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Nonprofiteer
← FLORIDA ORCHESTRA INC

Form 990 for tax year 2023

Filed by FLORIDA ORCHESTRA INC.

Totals

Total revenue
$13,111,432
Total expenses
$13,865,426
Contributions and grants received
$6,981,677
Grants paid
$0
Program service revenue
$4,449,777
Investment income
$1,048,070
Other revenue
$631,908
Total assets, end of year
$13,662,829
Total liabilities, end of year
$3,495,962
Net assets or fund balances, end of year
$10,166,867
Program services expenses (Part IX)
$11,673,656
Management and general expenses
$1,792,046
Fundraising expenses
$399,724
Program service expenses (Part III)
$11,673,656

Program services were 84.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $574,000

  • 1d · Related organizations

    $160,000

  • 1e · Government grants (contributions)

    $438,917

  • 1f · All other contributions, gifts and grants

    $5,808,760

  • 1g · Noncash contributions included above

    $208,000

  • 2a · Program service revenue: ADMISSIONS

    total $3,723,203 · related or exempt $3,723,203

  • 2b · Program service revenue: PERFORMANCE REVENUE

    total $723,916 · related or exempt $723,916

  • 2c · Program service revenue: OTHER PROGRAM REVENUE

    total $2,658 · related or exempt $2,658

  • 3 · Investment income

    total $304,739 · excluded $304,739

  • 7a · Gross sales of assets other than inventory

    securities $2,921,508

  • 7b · Less cost or other basis and sales expenses

    securities $2,178,177

  • 7c · Gain or loss

    securities $743,331

  • 7d · Net gain or loss

    total $743,331 · excluded $743,331

  • 8a · Fundraising events: gross income

    $1,356,705

  • 8a · Fundraising events: contributions included on line 1c

    $574,000

  • 8b · Fundraising events: direct expenses

    $724,797

  • 8c · Net income from fundraising events

    total $631,908 · excluded $631,908

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $316,657 · management and general $316,657

  • 7 · Other salaries and wages

    total $6,366,455 · program services $5,631,156 · management and general $527,094 · fundraising $208,205

  • 8 · Pension plan contributions

    total $471,889 · program services $463,875 · management and general $4,419 · fundraising $3,595

  • 9 · Other employee benefits

    total $874,031 · program services $759,810 · management and general $88,693 · fundraising $25,528

  • 10 · Payroll taxes

    total $566,017 · program services $480,945 · management and general $68,199 · fundraising $16,873

  • 11b · Fees: legal

    total $7,116 · management and general $7,116

  • 11c · Fees: accounting

    total $98,932 · program services $16,198 · management and general $79,134 · fundraising $3,600

  • 11f · Fees: investment management

    total $55,146 · management and general $55,146

  • 11g · Fees: other

    total $2,271,920 · program services $2,092,973 · management and general $174,947 · fundraising $4,000

  • 12 · Advertising and promotion

    total $548,630 · program services $548,630

  • 13 · Office expenses

    total $454,758 · program services $290,753 · management and general $82,837 · fundraising $81,168

  • 14 · Information technology

    total $130,562 · program services $33,114 · management and general $74,679 · fundraising $22,769

  • 16 · Occupancy

    total $1,075,009 · program services $1,035,725 · management and general $30,492 · fundraising $8,792

  • 17 · Travel

    total $171,362 · program services $161,860 · management and general $5,673 · fundraising $3,829

  • 19 · Conferences, conventions and meetings

    total $26,828 · program services $49 · management and general $5,414 · fundraising $21,365

  • 20 · Interest

    total $207,929 · management and general $207,929

  • 22 · Depreciation, depletion and amortization

    total $7,065 · program services $7,065

  • 23 · Insurance

    total $95,083 · program services $38,622 · management and general $56,461

  • 24a · Other expenses: MUSIC RENTAL

    total $96,476 · program services $96,476

  • 24b · Other expenses: PRODUCTION & AUDITION

    total $16,405 · program services $16,405

  • 24e · All other expenses

    total $7,156 · management and general $7,156

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $293,658 · end of year $314,356

  • 2 · Savings and temporary cash investments

    beginning of year $15,000 · end of year $15,000

  • 3 · Pledges and grants receivable

    beginning of year $44,550 · end of year $139,150

  • 4 · Accounts receivable

    beginning of year $1,211,375 · end of year $84,540

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,058 · end of year $98,931

  • 10a · Land, buildings and equipment: cost or other basis

    $605,924

  • 10b · Land, buildings and equipment: accumulated depreciation

    $567,320

  • 10c · Land, buildings and equipment, net

    beginning of year $45,669 · end of year $38,604

  • 11 · Investments: publicly traded securities

    beginning of year $9,390,703 · end of year $8,709,583

  • 15 · Other assets

    beginning of year $4,009,551 · end of year $4,262,665

  • 17 · Accounts payable and accrued expenses

    beginning of year $749,748 · end of year $598,026

  • 19 · Deferred revenue

    beginning of year $1,258,675 · end of year $1,104,820

  • 23 · Secured mortgages and notes payable

    beginning of year $3,005,548 · end of year $1,732,027

  • 25 · Other liabilities

    beginning of year $89,022 · end of year $61,089

  • 27 · Net assets without donor restrictions

    beginning of year -$1,122,440 · end of year -$1,129,832

  • 28 · Net assets with donor restrictions

    beginning of year $11,059,011 · end of year $11,296,699

Mission and programs · 2023

Mission

TO ENRICH THE LIFE OF THE TAMPA BAY AREA AS IT INSPIRES, EDUCATES AND BRINGS TOGETHER A WIDE AND DIVERSE AUDIENCE WITH LIVE SYMPHONIC MUSIC, ENSURING THAT FUTURE GENERATIONS WILL CONTINUE TO ENJOY THIS LIVING ART FORM THAT MAGNIFICENTLY CELEBRATES THE HUMAN SPIRIT.

Activities or mission (Part I)

TO INSPIRE-EDUCATE-UNITE AND BUILD COMMUNITY THROUGH THE TRANSFORMATIVE POWER OF MUSIC.

  • CONCERT PERFORMANCES:FOR MORE THAN 56 YEARS, THE FLORIDA ORCHESTRA (TFO) HAS SERVED THE TAMPA BAY AREA AND BEYOND. TFO IS FLORIDA'S LARGEST PROFESSIONAL ORCHESTRA AND THE LARGEST PERFORMING ARTS ORGANIZATION THAT BRIDGES THE BAY. A TYPICAL TFO CONCERT SEASON ENCOMPASSES THE FULL BREADTH OF SYMPHONIC REPERTOIRE WITH MORE THAN 100 CONCERTS, IN ADDITION TO EDUCATION AND COMMUNITY PROGRAMS, THAT REACH A TOTAL OF 155,000 PEOPLE, UNDER THE LEADERSHIP OF MUSIC DIRECTOR MICHAEL FRANCIS. IN ADDITION TO STANDARD ORCHESTRAL WORKS, TFO PLAYS MUSIC FROM ROCK, POP, AND BROADWAY, AND COLLABORATES IN PRODUCTIONS WITH LOCAL THEATER, CHORAL AND OPERA COMPANIES. (CONTINUED ON SCHEDULE O)SERIES INCLUDE: -HOUGH FAMILY FOUNDATION MASTERWORKS: CORE CONCERT SERIES OF SYMPHONIC STANDARDS FROM BEETHOVEN TO STRAVINSKY, INCLUDING A WIDE RANGE OF DIVERSE COMPOSERS THAT REFLECT THE TAMPA BAY COMMUNITY AND BEYOND. THE PREMIER SERIES BRINGS RENOWNED GUEST ARTISTS FROM AROUND THE WORLD TO TAMPA BAY STAGES. CONCERTS INCLUDE PRE-CONCERT CONVERSATIONS TO DIVE DEEPER INTO THE MUSIC AND WEEKEND MATINEES FOR SELECT CONCERTS TO INCREASE ACCESSIBILITY.-MORNING MATINEES: MORNING MATINEE SERIES OF LIGHT SYMPHONIC FAVORITES IN RELAXED SETTING. INCLUDES PRE-CONCERT CONVERSATIONS. -RAYMOND JAMES POPS: SERIES OF POPULAR STANDARDS FROM BROADWAY TO FILM TO JAZZ INCLUDING WEEKEND MATINEES FOR SELECT CONCERTS.-SPECIAL CONCERTS: INCLUDING ROCK, FILM AND TFO'S ANNUAL FUNDRAISING GALA CONCERT WITH GUEST ARTISTS SUCH AS YO-YO MA, STING, ITZHAK PERLMAN, AND SEAL.

    Expenses $10,272,817 · Revenue $3,915,804

  • EDUCATION AND COMMUNITY:TFO'S EXTENSIVE EDUCATION AND COMMUNITY ENGAGEMENT ACTIVITIES AND ACCESSIBILITY INITIATIVES MAKE IT POSSIBLE FOR A LARGE PORTION OF THE ORCHESTRA'S ANNUAL TOTAL AUDIENCE TO PARTICIPATE IN ITS SERVICES FREE OF CHARGE OR FOR LOW COST. THESE ACTIVITIES FOLLOW OUR COMMITMENT TO EDUCATE AND IMPACT A WIDE RANGE OF COMMUNITY MEMBERS OF ALL AGES, BACKGROUNDS, AND SOCIOECONOMIC MEANS, INCLUDING BUT NOT LIMITED TO: (CONTINUED ON SCHEDULE O)-MASTERWORKS CLASSICAL KIDS & TEENS TICKETS: OFFERS FREE MASTERWORKS TICKETS TO PATRONS AGES 5-18. -POPS KIDS & TEENS TICKETS: OFFERS REDUCED-PRICED TICKETS TO PATRONS AGES 5-18. -LIBRARY VOUCHER PROGRAM: OFFERS FREE TICKETS THROUGHOUT THE HILLSBOROUGH AND PINELLAS COUNTY PUBLIC LIBRARY SYSTEM TO LIBRARY PATRONS AND THEIR FAMILIES. FOR THE FIRST TIME, VOUCHERS WERE IMPLEMENTED IN THE TALKING BOOK LIBRARY FOR THE BLIND.-YOUTH CONCERTS: SERVES TWO OF THE LARGEST SCHOOL DISTRICTS IN THE AREA, HILLSBOROUGH AND PINELLAS, BY CURATING IMMERSIVE, ENGAGING YOUTH-CENTERED PROGRAMMING. TFO YOUTH CONCERTS ARE PROVIDED TO SCHOOLS AT NO COST, SERVING THOUSANDS OF STUDENTS IN GRADES 3, 4 AND 5. -FAMILY CONCERTS: COMMUNITY-BASED FAMILY CONCERTS OFFER A THEMED FULL-ORCHESTRA PERFORMANCE FOR FAMILIES OF ALL AGES, GEARED FOR PRE-K-12. THE CONCERTS CENTER AROUND AUDIENCE ENGAGEMENT, SHARED MUSIC ENRICHMENT AND EDUCATIONAL OPPORTUNITIES FOR FAMILIES. - POPS IN THE PARK CONCERTS: OUR BIGGEST CONCERTS OF THE YEAR SERVE A TOTAL OF ABOUT 30,000 RESIDENTS THROUGHOUT TAMPA BAY. THESE THREE, FULL-ORCHESTRA CONCERTS ARE FREE AND ACCESSIBLE TO ALL, ESPECIALLY FAMILIES, IN PUBLIC PARKS IN HILLSBOROUGH AND PINELLAS COUNTIES. PRE-CONCERT SHOWS PROVIDE A PLATFORM FOR COMMUNITY MUSICAL ORGANIZATIONS TO PERFORM FOR LARGE AUDIENCES.-INSTRUMENT PETTING ZOO: OFFERS OPPORTUNITY FOR COMMUNITY MEMBERS OF ALL AGES AND EXPERIENCE LEVELS TO TRY OUT AND PLAY INSTRUMENTS. INSTRUMENT PETTING ZOOS ARE FREE AND MOBILE, BROUGHT DIRECTLY TO PILLARS IN OUR COMMUNITIES: SCHOOLS, LIBRARIES, COMMUNITY/RECREATION CENTERS, 55+ COMMUNITIES, AND MORE.-SIDE BY SIDE OUTREACH: THESE FULL-ORCHESTRA SERVICES ARE FREE TO THE LOCAL YOUTH ORCHESTRA ORGANIZATIONS. STUDENT MUSICIANS, AGES 11-18, SIT SIDE-BY-SIDE WITH TFO MUSICIANS, CONDUCTED BY TFO'S RESIDENT CONDUCTOR. TFO MUSICIANS MENTOR AND PROVIDE LIVE FEEDBACK TO STUDENT MUSICIANS. INCLUDES Q/A SESSION AS WELL AS A FULL PERFORMANCE OPEN TO THE PUBLIC.-STRINGS PROJECT FOR KIDS: A FREE AFTER-SCHOOL MUSIC ENRICHMENT AND LIFE SKILLS STRINGS CLASS. CLASSES RUN THROUGHOUT THE ENTIRE SCHOOL YEAR. TWO BRANCHES EXIST, STRINGS FOR KIDS (ELEMENTARY STUDENTS AND COMMUNITY STRINGS PROJECT (MIDDLE AND HIGH SCHOOL SUMMER). STRINGS PROJECTS FOR KIDS STUDENTS PARTICIPATE IN TWO PERFORMANCES AS WELL AS SUPPLEMENTAL MUSIC ENRICHMENT ACTIVITIES. THE PROGRAM RESIDES IN TITLE 1 TRAUMA RESPONSE ELEMENTARY SCHOOLS AND UNDERSERVED COMMUNITIES AND SERVES STUDENTS GRADES 2-5.-LOBBY PERFORMANCE PROGRAM: ELEMENTARY, MIDDLE, HIGH SCHOOL, AND LOCAL COMMUNITY ENSEMBLES PERFORM FOR PATRONS IN THE CONCERT HALL LOBBY PRIOR TO TFO CONCERTS. SCHOOLS COME FROM THREE MAJOR COUNTIES: PASCO, HILLSBOROUGH, AND PINELLAS. TFO PROVIDE FREE TICKETS FOR STUDENT MUSICIANS TO ATTEND THE TFO CONCERT AFTER THE LOBBY PERFORMANCE.-TEACHING ARTIST PROGRAM: THIS PROGRAM SERVES MIDDLE SCHOOL AND HIGH SCHOOL ORCHESTRA PROGRAMS IN THE PINELLAS PUBLIC SCHOOL SYSTEM. TEACHING ARTISTS ARE HIGHLY TRAINED PROFESSIONAL MUSICIANS AND EDUCATORS. TEACHING ARTIST PROGRAM PRIORITIZES SUPPORTING NEW TEACHERS AND NON-STRING TEACHERS. A SUBSIDIARY PROGRAM, THE PARTNER SCHOOL PROGRAM, PRIORITIZES 3-4 TWO HIGH-NEED ORCHESTRA PROGRAMS. THE TEACHING ARTIST PROGRAM PROVIDES CONSISTENT WEEKLY SITE VISITS, MPA CLINICS, DIRECT IN-CLASSROOM AND CURRICULA SUPPORT, AND ANY ADDITIONAL NEEDS REQUESTED BY INDIVIDUAL SCHOOL OR THE SCHOOL DISTRICT. SERVES HUNDREDS OF STUDENTS EACH WEEK.-SING OUT TAMPA BAY: A COMMUNITY CHORUS OPEN TO ALL COMMUNITY MEMBERS OF ALL AGES. COMMUNITY CHORUS MEMBERS PARTICIPATE IN A PUBLIC CONCERT IN THE CONCERT HALL WITH TFO FULL ORCHESTRA AND THE MUSIC DIRECTOR.

    Expenses $1,400,839 · Revenue $533,973

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gregory C Yadley

    CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    1
  • Linda Cassaly

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Greg Rust

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Carol Balkcom

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Barry Alpert

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Gayle Bertelstein

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Susan Betzer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Montserrat Cerf

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jeanne Coleman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Joyce Cotton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Elizabeth J Daniels Esq

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Sara Dodds

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Gina Driscoll

    DIRECTOR - EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1
  • Belinda Dumont

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Judith Eichenbaum

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jane Fanning

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Gordon Gilbert

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Americo Gonzalvo

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Harry Greene

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Tricia Hancock

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Susan Haney

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • William D Haueisen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Joan Kline

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jane B Peppard

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Gary Satterfield

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Michel Sauers

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Robert Schmidt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Marcy Shuck

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Robert F Shuck

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • J Harrison Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Richard Stein

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jane Strom

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Sue Ulrey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Herbert Walter

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Ian J Whitney

    DIRECTOR - EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1
  • Peter Zinober

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Karl Nurse

    BOARD MEMBER (TERM END 12/31/23)

    Total calculated
    $0
    Hours/week
    1
  • Angela Phiri

    BOARD MEMBER (TERM END 12/31/23)

    Total calculated
    $0
    Hours/week
    1
  • Isaac Ruiz-Carus

    BOARD MEMBER (TERM END 12/31/23)

    Total calculated
    $0
    Hours/week
    1
  • Deborah Budaj

    CFO CONSULTANT (THRU 11/30/23)

    Total calculated
    $79,875
    From this org
    $79,875
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Anita Samaroo

    DIRECTOR OF FINANCE (AS OF 11/13/23)

    Total calculated
    $12,233
    From this org
    $11,446
    From related orgs
    $0
    Other
    $787
    Hours/week
    40
  • Ignacio Berron Viela

    PRESIDENT & CEO (AS OF 8/7/23)

    Total calculated
    $95,759
    From this org
    $89,077
    From related orgs
    $0
    Other
    $6,682
    Hours/week
    40
  • Jeffrey Multer

    CONCERTMASTER

    Total calculated
    $181,166
    From this org
    $140,373
    From related orgs
    $0
    Other
    $40,793
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,373
    Bonus
    $0
    Other
    $0
    Deferred
    $11,414
    Nontaxable benefits
    $29,379
    Filer's total
    $181,166
  • Susana Weymouth

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $129,315
    From this org
    $115,570
    From related orgs
    $0
    Other
    $13,745
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
3 April 2025
IRS schema version
2023v6.0
Source object
202510979349300521

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