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
58th percentile
Higher net margin than 58% 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
63rd percentile
Faster asset growth than 63% of similar nonprofits.
Revenue Growth
62nd percentile
Faster revenue growth than 62% of similar nonprofits.
Assets
Up$178,910
Up $9,069 (+5.3%) from 2019
Net Assets
Up$178,910
Up $9,069 (+5.3%) from 2019
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Down$196,525
Down $24,005 (-11%) from 2019
Expenses
Down$187,456
Down $19,298 (-9.3%) from 2019
Net Income
Down$9,069
Down $4,707 (-34%) from 2019
Social Club
| Description | Grants | Expenses |
|---|---|---|
| Annual debutante ball and related activities. | $176,149 | - |
| Community Outreach | $7,515 | $7,515 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Ansley Calhoun | Past President | - | $0 | - | - |
| Ashley Burlingame | President | - | $0 | - | - |
| Jane Lockwood | President Elect | - | $0 | - | - |
| Kristin Smith | Asst. Treasurer | - | $0 | - | - |
| Susan Calton | Director | - | $0 | - | - |
| Mary Kay Baynard | Treasurer | - | $0 | - | - |
| Emily Harry | Director | - | $0 | - | - |
| Lee Cooney | Director | - | $0 | - | - |
| Barret Butler | Director | - | $0 | - | - |
| Molly Macon | Director | - | $0 | - | - |
| Haley Poole | Director | - | $0 | - | - |
| Melissa Tolmie | Director | - | $0 | - | - |
| June Rhyne | Director | - | $0 | - | - |
| Alison Thorp | Director | - | $0 | - | - |
| Anne Lupo | Director | - | $0 | - | - |
| Amy Godwin | Director | - | $0 | - | - |
| Amy Watson | Director | - | $0 | - | - |
| Kathy Horvath | Director | - | $0 | - | - |
| Mary Bradley Thigpen | Secretary | - | $0 | - | - |
| Nancy Targgart | Director | - | $0 | - | - |
| Beth Reigel | 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: $7515”
“Office Expenses $2103”
“Conferences, Conventions, and Meetings $165617”
“Insurance $1201”
“Storage & Delivery $2450”
“Hospitality $2163”
“Bank charges $67”
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/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Kristin Smith |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7046510170 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 640 Colville Road |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Charlotte |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28207 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 169841 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 178910 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 9069 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 500 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 169841 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 178910 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 7515 |
| IRS990EZ/GrossReceiptsAmt | 0 | 196525 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 325 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 196200 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 169841 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 178910 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 169841 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 178910 |
| 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 | Ansley Calhoun |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Ashley Burlingame |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Jane Lockwood |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Kristin Smith |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Susan Calton |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Mary Kay Baynard |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Emily Harry |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Lee Cooney |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Barret Butler |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Molly Macon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Haley Poole |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Melissa Tolmie |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | June Rhyne |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 13 | Alison Thorp |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 14 | Anne Lupo |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 15 | Amy Godwin |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 16 | Amy Watson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 17 | Kathy Horvath |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 18 | Mary Bradley Thigpen |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 19 | Nancy Targgart |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 20 | Beth Reigel |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Asst. Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | 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 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 19 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 20 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 173601 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Social Club |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 5840 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Annual debutante ball and related activities. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Community Outreach |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 176149 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 7515 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 7515 |
| 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/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 187456 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 183664 |
| IRS990EZ/TotalRevenueAmt | 0 | 196525 |
| 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: $7515 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $2103 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Conferences, Conventions, and Meetings $165617 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Insurance $1201 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Storage & Delivery $2450 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Hospitality $2163 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Bank charges $67 |
| 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.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.4 |
| ReturnHeader/BuildTS | 0 | 2020-11-06 18:47:13Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Kristin Smith |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-08-17 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | The Charlotte Assembly |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CHAR |
| ReturnHeader/Filer/EIN | 0 | 300507479 |
| ReturnHeader/Filer/PhoneNum | 0 | 7046510170 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 640 Colville Road |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Charlotte |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28207 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 561688300 |
| 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 | 2020-08-17T11:26:52-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-02-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-01-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.