Civic Intelligence

Greenville Symphony Endowment Fund Inc.

990 • Fiscal year 2017 • EIN 57-1080206

Jun 01, 2016 to May 31, 2017 • Filed on Oct 14, 2017

Organization ProfileGREENVILLESYMPHONY.ORG
200 South Main StreetGreenville, SC 29601

(864) 232-0344

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

64th percentile

8.3%

Higher net margin than 64% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

60th percentile

7.1%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

277%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$8,398,933

Up $555,519 (+7.1%) from 2016

Net Assets

Up

$8,398,933

Up $555,519 (+7.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin64th percentile

Revenue

Up

$438,635

Up $322,266 (+277%) from 2016

Expenses

Up

$402,291

Up $40,229 (+11%) from 2016

Net Income

Up

$36,344

Up $282,037 (+115%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$15M$10M$5.0M$0Assets 2011: $6,164,708Liabilities 2011: $0Net Assets 2011: $6,164,7082011Assets 2012: $5,811,784Liabilities 2012: $87,129Net Assets 2012: $5,724,6552012Assets 2013: $6,436,758Liabilities 2013: $0Net Assets 2013: $6,436,7582013Assets 2014: $6,957,626Liabilities 2014: $0Net Assets 2014: $6,957,6262014Assets 2015: $8,296,447Liabilities 2015: $0Net Assets 2015: $8,296,4472015Assets 2016: $7,843,414Liabilities 2016: $0Net Assets 2016: $7,843,4142016Assets 2017: $8,398,933Liabilities 2017: $0Net Assets 2017: $8,398,9332017Assets 2018: $9,769,519Liabilities 2018: $0Net Assets 2018: $9,769,5192018Assets 2019: $10,460,867Liabilities 2019: $5,386Net Assets 2019: $10,455,4812019Assets 2020: $11,163,792Liabilities 2020: $0Net Assets 2020: $11,163,7922020Assets 2021: $13,960,121Liabilities 2021: $243,952Net Assets 2021: $13,716,1692021Assets 2022: $12,195,041Liabilities 2022: $0Net Assets 2022: $12,195,0412022Assets 2023: $11,608,725Liabilities 2023: $1,101Net Assets 2023: $11,607,6242023Assets 2024: $12,605,782Liabilities 2024: $0Net Assets 2024: $12,605,7822024Assets 2025: $13,103,740Liabilities 2025: $0Net Assets 2025: $13,103,7402025

Highlighted filing

2017

Assets$8,398,933
Liabilities$0
Net Assets$8,398,933
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $257,8652011Expenses 2012: $291,6332012Expenses 2013: $309,7772013Revenue 2014: $691,623Expenses 2014: $309,081Net Income 2014: $382,5422014Revenue 2015: $1,892,286Expenses 2015: $313,211Net Income 2015: $1,579,0752015Revenue 2016: $116,369Expenses 2016: $362,062Net Income 2016: -$245,6932016Revenue 2017: $438,635Expenses 2017: $402,291Net Income 2017: $36,3442017Revenue 2018: $1,768,283Expenses 2018: $439,287Net Income 2018: $1,328,9962018Revenue 2019: $891,707Expenses 2019: $517,209Net Income 2019: $374,4982019Revenue 2020: $800,666Expenses 2020: $578,321Net Income 2020: $222,3452020Revenue 2021: $822,875Expenses 2021: $566,610Net Income 2021: $256,2652021Revenue 2022: $1,182,935Expenses 2022: $596,208Net Income 2022: $586,7272022Revenue 2023: $866,118Expenses 2023: $621,614Net Income 2023: $244,5042023Revenue 2024: $535,016Expenses 2024: $653,564Net Income 2024: -$118,5482024Revenue 2025: $662,971Expenses 2025: $667,064Net Income 2025: -$4,0932025

Highlighted filing

2017

Revenue$438,635
Expenses$402,291
Net Income$36,344
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 14, 2017
Return Version
2016v3.0
Gross Receipts
$438,635
Mission and Program Overview

Mission

The greenville symphony endowment fund manages endowment gifts for the benefit of the greenville symphony association.

The greenville symphony endowment fund, inc. Manages endowment gifts for the benefit of the greenville symphony association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,576,445$7,972,687▲ $396,242
Cash and Non-Interest-Bearing Accounts$258,609$400,051▲ $141,442
Accounts Receivable$8,360$26,195▲ $17,835
Total Assets$7,843,414$8,398,933▲ $555,519
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$7,843,414$8,398,933▲ $555,519
Total Net Assets Fund Balance$7,843,414$8,398,933▲ $555,519
Total Liabilities and Net Assets / Fund Balance$7,843,414$8,398,933▲ $555,519

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$7,843,414$101,863▲ $855,947$357,000$8,398,933
2015$8,296,448$84,560▼ $175,531$325,000$7,843,414
2014$6,957,626$1,361,395▲ $290,638$281,553$8,296,448
2013$6,436,758$323,104▲ $506,845$269,601$6,957,626
2012$5,811,783$125,685▲ $809,504$280,151$6,436,758
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
James K RumrillDirector
L Leon PattersonDirector
Mary Louise MimsDirector
Charles W WarneCommittee Ch
Robert E HowardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$101,863
Program Service Revenue
$0
Investment Income
$336,772
Other Revenue
$0
All Other Contributions
$101,863
Change in Net Assets
$36,344
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$402,291
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$357,000--$357,000
Fees for Service Investment Mgmnt Fees$45,148--$45,148
Office Expenses$143--$143
Total Functional Expenses$402,291$0$0$402,291
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 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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Members have equal rights to participate in the organization's approval of significant decisions.”

Form 990, Page 6, Part VI, Line 7A

“Greenville symphony endowment fund board members may seek new members as vacancies arise. The board itself will elect directors, subject to the consent of a majority of the board of the association as defined by the association by-laws.”

Form 990, Page 6, Part VI, Line 7B

“Members have equal rights to participate in the organization's approval of significant decisions. These decisions include, but are not limited to the following: filling vacancies in membership, addition of new members, approval of portfolio allocation, and approval of disbursements.”

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

“Trustees, controller and executive director have the opportunity to review and make any necessary changes to form 990 before filing.”

Form 990, Page 6, Part VI, Line 12C

“A policy is in effect as written in the organization by-laws.”

Form 990, Page 6, Part VI, Line 19

“By request and available free on guidestar website.”

Filing and Contact Details

Filer

Filer Name
Greenville Symphony Endowment Fund
EIN
57-1080206
Phone
8642320344
Address
200 SOUTH MAIN STREET, GREENVILLE, SC 29601

Signing Officer

Name
Charles W Warne
Title
Committee Chair
Phone
8642320344
Signed
2017-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles W Warne
Formed
1948
Legal Domicile
Sc
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Greene Finney & Horton Llp
Address
800 E WASHINGTON ST STE D, GREENVILLE, SC 29601-3054
Preparer
Susan Denise Eidson CPA
Phone
8642325204
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0281553
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0323104
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06957626
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0506845
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0269601
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt030063
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05811783
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0125685
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06436758
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0809504
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0280151
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS HAVE EQUAL RIGHTS TO PARTICIPATE IN THE ORGANIZATION'S APPROVAL OF SIGNIFICANT DECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GREENVILLE SYMPHONY ENDOWMENT FUND BOARD MEMBERS MAY SEEK NEW MEMBERS AS VACANCIES ARISE. THE BOARD ITSELF WILL ELECT DIRECTORS, SUBJECT TO THE CONSENT OF A MAJORITY OF THE BOARD OF THE ASSOCIATION AS DEFINED BY THE ASSOCIATION BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS HAVE EQUAL RIGHTS TO PARTICIPATE IN THE ORGANIZATION'S APPROVAL OF SIGNIFICANT DECISIONS. THESE DECISIONS INCLUDE, BUT ARE NOT LIMITED TO THE FOLLOWING: FILLING VACANCIES IN MEMBERSHIP, ADDITION OF NEW MEMBERS, APPROVAL OF PORTFOLIO ALLOCATION, AND APPROVAL OF DISBURSEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEES, CONTROLLER AND EXECUTIVE DIRECTOR HAVE THE OPPORTUNITY TO REVIEW AND MAKE ANY NECESSARY CHANGES TO FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A POLICY IS IN EFFECT AS WRITTEN IN THE ORGANIZATION BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BY REQUEST AND AVAILABLE FREE ON GUIDESTAR WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0570447452
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0GREENVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd029601
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0SC
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07843414
IRS990/TotalAssetsEOYAmt08398933
IRS990/TotalAssetsGrp/BOYAmt07843414
IRS990/TotalAssetsGrp/EOYAmt08398933
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0101863
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0402291
IRS990/TotalFunctionalExpensesGrp/TotalAmt0402291
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08398933
IRS990/TotalProgramServiceExpensesAmt0402291
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0336772
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0438635
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07843414
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08398933
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/USAddress/CityNm0GREENVILLE
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IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0HTTPS://GREENVILLESYMPHONY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES W WARNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COMMITTEE CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08642320344
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREENVILLE SYMPHONY ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0GREE
ReturnHeader/Filer/EIN0571080206
ReturnHeader/Filer/PhoneNum08642320344
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 SOUTH MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0GREENVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029601
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EA56E8B13340A78203715B984225993EAB02A7DA
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522212837
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREENE FINNEY & HORTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 E WASHINGTON ST STE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0296013054
ReturnHeader/PreparerPersonGrp/PhoneNum08642325204
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN DENISE EIDSON CPA
ReturnHeader/ReturnTs02017-10-11T16:56:19-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,398,933
Liabilities
$0
Net assets
$8,398,933
Revenue
$438,635
Expenses
$402,291
Net income
$36,344
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.1$0.00$13.1$0.66$0.67$0.00
2024Summary only. Only limited summary data is available for this year.$12.6$0.00$12.6$0.54$0.65$0.12
2023Summary only. Only limited summary data is available for this year.$11.6$0.00$11.6$0.87$0.62$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$0.00$12.2$1.18$0.60$0.59
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$0.24$13.7$0.82$0.57$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.00$11.2$0.80$0.58$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$0.01$10.5$0.89$0.52$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.77$0.00$9.77$1.77$0.44$1.33
2017Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$0.44$0.40$0.04
2016Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.12$0.36$0.25
2015Summary only. Only limited summary data is available for this year.$8.30$0.00$8.30$1.89$0.31$1.58
2014Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.69$0.31$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.44$0.00$6.44$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.81$0.09$5.72$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.16$0.00$6.16$0.26