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Florida · Nonprofit

SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC

SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC (Florida) receives grants from 17 organizations whose IRS filings report $907,911 to it, the largest being LAT FOUNDATION ($473,000). 11 of them have funded it in more than one year.

Revenue FY2025
$1.8M
Funders on record
17
Grants received
$908k
Net assets
$2.3M
11/17 repeat funderspeak grant-dependency 21%
01What it does

What Southwest Florida Symphony Orchestra and Chorus Association Inc does

Mission

We aspire to be the premier music organization serving our communities by providing quality, professional performances and educational opportunities.

As stated on its FY2025 Form 990.

Program

  1. The mission of the southwest florida symphony is to present outstanding music for the entertainment, enrichment and education of the broadest possible public. We accomplish this mission by providing the highest caliber of professional symphonic performances, made accessible to the entire community and beyond. The symphony employs an internationally acclaimed music director/conductor, 70 world-class musicians and brings exemplary guest artists to lee county, florida. A professional symphony orchestra is the cornerstone of arts and culture in any community. Through its ever-expanding footprint and rich history in southwest florida, the southwest florida symphony significantly enhances the quality of the community. The southwest florida symphony also provides educational opportunities for children of all ages, up to and including college students and adults, through its broad educational programs. Majors for minors is a program that marries donor engagement with "reverse field trips," bringing professional orchestral ensembles to elementary schools throughout lee county, florida. This program is primarily funded through individual donors who are invited to attend these schools in…

    $1,328,546 spentof which $16,252 as grants$359,085 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $1,328,546.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($1.6M) Expenses 100 ($1.7M) Net assets 100 ($568k)2018 Revenue 101 ($1.6M) Expenses 107 ($1.8M) Net assets 500 ($2.8M)2019 Revenue 95 ($1.5M) Expenses 103 ($1.7M) Net assets 440 ($2.5M)2020 Revenue 94 ($1.5M) Expenses 97 ($1.6M) Net assets 372 ($2.1M)2021 Revenue 48 ($757k) Expenses 45 ($744k) Net assets 368 ($2.1M)2022 Revenue 81 ($1.3M) Expenses 68 ($1.1M) Net assets 523 ($3.0M)2023 Revenue 117 ($1.8M) Expenses 112 ($1.9M) Net assets 526 ($3.0M)2024 Revenue 88 ($1.4M) Expenses 96 ($1.6M) Net assets 459 ($2.6M)2025 Revenue 113 ($1.8M) Expenses 100 ($1.7M) Net assets 397 ($2.3M)
'17'18'19'20'21'22'23'24'25
Revenue (113)Expenses (100)Net assets (397)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2017 to 2018, from $859k to $3.1M (+262%).

$859k
$3.1M
$2.8M
$2.6M
$2.6M
$3.2M
$3.2M
$3.0M
$2.3M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 6% · 2018 3% · 2019 1% · 2020 4% · 2021 1% · 2022 14% · 2023 8% · 2024 6% · 2025 5%. Grants only. Government contracts and fees sit inside program revenue.

80% of SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC’s revenue is contributions — more donation-reliant than the typical peer (63% for the typical peer).

This organization
Typical peer · 5,395 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 6 of the last 9 reported years ran a deficit.

−$84k
’17
−$187k
’18
−$211k
’19
−$129k
’20
$13k
’21
$149k
’22
−$12k
’23
−$218k
’24
$118k
’25
0.9
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Amy Ginsburg

Executive director

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed252623191720181615
Joined·+6+3+3+5+3+3+1+3
No longer listed·56770534
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 5 funders to 8 funders, grant income rose $47k → $391k.

7 of 17 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 27% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $2.7M from one payer (the payer shares this organization's board, largest Southwest Florida Symphony Endowment Foundation Inc). These are real filings, and they are not money SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC raised.

From the IRS filings of SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC leans on a few funders — its largest provides 52% of grant income and the top three 84%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

42% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC.

52%
largest funder
84%
top three
~3
effective funders

Largest funder’s share by year: 2017 38% · 2018 66% · 2019 100% · 2020 84% · 2021 50% · 2022 71% · 2023 90% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

43% of SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC's funders are still giving 3 years after their first grant; 65% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC draws 77% of its grant income from funders outside Florida, across 6 states in all.

IL
CT
MO
KY
VA
FL

In-state vs out-of-state, by year

’17
’18
’20
’21
’22
’23
Florida out of state home

Funder states come from each funder’s own filing. $241k arriving through sponsors registered in 6 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC runs a healthier operating margin than half of the 3,430 arts & culture nonprofits its size.

Operating margin7% · above the median
Revenue growth (annualized)2% · bottom quartile

this organization peer median middle 50% of peers· 3,430 arts & culture nonprofits $1M–$10M, FY2025

Organizations like SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Florida

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

80% of spending goes to programs.

Program 80%Management 17%Fundraising 3%

Governance

14
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy–Document retention✓Board reviewed the 990–Audited financials

Public support

70%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

FL

Part of a family of 1 related entity

  • Southwest Florida Symphony Endowment Foundation Inc · exempt

Screen this organization

A dated, signed PDF of the compliance screen for SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC?
SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC (Florida) receives grants from 17 organizations whose IRS filings report $907,911 to it, the largest being LAT FOUNDATION ($473,000). 11 of them have funded it in more than one year.
How many funders does SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC have?
IRS filings report 17 organizations giving $907,911 in grants to SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC, 11 of which have funded it in more than one year.
Who is the largest funder of SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC?
LAT FOUNDATION is the largest funder on record, with $473,000 in grants. The full list of funders is on this page.
How can an organization like SOUTHWEST FLORIDA SYMPHONY ORCHESTRA AND CHORUS ASSOCIATION INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Florida. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 17 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing