THE MUSIC FOUNDATION OF SOUTHWEST FLORIDA INC: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE MUSIC FOUNDATION OF SOUTHWEST FLORIDA INC (EIN 65-0264107)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349206683
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T13:50:27-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650225494 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER HELMS & FOLK PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6326 WHISKEY CREEK DRIVE SUITE A | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650264107 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MUSIC FOUNDATION OF SW FLORIDA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUSI | BusinessNameControlTxt |
| Phone | 2392750057 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13300-56 S CLEVELAND AVE PMB 214 | AddressLine1Txt |
| City | FT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH CHRISTMAN | PersonNm |
| Person Title | EXEC DIR | PersonTitleTxt |
| Phone | 9412750057 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J MITCHELL GOGERTY | PreparerPersonNm |
| PTIN | P01215780 | PTIN |
| Phone | 2394819696 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.192.27.237 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 13:50:27 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AA32782BBD12387C5D7E08B4E7970C4E83CC5A79 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AA32782BBD12387C5D7E08B4E7970C4E83CC5A79 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.MUSIC-FOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $64,138 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $41,111 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $22,844 | ProgramServiceRevenueAmt |
| Investment Income | $183 | InvestmentIncomeAmt |
| Total Revenue | $64,138 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $6,515 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $3,116 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $1,432 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,194 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $36,014 | OtherExpensesTotalAmt |
| Total Expenses | $48,271 | TotalExpensesAmt |
| Excess Or Deficit For Year | $15,867 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $68,347 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $84,214 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,100 | BOYAmt |
| EOY | $24,083 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,247 | BOYAmt |
| EOY | $60,131 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,347 | BOYAmt |
| EOY | $84,214 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,347 | BOYAmt |
| EOY | $84,214 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | EXPOSE CHILDREN TO MUSIC | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|---|
| SUMMER CAMPS - SUMMER MUSIC INSTRUCTION FOR LEE COUNTY CHILDREN - OVER 250 CHILDREN BENEFITTED | $31,578 | |
| 5TH GRADE TRAVELING INSTRUMENTS-MAINTAIN 2 GROUPS OF VARIOUS MUSICAL INSTRUMENTS TO BE ROTATED TO THE 5TH GRADE CLASSES THROUGHOUT THE LEE COUNTY SCHOOL DISTRICT. REACHES APPROXIMATELY 4,000 STUDENTS | $2,839 | |
| BENEFIT RECITAL DINNER-SHOWCASED STUDENTS THAT THE FOUNDATION HAS HELPED - FUND RAISING | $4,012 | |
| GRANTS - PROVIDED INDIVIDUAL GRANTS TO SCHOOLS TO PURCHASE INSTRUMENTS FOR THE BAND PROGRAM OR SCHOLARSHIPS FOR HIRING TEACHERS GRANTS 6,515 EXPENSES 1,962 PROVIDED MUSIC LESSONS AND INSTRUMENT LOANS TO NEEDY AND TALENTED YOUNGSTERS | $8,477 | $6,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $46,906 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| RUTH CHRISTMAN | ||
| EXEC DIR | 4.00 | $0 |
| BILL DAWSON | ||
| PRESIDENT | 1.00 | $0 |
| STACEY GOSSMAN | ||
| BOARD MEMBER | 1.00 | $0 |
| SABRINA GRUBER | ||
| BOARD MEMBER | 1.00 | $0 |
| KATHY LIGHT | ||
| SECRETARY/TR | 3.00 | $0 |
| PATRICK NEUMAN | ||
| BOARD MEMBER | 2.00 | $0 |
| DOROTHY RODWELL | ||
| BOARD MEMBER | 3.00 | $0 |
| JASON THOMASHEFSKY | ||
| BOARD MEMBER | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH CHRISTMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13300-56 S CLEVELAND AVE PMB 214 | AddressLine1Txt |
| City | FT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2392750057 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,049 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,506 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,111 | CurrentTaxYearAmt |
| Total | $137,969 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,512 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,161 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,229 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,844 | CurrentTaxYearAmt |
| Total | $109,590 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,561 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,735 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,849 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,955 | CurrentTaxYearAmt |
| Total | $247,559 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $247,559 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,019 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $355 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $183 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $183 | CurrentTaxYearAmt |
| Total | $2,035 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,019 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $355 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $183 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $183 | CurrentTaxYearAmt |
| Total | $2,035 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,090 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,032 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,138 | CurrentTaxYearAmt |
| Total | $249,594 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99180 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98790 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | NAME: SCHOLARSHIPS CASH CONTRIBUTION: 6,515 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING 526 ADVERTISING 88 ADVERTISING 131 ADVERTISING 131 OFFICE SUPPLIES 114 OFFICE SUPPLIES 19 OFFICE SUPPLIES 29 OFFICE SUPPLIES 29 INSURANCE 1,541 INSURANCE 257 INSURANCE 385 INSURANCE 385 SUMMER CAMP EXPENSE 25,037 SUNCOAST SCHOOL INSTRUMEN 1,530 BENEFIT RECITAL/DINNER 2,050 MISC FEES 86 MISC FEES 14 MISC FEES 22 MISC FEES 78 LICENSE & TAXES 46 LICENSE & TAXES 8 LICENSE & TAXES 11 LICENSE & TAXES 11 EXECUTIVE DIRECTORS FEE 1,800 EXECUTIVE DIRECTORS FEE 300 EXECUTIVE DIRECTORS FEE 450 EXECUTIVE DIRECTORS FEE 450 BANK FEES 215 BANK FEES 36 BANK FEES 54 BANK FEES 54 DUES AND SUBSCRIPTIONS 76 DUES AND SUBSCRIPTIONS 13 DUES AND SUBSCRIPTIONS 19 DUES AND SUBSCRIPTIONS 19 TOTAL 36,014 |
| FORM 990-EZ, PART II, LINE 24 | MUSIC INSTRUMENTS 40,247 60,131 TOTAL 40,247 60,131 |
| FORM 990-EZ, PART III, LINE 29 | 5TH GRADE TRAVELING INSTRUMENTS-MAINTAIN 2 GROUPS OF VARIOUS MUSICAL INSTRUMENTS TO BE ROTATED TO THE 5TH GRADE CLASSES THROUGHOUT THE LEE COUNTY SCHOOL DISTRICT. REACHES APPROXIMATELY 4,000 STUDENTS |
| FORM 990-EZ, PART III, LINE 31 | GRANTS - PROVIDED INDIVIDUAL GRANTS TO SCHOOLS TO PURCHASE INSTRUMENTS FOR THE BAND PROGRAM OR SCHOLARSHIPS FOR HIRING TEACHERS GRANTS 6,515 EXPENSES 1,962 PROVIDED MUSIC LESSONS AND INSTRUMENT LOANS TO NEEDY AND TALENTED YOUNGSTERS |