Civic Intelligence

Summerville Community Orchestra

EIN 55-0850796 • 501(c)3 • Summerville, SC

Profile

Perform orchestral concerts for the public

PO Box 2686Summerville, SC 29484-2686

www.summervilleorchestra.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.32x

Higher debt load relative to assets than 86% of similar nonprofits.

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

Liabilities / Revenue

83rd percentile

0.11x

Higher debt load relative to revenue than 83% of similar nonprofits.

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

Net Margin

50th percentile

1.4%

Higher net margin than 50% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

57th percentile

0.9%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

83rd percentile

47%

Faster revenue growth than 83% of similar nonprofits.

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

Assets

Up

$157,427

Up $1,429 (+0.9%) from 2023

Liabilities

Down

$49,675

Down $4,978 (-9.1%) from 2023

Net Assets

Up

$107,752

Up $6,407 (+6.3%) from 2023

Revenue

Up

$458,990

Up $146,860 (+47%) from 2023

Expenses

Up

$452,583

Up $106,921 (+31%) from 2023

Net Income

Up

$6,407

Up $39,939 (+119%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2012: $23,527Liabilities 2012: $6,1552012Assets 2013: $42,996Liabilities 2013: $36,6742013Assets 2014: $69,053Liabilities 2014: $39,810Net Assets 2014: $29,2432014Assets 2015: $59,663Liabilities 2015: $34,645Net Assets 2015: $25,0182015Assets 2016: $72,538Liabilities 2016: $43,191Net Assets 2016: $29,3472016Assets 2017: $111,530Liabilities 2017: $55,685Net Assets 2017: $55,8452017Assets 2018: $215,797Liabilities 2018: $110,592Net Assets 2018: $105,2052018Assets 2019: $164,419Liabilities 2019: $72,824Net Assets 2019: $91,5952019Assets 2020: $140,652Liabilities 2020: $71,900Net Assets 2020: $68,7522020Assets 2021: $133,626Liabilities 2021: $54,361Net Assets 2021: $79,2652021Assets 2022: $134,877Liabilities 2022: $0Net Assets 2022: $134,8772022Assets 2023: $155,998Liabilities 2023: $54,653Net Assets 2023: $101,3452023Assets 2024: $157,427Liabilities 2024: $49,675Net Assets 2024: $107,7522024

Highlighted filing

2024

Assets$157,427
Liabilities$49,675
Net Assets$107,752

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2012: $90,899Expenses 2012: $83,711Net Income 2012: $7,1882012Revenue 2013: $85,326Expenses 2013: $85,651Net Income 2013: -$3252013Revenue 2014: $138,639Expenses 2014: $115,718Net Income 2014: $22,9212014Revenue 2015: $125,020Expenses 2015: $129,245Net Income 2015: -$4,2252015Revenue 2016: $146,096Expenses 2016: $141,767Net Income 2016: $4,3292016Revenue 2017: $163,935Expenses 2017: $137,437Net Income 2017: $26,4982017Revenue 2018: $242,738Expenses 2018: $193,378Net Income 2018: $49,3602018Revenue 2019: $237,978Expenses 2019: $251,588Net Income 2019: -$13,6102019Revenue 2020: $200,743Expenses 2020: $223,586Net Income 2020: -$22,8432020Revenue 2021: $173,635Expenses 2021: $162,989Net Income 2021: $10,6462021Revenue 2022: $316,557Expenses 2022: $260,947Net Income 2022: $55,6102022Revenue 2023: $312,130Expenses 2023: $345,662Net Income 2023: -$33,5322023Revenue 2024: $458,990Expenses 2024: $452,583Net Income 2024: $6,4072024

Highlighted filing

2024

Revenue$458,990
Expenses$452,583
Net Income$6,407

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.50$1.08$4.59$4.53$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.55$1.01$3.12$3.46$0.34
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$3.17$2.61$0.56
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.54$0.79$1.74$1.63$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.72$0.69$2.01$2.24$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.73$0.92$2.38$2.52$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.16$1.11$1.05$2.43$1.93$0.49
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.56$0.56$1.64$1.37$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.43$0.29$1.46$1.42$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.35$0.25$1.25$1.29$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.40$0.29$1.39$1.16$0.23
2013Summary only. Only limited summary data is available for this year.$0.43$0.37$0.85$0.86$0.00
2012Summary only. Only limited summary data is available for this year.$0.24$0.06$0.91$0.84$0.07
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 17, 2023
Return Version
2021v4.0
Gross Receipts
$316,557
Mission and Program Overview

Mission

Perform orchestral concerts for the public

To share our love of music by engaging and enriching our community, through the evolution of the orchestral art form.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$128,772$130,838▲ $2,066
Savings and Temporary Cash Investments$2,982$3,215▲ $233
Land, Buildings, and Equipment, Net$1,373$824▼ $549
Prepaid Expenses and Deferred Charges$499--
Total Assets$133,626$134,877▲ $1,251
Liabilities
Deferred Revenue$34,828--
Other Liabilities$19,533--
Total Liabilities$54,361$0▼ $54,361
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$79,265$134,877▲ $55,612
Total Net Assets Fund Balance$79,265$134,877▲ $55,612
Total Liabilities and Net Assets / Fund Balance$133,626$134,877▲ $1,251

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$13,213-$13,213
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Andrew PriceMusicians PrFT$16,720$16,720

Board Members and Trustees

NameTitle
Dean GlaceChairman
Revenue and Support

Revenue Composition

Contributions and Grants
$166,539
Program Service Revenue
$149,884
Investment Income
$13
Other Revenue
$121
All Other Contributions
$105,953
Change in Net Assets
$55,610
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$131,980
Other Expenses$128,967
Total Fundraising Expense$2,445
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$75,181--$75,181
Fees for Services Other$75,012--$75,012
Payroll Taxes$40,079--$40,079
Advertising$23,705-$2,445$26,150
Office Expenses-$19,027-$19,027
Current Officers, Directors, Trustees, and Key Employees$16,720--$16,720
Insurance-$3,580-$3,580
Information Technology-$3,449-$3,449
Depreciation Depletion$1,749--$1,749
Total Functional Expenses$232,446$26,056$2,445$260,947
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Summerville Orchestra
EIN
55-0850796
Phone
8438735339
Address
PO BOX 2686, SUMMERVILLE, SC 29484-2686

Signing Officer

Name
Andrew Price
Title
Musicians President
Phone
8438735339
Signed
2023-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dean Glace
Legal Domicile
Sc
Voting Board Members
8
Independent Board Members
8
Employees
7

Preparer

Firm
Jarrard Nowell & Russell LLC
Address
975 MORRISON DR, CHARLESTON, SC 29403
Preparer
Christopher C Nowell CPA
Phone
8437232768
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Government contributions, agc, corporate spoonsors

Form 990, Part IX, Line 11G

Concerts 53,196 0 0 fees/outside services 7,246 0 0 volunteers 176 0 0 personnel 14,394 0 0 total 75,012 0 0

Form 990, Part XI, Line 9

Book / tax depreciation difference 1,140 adjustment

Raw XML Appendix275 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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IRS990/AdvertisingGrp/TotalAmt026150
IRS990/AllOtherContributionsAmt0105953
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0140 NORTH MAIN STREET
IRS990/BooksInCareOfDetail/PhoneNum08438735339
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0SUITE 101
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd029483
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IRS990/CashNonInterestBearingGrp/BOYAmt0128772
IRS990/CashNonInterestBearingGrp/EOYAmt0130838
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt016720
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt016720
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0166539
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt013
IRS990/CYOtherExpensesAmt0128967
IRS990/CYOtherRevenueAmt0121
IRS990/CYProgramServiceRevenueAmt0149884
IRS990/CYRevenuesLessExpensesAmt055610
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0316557
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt034828
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01749
IRS990/DepreciationDepletionGrp/TotalAmt01749
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IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt07
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IRS990/ExpenseAmt0232446
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IRS990/FeesForServicesOtherGrp/ProgramServicesAmt075012
IRS990/FeesForServicesOtherGrp/TotalAmt075012
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
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IRS990/Form990PartVIISectionAGrp/PersonNm0ANDREW PRICE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt016720
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0MUSICIANS PR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt060586
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0316557
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03449
IRS990/InformationTechnologyGrp/TotalAmt03449
IRS990/InsuranceGrp/ManagementAndGeneralAmt03580
IRS990/InsuranceGrp/TotalAmt03580
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt013
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt07
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IRS990/LandBldgEquipAccumDeprecAmt012389
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01373
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0824
IRS990/LandBldgEquipCostOrOtherBssAmt013213
IRS990/LegalDomicileStateCd0SC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SHARE OUR LOVE OF MUSIC BY ENGAGING AND ENRICHING OUR COMMUNITY, THROUGH THE EVOLUTION OF THE ORCHESTRAL ART FORM.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt079265
IRS990/NetAssetsOrFundBalancesEOYAmt0134877
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt079265
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0134877
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019027
IRS990/OfficeExpensesGrp/TotalAmt019027
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt02
IRS990/OtherLiabilitiesGrp/BOYAmt019533
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IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt040079
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0499
IRS990/PrincipalOfficerNm0DEAN GLACE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ORCHESTRA PERFORMANCES
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt02982
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013213
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONCERTS 53,196 0 0 FEES/OUTSIDE SERVICES 7,246 0 0 VOLUNTEERS 176 0 0 PERSONNEL 14,394 0 0 TOTAL 75,012 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOOK / TAX DEPRECIATION DIFFERENCE 1,140 ADJUSTMENT
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/USAddress/ZIPCd029483
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW PRICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MUSICIANS PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08438735339
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMERVILLE ORCHESTRA
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0550850796
ReturnHeader/Filer/PhoneNum08438735339
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ReturnHeader/Filer/USAddress/CityNm0SUMMERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd0294842686
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202078804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JARRARD NOWELL & RUSSELL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0975 MORRISON DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029403
ReturnHeader/PreparerPersonGrp/PhoneNum08437232768
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER C NOWELL CPA
ReturnHeader/ReturnTs02023-05-11T08:50:13-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PRICE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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