2011-11-15T14:58:10-06:00 2011-06-30 HUGHES SNELL & CO PA 1470 ROYAL PALM SQUARE BLVD FORT MYERS FL 339191049 990 2010-07-01 591350404 THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOC INC SOUT 2394180996 12651 MCGREGOR BLVD 4-403 FORT MYERS FL 33919 JOHN E HUDSON 2394180996 2011-11-15 true SHARON M THOMPSON 2399392233 2011-11-15 2010 2016-02-24 21:20:13Z 1963011 false X WWW.SWFLSO.ORG X 1961 THE SYMPHONY AND ITS FAMILY OF AFFILIATES ARE COMMITTED TO SHARING THEIR PASSION FOR MUSIC WITH THE ENTIRE SOUTHWEST FLORIDA COMMUNITY THROUGH CONTINUOUS IMPROVEMENT OF THE ARTISTIC QUALITY, PROGRAMMATIC BREADTH AND CULTURAL RELEVANCE OF OUR CONCERT PROGRAMS AND PRESENTATIONS. WE ARE DETERMINED TO ACCOMPLISH THIS MISSION BY CREATING AN INFRASTRUCTURE OF EDUCATIONAL PROGRAMS, INSTITUTIONAL SUPPORT AND PERSONAL PARTICIPATION THAT WE CAN BUILD UPON WITH PRIDE IN THE 21ST CENTURY. 20 20 195 340 0 520430 1067786 615646 552379 -14909 13676 187841 329170 1309008 1963011 0 0 567943 499431 0 174840 1055416 1055720 1623359 1555151 -314351 407860 822250 987851 692823 375403 129427 612448 X THE SYMPHONY AND ITS FAMILY OF AFFILIATES ARE COMMITTED TO SHARING THEIR PASSION FOR MUSIC WITH THE ENTIRE SOUTHWEST FLORIDA COMMUNITY THROUGH CONTINUOUS IMPROVEMENT OF THE ARTISTIC QUALITY, PROGRAMMATIC BREADTH AND CULTURAL RELEVANCE OF OUR CONCERT PROGRAMS AND PRESENTATIONS. WE ARE DETERMINED TO ACCOMPLISH THIS MISSION BY CREATING AN INFRASTRUCTURE OF EDUCATIONAL PROGRAMS, INSTITUTIONAL SUPPORT AND PERSONAL PARTICIPATION THAT WE CAN BUILD UPON WITH PRIDE IN THE 21ST CENTURY. false false 1094148 1963011 THE MISSION IS TO PROVIDE ORCHESTRA AND CHORUS PERFORMANCES AND EDUCATION PROGRAMS FOR THE SOUTHWEST FLORIDA COMMUNITY. THE ORCHESTRA PRESENTS CLASSICAL, POPS AND CHAMBER ORCHESTRA PROGRAMS. THE ORGANIZATION'S COMMITMENT TO EDUCATION IS DEMONSTRATED THROUGH SUPPORT OF VARIOUS PROGRAMS: A YOUTH ORCHESTRA PROGRAM THAT INCLUDES A FULL YOUTH SYMPHONY, A STRING ENSEMBLE AND CHAMBER ENSEMBLES; A STRING QUARTET, BRASS QUINTET AND PERCUSSION TRIO THAT PRESENT FREE EDUCATIONAL PROGRAMS IN THE LOCAL SCHOOLS; EACH YEAR THE ORCHESTRA HOSTS A YOUNG ARTIST'S COMPETITION AS WELL AS OFFERING VARIOUS SCHOLARSHIP OPPORTUNITIES; THE ORCHESTRA PROVIDES HUNDREDS OF FREE TICKETS TO DISADVANTAGED YOUTH. THE SYMPHONY SOCIETY CONSISTS OF MORE THAN 300 VOLUNTEERS WHO WORK TIRELESSLY IN SUPPORT OF THE ORCHESTRA AND ITS PROGRAMS. 1094148 true true false false false false false false false true true true false false true true false false false false false false false false true false false false false false false false false false false false false false false true false false false true false false false false true 21 0 195 true false false false false false true true false false false false X 20 20 false false false false true true false true true false false true true true true true true true true false FL X X THE SOUTHWEST FLORIDA SYMPHONY 2394180996 12651 MCGREGOR BOULEVARD BUILDING 4-403 FORT MYERS FL 33919 X ROBERT DIEFENBACH 1.00 X 0 0 0 BRUCE GALBRAITH 1.00 X X 0 0 0 ROBERT HICKS 1.00 X 0 0 0 DON KING 1.00 X X 0 0 0 CHRISTINE LA CROIX 1.00 X X 0 0 0 DOROTHY MUNSCH 1.00 X 0 0 0 JB NOVELLI 1.00 X 0 0 0 CAROL S ROBINSON 1.00 X 0 0 0 PAMELA TEMPLETON 1.00 X 0 0 0 J THOMAS UHLER 1.00 X 0 0 0 REIKO NIIYA 1.00 X 0 0 0 ROBERT STEWART 1.00 X 0 0 0 JOHN E HUDSON 1.00 X X 0 0 0 KATHERINE CALDWELL 1.00 X 0 0 0 STEVEN GRANT 1.00 X 0 0 0 MARK HOROWITZ 1.00 X 0 0 0 MARY JACOBS 1.00 X 0 0 0 BRENDA SKUPNY 1.00 X 0 0 0 JACQUELINE VAN DUIJN 1.00 X 0 0 0 MICHAEL WHITT 1.00 X 0 0 0 false false false 11372 1056414 10000 1067786 CONCERT TICKET SALES 544289 544289 PROGRAM ADVERTISING 8090 8090 552379 13676 13676 313814 313814 MISCELLANEOUS INCOME 15356 15356 15356 1963011 552379 29032 391045 227476 86839 76730 45242 26318 10047 8877 63144 36732 14022 12390 10821 10821 19035 19035 66402 66402 196485 96012 86363 14110 118042 100442 12800 4800 29203 29203 4883 4883 5032 2134 2784 114 6449 6449 MUSICIANS & GUEST ARTISTS 437027 437027 SOCIETY FUNDRAISING EXP 57819 57819 COACHES & ACCOMPANISTS 24001 24001 MUSIC EXPENSES & FEES 23064 23064 BANK CHARGES & CREDIT CAR 17898 17898 39559 25337 14222 1555151 1094148 286163 174840 3098 45713 40907 121676 68605 51143 64482 46097 163128 107015 51144 56113 594014 667109 822250 987851 123458 60834 321155 287629 221270 26940 26940 692823 375403 X -468412 -59920 3825 5259 594014 667109 129427 612448 822250 987851 407860 75161 X true false true X false X 862997 991282 725064 520430 1067786 4167559 577223 667909 602925 771537 866193 3485787 31950 15356 47306 1440220 1659191 1327989 1323917 1949335 7700652 48587 37399 85986 562583 650824 589640 410465 515464 2728976 611170 650824 589640 410465 552863 2814962 4885690 23791 49335 479 14180 13676 101461 23791 49335 479 14180 13676 101461 1464011 1708526 1328468 1338097 1963011 7802113 0.62620 0.56550 0.01000 0.02000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true true 3415 1050 2365 149713 105965 43748 10000 10000 56113 COMMUNITY FOUNDATION 667109 F 667109 MANPEL CGA PAYABLE 26940 26940 LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X THE ASSOCIATION IS A NON-PROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE ASSOCIATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE ASSOCIATION REPORTS NO UNRELATED BUSINESS TAXABLE INCOME; HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED INCOME TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE ASSOCIATION HAS IMPLEMENTED ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, INCOME TAXES, AS IT RELATES TO UNCERTAIN TAX POSITIONS AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. CURRENTLY, THE 2007, 2008 AND 2009 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, THE ASSOCIATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE ASSOCIATION BEEN CONTACTED BY ANY TAX JURISDICTION. THE ASSOCIATION'S SIGNIFICANT TAX POSITIONS RELATE TO ITS NOT-FOR-PROFIT STATUS AND TO THE TAXABLE INCOME FROM UNRELATED BUSINESS ACTIVITIES. BASED ON AN EVALUATION OF THE ASSOCIATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEARS ENDED JUNE 30, 2011 AND 2010. SOCIETY FUNDRAI 313814 313814 313814 313814 313814 X 1 10000 FAIR MARKET VALUE false false false ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION THE SYMPHONY AND ITS FAMILY OF AFFILIATES ARE COMMITTED TO SHARING THEIR PASSION FOR MUSIC WITH THE ENTIRE SOUTHWEST FLORIDA COMMUNITY THROUGH CONTINUOUS IMPROVEMENT OF THE ARTISTIC QUALITY, PROGRAMMATIC BREADTH AND CULTURAL RELEVANCE OF OUR CONCERT PROGRAMS AND PRESENTATIONS. WE ARE DETERMINED TO ACCOMPLISH THIS MISSION BY CREATING AN INFRASTRUCTURE OF EDUCATIONAL PROGRAMS, INSTITUTIONAL SUPPORT AND PERSONAL PARTICIPATION THAT WE CAN BUILD UPON WITH PRIDE IN THE 21ST CENTURY. EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS FORM 990, PAGE 1, PART I, LINE 6 SOCIETY (VOLUNTEER ORGANIZATION) MEMBERSHIP PLUS YOUTH ORCHESTRA STUDENTS AND PARENT VOLUNTEERS. FIRST ACHIEVEMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A ORCHESTRA AND ITS PROGRAMS. CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PAGE 6, PART VI, LINE 6 ANY PERSON OR ENTITY WHICH MAKES A FINANCIAL CONTRIBUTION TO THE SOUTHWEST FLORIDA SYMPHONY IS CONSIDERED A MEMBER IN ACCORDANCE WITH ARTICLE VI OF THE BY-LAWS. ELECTION OF MEMBERS AND THEIR RIGHTS FORM 990, PAGE 6, PART VI, LINE 7A ARTICLE XII PROVIDES THAT AT THE ANNUAL MEETING THE MEMBERSHIP SHALL ELECT MEMBERS OF THE BOARD OF TRUSTEES OF THE CORPORATION. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS FIRST REVIEWED BY THE FINANCE COMMITTEE AND THEN THE EXECUTIVE BOARD. COPIES OF THE FORM 990 ARE SENT TO EACH TRUSTEE. A REPRESENTATIVE OF THE ACCOUNTING FIRM COMPLETING THE FORM ATTENDS A BOARD MEETING AND LEADS THE BOARD IN A REVIEW OF THE DOCUMENT PRIOR TO SUBMISSION. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C EACH YEAR TRUSTEES AND KEY EMPLOYEES MUST SIGN A DOCUMENT DISCLOSING ANY CONFLICTS OF INTEREST. THE PRESIDENT OVERSEES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE BOARD CONSIDERS COMPENSATION LEVELS FOR SIMILAR POSITIONS IN THE LOCAL COMMUNITY AS WELL AS SALARY DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS FOR ORCHESTRAS NATIONALLY WITH SIMILAR BUDGETS AND ACTIVITIES. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B THE EXECUTIVE BOARD CONSIDERS COMPENSATION LEVELS FOR SIMILAR POSITIONS IN THE LOCAL COMMUNITY AS WELL AS SALARY DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS FOR ORCHESTRAS NATIONALLY WITH SIMILAR BUDGETS AND ACTIVITIES. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 FINANICAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, THROUGH THE ORGANIZATION'S WEBSITE AT WWW.SWFLSO.ORG AND THROUGH AN ELECTRONIC DATABASE KNOWN AS GUIDESTAR. SW FL SYMPHONY ENDOWMENT FD INC 12651 MCGREGOR BLVD 4-403 FORT MYERS FL 33919 800030849 ENDOW MGMT FL 501C3 11C NA false false false false false false false false false false false false false false false false false false false