Civic Intelligence

Florida West Coast Symphony Inc Endowment Trust

990 • Fiscal year 2014 • EIN 32-6004523

Aug 01, 2013 to Jul 31, 2014 • Filed on Dec 12, 2014

Organization ProfileWWW.SARASOTAORCHESTRA.ORG
709 N Tamiami Trail34236

(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.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

4th percentile

0.00x

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

53rd percentile

$180,744

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$24,857,353

Up $2,367,965 (+11%) from 2013

Net Assets

Up

$24,857,353

Up $2,367,965 (+11%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin94th percentile

Revenue

$3,159,521

No earlier filing loaded for comparison.

Expenses

Up

$1,210,176

Up $198,575 (+20%) from 2013

Net Income

$1,949,345

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2014

Assets$24,857,353
Liabilities$0
Net Assets$24,857,353
Open 2014 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

2014

Revenue$3,159,521
Expenses$1,210,176
Net Income$1,949,345
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Dec 12, 2014
Return Version
2013v3.0
Gross Receipts
$11,905,672
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.

To have, to hold, and to manage an endowment fund for the benefit of the florida west coast symphony, inc. A 501(c)(3) organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,140,324$23,620,367▲ $3,480,043
Savings and Temporary Cash Investments$1,771,152$620,065▼ $1,151,087
Prepaid Expenses and Deferred Charges$12,848$12,848→ $0
Total Assets$22,489,388$24,857,353▲ $2,367,965
Other Assets Total$565,064$604,073▲ $39,009
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$21,131,701$21,347,277▲ $215,576
Temporarily Rstr Net Assets$1,357,687$3,510,076▲ $2,152,389
Total Net Assets Fund Balance$22,489,388$24,857,353▲ $2,367,965
Total Liabilities and Net Assets / Fund Balance$22,489,388$24,857,353▲ $2,367,965

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2010$18,596,621$37,000▲ $3,052,745$488,999$20,208,979
2009$16,764,519$56,270▲ $1,798,894$-949,065$18,596,621
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Arnold HoffmanChair
Joseph MckennaPresident/CEO Fwcs
Beatrice FriedmanTrustee
David StevesTrustee
Lois StulbergTrustee
Marty RichTrustee
Skip SackTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$695,289
Program Service Revenue
$0
Investment Income
$2,464,232
Other Revenue
$0
All Other Contributions
$695,289
Change in Net Assets
$1,949,345

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,159,521
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$7,703,203
Total Revenue per Audited Statements
$10,862,724
Total Revenue per Form 990
$3,159,521
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,095,574
Other Expenses$114,602
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,095,574--$1,095,574
Fees for Service Investment Mgmnt Fees-$114,602-$114,602
Total Functional Expenses$1,095,574$114,602$0$1,210,176

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,360,525
Expenses Not Reported on Form 990$8,245,923
Total Expenses per Form 990$1,210,176
Expenses Not Reported on Financial Statements$1,095,574
Other Expense Adjustments$1,095,574
Expenses per Audited Statements$114,602
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
59-2603081-501(c)(3)General$1,095,574
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 financials statements, conflict of interest policy, and governing documents available upon request”

Filing and Contact Details

Filer

EIN
32-6004523
Phone
9419534252

Signing Officer

Name
Lois Stulberg
Title
Chair
Phone
9419534252
Signed
2014-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lois Stulberg
Formed
2000
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Preparer
Rebecca U Stoner
Phone
9413654617
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split interest agreements 39,009.”

Form 990, Part XII, Line 2C Audit Review Process

“There has been no change in the process the organization uses to review its 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:

“Under 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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Revenue of symphony (fein 59-2603081) from consolidated fs 8,380,157. Change in value of split interest agreement 39,009. Transfer to symphony (fein 59-2603081) -1,095,574.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses of symphony (fein 59-2603081) from consolidated fs 8,245,923.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Transfers to symphony (fein 59-2603081) 1,095,574.”

Raw XML AppendixShowing 400 of 458 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/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt018709244
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01327711
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt022489388
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0907000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03464034
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt084481
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt020208979
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt026285
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt018709244
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0952000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-29473
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0460066
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt088388
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt018596621
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt037000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt020208979
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0900000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03052745
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0488999
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt082127
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt016764519
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt056270
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt018596621
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0890000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01798894
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-949065
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt08245923
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01095574
IRS990ScheduleD/ExpensesSubtotalAmt0114602
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0379611
IRS990ScheduleD/OtherExpensesIncludedAmt08245923
IRS990ScheduleD/OtherExpensesNotIncludedAmt01095574
IRS990ScheduleD/OtherRevenueAmt07323592
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.86000
IRS990ScheduleD/RevenueNotReportedAmt07703203
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03159521
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDS WILL BE USED BY THE ORCHESTRA AS DEFINED IN THE ENDOWMENT TRUST AGREEMENT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1UNDER 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/SupplementalInformationDetail/ExplanationTxt2REVENUE OF SYMPHONY (FEIN 59-2603081) FROM CONSOLIDATED FS 8,380,157. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 39,009. TRANSFER TO SYMPHONY (FEIN 59-2603081) -1,095,574.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3EXPENSES OF SYMPHONY (FEIN 59-2603081) FROM CONSOLIDATED FS 8,245,923.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4TRANSFERS TO SYMPHONY (FEIN 59-2603081) 1,095,574.
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/TermEndowmentBalanceEOYPct00.14000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01210176
IRS990ScheduleD/TotalRevenuePerForm990Amt03159521
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010862724
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08360525
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01095574
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10FLORIDA WEST COAST SYMPHONY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0592603081
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10709 NORTH TAMIAMI TRAIL
IRS990ScheduleI/RecipientTable/USAddress/City0SARASOTA
IRS990ScheduleI/RecipientTable/USAddress/State0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode034236
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION IS A SUPPORTING ORGANIZATION OF FLORIDA WEST COAST SYMPHONY. CONSOLIDATED AUDITED FINANCIAL STATEMENT 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/CompensationBasedOnRltdOrgsAmt0156166
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt02888
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt021690
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOSEPH MCKENNA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO FWCS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0180744
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 FINANCIALS STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 39,009.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE HAS BEEN NO CHANGE IN THE PROCESS THE ORGANIZATION USES TO REVIEW ITS 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 AUDIT REVIEW PROCESS
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10FLORIDA WEST COAST SYMPHONY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0592603081
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROMOTE CHAMBER MUSIC AND SYMPHONIC MUSIC LOCALLY, STATEWIDE, & NATIONALLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07-509(A)(1)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10709 NORTH TAMIAMI TRAIL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0SARASOTA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode034236
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/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01357687
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt03510076
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt022489388
IRS990/TotalAssetsEOYAmt024857353
IRS990/TotalAssetsGrp/BOYAmt022489388
IRS990/TotalAssetsGrp/EOYAmt024857353
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0695289
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0114602
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01095574

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
$24,857,353
Liabilities
$0
Net assets
$24,857,353
Revenue
$3,159,521
Expenses
$1,210,176
Net income
$1,949,345
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