Civic Intelligence

Symphony League Endowment Fund

990EZ • Fiscal year 2019 • EIN 57-6027679

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 15, 2019

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

6th percentile

-75%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

41st percentile

-1.8%

Faster asset growth than 41% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-31%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$400,854

Down $7,475 (-1.8%) from 2018

Net Assets

Down

$400,854

Down $7,475 (-1.8%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin6th percentile

Revenue

Down

$13,279

Down $5,906 (-31%) from 2018

Expenses

Down

$23,253

Down $929 (-3.8%) from 2018

Net Income

Down

-$9,974

Down $4,977 (-100%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2019

Assets$400,854
Liabilities$0
Net Assets$400,854
Open 2019 Filing

Operations Trend

Revenue Growth17th 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

2019

Revenue$13,279
Expenses$23,253
Net Income-$9,974
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 15, 2019
Return Version
2018v3.1
Gross Receipts
$43,727
Mission and Program Overview

Mission

Support SC Philharmonic Orchestra

Operations of SC Philharmonic Orchestra

Program Services

DescriptionGrantsExpenses
Thse funds are used to support the operations of the SC Philharmonic Orchestra-$20,000
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN DONGESChairman-$0--
JENNIFER SAVITZSecretary-$0--
CAROL LYNN HODGETreasurer-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Carol Hodge
Title
Treasurer
Phone
8037308144
Signed
2019-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Stokes & Messier LLC
Address
PO Box 115, Lugoff, SC 29078
Preparer
Jerry W Stokes CPA
Phone
8034080005
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Grantee SYMPHONY LEAGUE Street 500 TAYLOR ST, SUITE 300 City, State, Zip COLUMBIA, SC 29201Relationship PARENT Amount 20,000”

Description of other expenses Part I line 16

“Description AmountBANK FEES 125”

Other changes in net assets or fund balances Part I line 20

“Description AmountUNREALIZED GAINS ON INVESTMENTS 2,500ROUNDING (1)”

Raw XML Appendix150 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0CAROL LYNN HODGE
IRS990EZ/BooksInCareOfDetail/PhoneNum08037308144
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0124 HIGH HAMPTON DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Columbia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029209
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0408329
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0400854
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IRS990EZ/ContributionsGiftsGrantsEtcAmt02745
IRS990EZ/CostOrOtherBasisExpenseSaleAmt030448
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9974
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03128
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt0408329
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0400854
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02071
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020000
IRS990EZ/GrossReceiptsAmt043727
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08463
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0408329
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0400854
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0408329
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0400854
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROLYN DONGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER SAVITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAROL LYNN HODGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt02499
IRS990EZ/OtherExpensesTotalAmt0125
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Operations of SC Philharmonic Orchestra
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Thse funds are used to support the operations of the SC Philharmonic Orchestra
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt032519
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023253
IRS990EZ/TotalProgramServiceExpensesAmt020000
IRS990EZ/TotalRevenueAmt013279
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02745
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06698
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt025015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010534
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014770
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08742
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08771
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011311
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt054128
IRS990ScheduleA/PublicSupportCY170Pct00.31610
IRS990ScheduleA/PublicSupportPY170Pct00.33340
IRS990ScheduleA/PublicSupportTotal170Amt025015
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02745
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06707
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06698
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04450
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt025015
IRS990ScheduleA/TotalSupportAmt079143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee SYMPHONY LEAGUE Street 500 TAYLOR ST, SUITE 300 City, State, Zip COLUMBIA, SC 29201Relationship PARENT Amount 20,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBANK FEES 125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountUNREALIZED GAINS ON INVESTMENTS 2,500ROUNDING (1)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL HODGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08037308144
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SYMPHONY LEAGUE ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0SYMP
ReturnHeader/Filer/EIN0576027679
ReturnHeader/Filer/USAddress/AddressLine1Txt0124 HIGH HAMPTON DRIVE
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029209
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-09-05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.2.56.60
ReturnHeader/FilingSecurityInformation/IPDt02019-09-05
ReturnHeader/FilingSecurityInformation/IPTm014:03:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823388795
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOKES & MESSIER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lugoff
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029078
ReturnHeader/PreparerPersonGrp/PhoneNum08034080005
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerry W Stokes CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-29T12:23:30-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$400,854
Liabilities
$0
Net assets
$400,854
Revenue
$13,279
Expenses
$23,253
Net income
-$9,974
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