FLORIDA WEST COAST SYMPHONY INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA WEST COAST SYMPHONY INC (EIN 59-2603081)
- Tax period
- 2018-08-01 to 2019-07-31
- Filed
- 2019-12-09
- IRS object ID
- 201943439349300864
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-09T13:28:03-06:00 | ReturnTs |
| Tax Period End | 2019-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULDIN & JENKINS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 MANATEE AVE W SUITE 1200 | AddressLine1Txt |
| City | BRADENTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592603081 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA WEST COAST SYMPHONY INC | BusinessNameLine1Txt |
| Business Name Line2 | D/B/A SARASOTA ORCHESTRA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 9419534252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 NORTH TAMIAMI TRAIL | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH MCKENNA | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9419534252 | PhoneNum |
| Signature | 2019-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN CARTER | PreparerPersonNm |
| PTIN | P00536712 | PTIN |
| Phone | 9417474483 | PhoneNum |
| Preparation | 2019-12-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.192.51.169 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-12-09 | IPDt |
| IP Tm | 07:52:49 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8DE5D87BF328BD94C2DCEB74A18820E5A606C518 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 20F1BC12898A5039543A3DEA22BB38D9B3C5C2D3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSEPH MCKENNA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 NORTH TAMIAMI TRAIL | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,609,313 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SARASOTAORCHESTRA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE SARASOTA ORCHESTRA IS TO ENGAGE, EDUCATE AND ENRICH OUR COMMUNITY THROUGH HIGH QUALITY LIVE MUSICAL EXPERIENCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 315 | TotalEmployeeCnt |
| Total Volunteers | 350 | TotalVolunteersCnt |
| Total Gross UBI | $8,193 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,118,386 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,616,731 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,869,627 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,910,599 | CYProgramServiceRevenueAmt |
| PY Investment Income | $153,418 | PYInvestmentIncomeAmt |
| CY Investment Income | $132,960 | CYInvestmentIncomeAmt |
| PY Other Revenue | $463,586 | PYOtherRevenueAmt |
| CY Other Revenue | $554,003 | CYOtherRevenueAmt |
| PY Total Revenue | $9,605,017 | PYTotalRevenueAmt |
| CY Total Revenue | $11,214,293 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $65,706 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $30,998 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,841,052 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,412,281 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $970,020 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,139,251 | PYOtherExpensesAmt |
| CY Other Expenses | $3,433,794 | CYOtherExpensesAmt |
| PY Total Expenses | $10,046,009 | PYTotalExpensesAmt |
| CY Total Expenses | $10,877,073 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$440,992 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $337,220 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,840,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,372,677 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,215,300 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,327,622 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,625,071 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,045,055 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE SARASOTA ORCHESTRA IS TO ENGAGE, EDUCATE AND ENRICH OUR COMMUNITY THROUGH HIGH QUALITY LIVE MUSICAL EXPERIENCES. SARASOTA ORCHESTRA IS COMMITTED TO ENGAGING OUR COMMUNITY WITH THE HIGHEST STANDARDS IN PERFORMING AND PROGRAMMING, OPERATING IN A CULTURE OF SERVICE, RESPECT AND COLLABORATION, AND PERFORMING CLASSICAL MUSIC AND WELCOMING GREAT MUSIC FROM OTHER GENRES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,296,252 | ExpenseAmt |
| Revenue | $3,435,830 | RevenueAmt |
| Desc | SARASOTA PROFESSIONAL ORCHESTRA CONCERT SEASON - THE PROFESSIONAL ORCHESTRA IS ONE OF AMERICA'S LEADING REGIONAL ORCHESTRAS PERFORMING A WIDE RANGE OF CLASSICAL, POPS, AND CHAMBER MUSIC CONCERTS. MORE THAN 88,000 PEOPLE EXPERIENCE OVER 100 LIVE MUSICIAL PERFORMANCES EACH SEASON. THE PROFESSIONAL ORCHESTRA FEATURES A 36 WEEK SEASON, FROM SEPTEMBER TO MAY, AND HAS 72 CONTRACTED MUSICIANS. OUTREACH PROGRAMS CONNECT WITH THE RESIDENTS AND YOUTH OF SARASOTA AND MANATEE COUNTIES, STRENTHENING THE COMMUNITY'S ARTISTIC PROFILE AND REPUTATION AS A CULTURE HUB IN FLORIDA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $882,073 | ExpenseAmt |
| Revenue | $297,513 | RevenueAmt |
| Desc | SARASOTA MUSIC FESTIVAL - THE SARASOTA MUSIC FESTIVAL IS ONE OF THE PREMIER TEACHING FESTIVALS FOCUSED ON CHAMBER MUSIC IN THE UNITED STATES. THROUGH A COMPETITIVE PROCESS, THE FESTIVAL ADMITS 62 OF THE MOST TALENTED COLLEGE-AGED, PRE-PROFESSIONAL MUSICIANS TO PARTICIPATE IN THREE WEEKS OF MASTER CLASSES AND COACHING SESSIONS, ALONG WITH PUBLIC ORCHESTRAL AND CHAMBER PERFORMANCES. THE INTERNATIONALLY ACCLAIMED FACULTY ARTISTS TEACH AND PERFORM. IN 2019 THERE WERE 13 TICKETED CONCERTS, ONE LECTURE AND PUBLIC ACCESS TO MASTER CLASSES AND OPEN REHEARSALS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $865,801 | ExpenseAmt |
| Grant | $30,998 | GrantAmt |
| Revenue | $177,256 | RevenueAmt |
| Desc | FOR 60 YEARS THE SARASOTA ORCHESTRA HAS SPONSORED A YOUTH ORCHESTRA PROGRAM CURRENTLY CONSISTING OF EIGHT ORCHESTRAS, FIVE STRING ORCHESTRAS, ONE WIND BAND AND TWO FULL ORCHESTRAS. THE YOUTH ORCHESTRAS MEET ONCE A WEEK FROM SEPTEMBER THROUGH APRIL AND PRESENT SIX CONCERTS THAT ARE FREE TO THE PUBLIC. THE SARASOTA ORCHESTRA ALSO PRESENTS A SUMMER MUSIC CAMP FOR TWO WEEKS EACH JULY. THE CAMP MEETS EVERY DAY (MONDAY-FRIDAY) AND CONCLUDES WITH A RECITAL FOR PARENTS AND THE PUBLIC TO ATTEND. TO INSURE ALL STUDENTS HAVE ACCESS TO MUSIC INSTRUCTION AND OUR PROGRAMS, THE SARASOTA ORCHESTRA PROVIDES TUITION, PRIVATE LESSON, SUMMER CAMP AND COLLEGE SCHOLARSHIPS. NEEDY STUDENTS ALSO HAVE THE OPPORTUNITY TO BORROW INSTRUMENTS FROM THE ORCHESTRA. OTHER PROGRAMS INCLUDE THE YOUNG PERSON'S CONCERT WHICH ENGAGES FOURTH AND FIFTH GRADERS FROM SARASOTA AND MANATEE SCHOOLS. THIS INCLUDES AN IN-SCHOOL PREPARATION CURRICULUM GUIDE AND CULMINATES IN A CONCERT HELD AT A PROFESSIONAL CONCERT VENUE BY THE PROFESSIONAL SARASOTA ORCHESTRA. THE CURRICULUM FOR THESE CONCERTS IS IN ALIGNMENT WITH THE FLORIDA AND NATIONAL EDUCATION STANDARDS. OTHER OUTREACH PROGRAMS INCLUDE ORCHESTRA MUSICIANS PERFORMING AND COACHING IN THE SCHOOLS AND OTHER COMMUNITY VENUES. THE TOTAL NUMBER OF CHILDREN AND FAMILY MEMBERS SERVED BY THE SARASOTA ORCHESTRA EDUCATIONAL PROGRAMMING IS MORE THAN 15,000. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,044,126 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 94 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 315 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHY WILSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9419534252 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 NORTH TAMIAMI TRAIL | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| DAVID STEVES | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TOM RYAN | |||||||
| CHAIR ELECT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ARNOLD HOFFMAN | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BILLY ROBINSON | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LOIS STULBERG | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GERRI AARON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK BUHSMER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE FOLSOM SMITH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE ESPOSITO | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK LANNAMANN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM KOSKI | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROSE-ANNE FRANO | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMMIE SANDOVAL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID GREEN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBIN SERBIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM WHEELER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHAS WOOD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL LEVINE | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD RIVERA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHY WILSON | |||||||
| SVP OF FINANCE & ADMINISTR | 40.00 | Yes (X) | $118,034 | $0 | $18,107 | ||
| JOSEPH MCKENNA | |||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | $179,532 | $0 | $28,812 | ||
| GORDON GREENFIELD | |||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $112,385 | $0 | $10,894 | ||
| ANU TALI | |||||||
| MUSIC DIRECTOR | 40.00 | $157,103 | $0 | $11,959 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $567,054 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $69,772 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRENZEBACH GLIER & ASSOCIATES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 775324 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | DEVELOPMENT CONSULTING/FEASIBILITY STUDY | ServicesDesc |
| Compensation | $108,470 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $164,890 | FundraisingAmt |
| Related Organizations | $1,301,233 | RelatedOrganizationsAmt |
| Government Grants | $688,476 | GovernmentGrantsAmt |
| All Other Contributions | $4,462,132 | AllOtherContributionsAmt |
| Total Contributions | $6,616,731 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SYMPHONY CONCERTS | 711130 | $3,067,461 | $3,067,461 |
| CONTRACT REVENUE | 711130 | $368,369 | $368,369 |
| MUSIC FESTIVAL | 711130 | $297,513 | $297,513 |
| MUSIC EDUCATION | 711130 | $177,256 | $177,256 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,910,599 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $135,352 | TotalRevenueColumnAmt |
| Exclusion | $135,352 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,741 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,361 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$10,620 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,620 | TotalRevenueColumnAmt |
| Exclusion | -$10,620 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,097,059 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,099,451 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,392 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,392 | TotalRevenueColumnAmt |
| Exclusion | -$2,392 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $689,105 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $164,890 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $267,061 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $422,044 | TotalRevenueColumnAmt |
| Exclusion | $422,044 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,821 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,147 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$326 | TotalRevenueColumnAmt |
| Exclusion | -$326 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER REVENUE | 900099 | $134,712 | $134,712 | |
| PROGRAM ROYALTIES | 511120 | $8,193 | $8,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $142,905 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,214,293 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,910,599 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,193 | UnrelatedBusinessRevenueAmt |
| Exclusion | $678,770 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,998 | TotalAmt |
| Program Services | $30,998 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $771,163 | TotalAmt |
| Program Services | $436,423 | ProgramServicesAmt |
| Management And General | $92,512 | ManagementAndGeneralAmt |
| Fundraising | $242,228 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,458,247 | TotalAmt |
| Program Services | $4,777,297 | ProgramServicesAmt |
| Management And General | $257,500 | ManagementAndGeneralAmt |
| Fundraising | $423,450 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,549 | TotalAmt |
| Program Services | $142,981 | ProgramServicesAmt |
| Management And General | $7,927 | ManagementAndGeneralAmt |
| Fundraising | $7,641 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,047 | TotalAmt |
| Program Services | $458,857 | ProgramServicesAmt |
| Management And General | $38,739 | ManagementAndGeneralAmt |
| Fundraising | $63,451 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,275 | TotalAmt |
| Program Services | $386,548 | ProgramServicesAmt |
| Management And General | $27,613 | ManagementAndGeneralAmt |
| Fundraising | $49,114 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,309 | TotalAmt |
| Program Services | $33,050 | ProgramServicesAmt |
| Management And General | $7,014 | ManagementAndGeneralAmt |
| Fundraising | $5,245 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,600 | TotalAmt |
| Program Services | $23,050 | ProgramServicesAmt |
| Management And General | $4,892 | ManagementAndGeneralAmt |
| Fundraising | $3,658 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,140 | TotalAmt |
| Management And General | $11,140 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,846 | TotalAmt |
| Program Services | $48,031 | ProgramServicesAmt |
| Management And General | $10,193 | ManagementAndGeneralAmt |
| Fundraising | $7,622 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,839 | TotalAmt |
| Program Services | $326,839 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,469 | TotalAmt |
| Program Services | $305,061 | ProgramServicesAmt |
| Management And General | $23,092 | ManagementAndGeneralAmt |
| Fundraising | $65,316 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,589 | TotalAmt |
| Program Services | $51,829 | ProgramServicesAmt |
| Management And General | $68,621 | ManagementAndGeneralAmt |
| Fundraising | $139 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $984,423 | TotalAmt |
| Program Services | $944,907 | ProgramServicesAmt |
| Management And General | $17,186 | ManagementAndGeneralAmt |
| Fundraising | $22,330 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,738 | TotalAmt |
| Program Services | $116,644 | ProgramServicesAmt |
| Management And General | $1,525 | ManagementAndGeneralAmt |
| Fundraising | $3,569 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,972 | TotalAmt |
| Program Services | $2,972 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,934 | TotalAmt |
| Program Services | $222,613 | ProgramServicesAmt |
| Management And General | $21,320 | ManagementAndGeneralAmt |
| Fundraising | $23,001 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER PRODUCTION EXPENS | $531,063 | $525,339 | $893 | $4,831 |
| WRITEOFF OF UNCOLLECTIB | $211,446 | $211,446 | ||
| FACULTY & STUDENT HOUSI | $157,993 | $157,993 | ||
| MISCELLANEOUS | $118,011 | $52,694 | $61,314 | $4,003 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,422 | TotalAmt |
| Fundraising | $44,422 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,877,073 | TotalAmt |
| Program Services | $9,044,126 | ProgramServicesAmt |
| Management And General | $862,927 | ManagementAndGeneralAmt |
| Fundraising | $970,020 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,603 | BOYAmt |
| EOY | $617,357 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,455 | BOYAmt |
| EOY | $1,939,841 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,765 | BOYAmt |
| EOY | $273,740 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,760,241 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,539 | BOYAmt |
| EOY | $166,019 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,132,222 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,786,269 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,327,597 | BOYAmt |
| EOY | $3,345,953 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,876,351 | BOYAmt |
| EOY | $3,405,767 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,820 | BOYAmt |
| EOY | $624,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,840,371 | BOYAmt |
| EOY | $10,372,677 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,730 | BOYAmt |
| EOY | $402,729 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,768,961 | BOYAmt |
| EOY | $1,871,138 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,609 | BOYAmt |
| EOY | $53,755 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,215,300 | BOYAmt |
| EOY | $2,327,622 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,759,896 | BOYAmt |
| EOY | $3,266,265 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065,175 | BOYAmt |
| EOY | $2,978,790 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,800,000 | BOYAmt |
| EOY | $1,800,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,625,071 | BOYAmt |
| EOY | $8,045,055 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,840,371 | BOYAmt |
| EOY | $10,372,677 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $337,220 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $90,966 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$8,202 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,613,321 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,548,617 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,940,470 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,118,386 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,616,731 | CurrentTaxYearAmt |
| Total | $25,837,525 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,613,321 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,548,617 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,940,470 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,118,386 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,616,731 | CurrentTaxYearAmt |
| Total | $25,837,525 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,197,775 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,639,750 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $147,008 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $146,032 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $152,655 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,093 | CurrentTaxYearAmt |
| Total | $728,579 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,823,415 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $134,712 | CurrentTaxYearAmt |
| Total | $2,145,368 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,711,472 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $21,693,852 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85820 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,850,916 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $25,800 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,876,716 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,907,497 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$56,581 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,850,916 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,830,588 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $76,909 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,907,497 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,827,633 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $87,474 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $84,519 | OtherExpendituresAmt |
| End Year Balance | $1,830,588 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,859,586 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $46,482 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $78,435 | OtherExpendituresAmt |
| End Year Balance | $1,827,633 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.95910 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04090 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,583,516 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,181,663 | DepreciationAmt |
| Book Value | $1,401,853 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,027,254 | OtherCostOrOtherBasisAmt |
| Depreciation | $604,606 | DepreciationAmt |
| Book Value | $422,648 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,521,452 | OtherCostOrOtherBasisAmt |
| Book Value | $1,521,452 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,345,953 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CRUT RECEIVABLE | $348,066 |
| LAND LEASE VALUE | $275,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $624,000 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,425,769 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $90,966 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $17,102 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $2,423,983 | OtherRevenueAmt |
| Revenue Not Reported | $2,532,051 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,893,718 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,140 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,309,435 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,320,575 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,214,293 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,178,604 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $17,102 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $295,569 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $312,671 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,865,933 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,140 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $11,140 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,877,073 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO SUPPORT THE FLORIDA WEST COAST SYMPHONY. |
| PART X, LINE 2: | THE ORGANIZATION QUALIFIES AS A CHARITABLE ORGANIZATION AS DEFINED BY INTERNAL REVENUE CODE SECTION 501(C)(3) AND, ACCORDINGLY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(A). HOWEVER, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON UNRELATED BUSINESS INCOME. FOR THE YEAR ENDED JULY 31, 2019, THE ORGANIZATION INCURRED NO INCOME TAX EXPENSE. IT IS THE ORGANIZATION'S POLICY TO ACCOUNT FOR ANY UNCERTAINTIES IN INCOME TAX LAW IN ACCORDANCE WITH FASB ASC 740-10 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ASC 740-10 CLARIFIES THE ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS AND REQUIRES THAT THE ORGANIZATION RECOGNIZE THE IMPACT OF SUCH A TAX POSITION IN ITS FINANCIAL STATEMENTS IF, UPON ULTIMATE SETTLEMENT, THAT POSITION IS MORE-LIKELY-THAN-NOT TO BE SUSTAINED. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS MAINTAINED ITS TAX-EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. AS A RESULT, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FILES A 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX FOR THE ORCHESTRA AND THE TRUST AND A 990-T EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN TO THE U.S. FEDERAL GOVERNMENT AND AN F-1120 FLORIDA CORPORATE INCOME/FRANCHISE TAX RETURN TO THE STATE OF FLORIDA FOR THE ORCHESTRA. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE FROM RELATED ORGANIZATION INCLUDED ON SEPARATE 990 2,128,414. RENTAL EXPENSES AND COST OF GOOD SOLD NETTED WITH REVENUE ON 990 28,508. SPECIAL EVENT EXPENSES NETTED WITH REVENUE ON 990 267,061. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS FROM RELATED ORGANIZATIONS 1,301,233. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 8,202. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES AND COST OF GOODS SOLD NETTED WITH REVENUE ON 990 28,508. SPECIAL EVENT EXPENSES NETTED WITH REVENUE ON 990 267,061. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BRUNCH | Event1Nm |
| Gross Receipts Event1 | $265,125 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $128,690 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $136,435 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $23,537 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,273 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,588 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $273,450 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $14,755 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $258,695 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $76,434 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,712 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $27,529 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $315,420 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $21,445 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $293,975 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $5,246 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $78,040 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $4,250 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $38,452 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $853,995 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $164,890 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $689,105 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,246 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $178,011 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $11,235 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $72,569 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $267,061 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $422,044 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| COLLEGE MUSIC EDUCATION SCHOLARSHIPS FOR INDIVIDUALS IN YOUTH ORCHESTRA | 6 | $9,000 |
| MUSIC CAMP SCHOLARSHIPS FOR INDIVIDUALS IN YOUTH ORCHESTRA | 12 | $5,130 |
| PRIVATE MUSIC LESSON SCHOLARSHIPS FOR INDIVIDUALS IN YOUTH ORCHESTRA | 41 | $14,868 |
| YOUNG ARTIST COMPETITION AWARDS | 7 | $1,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE AVAILABLE TO ELIGIBLE YOUTH ORCHESTRA PARTICIPANTS AND ARE MONITORED BY A COMMITTEE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH MCKENNA | ||||||||||||||
| PRESIDENT AND CEO | $175,932 | $0 | $0 | $0 | $3,600 | $0 | $17,099 | $0 | $11,713 | $0 | $208,344 | $0 | $0 | $0 |
| ANU TALI | ||||||||||||||
| MUSIC DIRECTOR | $157,103 | $0 | $0 | $0 | $0 | $0 | $4,763 | $0 | $7,196 | $0 | $169,062 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER AND CHIEF EXECUTIVE OFFICER. ADDITIONALLY, A COPY IS PROVIDED TO THE BOARD OF DIRECTORS REQUESTING REVIEW AND QUESTIONS TO BE COMPLETED BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR ALL BOARD MEMBERS FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE AND CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPARISON STUDIES ARE MADE FOR EACH POSITION TO SIMILAR POSITIONS IN LIKE NON-PROFIT ORGANIZATIONS. STUDIES ARE REVIEWED YEAR OF HIRE AND EACH YEAR WHEN DETERMINING ANNUAL COMPENSATION CHANGES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PLACES THE AUDITED FINANCIAL STATEMENT OF IT'S MOST RECENTLY COMPLETED FISCAL YEAR ON ITS WEBSITE AND MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -8,202. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION DID NOT CHANGE ITS AUDIT REVIEW PROCESS DURING THE YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA WEST COAST SYMPHONY INC ENDOWMENT TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 NORTH TAMIAMI TRAIL | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 326004523 | EIN |
| Primary Activities | TO HAVE HOLD AND MANAGE AN ENDOWMENT FUND FOR THE BENEFIT OF THE ORCHESTRA | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B, II | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |