Civic Intelligence

Southwest Florida Symphony Endowment Foundation Inc.

990 • Fiscal year 2024 • EIN 80-0030849

Jul 01, 2023 to Jun 30, 2024 • Filed on Mar 20, 2025

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-185%

Higher net margin than 2% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

22nd percentile

-5.0%

Faster asset growth than 22% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-80%

Faster revenue growth than 1% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$2,999,829

Down $156,645 (-5.0%) from 2023

Net Assets

Down

$2,999,829

Down $156,645 (-5.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin2nd percentile

Revenue

Down

$184,036

Down $733,556 (-80%) from 2023

Expenses

Up

$524,654

Up $105,352 (+25%) from 2023

Net Income

Down

-$340,618

Down $838,908 (-168%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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 2024: $2,999,829Liabilities 2024: $0Net Assets 2024: $2,999,8292024

Highlighted filing

2024

Assets$2,999,829
Liabilities$0
Net Assets$2,999,829
Open 2024 Filing

Operations Trend

Revenue Growth1st 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 2024: $184,036Expenses 2024: $524,654Net Income 2024: -$340,6182024

Highlighted filing

2024

Revenue$184,036
Expenses$524,654
Net Income-$340,618
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 20, 2025
Return Version
2023v6.0
Gross Receipts
$1,028,043
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$3,023,239$2,781,815▼ $241,424
Prepaid Expenses and Deferred Charges-$200,000-
Savings and Temporary Cash Investments$132,935$17,714▼ $115,221
Total Assets$3,156,474$2,999,829▼ $156,645
Other Assets Total$300$300→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,984,636$2,819,529▼ $165,107
Net Assets With Donor Restrictions$171,838$180,300▲ $8,462
Total Net Assets Fund Balance$3,156,474$2,999,829▼ $156,645
Total Liabilities and Net Assets / Fund Balance$3,156,474$2,999,829▼ $156,645

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$3,156,474$7,942▲ $360,067-$2,999,829
2022$2,898,185$353,910▲ $323,681-$3,156,474
2021$3,472,918$31,600▼ $381,494-$2,898,185
2020$2,229,695$677,366▲ $704,946-$3,472,918
2019$2,443,624$15,100▲ $39,245-$2,229,695
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Corey VertichPresident
Thomas KracmerVice President
Gina SabistonDirector
Jack MartinDirector
John WrightDirector
Katherine CaldwellDirector
Roz LesserDirector
Cynthia DuffSecretary
Edwardo CastroTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,942
Program Service Revenue
$0
Investment Income
$176,094
Other Revenue
$0
All Other Contributions
$7,942
Change in Net Assets
$-340,618
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$466,204
Other Expenses$58,450
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$456,204--$456,204
Payments to Affiliates-$55,000-$55,000
Grants to Domestic Individuals$10,000--$10,000
Fees for Services Accounting-$1,200-$1,200
Insurance-$813-$813
Other Expenses-$9-$9
Total Functional Expenses$466,204$58,450$0$524,654
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southwest Florida Symphony Orchestra and Chorus Association IncFort Myers, FL501(c)(3)Annual Draw / Awards$456,204
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
Edwardo Castro
Title
Treasurer
Phone
2399103673
Signed
2025-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edwardo Castro
Formed
2000
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
7
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 472 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/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
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/SupportAmt0456204
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0456204
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/BoardDesignatedBalanceEOYPct00.94000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt058450
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03156474
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt07942
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02999829
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0466204
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0360067
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04302
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02898185
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0353910
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03156474
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0415000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0323681
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt05189
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03472918
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt031600
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02898185
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0219650
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-381494
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt021089
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02229695
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0677366
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03472918
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0118000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0704946
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt012274
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02443624
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt015100
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02229695
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0256000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt039245
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
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/TermEndowmentBalanceEOYPct00.06000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/RecipientTable/CashGrantAmt0456204
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
IRS990ScheduleI/Total501c3OrgCnt01
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/GiftGrntCapContriFromOthOrgInd00
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/InvolvedAmt0456204
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt155000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,999,829
Liabilities
$0
Net assets
$2,999,829
Revenue
$184,036
Expenses
$524,654
Net income
-$340,618
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.18$0.52$0.34
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