2011-01-24T09:11:21-06:00 2010-06-30 LBA Certified Public Accountants PA 501 RIVERSIDE AVENUE SUITE 800 JACKSONVILLE FL 322024939 990 2009-07-01 596002520 Jacksonville Symphony Association Inc JACK 9043545479 300 WEST WATER STREET No 200 JACKSONVILLE FL 32202 HOLLY BRYAN 9043545479 2011-01-10 1 9043964015 2009 2016-02-24 21:20:13Z STACY RIDENHOUR 300 WEST WATER STREET No 200 JACKSONVILLE FL 32202 8787638 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. 51 51 274 1445 94439 0 3660938 4343201 3155252 2845844 205479 263620 295804 250841 7317473 7703506 0 0 5380832 5516123 0 449595 2169573 2322595 7550405 7838718 -232932 -135212 8378764 9166688 1563949 1842331 6814815 7324357 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 6147189 2752066 INDOOR CONCERT SERIES 128078 93778 youth music program 6275267 1 1 0 0 0 0 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 1 40 0 1 274 1 1 1 0 0 0 0 1 1 0 51 51 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 Fred Gieg 1.00 X X 0 0 0 Clay B CHIP TOUSEY 1.00 X 0 0 0 Joseph A Nicosia 1.00 X 0 0 0 BILL JOHNSON 1.00 X X 0 0 0 R Chris Doerr 3.00 X X 0 0 0 Richard Pierpont 1.00 X X 0 0 0 ANNe Hopkins PhD 1.00 X 0 0 0 Danny B Berenberg 1.00 X 0 0 0 Elizabeth Lovett Colledg 1.00 X 0 0 0 Gilchrist Berg 1.00 X 0 0 0 HW GOODALL 1.00 X 0 0 0 John Donahoo Jr 1.00 X 0 0 0 John S Billings 1.00 X 0 0 0 Karl Halbach 1.00 X 0 0 0 Leonard B Curry 1.00 X 0 0 0 LYNN ALLIGOOD 1.00 X 0 0 0 MARGARET GOMEZ 1.00 X 0 0 0 MARTHA BARRETT 1.00 X 0 0 0 Martin F Connor III 1.00 X 0 0 0 Michael Hightower 1.00 X 0 0 0 Michael T Boylan 1.00 X 0 0 0 Ronnie A Ferguson 1.00 X 0 0 0 Sandra Sue Ashby 1.00 X 0 0 0 TONI PORTERFIELD 1.00 X 0 0 0 William Hecht 1.00 X 0 0 0 Alan L Stinson 1.00 X 0 0 0 ANNE L LUFRANO PHD 1.00 X 0 0 0 Brad King 1.00 X 0 0 0 Charles L Zink 1.00 X 0 0 0 Dori Walton 1.00 X 0 0 0 Eugene B Wolchok MD 1.00 X 0 0 0 Joseph A Marasco MD 1.00 X 0 0 0 Lisa Palmer 1.00 X 0 0 0 Mary Ellen Smith 1.00 X 0 0 0 Matthew S McAfee 1.00 X 0 0 0 R Travis Storey 1.00 X 0 0 0 Robert Tonsfeldt 1.00 X 0 0 0 Ronald Townsend 1.00 X 0 0 0 Ross T Krueger MD 1.00 X 0 0 0 BRENDA PRIESTLY JACKSON X 0 0 0 Jane Condon X 0 0 0 THE HONORABLE JACOB WEBB X 0 0 0 Ed Pratt-Dannals X 0 0 0 John Delaney X 0 0 0 Kerry D Romesburg PhD X 0 0 0 Robert Arleigh White X 0 0 0 Steven R Wallace PhD X 0 0 0 THE HONORABLE AUDREY GIB X 0 0 0 The Honorable John S Pe X 0 0 0 Walter M Lee III X 0 0 0 Anita Geiger 2.00 X X 0 0 0 James H Winston X 0 0 0 Mary Carr Patton X 0 0 0 Robert E Jacoby X 0 0 0 Arthur W Milam X 0 0 0 David W Foerster X 0 0 0 Frances Bartlett Kinne X 0 0 0 John L Georgas X 0 0 0 Mrs J E Davis X 0 0 0 Mrs Robert D Davis X 0 0 0 Preston H Haskell X 0 0 0 Jay Stein X 0 0 0 JIM VAN VLECK 1.00 X X 0 0 0 JESSICA SMITH 1.00 X 0 0 0 Deborah Heller 1.00 X 0 0 0 Peter B Wright 1.00 X 0 0 0 Halcyon E Skinner 1.00 X X 0 0 0 James A Heinz 1.00 X X 0 0 0 C William Buchholz 1.00 X X 0 0 0 Clarissa Chandler 1.00 X X 0 0 0 J F Bryan IV 1.00 X X 0 0 0 Frederick W Schantz 1.00 X X 0 0 0 CARL N CANNON 1.00 X X 0 0 0 Will Ketchum 1.00 X X 0 0 0 LOUIS S RUSSO MD 1.00 X X 0 0 0 Holly Bryan 40.00 X 70713 0 5324 STACY RIDENHOUR 40.00 X 102981 0 13418 Fabio Mechetti 40.00 X 190000 0 13469 363694 0 32211 2 0 1 0 0 53357 497247 3792597 4343201 INDOOR CONCERT SERIES 900099 2752066 2752066 YOUTH MUSIC PROGRAMS 900099 93778 93778 2845844 231286 231286 910151 20658 882733 15742 27418 4916 32334 32334 299422 53357 185657 113765 113765 PROGRAM ADVERTISING RE 900099 94439 94439 OTHER INCOME 900099 42637 42637 137076 7703506 2845844 94439 420022 319868 203469 116399 4078018 3295805 582114 200099 162044 162044 579958 479912 71048 28998 376235 301650 55773 18812 22300 22300 654554 645956 8598 110967 74895 36072 7781 7781 56542 27808 28734 78760 39382 39378 GUEST ARTISTS 598417 598417 CONCERT PRODUCTION COST 360532 360532 Rent 182871 160292 22579 DEVELOPMENT & DONOR EXP 157016 157016 telephone 26209 26209 66646 66646 7838718 6275267 1113856 449595 290435 223400 86092 345995 688535 682978 80659 113147 145641 180063 1472408 1411498 96877 60910 6990525 7560195 8378764 9166688 253530 251369 1310419 1090962 0 500000 1563949 1842331 X 5128866 5747898 1685949 1576459 6814815 7324357 8378764 9166688 X 0 1 1 X 0 X 3786061 3738822 4724540 3275025 4451084 19975532 3786061 3738822 4724540 3275025 4451084 19975532 4142168 15833364 317476 320468 285528 214229 263620 1401321 168558 175795 184297 137601 666251 22043104 15391873 0.71830 0.75290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7068514 200000 930463 349722 42838 7806417 7848230 -182262 573888 23566 7068514 1.00000 0 0 344953 344387 566 734888 707888 27000 392567 359223 33344 60910 Bank of America Money Market 78890 F Corporate Bonds 1919068 F Corporate Stock 1833066 F Federal Farm Credit Bank Bonds 53938 F Merrill Lynch Money Market Account 10373 F MUTUAL FUNDS - FIXED INCOME 1340281 F REGIONS MONEY MARKET ACCOUNT 15470 F SUNTRUST CERTIFICATE OF DEPOSIT 1213269 F Suntrust Money Market Accounts 419922 F US Treasury Bonds 450118 F US Treasury Notes 210016 F Wachovia Money Market Account 15784 F 7560195 LINE OF CREDIT 500000 500000 7703506 7838718 -135212 672268 -27514 644754 509542 8834082 672268 256909 201399 1130576 7703506 0 7703506 8324540 256909 228913 485822 7838718 0 7838718 Part V, Line 4: Description of Intended Use of Endowment Funds: The Endowment Fund represents funds that are either designated for a particular use by the Board of Directors or are subject to restrictions by the donor or grantor. Income from endowment investments may be used for support of Association operations. Part XI, Line 8 - Other Adjustments: TRANSFER FROM JACKSONVILLE COMMUNITY FOUNDATION: -27514. Part XII, Line 2d - Other Adjustments: EXPENSES RELATED TO FUNDRAISING EVENTS INCLUDED ON PAGE 9, PART VIII, LN 8B: 185657. EXPENSES RELATED TO MERCHANDISE SALES INCLUDED ON PAGE 9, PART VIII, LINE 7B: 15742. Part XIII, Line 2d - Other Adjustments: EXPENSES RELATED TO FUNDRASING EVENTS INCLUDED ON PAGE 9, PART VIII, LN 8B: 185657. EXPENSES RELATED TO MERCHANDISE SALES INCLUDED ON PAGE 9, PART VIII, LINE 7B: 15742. ENDOWMENTS FUNDS TRANSFERRED TO JACKSONVILLE COMMUNITY FOUNDATION: 27514. 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 146488 53357 93131 78995 TIMUQUANA POPS 60577 60577 35014 4 145714 145714 71648 352779 53357 299422 185657 185657 113765 X 0 0 0 0 0 0 0 0 0 Fabio Mechetti 190000 0 0 0 0 0 0 0 13469 0 203469 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. FORM 990, PART XI, 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) 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