Civic Intelligence

Punta Gorda Symphony Inc.

990 • Fiscal year 2020 • EIN 59-2029342

May 01, 2019 to Apr 30, 2020 • Filed on Jan 20, 2021

Organization ProfileWWW.CHARLOTTESYMPHONY.COM
6210 Scott St 213Punta Gorda, FL 33950

(941) 205-5996

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.44x

Higher debt load relative to assets than 82% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.22x

Higher debt load relative to revenue than 72% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

37th percentile

-0.1%

Higher net margin than 37% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

18th percentile

-5.2%

Faster asset growth than 18% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

32%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$394,124

Down $21,403 (-5.2%) from 2019

Net Assets

Down

$221,786

Down $766 (-0.3%) from 2019

Liabilities

Down

$172,338

Down $20,637 (-11%) from 2019

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin37th percentile

Revenue

Up

$773,003

Up $187,165 (+32%) from 2019

Expenses

Up

$773,769

Up $137,568 (+22%) from 2019

Net Income

Up

-$766

Up $49,597 (+98%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2012: $235,530Liabilities 2012: $49,234Net Assets 2012: $186,2962012Assets 2013: $164,305Liabilities 2013: $68,946Net Assets 2013: $95,3592013Assets 2014: $252,400Liabilities 2014: $149,183Net Assets 2014: $103,2172014Assets 2015: $222,262Liabilities 2015: $154,686Net Assets 2015: $67,5762015Assets 2016: $244,915Liabilities 2016: $175,179Net Assets 2016: $69,7362016Assets 2017: $295,279Liabilities 2017: $178,561Net Assets 2017: $116,7182017Assets 2018: $450,440Liabilities 2018: $177,525Net Assets 2018: $272,9152018Assets 2019: $415,527Liabilities 2019: $192,975Net Assets 2019: $222,5522019Assets 2020: $394,124Liabilities 2020: $172,338Net Assets 2020: $221,7862020Assets 2021: $722,633Liabilities 2021: $375,148Net Assets 2021: $347,4852021Assets 2022: $435,851Liabilities 2022: $6,208Net Assets 2022: $429,6432022Assets 2023: $215,000Liabilities 2023: $27,238Net Assets 2023: $187,7622023Assets 2024: $29,477Liabilities 2024: $44,613Net Assets 2024: -$15,1362024Assets 2025: $15,528Liabilities 2025: $41,980Net Assets 2025: -$26,4522025

Highlighted filing

2020

Assets$394,124
Liabilities$172,338
Net Assets$221,786
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $525,211Expenses 2012: $414,092Net Income 2012: $111,1192012Revenue 2013: $389,230Expenses 2013: $480,168Net Income 2013: -$90,9382013Revenue 2014: $385,359Expenses 2014: $377,504Net Income 2014: $7,8552014Revenue 2015: $520,290Expenses 2015: $530,931Net Income 2015: -$10,6412015Revenue 2016: $578,656Expenses 2016: $576,496Net Income 2016: $2,1602016Revenue 2017: $685,075Expenses 2017: $638,093Net Income 2017: $46,9822017Revenue 2018: $721,454Expenses 2018: $565,257Net Income 2018: $156,1972018Revenue 2019: $585,838Expenses 2019: $636,201Net Income 2019: -$50,3632019Revenue 2020: $773,003Expenses 2020: $773,769Net Income 2020: -$7662020Revenue 2021: $588,720Expenses 2021: $463,021Net Income 2021: $125,6992021Revenue 2022: $882,296Expenses 2022: $800,138Net Income 2022: $82,1582022Revenue 2023: $584,373Expenses 2023: $826,254Net Income 2023: -$241,8812023Revenue 2024: $293,288Expenses 2024: $496,943Net Income 2024: -$203,6552024Revenue 2025: $2,666Expenses 2025: $13,691Net Income 2025: -$11,0252025

Highlighted filing

2020

Revenue$773,003
Expenses$773,769
Net Income-$766
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Jan 20, 2021
Return Version
2019v5.0
Gross Receipts
$786,439
Mission and Program Overview

Mission

To provide a quality regional orchestra, serving the community with symphonic music, a valuable part of cultural growth.

To provide a quality regional orchestra serving the community with symphonic music, a valuable part of cultural growth

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$395,049$354,376▼ $40,673
Accounts Receivable$10,418$19,489▲ $9,071
Land, Buildings, and Equipment, Net$2,255$11,294▲ $9,039
Prepaid Expenses and Deferred Charges$3,367$8,735▲ $5,368
Cash and Non-Interest-Bearing Accounts$200$154▼ $46
Intangible Assets$4,238$76▼ $4,162
Total Assets$415,527$394,124▼ $21,403
Liabilities
Deferred Revenue$177,565$163,371▼ $14,194
Accounts Payable and Accrued Expenses$15,410$8,967▼ $6,443
Total Liabilities$192,975$172,338▼ $20,637
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$220,377$219,611▼ $766
Net Assets With Donor Restrictions$2,175$2,175→ $0
Total Net Assets Fund Balance$222,552$221,786▼ $766
Total Liabilities and Net Assets / Fund Balance$415,527$394,124▼ $21,403

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,294$16,145-
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Michael LandsbergChairman
Stephen ShellVice Chairma
Barbara L Rees PhdDirector
Christopher Constance MdDirector
Douglas Joyce DoDirector
Jamie LandsbergDirector
Michael GrantDirector
Van LupoDirector
M Lee McgrawSecterary
Revenue and Support

Revenue Composition

Contributions and Grants
$461,077
Program Service Revenue
$289,630
Investment Income
$1,918
Other Revenue
$20,378
All Other Contributions
$461,077
Change in Net Assets
$-766
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$546,534
Salaries, Compensation, and Employee Benefits$227,235
Total Fundraising Expense$63,150
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$140,504$14,254$48,871$203,629
Office Expenses$51,862$2,456$491$54,809
Advertising$49,772--$49,772
Occupancy$14,821$1,769$5,530$22,120
Payroll Taxes$11,307$1,147$3,933$16,387
Information Technology$13,953$742$149$14,844
Travel$6,545$782$2,443$9,770
Other Expenses$8,929--$8,929
Other Employee Benefits$4,981$505$1,733$7,219
Depreciation Depletion$3,087--$3,087
Total Functional Expenses$688,964$21,655$63,150$773,769
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,814
Fundraising Direct Expenses$13,436
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Symphony Friend$13,213$13,213$3,361$9,852
Total Events$13,213$13,213$3,361$9,852
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Copy of this return is provided to the board of directors for their review and approval.”

Form 990, Page 6, Part VI, Line 12C

“The management of the corporation publicizes conflict of interest and confidentiality policy to all involved parties.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors reviews the duties and responsibilities of the top official and adjusts the salary accordingly.”

Form 990, Page 6, Part VI, Line 15B

“Officers and key employee's duties and responsibilities are reviewed by the board of directors and adjusted accordingly.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Punta Gorda Symphony Inc
EIN
59-2029342
Phone
9412055996
Address
6210 SCOTT ST 213, PUNTA GORDA, FL 33950

Signing Officer

Name
Michael Landsberg
Title
Chairman
Phone
9412055996
Signed
2021-01-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Landsberg
Formed
1987
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
6
Volunteers
37

Preparer

Firm
Olsen Lynch & Wright Cpas Pa
Address
334 W OLYMPIA AVENUE, PUNTA GORDA, FL 33950-4412
Preparer
Brenda J Lynch
Phone
9416390888
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Individuals provide usher services, etc.”

Raw XML AppendixShowing 400 of 405 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt015410
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08967
IRS990/AccountsReceivableGrp/BOYAmt010418
IRS990/AccountsReceivableGrp/EOYAmt019489
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE A QUALITY REGIONAL ORCHESTRA SERVING THE COMMUNITY WITH SYMPHONIC MUSIC, A VALUABLE PART OF CULTURAL GROWTH
IRS990/AdvertisingGrp/ProgramServicesAmt049772
IRS990/AdvertisingGrp/TotalAmt049772
IRS990/AllOtherContributionsAmt0461077
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0ANNE GUTSELL
IRS990/BooksInCareOfDetail/PhoneNum09412055996
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06210 SCOTT ST UNIT 213
IRS990/BooksInCareOfDetail/USAddress/CityNm0PUNTA GORDA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033950
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0200
IRS990/CashNonInterestBearingGrp/EOYAmt0154
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0461077
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01918
IRS990/CYOtherExpensesAmt0546534
IRS990/CYOtherRevenueAmt020378
IRS990/CYProgramServiceRevenueAmt0289630
IRS990/CYRevenuesLessExpensesAmt0-766
IRS990/CYSalariesCompEmpBnftPaidAmt0227235
IRS990/CYTotalExpensesAmt0773769
IRS990/CYTotalFundraisingExpenseAmt063150
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0773003
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0177565
IRS990/DeferredRevenueGrp/EOYAmt0163371
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03087
IRS990/DepreciationDepletionGrp/TotalAmt03087
IRS990/Desc0TO PROVIDE A QUALITY REGIONAL ORCHESTRA SERVING THE COMMUNITY WITH SYMPHONIC MUSIC, A VALUABLE PART OF CULTURAL GROWTH
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02175
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02175
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0688964
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL LANDSBERG
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHEN SHELL
IRS990/Form990PartVIISectionAGrp/PersonNm2M LEE MCGRAW
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL GRANT
IRS990/Form990PartVIISectionAGrp/PersonNm4CHRISTOPHER CONSTANCE MD
IRS990/Form990PartVIISectionAGrp/PersonNm5DOUGLAS JOYCE DO
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMIE LANDSBERG
IRS990/Form990PartVIISectionAGrp/PersonNm7VAN LUPO
IRS990/Form990PartVIISectionAGrp/PersonNm8BARBARA L REES PHD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECTERARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt013436
IRS990/FundraisingGrossIncomeAmt033814
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0786439
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0149
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0742
IRS990/InformationTechnologyGrp/ProgramServicesAmt013953
IRS990/InformationTechnologyGrp/TotalAmt014844
IRS990/IntangibleAssetsGrp/BOYAmt04238
IRS990/IntangibleAssetsGrp/EOYAmt076
IRS990/InvestmentIncomeGrp/ExclusionAmt01918
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01918
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt095
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016145
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02255
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011294
IRS990/LandBldgEquipCostOrOtherBssAmt027439
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE A QUALITY REGIONAL ORCHESTRA SERVING THE COMMUNITY WITH SYMPHONIC MUSIC, A VALUABLE PART OF CULTURAL GROWTH
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0222552
IRS990/NetAssetsOrFundBalancesEOYAmt0221786
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt020378
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0220377
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0219611
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt05530
IRS990/OccupancyGrp/ManagementAndGeneralAmt01769
IRS990/OccupancyGrp/ProgramServicesAmt014821
IRS990/OccupancyGrp/TotalAmt022120
IRS990/OfficeExpensesGrp/FundraisingAmt0491
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02456
IRS990/OfficeExpensesGrp/ProgramServicesAmt051862
IRS990/OfficeExpensesGrp/TotalAmt054809
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01733
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0505
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04981
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07219
IRS990/OtherExpensesGrp/Desc0PROG EXP MUSICIANS
IRS990/OtherExpensesGrp/Desc1EDUCATION EXP
IRS990/OtherExpensesGrp/ProgramServicesAmt0383203
IRS990/OtherExpensesGrp/ProgramServicesAmt18929
IRS990/OtherExpensesGrp/TotalAmt0383203
IRS990/OtherExpensesGrp/TotalAmt18929
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt048871
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014254
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0140504
IRS990/OtherSalariesAndWagesGrp/TotalAmt0203629
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03933
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01147
IRS990/PayrollTaxesGrp/ProgramServicesAmt011307
IRS990/PayrollTaxesGrp/TotalAmt016387
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03367
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08735
IRS990/PrincipalOfficerNm0MICHAEL LANDSBERG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONCERT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1AD SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0270955
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt118675
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0270955
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt118675
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0294411
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01313
IRS990/PYOtherExpensesAmt0431365
IRS990/PYOtherRevenueAmt018899
IRS990/PYProgramServiceRevenueAmt0271215
IRS990/PYRevenuesLessExpensesAmt0-50363
IRS990/PYSalariesCompEmpBnftPaidAmt0204836
IRS990/PYTotalExpensesAmt0636201
IRS990/PYTotalRevenueAmt0585838
IRS990/ReconcilationRevenueExpnssAmt0-766
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0395049
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0354376
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0461077
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0294411
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0425236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0211440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0224895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01617059
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01918
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01313
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0190
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0160
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0231
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0323444
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0306685
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0309063
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0484918
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0366008
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01790118
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01918
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01313
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0190
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0160
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0231
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03812
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99890
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt03407177
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0784521
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0601096
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0734299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0696358
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0590903
IRS990ScheduleA/Total509Grp/TotalAmt03407177
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0786439
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0602409
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0734489
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0696518
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0591134
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03410989
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt011294
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016145
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt027439
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011294
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03361
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SYMPHONY FRIEND
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013213
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt013213
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013213
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013213
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09852
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03361
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03361
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INDIVIDUALS PROVIDE USHER SERVICES, ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF THIS RETURN IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MANAGEMENT OF THE CORPORATION PUBLICIZES CONFLICT OF INTEREST AND CONFIDENTIALITY POLICY TO ALL INVOLVED PARTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS REVIEWS THE DUTIES AND RESPONSIBILITIES OF THE TOP OFFICIAL AND ADJUSTS THE SALARY ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICERS AND KEY EMPLOYEE'S DUTIES AND RESPONSIBILITIES ARE REVIEWED BY THE BOARD OF DIRECTORS AND ADJUSTED ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0415527
IRS990/TotalAssetsEOYAmt0394124
IRS990/TotalAssetsGrp/BOYAmt0415527
IRS990/TotalAssetsGrp/EOYAmt0394124
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0461077
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt063150
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021655
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0688964
IRS990/TotalFunctionalExpensesGrp/TotalAmt0773769
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0192975
IRS990/TotalLiabilitiesEOYAmt0172338
IRS990/TotalLiabilitiesGrp/BOYAmt0192975
IRS990/TotalLiabilitiesGrp/EOYAmt0172338
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0222552
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0221786
IRS990/TotalProgramServiceExpensesAmt0688964
IRS990/TotalProgramServiceRevenueAmt0289630
IRS990/TotalRevenueGrp/ExclusionAmt01918
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0289630
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0773003
IRS990/TotalVolunteersCnt037
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0415527
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0394124
IRS990/TravelGrp/FundraisingAmt02443
IRS990/TravelGrp/ManagementAndGeneralAmt0782
IRS990/TravelGrp/ProgramServicesAmt06545
IRS990/TravelGrp/TotalAmt09770
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06210 SCOTT ST 213
IRS990/USAddress/CityNm0PUNTA GORDA
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033950
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.CHARLOTTESYMPHONY.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL LANDSBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09412055996
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUNTA GORDA SYMPHONY INC
ReturnHeader/Filer/BusinessNameControlTxt0PUNT
ReturnHeader/Filer/EIN0592029342
ReturnHeader/Filer/PhoneNum09412055996
ReturnHeader/Filer/USAddress/AddressLine1Txt06210 SCOTT ST 213
ReturnHeader/Filer/USAddress/CityNm0PUNTA GORDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033950
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0651042803
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OLSEN LYNCH & WRIGHT CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0334 W OLYMPIA AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PUNTA GORDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0339504412
ReturnHeader/PreparerPersonGrp/PhoneNum09416390888
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA J LYNCH

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$394,124
Liabilities
$172,338
Net assets
$221,786
Revenue
$773,003
Expenses
$773,769
Net income
-$766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.16$0.42$0.26$0.03$0.14$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.45$0.15$2.93$4.97$2.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.27$1.88$5.84$8.26$2.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.06$4.30$8.82$8.00$0.82
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.23$3.75$3.47$5.89$4.63$1.26
2020Detailed filing. Detailed filing data is available for this year.$3.94$1.72$2.22$7.73$7.74$0.01
2019Summary only. Only limited summary data is available for this year.$4.16$1.93$2.23$5.86$6.36$0.50
2018Summary only. Only limited summary data is available for this year.$4.50$1.78$2.73$7.21$5.65$1.56
2017Summary only. Only limited summary data is available for this year.$2.95$1.79$1.17$6.85$6.38$0.47
2016Detailed filing. Detailed filing data is available for this year.$2.45$1.75$0.70$5.79$5.76$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$1.55$0.68$5.20$5.31$0.11
2014Summary only. Only limited summary data is available for this year.$2.52$1.49$1.03$3.85$3.78$0.08
2013Summary only. Only limited summary data is available for this year.$1.64$0.69$0.95$3.89$4.80$0.91
2012Summary only. Only limited summary data is available for this year.$2.36$0.49$1.86$5.25$4.14$1.11