Civic Intelligence

Florida West Coast Symphony Inc Endowment Trust

990 • Fiscal year 2016 • EIN 32-6004523

Aug 01, 2015 to Jul 31, 2016 • Filed on Nov 22, 2016

Organization ProfileWWW.SARASOTAORCHESTRA.ORG
709 N Tamiami TrailSarasota, FL 34236

(941) 953-4252

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

4th percentile

0.00x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

2nd percentile

-173%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$186,367

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 39.6% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

25th percentile

-3.0%

Faster asset growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$23,686,855

Down $724,668 (-3.0%) from 2015

Net Assets

Down

$23,686,855

Down $724,668 (-3.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin2nd percentile

Revenue

Down

$470,810

Down $1,556,153 (-77%) from 2015

Expenses

Down

$1,284,047

Down $37,171 (-2.8%) from 2015

Net Income

Down

-$813,237

Down $1,518,982 (-215%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2016

Assets$23,686,855
Liabilities$0
Net Assets$23,686,855
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

2016

Revenue$470,810
Expenses$1,284,047
Net Income-$813,237
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Nov 22, 2016
Return Version
2015v2.1
Gross Receipts
$9,434,694
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,156,525$22,621,080▼ $535,445
Savings and Temporary Cash Investments$625,466$430,832▼ $194,634
Prepaid Expenses and Deferred Charges$12,846$12,846→ $0
Total Assets$24,411,523$23,686,855▼ $724,668
Other Assets Total$616,686$622,097▲ $5,411
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$21,401,890$21,492,265▲ $90,375
Temporarily Rstr Net Assets$3,009,633$2,194,590▼ $815,043
Total Net Assets Fund Balance$24,411,523$23,686,855▼ $724,668
Total Liabilities and Net Assets / Fund Balance$24,411,523$23,686,855▼ $724,668

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$24,411,524$84,964▲ $474,414-$23,686,855
2014$24,857,353$42,000▲ $833,389-$24,411,524
2013$22,489,388$695,289▲ $2,882,852-$24,857,353
2012$18,709,244$1,327,711▲ $3,464,034-$22,489,388
2011$20,208,979$26,285▼ $29,473$460,066$18,709,244
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Lois StulbergChair
Joseph MckennaPresident and CEO - Fwcs
Arn HoffmanTrustee
David StevesTrustee
Marty RichTrustee
Skip SackTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$84,964
Program Service Revenue
$0
Investment Income
$385,846
Other Revenue
$0
All Other Contributions
$84,964
Change in Net Assets
$-813,237

Audited Revenue Reconciliation

Revenue per Audited Statements
$369,509
Revenue Not Reported on Financial Statements
$101,301
Revenue Not Reported on Form 990
$7,939,984
Total Revenue per Audited Statements
$8,309,493
Total Revenue per Form 990
$470,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,182,746
Other Expenses$101,301
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,182,746--$1,182,746
Fees for Service Investment Mgmnt Fees-$101,301-$101,301
Total Functional Expenses$1,182,746$101,301$0$1,284,047

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Form 990$9,363,424
Total Expenses per Audited Statements$9,363,424
Expenses Not Reported on Financial Statements$1,284,047
Total Expenses per Form 990$1,284,047
Other Expense Adjustments$1,182,746
Expenses per Audited Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Florida West Coast Symphony IncSarasota, FL501(c)(3)General$1,182,746
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 was provided to the board prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Each year all board members complete a conflict of interest questionnaire and conflict of interest policy acknowledgement.”

Form 990, Part VI, Section B, Line 15

“There were no paid officers, management, key employees or employees.”

Form 990, Part VI, Section C, Line 19

“The organization makes their financial statements, conflict of interest policy, and governing documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Florida West Coast Symphony Inc
EIN
32-6004523
Phone
9419534252
Address
709 N TAMIAMI TRAIL, SARASOTA, FL 34236

Signing Officer

Name
Lois Stulberg
Title
Chair
Phone
9419534252
Signed
2016-11-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lois Stulberg
Formed
2000
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Mauldin & Jenkins LLC
Address
1401 MANATEE AVE W SUITE 1200, BRADENTON, FL 34205
Preparer
Brian Carter
Phone
9417474483
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in split interest agreements 5,411.”

Form 990, Part XII, Line 2C

“There has been no change in the process the organization uses to review its audited financial statements.”

Financial Statement Notes

PART V, LINE 4:

“Funds will be used by the orchestra as defined in the endowment trust agreement.”

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, 2016, 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. With few exceptions, the organization is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for years before 2013.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Revenue allocated to sarasota orchestra 59-2603081 7,851,415. Change in value of split interest agreements 5,411.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses allocated to sarasota orchestra 59-2603081 9,363,424.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Transfer to sarasota orchestra 59-2603081 1,182,746.”

Raw XML AppendixShowing 400 of 464 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/BusinessNameLine1Txt0FLORIDA WEST COAST SYMPHONY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01182746
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0101301
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt024411524
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt084964
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt023686855
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01182746
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0474414
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0109218
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt024857353
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt042000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt024411524
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01212000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0833389
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0114602
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt022489388
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0695289
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt024857353
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01095574
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02882852
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0104601
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt018709244
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01327711
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt022489388
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0907000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03464034
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt084481
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt020208979
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt026285
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt018709244
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0952000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-29473
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0460066
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt09363424
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01284047
IRS990ScheduleD/ExpensesSubtotalAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0101301
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0101301
IRS990ScheduleD/NetUnrealizedGainsInvstAmt083158
IRS990ScheduleD/OtherExpensesIncludedAmt09363424
IRS990ScheduleD/OtherExpensesNotIncludedAmt01182746
IRS990ScheduleD/OtherRevenueAmt07856826
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.90730
IRS990ScheduleD/RevenueNotReportedAmt07939984
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0101301
IRS990ScheduleD/RevenueSubtotalAmt0369509
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDS WILL BE USED BY THE ORCHESTRA AS DEFINED IN THE ENDOWMENT TRUST AGREEMENT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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, 2016, 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. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2013.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REVENUE ALLOCATED TO SARASOTA ORCHESTRA 59-2603081 7,851,415. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 5,411.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3EXPENSES ALLOCATED TO SARASOTA ORCHESTRA 59-2603081 9,363,424.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4TRANSFER TO SARASOTA ORCHESTRA 59-2603081 1,182,746.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.09270
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01284047
IRS990ScheduleD/TotalRevenuePerForm990Amt0470810
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08309493
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09363424
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01182746
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FLORIDA WEST COAST SYMPHONY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0592603081
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0709 NORTH TAMIAMI TRAIL
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SARASOTA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd034236
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION IS A SUPPORTING ORGANIZATION OF FLORIDA WEST COAST SYMPHONY, INC. CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE PREPARED AND ARE USED FOR MONITORING PURPOSES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0172737
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt013630
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOSEPH MCKENNA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT AND CEO - FWCS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0186367
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PROVIDED TO THE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH YEAR ALL BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AND CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE WERE NO PAID OFFICERS, MANAGEMENT, KEY EMPLOYEES OR EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES THEIR FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN SPLIT INTEREST AGREEMENTS 5,411.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE HAS BEEN NO CHANGE IN THE PROCESS THE ORGANIZATION USES TO REVIEW ITS AUDITED FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FLORIDA WEST COAST SYMPHONY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0592603081
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROMOTE CHAMBER MUSIC AND ORCHESTRAL MUSIC LOCALLY, STATEWIDE AND NATIONALLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0709 NORTH TAMIAMI TRAIL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SARASOTA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd034236
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt03009633
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02194590
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt024411523
IRS990/TotalAssetsEOYAmt023686855
IRS990/TotalAssetsGrp/BOYAmt024411523
IRS990/TotalAssetsGrp/EOYAmt023686855
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt084964

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,686,855
Liabilities
$0
Net assets
$23,686,855
Revenue
$470,810
Expenses
$1,284,047
Net income
-$813,237
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $10M-$25M nonprofits