Nonprofit · EIN 59-2603081
FLORIDA WEST COAST SYMPHONY INC
Also known as SARASOTA ORCHESTRA
Tax-exempt · SARASOTA, FL 34236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $41,951,923 | $15,747,249 | $26,204,674 | $111,857,902 | $4,967,176 | $106,890,726 |
| July 31, 2024 | 990 | $66,519,737 | $14,285,173 | $52,234,564 | $83,523,728 | $2,956,883 | $80,566,845 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $35,700,685
- of which government grants
- $541,325
- Program service revenue
- $3,557,651
- Investment income
- $2,151,476
- Net rental income
- -$27,093
- Net gain from sales of assets
- $79,715
- Net income from fundraising events
- $519,252
- Net income from sales of inventory
- -$4,396
- Other revenue
- $542,111
Expenses
- Grants and similar amounts paid
- $33,284
- Compensation of officers, directors and key employees
- $771,893
- Other salaries and wages
- $8,010,434
- Salaries, compensation and benefits (total)
- $10,494,335
- Professional fundraising fees
- $0
- Legal fees
- $55,849
- Accounting fees
- $47,945
- Occupancy
- $1,082,127
- Travel
- $75,590
- Depreciation
- $181,944
- Program services (functional)
- $12,053,986
- Management and general (functional)
- $1,230,072
- Fundraising (functional)
- $2,463,191
Balance sheet and other
- Total assets, start of year
- $83,523,728
- Total assets, end of year
- $111,857,902
- Total liabilities, end of year
- $4,967,176
- Net assets, end of year
- $106,890,726
- Land, buildings and equipment
- $27,161,151
- Publicly traded securities
- $43,939,015
- Net assets without donor restrictions
- $30,923,354
- Net assets with donor restrictions
- $75,967,372
- Gross unrelated business income
- $226
- Gross receipts
- $67,417,456
- Employees
- 359
- Volunteers
- 250
- Year formed
- 1949
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joseph McKenna | PRESIDENT AND CEO Officer | 38 | $281,144 | $64,913 |
| Cathy Wilson | CHIEF FINANCIAL OFFICER Officer | 40 | $176,747 | $28,916 |
| Gordon Greenfield | CHIEF MARKETING & COMMUNICATIONS OFFICER Officer | 40 | $131,629 | $29,026 |
| Billy Robinson | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| David Green | VICE-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| Jill Levine | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| Richard Rivera | VICE-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| Rose-Anne Frano | VICE-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| Tom Koski | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| Anne Folsom Smith | DIRECTOR Trustee or director | 2 | $0 | $0 |
| David Steves | DIRECTOR Trustee or director | 2 | $0 | $0 |
| Kim Wheeler | DIRECTOR Trustee or director | 2 | $0 | $0 |
| Lois Stulberg | DIRECTOR Trustee or director | 2 | $0 | $0 |
| Mike Esposito | DIRECTOR Trustee or director | 2 | $0 | $0 |
| Peter Kretzmer | DIRECTOR Trustee or director | 2 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rick Lannamann | DIRECTOR Trustee or director | 2 | $0 |
| Robin Serbin | DIRECTOR Trustee or director | 2 | $0 |
| Tom Ryan | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended July 31, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPH MCKENNA | PRESIDENT AND CEO Officer | 40 | $259,544 | $47,057 |
| CATHY WILSON | CHEIF FINANCIAL OFFICER Officer | 40 | $165,530 | $27,643 |
| GORDON GREENFIELD | CHIEF MARKETING AND COMMUNICATIONS OFFICER Officer | 40 | $123,366 | $28,269 |
| TOM KOSKI | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MIKE ESPOSITO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROSE-ANNE FRANO | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DEBORAH HAMM | DIRECTOR Trustee or director | 2 | $0 | $0 |
| HENRY KAHWATY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PETER KRETZMER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RICK LANNAMANN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ALISON MADSEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROBIN SERBIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANNE FOLSOM SMITH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID STEVES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KIM WHEELER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TOM RYAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JILL LEVINE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| BILLY ROBINSON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| RICHARD RIVERA | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LOIS STULBERG | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID GREEN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 709 N TAMIAMI TRL, SARASOTA, FL 34236-4047
- Principal officer (990 for 2024)
- Joseph McKenna, 709 North Tamiami Trail, Sarasota, FL 34236
- Signed the 990
- Joseph McKenna, President/CEO
- Phone
- (941) 953-4252
- Website
- WWW.SARASOTAORCHESTRA.ORG
- Return prepared by
- Mauldin & Jenkins LLC
Mission
The mission of the Sarasota Orchestra is to engage, educate and enrich our community through high quality live musical experiences. Sarasota Orchestra is committed to engaging our community with the highest standards in performing and programming, operating in a culture of service, respect and collaboration, and performing classical music and welcoming great music from other genres.
Program accomplishments
- Sarasota Orchestra is one of the leading regional orchestras in the United States, performing a wide range of classical, Pops, and chamber music concerts. Each season Sarasota Orchestra performs for more than 65,000 people across more than 100 live musical performances in a 36-week season from September to May. The 2024-2025 concert season was impacted by hurricane damage to its primary performance venue requiring the cancellation or relocation of fall concerts to smaller venues. Highlights of the season included Billy Child's Concerto for saxaphone, Arturo Marquez' Fandango violin concerto, performances of Peter and the Wolf in Spanish and English in the spring, and the popular Outdoor Pops concerts at Ed Smith statium that attracted more than 5,000 people from the community. Sarasota Orchestra employs 76 contracted musicians, with 48 musicians forming the Orchestra's full-time core. Its outreach programs, including the "On the Road with SO" community tour, free tickets through VetTix and Tickets for Kids, and a range of social services programs in order to connect with Sarasota and Manatee County residents of all ages who may not otherwise have access to concert experiences, thereby strengthening the community's artistic profile and reputation as a cultural hub in Florida.Expenses $9,858,620 · revenue $3,256,968
- Founded in 1965, the Sarasota Music Festival is one of the United States' premier teaching and performance festivals focused on chamber music. It was designated by the Florida State legislature as the "Official teaching and performing Festival of the State of Florida" in 1984. Through a competitive application process, the Festival accepts more than 60 talented fellows each summer, the majority of them college-aged, pre-professional artists, to participate in three weeks of master classes and coaching sessions, along with public orchestral and chamber music performances. A roster of more than 40 internationally-acclaimed musicians representing the world's top orchestras, conservatories, and colleges come to the Festival to mentor and perform alongside the fellows. Jeffrey Kahane has served as Music Director of the Sarasota Music Festival since 2016. Festival audiences enjoy a wide variety of concert experiences and events, including Thursday afternoon Artist Showcases featuring the faculty artists; concerts of chamber and orchestral music on Fridays and Saturdays; and Sunday "Rising Stars" recitals in which the fellows are both the stars and curators of the programs. Many patrons enjoy the option of purchasing Festival Passes, which allow access to the artists' master classes and rehearsals. Special events and lectures throughout the Festival offer rare opportunities for all Festival participants, audiences and musicians alike, to engage with living composers and top performing artists of today.Expenses $1,212,588 · revenue $259,630
- For over 65 years, Sarasota Orchestra has sponsored a Youth Orchestra Program that currently consists of eight orchestras: five string orchestras, one wind band, and two symphonic orchestras. The Sarasota Youth Orchestras meet once a week from September through April and present six concerts that are free to the public. 54% of the Sarasota Youth Orchestras' students were supported by scholarship assistance. Sarasota Orchestra also presents a Summer Music Camp for two weeks each July. Sarasota Orchestra's Summer Music Camp supports "true beginners," enabling aspiring musicians as young as eight years old to learn how to play an instrument with no prior experience. To ensure all students have access to music instruction and educational programs, Sarasota Orchestra provides scholarships for participation in Sarasota Youth Orchestras and Summer Music Camp, as well as private lesson, summer camps, and college scholarships. Students also have the opportunity to borrow instruments from the orchestra. Other education programs include the Young Person's Concert, which engages more than 9,000 fourth- and fifth- graders from Sarasota and Manatee County schools. The program includes an in-school preparation curriculum guide and culminates in a concert by Sarasota Orchestra held at a professional concert venue. The curriculum for the Young Person's Concert aligns with the Florida and National Education Standards. The Young Person's Concerts were cancelled due to hurricanes and the program will be performed in fall 2025. Other outreach programs include orchestra musicians performing and coaching in local schools and other community venues. In a regular season, the total number of children and family members served by Sarasota Orchestra's educational programming exceeds 15,000.Expenses $982,778 · grants $33,284 · revenue $95,175
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 59-2603081
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A690)
- Assets (IRS master file)
- $111,857,902
- Income (IRS master file)
- $67,417,456
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $41,951,923 | $15,747,249 | $111,857,902 | XML |
| 990-T | July 2025 | – | – | – | IRS |
| 990 | July 2024 | $66,519,737 | $14,285,173 | $83,523,728 | XML |
| 990-T | July 2024 | – | – | – | IRS |
| 990 | July 2023 | $10,091,175 | $13,385,444 | $31,780,178 | IRS |
| 990-T | July 2023 | – | – | – | IRS |
| 990 | July 2022 | – | – | – | IRS |
| 990-T | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990-T | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-2603081).
Questions about FLORIDA WEST COAST SYMPHONY INC
- What is the EIN of FLORIDA WEST COAST SYMPHONY INC?
- The employer identification number (EIN) of FLORIDA WEST COAST SYMPHONY INC is 59-2603081.
- Is FLORIDA WEST COAST SYMPHONY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to FLORIDA WEST COAST SYMPHONY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FLORIDA WEST COAST SYMPHONY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FLORIDA WEST COAST SYMPHONY INC due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FLORIDA WEST COAST SYMPHONY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of FLORIDA WEST COAST SYMPHONY INC?
- The 990 for the year ended July 31, 2025 names Joseph McKenna.
- Who are the officers and directors of FLORIDA WEST COAST SYMPHONY INC?
- The 990 for the year ended July 31, 2025 lists 18 people; 3 received compensation from the organization, the highest $281,144 (Joseph McKenna, PRESIDENT AND CEO).
- How much revenue does FLORIDA WEST COAST SYMPHONY INC have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $41,951,923, expenses of $15,747,249 and total assets of $111,857,902 at year end.
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All nonprofits in SARASOTA · Florida · Arts, culture and humanities