Civic Intelligence

Southwest Florida Symphony Endowment Foundation Inc.

990 • Fiscal year 2023 • EIN 80-0030849

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 15, 2024

Organization ProfileWWW.SWFLSO.ORG/ENDOWMENT-FUND
7500 College Parkway Suite 200Fort Myers, FL 33907

(239) 910-3673

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

56th percentile

6.6%

Faster asset growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

344%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Flat

$3,156,474

Flat from 2023

Net Assets

Flat

$3,156,474

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin92nd percentile

Revenue

Flat

$917,592

Flat from 2023

Expenses

Flat

$419,302

Flat from 2023

Net Income

Flat

$498,290

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth56th 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: $3,156,4742023Assets 2023: $3,156,474Liabilities 2023: $0Net Assets 2023: $3,156,4742023

Highlighted filing

2023

Assets$3,156,474
Liabilities$0
Net Assets$3,156,474
Open 2023 Filing

Operations Trend

Revenue Growth97th 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: $498,2902023Revenue 2023: $917,592Expenses 2023: $419,302Net Income 2023: $498,2902023

Highlighted filing

2023

Revenue$917,592
Expenses$419,302
Net Income$498,290
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 15, 2024
Return Version
2022v5.0
Gross Receipts
$2,580,353
Mission and Program Overview

Mission

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$2,726,543$3,023,239▲ $296,696
Savings and Temporary Cash Investments$232,992$132,935▼ $100,057
Total Assets$2,959,835$3,156,474▲ $196,639
Other Assets Total$300$300→ $0
Liabilities
Accounts Payable and Accrued Expenses$61,650$0▼ $61,650
Total Liabilities$61,650$0▼ $61,650
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,725,272$2,984,636▲ $259,364
Net Assets With Donor Restrictions$172,913$171,838▼ $1,075
Total Net Assets Fund Balance$2,898,185$3,156,474▲ $258,289
Total Liabilities and Net Assets / Fund Balance$2,959,835$3,156,474▲ $196,639

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$2,898,185$353,910▲ $323,681$0$3,156,474
2021$3,472,918$31,600▼ $381,494$0$2,898,185
2020$2,229,695$677,366▲ $704,946$0$3,472,918
2019$2,443,624$15,100▲ $39,245$0$2,229,695
2018$2,563,925$2,100▲ $170,030$777$2,443,624
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Corey VertichPresident
Tom KracmerVice President
Cynthia DuffDirector
Jack MartinDirector
John WrightDirector
Katherine CaldwellDirector
Robert DiefenbachDirector
Scott GregorySecretary
David Carleton HallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$353,910
Program Service Revenue
$0
Investment Income
$563,682
Other Revenue
$0
All Other Contributions
$28,910
Change in Net Assets
$498,290
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$415,000
Other Expenses$4,302
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$398,000--$398,000
Grants to Domestic Individuals$17,000--$17,000
Payments to Affiliates-$1,864-$1,864
Insurance-$783-$783
Other Expenses-$136-$136
Total Functional Expenses$415,000$4,302$0$419,302
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southwest Florida Symphony Orchestra and Chorus Association IncFort Myers, FL501(c)(3)Annual Draw / Awards$398,000
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
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

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

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

“Board members annually review and renew / confirm their adherence to the policy.”

Form 990, Part VI, Section B, Line 15

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

Form 990, Part VI, Section C, 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
2399103673
Address
7500 COLLEGE PARKWAY SUITE 200, FORT MYERS, FL 33907

Signing Officer

Name
David Carleton Hall
Title
Treasurer
Phone
2399103673
Signed
2024-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Carleton Hall
Formed
2000
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
6
Employees
0
Volunteers
9

Preparer

Firm
Wiltshire Whitley Richardson English Pa
Address
5249 SUMMERLIN COMMONS BLVD STE 100, FORT MYERS, FL 33907
Preparer
JOSEPH L D'AMBROSIO CPA
Phone
2393349191
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The organization will diligently and prudently generate, accept, invest and manage donated endowment assets and distribute funds therefrom on a periodic basis to support the operations, goals and objectives of the southwest florida symphony orchestra and chorus association, inc.”

Raw XML AppendixShowing 400 of 481 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 SUPPORTING ORGANIZATION HAS A GRANT POLICY WHICH PROVIDES GUIDELINES FOR THE ANNUAL FUNDING OF THE SUPPORTED ORGANIZATION BASED ON THE VALUE OF THE ASSETS MANAGED BY THE ORGANIZATION ON BEHALF OF THE SUPPORTED ORGANIZATION. THE SOLE FUNCTION OF THE ORGANIZATION IS TO MANAGE THESE ASSETS FOR THE SUPPORTED ORGANIZATION AND DISTRIBUTE FUNDING TO THE SUPPORTED ORGANIZATION IN FURTHERANCE OF ITS EXEMPT PURPOSE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ALL FUNDS OF THE SUPPORTING ORGANIZATION ARE MANAGED ON BEHALF OF THE SUPPORTED ORGANIZATION AND DISTRIBUTED TO THE SUPPORTED ORGANIZATION IN ACCORDANCE WITH THE GRANT POLICY IN DIRECT FURTHERANCE OF THE SUPPORTED ORGANIZATION'S EXEMPT PURPOSE. ALL ACTIVITIES OF THE ORGANIZATION ARE ACTIVITIES THAT THE SUPPORTED ORGANIZATION WOULD NORMALLY BE INVOLVED IF NOT FOR THE EXISTENCE OF THE SUPPORTING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION'S SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME AND 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINE 3:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0591350404
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0398000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0398000
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.95000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04302
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02898185
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0353910
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03156474
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0415000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0323681
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt05189
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03472918
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt031600
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02898185
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0219650
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-381494
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt021089
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02229695
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0677366
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03472918
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0118000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0704946
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt012274
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02443624
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt015100
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02229695
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0256000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt039245
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt034654
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02563925
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02100
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02443624
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0257000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0170030
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0777
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WILL DILIGENTLY AND PRUDENTLY GENERATE, ACCEPT, INVEST AND MANAGE DONATED ENDOWMENT ASSETS AND DISTRIBUTE FUNDS THEREFROM ON A PERIODIC BASIS TO SUPPORT THE OPERATIONS, GOALS AND OBJECTIVES OF THE SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION, INC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.05000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt017000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/RecipientTable/CashGrantAmt0398000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ANNUAL DRAW / AWARDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0591350404
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07500 COLLEGE PARKWAY SUITE 200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FORT MYERS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033907
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN INDEPENDENT CPA PREPARES AND REVIEWS THE FORM 990 WITH THE TREASURER. EACH BOARD MEMBER RECEIVES A COPY OF THE FORM 990 FOR REVIEW AND ACCEPTANCE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ANNUALLY REVIEW AND RENEW / CONFIRM THEIR ADHERENCE TO THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION CURRENTLY HAS NO EMPLOYEES AND PROVIDES NO COMPENSATION TO ITS BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOUTHWEST FLORIDA SYMPHONY ORCHESTRA & CHORUS ASSOCIATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0591350404
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MUSIC / EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07500 COLLEGE PKWY STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FORT MYERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033907
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0398000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1325000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt21864
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL

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
$3,156,474
Liabilities
$0
Net assets
$3,156,474
Revenue
$917,592
Expenses
$419,302
Net income
$498,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.92$0.42$0.50
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

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