Symphony League Endowment Fund

990EZ • Fiscal year 2013 • EIN 57-6027679

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 13, 2013

Organization Profile None

1761 Shady Lane29206

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-21%

Higher net margin than 15% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-1.2%

Faster asset growth than 43% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-14%

Faster revenue growth than 28% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$323,804

Down $3,934 (-1.2%) from 2012

Net Assets

Down

$323,804

Down $3,934 (-1.2%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin15th percentile

Revenue

Down

$18,540

Down $2,936 (-14%) from 2012

Expenses

$22,474

Up $644 (+3.0%) from 2012

Net Income

Down

-$3,934

Down $3,580 (-1011%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

Highlighted filing

2013

Assets$323,804

Liabilities$0

Net Assets$323,804

Open 2013 Filing

Operations Trend

Revenue Growth28th percentile

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

Highlighted filing

2013

Revenue$18,540

Expenses$22,474

Net Income-$3,934

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Nov 13, 2013
Return Version: 2012v2.1

Mission and Program Overview

Mission

Support SC Philharmonic Orchestra

Filing and Contact Details

Filer

EIN: 57-6027679

Raw XML Appendix137 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/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	327738
IRS990EZ/CashSavingsAndInvestments/EOY	0	323804
IRS990EZ/ContributionsGiftsGrantsEtc	0	6081
IRS990EZ/CostOtherBasisAndSalesExpenses	0	47616
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	-3934
IRS990EZ/FeesAndOthPymtToIndContractors	0	4250
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/GainOrLossFromSaleOfAssets	0	-50
IRS990EZ/GrantsAndSimilarAmountsPaid	0	18000
IRS990EZ/GrossAmountFromSaleOfAssets	0	47566
IRS990EZ/GrossReceipts	0	66156
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InvestmentIncome	0	12509
IRS990EZ/LandAndBuildings/BOY	0	0
IRS990EZ/LandAndBuildings/EOY	0	0
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingAccrual	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	327738
IRS990EZ/NetAssetsOrFundBalancesBOY	0	327738
IRS990EZ/NetAssetsOrFundBalances/EOY	0	323804
IRS990EZ/NetAssetsOrFundBalancesEOY	0	323804
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	0.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	0.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	0.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	Alice Caskey
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	Elizabeth Carswell
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	Brenda Argoe
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Chairman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	Secretary
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherAssetsTotal/BOY	0	0
IRS990EZ/OtherAssetsTotal/EOY	0	0
IRS990EZ/OtherExpensesTotal	0	224
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	Support SC Philharmonic Orchestra
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	The Fund donated 18000 to the Symphony League which was in turn donated to the SC Symphony Orchestra
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	0
IRS990EZ/SumOfTotalLiabilities/EOY	0	0
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	1761 Shady Lane
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	Columbia
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	SC
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	29206
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	Alice Caskey
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	8034226693
IRS990EZ/TotalAssets/BOY	0	327738
IRS990EZ/TotalAssets/EOY	0	323804
IRS990EZ/TotalExpenses	0	22474
IRS990EZ/TotalProgramServiceExpenses	0	0
IRS990EZ/TotalRevenue	0	18540
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	None
IRS990ScheduleA/CommunityTrust170b1Avi	0	X
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear	0	6081
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year	0	2175
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years	0	8362
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years	0	7497
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years	0	9037
IRS990ScheduleA/GiftsGrantsContribReceived170/Total	0	33152
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear	0	12509
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year	0	11713
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years	0	11261
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years	0	9381
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years	0	13276
IRS990ScheduleA/GrossInvestmentIncome170/Total	0	58140
IRS990ScheduleA/PublicSupportPertcentage170	0	0.36310
IRS990ScheduleA/PublicSupportPertcentPriorYear	0	0.37300
IRS990ScheduleA/PublicSupportTotal170	0	33152
IRS990ScheduleA/ThirtyThreePercntTestsCY170	0	X
IRS990ScheduleA/Total170/CurrentTaxYear	0	6081
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year	0	2175
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years	0	8362
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years	0	7497
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years	0	9037
IRS990ScheduleA/Total170/Total	0	33152
IRS990ScheduleA/TotalSupport	0	91292
IRS990ScheduleO/GeneralExplanation/Explanation	0	Activity A2 Supported Organization Grantee Symphony League Street 721 Lady St City, State, Zip Columbia SC 29206 Amount 18,000
IRS990ScheduleO/GeneralExplanation/Explanation	1	Description Amount Bank fees 80 Insurance 106 Other 38
IRS990ScheduleO/GeneralExplanation/Identifier	0	O01
IRS990ScheduleO/GeneralExplanation/Identifier	1	O02
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	Description of other expenses Part I line 16
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	576027679
ReturnHeader/Filer/Name/BusinessNameLine1	0	Symphony League Endowment Fund
ReturnHeader/Filer/NameControl	0	SYMP
ReturnHeader/Filer/USAddress/AddressLine1	0	1761 Shady Lane
ReturnHeader/Filer/USAddress/City	0	Columbia
ReturnHeader/Filer/USAddress/State	0	SC
ReturnHeader/Filer/USAddress/ZIPCode	0	29206
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-11-13
ReturnHeader/Officer/Name	0	Alice Caskey
ReturnHeader/Officer/Phone	0	8034226693
ReturnHeader/Officer/Title	0	Treasurer
ReturnHeader/PreparerFirm/EIN	0	562057602
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	Clark Eustace Wagner PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	121 Executive Ctr Dr Ste 102
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Columbia
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	29210
ReturnHeader/Preparer/Name	0	Walda Wildman
ReturnHeader/Preparer/Phone	0	8037984302
ReturnHeader/Preparer/SelfEmployed	0	X
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-11-19T14:47:05-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $323,804
Liabilities: $0
Net assets: $323,804
Revenue: $18,540
Expenses: $22,474
Net income: -$3,934

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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