Civic Intelligence

Jacksonville Symphony Foundation Inc

990 • Fiscal year 2014 • EIN 20-5180812

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 17, 2014

Organization ProfileN/A
300 West Water StreetSuite 20032202

(904) 354-5479

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

6th percentile

-42%

Higher net margin than 6% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

30th percentile

$77,199

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

61st percentile

6.1%

Faster asset growth than 61% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-36%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$8,465,228

Up $487,767 (+6.1%) from 2013

Net Assets

Up

$8,465,228

Up $487,767 (+6.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin6th percentile

Revenue

Down

$420,517

Down $238,803 (-36%) from 2013

Expenses

Up

$596,860

Up $212,216 (+55%) from 2013

Net Income

Down

-$176,343

Down $451,019 (-164%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $5,321,961Liabilities 2010: $1,030Net Assets 2010: $5,320,9312010Assets 2011: $6,567,864Liabilities 2011: $2,060Net Assets 2011: $6,565,8042011Assets 2012: $6,804,491Liabilities 2012: $0Net Assets 2012: $6,804,4912012Assets 2013: $7,977,461Liabilities 2013: $0Net Assets 2013: $7,977,4612013Assets 2014: $8,465,228Liabilities 2014: $0Net Assets 2014: $8,465,2282014Assets 2015: $9,017,806Liabilities 2015: $0Net Assets 2015: $9,017,8062015Assets 2016: $8,266,741Liabilities 2016: $0Net Assets 2016: $8,266,7412016Assets 2017: $10,618,429Liabilities 2017: $0Net Assets 2017: $10,618,4292017Assets 2018: $12,097,749Liabilities 2018: $0Net Assets 2018: $12,097,7492018Assets 2019: $11,067,687Liabilities 2019: $0Net Assets 2019: $11,067,6872019Assets 2020: $9,407,868Liabilities 2020: $0Net Assets 2020: $9,407,8682020Assets 2021: $11,614,969Liabilities 2021: $0Net Assets 2021: $11,614,9692021Assets 2022: $8,048,569Liabilities 2022: $0Net Assets 2022: $8,048,5692022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2014

Assets$8,465,228
Liabilities$0
Net Assets$8,465,228
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $279,3062010Expenses 2011: $295,7372011Expenses 2012: $351,0822012Revenue 2013: $659,320Expenses 2013: $384,644Net Income 2013: $274,6762013Revenue 2014: $420,517Expenses 2014: $596,860Net Income 2014: -$176,3432014Revenue 2015: $1,233,264Expenses 2015: $681,511Net Income 2015: $551,7532015Revenue 2016: $114,425Expenses 2016: $1,048,858Net Income 2016: -$934,4332016Revenue 2017: $2,418,734Expenses 2017: $1,160,770Net Income 2017: $1,257,9642017Revenue 2018: $1,774,914Expenses 2018: $793,558Net Income 2018: $981,3562018Revenue 2019: $623,623Expenses 2019: $1,483,835Net Income 2019: -$860,2122019Revenue 2020: $368,442Expenses 2020: $1,275,968Net Income 2020: -$907,5262020Revenue 2021: $1,244,585Expenses 2021: $890,729Net Income 2021: $353,8562021Revenue 2022: $235,822Expenses 2022: $1,169,980Net Income 2022: -$934,1582022Revenue 2023: $205,207Expenses 2023: $9,271,196Net Income 2023: -$9,065,9892023

Highlighted filing

2014

Revenue$420,517
Expenses$596,860
Net Income-$176,343
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$700,196
Mission and Program Overview

Mission

The organization was established to provide financial assistance and support to the jacksonville symphony association, inc.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$7,976,832$8,465,228▲ $488,396
Accounts Receivable$629$0▼ $629
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$7,977,461$8,465,228▲ $487,767
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$7,977,461$8,465,228▲ $487,767
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$7,977,461$8,465,228▲ $487,767
Total Liabilities and Net Assets / Fund Balance$7,977,461$8,465,228▲ $487,767

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$497,811--
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleOtherTotal
Robert ShircliffTrustee$71,554$71,554
Gilchrist BergTrustee$5,645$5,645

Board Members and Trustees

NameTitle
Fred SchantzPresident
Holly BryanVice President of Finance
Christian OldenburgTrustee
Margaret GomezTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$0
Investment Income
$415,517
Other Revenue
$0
All Other Contributions
$5,000
Change in Net Assets
$-176,343

Audited Revenue Reconciliation

Revenue per Audited Statements
$420,517
Revenue Not Reported on Form 990
$664,110
Total Revenue per Audited Statements
$1,084,627
Total Revenue per Form 990
$420,517
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$596,860
Total Fundraising Expense$2,486
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$558,378$0$0$558,378
Total Functional Expenses$558,378$35,996$2,486$596,860

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$596,860
Total Expenses per Audited Statements$596,860
Total Expenses per Form 990$596,860
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Form 990 is reviewed by the director of finance before it is filed with the irs. It is available to the board of directors after filing.”

Form 990, Part VI, Section C, Line 19

“Jacksonville symphony foundation, inc's governing documents and financial statements are available for public inspection upon request at their office in jacksonville at 300 west water street.”

Filing and Contact Details

Filer

EIN
20-5180812
In Care Of
% HOLLY BRYAN
Phone
9043545479

Signing Officer

Name
Holly Bryan
Title
VP of finance
Phone
9043545479
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fred Schantz
Formed
2006
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
2
Employees
0

Preparer

Preparer
Harry M Parsons Jr
Phone
9043545479
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

“The organization was established to provide financial assistance and support to the jacksonville symphony association.”

Form 990, Part XI, Line 5

“Net unrealized gains on investments $664,110”

Form 990, Part XII, LINE 2C

“There have been no changes since the prior year.”

Financial Statement Notes

Part X, Line 2

“THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE AND CHAPTER 220.13 OF THE FLORIDA STATUTES, RESPECTIVELY. THE FOUNDATION EVALUATES ITS TAX POSITIONS FOR ANY UNCERTAINTIES BASED ON THE TECHNICAL MERITS OF THE POSITION TAKEN IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE. THE FOUNDATION RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE UPHELD ON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THaT AS OF JUNE 30, 2014 AND 2013, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTs. MANAGEMENT IS REQUIRED TO ANALYZE ALL OPEN TAX YEARS, AS DEFINED BY THE STATUTE OF LIMITATIONS, FOR ALL MAJOR JURISDICTIONS, INCLUDING FEDERAL AND CERTAIN STATE TAXING AUTHORITIES. AT JUNE 30, 2014, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2011. AS OF AND FOR THE YEARS ENDED JUNE 30, 2014 AND 2013, THE FOUNDATION DID NOT HAVE A LIABLITY FOR UNRECOGNIZED TAXES. THE FOUNDATION HAS NO EXAMINATIONS IN PROGRESS AND IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX LIABILITIES WILL SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS.”

Raw XML AppendixShowing 400 of 448 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10JACKSONVILLE SYMPHONY ASSOCIATION INC
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1255179
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22880641
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt34196279
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt450647
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt50
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6533455
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7497811
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CORPORATE BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CORPORATE STOCK
IRS990ScheduleD/OtherSecuritiesGrp/Desc2LONE PINE CAPITAL, LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc3SEMPER VIC PARTNERS, L.P.
IRS990ScheduleD/OtherSecuritiesGrp/Desc4WELLS FARGO MONEY MARKET
IRS990ScheduleD/OtherSecuritiesGrp/Desc5MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc6683 CAPITAL PARTNERS, L.P.
IRS990ScheduleD/OtherSecuritiesGrp/Desc7SPITFIRE FUND, L.P.
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IRS990ScheduleD/RevenueSubtotalAmt0420517
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE AND CHAPTER 220.13 OF THE FLORIDA STATUTES, RESPECTIVELY. THE FOUNDATION EVALUATES ITS TAX POSITIONS FOR ANY UNCERTAINTIES BASED ON THE TECHNICAL MERITS OF THE POSITION TAKEN IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE. THE FOUNDATION RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE UPHELD ON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THaT AS OF JUNE 30, 2014 AND 2013, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTs. MANAGEMENT IS REQUIRED TO ANALYZE ALL OPEN TAX YEARS, AS DEFINED BY THE STATUTE OF LIMITATIONS, FOR ALL MAJOR JURISDICTIONS, INCLUDING FEDERAL AND CERTAIN STATE TAXING AUTHORITIES. AT JUNE 30, 2014, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2011. AS OF AND FOR THE YEARS ENDED JUNE 30, 2014 AND 2013, THE FOUNDATION DID NOT HAVE A LIABLITY FOR UNRECOGNIZED TAXES. THE FOUNDATION HAS NO EXAMINATIONS IN PROGRESS AND IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX LIABILITIES WILL SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2
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IRS990ScheduleD/TotalExpensesPerForm990Amt0596860
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0420517
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01084627
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0596860
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WAS ESTABLISHED TO PROVIDE FINANCIAL ASSISTANCE AND SUPPORT TO THE JACKSONVILLE SYMPHONY ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE BEFORE IT IS FILED WITH THE IRS. IT IS AVAILABLE TO THE BOARD OF DIRECTORS AFTER FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2JACKSONVILLE SYMPHONY FOUNDATION, INC'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THEIR OFFICE IN JACKSONVILLE AT 300 WEST WATER STREET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NET UNREALIZED GAINS ON INVESTMENTS $664,110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE HAVE BEEN NO CHANGES SINCE THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, LINE 2c
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ORCHESTRAL
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,465,228
Liabilities
$0
Net assets
$8,465,228
Revenue
$420,517
Expenses
$596,860
Net income
-$176,343
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.21$9.27$9.07
2022Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.24$1.17$0.93
2021Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.24$0.89$0.35
2020Detailed filing. Detailed filing data is available for this year.$9.41$0.00$9.41$0.37$1.28$0.91
2019Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.62$1.48$0.86
2018Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.77$0.79$0.98
2017Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$2.42$1.16$1.26
2016Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.11$1.05$0.93
2015Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$1.23$0.68$0.55
2014Detailed filing. Detailed filing data is available for this year.$8.47$0.00$8.47$0.42$0.60$0.18
2013Summary only. Only limited summary data is available for this year.$7.98$0.00$7.98$0.66$0.38$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.80$0.00$6.80$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.57$0.00$6.57$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.32$0.00$5.32$0.28
Peer Organizations

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