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Nonprofiteer
← SOUTH FLORIDA SYMPHONY ORCHESTRA INC

Form 990 for tax year 2022

Filed by SOUTH FLORIDA SYMPHONY ORCHESTRA INC.

Totals

Total revenue
$2,161,567
Total expenses
$2,340,796
Contributions and grants received
$1,576,027
Grants paid
$2,988
Program service revenue
$585,540
Investment income
$0
Other revenue
$0
Total assets, end of year
$102,374
Total liabilities, end of year
$1,248,609
Net assets or fund balances, end of year
-$1,146,235
Program services expenses (Part IX)
$2,047,532
Management and general expenses
$185,461
Fundraising expenses
$107,803
Program service expenses (Part III)
$2,047,532

Program services were 87.5% 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.

  • 1b · Membership dues

    $71,754

  • 1c · Fundraising events

    $3,337

  • 1e · Government grants (contributions)

    $380,666

  • 1f · All other contributions, gifts and grants

    $1,120,270

  • 2a · Program service revenue: ADMISSIONS

    total $526,832 · related or exempt $526,832

  • 2b · Program service revenue: MEMBERSHIPS

    total $58,708 · related or exempt $58,708

  • 8a · Fundraising events: gross income

    $31,938

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

    $3,337

  • 8b · Fundraising events: direct expenses

    $31,938

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,988 · program services $2,988

  • 5 · Compensation of officers, directors and key employees

    total $189,411 · program services $126,905 · management and general $31,253 · fundraising $31,253

  • 7 · Other salaries and wages

    total $286,292 · program services $269,115 · management and general $11,451 · fundraising $5,726

  • 8 · Pension plan contributions

    total $40,022 · program services $28,016 · management and general $8,004 · fundraising $4,002

  • 9 · Other employee benefits

    total $48,872 · program services $35,110 · management and general $6,881 · fundraising $6,881

  • 10 · Payroll taxes

    total $61,778 · program services $43,244 · management and general $12,356 · fundraising $6,178

  • 11b · Fees: legal

    total $21,642 · management and general $21,642

  • 11c · Fees: accounting

    total $40,145 · management and general $40,145

  • 11g · Fees: other

    total $858,518 · program services $858,518

  • 12 · Advertising and promotion

    total $243,098 · program services $243,098

  • 13 · Office expenses

    total $38,024 · program services $20,599 · management and general $5,704 · fundraising $11,721

  • 14 · Information technology

    total $104,160 · program services $83,328 · management and general $10,416 · fundraising $10,416

  • 16 · Occupancy

    total $146,698 · program services $119,064 · management and general $13,817 · fundraising $13,817

  • 17 · Travel

    total $33,698 · program services $29,388 · management and general $2,155 · fundraising $2,155

  • 19 · Conferences, conventions and meetings

    total $16,999 · program services $8,499 · management and general $4,250 · fundraising $4,250

  • 20 · Interest

    total $9,087 · management and general $9,087

  • 22 · Depreciation, depletion and amortization

    total $6,593 · program services $3,297 · management and general $3,296

  • 24a · Other expenses: PRODUCTION COSTS

    total $92,275 · program services $92,275

  • 24b · Other expenses: MERCHANT PROCESSING FEES

    total $45,527 · program services $45,527

  • 24c · Other expenses: MISCELLANEOUS

    total $22,217 · program services $22,217

  • 24d · Other expenses: TELEPHONE & INTERNET

    total $9,572 · program services $4,786 · management and general $2,393 · fundraising $2,393

  • 24e · All other expenses

    total $23,180 · program services $11,558 · management and general $2,611 · fundraising $9,011

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $119,055 · end of year $26,746

  • 2 · Savings and temporary cash investments

    beginning of year $4,851

  • 3 · Pledges and grants receivable

    end of year $10,000

  • 4 · Accounts receivable

    end of year $2,000

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

    $146,049

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

    $92,146

  • 10c · Land, buildings and equipment, net

    beginning of year $60,495 · end of year $53,903

  • 15 · Other assets

    beginning of year $9,725 · end of year $9,725

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,135 · end of year $14,810

  • 19 · Deferred revenue

    beginning of year $77,802 · end of year $111,525

  • 22 · Loans and payables to officers and key people

    beginning of year $28,734 · end of year $18,434

  • 24 · Unsecured notes and loans payable

    beginning of year $1,039,942 · end of year $1,093,707

  • 25 · Other liabilities

    beginning of year $11,519 · end of year $10,133

  • 27 · Net assets without donor restrictions

    beginning of year -$987,750 · end of year -$1,146,235

  • 28 · Net assets with donor restrictions

    beginning of year $20,744

Mission and programs · 2022

Mission

THE ORCHESTRA IS DEDICATED TO BRINGING ORCHESTRAL MUSIC OF THE HIGHEST CALIBER TO SOUTH FLORIDA. ITS MISSION IS TO DELIGHT, INSPIRE AND EDUCATE THE COMMUNITIES WE SERVE THROUGH MUSIC.

Activities or mission (Part I)

REMAINING TRUE TO ITS MISSION TO DELIGHT, INSPIRE AND EDUCATE THE COMMUNITY, SOUTH FLORIDA SYMPHONY ORCHESTRA (SFSO) PERFORMED MORE THAN 37 IN PERSON CONCERTS AND EVENTS FOR PATRONS THROUGHOUT THE SOUTH FLORIDA REGION, INCLUDING MONROE, MIAMI-DADE AND BROWARD COUNTIES, SERVING APPROXIMATELY 22,000 MEMBERS OF THE COMMUNITY. THE MASTERWORKS CONCERT SERIES FEATURED WORLD-RENOWNED SOLOISTS, INCLUDING ZUILL BAILEY, CELLO, SVETLANA SMOLINA PIANO AND ASKAR SALIMDJANOV, VIOLIN AND OTHERS. AMONG THE ARTISTIC HIGHLIGHTS OF THE SEASON WAS DVO?K: CELLO CONCERTO IN B MINOR, OP. 104, AND GOTTSCH'S OCKLAWAHA - WORLD PREMIERE. IN ADDITION, THE TRANSFORMATIVE MUSIC EDUCATION PROGRAM, SYMPHONY IN THE SCHOOLS, EXPOSED MORE THAN 5,000 CULTURALLY UNDERSERVED STUDENTS TO THE MAGIC OF LIVE CLASSICAL MUSIC.

  • DURING FY23, SOUTH FLORIDA SYMPHONY PRESENTED A SERIES OF FIVE IN PERSON MASTERWORKS CONCERTS THROUGH 11 PERFORMANCES , PLUS A LARGE-SCALE HOLIDAY CONCERT PERFORMED TWO TIMES; ALL CONCERTS FEATURED WORLD-CLASS SOLOISTS AND MUSICIANS -- WHICH WERE ATTENDED BY MORE THAN 22,000 PATRONS AND STUDENTS IN BROWARD, MIAMI-DADE, AND MONROE COUNTIES. FACILITATING ENGAGEMENT WITH THE ARTS FOR MORE THAN 5,000 CULTURALLY UNDERSERVED STUDENTS AND THEIR FAMILIES THIS YEAR, THE IMPACTFUL SYMPHONY IN THE SCHOOLS PROGRAM FEATURED 'PRESERVING OUR CORAL REEF' IN KEY WEST AND AT FORT LAUDERDALE'S 'PARKER- AND THE MIAMI BEACH BANDSHELL. THE CONCERTS INTRODUCED THE ORCHESTRA, GAVE A COMPARISON OF ORCHESTRAL INSTRUMENTS WITH THE ENGAGING STORY OF EFFORTS TO SAVE THE CORAL REEF, WITH THE GOAL, TO EMPOWER CHILDREN - THROUGH CLASSICAL MUSIC - TO CHANGE PERSONAL BEHAVIORS TO PROTECT THE ENVIRONMENT. IN SPRING 2023, THE SFSO MUSIC EDUCATORS RETURNED TO THE SCHOOLS, PROVIDING SIDE BY SIDE AND SECTIONAL TRAINING IN NUMEROUS SCHOOLS THROUGHOUT THE REGION. FURTHER COMMUNITY ENGAGEMENT ALSO INCLUDED 'COMMUNITY BEATS,' A PROGRAM FOR MEMBERS OF SOUTH FLORIDA'S DIVERSE COMMUNITIES TO EXPERIENCE THE PERFORMING ARTS IN INTIMATE, UNEXPECTED SPACES. THROUGH A SERIES OF EVENTS FEATURING MUSIC, FOOD, AND SOCIALIZATION OPPORTUNITIES, PARTICIPANTS WERE PROVIDED ACCESS TO ART, GUEST SOLOISTS AND MUSICIANS IN UNINTIMIDATING AND UNUSUAL LOCATIONS. IN ADDITION, SFSO IS A CULTURAL LEADER AND COMMUNITY ASSET, HAVING A FAR- REACHING ECONOMIC IMPACT. AS THE LARGEST ORCHESTRAL EMPLOYER IN THE REGION, THE ORGANIZATION GENERATES JOBS FOR NEARLY 300 MUSICIANS, PRODUCTION STAFF AND ARTS ADMINISTRATORS DURING THE CURRENT FISCAL YEAR. THE SFSO CONTINUES TO HAVE AN IMMEASURABLE EFFECT ON THE COMMUNITIES IT SERVES.

    Expenses $2,047,532 · Grants $2,988 · Revenue $585,540

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jacqueline Lorber

    PRESIDENT &

    Total calculated
    $101,419
    From this org
    $94,705
    From related orgs
    $0
    Other
    $6,714
    Hours/week
    60

  • Sebrina Alfonso

    ARTISTIC DIR

    Total calculated
    $101,419
    From this org
    $94,705
    From related orgs
    $0
    Other
    $6,714
    Hours/week
    40

  • Charles Lane

    CHAIR

    Total calculated
    $0
    Hours/week
    10

  • Linda Shagena

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • Miriam Richter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • Tj Walsh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • Charles Green

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202333179349307753

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