Form 990 for tax year 2023
Filed by JACKSONVILLE SYMPHONY ASSOCIATION.
Totals
- Total revenue
- $12,083,683
- Total expenses
- $12,983,751
- Contributions and grants received
- $7,036,804
- Grants paid
- $2,975
- Program service revenue
- $4,038,194
- Investment income
- $824,589
- Other revenue
- $184,096
- Total assets, end of year
- $32,569,211
- Total liabilities, end of year
- $2,255,228
- Net assets or fund balances, end of year
- $30,313,983
- Program services expenses (Part IX)
- $9,496,789
- Management and general expenses
- $2,316,201
- Fundraising expenses
- $1,170,761
- Program service expenses (Part III)
- $9,496,789
Program services were 73.1% 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
$228,052
-
1e · Government grants (contributions)
$816,320
-
1f · All other contributions, gifts and grants
$5,992,432
-
1g · Noncash contributions included above
$75,099
-
2a · Program service revenue: INDOOR CONCERT SALES
total $3,973,499 · related or exempt $3,973,499
-
2b · Program service revenue: YOUTH MUSIC PROGRAMS
total $64,695 · related or exempt $64,695
-
3 · Investment income
total $428,105 · unrelated business $40,127 · excluded $387,978
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $3,586,576
-
7b · Less cost or other basis and sales expenses
securities $3,190,092
-
7c · Gain or loss
securities $396,484
-
7d · Net gain or loss
total $396,484 · excluded $396,484
-
8a · Fundraising events: gross income
$250,537
-
8a · Fundraising events: contributions included on line 1c
$228,052
-
8b · Fundraising events: direct expenses
$165,653
-
8c · Net income from fundraising events
total $84,884 · excluded $84,884
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: OTHER INCOME
total $99,212 · excluded $99,212
-
11e · Other revenue, total
$99,212
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $2,975 · program services $2,975
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $784,376 · program services $604,417 · management and general $123,877 · fundraising $56,082
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $6,163,080 · program services $4,749,091 · management and general $973,339 · fundraising $440,650
-
8 · Pension plan contributions
total $369,978 · program services $285,094 · management and general $58,431 · fundraising $26,453
-
9 · Other employee benefits
total $933,965 · program services $719,686 · management and general $147,502 · fundraising $66,777
-
10 · Payroll taxes
total $504,638 · program services $388,859 · management and general $79,698 · fundraising $36,081
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $41,654 · management and general $41,654
-
11c · Fees: accounting
total $33,000 · management and general $33,000
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $28,298 · management and general $28,298
-
11g · Fees: other
total $398,223 · program services $95,804 · management and general $191,141 · fundraising $111,278
-
12 · Advertising and promotion
total $590,538 · program services $142,072 · management and general $283,449 · fundraising $165,017
-
13 · Office expenses
total $46,813 · program services $14,512 · management and general $15,916 · fundraising $16,385
-
14 · Information technology
total $182,485 · program services $56,570 · management and general $62,045 · fundraising $63,870
-
15 · Royalties
total $0
-
16 · Occupancy
total $131,092 · program services $40,639 · management and general $44,571 · fundraising $45,882
-
17 · Travel
total $54,240 · program services $8,167 · management and general $44,603 · fundraising $1,470
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $32,376 · program services $32,376
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $87,781 · program services $27,212 · management and general $29,846 · fundraising $30,723
-
23 · Insurance
total $136,063 · program services $32,734 · management and general $65,308 · fundraising $38,021
-
24a · Other expenses: CONCERT PRODUCTION COSTS
total $1,424,565 · program services $1,424,565
-
24b · Other expenses: GUEST ARTISTS
total $808,960 · program services $808,960
-
24c · Other expenses: BANK CHARGES
total $112,745 · program services $27,124 · management and general $54,116 · fundraising $31,505
-
24d · Other expenses: DUES & SUBSCRIPTIONS
total $88,897 · program services $27,558 · management and general $30,225 · fundraising $31,114
-
24e · All other expenses
total $27,009 · program services $8,374 · management and general $9,182 · fundraising $9,453
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,073,360 · end of year $1,526,843
-
2 · Savings and temporary cash investments
beginning of year $5,855,799 · end of year $3,734,001
-
3 · Pledges and grants receivable
beginning of year $5,837,308 · end of year $4,926,883
-
4 · Accounts receivable
beginning of year $6,319 · end of year $72,814
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $87,376 · end of year $421,394
-
10a · Land, buildings and equipment: cost or other basis
$2,884,475
-
10b · Land, buildings and equipment: accumulated depreciation
$1,906,929
-
10c · Land, buildings and equipment, net
beginning of year $404,696 · end of year $977,546
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $17,699,085 · end of year $20,686,609
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $770,487 · end of year $223,121
-
17 · Accounts payable and accrued expenses
beginning of year $661,518 · end of year $956,992
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $973,610 · end of year $1,068,319
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $335,016 · end of year $229,917
-
27 · Net assets without donor restrictions
beginning of year $23,149,819 · end of year $24,436,082
-
28 · Net assets with donor restrictions
beginning of year $6,614,467 · end of year $5,877,901
Mission and programs · 2023
Mission
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.
Activities or mission (Part I)
THE MISSION OF THE JACKSONVILLE SYMPHONY IS TO ENRICH THE HUMAN SPIRIT THROUGH SYMPHONIC MUSIC.
-
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 75 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.
Expenses $9,074,741 · Revenue $3,973,499
-
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.
Expenses $422,048 · Grants $2,975 · Revenue $64,695
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Ms Courtney LewisMS COURTNEY LEWIS
CONDUCTOR
- Total calculated
- $299,625
- From this org
- $264,883
- From related orgs
- $0
- Other
- $34,742
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $254,883
- Bonus
- $10,000
- Other
- $0
- Deferred
- $11,692
- Nontaxable benefits
- $23,580
- Filer's total
- $300,155
-
Mr Steven LibmanMR STEVEN LIBMAN
PRESIDENT & CEO
- Total calculated
- $296,156
- From this org
- $285,250
- From related orgs
- $0
- Other
- $10,906
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $255,250
- Bonus
- $30,000
- Other
- $0
- Deferred
- $10,906
- Nontaxable benefits
- $530
- Filer's total
- $296,686
-
Mr Bryan DeboerMR BRYAN DEBOER
VP & CHIEF ADVANCEMENT OFFICER
- Total calculated
- $193,639
- From this org
- $156,473
- From related orgs
- $0
- Other
- $37,166
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $156,473
- Bonus
- $0
- Other
- $0
- Deferred
- $7,122
- Nontaxable benefits
- $30,574
- Filer's total
- $194,169
-
Mr Thomas FlahertyMR THOMAS FLAHERTY
VP & CFO
- Total calculated
- $191,413
- From this org
- $174,036
- From related orgs
- $0
- Other
- $17,377
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $174,036
- Bonus
- $0
- Other
- $0
- Deferred
- $7,654
- Nontaxable benefits
- $10,253
- Filer's total
- $191,943
-
Mr Danny RiosMR DANNY RIOS
ORCHESTRA REPRESENTATIVE
- Total calculated
- $78,709
- From this org
- $50,925
- From related orgs
- $0
- Other
- $27,784
- Hours/week
- 40
-
Mr Jorge PeaMR JORGE PEA
ORCHESTRA REPRESENTATIVE
- Total calculated
- $68,873
- From this org
- $50,172
- From related orgs
- $0
- Other
- $18,701
- Hours/week
- 40
-
Mr J F BryanMR J F BRYAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr Greg AndersonMR GREG ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr Donald A BaldwinMR DONALD A BALDWIN
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Ms Martha E BarrettMS MARTHA E BARRETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr Gilchrist B BergMR GILCHRIST B BERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Ms Poppy ClementsMS POPPY CLEMENTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr Rafael CalderaMR RAFAEL CALDERA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr Carl CannonMR CARL CANNON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mrs Chung-Hae CaslerMRS CHUNG-HAE CASLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr Kevin CraigMR KEVIN CRAIG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Barbara Darby EdDDR BARBARA DARBY EDD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Ms Lory DoolittleMS LORY DOOLITTLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr R Chris DoerrMR R CHRIS DOERR
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr Jim JohnsonMR JIM JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr Charles S JosephMR CHARLES S JOSEPH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Ms Dana L KarzanMS DANA L KARZAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Timothy SnyderDR TIMOTHY SNYDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Anne Lufrano PhDDR ANNE LUFRANO PHD
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Ms Sheila McLenaghanMS SHEILA MCLENAGHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr Joe T PorterMR JOE T PORTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Ms Sherilyn F Van OrdenMS SHERILYN F VAN ORDEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Ms Brenda WolchokMS BRENDA WOLCHOK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Timothy A Woodward MDDR TIMOTHY A WOODWARD MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr Douglas C WorthMR DOUGLAS C WORTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Hon Gwendolyn Gwen YatesHON GWENDOLYN GWEN YATES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr A Zachary Faison JrMR A ZACHARY FAISON JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr Brian FayMR BRIAN FAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr Edward Skinner JonesMR EDWARD SKINNER JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr Matthew MarcinMR MATTHEW MARCIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Ms Conchita RobinsonMS CONCHITA ROBINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr David M StricklandMR DAVID M STRICKLAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Ms Kelley Matthews
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Anjali Lueck DMD
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Ms Katheryn Hancock
Director
- Total calculated
- $0
- Hours/week
- 0.5
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
- 1a · Health or social club dues or initiation fees
- 2 · Substantiation required before reimbursing expenses
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 1b · Written policy on the line-1a expenses
- 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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- 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.
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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531349349307638
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