Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
61st percentile
Higher net margin than 61% of similar nonprofits.
Top Officer Pay
92nd percentile
Higher top officer pay than 92% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
69th percentile
Faster asset growth than 69% of similar nonprofits.
Revenue Growth
59th percentile
Faster revenue growth than 59% of similar nonprofits.
Assets
Up$149,952
Up $14,291 (+11%) from 2013
Net Assets
Up$149,952
Up $14,291 (+11%) from 2013
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Up$167,951
Up $7,167 (+4.5%) from 2013
Expenses
Up$153,660
Up $8,230 (+5.7%) from 2013
Net Income
Down$14,291
Down $1,063 (-6.9%) from 2013
Social Club
| Description | Grants | Expenses |
|---|---|---|
| Annual debutante ball and related activities. | $140,897 | - |
| Community Outreach | $7,605 | $7,605 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Susan Tome | President | - | $0 | - | - |
| Ruth Gammon | Past President | - | $0 | - | - |
| Julie Caldwell | President Elect | - | $0 | - | - |
| Anne Lupo | Treasurer | - | $0 | - | - |
| Tricia Harrison | Asst. Treasurer | - | $0 | - | - |
| Addison Ayer | Secretary | - | $0 | - | - |
| Elizabeth Bivens | Director | - | $0 | - | - |
| Lesa Watts | Director | - | $0 | - | - |
| Lee Cooney | Director | - | $0 | - | - |
| Kathy Horvath | Director | - | $0 | - | - |
| Tammy Anderson | Director | - | $0 | - | - |
| Laura Shwedo | Director | - | $0 | - | - |
| Jenny Merlo | Director | - | $0 | - | - |
| June Rhyne | Director | - | $0 | - | - |
| Kaky Cassada | Director | - | $0 | - | - |
| Leigh Moran | Director | - | $0 | - | - |
| Nancy Falls | Director | - | $0 | - | - |
| Jan Shealy | Director | - | $0 | - | - |
| Patty Roddey | Director | - | $0 | - | - |
| Laurie Bond | Director | - | $0 | - | - |
| Kathy Gately | Director | - | $0 | - | - |
“Class of Activity: Exempt Organizations | Donee's Name: Charlotte Symphony | Donee's Address: 1300 Baxter Street, Suite 300 Charlotte, NC 28204 | Cash Amount Given: $7605”
“Office Expenses $872”
“Information Technology $763”
“Conferences, Conventions, and Meetings $134484”
“Insurance $808”
“Storage & Delivery $2052”
“Hospitality $773”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Anne Lupo |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7043581066 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 601 Hempstead Place |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | Charlotte |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 28207 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 135661 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 149952 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 14291 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 629 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 135661 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 149952 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 7605 |
| IRS990EZ/GrossReceiptsAmt | 0 | 167951 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 201 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 167750 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 135661 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 149952 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 135661 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 149952 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 13 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 14 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 15 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 16 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 17 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 18 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 19 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 20 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 13 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 14 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 15 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 16 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 17 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 18 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 19 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 20 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Susan Tome |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Ruth Gammon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Julie Caldwell |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Anne Lupo |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Tricia Harrison |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Addison Ayer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Elizabeth Bivens |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Lesa Watts |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Lee Cooney |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Kathy Horvath |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Tammy Anderson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Laura Shwedo |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | Jenny Merlo |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 13 | June Rhyne |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 14 | Kaky Cassada |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 15 | Leigh Moran |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 16 | Nancy Falls |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 17 | Jan Shealy |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 18 | Patty Roddey |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 19 | Laurie Bond |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 20 | Kathy Gately |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Asst. Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 13 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 14 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 15 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 16 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 17 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 18 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 19 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 20 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 139752 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Social Club |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 5674 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Annual debutante ball and related activities. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Community Outreach |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 140897 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 7605 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 7605 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 153660 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 148502 |
| IRS990EZ/TotalRevenueAmt | 0 | 167951 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Class of Activity: Exempt Organizations | Donee's Name: Charlotte Symphony | Donee's Address: 1300 Baxter Street, Suite 300 Charlotte, NC 28204 | Cash Amount Given: $7605 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $872 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Information Technology $763 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Conferences, Conventions, and Meetings $134484 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Insurance $808 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Storage & Delivery $2052 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Hospitality $773 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.3 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Anne Lupo |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-06-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | The Charlotte Assembly |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CHAR |
| ReturnHeader/Filer/EIN | 0 | 300507479 |
| ReturnHeader/Filer/PhoneNum | 0 | 7043581066 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 601 Hempstead Avenue |
| ReturnHeader/Filer/USAddress/City | 0 | Charlotte |
| ReturnHeader/Filer/USAddress/State | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 28207 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | C DeWitt Foard & Co PA CPAs |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 1001 Morehead Square DrSte450 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | Charlotte |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 28203 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7043721515 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Phillip G Wilson |
| ReturnHeader/ReturnTs | 0 | 2014-06-09T06:15:58-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-02-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-01-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.