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
68th percentile
Higher net margin than 68% of similar nonprofits.
Top Officer Pay
93rd percentile
Higher top officer pay than 93% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
81st percentile
Faster asset growth than 81% of similar nonprofits.
Revenue Growth
73rd percentile
Faster revenue growth than 73% of similar nonprofits.
Assets
Up$192,628
Up $23,962 (+14%) from 2015
Net Assets
Up$192,628
Up $23,962 (+14%) from 2015
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Up$186,977
Up $25,029 (+15%) from 2015
Expenses
Up$163,015
Up $19,781 (+14%) from 2015
Net Income
Up$23,962
Up $5,248 (+28%) from 2015
Social Club
| Description | Grants | Expenses |
|---|---|---|
| Annual debutante ball and related activities. | $149,246 | - |
| Community Outreach | $7,750 | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jolee Fennebresque | Secretary | - | $0 | - | - |
| Melissa Tolmie | President | - | $0 | - | - |
| Julie Caldwell | Past President | - | $0 | - | - |
| Ashley Burlingame | Director | - | $0 | - | - |
| Tricia Harrison | President-Elect | - | $0 | - | - |
| Suzanne Bledsoe | Asst. Treasurer | - | $0 | - | - |
| Kaky Cassada | Director | - | $0 | - | - |
| Betsy Parkhurst | Director | - | $0 | - | - |
| Kathy Ewing | Director | - | $0 | - | - |
| Leslie Whitman | Director | - | $0 | - | - |
| Patty Adams | Director | - | $0 | - | - |
| Jane Lockwood | Director | - | $0 | - | - |
| Amy Lovett | Director | - | $0 | - | - |
| June Rhyne | Director | - | $0 | - | - |
| Susan Hamilton | Director | - | $0 | - | - |
| Missy Miller | Director | - | $0 | - | - |
| Elizabeth Irvin | Director | - | $0 | - | - |
| Kathy Horvath | Director | - | $0 | - | - |
| Ansley Calhoun | Director | - | $0 | - | - |
| Laurie Bond | Treasurer | - | $0 | - | - |
| Laura Shwedo | 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: $7750”
“Office Expenses $2014”
“Information Technology $64”
“Conferences, Conventions, and Meetings $143010”
“Insurance $1268”
“Storage & Delivery $2144”
“Hospitality $484”
“Bank charges $54”
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 | Tricia Harrison |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7043777733 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2318 Sherwood Avenue |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Charlotte |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28207 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 168666 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 192628 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 23962 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 475 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 168666 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 192628 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 7750 |
| IRS990EZ/GrossReceiptsAmt | 0 | 186977 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 207 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 186770 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 168666 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 192628 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 168666 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 192628 |
| 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 | Jolee Fennebresque |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Melissa Tolmie |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Julie Caldwell |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Ashley Burlingame |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Tricia Harrison |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Suzanne Bledsoe |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Kaky Cassada |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Betsy Parkhurst |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Kathy Ewing |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Leslie Whitman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Patty Adams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Jane Lockwood |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | Amy Lovett |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 13 | June Rhyne |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 14 | Susan Hamilton |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 15 | Missy Miller |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 16 | Elizabeth Irvin |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 17 | Kathy Horvath |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 18 | Ansley Calhoun |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 19 | Laurie Bond |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 20 | Laura Shwedo |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | President-Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Asst. Treasurer |
| 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 | Treasurer |
| 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 | 149038 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Social Club |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 5752 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Annual debutante ball and related activities. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Community Outreach |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 149246 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 7750 |
| 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 | 163015 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 156996 |
| IRS990EZ/TotalRevenueAmt | 0 | 186977 |
| 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: $7750 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $2014 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Information Technology $64 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Conferences, Conventions, and Meetings $143010 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Insurance $1268 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Storage & Delivery $2144 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Hospitality $484 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Bank charges $54 |
| 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 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.5 |
| ReturnHeader/BuildTS | 0 | 2016-09-27 15:27:22Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Laurie Bond |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-05-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | The Charlotte Assembly |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CHAR |
| ReturnHeader/Filer/EIN | 0 | 300507479 |
| ReturnHeader/Filer/PhoneNum | 0 | 7043777733 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2318 Sherwood Avenue |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Charlotte |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28207 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | C DeWitt Foard & Co PA CPAs |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 817 E Morehead Street Ste 100 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Charlotte |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 282022767 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7043721515 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Phillip G Wilson |
| ReturnHeader/ReturnTs | 0 | 2016-05-02T09:58:13-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-02-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-01-31 |
| ReturnHeader/TaxYr | 0 | 2015 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.