THE MUSIC FOUNDATION OF SOUTHWEST FLORIDA INC: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE MUSIC FOUNDATION OF SOUTHWEST FLORIDA INC (EIN 65-0264107)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-04
- IRS object ID
- 201503089349200900
- Schema version
- 2014v5.0
- 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 | 2015-11-04T12:12:15-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2392750057 | PhoneNum |
| Signature | 2015-10-27 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG R FOLK | PreparerPersonNm |
| PTIN | P00017430 | PTIN |
| Phone | 2394819696 | PhoneNum |
| Preparation | 2015-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.MUSIC-FOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $38,580 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $19,049 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $18,512 | ProgramServiceRevenueAmt |
| Investment Income | $1,019 | InvestmentIncomeAmt |
| Total Revenue | $38,580 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $1,725 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $16,419 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $1,176 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $13,806 | OtherExpensesTotalAmt |
| Total Expenses | $33,126 | TotalExpensesAmt |
| Excess Or Deficit For Year | $5,454 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $59,971 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,425 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,724 | BOYAmt |
| EOY | $25,178 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,247 | BOYAmt |
| EOY | $40,247 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,971 | BOYAmt |
| EOY | $65,425 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,971 | BOYAmt |
| EOY | $65,425 | 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 | $25,474 | |
| 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 | $1,443 | |
| BENEFIT RECITAL DINNER-SHOWCASED STUDENTS THAT THE FOUNDATION HAS HELPED - FUND RAISING | $3,200 | |
| GRANTS - PROVIDED INDIVIDUAL GRANTS TO SCHOOLS TO PURCHASE INSTRUMENTS FOR THE BAND PROGRAM OR SCHOLARSHIPS FOR HIRING TEACHERS GRANTS 1725 EXPENSES 1639 PROVIDED MUSIC LESSONS AND INSTRUMENT LOANS TO NEEDY AND TALENTED YOUNGSTERS | $2,367 | $1,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $32,484 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| RUTH CHRISTMAN | ||
| EXEC DIR | 4.00 | $0 |
| PATRICK NEUMAN | ||
| PRESIDENT | 1.00 | $0 |
| KATHY LIGHT | ||
| SECRETARY/TR | 1.00 | $0 |
| STACEY GOSSMAN | ||
| BOARD MEMBER | 1.00 | $0 |
| TOMMY FERLAZZO | ||
| BOARD MEMBER | 1.00 | $0 |
| BILL DAWSON | ||
| BOARD MEMBER | 1.00 | $0 |
| LINDSAY KOLLER | ||
| BOARD MEMBER | 1.00 | $0 |
| SANDY LANTZ | ||
| BOARD MEMBER | 1.00 | $0 |
| DOROTHY RODWELL | ||
| 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 | $22,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,049 | CurrentTaxYearAmt |
| Total | $106,794 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,432 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,774 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,495 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,512 | CurrentTaxYearAmt |
| Total | $112,128 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,717 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,561 | CurrentTaxYearAmt |
| Total | $218,922 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,660 | CurrentTaxYearMinus4YearsAmt |
| Total | $10,660 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,660 | CurrentTaxYearMinus4YearsAmt |
| Total | $10,660 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $208,262 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $233 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,019 | CurrentTaxYearAmt |
| Total | $2,713 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $233 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,019 | CurrentTaxYearAmt |
| Total | $2,713 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,043 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,580 | CurrentTaxYearAmt |
| Total | $221,635 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93970 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90390 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES PRINTING & PUBLICATIONS 80 PRINTING & PUBLICATIONS 13 PRINTING & PUBLICATIONS 27 PRINTING & PUBLICATIONS 13 BENEFIT RECITAL/DINNER 1,916 SUNCOAST SCHOOL INSTRUMEN 801 SUMMER CAMP EXPENSE 6,992 INSURANCE 1,662 INSURANCE 276 INSURANCE 553 INSURANCE 276 OFFICE SUPPLIES 402 OFFICE SUPPLIES 67 OFFICE SUPPLIES 134 OFFICE SUPPLIES 67 DUES & SUBSCRIPTIONS 28 DUES & SUBSCRIPTIONS 5 DUES & SUBSCRIPTIONS 9 DUES & SUBSCRIPTIONS 5 MANAGEMENT FEES 207 MANAGEMENT FEES 34 MANAGEMENT FEES 69 MANAGEMENT FEES 34 LICENSE & TAXES 81 LICENSE & TAXES 14 LICENSE & TAXES 27 LICENSE & TAXES 14 TOTAL 13,806 |
| FORM 990-EZ, PART II, LINE 24 | MUSIC INSTRUMENTS 40,247 40,247 TOTAL 40,247 40,247 |
| 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 1725 EXPENSES 1639 PROVIDED MUSIC LESSONS AND INSTRUMENT LOANS TO NEEDY AND TALENTED YOUNGSTERS |