Civic Intelligence

Florence Symphony Guild

990EZ • Fiscal year 2024 • EIN 20-5877402

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 04, 2024

1015 Cedarwood CircleFlorence, SC 29501

(843) 229-0241

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

-0.3%

Faster revenue growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$173,799

Up $44,785 (+35%) from 2023

Net Assets

Up

$173,799

Up $44,785 (+35%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$49,333

Down $144 (-0.3%) from 2023

Expenses

Down

$10,577

Down $33,722 (-76%) from 2023

Net Income

Up

$38,756

Up $33,578 (+648%) from 2023

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $71,757Liabilities 2011: $0Net Assets 2011: $71,7572011Assets 2012: $88,088Liabilities 2012: $0Net Assets 2012: $88,0882012Assets 2013: $99,480Liabilities 2013: $0Net Assets 2013: $99,4802013Assets 2014: $111,746Liabilities 2014: $0Net Assets 2014: $111,7462014Assets 2015: $114,974Liabilities 2015: $0Net Assets 2015: $114,9742015Assets 2016: $120,250Liabilities 2016: $0Net Assets 2016: $120,2502016Assets 2017: $119,721Liabilities 2017: $0Net Assets 2017: $119,7212017Assets 2018: $125,324Liabilities 2018: $0Net Assets 2018: $125,3242018Assets 2019: $140,599Liabilities 2019: $0Net Assets 2019: $140,5992019Assets 2020: $133,359Liabilities 2020: $0Net Assets 2020: $133,3592020Assets 2021: $117,623Liabilities 2021: $0Net Assets 2021: $117,6232021Assets 2022: $119,081Liabilities 2022: $0Net Assets 2022: $119,0812022Assets 2023: $129,014Liabilities 2023: $0Net Assets 2023: $129,0142023Assets 2024: $173,799Liabilities 2024: $0Net Assets 2024: $173,7992024Assets 2025: $185,802Liabilities 2025: $0Net Assets 2025: $185,8022025

Highlighted filing

2024

Assets$173,799
Liabilities$0
Net Assets$173,799

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $33,159Expenses 2011: $43,723Net Income 2011: -$10,5642011Revenue 2012: $53,902Expenses 2012: $37,571Net Income 2012: $16,3312012Revenue 2013: $49,317Expenses 2013: $37,925Net Income 2013: $11,3922013Revenue 2014: $53,415Expenses 2014: $41,149Net Income 2014: $12,2662014Revenue 2015: $46,289Expenses 2015: $43,061Net Income 2015: $3,2282015Revenue 2016: $45,883Expenses 2016: $40,607Net Income 2016: $5,2762016Revenue 2017: $46,012Expenses 2017: $46,541Net Income 2017: -$5292017Revenue 2018: $47,345Expenses 2018: $41,742Net Income 2018: $5,6032018Revenue 2019: $55,267Expenses 2019: $39,992Net Income 2019: $15,2752019Revenue 2020: $35,013Expenses 2020: $42,253Net Income 2020: -$7,2402020Revenue 2021: $18,936Expenses 2021: $34,672Net Income 2021: -$15,7362021Revenue 2022: $39,472Expenses 2022: $28,705Net Income 2022: $10,7672022Revenue 2023: $49,477Expenses 2023: $44,299Net Income 2023: $5,1782023Revenue 2024: $49,333Expenses 2024: $10,577Net Income 2024: $38,7562024Revenue 2025: $54,623Expenses 2025: $55,385Net Income 2025: -$7622025

Highlighted filing

2024

Revenue$49,333
Expenses$10,577
Net Income$38,756
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 4, 2024
Return Version
2023v5.1
Gross Receipts
$74,134
Mission and Program Overview

Mission

The objectives of the florence symphony guild are to support local music-based organizations and promote music appreciation in the florence area.

Program Services

DescriptionGrantsExpenses
TO PROVIDE MONETARY SUPPORT TO MUSIC-BASED ORGANIZATIONS IN THE LOCAL AREA INCLUDING THE FLORENCE SYMPHONY ORCHESTRA$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
OLENKA MORELLITreasurer-$0--
NANCY MATTHEWSPresident-$0--
TERESA BRUNSONFirst Vice-President-$0--
TOMMIE EVERETTSecond Vice-President-$0--
MARGARET MORGANRecording Secretary-$0--
JO ANNA GARRISONCorresponding Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
The Taste$61,063$61,063$23,899$37,164
Holiday Home Tour$4,942$4,942$902$4,040
Total Events$66,005$66,005$24,801$41,204
Filing and Contact Details

Filer

Filer Name
Florence Symphony Guild
EIN
20-5877402
Phone
8432290241
Address
1015 CEDARWOOD CIRCLE, FLORENCE, SC 29501

Signing Officer

Name
Nancy Matthews
Title
President
Phone
8432290241
Signed
2024-10-04
Discuss with paid preparer
Yes

Preparer

Firm
BURCH OXNER SEALE CO CPA'S PA
Address
PO DRAWER 4707, FLORENCE, SC 29502-4707
Preparer
Tracy S Huggins CPA
Phone
8436693142
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 1,091.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: lunch meetings. Amount: 5,193. Description: receptions. Amount: 778. Description: lessons/camp. Amount: 2,935. Description: miscellaneous. Amount: 419. Description: bank charges. Amount: 28. Total to form 990-ez, line 16: 9,353.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain on investments. Amount: 6,029.

Raw XML Appendix201 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/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY MATTHEWS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOMMIE EVERETT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JO ANNA GARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FIRST VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECOND VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDING SECRETARY
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherExpensesTotalAmt09353
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE OBJECTIVES OF THE FLORENCE SYMPHONY GUILD ARE TO SUPPORT LOCAL MUSIC-BASED ORGANIZATIONS AND PROMOTE MUSIC APPRECIATION IN THE FLORENCE AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE MONETARY SUPPORT TO MUSIC-BASED ORGANIZATIONS IN THE LOCAL AREA INCLUDING THE FLORENCE SYMPHONY ORCHESTRA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.FLORENCESYMPHONY.COM/GUILD
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0260912
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024801
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0THE TASTE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY HOME TOUR
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt061063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt04942
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt066005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt061063
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 1,091.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LUNCH MEETINGS. AMOUNT: 5,193. DESCRIPTION: RECEPTIONS. AMOUNT: 778. DESCRIPTION: LESSONS/CAMP. AMOUNT: 2,935. DESCRIPTION: MISCELLANEOUS. AMOUNT: 419. DESCRIPTION: BANK CHARGES. AMOUNT: 28. TOTAL TO FORM 990-EZ, LINE 16: 9,353.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 6,029.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY MATTHEWS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08432290241
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORENCE SYMPHONY GUILD
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0205877402
ReturnHeader/Filer/PhoneNum08432290241
ReturnHeader/Filer/USAddress/AddressLine1Txt01015 CEDARWOOD CIRCLE
ReturnHeader/Filer/USAddress/CityNm0FLORENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570813540
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURCH OXNER SEALE CO CPA'S PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO DRAWER 4707
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0295024707
ReturnHeader/PreparerPersonGrp/PhoneNum08436693142
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY S HUGGINS CPA
ReturnHeader/ReturnTs02024-11-14T12:38:18-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.55$0.55$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.49$0.11$0.39
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.49$0.44$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.39$0.29$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.19$0.35$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.35$0.42$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.55$0.40$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.47$0.42$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.46$0.47$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.46$0.41$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.46$0.43$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.53$0.41$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.49$0.38$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.54$0.38$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.33$0.44$0.11