Southwest Florida Symphony Orchestra And Chorus Association I
- Assets
- $2.6m
- Revenue
- $756.6k
- Investments
- $2.2m
- Employees
- 136
- Location
- Fort Myers, FL
- Founding
- 09/1966
- Data as of
- 06/2021
- EIN
- 59-1350404
Organization Overview
Southwest Florida Symphony Orchestra And Chorus Association I, operating under the name Association Inc, is located in Fort Myers, FL. The organization was established in 1966. According to its NTEE Classification (A68) the organization is classified as: Music, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 06/2021, Association Inc employed 136 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Association Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Association Inc generated $756.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (11.5%) each year. All expenses for the organization totaled $743.9k during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (13.4%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
WE ASPIRE TO BE THE PREMIER MUSIC ORGANIZATION SERVING OUR COMMUNITIES BY PROVIDING QUALITY, PROFESSIONAL, PERFORMANCES AND EDUCATIONAL OPPORTUNITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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. 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," BRINING PROFESSIONAL ORCHESTRAL ENSEMBLES TO ELEMENTARY SCHOOLS THROUGHOUT LEE COUNTY. 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 SKILSS 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, EDUCATION AND OUTREACH INITIATIVES TO EVERY CORNER OF LEE COUNTY 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.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Amy Ginsburg Executive Di | Officer | 40 | $70,320 |
Joe Broughton V. Pres | OfficerTrustee | 1 | $0 |
Jeff Cull V President | OfficerTrustee | 1 | $0 |
Reina Schlager Secretary | OfficerTrustee | 1 | $0 |
J Thomas Uhler Chairman | OfficerTrustee | 1 | $0 |
John Wright Treasurer | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $5,859 |
| Fundraising events | $72,789 |
| Related organizations | $0 |
| Government grants | $5,000 |
| All other contributions, gifts, grants, and similar amounts not included above | $651,943 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $735,591 |
| Total Program Service Revenue | $19,455 |
| Investment income | $1,235 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $1,292 |
| Net Income from Fundraising Events | -$7,290 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $756,553 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $70,320 |
| Compensation of current officers, directors, key employees. | $41,580 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $330,753 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $40,042 |
| Payroll taxes | $26,104 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $62,647 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $744 |
| Fees for services: Other | $41,172 |
| Advertising and promotion | $13,073 |
| Office expenses | $35,500 |
| Information technology | $20,549 |
| Royalties | $0 |
| Occupancy | $10,926 |
| Travel | $7,920 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $700 |
| Interest | $231 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $4,027 |
| Insurance | $19,258 |
| All other expenses | $10,138 |
| Total functional expenses | $743,908 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $368,624 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $13,039 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $2,109 |
| Net Land, buildings, and equipment | $3,042 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $2,246,695 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $10,304 |
| Total assets | $2,643,813 |
| Accounts payable and accrued expenses | $13,126 |
| Grants payable | $0 |
| Deferred revenue | $134,294 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $405,737 |
| Total liabilities | $553,157 |
| Net assets without donor restrictions | $1,659,521 |
| Net assets with donor restrictions | $431,135 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,643,813 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Southwest Florida Symphony Orchestra And Chorus Association I has recieved totaling $8,644.
| Awarding Organization | Amount |
|---|---|
Southwest Florida Community Foundation Inc Fort Myers, FL PURPOSE: GEN OP/ SPEC PRGM | $8,644 |
Endowment Analysis
| Beg. Balance | $298,842 |
| Earnings | -$182,996 |
| Admin Expense | $744 |
| Grants | $115,102 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Gasparilla Music Foundation Inc Tampa, FL | $1,064,591 | $5,545,638 |
Latin Grammy Cultural Foundation Doral, FL | $2,673,582 | $2,064,873 |
Florida West Coast Symphony Inc Endowment Tr Sarasota, FL | $31,410,388 | $1,333,679 |
Clearwater Jazz Holiday Foundation Inc Clearwater, FL | $1,252,742 | $1,598,944 |
Nu Deco Ensemble Inc Miami, FL | $264,007 | $1,216,119 |
Bach Festival Society Of Winter Park Winter Park, FL | $4,981,220 | $1,213,306 |
Community Arts Association In Newton County Inc Covington, GA | $760,838 | $850,953 |
Young Musicians Unite Inc Miami, FL | $743,271 | $986,222 |
Florida Smooth Jazz Foundation Inc Daytona Beach, FL | $674,500 | $806,903 |
Southwest Florida Symphony Orchestra And Chorus Association I Fort Myers, FL | $2,643,813 | $756,553 |
American Federation Of Musicians Of The Us & Canada Atlanta, GA | $1,564,619 | $594,918 |
Chamber Music Society Of Palm Beach Inc Palm Beach, FL | $369,109 | $714,588 |