Civic Intelligence

Carroll Symphony Orchestra Foundation Inc.

990EZ • Fiscal year 2017 • EIN 20-1704788

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileN/A
PO Box 1756Carrollton, GA 30112

(404) 538-8487

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

97th percentile

2.20x

Higher debt load relative to assets than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.10x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

29th percentile

-5.9%

Higher net margin than 29% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

99th percentile

2706%

Faster asset growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$2,273

Up $2,192 (+2706%) from 2016

Net Assets

Down

-$2,727

Down $2,808 (-3467%) from 2016

Liabilities

$5,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin29th percentile

Revenue

Down

$47,970

Down $16,558 (-26%) from 2016

Expenses

Down

$50,778

Down $13,887 (-21%) from 2016

Net Income

Down

-$2,808

Down $2,671 (-1950%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$20K$0-$20KAssets 2010: $2,660Liabilities 2010: $0Net Assets 2010: $2,6602010Assets 2011: $8,621Liabilities 2011: $0Net Assets 2011: $8,6212011Assets 2012: $3,034Liabilities 2012: $0Net Assets 2012: $3,0342012Assets 2013: $3,586Liabilities 2013: $0Net Assets 2013: $3,5862013Assets 2014: $1,390Liabilities 2014: $0Net Assets 2014: $1,3902014Assets 2015: $218Net Assets 2015: $2182015Assets 2016: $81Net Assets 2016: $812016Assets 2017: $2,273Liabilities 2017: $5,000Net Assets 2017: -$2,7272017Assets 2018: $1,092Liabilities 2018: $1,138Net Assets 2018: -$462018Assets 2019: $3,166Liabilities 2019: $2,843Net Assets 2019: $3232019Assets 2020: $10,987Liabilities 2020: $02020Assets 2021: $2,247Net Assets 2021: $2,2472021Assets 2022: $7,508Liabilities 2022: $1,000Net Assets 2022: $6,5082022Assets 2023: $37,310Liabilities 2023: $0Net Assets 2023: $37,3102023Assets 2024: $1,416Liabilities 2024: $2,437Net Assets 2024: -$1,0212024

Highlighted filing

2017

Assets$2,273
Liabilities$5,000
Net Assets-$2,727
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $86,7682010Expenses 2011: $78,3862011Expenses 2012: $98,2312012Revenue 2013: $49,651Expenses 2013: $49,097Net Income 2013: $5542013Revenue 2014: $54,228Expenses 2014: $56,424Net Income 2014: -$2,1962014Revenue 2015: $62,194Expenses 2015: $63,366Net Income 2015: -$1,1722015Revenue 2016: $64,528Expenses 2016: $64,665Net Income 2016: -$1372016Revenue 2017: $47,970Expenses 2017: $50,778Net Income 2017: -$2,8082017Revenue 2018: $102,327Expenses 2018: $99,646Net Income 2018: $2,6812018Revenue 2019: $103,507Expenses 2019: $103,138Net Income 2019: $3692019Revenue 2020: $82,987Expenses 2020: $72,323Net Income 2020: $10,6642020Revenue 2021: $119,653Expenses 2021: $128,393Net Income 2021: -$8,7402021Revenue 2022: $172,843Expenses 2022: $168,582Net Income 2022: $4,2612022Revenue 2023: $192,272Expenses 2023: $161,100Net Income 2023: $31,1722023Revenue 2024: $212,865Expenses 2024: $251,196Net Income 2024: -$38,3312024

Highlighted filing

2017

Revenue$47,970
Expenses$50,778
Net Income-$2,808
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$47,970
Mission and Program Overview

Mission

To achieve artistic excellence while producing innovative & essential education and community outreach programs in funding the operations of the carroll symphony orchestra

Program Services

DescriptionGrantsExpenses
ENSEMBLE PERFORMANCES FOR COMMUNITY$49,173-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE GRADICKPresident-$0--
MICHAEL STONETreasurer-$0--
BETH SCHOLLVice President-$0--
Filing and Contact Details

Filer

Filer Name
Carroll Symphony Orchestra
EIN
20-1704788
Phone
4045388487
Address
PO BOX 1756, CARROLLTON, GA 30112

Signing Officer

Name
Steve Gradick
Title
President
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Garrett Thomas & Fazio Pc
Address
210 Corporate Dr, Carrollton, GA 30117
Preparer
Ann M Fazio
Phone
7708322439
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $112”

Other Expenses.1009

“Depreciation $156”

Other Expenses.1012

“Insurance $2615”

Other Expenses.1

“musicians/perfomers fees $32301”

Other Expenses.2

“Sheet Music $10450”

Other Expenses.3

“SUPPLIES $3457”

Other Expenses.5

“Concert electrical setup $350”

Other Expenses.6

“BOARD MEETINGS $339”

Other Expenses.7

“BANK CHARGES $40”

Other Assets.1003

“Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $1404”

Total Liabilities.1008

“Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $5000”

Raw XML Appendix151 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0STEVE GRADICK
IRS990EZ/BooksInCareOfDetail/PhoneNum07708364943
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARROLLTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030112
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt081
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0869
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt047970
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2808
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt081
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02273
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt047970
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-2727
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt081
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-2727
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE GRADICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL STONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BETH SCHOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01404
IRS990EZ/OtherExpensesTotalAmt049820
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ACHIEVE ARTISTIC EXCELLENCE WHILE PRODUCING INNOVATIVE & ESSENTIAL EDUCATION AND COMMUNITY OUTREACH PROGRAMS IN FUNDING THE OPERATIONS OF THE CARROLL SYMPHONY ORCHESTRA
IRS990EZ/PrintingPublicationsPostageAmt0408
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENSEMBLE PERFORMANCES FOR COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt049173
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050778
IRS990EZ/TotalProgramServiceExpensesAmt049173
IRS990EZ/TotalRevenueAmt047970
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt047970
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt064528
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt062194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt041130
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt039100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0254922
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0254922
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt047970
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt064528
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt062194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt041130
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt039100
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0254922
IRS990ScheduleA/TotalSupportAmt0254922
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3musicians/perfomers fees $32301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Sheet Music $10450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $3457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Concert electrical setup $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOARD MEETINGS $339
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES $40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $1404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $5000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1008
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE GRADICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARROLL SYMPHONY ORCHESTRA
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0201704788
ReturnHeader/Filer/PhoneNum04045388487
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1756
ReturnHeader/Filer/USAddress/CityNm0CARROLLTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030112
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581202556
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARRETT THOMAS & FAZIO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 Corporate Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carrollton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030117
ReturnHeader/PreparerPersonGrp/PhoneNum07708322439
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN M FAZIO
ReturnHeader/ReturnTs02018-11-15T10:52:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,273
Liabilities
$5,000
Net assets
-$2,727
Revenue
$47,970
Expenses
$50,778
Net income
-$2,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.02$0.01$2.13$2.51$0.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$1.92$1.61$0.31
2022Detailed filing. Detailed filing data is available for this year.$0.08$0.01$0.07$1.73$1.69$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.02$1.20$1.28$0.09
2020Summary only. Only limited summary data is available for this year.$0.11$0.00$0.83$0.72$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.03$0.00$1.04$1.03$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.01$0.00$1.02$1.00$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.05$0.03$0.48$0.51$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.65$0.65$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.62$0.63$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.54$0.56$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.50$0.49$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.98
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.87