Civic Intelligence

West Virginia Symphony Orchestra Foundation Inc.

990 • Fiscal year 2021 • EIN 20-5635406

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 12, 2022

Organization ProfileWVSYMPHONY.ORG
4700 Maccorkle Avenue No 101Charleston, WV 25304

(304) 957-9876

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

91st percentile

63%

Higher net margin than 91% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

83rd percentile

31%

Faster asset growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

121%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$11,308,730

Up $2,692,836 (+31%) from 2020

Net Assets

Up

$11,308,730

Up $2,692,836 (+31%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin91st percentile

Revenue

Up

$348,450

Up $190,666 (+121%) from 2020

Expenses

Down

$129,476

Down $231,132 (-64%) from 2020

Net Income

Up

$218,974

Up $421,798 (+208%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$15M$10M$5.0M$0Assets 2010: $6,961,971Liabilities 2010: $851,126Net Assets 2010: $6,110,8452010Assets 2011: $6,864,057Liabilities 2011: $577,239Net Assets 2011: $6,286,8182011Assets 2012: $6,522,745Liabilities 2012: $478,502Net Assets 2012: $6,044,2432012Assets 2013: $6,572,691Liabilities 2013: $420,406Net Assets 2013: $6,152,2852013Assets 2014: $6,874,696Liabilities 2014: $0Net Assets 2014: $6,874,6962014Assets 2015: $6,209,987Liabilities 2015: $0Net Assets 2015: $6,209,9872015Assets 2016: $5,804,837Liabilities 2016: $0Net Assets 2016: $5,804,8372016Assets 2017: $6,770,478Liabilities 2017: $0Net Assets 2017: $6,770,4782017Assets 2018: $8,806,812Liabilities 2018: $0Net Assets 2018: $8,806,8122018Assets 2019: $9,314,671Liabilities 2019: $0Net Assets 2019: $9,314,6712019Assets 2020: $8,615,894Liabilities 2020: $0Net Assets 2020: $8,615,8942020Assets 2021: $11,308,730Liabilities 2021: $0Net Assets 2021: $11,308,7302021Assets 2022: $10,452,993Liabilities 2022: $175,000Net Assets 2022: $10,277,9932022Assets 2023: $11,326,629Liabilities 2023: $65,000Net Assets 2023: $11,261,6292023Assets 2024: $12,554,860Liabilities 2024: $135,000Net Assets 2024: $12,419,8602024Assets 2025: $13,960,017Liabilities 2025: $260,000Net Assets 2025: $13,700,0172025

Highlighted filing

2021

Assets$11,308,730
Liabilities$0
Net Assets$11,308,730
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $398,0312010Expenses 2011: $388,9132011Expenses 2012: $273,7732012Expenses 2013: $635,6812013Revenue 2014: $569,010Expenses 2014: $514,378Net Income 2014: $54,6322014Revenue 2015: $421,321Expenses 2015: $824,575Net Income 2015: -$403,2542015Revenue 2016: $345,660Expenses 2016: $470,134Net Income 2016: -$124,4742016Revenue 2017: $759,218Expenses 2017: $308,995Net Income 2017: $450,2232017Revenue 2018: $2,184,061Expenses 2018: $348,959Net Income 2018: $1,835,1022018Revenue 2019: $1,063,109Expenses 2019: $332,191Net Income 2019: $730,9182019Revenue 2020: $157,784Expenses 2020: $360,608Net Income 2020: -$202,8242020Revenue 2021: $348,450Expenses 2021: $129,476Net Income 2021: $218,9742021Revenue 2022: $330,016Expenses 2022: $223,358Net Income 2022: $106,6582022Revenue 2023: $320,503Expenses 2023: $112,526Net Income 2023: $207,9772023Revenue 2024: $383,606Expenses 2024: $296,197Net Income 2024: $87,4092024Revenue 2025: $438,305Expenses 2025: $316,657Net Income 2025: $121,6482025

Highlighted filing

2021

Revenue$348,450
Expenses$129,476
Net Income$218,974
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 12, 2022
Return Version
2020v4.1
Gross Receipts
$348,450
Mission and Program Overview

Mission

The west virginia symphony orchestra foundation, inc (the foundation) is a supporting organization, incorporated solely to provide financial support to the west virginia symphony orchestra, inc. The foundation was established to manage permanently restricted endowment contributions (i.e., contributions intended by their donors to benefit the west virginia symphony orchestra, inc. In perpetuity) thereby providing financial assistance to the west virginia symphony orchestra, inc. Through annual distribution based on a percentage of the net fair market value of the foundations total endowment.

The west virginia symphony orchestra foundation, inc. (the foundation) is a supporting organization, incorporated soley to provide financial support to the west virginia symphony orchestra, inc. The foundation was established to manage permanently restricted endowment contributions (i.e., contributions intended by their donors to benefit the west virginia symphony orchestra, inc. In perpetuity) thereby providing financial assistance to the west virginia symphony orchestra, inc. Through annual distributions based on a percentage of the net fair market value of the foundation's total endowment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,250,238$10,273,454▲ $3,023,216
Pledges and Grants Receivable$1,362,260$1,031,953▼ $330,307
Savings and Temporary Cash Investments$3,395$3,323▼ $72
Cash and Non-Interest-Bearing Accounts$1--
Total Assets$8,615,894$11,308,730▲ $2,692,836
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,792,154$8,027,749▼ $764,405
Net Assets Without Donor Restrictions$-176,260$3,280,981▲ $3,457,241
Total Net Assets Fund Balance$8,615,894$11,308,730▲ $2,692,836
Total Liabilities and Net Assets / Fund Balance$8,615,894$11,308,730▲ $2,692,836

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$8,105,746$175,218▲ $2,604,226$199,648$10,685,482
2019$8,804,498$6,345▼ $382,738$322,358$8,105,746
2018$8,299,224$829,333▼ $29,620$294,399$8,804,498
2017$6,284,417$1,953,850▲ $397,525$313,588$8,299,224
2016$5,755,610$94,717▲ $736,478$270,860$6,284,417
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Dan FosterChairman
Cindy McgheeBoard Member
David SayreBoard Member
John ElliotBoard Member
Patrick a BondBoard Member
Skip HageboeckBoard Member
Stephen DexterBoard Member
Tim QuinlanBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$175,218
Program Service Revenue
$0
Investment Income
$173,232
Other Revenue
$0
All Other Contributions
$175,218
Change in Net Assets
$218,974

Audited Revenue Reconciliation

Revenue per Audited Statements
$305,581
Revenue Not Reported on Financial Statements
$42,869
Revenue Not Reported on Form 990
$2,473,862
Total Revenue per Audited Statements
$2,779,443
Total Revenue per Form 990
$348,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$86,547
Other Expenses$42,929
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$86,547--$86,547
Fees for Service Investment Mgmnt Fees-$42,869-$42,869
Office Expenses-$60-$60
Total Functional Expenses$86,547$42,929$0$129,476

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$129,476
Expenses per Audited Statements$86,607
Total Expenses per Audited Statements$86,607
Expenses Not Reported on Financial Statements$42,869
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
West Virginia Symphony Orchestra IncCharleston, WV501(c)(3)TO PROVIDE SUPPORT TO THE WEST VIRGINIA SYMPHONY ORCHESTRA, INC. IN ACCORDANCE WITH THE FOUNDATION'S STATEMENT OF PRIMARY EXEMPT PURPOSE.$86,547
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The foundation board members were e-mailed the form 990 and were given a period of time to review the document & make comments to management. All comments & questions were addressed before submitting the return to the irs. However, the board members were not provided a complete copy of the form 990, as the schedule b was omitted. Board members make donations and wish that to be confidential from other board members.”

Form 990, Part VI, Section B, Line 12C

“There is an informal process of reviewing board members relationships with other organizations in the community.”

Form 990, Part VI, Section C, Line 19

“All documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
West Virginia Symphony Orchestra
EIN
20-5635406
Phone
3049579876
Address
4700 MACCORKLE AVENUE NO 101, CHARLESTON, WV 25304

Signing Officer

Name
Joe Tackett
Title
President & CEO
Phone
3049579876
Signed
2022-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Tackett
Formed
2006
Legal Domicile
Wv
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Gray Griffith & Mays Ac
Address
707 VIRGINIA STREETEASTSUITE 400, CHARLESTON, WV 25301-2711
Preparer
C Kevin Mann
Phone
3043459400
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process remains unchanged from prior years. The board of directors has delegated the responsibility for oversight of the audit to the finance committee.”

Raw XML AppendixShowing 400 of 430 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.

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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01960152
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0494718
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03468392
IRS990ScheduleA/TotalSupportAmt04418038
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt026
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08105746
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt022980
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01953850
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08299224
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt031528
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt094717
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06284417
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0736478
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0270860
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt042869
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IRS990ScheduleD/InvestmentExpensesNotIncld2Amt042869
IRS990ScheduleD/InvestmentExpensesNotIncldAmt042869
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IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.89000
IRS990ScheduleD/RevenueNotReportedAmt02473862
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IRS990ScheduleD/RevenueSubtotalAmt0305581
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.11000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0129476
IRS990ScheduleD/TotalRevenuePerForm990Amt0348450
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02779443
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt086607
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt086547
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SUPPORT TO THE WEST VIRGINIA SYMPHONY ORCHESTRA, INC. IN ACCORDANCE WITH THE FOUNDATION'S STATEMENT OF PRIMARY EXEMPT PURPOSE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WEST VIRGINIA SYMPHONY ORCHESTRA INC
IRS990ScheduleI/RecipientTable/RecipientEIN0550339426
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 2292
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHARLESTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WV
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd025328
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PROVIDE SUPPORT TO THE WEST VIRGINIA SYMPHONY ORCHESTRA, INC. IN ACCORDANCE WITH THE FOUNDATION'S STATEMENT OF PRIMARY EXEMPT PURPOSE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION BOARD MEMBERS WERE E-MAILED THE FORM 990 AND WERE GIVEN A PERIOD OF TIME TO REVIEW THE DOCUMENT & MAKE COMMENTS TO MANAGEMENT. ALL COMMENTS & QUESTIONS WERE ADDRESSED BEFORE SUBMITTING THE RETURN TO THE IRS. HOWEVER, THE BOARD MEMBERS WERE NOT PROVIDED A COMPLETE COPY OF THE FORM 990, AS THE SCHEDULE B WAS OMITTED. BOARD MEMBERS MAKE DONATIONS AND WISH THAT TO BE CONFIDENTIAL FROM OTHER BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS AN INFORMAL PROCESS OF REVIEWING BOARD MEMBERS RELATIONSHIPS WITH OTHER ORGANIZATIONS IN THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS REMAINS UNCHANGED FROM PRIOR YEARS. THE BOARD OF DIRECTORS HAS DELEGATED THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT TO THE FINANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WEST VIRGINIA SYMPHONY ORCHESTRA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0550339426
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE SYMPHONIC CONCERTS THROUGHOUT WEST VIRGINIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0SCH A, PART 1, LINE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04700 MACCORKLE AVE SE SUITE 101
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHARLESTON
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt05% OF A TRAILING QUARTERLY AVG
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IRS990/SignificantChangeInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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IRS990/WebsiteAddressTxt0WVSYMPHONY.ORG
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03

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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$11,308,730
Liabilities
$0
Net assets
$11,308,730
Revenue
$348,450
Expenses
$129,476
Net income
$218,974
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.0$0.26$13.7$0.44$0.32$0.12
2024Detailed filing. Detailed filing data is available for this year.$12.6$0.14$12.4$0.38$0.30$0.09
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.07$11.3$0.32$0.11$0.21
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.18$10.3$0.33$0.22$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.00$11.3$0.35$0.13$0.22
2020Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.16$0.36$0.20
2019Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$1.06$0.33$0.73
2018Summary only. Only limited summary data is available for this year.$8.81$0.00$8.81$2.18$0.35$1.84
2017Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.76$0.31$0.45
2016Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.35$0.47$0.12
2015Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.42$0.82$0.40
2014Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.57$0.51$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.57$0.42$6.15$0.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.52$0.48$6.04$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.86$0.58$6.29$0.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.96$0.85$6.11$0.40