Civic Intelligence

The Greensboro Symphony Endowment Fund

990 • Fiscal year 2020 • EIN 56-1542010

Jun 01, 2019 to May 31, 2020 • Filed on Jan 29, 2021

2205 Madison AvenueGreensboro, NC 27403

(336) 856-9733

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

5th percentile

-76%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

35th percentile

0.7%

Faster asset growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-40%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$4,726,511

Up $33,516 (+0.7%) from 2019

Net Assets

Up

$4,726,511

Up $33,516 (+0.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$138,918

Down $92,961 (-40%) from 2019

Expenses

Up

$244,210

Up $35,563 (+17%) from 2019

Net Income

Down

-$105,292

Down $128,524 (-553%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2012: $3,448,410Liabilities 2012: $0Net Assets 2012: $3,448,4102012Assets 2013: $3,968,887Liabilities 2013: $0Net Assets 2013: $3,968,8872013Assets 2014: $4,275,777Liabilities 2014: $0Net Assets 2014: $4,275,7772014Assets 2015: $4,422,600Liabilities 2015: $0Net Assets 2015: $4,422,6002015Assets 2016: $4,262,440Liabilities 2016: $0Net Assets 2016: $4,262,4402016Assets 2017: $4,566,887Liabilities 2017: $0Net Assets 2017: $4,566,8872017Assets 2018: $4,842,185Liabilities 2018: $0Net Assets 2018: $4,842,1852018Assets 2019: $4,692,995Liabilities 2019: $0Net Assets 2019: $4,692,9952019Assets 2020: $4,726,511Liabilities 2020: $0Net Assets 2020: $4,726,5112020Assets 2021: $5,731,813Liabilities 2021: $0Net Assets 2021: $5,731,8132021Assets 2022: $5,337,888Liabilities 2022: $0Net Assets 2022: $5,337,8882022Assets 2023: $5,039,393Liabilities 2023: $0Net Assets 2023: $5,039,3932023Assets 2024: $5,508,381Liabilities 2024: $0Net Assets 2024: $5,508,3812024Assets 2025: $5,714,068Liabilities 2025: $0Net Assets 2025: $5,714,0682025

Highlighted filing

2020

Assets$4,726,511
Liabilities$0
Net Assets$4,726,511

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2012: $120,067Expenses 2012: $154,524Net Income 2012: -$34,4572012Revenue 2013: $337,971Expenses 2013: $157,017Net Income 2013: $180,9542013Revenue 2014: $290,164Expenses 2014: $180,596Net Income 2014: $109,5682014Revenue 2015: $320,370Expenses 2015: $188,947Net Income 2015: $131,4232015Revenue 2016: $500,216Expenses 2016: $189,099Net Income 2016: $311,1172016Revenue 2017: $283,280Expenses 2017: $204,272Net Income 2017: $79,0082017Revenue 2018: $546,211Expenses 2018: $207,244Net Income 2018: $338,9672018Revenue 2019: $231,879Expenses 2019: $208,647Net Income 2019: $23,2322019Revenue 2020: $138,918Expenses 2020: $244,210Net Income 2020: -$105,2922020Revenue 2021: $340,674Expenses 2021: $238,765Net Income 2021: $101,9092021Revenue 2022: $361,041Expenses 2022: $275,972Net Income 2022: $85,0692022Revenue 2023: $185,726Expenses 2023: $279,656Net Income 2023: -$93,9302023Revenue 2024: $375,525Expenses 2024: $333,361Net Income 2024: $42,1642024Revenue 2025: $388,004Expenses 2025: $314,361Net Income 2025: $73,6432025

Highlighted filing

2020

Revenue$138,918
Expenses$244,210
Net Income-$105,292
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Jan 29, 2021
Return Version
2019v5.1
Gross Receipts
$1,433,672
Mission and Program Overview

Mission

Endowment to benefit the greensboro symphony orchestra.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,564,847$4,545,434▼ $19,413
Savings and Temporary Cash Investments$128,148$181,077▲ $52,929
Total Assets$4,692,995$4,726,511▲ $33,516
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,692,995$4,726,511▲ $33,516
Total Net Assets Fund Balance$4,692,995$4,726,511▲ $33,516
Total Liabilities and Net Assets / Fund Balance$4,692,995$4,726,511▲ $33,516

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$110,751--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$4,692,995$17,117▲ $260,610-$4,726,512
2018$4,842,185$12,800▲ $46,657-$4,692,995
2017$4,566,887$84,753▲ $397,789-$4,842,185
2016$4,262,440$109,218▲ $399,501-$4,566,887
2015$4,422,600$108,471▼ $79,532-$4,262,440
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$17,117
Program Service Revenue
$0
Investment Income
$121,801
Other Revenue
$0
All Other Contributions
$17,117
Change in Net Assets
$-105,292

Audited Revenue Reconciliation

Revenue per Audited Statements
$138,918
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$138,808
Total Revenue per Audited Statements
$277,726
Total Revenue per Form 990
$138,918
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$210,000
Other Expenses$34,210
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$210,000--$210,000
Fees for Service Investment Mgmnt Fees-$30,710-$30,710
Fees for Services Accounting-$3,500-$3,500
Total Functional Expenses$210,000$34,210$0$244,210

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$244,210
Total Expenses per Audited Statements$244,210
Total Expenses per Form 990$244,210
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greensboro Symphony OrchestraGreensboro, NC501(c)(3)Support the Greensboro Symphony.$210,000
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

NOT APPLICABLE

Form 990, Part VI, Section B, Line 11B

Reviewed by all board members prior to filing.

Form 990, Part VI, Section B, Line 12C

Minutes of the board shall reflect that conflict of interest are disclosed and that the interested person was not present during the final discussion or vote and did not vote.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Greensboro Symphony Endowment Fund
EIN
56-1542010
Phone
3368569733
Address
2205 MADISON AVENUE, GREENSBORO, NC 27403

Signing Officer

Name
Treasurer
Title
Treasurer
Phone
3368569733
Signed
2021-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bert Davis Jr
Formed
1986
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
D M J & Co Pllc
Address
703 GREEN VALLEY ROAD SUITE 201, GREENSBORO, NC 27408
Preparer
Stacy M West CPA
Phone
3362759886
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

MODIFIED CASH BASIS.

Form 990, Part XII, Line 2C

The organization has not changed its process for oversight of the audit or selection of an independent accountant from the prior tax year.

Raw XML AppendixShowing 400 of 485 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ENDOWMENT TO BENEFIT THE GREENSBORO SYMPHONY ORCHESTRA.
IRS990/AllOtherContributionsAmt017117
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LEWIS RITCHIE
IRS990/BooksInCareOfDetail/PhoneNum03362826603
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08 CHARLESTON SQUARE
IRS990/BooksInCareOfDetail/USAddress/CityNm0GREENSBORO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027408
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt017117
IRS990/CYGrantsAndSimilarPaidAmt0210000
IRS990/CYInvestmentIncomeAmt0121801
IRS990/CYOtherExpensesAmt034210
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-105292
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0244210
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0138918
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ENDOWMENT TO BENEFIT THE GREENSBORO SYMPHONY ORCHESTRA.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt04692995
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt04726511
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0210000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03500
IRS990/FeesForServicesAccountingGrp/TotalAmt03500
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt030710
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt030710
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0JONATHAN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm1BERT DAVIS JR
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBBY HASSELL
IRS990/Form990PartVIISectionAGrp/PersonNm3SUSAN SCHWARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm4ERIC ELEY
IRS990/Form990PartVIISectionAGrp/PersonNm5AL LINEBERRY JR
IRS990/Form990PartVIISectionAGrp/PersonNm6CAROLYN MEWBORN
IRS990/Form990PartVIISectionAGrp/PersonNm7ANN KROUPA
IRS990/Form990PartVIISectionAGrp/PersonNm8SAMUEL CONE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-65617
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0210000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0210000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0210000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01229137
IRS990/GrossReceiptsAmt01433672
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0187418
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0187418
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04564847
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04545434
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01294754
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ENDOWMENT TO BENEFIT THE GREENSBORO SYMPHONY ORCHESTRA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04692995
IRS990/NetAssetsOrFundBalancesEOYAmt04726511
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-65617
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-65617
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0138808
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BERT DAVIS JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt012800
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0175000
IRS990/PYInvestmentIncomeAmt0219079
IRS990/PYOtherExpensesAmt033647
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt023232
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0208647
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0231879
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-105292
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0128148
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0181077
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE CHAIR OF THE GREENSBORO SYMPHONY ENDOWMENT FUND IS INVITED TO BOARD MEETINGS OF THE SYMPHONY, BUT DOES NOT SERVE ON THE GOVERNING BOARD. THE CHAIR OF THE ENDOWMENT FUND ALSO MEETS WITH THE MARKETING DIRECTOR AND EXECUTIVE DIRECTOR PERIODICALLY ABOUT DEVELOPMENT EFFORTS, SYMPHONY UPDATES, AND POTENTIAL DONORS FOR THE ENDOWMENT FUND.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION'S ONLY ACTIVITIES INVOLVES MANAGING INVESTMENTS FOR THE BENEFIT OF THE GREENSBORO SYMPHONY ORCHESTRA. SUPPORT PAYMENTS FROM THE ORGANIZATION TO THE GREENSBORO SYMPHONY ORCHESTRA PROVIDES FOR THE CONTINUATION OF THE GREENSBORO SYMPHONY ORCHESTRA.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2IF THE GREENSBORO SYMPHONY ENDOWMENT FUND DID NOT EXIST, THE GREENSBORO SYMPHONY ORCHESTRA WOULD HAVE TO TAKE ON THE TASK OF INVESTING THE DONATIONS FOR THE FURTHERANCE OF THE ORCHESTRA.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2B:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0566063111
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0210000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0GREENSBORO SYMPHONY ORCHESTRA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0210000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt034210
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04692995
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt017117
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04726512
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0210000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0260610
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt033647
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04842185
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt012800
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04692995
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0175000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt046657
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt032244
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04566887
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt084753
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04842185
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0175000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0397789
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt034272
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04262440
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0109218
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04566887
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0170000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0399501
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt029099
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04422600
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0108471
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04262440
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0160000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-79532
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0244210
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0138808
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0115256
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1133221
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt237322
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3120149
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4224579
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5129520
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6365243
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt725572
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt857698
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt975200
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1064564
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt111262316
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12188958
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt131635085
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt14110751
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITIES - CONSUMER DISCRETIONARY
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EQUITIES - CONSUMER STAPLES
IRS990ScheduleD/OtherSecuritiesGrp/Desc2EQUITIES - ENERGY
IRS990ScheduleD/OtherSecuritiesGrp/Desc3EQUITIES - FINANCIALS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4EQUITIES - HEALTH CARE
IRS990ScheduleD/OtherSecuritiesGrp/Desc5EQUITIES - INDUSTRIAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc6EQUITIES - INFORMATION TECHNOLOGY
IRS990ScheduleD/OtherSecuritiesGrp/Desc7EQUITIES - MATERIALS
IRS990ScheduleD/OtherSecuritiesGrp/Desc8EQUITIES - REAL ESTATE
IRS990ScheduleD/OtherSecuritiesGrp/Desc9EQUITIES - TELECOMMUNICATIONS
IRS990ScheduleD/OtherSecuritiesGrp/Desc10EQUITIES - UTILITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc11MUTUTAL FUNDS - FIXED INCOME
IRS990ScheduleD/OtherSecuritiesGrp/Desc12MUTUTAL FUNDS - HEDGE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc13MUTUTAL FUNDS - EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc14MUTUTAL FUNDS - COMMODITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd11C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd12C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd13C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd14C
IRS990ScheduleD/RevenueNotReportedAmt0138808
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0138918
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04545434
IRS990ScheduleD/TotalExpensesPerForm990Amt0244210
IRS990ScheduleD/TotalRevenuePerForm990Amt0138918
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0277726
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0244210
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0210000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT THE GREENSBORO SYMPHONY.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GREENSBORO SYMPHONY ORCHESTRA
IRS990ScheduleI/RecipientTable/RecipientEIN0566063111
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0200 NORTH DAVIE STREET SUITE 301
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GREENSBORO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd027401
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED BY ALL BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MINUTES OF THE BOARD SHALL REFLECT THAT CONFLICT OF INTEREST ARE DISCLOSED AND THAT THE INTERESTED PERSON WAS NOT PRESENT DURING THE FINAL DISCUSSION OR VOTE AND DID NOT VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MODIFIED CASH BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FOR OVERSIGHT OF THE AUDIT OR SELECTION OF AN INDEPENDENT ACCOUNTANT FROM THE PRIOR TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0GREENSBORO SYMPHONY ORCHESTRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0566063111
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE SYMPHONY PROGRAMS TO ENHANCE THE LIVES OF RESIDENTS IN GREENSBORO.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0SEC 170
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0200 NORTH DAVIE STREET SUITE 301
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0GREENSBORO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd027401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.39$0.31$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.51$0.00$5.51$0.38$0.33$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.04$0.00$5.04$0.19$0.28$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.34$0.00$5.34$0.36$0.28$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.73$0.00$5.73$0.34$0.24$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.14$0.24$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.69$0.00$4.69$0.23$0.21$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.84$0.00$4.84$0.55$0.21$0.34
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.57$0.00$4.57$0.28$0.20$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.00$4.26$0.50$0.19$0.31
2015Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.32$0.19$0.13
2014Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.29$0.18$0.11
2013Summary only. Only limited summary data is available for this year.$3.97$0.00$3.97$0.34$0.16$0.18
2012Summary only. Only limited summary data is available for this year.$3.45$0.00$3.45$0.12$0.15$0.03