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Punta Gorda Symphony INC FY2022 filing

Tax-deductible

Punta Gorda, FL501(c)(3)Arts & Culture EIN 59-2029342Revenue $882K in FY2022Latest return filed Feb 6, 2026

On file with the IRScharlottesymphony.com721 W Virginia Ave, 33950-5418 · Punta Gorda, FLTax-exempt since Nov 1980Publicly supported charity — 170(b)(1)(A)(vi)

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To provide a quality regional orchestra serving the community with symphonic music, a valuable part of cultural growth

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $42K a year · 8% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Looks good: 6.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $12K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$6K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$882K
+50% vs prior year
Spent
$800K
To programs
88%
Net assets
$430K
By yearFY2020–FY2025
Revenue
$882K
FY2022▲ +50%
Tap a bar for its year
Revenue by fiscal year
FY2020$773K
FY2021$589K
FY2022$882K
FY2023$584K
FY2024$293K
FY2025$3K
Expenses
$800K
FY2022▲ +73%
Tap a bar for its year
Expenses by fiscal year
FY2020$774K
FY2021$463K
FY2022$800K
FY2023$826K
FY2024$497K
FY2025$14K
Net assets
$430K
FY2022▲ +24%
Tap a bar for its year
Net assets by fiscal year
FY2020$222K
FY2021$347K
FY2022$430K
FY2023$188K
FY2024−$15K
FY2025−$26K

From the FY2022 Form 990 (year ending April 2022) · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1980.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $707K Management & general 5% · $38K Fundraising 7% · $56K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Lisa Hall
Director
$0Pt VII · Sec A
Van Lupo
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Punta Gorda Symphony INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Presents symphonic music to enrich the community's cultural growth.

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1 program · $707K · in their own filed words · FY2021
01

During the 2021-2022 season ending april 30, 2022, there were four concerts. Two orchestra concerts had two showings each, two chamber concerts had three showings each, for a season-long total of nine performances.

$707Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Charlotte Community Foundation INCFY2024$12K
Total grants receivedfrom 1 funder$12K

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$882K
Ln 12
Gifts and grantsLn 1h$578K
Fees for servicesLn 2g$301K
Investment incomeLn 3$2K
Money outPt IX
$800K
Ln 25
Programscol B$707K
Managementcol C$38K
Fundraisingcol D$56K
Owns and owesPt X
$430K
net assets · Ln 32
Cash and savingsLn 1–2$402K
Total assetsLn 16$436K
LiabilitiesLn 26$6K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$578K
Government grantsLn 1e$91K
Noncash giftsLn 1g$400
Fees for servicesLn 2g$301K
Investment incomeLn 3$2K
Other incomeLn 4–11$1K
Total revenueLn 12$882K
Assets in detailPt X, end of year
SavingsLn 2$402K
Cash and savings togetherLn 1–2$402K
Land, buildings, equipmentLn 10c$10K
Other assetsLn 15$12K
Total assetsLn 16$436K
LiabilitiesLn 26$6K
Net assetsLn 32$430K
OperationsPt I, VI
EmployeesI 56
VolunteersI 637
Fiscal year endsHeaderApril
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$672K$402K
Land, buildings, equipmentLn 10c$11K$10K
Total assetsLn 16$723K$436K
LiabilitiesLn 26$375K$6K
Net assetsLn 32$347K$430K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$221K$161K$15K$44K
Other employee benefitsLn 9$12K$12K
Payroll taxesLn 10$16K$12K$1K$3K
Advertising and promotionLn 12$35K$25K$2K$7K
Office expensesLn 13$16K$16K$485
Information technologyLn 14$5K$4K$991
OccupancyLn 16$25K$23K$2K
Depreciation, depletion and amortizationLn 22$4K$4K
InsuranceLn 23$3K$3K$638
Other expenses (24a–d)Ln 24$438K$428K$11K
All other expensesLn 24e$25K$20K$4K$1K
Total functional expensesLn 25$800K$707K$38K$56K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Feb 6, 2026 $3K$14K−$11K−$26K 990 PDF
FY2024Filed with the IRS Jun 26, 2024 $293K$497K−$204K−$15K 990 PDF
FY2023Filed with the IRS Mar 9, 2024 $584K$826K−$242K$188K 990 PDF
FY2022 ViewingFiled with the IRS Oct 24, 2023 $882K$800K$82K$430K 990 PDF
FY2021Filed with the IRS Jan 7, 2022 $589K$463K$126K$347K 990 PDF
FY2020Filed with the IRS Feb 9, 2021 $773K$774K−$766$222K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $882,296 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $488,423$577,522
I-9 Program service revenuePrior year $81,575$301,229
I-10 Investment incomePrior year $1,920$2,107
I-11 Other revenuePrior year $16,802$1,438
I-12 Total revenuePrior year $588,720$882,296
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $253,168$249,388
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $209,853$550,750
I-18 Total expensesPrior year $463,021$800,138
I-19 Revenue less expensesPrior year $125,699$82,158
Part VI · Governance 8 of 8 board members independent, 2 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $882,296 across 8 lines filed
VIII-1e Government grants$90,602
VIII-1f All other contributions, gifts and grants$486,920
VIII-1g Noncash contributions (included above)$400
VIII-1h Total contributions, gifts and grants$577,522
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $301,229$301,229
VIII-3 Investment incomeRelated to mission $2,107$2,107
VIII-8 Net income from fundraising eventsExcluded from tax $1,438$1,438
VIII-12 Total revenueRelated to mission $303,336 · Unrelated business $0 · Excluded from tax $1,438$882,296
Part IX · Statement of functional expenses $800,138 across 11 lines filed
IX-7 Other salaries and wagesPrograms $161,356 · Management $15,472 · Fundraising $44,207$221,035
IX-9 Other employee benefitsPrograms $12,084$12,084
IX-10 Payroll taxesPrograms $11,876 · Management $1,139 · Fundraising $3,254$16,269
IX-12 Advertising and promotionPrograms $25,195 · Management $2,416 · Fundraising $6,903$34,514
IX-13 Office expensesPrograms $15,693 · Management $485$16,178
IX-14 Information technologyPrograms $3,966 · Management $991$4,957
IX-16 OccupancyPrograms $22,808 · Management $1,983$24,791
IX-22 Depreciation, depletion and amortizationPrograms $3,511$3,511
IX-23 InsurancePrograms $2,554 · Management $638$3,192
IX-24 Other expenses (24a–d)Programs $427,903 · Management $10,515$438,418
IX-24e All other expensesPrograms $19,963 · Management $3,940 · Fundraising $1,286$25,189
IX-25 Total functional expensesPrograms $706,909 · Management $37,579 · Fundraising $55,650$800,138
Part X · Balance sheet $435,851 assets, 12 lines filed
X-2 Savings and temporary cash investmentsStart of year $672,229$401,628
X-4 Accounts receivableStart of year $13,755$145
X-9 Prepaid expenses and deferred chargesStart of year $12,608$12,608
X-10c Land, buildings and equipment, netStart of year $11,196$9,800
X-15 Other assetsStart of year $12,641$11,670
X-16 Total assetsStart of year $722,633$435,851
X-17 Accounts payable and accrued expensesStart of year $6,990$6,208
X-26 Total liabilitiesStart of year $375,148$6,208
X-27 Net assets without donor restrictionsStart of year $345,310$427,468
X-28 Net assets with donor restrictionsStart of year $2,175$2,175
X-32 Total net assets or fund balancesStart of year $347,485$429,643
X-33 Total liabilities and net assetsStart of year $722,633$435,851
Part XI · Reconciliation of net assets $429,643 net assets at year end
XI-1 Total revenue$882,296
XI-2 Total expenses$800,138
XI-3 Revenue less expenses$82,158
XI-4 Net assets at start of year$347,485
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$429,643

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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