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
32nd percentile
Higher net margin than 32% of similar nonprofits.
Top Officer Pay
95th percentile
Higher top officer pay than 95% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
36th percentile
Faster asset growth than 36% of similar nonprofits.
Revenue Growth
23rd percentile
Faster revenue growth than 23% of similar nonprofits.
Assets
Down$188,027
Down $4,601 (-2.4%) from 2016
Net Assets
Down$188,027
Down $4,601 (-2.4%) from 2016
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Down$165,555
Down $21,422 (-11%) from 2016
Expenses
Up$170,169
Up $7,154 (+4.4%) from 2016
Net Income
Down-$4,614
Down $28,576 (-119%) from 2016
Social Club
| Description | Grants | Expenses |
|---|---|---|
| Annual debutante ball and related activities. | $149,532 | - |
| Community Outreach | $7,505 | $7,505 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Tricia Harrison | President | - | $0 | - | - |
| Cornelia Hoover | President Elect | - | $0 | - | - |
| Melissa Tolmie | Past President | - | $0 | - | - |
| Denny OLeary | Secretary | - | $0 | - | - |
| Jenny Merlo | Treasurer | - | $0 | - | - |
| Nancy Williams | Asst. Treasurer | - | $0 | - | - |
| Catherine Pappas | Director | - | $0 | - | - |
| Teri Haddock | Director | - | $0 | - | - |
| Elizabeth Bivens | Director | - | $0 | - | - |
| Sherrard Georgius | Director | - | $0 | - | - |
| Margaret Wood | Director | - | $0 | - | - |
| Ruth Gammon | Director | - | $0 | - | - |
| Sarah Lathrop | Director | - | $0 | - | - |
| June Rhyne | Director | - | $0 | - | - |
| Nancy Falls | Director | - | $0 | - | - |
| Christe Eades | Director | - | $0 | - | - |
| Beth Bowen | Director | - | $0 | - | - |
| Betsy Williams | Director | - | $0 | - | - |
| Elizabeth Irvin | Director | - | $0 | - | - |
| Amy Okel | Director | - | $0 | - | - |
| Caroline McArthur | 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: $7505”
“Office Expenses $1650”
“Information Technology $43”
“Conferences, Conventions, and Meetings $149532”
“Insurance $1220”
“Storage & Delivery $2300”
“Hospitality $1401”
“Bank charges $30”
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 | Nancy Lea Williams |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7043777733 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5055 Montibello Drive |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Charlotte |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28226 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 192628 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 188027 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -4614 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 475 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 192628 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 188027 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 7505 |
| IRS990EZ/GrossReceiptsAmt | 0 | 165555 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 255 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 165300 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 192628 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 188027 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 192628 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 188027 |
| 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 | Tricia Harrison |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Cornelia Hoover |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Melissa Tolmie |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Denny OLeary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Jenny Merlo |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Nancy Williams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Catherine Pappas |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Teri Haddock |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Elizabeth Bivens |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Sherrard Georgius |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Margaret Wood |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Ruth Gammon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | Sarah Lathrop |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 13 | June Rhyne |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 14 | Nancy Falls |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 15 | Christe Eades |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 16 | Beth Bowen |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 17 | Betsy Williams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 18 | Elizabeth Irvin |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 19 | Amy Okel |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 20 | Caroline McArthur |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Treasurer |
| 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 | 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/OtherChangesInNetAssetsAmt | 0 | 13 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 156176 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Social Club |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 6013 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Annual debutante ball and related activities. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Community Outreach |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 149532 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 7505 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 7505 |
| 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 | 170169 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 157037 |
| IRS990EZ/TotalRevenueAmt | 0 | 165555 |
| 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: $7505 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $1650 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Information Technology $43 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Conferences, Conventions, and Meetings $149532 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Insurance $1220 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Storage & Delivery $2300 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Hospitality $1401 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Bank charges $30 |
| 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 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Nancy Williams |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-06-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | The Charlotte Assembly |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CHAR |
| ReturnHeader/Filer/EIN | 0 | 300507479 |
| ReturnHeader/Filer/PhoneNum | 0 | 7049040083 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 5055 Montibello Drive |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Charlotte |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28226 |
| 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 | 2017-06-12T05:08:50-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-02-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-01-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.