Civic Intelligence

Charlotte Symphony Orchestra Inc

990 • Fiscal year 2023 • EIN 59-2029342

May 01, 2022 to Apr 30, 2023 • Filed on Mar 06, 2024

Organization ProfileWWW.PGSYMPHONY.ORG
PO Box 511047Punta Gorda, FL 33951

(813) 708-3292

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$215,000

Down $220,851 (-51%) from 2022

Net Assets

Down

$187,762

Down $241,881 (-56%) from 2022

Liabilities

Up

$27,238

Up $21,030 (+339%) from 2022

Revenue And Expenses

Revenue

Down

$584,373

Down $297,923 (-34%) from 2022

Expenses

Up

$826,254

Up $26,116 (+3.3%) from 2022

Net Income

Down

-$241,881

Down $324,039 (-394%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$215,000
Liabilities$27,238
Net Assets$187,762
Open 2023 Filing

Operations Trend

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

2023

Revenue$584,373
Expenses$826,254
Net Income-$241,881
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Mar 6, 2024
Return Version
2022v5.0
Gross Receipts
$592,976
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$401,628$194,830▼ $206,798
Prepaid Expenses and Deferred Charges$12,608$12,608→ $0
Land, Buildings, and Equipment, Net$9,800$6,536▼ $3,264
Accounts Receivable$145$1,026▲ $881
Total Assets$435,851$215,000▼ $220,851
Other Assets Total$11,670--
Liabilities
Accounts Payable and Accrued Expenses$6,208$23,671▲ $17,463
Deferred Revenue-$3,567-
Total Liabilities$6,208$27,238▲ $21,030
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$427,468$185,587▼ $241,881
Net Assets With Donor Restrictions$2,175$2,175→ $0
Total Net Assets Fund Balance$429,643$187,762▼ $241,881
Total Liabilities and Net Assets / Fund Balance$435,851$215,000▼ $220,851

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,536$25,900$32,436
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael LandsbergPresident
Christopher Constance MdDirector
Donna PetermanDirector
Elaine RiceDirector
Jill MccroryDirector
Lisa HallDirector
Rudy AskewDirector
Shaune FreelandDirector
Catherine ReicheSecretary
Steven ShellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$369,388
Program Service Revenue
$215,851
Investment Income
$682
Other Revenue
$-1,548
All Other Contributions
$324,478
Change in Net Assets
$-241,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$613,752
Salaries, Compensation, and Employee Benefits$212,502
Total Fundraising Expense$51,254
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$144,615$13,867$39,620$198,102
Advertising$29,391$2,818$8,052$40,261
Fees for Services Legal$31,752$3,528-$35,280
Occupancy$22,848$1,987-$24,835
Information Technology$11,837$2,960-$14,797
Office Expenses$12,806$396-$13,202
Payroll Taxes$8,745$839$2,396$11,980
Fees for Services Other$779$9,678$214$10,671
Other Expenses$3,549$340$972$4,861
Insurance$2,930$733-$3,663
Fees for Services Accounting$3,240$360-$3,600
Depreciation Depletion$3,263--$3,263
All Other Expenses$2,454$614-$3,068
Other Employee Benefits$2,420--$2,420
Total Functional Expenses$733,683$41,317$51,254$826,254
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,603
Fundraising Gross Income$7,055
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
Backup withholding compliance
No
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
No
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

“A copy of form 990 is provided to the board of directors for their review and approval prior to filing the return.”

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

“The management of the organization publicizes conflict of interest and confidentiality policies 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 adjust 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

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Punta Gorda Symphony Inc
EIN
59-2029342
Address
PO BOX 511047, PUNTA GORDA, FL 33951

Signing Officer

Name
Michael Landsberg
Title
President
Phone
9412055996
Signed
2024-03-06

Organization Details

Principal Officer
Michael Landsberg
Formed
1987
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
7
Volunteers
38

Preparer

Firm
Joiner & Savasuk Cpas Pllc
Address
701 JC CENTER CT 7, PORT CHARLOTTE, FL 33954-2826
Preparer
Kimberly R Savasuk CPA
Phone
9412060077
Raw XML AppendixShowing 400 of 414 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06208
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt023671
IRS990/AccountsReceivableGrp/BOYAmt0145
IRS990/AccountsReceivableGrp/EOYAmt01026
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE A QUALITY REGIONAL ORCHESTRA, SERVING THE COMMUNITY WITH SYMPHONIC MUSIC, A VALUABLE PART OF CULTURAL GROWTH.
IRS990/AdvertisingGrp/FundraisingAmt08052
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02818
IRS990/AdvertisingGrp/ProgramServicesAmt029391
IRS990/AdvertisingGrp/TotalAmt040261
IRS990/AllOtherContributionsAmt0324478
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0614
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02454
IRS990/AllOtherExpensesGrp/TotalAmt03068
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PUNTA GORDA SYMPHONY INC
IRS990/BooksInCareOfDetail/PhoneNum08137083292
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 511047
IRS990/BooksInCareOfDetail/USAddress/CityNm0PUNTA GORDA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033951
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0369388
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0682
IRS990/CYOtherExpensesAmt0613752
IRS990/CYOtherRevenueAmt0-1548
IRS990/CYProgramServiceRevenueAmt0215851
IRS990/CYRevenuesLessExpensesAmt0-241881
IRS990/CYSalariesCompEmpBnftPaidAmt0212502
IRS990/CYTotalExpensesAmt0826254
IRS990/CYTotalFundraisingExpenseAmt051254
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0584373
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/EOYAmt03567
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03263
IRS990/DepreciationDepletionGrp/TotalAmt03263
IRS990/Desc0DURING THE FISCAL YEAR ENDING 04/30/2023 THERE WERE 3 SUMMER CONCERTS, 6 FULL ORCHESTRA CONCERTS SCHEDULED, WITH 1 CANCELLED. THERE WERE 3 WINTER CHAMBER CONCERTS. SEASON TOTAL 11 CONCERTS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02175
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02175
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0733683
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0360
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03240
IRS990/FeesForServicesAccountingGrp/TotalAmt03600
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03528
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt031752
IRS990/FeesForServicesLegalGrp/TotalAmt035280
IRS990/FeesForServicesOtherGrp/FundraisingAmt0214
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt09678
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0779
IRS990/FeesForServicesOtherGrp/TotalAmt010671
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.00
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/IndividualTrusteeOrDirectorInd9X
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0RUDY ASKEW
IRS990/Form990PartVIISectionAGrp/PersonNm1SHAUNE FREELAND
IRS990/Form990PartVIISectionAGrp/PersonNm2LISA HALL
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL LANDSBERG
IRS990/Form990PartVIISectionAGrp/PersonNm4JILL MCCRORY
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRISTOPHER CONSTANCE MD
IRS990/Form990PartVIISectionAGrp/PersonNm6DONNA PETERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7CATHERINE REICHE
IRS990/Form990PartVIISectionAGrp/PersonNm8ELAINE RICE
IRS990/Form990PartVIISectionAGrp/PersonNm9STEVEN SHELL
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/ReportableCompFromOrgAmt90
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt08603
IRS990/FundraisingGrossIncomeAmt07055
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt044910
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0592976
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02960
IRS990/InformationTechnologyGrp/ProgramServicesAmt011837
IRS990/InformationTechnologyGrp/TotalAmt014797
IRS990/InsuranceGrp/ManagementAndGeneralAmt0733
IRS990/InsuranceGrp/ProgramServicesAmt02930
IRS990/InsuranceGrp/TotalAmt03663
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0682
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0682
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt0110
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt025900
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09800
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06536
IRS990/LandBldgEquipCostOrOtherBssAmt032436
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/NetAssetsOrFundBalancesBOYAmt0429643
IRS990/NetAssetsOrFundBalancesEOYAmt0187762
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1548
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0427468
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0185587
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01987
IRS990/OccupancyGrp/ProgramServicesAmt022848
IRS990/OccupancyGrp/TotalAmt024835
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0396
IRS990/OfficeExpensesGrp/ProgramServicesAmt012806
IRS990/OfficeExpensesGrp/TotalAmt013202
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011670
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02420
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02420
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1EDUCATION
IRS990/OtherExpensesGrp/Desc2LICENSE AND PERMITS
IRS990/OtherExpensesGrp/Desc3SPECIAL EVENTS
IRS990/OtherExpensesGrp/FundraisingAmt0972
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03197
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1340
IRS990/OtherExpensesGrp/ProgramServicesAmt0432598
IRS990/OtherExpensesGrp/ProgramServicesAmt112786
IRS990/OtherExpensesGrp/ProgramServicesAmt27670
IRS990/OtherExpensesGrp/ProgramServicesAmt33549
IRS990/OtherExpensesGrp/TotalAmt0432598
IRS990/OtherExpensesGrp/TotalAmt115983
IRS990/OtherExpensesGrp/TotalAmt27670
IRS990/OtherExpensesGrp/TotalAmt34861
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt039620
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013867
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0144615
IRS990/OtherSalariesAndWagesGrp/TotalAmt0198102
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02396
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0839
IRS990/PayrollTaxesGrp/ProgramServicesAmt08745
IRS990/PayrollTaxesGrp/TotalAmt011980
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012608
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012608
IRS990/PrincipalOfficerNm0MICHAEL LANDSBERG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONCERT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1AD SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0202401
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt113450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0202401
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt113450
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0577522
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02107
IRS990/PYOtherExpensesAmt0550750
IRS990/PYOtherRevenueAmt01438
IRS990/PYProgramServiceRevenueAmt0301229
IRS990/PYRevenuesLessExpensesAmt082158
IRS990/PYSalariesCompEmpBnftPaidAmt0249388
IRS990/PYTotalExpensesAmt0800138
IRS990/PYTotalRevenueAmt0882296
IRS990/ReconcilationRevenueExpnssAmt0-241881
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0401628
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0194830
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0376443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0577522
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0488423
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0461077
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0294411
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02197876
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0702
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02107
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01920
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01918
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01313
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07960
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0301229
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0302667
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt098377
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0323444
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0306685
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01332402
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0702
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02107
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01920
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01918
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01313
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07960
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99780
IRS990ScheduleA/PublicSupportTotal509Amt03530278
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0677672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0880189
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0586800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0784521
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0601096
IRS990ScheduleA/Total509Grp/TotalAmt03530278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0678374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0882296
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0588720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0786439
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0602409
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03538238
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/OtherLandBuildingsGrp/BookValueAmt06536
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt025900
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt032436
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06536
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MANAGEMENT OF THE ORGANIZATION PUBLICIZES CONFLICT OF INTEREST AND CONFIDENTIALITY POLICIES TO ALL INVOLVED PARTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS THE DUTIES AND RESPONSIBILITIES OF THE TOP OFFICIAL AND ADJUST THE SALARY ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS AND KEY EMPLOYEE'S DUTIES AND RESPONSIBILITIES ARE REVIEWED BY THE BOARD OF DIRECTORS AND ADJUSTED ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/TotalAssetsBOYAmt0435851
IRS990/TotalAssetsEOYAmt0215000
IRS990/TotalAssetsGrp/BOYAmt0435851
IRS990/TotalAssetsGrp/EOYAmt0215000
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0369388
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt051254
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041317
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0733683
IRS990/TotalFunctionalExpensesGrp/TotalAmt0826254
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06208
IRS990/TotalLiabilitiesEOYAmt027238
IRS990/TotalLiabilitiesGrp/BOYAmt06208
IRS990/TotalLiabilitiesGrp/EOYAmt027238
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0429643
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0187762
IRS990/TotalProgramServiceExpensesAmt0733683
IRS990/TotalProgramServiceRevenueAmt0215851
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0216533
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0584373
IRS990/TotalVolunteersCnt038
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0435851
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0215000
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.PGSYMPHONY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL LANDSBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09412055996
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUNTA GORDA SYMPHONY INC
ReturnHeader/Filer/BusinessNameControlTxt0PUNT
ReturnHeader/Filer/EIN0592029342
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 511047
ReturnHeader/Filer/USAddress/CityNm0PUNTA GORDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033951
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900597571
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOINER & SAVASUK CPAS PLLC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$215,000
Liabilities
$27,238
Net assets
$187,762
Revenue
$584,373
Expenses
$826,254
Net income
-$241,881
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
2023Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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