Southwest Florida Symphony Endowment Foundation Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 46,453 | 96,806 | −50,353 | 46.2 | 0% |
| 2013 | 51,027 | 251,183 | −200,156 | 7.1 | 0% |
| 2014 | 1,940,662 | 4,670 | 1,935,992 | 5383.7 | 0% |
| 2015 | 446,234 | 58,505 | 387,729 | 502.7 | 0% |
| 2016 | 133,355 | 160,261 | −26,906 | 176.4 | 0% |
| 2017 | 75,552 | 149,929 | −74,377 | 205.8 | 0% |
| 2018 | 147,188 | 221,397 | −74,209 | 139.0 | 0% |
| 2019 | 145,446 | 292,431 | −146,985 | 100.3 | 0% |
| 2020 | 94,978 | 268,274 | −173,296 | 99.7 | 0% |
| 2021 | 827,647 | 139,089 | 688,558 | 299.6 | 0% |
| 2022 | 206,716 | 224,839 | −18,123 | 154.7 | 0% |
| 2023 | 917,592 | 419,302 | 498,290 | 90.3 | 0% |
In its most recent public year (2023), this organization brought in $498,290 more than it spent. Its reserves stood at about 90.3 months of spending, up from 46.2 in 2012. Staff pay was 0% of spending. $171,838 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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