Civic Intelligence

Florida West Coast Symphony Inc Endowment Trust

990 • Fiscal year 2012 • EIN 32-6004523

Aug 01, 2011 to Jul 31, 2012 • Filed on Dec 11, 2012

Organization ProfileWWW.SARASOTAORCHESTRA.ORG
709 N Tamiami Trail34236
Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

10th percentile

-8.7%

Faster asset growth than 10% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$18,712,113

Down $1,774,654 (-8.7%) from 2011

Net Assets

Down

$18,709,244

Down $1,499,735 (-7.4%) from 2011

Liabilities

Down

$2,869

Down $274,919 (-99%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,036,481

Up $48,093 (+4.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$40M$30M$20M$10M$0Assets 2010: $19,504,484Liabilities 2010: $907,863Net Assets 2010: $18,596,6212010Assets 2011: $20,486,767Liabilities 2011: $277,788Net Assets 2011: $20,208,9792011Assets 2012: $18,712,113Liabilities 2012: $2,869Net Assets 2012: $18,709,2442012Assets 2013: $22,489,388Liabilities 2013: $0Net Assets 2013: $22,489,3882013Assets 2014: $24,857,353Liabilities 2014: $0Net Assets 2014: $24,857,3532014Assets 2015: $24,411,523Liabilities 2015: $0Net Assets 2015: $24,411,5232015Assets 2016: $23,686,855Liabilities 2016: $0Net Assets 2016: $23,686,8552016Assets 2017: $25,251,014Liabilities 2017: $0Net Assets 2017: $25,251,0142017Assets 2018: $26,920,065Liabilities 2018: $0Net Assets 2018: $26,920,0652018Assets 2019: $27,747,246Liabilities 2019: $0Net Assets 2019: $27,747,2462019Assets 2020: $27,581,484Liabilities 2020: $0Net Assets 2020: $27,581,4842020Assets 2021: $36,403,151Liabilities 2021: $0Net Assets 2021: $36,403,1512021Assets 2022: $31,410,388Liabilities 2022: $0Net Assets 2022: $31,410,3882022Assets 2023: $32,488,741Liabilities 2023: $0Net Assets 2023: $32,488,7412023Assets 2024: $35,266,118Liabilities 2024: $0Net Assets 2024: $35,266,1182024Assets 2025: $37,355,631Liabilities 2025: $0Net Assets 2025: $37,355,6312025

Highlighted filing

2012

Assets$18,712,113
Liabilities$2,869
Net Assets$18,709,244
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $972,1272010Expenses 2011: $988,3882011Expenses 2012: $1,036,4812012Expenses 2013: $1,011,6012013Revenue 2014: $3,159,521Expenses 2014: $1,210,176Net Income 2014: $1,949,3452014Revenue 2015: $2,026,963Expenses 2015: $1,321,218Net Income 2015: $705,7452015Revenue 2016: $470,810Expenses 2016: $1,284,047Net Income 2016: -$813,2372016Revenue 2017: $2,377,943Expenses 2017: $1,385,892Net Income 2017: $992,0512017Revenue 2018: $2,497,060Expenses 2018: $1,308,292Net Income 2018: $1,188,7682018Revenue 2019: $2,434,032Expenses 2019: $1,391,649Net Income 2019: $1,042,3832019Revenue 2020: $453,509Expenses 2020: $1,448,939Net Income 2020: -$995,4302020Revenue 2021: $3,239,707Expenses 2021: $1,212,461Net Income 2021: $2,027,2462021Revenue 2022: $1,333,679Expenses 2022: $1,679,983Net Income 2022: -$346,3042022Revenue 2023: $572,931Expenses 2023: $1,400,795Net Income 2023: -$827,8642023Revenue 2024: $2,572,237Expenses 2024: $1,721,137Net Income 2024: $851,1002024Revenue 2025: $2,350,541Expenses 2025: $1,867,350Net Income 2025: $483,1912025

Highlighted filing

2012

Revenue-
Expenses$1,036,481
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2011 to Jul 31, 2012
Signed
Dec 11, 2012
Return Version
2011v1.2
Gross Receipts
$6,834,759
Mission and Program Overview

Mission

To have, to hold and to manage an endowment fund for the benefit of the florida west coast symphony, inc. D/b/a sarasota orchestra, a 501(c)(3) organization.

Filing and Contact Details

Filer

EIN
32-6004523
Raw XML AppendixShowing 400 of 435 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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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0FUNDS WILL BE USED BY THE ORCHESTRA AS DEFINED IN THE ENDOWMENT TRUST AGREEMENT.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE ORGANIZATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE COMBINED FINANCIAL STATEMENTS OF THE ORGANIZATION.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 48,188. TRANSFERS RELATING TO ADOPTION OF UPMIFA -460,066. NET INCOME REPORTED ON FLORIDA WEST COAST SYMPHONY (FEIN 59-2603081) 6,121. TOTAL TO SCHEDULE D, PART XI, LINE 8: -405,757.
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IRS990ScheduleO/GeneralExplanation/Explanation2THERE WERE NO PAID OFFICERS, MANAGEMENT, KEY EMPLOYEES, OR EMPLOYEES.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION MAKES THEIR FINANCIALS STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/GeneralExplanation/Explanation4NET UNREALIZED GAINS ON INVESTMENTS: 40,943. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 48,188. TRANSFERS RELATING TO ADOPTION OF UPMIFA -460,066. NET INCOME REPORTED ON FLORIDA WEST COAST SYMPHONY (FEIN 59-2603081) 6,121. TOTAL TO FORM 990, PART XI, LINE 5: -364,814.
IRS990ScheduleO/GeneralExplanation/Explanation5THERE HAS BEEN NO CHANGE IN THE PROCESS THE ORGANIZATION USES TO REVIEW ITS FINANCIAL STATEMENTS.
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IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0PROMOTE CHAMBER MUSIC AND SYMPHONIC MUSIC LOCALLY, STATEWIDE, & NATIONALLY
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus07-509(A)(1)
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg01
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
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IRS990/StatesWhereCopyOfReturnIsFiled0FL
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IRS990/Terminated00
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IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10709 NORTH TAMIAMI TRAIL
IRS990/TheBooksAreInCareOf/AddressUS/City0SARASOTA
IRS990/TheBooksAreInCareOf/AddressUS/State0FL
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode034236
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10CATHY WILSON CONTROLLER
IRS990/TheBooksAreInCareOf/TelephoneNumber09419534252
IRS990/TotalAssets/BOY020486767
IRS990/TotalAssetsBOY020486767
IRS990/TotalAssets/EOY018712113
IRS990/TotalAssetsEOY018712113
IRS990/TotalCompGT150K00
IRS990/TotalContributions026285
IRS990/TotalExpensesCurrentYear01036481
IRS990/TotalExpensesPriorYear0988388
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral084481
IRS990/TotalFunctionalExpenses/ProgramServices0952000
IRS990/TotalFunctionalExpenses/Total01036481
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IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY0277788
IRS990/TotalLiabilitiesBOY0277788
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IRS990/TotalLiabilitiesEOY02869
IRS990/TotalLiabNetAssetsFundBalances/BOY020486767
IRS990/TotalLiabNetAssetsFundBalances/EOY018712113
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY020208979
IRS990/TotalNetAssetsFundBalances/EOY018709244
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
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IRS990/TotalProgramServiceExpense0952000
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IRS990/TotalRevenueCurrentYear0-92319
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IRS990/TotalRevenuePriorYear0670425
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Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$18,712,113
Liabilities
$2,869
Net assets
$18,709,244
Revenue
-
Expenses
$1,036,481
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.4$0.00$37.4$2.35$1.87$0.48
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.3$0.00$35.3$2.57$1.72$0.85
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.5$0.00$32.5$0.57$1.40$0.83
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.4$0.00$31.4$1.33$1.68$0.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.4$0.00$36.4$3.24$1.21$2.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.6$0.00$27.6$0.45$1.45$1.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.7$0.00$27.7$2.43$1.39$1.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.9$0.00$26.9$2.50$1.31$1.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$0.00$25.3$2.38$1.39$0.99
2016Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$0.47$1.28$0.81
2015Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$2.03$1.32$0.71
2014Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$3.16$1.21$1.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.5$0.00$22.5$1.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$0.00$18.7$1.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$0.28$20.2$0.99
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$0.91$18.6$0.97