Civic Intelligence

Greenville Symphony Endowment Fund Inc.

990 • Fiscal year 2020 • EIN 57-1080206

Jun 01, 2019 to May 31, 2020 • Filed on Mar 04, 2021

Organization ProfileWWW.GREENVILLESYMPHONY.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

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

50th percentile

6.7%

Faster asset growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-10%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$11,163,792

Up $702,925 (+6.7%) from 2019

Net Assets

Up

$11,163,792

Up $708,311 (+6.8%) from 2019

Liabilities

Down

$0

Down $5,386 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin82nd percentile

Revenue

Down

$800,666

Down $91,041 (-10%) from 2019

Expenses

Up

$578,321

Up $61,112 (+12%) from 2019

Net Income

Down

$222,345

Down $152,153 (-41%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2020

Assets$11,163,792
Liabilities$0
Net Assets$11,163,792
Open 2020 Filing

Operations Trend

Revenue Growth27th 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

2020

Revenue$800,666
Expenses$578,321
Net Income$222,345
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Mar 4, 2021
Return Version
2019v5.2
Gross Receipts
$1,932,765
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$9,927,125$11,156,026▲ $1,228,901
Cash and Non-Interest-Bearing Accounts$533,717$7,017▼ $526,700
Accounts Receivable$25$749▲ $724
Savings and Temporary Cash Investments-$0-
Total Assets$10,460,867$11,163,792▲ $702,925
Liabilities
Accounts Payable and Accrued Expenses$5,386--
Total Liabilities$5,386$0▼ $5,386
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,455,481$11,163,792▲ $708,311
Net Assets Without Donor Restrictions-$0-
Total Net Assets Fund Balance$10,455,481$11,163,792▲ $708,311
Total Liabilities and Net Assets / Fund Balance$10,460,867$11,163,792▲ $702,925

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$10,455,481$579,770▲ $706,642$498,431$11,163,792
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
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Robert HowardChair
Leon PattersonVice-chair
Susan PriesterDirector
Charles WarneSecretary
Mary Louise MimsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$579,770
Program Service Revenue
$0
Investment Income
$220,775
Other Revenue
$121
All Other Contributions
$579,770
Change in Net Assets
$222,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$578,321
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$498,651--$498,651
Fees for Service Investment Mgmnt Fees$79,618--$79,618
Office Expenses$52--$52
Total Functional Expenses$578,321$0$0$578,321
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Organization's process to review form 990 trustees, controller and executive director have the opportunity to review and make any necessary chagnes to form 990 before filing.”

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

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

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available to the public upon request.”

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 Howard
Title
Chair
Phone
8642320344
Signed
2021-03-04
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Darverkelly Llp
Address
101 N MAIN STREET SUITE 1510, GREENVILLE, SC 29601
Preparer
Lesley Kelly
Phone
8647516556
Raw XML AppendixShowing 400 of 408 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A POLICY IS IN EFFECT AS WRITTEN IN THE ORGANIZATION BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,163,792
Liabilities
$0
Net assets
$11,163,792
Revenue
$800,666
Expenses
$578,321
Net income
$222,345
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
2020Detailed filing. Detailed filing data is available for this year.$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
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