Civic Intelligence

Southwest Florida Symphony Endowment Foundation Inc.

990 • Fiscal year 2015 • EIN 80-0030849

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 05, 2015

Organization ProfileN/A
12480 Brantley Commons CourtFort Myers, FL 33907

(239) 210-2345

Siviq Scores

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

Liabilities / Assets

51st percentile

0.11x

Higher debt load relative to assets than 51% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.70x

Higher debt load relative to revenue than 81% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

98th percentile

87%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$2,764,579

Up $419,420 (+18%) from 2014

Net Assets

Up

$2,450,859

Up $355,701 (+17%) from 2014

Liabilities

Up

$313,720

Up $63,719 (+25%) from 2014

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin98th percentile

Revenue

Down

$446,234

Down $1,494,428 (-77%) from 2014

Expenses

Up

$58,505

Up $53,835 (+1153%) from 2014

Net Income

Down

$387,729

Down $1,548,263 (-80%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $468,675Liabilities 2011: $0Net Assets 2011: $468,6752011Assets 2012: $372,889Liabilities 2012: $0Net Assets 2012: $372,8892012Assets 2013: $149,250Liabilities 2013: $0Net Assets 2013: $149,2502013Assets 2014: $2,345,159Liabilities 2014: $250,001Net Assets 2014: $2,095,1582014Assets 2015: $2,764,579Liabilities 2015: $313,720Net Assets 2015: $2,450,8592015Assets 2016: $2,523,183Liabilities 2016: $166,936Net Assets 2016: $2,356,2472016Assets 2017: $2,570,800Liabilities 2017: $0Net Assets 2017: $2,570,8002017Assets 2018: $2,563,925Liabilities 2018: $0Net Assets 2018: $2,563,9252018Assets 2019: $2,443,624Liabilities 2019: $0Net Assets 2019: $2,443,6242019Assets 2020: $2,229,695Liabilities 2020: $0Net Assets 2020: $2,229,6952020Assets 2021: $3,472,918Liabilities 2021: $0Net Assets 2021: $3,472,9182021Assets 2022: $2,959,835Liabilities 2022: $61,650Net Assets 2022: $2,898,1852022Assets 2023: $3,156,474Liabilities 2023: $0Net Assets 2023: $3,156,4742023

Highlighted filing

2015

Assets$2,764,579
Liabilities$313,720
Net Assets$2,450,859
Open 2015 Filing

Operations Trend

Revenue Growth2nd percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $603,2522011Expenses 2012: $96,8062012Expenses 2013: $251,1832013Revenue 2014: $1,940,662Expenses 2014: $4,670Net Income 2014: $1,935,9922014Revenue 2015: $446,234Expenses 2015: $58,505Net Income 2015: $387,7292015Revenue 2016: $133,355Expenses 2016: $160,261Net Income 2016: -$26,9062016Revenue 2017: $75,552Expenses 2017: $149,929Net Income 2017: -$74,3772017Revenue 2018: $147,188Expenses 2018: $221,397Net Income 2018: -$74,2092018Revenue 2019: $145,446Expenses 2019: $292,431Net Income 2019: -$146,9852019Revenue 2020: $94,978Expenses 2020: $268,274Net Income 2020: -$173,2962020Revenue 2021: $827,647Expenses 2021: $139,089Net Income 2021: $688,5582021Revenue 2022: $206,716Expenses 2022: $224,839Net Income 2022: -$18,1232022Revenue 2023: $917,592Expenses 2023: $419,302Net Income 2023: $498,2902023

Highlighted filing

2015

Revenue$446,234
Expenses$58,505
Net Income$387,729
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 5, 2015
Return Version
2014v5.0
Gross Receipts
$1,107,379
Mission and Program Overview

Mission

To manage endowments and investments on behalf of the southwest florida symphony orchestra and chorus association, inc.

To manage endowments and investments on behalf of the southwest florida symphony orchestra and chorus association inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$159,838$2,647,964▲ $2,488,126
Savings and Temporary Cash Investments$2,184,656$115,860▼ $2,068,796
Total Assets$2,345,159$2,764,579▲ $419,420
Other Assets Total$665$755▲ $90
Liabilities
Other Liabilities$250,001$313,720▲ $63,719
Total Liabilities$250,001$313,720▲ $63,719
Net Assets / Fund Balance
Unrestricted Net Assets$1,933,862$2,294,792▲ $360,930
Permanently Rstr Net Assets$161,296$156,067▼ $5,229
Total Net Assets Fund Balance$2,095,158$2,450,859▲ $355,701
Total Liabilities and Net Assets / Fund Balance$2,345,159$2,764,579▲ $419,420

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$161,296-▲ $1,915-$156,067
2013$145,897-▲ $9,098-$161,296
2012$140,678-▲ $7,337-$145,897
2011$143,538-▲ $974-$140,678
2010$133,987-▲ $15,907-$143,538
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Michael Schneider-christiansPresident
Don KingDirector
John BoydDirector
Robert DiefenbachDirector
John HudsonFmr Director
David Carleton HallSec/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$390,957
Program Service Revenue
$0
Investment Income
$55,277
Other Revenue
$0
All Other Contributions
$390,957
Change in Net Assets
$387,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$55,000
Other Expenses$3,505
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Grants to Domestic Individuals$5,000--$5,000
Fees for Services Accounting-$1,200-$1,200
Other Expenses$1,894$411-$411
Total Functional Expenses$56,894$1,611$0$58,505
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southwest Florida SymphonyFort Myers, FL3Annual Draw/awards$50,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held on Behalf of Symphony$313,720
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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

“An independent cpa reviews the form 990 with the treasurer. Each trustee receives a copy of the form 990 for review and acceptance prior to filing.”

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

“The trustees annually review and renew their adherence to the policy.”

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

“The organization has no employees and provides no compensation to its board members.”

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

“The organization has no employees and provides no compensation to its board members.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Southwest Florida Symphony
EIN
80-0030849
Phone
2392102345
Address
12480 BRANTLEY COMMONS COURT, FORT MYERS, FL 33907

Signing Officer

Name
David Carleton Hall
Title
Secretary/treasurer
Phone
2392102345
Signed
2015-10-05
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Hughes Snell & Co Pa
Address
1470 ROYAL PALM SQUARE BLVD, FORT MYERS, FL 33919-1049
Preparer
Sharon M Thompson
Phone
2399392233
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“The five members of the board of directors are all volunteers.”

Form 990, Part XI, Line 9

“Unrealized gaines on investments -32,028”

Raw XML AppendixShowing 400 of 401 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/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO MANAGE ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC.
IRS990/AllOtherContributionsAmt0390957
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0DAVID CARLETON HALL
IRS990/BooksInCareOfDetail/PhoneNum02392102345
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012480 BRANTLEY COMMONS COURT
IRS990/BooksInCareOfDetail/USAddress/CityNm0FORT MYERS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033907
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0390957
IRS990/CYGrantsAndSimilarPaidAmt055000
IRS990/CYInvestmentIncomeAmt055277
IRS990/CYOtherExpensesAmt03505
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0387729
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt058505
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0446234
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE ORGANIZATION PROVIDES FOR THE MANAGEMENT OF ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt056894
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01200
IRS990/FeesForServicesAccountingGrp/TotalAmt01200
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL SCHNEIDER-CHRISTIANS
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID CARLETON HALL
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN BOYD
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT DIEFENBACH
IRS990/Form990PartVIISectionAGrp/PersonNm4DON KING
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN HUDSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SEC/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5FMR DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt020753
IRS990/GainOrLossGrp/SecuritiesAmt0-5632
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt055000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt05000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt05000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt050000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt050000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt020753
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0655513
IRS990/GrossReceiptsAmt01107379
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt040156
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040156
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0159838
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02647964
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0661145
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO MANAGE ENDOWMENTS AND INVESTMENTS ON BEHALF OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02095158
IRS990/NetAssetsOrFundBalancesEOYAmt02450859
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt015121
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt015121
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0665
IRS990/OtherAssetsTotalGrp/EOYAmt0755
IRS990/OtherChangesInNetAssetsAmt0-32028
IRS990/OtherExpensesGrp/Desc0EVENTS
IRS990/OtherExpensesGrp/Desc1ANNUAL CORPORATE FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0411
IRS990/OtherExpensesGrp/ProgramServicesAmt01894
IRS990/OtherExpensesGrp/TotalAmt01894
IRS990/OtherExpensesGrp/TotalAmt1411
IRS990/OtherLiabilitiesGrp/BOYAmt0250001
IRS990/OtherLiabilitiesGrp/EOYAmt0313720
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0161296
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0156067
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01930486
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03000
IRS990/PYInvestmentIncomeAmt010176
IRS990/PYOtherExpensesAmt01670
IRS990/PYRevenuesLessExpensesAmt01935992
IRS990/PYTotalExpensesAmt04670
IRS990/PYTotalRevenueAmt01940662
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0387729
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0446234
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02184656
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0115860
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION'S SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES DURING THE YEAR. IN ACCORDANCE WITH THE SUPPORTING ORGANIZATION'S BYLAWS, THE TREASURER AND ONE OTHER MEMBER OF THE SUPPORTED ORGANIZATION IS REQUIRED TO SERVE ON THE BOARD OF THE SUPPORTING ORGANIZATION. THE INVESTMENT COMMITTEE OF THE SUPPORTING ORGANIZATION IS COMPRISED OF AN INDEPENDENT CONSULTANT AND THE TWO MEMBERS OF THE BOARD WHICH ALSO SERVE ON THE SUPPORTED ORGANIZATION BOARD. THIS COMMITTEE IS RESPONSIBLE FOR MAKING INVESTMENT RECOMMENDATIONS TO THE SUPPORTING ORGANIZATION'S BOARD IN ACCORDANCE WITH THE INVESTMENT POLICY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTING ORGANIZATION HAS A GRANT POLICY WHICH PROVIDES GUIDELINES FOR THE ANNUAL FUNDING OF THE SUPPORTED ORGANIZATION BASED ON THE VALUE OF ASSETS MANAGED BY THE SUPPORTING ORGANIZATION ON BEHALF OF THE SUPPORTED ORGANIZATION. THE SOLE FUNCTION OF THE SUPPORTING ORGANIZATION IS TO MANAGE THESE ASSETS FOR THE SUPPORTED ORGANIZATION AND DISTRIBUTE FUNDING TO THE SUPPORTED ORGANIZATION IN FURTHERANCE OF THEIR EXEMPT PURPOSE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2ALL FUNDS OF THE SUPPORTING ORGANIZATION ARE MANAGED ON BEHALF OF THE SUPPORTED ORGANIZATION AND DISTRIBUTED IN ACCORDANCE WITH THE GRANT POLICY IN DIRECT FURTHERANCE OF THE SUPPORTED ORGANIZATION'S EXEMPT PURPOSE. ALL ACTIVITIES OF THE SUPPORTING ORGANIZATION ARE ACTIVITIES THAT THE SUPPORTED ORGANIZATION WOULD NORMALLY BE INVOLVED IF NOT FOR THE EXISTENCE OF THE SUPPORTING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2B
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0591350404
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt050000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SOUTHWEST FLORIDA SYMPHONY ORCHESTRA & CHORUS ASSOC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0SOUTHWEST FLORIDA SYMPHONY ORCHESTRA & CHOIR ASSOC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt050000
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/CYEndwmtFundGrp/AdministrativeExpensesAmt02144
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0161296
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0156067
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt05000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01915
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01642
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0145897
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0161296
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt03000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09098
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0118
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0140678
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0145897
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07337
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0834
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0143538
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0140678
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt03000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0974
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0230
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0133987
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0143538
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt06127
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015907
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0313720
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD ON BEHALF OF SYMPHONY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalLiabilityAmt0313720
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ANNUAL DRAW/AWARDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOUTHWEST FLORIDA SYMPHONY
IRS990ScheduleI/RecipientTable/RecipientEIN0591350404
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt012651 MCGREGOR BLVD 4-403
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FORT MYERS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033919
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FIVE MEMBERS OF THE BOARD OF DIRECTORS ARE ALL VOLUNTEERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AN INDEPENDENT CPA REVIEWS THE FORM 990 WITH THE TREASURER. EACH TRUSTEE RECEIVES A COPY OF THE FORM 990 FOR REVIEW AND ACCEPTANCE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES ANNUALLY REVIEW AND RENEW THEIR ADHERENCE TO THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NO EMPLOYEES AND PROVIDES NO COMPENSATION TO ITS BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS NO EMPLOYEES AND PROVIDES NO COMPENSATION TO ITS BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UNREALIZED GAINES ON INVESTMENTS -32,028
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SW FL SYMPHONY ORCH & CHOR ASSOC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0591350404
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MUSIC / ED
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt012651 MCGREGOR BLVD 4-403
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FORT MYERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033919
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02345159
IRS990/TotalAssetsEOYAmt02764579
IRS990/TotalAssetsGrp/BOYAmt02345159
IRS990/TotalAssetsGrp/EOYAmt02764579
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0390957
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01611
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt056894
IRS990/TotalFunctionalExpensesGrp/TotalAmt058505
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0250001
IRS990/TotalLiabilitiesEOYAmt0313720
IRS990/TotalLiabilitiesGrp/BOYAmt0250001
IRS990/TotalLiabilitiesGrp/EOYAmt0313720
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02095158
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02450859
IRS990/TotalProgramServiceExpensesAmt056894
IRS990/TotalRevenueGrp/ExclusionAmt055277
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0446234
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02345159
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02764579
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01933862
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02294792
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID CARLETON HALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02392102345
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST FLORIDA SYMPHONY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0800030849
ReturnHeader/Filer/PhoneNum02392102345
ReturnHeader/Filer/USAddress/AddressLine1Txt012480 BRANTLEY COMMONS COURT
ReturnHeader/Filer/USAddress/CityNm0FORT MYERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033907
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592309183
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUGHES SNELL & CO PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01470 ROYAL PALM SQUARE BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MYERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0339191049
ReturnHeader/PreparerPersonGrp/PhoneNum02399392233
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON M THOMPSON
ReturnHeader/ReturnTs02015-10-07T12:47:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,764,579
Liabilities
$313,720
Net assets
$2,450,859
Revenue
$446,234
Expenses
$58,505
Net income
$387,729
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.16$0.00$3.16$0.92$0.42$0.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.06$2.90$0.21$0.22$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.00$3.47$0.83$0.14$0.69
2020Summary only. Only limited summary data is available for this year.$2.23$0.00$2.23$0.09$0.27$0.17
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.00$2.44$0.15$0.29$0.15
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.00$2.56$0.15$0.22$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.00$2.57$0.08$0.15$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.52$0.17$2.36$0.13$0.16$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.76$0.31$2.45$0.45$0.06$0.39
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.25$2.10$1.94$0.00$1.94
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$0.60
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits