THE FLORIDA ORCHESTRA

EIN: 591223691 501(c)(3) Arts, Culture & Humanities

ST PETERSBURG, FL

Total Revenue
$13,111,432
Total Expenses
$13,865,426
Total Assets
$13,662,829
Net Assets
$10,166,867
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Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
FL
Principal Officer
LINDA CASSALY
Phone
7273623331
Tax Period
2023-07-01 to 2024-06-30

THE FLORIDA ORCHESTRA, founded in 1967, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $13.1M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum.

Mission

TO ENRICH THE LIFE OF THE TAMPA BAY AREA AS IT INSPIRES, EDUCATES AND BRINGS TOGETHER A WIDE AND DIVERSE AUDIENCE WITH LIVE SYMPHONIC MUSIC, ENSURING THAT FUTURE GENERATIONS WILL CONTINUE TO ENJOY THIS LIVING ART FORM THAT MAGNIFICENTLY CELEBRATES THE HUMAN SPIRIT.

Program Service Accomplishments

Program 1
Expenses: $10,272,817 Revenue: $3,915,804

CONCERT PERFORMANCES:FOR MORE THAN 56 YEARS, THE FLORIDA ORCHESTRA (TFO) HAS SERVED THE TAMPA BAY AREA AND BEYOND. TFO IS FLORIDA'S LARGEST PROFESSIONAL ORCHESTRA AND THE LARGEST PERFORMING ARTS...

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CONCERT PERFORMANCES:FOR MORE THAN 56 YEARS, THE FLORIDA ORCHESTRA (TFO) HAS SERVED THE TAMPA BAY AREA AND BEYOND. TFO IS FLORIDA'S LARGEST PROFESSIONAL ORCHESTRA AND THE LARGEST PERFORMING ARTS ORGANIZATION THAT BRIDGES THE BAY. A TYPICAL TFO CONCERT SEASON ENCOMPASSES THE FULL BREADTH OF SYMPHONIC REPERTOIRE WITH MORE THAN 100 CONCERTS, IN ADDITION TO EDUCATION AND COMMUNITY PROGRAMS, THAT REACH A TOTAL OF 155,000 PEOPLE, UNDER THE LEADERSHIP OF MUSIC DIRECTOR MICHAEL FRANCIS. IN ADDITION TO STANDARD ORCHESTRAL WORKS, TFO PLAYS MUSIC FROM ROCK, POP, AND BROADWAY, AND COLLABORATES IN PRODUCTIONS WITH LOCAL THEATER, CHORAL AND OPERA COMPANIES. (CONTINUED ON SCHEDULE O)SERIES INCLUDE: -HOUGH FAMILY FOUNDATION MASTERWORKS: CORE CONCERT SERIES OF SYMPHONIC STANDARDS FROM BEETHOVEN TO STRAVINSKY, INCLUDING A WIDE RANGE OF DIVERSE COMPOSERS THAT REFLECT THE TAMPA BAY COMMUNITY AND BEYOND. THE PREMIER SERIES BRINGS RENOWNED GUEST ARTISTS FROM AROUND THE WORLD TO TAMPA BAY STAGES. CONCERTS INCLUDE PRE-CONCERT CONVERSATIONS TO DIVE DEEPER INTO THE MUSIC AND WEEKEND MATINEES FOR SELECT CONCERTS TO INCREASE ACCESSIBILITY.-MORNING MATINEES: MORNING MATINEE SERIES OF LIGHT SYMPHONIC FAVORITES IN RELAXED SETTING. INCLUDES PRE-CONCERT CONVERSATIONS. -RAYMOND JAMES POPS: SERIES OF POPULAR STANDARDS FROM BROADWAY TO FILM TO JAZZ INCLUDING WEEKEND MATINEES FOR SELECT CONCERTS.-SPECIAL CONCERTS: INCLUDING ROCK, FILM AND TFO'S ANNUAL FUNDRAISING GALA CONCERT WITH GUEST ARTISTS SUCH AS YO-YO MA, STING, ITZHAK PERLMAN, AND SEAL.

Program 2
Expenses: $1,400,839 Revenue: $533,973

EDUCATION AND COMMUNITY:TFO'S EXTENSIVE EDUCATION AND COMMUNITY ENGAGEMENT ACTIVITIES AND ACCESSIBILITY INITIATIVES MAKE IT POSSIBLE FOR A LARGE PORTION OF THE ORCHESTRA'S ANNUAL TOTAL AUDIENCE TO...

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EDUCATION AND COMMUNITY:TFO'S EXTENSIVE EDUCATION AND COMMUNITY ENGAGEMENT ACTIVITIES AND ACCESSIBILITY INITIATIVES MAKE IT POSSIBLE FOR A LARGE PORTION OF THE ORCHESTRA'S ANNUAL TOTAL AUDIENCE TO PARTICIPATE IN ITS SERVICES FREE OF CHARGE OR FOR LOW COST. THESE ACTIVITIES FOLLOW OUR COMMITMENT TO EDUCATE AND IMPACT A WIDE RANGE OF COMMUNITY MEMBERS OF ALL AGES, BACKGROUNDS, AND SOCIOECONOMIC MEANS, INCLUDING BUT NOT LIMITED TO: (CONTINUED ON SCHEDULE O)-MASTERWORKS CLASSICAL KIDS & TEENS TICKETS: OFFERS FREE MASTERWORKS TICKETS TO PATRONS AGES 5-18. -POPS KIDS & TEENS TICKETS: OFFERS REDUCED-PRICED TICKETS TO PATRONS AGES 5-18. -LIBRARY VOUCHER PROGRAM: OFFERS FREE TICKETS THROUGHOUT THE HILLSBOROUGH AND PINELLAS COUNTY PUBLIC LIBRARY SYSTEM TO LIBRARY PATRONS AND THEIR FAMILIES. FOR THE FIRST TIME, VOUCHERS WERE IMPLEMENTED IN THE TALKING BOOK LIBRARY FOR THE BLIND.-YOUTH CONCERTS: SERVES TWO OF THE LARGEST SCHOOL DISTRICTS IN THE AREA, HILLSBOROUGH AND PINELLAS, BY CURATING IMMERSIVE, ENGAGING YOUTH-CENTERED PROGRAMMING. TFO YOUTH CONCERTS ARE PROVIDED TO SCHOOLS AT NO COST, SERVING THOUSANDS OF STUDENTS IN GRADES 3, 4 AND 5. -FAMILY CONCERTS: COMMUNITY-BASED FAMILY CONCERTS OFFER A THEMED FULL-ORCHESTRA PERFORMANCE FOR FAMILIES OF ALL AGES, GEARED FOR PRE-K-12. THE CONCERTS CENTER AROUND AUDIENCE ENGAGEMENT, SHARED MUSIC ENRICHMENT AND EDUCATIONAL OPPORTUNITIES FOR FAMILIES. - POPS IN THE PARK CONCERTS: OUR BIGGEST CONCERTS OF THE YEAR SERVE A TOTAL OF ABOUT 30,000 RESIDENTS THROUGHOUT TAMPA BAY. THESE THREE, FULL-ORCHESTRA CONCERTS ARE FREE AND ACCESSIBLE TO ALL, ESPECIALLY FAMILIES, IN PUBLIC PARKS IN HILLSBOROUGH AND PINELLAS COUNTIES. PRE-CONCERT SHOWS PROVIDE A PLATFORM FOR COMMUNITY MUSICAL ORGANIZATIONS TO PERFORM FOR LARGE AUDIENCES.-INSTRUMENT PETTING ZOO: OFFERS OPPORTUNITY FOR COMMUNITY MEMBERS OF ALL AGES AND EXPERIENCE LEVELS TO TRY OUT AND PLAY INSTRUMENTS. INSTRUMENT PETTING ZOOS ARE FREE AND MOBILE, BROUGHT DIRECTLY TO PILLARS IN OUR COMMUNITIES: SCHOOLS, LIBRARIES, COMMUNITY/RECREATION CENTERS, 55+ COMMUNITIES, AND MORE.-SIDE BY SIDE OUTREACH: THESE FULL-ORCHESTRA SERVICES ARE FREE TO THE LOCAL YOUTH ORCHESTRA ORGANIZATIONS. STUDENT MUSICIANS, AGES 11-18, SIT SIDE-BY-SIDE WITH TFO MUSICIANS, CONDUCTED BY TFO'S RESIDENT CONDUCTOR. TFO MUSICIANS MENTOR AND PROVIDE LIVE FEEDBACK TO STUDENT MUSICIANS. INCLUDES Q/A SESSION AS WELL AS A FULL PERFORMANCE OPEN TO THE PUBLIC.-STRINGS PROJECT FOR KIDS: A FREE AFTER-SCHOOL MUSIC ENRICHMENT AND LIFE SKILLS STRINGS CLASS. CLASSES RUN THROUGHOUT THE ENTIRE SCHOOL YEAR. TWO BRANCHES EXIST, STRINGS FOR KIDS (ELEMENTARY STUDENTS AND COMMUNITY STRINGS PROJECT (MIDDLE AND HIGH SCHOOL SUMMER). STRINGS PROJECTS FOR KIDS STUDENTS PARTICIPATE IN TWO PERFORMANCES AS WELL AS SUPPLEMENTAL MUSIC ENRICHMENT ACTIVITIES. THE PROGRAM RESIDES IN TITLE 1 TRAUMA RESPONSE ELEMENTARY SCHOOLS AND UNDERSERVED COMMUNITIES AND SERVES STUDENTS GRADES 2-5.-LOBBY PERFORMANCE PROGRAM: ELEMENTARY, MIDDLE, HIGH SCHOOL, AND LOCAL COMMUNITY ENSEMBLES PERFORM FOR PATRONS IN THE CONCERT HALL LOBBY PRIOR TO TFO CONCERTS. SCHOOLS COME FROM THREE MAJOR COUNTIES: PASCO, HILLSBOROUGH, AND PINELLAS. TFO PROVIDE FREE TICKETS FOR STUDENT MUSICIANS TO ATTEND THE TFO CONCERT AFTER THE LOBBY PERFORMANCE.-TEACHING ARTIST PROGRAM: THIS PROGRAM SERVES MIDDLE SCHOOL AND HIGH SCHOOL ORCHESTRA PROGRAMS IN THE PINELLAS PUBLIC SCHOOL SYSTEM. TEACHING ARTISTS ARE HIGHLY TRAINED PROFESSIONAL MUSICIANS AND EDUCATORS. TEACHING ARTIST PROGRAM PRIORITIZES SUPPORTING NEW TEACHERS AND NON-STRING TEACHERS. A SUBSIDIARY PROGRAM, THE PARTNER SCHOOL PROGRAM, PRIORITIZES 3-4 TWO HIGH-NEED ORCHESTRA PROGRAMS. THE TEACHING ARTIST PROGRAM PROVIDES CONSISTENT WEEKLY SITE VISITS, MPA CLINICS, DIRECT IN-CLASSROOM AND CURRICULA SUPPORT, AND ANY ADDITIONAL NEEDS REQUESTED BY INDIVIDUAL SCHOOL OR THE SCHOOL DISTRICT. SERVES HUNDREDS OF STUDENTS EACH WEEK.-SING OUT TAMPA BAY: A COMMUNITY CHORUS OPEN TO ALL COMMUNITY MEMBERS OF ALL AGES. COMMUNITY CHORUS MEMBERS PARTICIPATE IN A PUBLIC CONCERT IN THE CONCERT HALL WITH TFO FULL ORCHESTRA AND THE MUSIC DIRECTOR.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,981,677
Program Service Revenue $4,449,777
Investment Income $1,048,070
Other Revenue $631,908
TOTAL REVENUE $13,111,432

Expense Breakdown

Grants Paid $0
Salaries & Benefits $8,595,049
Fundraising Expenses $399,724
Program Expenses $11,673,656
Other Expenses $5,270,377
TOTAL EXPENSES $13,865,426

Year-over-Year Comparison

2023 2022 Change
Revenue $13,111,432 $10,177,429 +0.3%
Expenses $13,865,426 $12,492,191 +0.1%
Net Income $-753,994 $-2,314,762 -0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
36
Independent Members
36
Employees
305
Volunteers
696

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$187,867
Total Directors
39
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GREGORY C YADLEY CHAIR OF THE BOARD 1.00
Officer Director
$0 $0 $0
LINDA CASSALY VICE-CHAIR 1.00
Officer Director
$0 $0 $0
GREG RUST TREASURER 1.00
Officer Director
$0 $0 $0
CAROL BALKCOM SECRETARY 1.00
Officer Director
$0 $0 $0
BARRY ALPERT BOARD MEMBER 1.00
Director
$0 $0 $0
GAYLE BERTELSTEIN BOARD MEMBER 1.00
Director
$0 $0 $0
SUSAN BETZER BOARD MEMBER 1.00
Director
$0 $0 $0
MONTSERRAT CERF BOARD MEMBER 1.00
Director
$0 $0 $0
JEANNE COLEMAN BOARD MEMBER 1.00
Director
$0 $0 $0
JOYCE COTTON BOARD MEMBER 1.00
Director
$0 $0 $0
ELIZABETH J DANIELS ESQ BOARD MEMBER 1.00
Director
$0 $0 $0
SARA DODDS BOARD MEMBER 1.00
Director
$0 $0 $0
GINA DRISCOLL DIRECTOR - EX-OFFICIO 1.00
Director
$0 $0 $0
BELINDA DUMONT BOARD MEMBER 1.00
Director
$0 $0 $0
JUDITH EICHENBAUM BOARD MEMBER 1.00
Director
$0 $0 $0
JANE FANNING BOARD MEMBER 1.00
Director
$0 $0 $0
GORDON GILBERT BOARD MEMBER 1.00
Director
$0 $0 $0
AMERICO GONZALVO BOARD MEMBER 1.00
Director
$0 $0 $0
HARRY GREENE BOARD MEMBER 1.00
Director
$0 $0 $0
TRICIA HANCOCK BOARD MEMBER 1.00
Director
$0 $0 $0
SUSAN HANEY BOARD MEMBER 1.00
Director
$0 $0 $0
WILLIAM D HAUEISEN BOARD MEMBER 1.00
Director
$0 $0 $0
JOAN KLINE BOARD MEMBER 1.00
Director
$0 $0 $0
JANE B PEPPARD BOARD MEMBER 1.00
Director
$0 $0 $0
GARY SATTERFIELD BOARD MEMBER 1.00
Director
$0 $0 $0
MICHEL SAUERS BOARD MEMBER 1.00
Director
$0 $0 $0
ROBERT SCHMIDT BOARD MEMBER 1.00
Director
$0 $0 $0
MARCY SHUCK BOARD MEMBER 1.00
Director
$0 $0 $0
ROBERT F SHUCK BOARD MEMBER 1.00
Director
$0 $0 $0
J HARRISON SMITH BOARD MEMBER 1.00
Director
$0 $0 $0
RICHARD STEIN BOARD MEMBER 1.00
Director
$0 $0 $0
JANE STROM BOARD MEMBER 1.00
Director
$0 $0 $0
SUE ULREY BOARD MEMBER 1.00
Director
$0 $0 $0
HERBERT WALTER BOARD MEMBER 1.00
Director
$0 $0 $0
IAN J WHITNEY DIRECTOR - EX-OFFICIO 1.00
Director
$0 $0 $0
PETER ZINOBER BOARD MEMBER 1.00
Director
$0 $0 $0
KARL NURSE BOARD MEMBER (TERM END 12/31/23) 1.00
Director
$0 $0 $0
ANGELA PHIRI BOARD MEMBER (TERM END 12/31/23) 1.00
Director
$0 $0 $0
ISAAC RUIZ-CARUS BOARD MEMBER (TERM END 12/31/23) 1.00
Director
$0 $0 $0
DEBORAH BUDAJ CFO CONSULTANT (THRU 11/30/23) 40.00
Officer
$79,875 $0 $79,875
ANITA SAMAROO DIRECTOR OF FINANCE (AS OF 11/13/23) 40.00
Officer
$11,446 $787 $12,233
IGNACIO BERRON VIELA PRESIDENT & CEO (AS OF 8/7/23) 40.00
Officer
$89,077 $6,682 $95,759
JEFFREY MULTER CONCERTMASTER 40.00
Highest
$140,373 $40,793 $181,166
SUSANA WEYMOUTH CHIEF DEVELOPMENT OFFICER 40.00
Highest
$115,570 $13,745 $129,315
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $13,111,432 $13,865,426 $13,662,829 $-753,994
2023 $10,177,429 $12,492,191 $15,039,564 $-2,314,762
2022 $10,472,393 $11,360,424 $14,411,796 $-888,031
2021 $8,292,788 $7,826,283 $17,821,899 $466,505
2020 $10,417,898 $10,538,520 $13,840,648 $-120,622
2019 $10,078,423 $11,229,576 $15,443,078 $-1,151,153
2018 $12,956,285 $11,478,204 $17,198,760 $1,478,081
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