Civic Intelligence

Southwest Florida Symphony Endowment Foundation Inc.

990 • Fiscal year 2018 • EIN 80-0030849

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 01, 2018

Organization ProfileN/A
7500 College ParkwayFort Myers, FL 33907

(239) 210-2345

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

6th percentile

-50%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

44th percentile

-0.3%

Faster asset growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

95%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$2,563,925

Down $6,875 (-0.3%) from 2017

Net Assets

Down

$2,563,925

Down $6,875 (-0.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin6th percentile

Revenue

Up

$147,188

Up $71,636 (+95%) from 2017

Expenses

Up

$221,397

Up $71,468 (+48%) from 2017

Net Income

Up

-$74,209

Up $168 (+0.2%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2018

Assets$2,563,925
Liabilities$0
Net Assets$2,563,925
Open 2018 Filing

Operations Trend

Revenue Growth93rd 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

2018

Revenue$147,188
Expenses$221,397
Net Income-$74,209
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 1, 2018
Return Version
2017v2.3
Gross Receipts
$648,202
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$2,434,718$2,370,119▼ $64,599
Savings and Temporary Cash Investments$135,780$193,506▲ $57,726
Cash and Non-Interest-Bearing Accounts$2--
Total Assets$2,570,800$2,563,925▼ $6,875
Other Assets Total$300$300→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,406,708$2,389,738▼ $16,970
Permanently Rstr Net Assets$164,092$174,187▲ $10,095
Total Net Assets Fund Balance$2,570,800$2,563,925▼ $6,875
Total Liabilities and Net Assets / Fund Balance$2,570,800$2,563,925▼ $6,875
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
David Carleton HallPresident
Jon BoydDirector
Katherine CaldwellDirector
Robert DiefenbachDirector
Steven BrettholtzDirector
Scott GregorySecretary
Corey VertichTreasurer
Tom KracmerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$6,000
Program Service Revenue
$0
Investment Income
$141,188
Other Revenue
$0
All Other Contributions
$6,000
Change in Net Assets
$-74,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$212,000
Other Expenses$9,397
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$209,000--$209,000
Grants to Domestic Individuals$3,000--$3,000
Other Expenses$6,980$1,217-$1,217
Fees for Services Accounting-$1,200-$1,200
Total Functional Expenses$218,980$2,417$0$221,397
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southwest Florida SymphonyFort Myers, FL3Annual Draw/awards$209,000
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
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
7500 COLLEGE PARKWAY, FORT MYERS, FL 33907

Signing Officer

Name
David Carleton Hall
Title
President
Phone
2392102345
Signed
2018-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Carleton Hall
Formed
2000
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Hughes Snell & Co Pa
Address
1470 ROYAL PALM SQUARE BLVD, FORT MYERS, FL 33919-1082
Preparer
Sharon M Thompson
Phone
2399392233
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

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

Raw XML Appendix398 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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 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, TWO MEMBERS OF THE BOARD, AND ONE BOARD MEMBER OF THE SUPPORTED ORGANIZATION. THIS COMMITTEE IS RESPONSIBLE FOR MAKING INVESTMENT RECOMMENDATIONS TO THE SUPPORTING ORGANIZATION'S BOARD IN ACCORDANCE WITH THE INVESTMENT POLICY.
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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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EIGHT 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/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
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ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,563,925
Liabilities
$0
Net assets
$2,563,925
Revenue
$147,188
Expenses
$221,397
Net income
-$74,209
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
2018Detailed filing. Detailed filing data is available for this year.$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