Civic Intelligence

Florida West Coast Symphony Inc D/B/A Sarasota Orchestra

990 • Fiscal year 2020 • EIN 59-2603081

Aug 01, 2019 to Jul 31, 2020 • Filed on Dec 11, 2020

709 North 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

48th percentile

0.20x

Higher debt load relative to assets than 48% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

42nd percentile

0.22x

Higher debt load relative to revenue than 42% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$209,146

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

89th percentile

46%

Faster asset growth than 89% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

23%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$15,146,928

Up $4,774,251 (+46%) from 2019

Net Assets

Up

$12,157,935

Up $4,112,880 (+51%) from 2019

Liabilities

Up

$2,988,993

Up $661,371 (+28%) from 2019

Revenue

Up

$13,740,273

Up $2,525,980 (+23%) from 2019

Expenses

Down

$9,729,461

Down $1,147,612 (-11%) from 2019

Net Income

Up

$4,010,812

Up $3,673,592 (+1089%) from 2019

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $10,444,427Liabilities 2010: $3,443,714Net Assets 2010: $7,000,7132010Assets 2011: $9,450,846Liabilities 2011: $2,211,321Net Assets 2011: $7,239,5252011Assets 2012: $8,946,181Liabilities 2012: $1,700,535Net Assets 2012: $7,245,6462012Assets 2013: $9,033,469Liabilities 2013: $1,624,876Net Assets 2013: $7,408,5932013Assets 2014: $9,800,739Liabilities 2014: $2,257,912Net Assets 2014: $7,542,8272014Assets 2015: $9,210,237Liabilities 2015: $2,085,315Net Assets 2015: $7,124,9222015Assets 2016: $9,045,782Liabilities 2016: $2,250,123Net Assets 2016: $6,795,6592016Assets 2017: $10,418,379Liabilities 2017: $2,281,839Net Assets 2017: $8,136,5402017Assets 2018: $9,840,371Liabilities 2018: $2,215,300Net Assets 2018: $7,625,0712018Assets 2019: $10,372,677Liabilities 2019: $2,327,622Net Assets 2019: $8,045,0552019Assets 2020: $15,146,928Liabilities 2020: $2,988,993Net Assets 2020: $12,157,9352020Assets 2021: $33,277,421Liabilities 2021: $2,249,299Net Assets 2021: $31,028,1222021Assets 2022: $33,319,579Liabilities 2022: $2,733,062Net Assets 2022: $30,586,5172022Assets 2023: $31,780,178Liabilities 2023: $3,340,195Net Assets 2023: $28,439,9832023Assets 2024: $83,523,728Liabilities 2024: $2,956,883Net Assets 2024: $80,566,8452024Assets 2025: $111,857,902Liabilities 2025: $4,967,176Net Assets 2025: $106,890,7262025

Highlighted filing

2020

Assets$15,146,928
Liabilities$2,988,993
Net Assets$12,157,935

Operations Trend

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $6,953,6162010Expenses 2011: $6,856,9182011Revenue 2012: $6,552,051Expenses 2012: $6,946,420Net Income 2012: -$394,3692012Expenses 2013: $7,179,0302013Revenue 2014: $8,124,571Expenses 2014: $8,044,277Net Income 2014: $80,2942014Revenue 2015: $8,255,248Expenses 2015: $8,637,583Net Income 2015: -$382,3352015Revenue 2016: $8,678,266Expenses 2016: $9,010,757Net Income 2016: -$332,4912016Revenue 2017: $11,184,996Expenses 2017: $9,770,009Net Income 2017: $1,414,9872017Revenue 2018: $9,605,017Expenses 2018: $10,046,009Net Income 2018: -$440,9922018Revenue 2019: $11,214,293Expenses 2019: $10,877,073Net Income 2019: $337,2202019Revenue 2020: $13,740,273Expenses 2020: $9,729,461Net Income 2020: $4,010,8122020Revenue 2021: $26,320,822Expenses 2021: $7,490,676Net Income 2021: $18,830,1462021Revenue 2022: $13,124,134Expenses 2022: $11,369,862Net Income 2022: $1,754,2722022Revenue 2023: $10,091,175Expenses 2023: $13,385,444Net Income 2023: -$3,294,2692023Revenue 2024: $66,519,737Expenses 2024: $14,285,173Net Income 2024: $52,234,5642024Revenue 2025: $41,951,923Expenses 2025: $15,747,249Net Income 2025: $26,204,6742025

Highlighted filing

2020

Revenue$13,740,273
Expenses$9,729,461
Net Income$4,010,812
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Dec 11, 2020
Return Version
2019v5.1
Gross Receipts
$15,123,908
Mission and Program Overview

Mission

The mission of the sarasota orchestra is to engage, educate and enrich our community through high quality live musical experiences. Sarasota orchestra is committed to engaging our community with the highest standards in performing and programming, operating in a culture of service, respect and collaboration, and performing classical music and welcoming great music from other genres.

The mission of the sarasota orchestra is to engage, educate and enrich our community through high quality live musical experiences.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,405,767$6,457,119▲ $3,051,352
Land, Buildings, and Equipment, Net$3,345,953$3,270,225▼ $75,728
Cash and Non-Interest-Bearing Accounts$617,357$2,644,071▲ $2,026,714
Savings and Temporary Cash Investments$1,939,841$1,968,002▲ $28,161
Prepaid Expenses and Deferred Charges$166,019$138,281▼ $27,738
Pledges and Grants Receivable$273,740$93,003▼ $180,737
Total Assets$10,372,677$15,146,928▲ $4,774,251
Other Assets Total$624,000$576,227▼ $47,773
Liabilities
Deferred Revenue$1,871,138$1,465,332▼ $405,806
Mortgage Notes Payable Secured by Investment Property$53,755$1,255,092▲ $1,201,337
Accounts Payable and Accrued Expenses$402,729$268,569▼ $134,160
Total Liabilities$2,327,622$2,988,993▲ $661,371
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,778,790$7,573,538▲ $2,794,748
Net Assets Without Donor Restrictions$3,266,265$4,584,397▲ $1,318,132
Total Net Assets Fund Balance$8,045,055$12,157,935▲ $4,112,880
Total Liabilities and Net Assets / Fund Balance$10,372,677$15,146,928▲ $4,774,251

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,235,796$3,353,907$4,589,703
Other Land Buildings$1,681,524-$1,681,524
Equipment$352,905$684,734$1,037,639

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,876,716-▲ $85,974-$1,962,690
2018$1,850,916-▲ $25,800-$1,876,716
2017$1,907,497-▼ $56,581-$1,850,916
2016$1,830,588-▲ $76,909-$1,907,497
2015$1,827,633-▲ $87,474$84,519$1,830,588
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph MckennaPresident and CEOFT$174,985$34,161$209,146
Deborah TrimbleKey Employee - FormerFT$167,893$15,122$183,015
Cathy WilsonChief Financial OfficerFT$126,063$18,815$144,878
Gordon GreenfieldChief Operating OfficerFT$118,810$11,754$130,564

Board Members and Trustees

NameTitle
Tom RyanChair
Arnold HoffmanVice Chair
Lois StulbergVice Chair
Tom KoskiVice Chair
Anne Folsom SmithDirector
Chas WoodDirector
David GreenDirector
David StevesDirector
Jack BuhsmerDirector
Kim WheelerDirector
Mike EspositoDirector
Peter KretzmerDirector
Richard RiveraDirector
Rick LannamannDirector
Robin SerbinDirector
Rose-anne FranoDirector
Tammie SandovalDirector
Jill LevineSecretary
Billy RobinsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,392,751
Program Service Revenue
$2,718,433
Investment Income
$184,929
Other Revenue
$444,160
All Other Contributions
$8,367,800
Change in Net Assets
$4,010,812

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,325,424
Revenue Not Reported on Financial Statements
$1,414,849
Revenue Not Reported on Form 990
$1,616,324
Other Revenue Adjustments
$1,403,855
Total Revenue per Audited Statements
$13,941,748
Total Revenue per Form 990
$13,740,273
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,369,568
Other Expenses$2,331,719
Total Fundraising Expense$1,048,883
Grants and Similar Amounts Paid$28,174
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,822,279$243,366$598,733$5,664,378
Occupancy$690,028$17,478$23,250$730,756
Other Employee Benefits$494,922$40,432$74,452$609,806
Current Officers, Directors, Trustees, and Key Employees$260,994$113,967$140,309$515,270
Payroll Taxes$358,781$26,505$53,612$438,898
Office Expenses$239,286$26,688$57,754$323,728
Depreciation Depletion$212,497$20,730$22,763$255,990
Advertising$224,860$152-$225,012
Pension Plan Contributions$123,575$4,893$12,748$141,216
Fees for Services Other$83,861$5,681$8,671$98,213
Information Technology$42,310$47,436-$89,746
Travel$39,326$7,038$9,791$56,155
Other Expenses$47,575$41,677$35,592$35,592
Fees for Services Accounting$27,580$1,868$2,852$32,300
Fees for Services Legal$26,047$1,764$2,693$30,504
Grants to Domestic Individuals$28,174--$28,174
Fees for Service Investment Mgmnt Fees-$10,994-$10,994
Interest$1,464--$1,464
Total Functional Expenses$8,069,649$610,929$1,048,883$9,729,461

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,994,630
Total Expenses per Form 990$9,729,461
Expenses per Audited Statements$9,718,467
Expenses Not Reported on Form 990$276,163
Expenses Not Reported on Financial Statements$10,994
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$588,224
Fundraising Direct Expenses$230,278
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Conductor Dinner Series$285,583$282,233$11,390$270,843
Brunch$250,774$183,799$5,672$178,127
Total Events$661,069$588,224$230,278$357,946
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed by the organization's chief financial officer and chief executive officer. Additionally, a copy is provided to the board of directors requesting review and questions to be completed before filing.

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

Each year all board members fill out a conflict of interest questionnaire and conflict of interest policy acknowledgement.

Form 990, Part VI, Section B, Line 15

Comparison studies are made for each position to similar positions in like non-profit organizations. Studies are reviewed year of hire and each year when determining annual compensation changes.

Form 990, Part VI, Section C, Line 19

The organization places the audited financial statement of it's most recently completed fiscal year on its website and makes its governing documents and conflict of interest policy available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Florida West Coast Symphony Inc
EIN
59-2603081
Phone
9419534252
Address
709 NORTH TAMIAMI TRAIL, SARASOTA, FL 34236

Signing Officer

Name
Joseph Mckenna
Title
President/CEO
Phone
9419534252
Signed
2020-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Mckenna
Formed
1949
Legal Domicile
Fl
Voting Board Members
19
Independent Board Members
19
Employees
333
Volunteers
350

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of split interest agreements -44,155.

Form 990, Part XII, Line 2C

The organization did not change its audit review process during the year.

Financial Statement Notes

PART V, LINE 4:

To support the florida west coast symphony.

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, 2020, 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.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Revenue from related organization included on separate 990 1,193,938. Rental expenses and cost of good sold netted with revenue on 990 27,451. Special event expenses netted with revenue on 990 230,278.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Contributions from related organizations 1,359,700. Change in value of split interest agreements 44,155.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses and cost of goods sold netted with revenue on 990 27,451. Special event expenses netted with revenue on 990 230,278.

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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/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1918815
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2030561
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2111754
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2215122
IRS990/Form990PartVIISectionAGrp/PersonNm0TOM RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JILL LEVINE
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM KOSKI
IRS990/Form990PartVIISectionAGrp/PersonNm3BILLY ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm4LOIS STULBERG
IRS990/Form990PartVIISectionAGrp/PersonNm5ARNOLD HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6JACK BUHSMER
IRS990/Form990PartVIISectionAGrp/PersonNm7ANNE FOLSOM SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm8MIKE ESPOSITO
IRS990/Form990PartVIISectionAGrp/PersonNm9RICK LANNAMANN
IRS990/Form990PartVIISectionAGrp/PersonNm10PETER KRETZMER
IRS990/Form990PartVIISectionAGrp/PersonNm11ROSE-ANNE FRANO
IRS990/Form990PartVIISectionAGrp/PersonNm12TAMMIE SANDOVAL
IRS990/Form990PartVIISectionAGrp/PersonNm13DAVID GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm14ROBIN SERBIN
IRS990/Form990PartVIISectionAGrp/PersonNm15KIM WHEELER
IRS990/Form990PartVIISectionAGrp/PersonNm16CHAS WOOD
IRS990/Form990PartVIISectionAGrp/PersonNm17DAVID STEVES
IRS990/Form990PartVIISectionAGrp/PersonNm18RICHARD RIVERA
IRS990/Form990PartVIISectionAGrp/PersonNm19CATHY WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm20JOSEPH MCKENNA
IRS990/Form990PartVIISectionAGrp/PersonNm21GORDON GREENFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm22DEBORAH TRIMBLE
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/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19126063
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20178585
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21118810
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22167893
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt22KEY EMPLOYEE - FORMER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt072845
IRS990/FundraisingDirectExpensesAmt0230278
IRS990/FundraisingGrossIncomeAmt0588224
IRS990/GainOrLossGrp/SecuritiesAmt040859
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GovernmentGrantsAmt0592406
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt028174
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt028174
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01166765
IRS990/GrossReceiptsAmt015123908
IRS990/GrossRentsGrp/RealAmt09953
IRS990/GrossSalesOfInventoryAmt02420
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt047436
IRS990/InformationTechnologyGrp/ProgramServicesAmt042310
IRS990/InformationTechnologyGrp/TotalAmt089746
IRS990/InterestGrp/ProgramServicesAmt01464
IRS990/InterestGrp/TotalAmt01464
IRS990/InvestmentIncomeGrp/ExclusionAmt0144070
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0144070
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03405767
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06457119
IRS990/IRPDocumentCnt094
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04038641
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03345953
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03270225
IRS990/LandBldgEquipCostOrOtherBssAmt07308866
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01125906
IRS990/LessRentalExpensesGrp/RealAmt024651
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE SARASOTA ORCHESTRA IS TO ENGAGE, EDUCATE AND ENRICH OUR COMMUNITY THROUGH HIGH QUALITY LIVE MUSICAL EXPERIENCES. SARASOTA ORCHESTRA IS COMMITTED TO ENGAGING OUR COMMUNITY WITH THE HIGHEST STANDARDS IN PERFORMING AND PROGRAMMING, OPERATING IN A CULTURE OF SERVICE, RESPECT AND COLLABORATION, AND PERFORMING CLASSICAL MUSIC AND WELCOMING GREAT MUSIC FROM OTHER GENRES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt053755
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01255092
IRS990/NetAssetsOrFundBalancesBOYAmt08045055
IRS990/NetAssetsOrFundBalancesEOYAmt012157935
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt040859
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt040859
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0357946
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0357946
IRS990/NetIncomeOrLossGrp/ExclusionAmt0-380
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-380
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-14698
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-14698
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0146223
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03266265
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04584397
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt023250
IRS990/OccupancyGrp/ManagementAndGeneralAmt017478
IRS990/OccupancyGrp/ProgramServicesAmt0690028
IRS990/OccupancyGrp/TotalAmt0730756
IRS990/OfficeExpensesGrp/FundraisingAmt057754
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt026688
IRS990/OfficeExpensesGrp/ProgramServicesAmt0239286
IRS990/OfficeExpensesGrp/TotalAmt0323728
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0624000
IRS990/OtherAssetsTotalGrp/EOYAmt0576227
IRS990/OtherChangesInNetAssetsAmt0-44155
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt074452
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt040432
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0494922
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0609806
IRS990/OtherExpensesGrp/Desc0OTHER PRODUCTION EXPENS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2OTHER FUNDRAISING EXPEN
IRS990/OtherExpensesGrp/FundraisingAmt0204
IRS990/OtherExpensesGrp/FundraisingAmt15459
IRS990/OtherExpensesGrp/FundraisingAmt235592
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0260
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt141677
IRS990/OtherExpensesGrp/ProgramServicesAmt0346090
IRS990/OtherExpensesGrp/ProgramServicesAmt147575
IRS990/OtherExpensesGrp/TotalAmt0346554
IRS990/OtherExpensesGrp/TotalAmt194711
IRS990/OtherExpensesGrp/TotalAmt235592
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1511120
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/Desc1PROGRAM ROYALTIES
IRS990/OtherRevenueMiscGrp/ExclusionAmt093594
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt093594
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17698
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt07698
IRS990/OtherRevenueTotalAmt0101292
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0598733
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0243366
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04822279
IRS990/OtherSalariesAndWagesGrp/TotalAmt05664378
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt053612
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt026505
IRS990/PayrollTaxesGrp/ProgramServicesAmt0358781
IRS990/PayrollTaxesGrp/TotalAmt0438898
IRS990/PensionPlanContributionsGrp/FundraisingAmt012748
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04893
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0123575
IRS990/PensionPlanContributionsGrp/TotalAmt0141216
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0273740
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt093003

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$112$4.97$107$42.0$15.7$26.2
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.5$2.96$80.6$66.5$14.3$52.2
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$3.34$28.4$10.1$13.4$3.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.3$2.73$30.6$13.1$11.4$1.75
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.3$2.25$31.0$26.3$7.49$18.8
2020Detailed filing. Detailed filing data is available for this year.$15.1$2.99$12.2$13.7$9.73$4.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$2.33$8.05$11.2$10.9$0.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.84$2.22$7.63$9.61$10.0$0.44
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$2.28$8.14$11.2$9.77$1.41
2016Detailed filing. Detailed filing data is available for this year.$9.05$2.25$6.80$8.68$9.01$0.33
2015Detailed filing. Detailed filing data is available for this year.$9.21$2.09$7.12$8.26$8.64$0.38
2014Detailed filing. Detailed filing data is available for this year.$9.80$2.26$7.54$8.12$8.04$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.03$1.62$7.41$7.18
2012Summary only. Only limited summary data is available for this year.$8.95$1.70$7.25$6.55$6.95$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.45$2.21$7.24$6.86
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$3.44$7.00$6.95