Civic Intelligence

Carroll Symphony Orchestra Foundation Inc.

990EZ • Fiscal year 2021 • EIN 20-1704788

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

27th percentile

-7.3%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

4th percentile

-80%

Faster asset growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

44%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$2,247

Down $8,740 (-80%) from 2020

Net Assets

$2,247

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Up

$119,653

Up $36,666 (+44%) from 2020

Expenses

Up

$128,393

Up $56,070 (+78%) from 2020

Net Income

Down

-$8,740

Down $19,404 (-182%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2021

Assets$2,247
Liabilities-
Net Assets$2,247
Open 2021 Filing

Operations Trend

Revenue Growth73rd 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

2021

Revenue$119,653
Expenses$128,393
Net Income-$8,740
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.0
Gross Receipts
$119,653
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-$128,393
Compensation and Service Providers
Top Officer Pay77th 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
2022-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Garrett Thomas & Fazio Pc
Address
210 Corporate Dr, Carrollton, GA 30117
Preparer
Shari L Reid
Phone
7708322439
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $138”

Other Expenses.1009

“Depreciation $312”

Other Expenses.1

“musicians/perfomers fees $88372”

Other Expenses.2

“Sheet Music $17908”

Other Expenses.3

“music education platform $10000”

Other Expenses.4

“JAZZ ORCHESTRA $4488”

Other Expenses.5

“BANK CHARGES $2575”

Other Expenses.6

“property taxes $1759”

Other Expenses.9

“Misc Operating $30”

Other Assets.1003

“Machinery and Equipment - Beginning $468 Machinery and Equipment - Ending $156”

Raw XML Appendix157 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEVE GRADICK
IRS990EZ/BooksInCareOfDetail/PhoneNum07708364943
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1756
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARROLLTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030112
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010519
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02091
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt092353
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8740
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02530
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010987
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02247
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0119653
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010987
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02247
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010987
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02247
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/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0468
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0156
IRS990EZ/OtherExpensesTotalAmt0125582
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/PrintingPublicationsPostageAmt0281
IRS990EZ/ProgramServiceRevenueAmt027300
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENSEMBLE PERFORMANCES FOR COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0128393
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0128393
IRS990EZ/TotalProgramServiceExpensesAmt0128393
IRS990EZ/TotalRevenueAmt0119653
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0119653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt082986
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0103507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0102327
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt047970
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0456443
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0456443
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0119653
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt082986
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0103507
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0102327
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt047970
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0456443
IRS990ScheduleA/TotalSupportAmt0456443
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2musicians/perfomers fees $88372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Sheet Music $17908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4music education platform $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5JAZZ ORCHESTRA $4488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $2575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7property taxes $1759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Misc Operating $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Machinery and Equipment - Beginning $468 Machinery and Equipment - Ending $156
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1003
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE GRADICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-04
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/PreparerPersonNm0SHARI L REID
ReturnHeader/ReturnTs02022-11-04T12:06:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRADICK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,247
Liabilities
-
Net assets
$2,247
Revenue
$119,653
Expenses
$128,393
Net income
-$8,740
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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