2024-05-13T14:56:17-05:00 2023-06-30 650129793 WILTSHIRE WHITLEY RICHARDSON ENGLISH PA 5249 SUMMERLIN COMMONS BLVD STE 100 FORT MYERS FL 33907 990 2022-07-01 591350404 SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC SOUT 2394180996 7500 COLLEGE PARKWAY SUITE 200 FORT MYERS FL 33907 AMY GINSBURG EXECUTIVE DIRECTOR 2394180996 2024-05-13 1 AMY GINSBURG 999009999 1 JOSEPH L D'AMBROSIO CPA P01312424 2393349191 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMY GINSBURG 7500 COLLEGE PARKWAY SUITE 200 FORT MYERS FL 33919 1869037 0 X WWW.SWFLSO.ORG X 1961 FL WE ASPIRE TO BE THE PREMIER MUSIC ORGANIZATION SERVING OUR COMMUNITIES BY PROVIDING QUALITY, PROFESSIONAL PERFORMANCES AND EDUCATIONAL OPPORTUNITIES. 17 17 139 75 0 0 885641 1414964 371606 417302 54 196 23811 16544 1281112 1849006 0 325000 0 0 778626 876590 0 0 908 353849 659283 1132475 1860873 148637 -11867 3246003 3201049 271319 208510 2974684 2992539 X WE ASPIRE TO BE THE PREMIER MUSIC ORGANIZATION SERVING OUR COMMUNITIES BY PROVIDING QUALITY, PROFESSIONAL PERFORMANCES AND EDUCATIONAL OPPORTUNITIES. 0 0 1580740 325000 417302 THE MISSION OF THE SOUTHWEST FLORIDA SYMPHONY IS TO PRESENT OUTSTANDING MUSIC FOR THE ENTERTAINMENT, ENRICHMENT AND EDUCATION OF THE BROADEST POSSIBLE PUBLIC. WE ACCOMPLISH THIS MISSION BY PROVIDING THE HIGHEST CALIBER OF PROFESSIONAL SYMPHONIC PERFORMANCES, MADE ACCESSIBLE TO THE ENTIRE COMMUNITY AND BEYOND. THE SYMPHONY EMPLOYS AN INTERNATIONALLY ACCLAIMED MUSIC DIRECTOR/CONDUCTOR, 70 WORLD-CLASS MUSICIANS AND BRINGS EXEMPLARY GUEST ARTISTS TO LEE COUNTY, FLORIDA. A PROFESSIONAL SYMPHONY ORCHESTRA IS THE CORNERSTONE OF ARTS AND CULTURE IN ANY COMMUNITY. THROUGH ITS EVER-EXPANDING FOOTPRINT AND RICH HISTORY IN SOUTHWEST FLORIDA, THE SOUTHWEST FLORIDA SYMPHONY SIGNIFICANTLY ENHANCES THE QUALITY OF THE COMMUNITY. THE SOUTHWEST FLORIDA SYMPHONY ALSO PROVIDES EDUCATIONAL OPPORTUNITIES FOR CHILDREN OF ALL AGES, UP TO AND INCLUDING COLLEGE STUDENTS AND ADULTS, THROUGH ITS BROAD EDUCATIONAL PROGRAMS. MAJORS FOR MINORS IS A PROGRAM THAT MARRIES DONOR ENGAGEMENT WITH "REVERSE FIELD TRIPS," BRINGING PROFESSIONAL ORCHESTRAL ENSEMBLES TO ELEMENTARY SCHOOLS THROUGHOUT LEE COUNTY, FLORIDA. THIS PROGRAM IS PRIMARILY FUNDED THROUGH INDIVIDUAL DONORS WHO ARE INVITED TO ATTEND THESE SCHOOLS IN ORDER TO SEE THEIR INVESTMENT IN THE SYMPHONY WORK. IN ADDITION TO ESTABLISHING AND DEEPENING THOSE RELATIONSHIPS, MAJORS AND MINORS FILLS THE ARTS EDUCATION VOID LEFT BY REDUCED OR ELIMINATED GOVERNMENTAL FUNDING FOR THOSE PROGRAMS AND ENHANCES STANDARD CURRICULUM.THE SYMPHONY'S YOUTH ORCHESTRA PROGRAMS PROVIDE PUBLIC PERFORMANCE OPPORTUNITIES, TEAM BUILDING SKILLS AND INSTRUMENTAL INSTRUCTION DELIVERED BY THE ORCHESTRA'S PROFESSIONAL MUSICIANS TO 100 STUDENTS RANGING FROM 6TH TO 12TH GRADE EACH SCHOOL YEAR. OTHER LIFELONG LEARNING OPPORTUNITIES INCLUDE THE SYMPHONY'S ANNUAL YOUNG PEOPLE'S CONCERT, WHICH IS A FIELD TRIP THAT BRINGS LEE COUNTY 5TH GRADERS TO BARBARA B. MANN PERFORMING ARTS HALL EACH SPRING FOR A FULL SYMPHONIC PERFORMANCE EXPERIENCE. OTHER EDUCATION INITIATIVES INCLUDE CONDUCTOR AND GUEST ARTIST LED PRE-CONCERT LECTURES, FREE TICKETS FOR DISADVANTAGED COMMUNITY MEMBERS, $5 STUDENT RUSH TICKETS, THE DISCOVERY CLUB PROGRAM, WHICH PROVIDES MEMBER STUDENTS AND TWO GUESTS WITH $5 CONCERT TICKETS AND MASTER CLASSES OFFERED BY VISITING GUEST ARTISTS AT LOCAL HIGH SCHOOLS, COLLEGES AND UNIVERSITIES.THE SYMPHONY BRINGS PERFORMANCES, EDUCTION AND OUTREACH INITIATIVES TO EVERY CORNER OF LEE COUNTY, FLORIDA, WITHIN ITS POWER TO ENSURE THAT PROFESSIONAL SYMPHONIC MUSIC IS AVAILABLE TO EVERYONE WHO DESIRES ACCESS, REGARDLESS OF ABILITY TO PAY ADMISSION OR TRAVEL TO PERFORMANCES, BRINGING THE HISTORY OF MUSIC TO LIFE FOR EVERYONE WITHIN ITS REACH. 1580740 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 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 139 1 0 0 0 0 0 0 0 0 0 0 X 17 17 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 0 1 1 0 FL X X X THE ORGANIZATION 2394180996 7500 COLLEGE PARKWAY SUITE 200 FORT MYERS FL 33907 JOVANA BATOVIC TRUSTEE 1.00 X 0 0 0 ALEXANDRA BREMNER TRUSTEE 1.00 X 0 0 0 JOE BROUGHTON VICE PRESIDENT 1.00 X X 0 0 0 JEFF CULL TRUSTEE 1.00 X 0 0 0 ROBERT E DIEFENBACH TRUSTEE 1.00 X 0 0 0 ELLIE FOX TRUSTEE 1.00 X 0 0 0 ANNE KIMBALL TRUSTEE 1.00 X 0 0 0 LIZ MARNUL TRUSTEE 1.00 X 0 0 0 JACK MARTIN TRUSTEE 1.00 X 0 0 0 GARY NIETHAMER TRUSTEE 1.00 X 0 0 0 REINA SCHLAGER SECRETARY 1.00 X X 0 0 0 BOB SHORT TRUSTEE 1.00 X 0 0 0 J THOMAS UHLER PRESIDENT 1.00 X X 0 0 0 ANNE WARDLOW TRUSTEE 1.00 X 0 0 0 RACHEL KADUK TREASURER 1.00 X X 0 0 0 JAN HLADIK TRUSTEE 1.00 X 0 0 0 COREY VERTICH TRUSTEE 1.00 X 0 0 0 AMY GINSBURG EXECUTIVE DIRECTOR 40.00 X 80299 0 0 80299 0 0 0 0 0 0 0 6950 3200 398000 145788 861026 1414964 CONCERT TICKET SALES 711130 417302 417302 417302 196 196 36575 3200 20031 16544 16544 1849006 417302 0 16740 325000 325000 87650 52590 35060 709261 557662 151599 21050 14826 6224 58629 41295 17334 6672 6672 31600 21600 10000 122925 122925 128204 128204 42232 24433 16891 908 13640 4437 9203 177967 151153 26814 17253 16363 890 3658 3658 1850 900 950 18508 18001 507 PRODUCTION COSTS 75523 75523 EDUCATION EXPENSES 12801 12801 DUES, LICENSES AND SUBS 6450 6355 95 1860873 1580740 279225 908 170510 154877 15294 15463 73374 6000 3468 3881 86407 77528 11568 8879 2961289 2984636 10500 27313 3246003 3201049 46446 27510 78444 64710 122222 116290 24207 0 271319 208510 X 3423935 2978103 -449251 14436 2974684 2992539 3246003 3201049 X -11867 4921 24801 X X 0 1 X 1 0 X 886239 1030439 556091 544965 1414964 4432698 604844 471641 25725 410288 417302 1929800 16544 16544 1491083 1502080 581816 955253 1848810 6379042 227308 83500 109202 137900 398000 955910 0 227308 83500 109202 137900 398000 955910 5423132 11854 1235 54 196 13339 11854 1235 54 196 13339 1502937 1502080 583051 955307 1849006 6392381 0.84840 0.88170 0.00210 0.00540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2898185 353910 323681 415000 4302 3156474 3472918 31600 -381494 219650 5189 2898185 298842 -182996 115102 744 298842 298842 390656 5731 94437 3108 298842 0.94556 0.05444 1 1 1 86407 77528 8879 8879 INTEREST IN NET ASSETS OF SWFL SYMPHONY ENDOWMENT FOUNDATION - FIDELITY 2984636 F 2984636 X 1849006 0 1849006 0 1849006 1860873 0 1860873 0 1860873 PART V, LINE 4: TO PROVIDE ORCHESTRA AND CHORUS PERFORMANCES AND EDUCATIONAL PROGRAMS FOR THE SOUTHWEST FLORIDA COMMUNITY. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS A NOT-FOR-PROFIT FLORIDA CORPORATION AND THEREFORE IS NOT SUBJECT TO STATE INCOME TAXES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS TAXABLE INCOME, HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. CERTAIN INCOME TAX RETURNS FILED BY THE ORGANIZATION REMAIN OPEN TO EXAMINATION BY THESE GOVERNMENT AGENCIES. THE ORGANIZATION FOLLOWS FASB ASC TOPIC 740, INCOME TAXES, IN ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND ANY ESTIMATES UTILIZED IN ITS TAX RETURNS, AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS WILL BE RECOGNIZED IN INCOME TAX EXPENSE, IF REQUIRED. FOR THE LOVE OF MUSIC GALA 20440 3200 17240 8242 FASHION SHOW 7157 7157 2764 3 12178 12178 9025 39775 3200 36575 20031 20031 16544 0 SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC 7500 COLLEGE PARKWAY SUITE 200 FORT MYERS FL 33907 800030849 501(C)3 325000 0 FUND ENDOWMENT WITH LEGACY GIFTS RECEIVED FROM DONORS 1 FLORIDA WEEKLY BOARD MEMBER 4581 ADVERTISING 0 FORM 990, PART VI, SECTION A, LINE 2 JOE BROUGHTON, VICE PRESIDENT, IS MARRIED TO NORA LASTRE-BROUGHTON, GENERAL MANAGER. FORM 990, PART VI, SECTION A, LINE 7A ARTICLE XII PROVIDES THAT AT THE ANNUAL MEETING THE MEMBERSHIP SHALL ELECT MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS FIRST REVIEWED BY THE FINANCE COMMITTEE AND THEN THE EXECUTIVE BOARD. COPIES OF THE FORM 990 ARE THEN SENT TO EACH TRUSTEE. FORM 990, PART VI, SECTION B, 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. FORM 990, PART VI, SECTION B, LINE 15 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. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE ORGANIZATION'S WEBSITE AND THROUGH GUIDESTAR. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF SWFL SYMPHONY ENDOWMENT FOUNDATION 24,801. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC 7500 COLLEGE PARKWAY SUITE 200 FORT MYERS FL 33907 800030849 ENDOWMENT MANAGEMENT FL 501(C)(3) LINE 12C, III-FI 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC C 398000 CASH SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC B 325000 CASH SOUTHWEST FLORIDA SYMPHONY ENDOWMENT FOUNDATION INC Q 1864 CASH