Civic Intelligence

Greenville Symphony Endowment Fund Inc.

990 • Fiscal year 2019 • EIN 57-1080206

Jun 01, 2018 to May 31, 2019 • Filed on Sep 30, 2019

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

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.01x

Higher debt load relative to revenue than 7% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

61st percentile

7.1%

Faster asset growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-50%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$10,460,867

Up $691,348 (+7.1%) from 2018

Net Assets

Up

$10,455,481

Up $685,962 (+7.0%) from 2018

Liabilities

Up

$5,386

Up $5,386 from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin88th percentile

Revenue

Down

$891,707

Down $876,576 (-50%) from 2018

Expenses

Up

$517,209

Up $77,922 (+18%) from 2018

Net Income

Down

$374,498

Down $954,498 (-72%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2019

Assets$10,460,867
Liabilities$5,386
Net Assets$10,455,481
Open 2019 Filing

Operations Trend

Revenue Growth5th 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

2019

Revenue$891,707
Expenses$517,209
Net Income$374,498
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Sep 30, 2019
Return Version
2018v3.1
Gross Receipts
$2,834,696
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$9,539,155$9,927,125▲ $387,970
Cash and Non-Interest-Bearing Accounts$230,364$533,717▲ $303,353
Accounts Receivable-$25-
Total Assets$9,769,519$10,460,867▲ $691,348
Liabilities
Accounts Payable and Accrued Expenses-$5,386-
Total Liabilities$0$5,386▲ $5,386
Net Assets / Fund Balance
Permanently Rstr Net Assets$9,769,519$10,455,480▲ $685,961
Unrestricted Net Assets-$1-
Total Net Assets Fund Balance$9,769,519$10,455,481▲ $685,962
Total Liabilities and Net Assets / Fund Balance$9,769,519$10,460,867▲ $691,348

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$9,769,519$598,018▲ $605,152$439,373$10,455,481
2017$8,398,933$1,163,577▲ $646,297$380,016$9,769,519
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
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
Robert E HowardChair
L Leon PattersonVice-chairma
Susan PriesterDirector
Charles W WarneSecretary
Mary Louise MimsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$598,018
Program Service Revenue
$0
Investment Income
$293,689
Other Revenue
$0
All Other Contributions
$598,018
Change in Net Assets
$374,498

Audited Revenue Reconciliation

Revenue per Audited Statements
$813,923
Revenue Not Reported on Financial Statements
$77,784
Revenue Not Reported on Form 990
$311,464
Other Revenue Adjustments
$77,784
Total Revenue per Audited Statements
$1,125,387
Total Revenue per Form 990
$891,707
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$517,209
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$439,373--$439,373
Fees for Service Investment Mgmnt Fees$77,784--$77,784
Office Expenses$52--$52
Total Functional Expenses$517,209$0$0$517,209

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$517,209
Expenses per Audited Statements$439,425
Total Expenses per Audited Statements$439,425
Expenses Not Reported on Financial Statements$77,784
Other Expense Adjustments$77,784
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

“Greenville symphony association board of directors has the power to elect the greenville symphony endowment fund board, therefore greenville symphony directors have equal rights to participate in the endowment'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
Robert E Howard
Title
Chair
Phone
8642320344
Signed
2019-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert E Howard
Formed
1948
Legal Domicile
Sc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Greene Finney Llp
Address
211 EAST BUTLER ROAD STE C-6, MAULDIN, SC 29662
Preparer
Susan Denise Eidson CPA
Phone
8644517381
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Investment fees/expenses -77,784 investment fees/expenses 77,784”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

“Investment fees/expenses 77,784”

Schedule D, Page 4, Part XII, Line 4B

“Investment fees/expenses 77,784”

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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/RevenueSubtotalAmt0813923
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT FEES/EXPENSES 77,784
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT FEES/EXPENSES 77,784
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 4B
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IRS990ScheduleD/TotalRevenuePerForm990Amt0891707
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0439425
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GREENVILLE SYMPHONY ASSOCIATION BOARD OF DIRECTORS HAS THE POWER TO ELECT THE GREENVILLE SYMPHONY ENDOWMENT FUND BOARD, THEREFORE GREENVILLE SYMPHONY DIRECTORS HAVE EQUAL RIGHTS TO PARTICIPATE IN THE ENDOWMENT'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/ExplanationTxt6INVESTMENT FEES/EXPENSES -77,784 INVESTMENT FEES/EXPENSES 77,784
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0GREENVILLE
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0GREENVILLE SYMPHONY ASSOCIATION
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IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-01-14 16:20:31Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum08642320344
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ReturnHeader/FilingSecurityInformation/IPTm010:19:49
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREENE FINNEY LLP
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ReturnHeader/PreparerPersonGrp/PhoneNum08644517381
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-24

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,460,867
Liabilities
$5,386
Net assets
$10,455,481
Revenue
$891,707
Expenses
$517,209
Net income
$374,498
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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