2024-05-09T08:52:09-05:00 2023-06-30 SMITH & HOWARD ADVISORY LLC 271 17TH STREET NW SUITE 1600 ATLANTA GA 30363 990 2022-07-01 596002520 Jacksonville Symphony Association Inc % THOMAS FLAHERTY JACK 9043540792 300 WATER STREET SUITE 200 JACKSONVILLE FL 32202 THOMAS FLAHERTY CFO 9043540792 2024-05-15 true THOMAS FLAHERTY 999009999 SABRE J LINAHAN P01372980 4048746244 2024-05-15 3 2022 2023-04-26 12:10:37Z STEVEN LIBMAN 300 WATER STREET SUITE 200 JACKSONVILLE FL 32202 33072847 false X www.jaxsymphony.org X 1950 FL THE MISSION OF THE JACKSONVILLE SYMPHONY IS TO ENRICH THE HUMAN SPIRIT THROUGH SYMPHONIC MUSIC. 34 31 363 192 0 9055522 25012391 2837231 3538419 203709 179998 4621 89485 12101083 28820293 2100 3200 0 0 7249103 8300964 0 0 877586 3458351 3631935 10709554 11936099 1391529 16884194 13168401 31734430 1649149 1970144 11519252 29764286 X TO PRESENT ARTISTICALLY EXCELLENT CLASSICAL AND OTHER ORCHESTRAL PERFORMANCES FOR THE ENJOYMENT, EDUCATION AND ENRICHMENT OF AN EVER-INCREASING DIVERSE AUDIENCE, WHILE MAINTAINING FISCAL INTEGRITY. false false 8457504 3474359 INDOOR CONCERT SERIES - WHAT STARTED IN 1949 AS A PART-TIME PERFORMANCE GROUP HOUSED IN THE CITY'S CIVIC AUDITORIUM HAS TRANSFORMED INTO A WORLD-CLASS SYMPHONY ORCHESTRA WITH 60 FULL-TIME MUSICIANS AND 40 WEEKS OF PROGRAMMING. IN 1994, THE JACKSONVILLE COMMUNITY CAME TOGETHER TO RAISE FUNDS AND BUILD JACOBY SYMPHONY HALL IN DOWNTOWN JACKSONVILLE, FLORIDA AND OVER THE LAST 74 YEARS, THE JACKSONVILLE SYMPHONY HAS HOSTED SOME OF THE MOST RENOWNED ARTISTS OF THE MUSIC WORLD INCLUDING ISAAC STERN, BENNY GOODMAN, DUKE ELLINGTON, MARILYN HORNE, LUCIANO PAVAROTTI, ITZHAK PERLMAN, MSTISLAV ROSTOPOVICH, JOSHUA BELL, LANG LANG, AND RENE FLEMING. 354712 3200 64060 YOUTH MUSIC EDUCATION PROGRAM - THE JACKSONVILLE SYMPHONY IS THE LARGEST PROVIDER OF MUSIC EDUCATION IN NORTHEAST FLORIDA. THE SYMPHONY'S MUSIC EDUCATION INITIATIVES INCLUDE A VARIETY OF STUDENT PROGRAMS SPECIFICALLY DESIGNED TO ENGAGE DIFFERENT AGE GROUPS OF STUDENTS AND PROVIDE OPPORTUNITIES FOR PARTICIPATION TO THOSE WHO CURRENTLY LACK ACCESS. 8812216 true true false true false false false false true true true false false true true false true false false false false false false true false false false false true false false false false false false false false false false false false false true false false false true 134 0 true 363 true false false false false false true true false false false false false false X 34 31 false false false false false false false true true false false true true true true true true true true false X X THOMAS FLAHERTY 9043540792 300 WATER STREET SUITE 200 JACKSONVILLE FL 32202 MS COURTNEY LEWIS CONDUCTOR 40.0 0.0 X 244446 0 34317 MR STEVEN LIBMAN PRESIDENT & CEO 40.0 3.0 X X 257656 0 12875 MR THOMAS FLAHERTY VP & CFO 40.0 3.0 X 165781 0 25679 MR BRYAN DEBOER VP & CHIEF ADVANCEMENT OFFICER 40.0 0.0 X 150072 0 34165 MR DANNY RIOS ORCHESTRA REPRESENTATIVE 40.0 0.0 X 45899 0 23367 MR JORGE PEA ORCHESTRA REPRESENTATIVE 40.0 0.0 X 46246 0 21173 MR J F BRYAN DIRECTOR 0.5 0.0 X 0 0 0 MR GREG ANDERSON DIRECTOR 0.5 0.0 X 0 0 0 MR DONALD A BALDWIN CHAIR 0.5 0.0 X X 0 0 0 MS MARTHA E BARRETT DIRECTOR 0.5 0.0 X 0 0 0 MR GILCHRIST B BERG DIRECTOR 0.5 0.5 X 0 0 0 MS POPPY CLEMENTS DIRECTOR 0.5 0.0 X 0 0 0 MR RAFAEL CALDERA DIRECTOR 0.5 0.0 X 0 0 0 MR CARL CANNON DIRECTOR 0.5 0.0 X 0 0 0 MRS CHUNG-HAE CASLER DIRECTOR 0.5 0.0 X 0 0 0 MR KEVIN CRAIG DIRECTOR 0.5 0.0 X 0 0 0 DR BARBARA DARBY EDD DIRECTOR 0.5 0.0 X 0 0 0 MS LORY DOOLITTLE DIRECTOR 0.5 0.0 X 0 0 0 MR R CHRIS DOERR TREASURER 0.5 0.0 X X 0 0 0 MR JIM JOHNSON DIRECTOR 0.5 0.0 X 0 0 0 MR CHARLES S JOSEPH DIRECTOR 0.5 0.5 X 0 0 0 MS DANA L KARZAN DIRECTOR 0.5 0.0 X 0 0 0 DR TIMOTHY SNYDER DIRECTOR 0.5 0.0 X 0 0 0 DR ANNE LUFRANO PHD SECRETARY 0.5 0.0 X X 0 0 0 MS SHEILA MCLENAGHAN DIRECTOR 0.5 0.0 X 0 0 0 MR JOE T PORTER DIRECTOR 0.5 0.0 X 0 0 0 MS SHERILYN F VAN ORDEN DIRECTOR 0.5 0.0 X 0 0 0 MS BRENDA WOLCHOK DIRECTOR 0.5 0.0 X 0 0 0 DR TIMOTHY A WOODWARD MD DIRECTOR 0.5 0.0 X 0 0 0 MR DOUGLAS C WORTH DIRECTOR 0.5 0.0 X 0 0 0 HON GWENDOLYN GWEN YATES DIRECTOR 0.5 0.0 X 0 0 0 MR A ZACHARY FAISON JR DIRECTOR 0.5 0.0 X 0 0 0 MR BRIAN FAY DIRECTOR 0.5 0.0 X 0 0 0 MR EDWARD SKINNER JONES DIRECTOR 0.5 0.0 X 0 0 0 MR MATTHEW MARCIN DIRECTOR 0.5 0.5 X 0 0 0 MS CONCHITA ROBINSON DIRECTOR 0.5 0.0 X 0 0 0 MR DAVID M STRICKLAND DIRECTOR 0.5 0.0 X 0 0 0 910100 0 151576 4 false true false 0 256359 9250156 584245 14921631 24532 25012391 INDOOR CONCERT SALES 711130 3474359 3474359 YOUTH MUSIC PROGRAMS 711130 64060 64060 3538419 183390 183390 0 0 0 0 0 4093614 4097006 -3392 -3392 -3392 155548 256359 155548 0 0 0 0 0 0 0 0 OTHER INCOME 89485 89485 89485 28820293 3538419 269483 0 3200 3200 0 0 757526 586658 127735 43133 0 5839560 4522383 984674 332503 338887 262447 57144 19296 900207 697155 151794 51258 464784 359947 78372 26465 0 69137 69137 0 0 0 40 40 158825 36892 90845 31088 563548 130902 322338 110308 57789 17558 20408 19823 198380 60272 70059 68049 0 119961 36447 42365 41149 15603 2005 13320 278 0 0 4018 4018 0 87503 27126 29751 30626 143927 33432 82323 28172 CONCERT PRODUCTION COSTS 1241714 1241714 GUEST ARTISTS 718742 718742 BANK CHARGES 76470 17763 43739 14968 DUES & SUBSCRIPTIONS 69511 21119 24548 23844 106767 32436 37705 36626 11936099 8812216 2246297 877586 X 752980 1073360 2116518 5855799 1309179 5837308 10445 6319 0 0 0 0 0 0 0 0 95556 87376 2223844 1819148 337548 404696 0 0 8134902 17699085 0 0 0 0 411273 770487 13168401 31734430 646761 661518 0 0 1002388 973610 0 0 0 0 0 0 0 0 0 0 0 335016 1649149 1970144 X 10274252 23149819 1245000 6614467 11519252 29764286 13168401 31734430 X 16884194 1423084 -91491 29247 X false true X true false X 5864616 6276373 10067183 9055522 25012391 56276085 0 0 5864616 6276373 10067183 9055522 25012391 56276085 1697316 54578769 133337 94857 36002 63005 183390 510591 196840 286537 277455 0 0 760832 37490 16413 9076 4621 89485 157085 57704593 14059311 0.94583 0.95949 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 24000 24000 false false SCHEDULE C, PART II-B, LINE 1I A LOBBYIST WAS ENGAGED TO WORK ON VARIOUS CITY AND STATE PROJECTS THAT WILL RESULT IN POTENTIAL FUNDING FOR THE JACKSONVILLE SYMPHONY. A LOBBYIST WAS ALSO ENGAGED TO ADVISE THE SYMPHONY REGARDING CITY AND STATE LEGISLATION THAT CAN AFFECT THE SYMPHONY DIRECTLY OR THE ARTS COMMUNITY IN GENERAL. 9531420 10556010 1636202 21723632 9514219 299999 -282798 9531420 6806127 602110 2105982 9514219 7958892 -643817 508948 6806127 7297523 100000 561369 7958892 1.00000 false false 366541 347022 19519 1385884 1000707 385177 471419 471419 0 404696 CORPORATE STOCKS 8322742 F CORPORATE BONDS 2969027 F MUTUAL FUNDS 174490 F PARTNERSHIP INVESTMENTS 6232826 F 17699085 0 OPERATING LEASE 335016 335016 X SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUND REPRESENTS FUNDS THAT ARE EITHER DESIGNATED FOR A PARTICULAR USE BY THE BOARD OF DIRECTORS OR ARE SUBJECT TO RESTRICTIONS BY THE DONOR OR GRANTOR. INCOME FROM ENDOWMENT INVESTMENTS MAY BE USED FOR SUPPORT OF ASSOCATION OPERATIONS. SCHEDULE D, PART X, LINE 2 THE ASSOCIATION IS A NOT-FOR-PROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE AND CHAPTER 220.13 OF THE FLORIDA STATUTES, RESPECTIVELY. THE SYMPHONY EVALUATES ITS TAX POSITIONS FOR ANY UNCERTAINTIES BASED ON THE TECHNICAL MERITS OF THE POSITIONS TAKEN. THE SYMPHONY RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE UPHELD ON EXAMINATION BY TAXING AUTHORITIES. THE SYMPHONY HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE WERE NO UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATING FINANCIAL STATEMENTS. MANAGEMENT IS REQUIRED TO ANALYZE ALL OPEN TAX YEARS, AS DEFINED BY THE STATUTE OF LIMITATIONS, FOR ALL MAJOR JURISDICTIONS, INCLUDING FEDERAL AND CERTAIN STATE TAXING AUTHORITIES. WITH FEW EXCEPTIONS, AT JUNE 30, 2023, THE SYMPHONY IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE OR LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2020. AS OF AND FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, THE SYMPHONY DID NOT HAVE A LIABILITY FOR ANY UNRECOGNIZED TAXES. THE SYMPHONY HAS NO EXAMINATIONS IN PROGRESS AND IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX LIABILITIES WILL SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. GALA 411907 256359 155548 155548 0 411907 256359 155548 155548 155548 X false true X false false false false false false false true false MR STEVEN LIBMAN PRESIDENT & CEO 242656 15000 0 11872 1440 270968 0 MS COURTNEY LEWIS CONDUCTOR 243696 750 0 9903 24854 279203 0 MR THOMAS FLAHERTY VP & CFO 165031 750 0 6820 19299 191900 0 MR BRYAN DEBOER VP & CHIEF ADVANCEMENT OFFICER 149322 750 0 5587 29019 184678 0 SCHEDULE J PART I, LINE 2 THE ASSOCIATION PAYS MEMBERSHIP FEES FOR AN OFFICER TO CONDUCT VARIOUS BUSINESS MATTERS. THIS HAS BEEN APPROVED BY THE BOARD OF DIRECTORS. SCHEDULE J, PART I, LINE 7 OFFICERS AND OTHER MANAGEMENT PERSONNEL ARE ELIGIBLE TO RECEIVE BONUSES. FORM 990, PART III, LINE 4A INDOOR CONCERT SERIES - CONTINUED TODAY, WITH THE SUPPORT OF COMMITTED CORPORATE AND INDIVIDUAL DONORS, AND STRONG NEW ADMINISTRATIVE AND ARTISTIC LEADERSHIP, THE JACKSONVILLE SYMPHONY IS REACHING NEW HEIGHTS, ENHANCING THE QUALITY OF LIFE OF NORTHEAST FLORIDA RESIDENTS THROUGH INNOVATIVE PERFORMANCES, MUSIC EDUCATION PROGRAMS, COMMUNITY ENGAGEMENT ACTIVITIES AND LOCAL PARTNERSHIPS. THROUGH THE HARD WORK OF OUR DEDICATED BOARD OF DIRECTORS, STAFF AND TALENTED MUSICIANS, WE WERE ABLE TO REACH ALMOST 130,000 PATRONS IN 2022/23. FORM 990, PART III, LINE 4B YOUTH MUSIC PROGRAM - CONTINUED OUR VP OF MUSIC EDUCATION AND DEI INITIATIVES WORKS WITH SCHOOL DISTRICT ADMINISTRATORS TO DEVELOP AND PROVIDE MUSIC EDUCATION OPPORTUNITIES TO STUDENTS THROUGHOUT THE REGION SUCH AS ENSEMBLE SCHOOL VISITS, YOUTH CONCERTS FOR ELEMENTARY SCHOOL STUDENTS IN JACOBY SYMPHONY HALL, NUTCRACKER SCHOOL PERFORMANCES, AND STUDENTS AT THE SYMPHONY FOR MIDDLE AND HIGH SCHOOL STUDENTS. WE'VE IMPACTED 42,367 STUDENTS THROUGH OUR MUSIC EDUCATION PROGRAMS SUCH AS THE JACKSONVILLE SYMPHONY YOUTH ORCHESTRAS PROGRAM THAT PROVIDES ALMOST 200 YOUNG MUSICIANS WITH WEEKLY INDIVIDUALIZED, ABILITY-SPECIFIC INSTRUCTION AND FIVE OPPORTUNITIES TO PERFORM ON THE JACOBY SYMPHONY HALL STAGE DURING THE SCHOOL YEAR. TO PROVIDE ACCESS TO SYMPHONIC MUSIC FOR ALL, WE OFFER REDUCED TICKET-PRICE PROGRAMS FOR STUDENTS, SENIORS AND VETERANS, FREE ENSEMBLE PERFORMANCES AT LOCAL VENUES AND FREE TICKETS TO ALMOST 100 COMMUNITY PARTNERS AND NON-PROFIT ORGANIZATIONS. DIVERSITY, EQUITY AND INCLUSION IS A MAJOR FOCUS OF THE SYMPHONY'S FIVE-YEAR STRATEGIC PLAN, WHICH INCLUDED ESTABLISHING A DEI BOARD COMMITTEE AND PROVIDING DEI EDUCATION WORKSHOPS FOR BOARD, STAFF AND MUSICIANS. FORM 990, PART VI, SECTION B, LINE 11A AFTER THE PRESIDENT/CEO AND THE CFO REVIEW THE FORM 990, IT IS THEN REVIEWED BY THE CHAIR OF THE FINANCE COMMITTEE AND THE CHAIR OF THE BOARD, ON BEHALF OF THE FINANCE COMMITTEE. THE FORM IS THEN SHARED WITH THE FULL BOARD OF DIRECTORS PRIOR TO FILING. AFTER FILING, THE FORM 990 IS PLACED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VI, SECTION B, LINE 12A DURING THE ANNUAL AUDIT, THERE IS A PROCESS TO REVIEW THE ENFORCEMENT OF AND COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, AND ANY ISSUES ARE THEN DISCLOSED TO MANAGEMENT AND THE BOARD OF DIRECTORS VIA A "MANAGEMENT LETTER" FROM THE AUDITORS. STAFF SIGN AN ACKNOWLEDGEMENT FORM UPON DISTRIBUTION OF THE TEAM GUIDE. THERE IS A BOARD OF DIRECTOR'S CONFLICT OF INTEREST POLICY WHICH MANDATES DOCUMENTATION OF ANY ISSUES. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE ORGANIZATION'S PRESIDENT AND MUSIC DIRECTOR IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15B SALARIES FOR THE PRESIDENT/CEO AND MUSIC DIRECTOR ARE APPROVED BY THE BOARD OF DIRECTORS, AND SALARIES ARE MONITORED AS A PART OF THE BUDGETING PROCESS. FORM 990, PART VI, SECTION B, LINE 19 JACKSONVILLE SYMPHONY ASSOCIATION, INC'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THEIR OFFICE AT 300 WEST WATER ST, JACKSONVILLE, FL. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF BENEFICIAL TRUST. JACKSONVILLE SYMPHONY FOUNDATION 300 WEST WATER STREET STE 200 JACKSONVILLE FL 32202 205180812 FIN. ASSTNCE FL 501(C)(3) 12-TYPE II NA false false false true false false false false false false false false false false true true false false false false