2026-05-08T13:04:24-05:00 2025-06-30 SMITH & HOWARD ADVISORY LLC 271 17TH STREET NW SUITE 2100 ATLANTA GA 30363 990 2024-07-01 596002520 Jacksonville Symphony Association Inc % THOMAS FLAHERTY JACK 9043540792 300 WATER STREET SUITE 200 JACKSONVILLE FL 32202 THOMAS FLAHERTY CFO 9043540792 2026-05-15 true true NICOLE V DAVIS P01580853 4048746244 2026-05-15 2024 2025-03-06 01:10:19Z STEVEN LIBMAN 300 WATER STREET SUITE 200 JACKSONVILLE FL 32202 33734730 false X www.jaxsymphony.org X 1950 FL THE MISSION OF THE JACKSONVILLE SYMPHONY IS TO ENRICH THE HUMAN SPIRIT THROUGH SYMPHONIC MUSIC. 35 32 392 260 25063 11849 7036804 20313394 4038194 4538745 824589 738289 184096 409115 12083683 25999543 2975 3300 0 0 8756037 9458541 0 0 1122404 4224739 4941991 12983751 14403832 -900068 11595711 32569211 46107857 2255228 1956424 30313983 44151433 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 9942691 4472576 THE JACKSONVILLE SYMPHONY BRINGS ITS MISSION TO LIFE BY OFFERING EXCEPTIONAL PROGRAMMING THAT IS RELEVANT, INCLUSIVE, AND VITAL TO THE WELL-BEING OF OUR COMMUNITY. SINCE ITS FOUNDING IN 1949, THE SYMPHONY HAS BECOME THE CULTURAL HEART OF NORTHEAST FLORIDA, WITH 60 FULL-TIME MUSICIANS AND A 40-WEEK SEASON OF PERFORMANCES IN THE ACOUSTICALLY ACCLAIMED JACOBY SYMPHONY HALL IN DOWNTOWN JACKSONVILLE. OVER THE PAST 75 YEARS, THE JSA HAS FEATURED COLLABORATIONS WITH SUCH RENOWNED ARTISTS AS DUKE ELLINGTON, MARILYN HORNE, ITZHAK PERLMAN, JOSHUA BELL, LANG LANG, AND RENE FLEMING. TODAY, WITH THE SUPPORT OF COMMITTED CORPORATE AND INDIVIDUAL DONORS, AND STRONG 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. FROM JACOBY SYMPHONY HALL TO COMMUNITY VENUES, CLASSROOMS AND VIRTUAL PLATFORMS, OUR MUSIC HAS EXTENDED FAR BEYOND THE STAGE, REACHING MORE THAN 155,000 RESIDENTS IN 2024/25. TO PROVIDE ACCESS TO SYMPHONIC MUSIC FOR ALL, WE OFFER MANY REDUCED-PRICE TICKET PROGRAMS FOR STUDENTS, SENIORS AND VETERANS, FREE ENSEMBLE PERFORMANCES AT LOCAL VENUES AND FREE TICKETS TO ALMOST 100 COMMUNITY PARTNERS AND NON-PROFIT ORGANIZATIONS. 526079 3300 66169 THE JACKSONVILLE SYMPHONY IS THE LARGEST PROVIDER OF IN-PERSON AND VIRTUAL MUSIC EDUCATION PROGRAMS IN NORTHEAST FLORIDA, REACHING 60,000 STUDENTS IN 2024/25 INCLUDING MORE THAN 36,000 STUDENTS AT TITLE I SCHOOLS. OUR VP OF MUSIC EDUCATION AND COMMUNITY IMPACT WORKS WITH SCHOOL DISTRICT ADMINISTRATORS TO DEVELOP AND PROVIDE MUSIC EDUCATION OPPORTUNITIES FOR STUDENTS THROUGHOUT THE REGION, ESPECIALLY THOSE WHO CURRENTLY LACK ACCESS. THE SYMPHONY'S MUSIC EDUCATION INITIATIVES INCLUDE A VARIETY OF STUDENT PROGRAMS SPECIFICALLY DESIGNED TO ENGAGE DIFFERENT AGE GROUPS OF STUDENTS SUCH AS: - ENSEMBLE SCHOOL VISITS - NUTCRACKER SCHOOL MATINEES - YOUTH CONCERTS FOR ELEMENTARY SCHOOL STUDENTS IN JACOBY SYMPHONY HALL - STUDENTS AT THE SYMPHONY FOR MIDDLE AND HIGH SCHOOL STUDENTS - JUMP START STRINGS - FREE WEEKLY STRINGED INSTRUMENT INSTRUCTION BY SYMPHONY MUSICIANS FOR ELEMENTARY SCHOOL STUDENTS IN TITLE I AFTER-SCHOOL PROGRAMS. - THE JACKSONVILLE SYMPHONY YOUTH ORCHESTRAS PROGRAM - PROVIDES 200 YOUNG MUSICIANS AGES 6-21 WITH WEEKLY, ABILITY-SPECIFIC INSTRUCTION DURING THE SCHOOL YEAR AND FIVE OPPORTUNITIES TO PERFORM ON THE JACOBY SYMPHONY HALL STAGE. 10468770 true true false true false false false false true true true false false true true true false false false false false false false true false false false false true false false false false false false false false true false false false false false false false false true 152 0 true 392 true false false false false false true true false false false false false false X 35 32 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 MR STEVEN LIBMAN PRESIDENT & CEO 40.0 0.0 X X 316750 0 13034 MS COURTNEY LEWIS MUSIC DIRECTOR 40.0 0.0 X 285232 0 31042 MR THOMAS FLAHERTY VP & CFO 40.0 0.0 X 180750 0 17373 MR BRYAN DEBOER VP & CHIEF ADVANCEMENT OFFICER 40.0 0.0 X 161539 0 31790 MR JASON LINDSAY ORCHESTRA REPRESENTATIVE 40.0 0.0 X 54116 0 25094 MR DANNY RIOS ORCHESTRA REPRESENTATIVE 40.0 0.0 X 54116 0 24963 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 DIRECTOR 0.5 0.0 X 0 0 0 MR GILCHRIST B BERG DIRECTOR 0.5 0.0 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 VICE CHAIR 0.5 0.0 X X 0 0 0 MR R CHRIS DOERR DIRECTOR 0.5 0.0 X 0 0 0 MR JIM JOHNSON DIRECTOR 0.5 0.0 X 0 0 0 MR CHARLES S JOSEPH DIRECTOR 0.5 0.0 X 0 0 0 MS DANA L KARZAN DIRECTOR 0.5 0.0 X 0 0 0 DR ANNE LUFRANO PHD DIRECTOR 0.5 0.0 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 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 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 CHAIR 0.5 0.0 X X 0 0 0 MS CONCHITA ROBINSON TREASURER 0.5 0.0 X X 0 0 0 MR DAVID M STRICKLAND DIRECTOR 0.5 0.0 X 0 0 0 MS KELLEY MATTHEWS DIRECTOR 0.5 0.0 X 0 0 0 DR ANJALI LUECK DMD SECRETARY 0.5 0.0 X X 0 0 0 MR RAJEEB DAS DIRECTOR 0.5 0.0 X 0 0 0 MS AMY RUTH DIRECTOR 0.5 0.0 X 0 0 0 MS ANNETTE SALSMAN DIRECTOR 0.5 0.0 X 0 0 0 DR KRISTINA SCHNITZER MD DIRECTOR 0.5 0.0 X 0 0 0 MR EVAN STRAIN DIRECTOR 0.5 0.0 X 0 0 0 MR DEAN SUNAS DIRECTOR 0.5 0.0 X 0 0 0 1052503 0 143296 4 false true false PRINTING EDGE 2205 EMERSON ST JACKSONVILLE FL 32207 PRINTERS 294813 AVL 8275 FORSHEE DR JACKSONVILLE FL 32219 EQUIPMENT RENTAL 188228 SPOT-ON ENTERTAINMENT 313 W 118 ST NEW YORK NY 10026 GUEST ARTISTS 178127 KRESS AGENCY 10 WEST ADAMS ST JACKSONVILLE FL 32202 AD AGENCY 173607 MEDIAWORKS LLC 2136 KINGS AVE JACKSONVILLE FL 32207 AD AGENCY 165500 7 363210 1038328 18911856 219297 20313394 INDOOR CONCERT SALES 711130 4472576 4472576 YOUTH MUSIC PROGRAMS 711130 66169 66169 4538745 690425 25063 665362 0 0 0 0 0 7464838 7416974 47864 47864 47864 631688 363210 318213 313475 313475 0 0 0 0 0 0 OTHER INCOME 95640 95640 95640 25999543 4538745 25063 1122341 0 3300 3300 0 0 889587 679503 143424 66660 0 6521189 4981155 1051381 488653 425354 324903 68578 31873 1084617 828475 174868 81274 537794 410789 86706 40299 26851 26851 59143 59143 40330 40330 56764 56764 0 13836 13836 94140 25230 57784 11126 910862 244107 559107 107648 68843 21342 23408 24093 199929 61978 67976 69975 0 164021 50847 55767 57407 48949 10484 37685 780 0 0 18203 18203 0 129162 40040 43915 45207 160693 43065 98637 18991 CONCERT PRODUCTION COSTS 1614144 1614144 GUEST ARTISTS 1018735 1018735 BANK CHARGES 140918 37765 86499 16654 ALL OTHER EXPENSES 176468 54705 59999 61764 14403832 10468770 2812658 1122404 1526843 1920527 3734001 6473251 4926883 12154028 72814 50021 0 0 0 0 0 0 0 0 421394 202957 3098373 2036093 977546 1062280 0 0 20686609 24130731 0 0 0 0 223121 114062 32569211 46107857 956992 813639 0 0 1068319 1024442 0 0 0 0 0 0 0 0 0 0 229917 118343 2255228 1956424 X 24436082 30892841 5877901 13258592 30313983 44151433 32569211 46107857 X 11595711 2500956 -295238 36021 X false true X true true true X 10067183 9055522 25012391 7036804 20313394 71485294 0 0 10067183 9055522 25012391 7036804 20313394 71485294 14320833 57164461 36002 63005 183390 410416 678576 1371389 277455 0 0 102573 325324 705352 9076 4621 89485 99212 95640 298034 73860069 16469165 0.77396 0.93650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 56764 56764 false false SCHEDULE C, PART II-B, LINE 1I Lobbyist engaged to work on various city and state projects that will result in potential funding for the Jacksonville Symphony. Lobbyist also engaged to advise the Symphony regarding city and state legislation that can affect the Symphony directly or the arts community in general. 23224051 4672628 3182846 1708123 29371402 21723632 617494 2263025 1380100 23224051 9531420 10556010 1636202 21723632 9514219 299999 -282798 9531420 6806127 602110 2105982 9514219 1.00000 false false 913722 378923 534799 1496326 1178848 317478 688325 478322 210003 1062280 CORPORATE STOCKS 8596105 F CORPORATE BONDS 10607007 F MUTUAL FUNDS 1421599 F PARTNERSHIP INVESTMENTS 2993440 F BENEFICIAL INTEREST TRUST 512580 F 24130731 0 OPERATING LEASE 118343 118343 X 28840897 2500956 354234 2855190 25985707 13836 13836 25999543 15003447 295238 318213 613451 14389996 13836 13836 14403832 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 association 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, 2025 AND 2024, 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, 2025, THE SYMPHONY IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE OR LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2022. AS OF AND FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, 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. SCHEDULE D, PART XI, LINE 2D $ 318,213 DIRECT FUNDRAISING EVENT EXPENSES $ 36,021 CHANGE VALUE OF IN BENEFICIAL TRUST ----------- $ 354,234 TOTAL SCHEDULE D, PART XII, LINE 2D $318,213 DIRECT FUNDRAISING EVENT EXPENSES GALA 900513 291050 609463 273211 75 ANNIVERSARY 94385 72160 22225 45002 0 994898 363210 631688 318213 318213 313475 X false true X false false false false false false false true false MR STEVEN LIBMAN PRESIDENT & CEO 266750 50000 0 13034 530 330314 0 MS COURTNEY LEWIS MUSIC DIRECTOR 265232 20000 0 13384 18188 316804 0 MR THOMAS FLAHERTY VP & CFO 179250 1500 0 9096 8807 198653 0 MR BRYAN DEBOER VP & CHIEF ADVANCEMENT OFFICER 158039 3500 0 8060 24260 193859 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. X 8 206297 FMV X MUSICAL INSTRUMENTS 2 13000 FMV false true true SCHEDULE M, PART I, COLUMN (B) THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS THE ORGANIZATION RECEIVED. SCHEDULE M, PART I, LINE 32B ANY NONCASH CONTRIBUTIONS IN THE FORM OF STOCKS ARE IMMEDIATELY SENT TO THE ASSOCIATION'S INVESTMENT ADVISORS FOR LIQUIDATION. 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 is approved by the board chair. FORM 990, PART VI, SECTION B, LINE 15B Salaries for the presidnet/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