Civic Intelligence

Symphony League Endowment Fund

990EZ • Fiscal year 2012 • EIN 57-6027679

Jul 01, 2011 to Jun 30, 2012 • Filed on Jul 19, 2012

1761 Shady Lane29206
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

38th percentile

-1.6%

Higher net margin than 38% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

28th percentile

-11%

Faster asset growth than 28% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

62nd percentile

9.4%

Faster revenue growth than 62% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Assets

Down

$327,738

Down $42,507 (-11%) from 2011

Net Assets

Down

$327,738

Down $42,507 (-11%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

Up

$21,476

Up $1,853 (+9.4%) from 2011

Expenses

Up

$21,830

Up $1,149 (+5.6%) from 2011

Net Income

Up

-$354

Up $704 (+67%) from 2011

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $370,245Liabilities 2011: $0Net Assets 2011: $370,2452011Assets 2012: $327,738Liabilities 2012: $0Net Assets 2012: $327,7382012Assets 2013: $323,804Liabilities 2013: $0Net Assets 2013: $323,8042013Assets 2014: $329,234Liabilities 2014: $0Net Assets 2014: $329,2342014Assets 2015: $381,794Liabilities 2015: $0Net Assets 2015: $381,7942015Assets 2016: $375,686Liabilities 2016: $0Net Assets 2016: $375,6862016Assets 2017: $398,941Net Assets 2017: $398,9412017Assets 2018: $408,329Net Assets 2018: $408,3292018Assets 2019: $400,854Liabilities 2019: $0Net Assets 2019: $400,8542019Assets 2020: $382,108Liabilities 2020: $0Net Assets 2020: $382,1082020Assets 2021: $480,251Liabilities 2021: $0Net Assets 2021: $480,2512021Assets 2022: $411,445Liabilities 2022: $0Net Assets 2022: $411,4452022Assets 2023: $421,715Liabilities 2023: $0Net Assets 2023: $421,7152023Assets 2024: $448,411Liabilities 2024: $0Net Assets 2024: $448,4112024Assets 2025: $486,486Liabilities 2025: $0Net Assets 2025: $486,4862025

Highlighted filing

2012

Assets$327,738
Liabilities$0
Net Assets$327,738

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $19,623Expenses 2011: $20,681Net Income 2011: -$1,0582011Revenue 2012: $21,476Expenses 2012: $21,830Net Income 2012: -$3542012Revenue 2013: $18,540Expenses 2013: $22,474Net Income 2013: -$3,9342013Revenue 2014: $28,532Expenses 2014: $23,102Net Income 2014: $5,4302014Revenue 2015: $76,033Expenses 2015: $23,473Net Income 2015: $52,5602015Revenue 2016: $16,678Expenses 2016: $22,786Net Income 2016: -$6,1082016Revenue 2017: $15,449Expenses 2017: $22,488Net Income 2017: -$7,0392017Revenue 2018: $19,185Expenses 2018: $24,182Net Income 2018: -$4,9972018Revenue 2019: $13,279Expenses 2019: $23,253Net Income 2019: -$9,9742019Revenue 2020: $17,840Expenses 2020: $23,899Net Income 2020: -$6,0592020Revenue 2021: $24,700Expenses 2021: $25,231Net Income 2021: -$5312021Revenue 2022: $53,598Expenses 2022: $24,269Net Income 2022: $29,3292022Revenue 2023: $9,417Expenses 2023: $24,943Net Income 2023: -$15,5262023Revenue 2024: $74,944Expenses 2024: $26,423Net Income 2024: $48,5212024Revenue 2025: $22,989Expenses 2025: $25,551Net Income 2025: -$2,5622025

Highlighted filing

2012

Revenue$21,476
Expenses$21,830
Net Income-$354
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Jul 19, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

Support SC Philharmonic Orchestra

Filing and Contact Details

Filer

EIN
57-6027679
Raw XML Appendix146 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
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0370245
IRS990EZ/CashSavingsAndInvestments/EOY0327738
IRS990EZ/ContributionsGiftsGrantsEtc02175
IRS990EZ/CostOtherBasisAndSalesExpenses019522
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-354
IRS990EZ/FeesAndOthPymtToIndContractors04250
IRS990EZ/FiledScheduleA0true
IRS990EZ/GainOrLossFromSaleOfAssets07588
IRS990EZ/GrantsAndSimilarAmountsPaid017500
IRS990EZ/GrossAmountFromSaleOfAssets027110
IRS990EZ/GrossReceipts040998
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InvestmentIncome011713
IRS990EZ/LandAndBuildings/BOY00
IRS990EZ/LandAndBuildings/EOY00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY0370245
IRS990EZ/NetAssetsOrFundBalancesBOY0370245
IRS990EZ/NetAssetsOrFundBalances/EOY0327738
IRS990EZ/NetAssetsOrFundBalancesEOY0327738
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine101761 Shady Lane
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine111761 Shady Lane
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine121761 Shady Lane
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0Columbia
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1Columbia
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2Columbia
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0SC
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1SC
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2SC
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode029206
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode129206
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode229206
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Alice Caskey
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Donna Rone
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Cheryl Ridings
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Chairman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Secretary
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherChangesInNetAssets0-42153
IRS990EZ/OtherExpensesTotal080
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Support SC Philharmonic Orchestra
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0The Fund donated 16000 to the Symphony League which was in turn donated to the SC Symphony Orchestra
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations017500
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101761 Shady Lane
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Columbia
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0SC
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode029206
IRS990EZ/TheBooksAreInCareOf/NamePerson0Alice Caskey
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08034226693
IRS990EZ/TotalAssets/BOY0370245
IRS990EZ/TotalAssets/EOY0327738
IRS990EZ/TotalExpenses021830
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TotalRevenue021476
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0None
IRS990ScheduleA/AmountsSubstContributorsTotal04580
IRS990ScheduleA/CommunityTrust170b1Avi0X
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear02175
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year08362
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years07497
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years09037
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years011216
IRS990ScheduleA/GiftsGrantsContribReceived170/Total038287
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year011261
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years09381
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years013276
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years024665
IRS990ScheduleA/GrossInvestmentIncome170/Total058583
IRS990ScheduleA/PublicSupportPertcentage17000.34800
IRS990ScheduleA/PublicSupportPertcentPriorYear00.37300
IRS990ScheduleA/PublicSupportTotal170033707
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear02175
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year08362
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years07497
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years09037
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years011216
IRS990ScheduleA/Total170/Total038287
IRS990ScheduleA/TotalSupport096870
IRS990ScheduleO/GeneralExplanation/Explanation0Activity A2 Supported Organization Grantee Symphony League Address 721 Lady St Columbia SC 29206 Amount 17500
IRS990ScheduleO/GeneralExplanation/Explanation1Description Amount Bank fees 80
IRS990ScheduleO/GeneralExplanation/Explanation2Description Amount Adjust investments to cost basis 42153
IRS990ScheduleO/GeneralExplanation/Identifier001. List of grants and similar amounts paid (Part I, line 10)
IRS990ScheduleO/GeneralExplanation/Identifier102. Description of other expenses (Part I, line 16)
IRS990ScheduleO/GeneralExplanation/Identifier203. Other changes in net assets or fund balances (Part I, line 20)
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0576027679
ReturnHeader/Filer/Name/BusinessNameLine10Symphony League Endowment Fund
ReturnHeader/Filer/NameControl0SYMP
ReturnHeader/Filer/USAddress/AddressLine101761 Shady Lane
ReturnHeader/Filer/USAddress/City0Columbia
ReturnHeader/Filer/USAddress/State0SC
ReturnHeader/Filer/USAddress/ZIPCode029206
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-07-19
ReturnHeader/Officer/Name0Alice Caskey
ReturnHeader/Officer/Phone08034226693
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Walda Wildman LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10121 Executive Center Dr Suite 102
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Columbia
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode029210
ReturnHeader/Preparer/Name0Walda Wildman
ReturnHeader/Preparer/Phone08037984302
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-08T09:08:51-04:00

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.$4.86$0.00$4.86$0.23$0.26$0.03
2024Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.75$0.26$0.49
2023Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.09$0.25$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.54$0.24$0.29
2021Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.25$0.25$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.00$3.82$0.18$0.24$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.13$0.23$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.08$4.08$0.19$0.24$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.99$3.99$0.15$0.22$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.17$0.23$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.76$0.23$0.53
2014Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.29$0.23$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.24$0.00$3.24$0.19$0.22$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$0.00$3.28$0.21$0.22$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.70$0.00$3.70$0.20$0.21$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)3 • <$500k nonprofits