Civic Intelligence

Symphony League Endowment Fund

990EZ • Fiscal year 2016 • EIN 57-6027679

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 11, 2016

Organization ProfileNONE
124 High HamptonColumbia, SC 29209

(803) 730-8144

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

10th percentile

-37%

Higher net margin than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

42nd percentile

-1.6%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-78%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$375,686

Down $6,108 (-1.6%) from 2015

Net Assets

Down

$375,686

Down $6,108 (-1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin10th percentile

Revenue

Down

$16,678

Down $59,355 (-78%) from 2015

Expenses

Down

$22,786

Down $687 (-2.9%) from 2015

Net Income

Down

-$6,108

Down $58,668 (-112%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

2016

Assets$375,686
Liabilities$0
Net Assets$375,686
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

2016

Revenue$16,678
Expenses$22,786
Net Income-$6,108
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 11, 2016
Return Version
2015v2.1
Gross Receipts
$16,678
Mission and Program Overview

Mission

Support SC Philharmonic Orchestra

Program Services

DescriptionGrantsExpenses
THE FUND DONATED 19800 TO THE SYMPHONY LEAGUE WHICH WAS IN TURN DONATED TO THE SC SYMPHONY ORCHESTRA--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALICE CASKEYTreasurer-$0--
ELIZABETH CARSWELLChairman-$0--
BRENDA ARGOESecretary-$0--
CAROLYN DONGESTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Symphony League Endowment Fund
EIN
57-6027679
Address
124 HIGH HAMPTON, COLUMBIA, SC 29209

Signing Officer

Name
Carolyn Donges
Title
Treasurer
Phone
8037308144
Signed
2016-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Clark Eustace Wagner Pa
Address
3790 FERNANDINA RD STE 303, COLUMBIA, SC 29210
Preparer
Walda Wildman
Phone
8037984302
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity a2 supported organization grantee symphony league street 500 taylor st suite 300 city, state, zip columbia, sc 29201amount 19,800”

Description of other expenses Part I line 16

“Description amountbank fees 120”

Raw XML Appendix144 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0CAROLYN DONGES
IRS990EZ/BooksInCareOfDetail/PhoneNum08037308144
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0124 HIGH HAMPTON
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0381794
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0375686
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06698
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6108
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02866
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0381794
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0375686
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01210
IRS990EZ/GrantsAndSimilarAmountsPaidAmt019800
IRS990EZ/GrossReceiptsAmt016678
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08770
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0381794
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0375686
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0381794
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0375686
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALICE CASKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELIZABETH CARSWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRENDA ARGOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAROLYN DONGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0120
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT SC PHILHARMONIC ORCHESTRA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FUND DONATED 19800 TO THE SYMPHONY LEAGUE WHICH WAS IN TURN DONATED TO THE SC SYMPHONY ORCHESTRA
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt01210
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022786
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt016678
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION WAS ESTABLISHED BY THE SYMPHONY LEAGUE OF THE SC PHILHARMONIC TO BUILD AN ENDOWMENT FOR THE SC PHILHARMONIC ORCHESTRA. THE ENDOWMENT IS A COMMUNITY TRUST AND RECEIVES FROM THE SYMPHONY LEAGUE ALL MEMORIALS AND HONORARIA DONATED TO IT AS WEKK AS NET PROCEEDS OF ANNUAL FUND RAISING PROJECTS. THE LEAGUE IS A 501(C)(3)PUBLIC CHARITY WHICH RECEIVES ITS SUPPORT FROM THE PUBLIC. AS A COMMUNITY TRUST WHICH IS TO PROVIDE ANNUAL SUPPORT FOR THE SC PHILHARMONIC, THE ENDOWMENTS ASSETS ARE INVESTED TO MAXIMIZE DIVIDEND AND INTEREST INCOME WHICH CAN PROVIDE THE FUNDS NECESSARY FOR THAT ANNUAL SUPPORT. ACCORDINGLY, EVEN WITH PUBLIC SUPPORT LESS THAN 33/13%, THE ENDOWMENT MEETS THE FACTS AND CIRCUMSTANCES TEST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc010 Facts and Circumstances Test Part II line 17a or 17b
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06698
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05315
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06081
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024719
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08771
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011311
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011552
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012509
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011713
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt055856
IRS990ScheduleA/PublicSupportCY170Pct00.30680
IRS990ScheduleA/PublicSupportPY170Pct00.31000
IRS990ScheduleA/PublicSupportTotal170Amt024719
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06698
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05315
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06081
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02175
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt024719
IRS990ScheduleA/TotalSupportAmt080575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY A2 SUPPORTED ORGANIZATION GRANTEE SYMPHONY LEAGUE STREET 500 TAYLOR ST SUITE 300 CITY, STATE, ZIP COLUMBIA, SC 29201AMOUNT 19,800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK FEES 120
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN DONGES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08037308144
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SYMPHONY LEAGUE ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0SYMP
ReturnHeader/Filer/EIN0576027679
ReturnHeader/Filer/USAddress/AddressLine1Txt0124 HIGH HAMPTON
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562057602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK EUSTACE WAGNER PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03790 FERNANDINA RD STE 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029210
ReturnHeader/PreparerPersonGrp/PhoneNum08037984302
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALDA WILDMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-12T10:52:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$375,686
Liabilities
$0
Net assets
$375,686
Revenue
$16,678
Expenses
$22,786
Net income
-$6,108
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