 7324357 6831630 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 6449976 2347071 INDOOR CONCERT SERIES 110841 94891 YOUTH MUSIC PROGRAM 6560817 1 1 0 0 0 0 0 0 1 1 1 0 0 1 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 40 0 1 267 1 1 1 0 0 0 0 1 1 0 0 0 0 X 52 52 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 HW GOODALL 0.30 X 0 0 0 JOHN DONAHOO JR 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 MARTIN F CONNOR III 0.30 X 0 0 0 MICHAEL HIGHTOWER 0.30 X 0 0 0 MICHAEL T BOYLAN 0.30 X 0 0 0 RONNIE S FERGUSON 0.30 X 0 0 0 SANDRA SUE ASHBY 0.30 X 0 0 0 TONI PORTERFIELD 0.30 X 0 0 0 WILLIAM HECHT 0.30 X 0 0 0 DAVID MANN 0.30 X 0 0 0 LEE THOMAS 0.30 X 0 0 0 KAY NICHOLS 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 DORI WALTON 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 MARY ELLEN SMITH 0.30 X 0 0 0 MATTHEW S MCAFEE 0.30 X 0 0 0 R TRAVIS STOREY 0.30 X 0 0 0 ROBERT TONSFELDT 0.30 X 0 0 0 RONALD TOWNSEND 0.30 X 0 0 0 ROSS T KRUEGER MD 0.30 X 0 0 0 JANE CONDON 0.30 X 0 0 0 THE HONORABLE JACOB WEBB 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 STAN JORDAN 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 THE HONORABLE AUDREY GIBSON 0.30 X 0 0 0 THE HONORABLE JOHN S PEYTON 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 DEBORAH HELLER 0.30 X 0 0 0 PETER B WRIGHT 0.30 X 0 0 0 HUGH A LATIMER 1.30 X 0 0 0 WILLIAM JOHNSON 1.30 X 0 0 0 R CHRIS DOERR 1.30 X 0 0 0 RICHARD PIERPONT 1.30 X 0 0 0 HOLLY BRYAN 40.00 X 72100 0 11548 STACY RIDENHOUR 40.00 X 105000 0 20179 PATRICIA MANCO 1.30 X 0 0 0 JIM VAN VLECK 1.30 X 0 0 0 HALCYON E SKINNER 1.30 X 0 0 0 JAMES A HEINZ 1.30 X 0 0 0 CLARISSA CHANDLER 1.30 X 0 0 0 J F BRYAN IV 1.30 X 0 0 0 MARTHA BARRETT 1.30 X 0 0 0 FREDERICK W SCHANTZ 1.30 X 0 0 0 WILL KETCHUM 1.30 X 0 0 0 LOUIS S RUSSO MD 1.30 X 0 0 0 FABIO MECHETTI 40.00 X 180000 0 25537 357100 0 57264 2 0 1 0 0 45500 373603 4281510 8084 4700613 INDOOR CONCERT SERIES 900099 2347071 2347071 YOUTH MUSIC PROGRAMS 900099 94891 94891 2441962 214917 214917 1555226 13656 1510400 27133 44826 -13477 31349 31349 248691 45500 153894 94797 94797 PROGRAM ADVERTISING RE 900099 100271 100271 OTHER INCOME 900099 32861 32861 133132 7616770 2441962 100271 373924 414364 289185 125179 4085393 3307130 553275 224988 175590 175590 636020 529045 75174 31801 387735 310873 57475 19387 27235 27235 840373 835866 4507 90802 86184 4618 180251 161026 19225 7361 7361 37200 21404 15796 86402 48943 37459 GUEST ARTISTS 584048 584048 CONCERT PRODUCTION COST 297707 297707 DEVELOPMENT & DONOR EXP 184799 184799 OTHER EXPENSES 72356 72356 8107636 6560817 1076719 470100 223400 93941 345995 84582 682978 603523 113147 246125 180063 220908 1473438 1441931 60910 31507 7560195 7440541 9166688 8721127 251369 265847 1090962 1155039 500000 468611 1842331 1889497 X 5747898 5273973 1576459 1557657 7324357 6831630 9166688 8721127 X -490866 -1861 X X 0 1 1 X 0 X 3738822 4724540 3275025 4451084 4426431 20615902 3738822 4724540 3275025 4451084 4426431 20615902 2678015 17937887 320468 285528 214229 263620 259743 1343588 168558 175795 184297 137601 133132 799383 22758873 14510375 0.78820 0.71830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7806417 240484 378008 69801 7599092 7068514 200000 930463 349722 42838 7806417 7848230 -182262 573888 23566 7068514 1.00000 0 0 344953 344953 0 734888 723118 11770 393597 373860 19737 31507 CORPORATE BONDS 1769571 F CORPORATE STOCK 2015372 F FEDERAL FARM CREDIT BANK BONDS 53281 F MERRILL LYNCH MONEY MARKET ACCOUNT 89289 F MUTUAL FUNDS - FIXED INCOME 1429949 F REGIONS MONEY MARKET ACCOUNT 15478 F SUNTRUST CERTIFICATE OF DEPOSIT 1230372 F SUNTRUST MONEY MARKET ACCOUNTS 382256 F US TREASURY BONDS 274277 F US TREASURY NOTES 153492 F WELLS FARGO MONEY MARKET ACCOUNT 27204 F 7440541 LINE OF CREDIT 468611 468611 7616770 8107636 -490866 -1861 -1861 -492727 8124016 -1861 328080 181027 507246 7616770 0 7616770 8616743 328080 181027 509107 8107636 0 8107636 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 153,894. EXPENSES RELATED TO MERCHANDISE SALES INCLUDED ON PAGE 9, PART VIII, LINE 7B 27,133. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO FUNDRASING EVENTS INCLUDED ON PAGE 9, PART VIII, LN 8B 153,894. EXPENSES RELATED TO MERCHANDISE SALES INCLUDED ON PAGE 9, PART VIII, LINE 7B 27,133. 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. SYMPHONY SHOWHOUSE 104544 45500 59044 44224 RHAPSODY ON THE RUN 52715 52715 31198 14 136932 136932 78472 294191 45500 248691 153894 153894 94797 X 0 0 0 0 0 0 0 0 0 FABIO MECHETTI 180000 0 0 0 0 0 0 0 25537 0 205537 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 LOSSES ON INVESTMENTS: -1,861. 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 0