Civic Intelligence

Symphony League Endowment Fund

990EZ • Fiscal year 2017 • EIN 57-6027679

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 12, 2018

Organization ProfileNONE
124 High Hampton DriveColumbia, SC 29209

(803) 730-8144

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

9th percentile

-46%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

57th percentile

6.2%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

-7.4%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$398,941

Up $23,255 (+6.2%) from 2016

Net Assets

Up

$398,941

Up $23,255 (+6.2%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Down

$15,449

Down $1,229 (-7.4%) from 2016

Expenses

Down

$22,488

Down $298 (-1.3%) from 2016

Net Income

Down

-$7,039

Down $931 (-15%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2017

Assets$398,941
Liabilities-
Net Assets$398,941
Open 2017 Filing

Operations Trend

Revenue Growth37th 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

2017

Revenue$15,449
Expenses$22,488
Net Income-$7,039
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 12, 2018
Return Version
2016v3.0
Gross Receipts
$34,209
Mission and Program Overview

Mission

Support SC Philharmonic Orchestra

Support the sc philharmonic orchestra

Program Services

DescriptionGrantsExpenses
SUPPORT THE OPERATIONS OF THE SC PHILHARMONIC ORCHESTRA$19,500$19,500
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
Symphony League Endowment Fund
EIN
57-6027679
Phone
8037308144
Address
124 HIGH HAMPTON DRIVE, COLUMBIA, SC 29209

Signing Officer

Name
Carolyn Donges
Title
Treasurer
Phone
8037308144
Signed
2018-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Burkett Burkett & Burkett Cpas Pa
Address
PO BOX 2044, WEST COLUMBIA, SC 29171
Preparer
Allison H Ford CPA
Phone
8037943712
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Symphony league 500 taylor street, suite 300 columbia, sc 29201 19,500 0 0”

Form 990-ez, Part I, Line 16

“Expenses bank fees 125 total 125”

Form 990-ez, Part I, Line 20

“Unrealized gains on investments 37,458 prior period adjustment -7,164 unrealized gains of 37,458 and prior period adjustments of (7,164).”

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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CAROLYN DONGES
IRS990EZ/BooksInCareOfDetail/PhoneNum08037308144
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0124 HIGH HAMPTON DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0375686
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0398941
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06707
IRS990EZ/CostOrOtherBasisExpenseSaleAmt018760
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7039
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02863
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0375686
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0398941
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01569
IRS990EZ/GrantsAndSimilarAmountsPaidAmt019500
IRS990EZ/GrossReceiptsAmt034209
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07173
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0375686
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0398941
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0375686
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0398941
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH CARSWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRENDA ARGOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROLYN DONGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt030294
IRS990EZ/OtherExpensesTotalAmt0125
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT THE SC PHILHARMONIC ORCHESTRA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT THE OPERATIONS OF THE SC PHILHARMONIC ORCHESTRA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt020329
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022488
IRS990EZ/TotalProgramServiceExpensesAmt019500
IRS990EZ/TotalRevenueAmt015449
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 WELL AS NET PROCEEDS OF ANNUAL FUNDRAISING 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 ENDOWMENT'S ASSETS ARE INVESTED TO MAXIMIZE THE DIVIDEND AND INTEREST INCOME WHICH CAN PROVIDE THE FUNDS NECESSARY FOR THAT ANNUAL SUPPORT. ACCORDINGLY, EVEN WITH PUBLIC SUPPORT LESS THAN 33 1/3%, THE ENDOWMENT MEETS THE 10% FACTS AND CIRCUMSTANCES TEST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 17B
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06698
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05315
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06081
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt029251
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08742
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08771
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011311
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011552
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012509
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt052885
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07173
IRS990ScheduleA/PublicSupportCY170Pct00.35610
IRS990ScheduleA/PublicSupportPY170Pct00.30680
IRS990ScheduleA/PublicSupportTotal170Amt029251
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06707
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06698
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05315
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06081
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt029251
IRS990ScheduleA/TotalSupportAmt082136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SYMPHONY LEAGUE 500 TAYLOR STREET, SUITE 300 COLUMBIA, SC 29201 19,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK FEES 125 TOTAL 125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAINS ON INVESTMENTS 37,458 PRIOR PERIOD ADJUSTMENT -7,164 UNREALIZED GAINS OF 37,458 AND PRIOR PERIOD ADJUSTMENTS OF (7,164).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN DONGES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08037308144
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SYMPHONY LEAGUE ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0SYMP
ReturnHeader/Filer/EIN0576027679
ReturnHeader/Filer/PhoneNum08037308144
ReturnHeader/Filer/USAddress/AddressLine1Txt0124 HIGH HAMPTON DRIVE
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029209
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05EC5E4A84E1F222CA09EF68AA5E8E2356AC1A0EB
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570692602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURKETT BURKETT & BURKETT CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2044
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST COLUMBIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029171
ReturnHeader/PreparerPersonGrp/PhoneNum08037943712
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON H FORD CPA
ReturnHeader/ReturnTs02018-01-17T14:49:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$398,941
Liabilities
-
Net assets
$398,941
Revenue
$15,449
Expenses
$22,488
Net income
-$7,039
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