Civic Intelligence

Symphony League Endowment Fund

990EZ • Fiscal year 2021 • EIN 57-6027679

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 25, 2021

Organization ProfileNone
1203 Lyttleton StreetCamden, SC 29020

(803) 432-0553

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

32nd percentile

-2.1%

Higher net margin than 32% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

70th percentile

26%

Faster asset growth than 70% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

38%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$480,251

Up $98,143 (+26%) from 2020

Net Assets

Up

$480,251

Up $98,143 (+26%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin32nd percentile

Revenue

Up

$24,700

Up $6,860 (+38%) from 2020

Expenses

Up

$25,231

Up $1,332 (+5.6%) from 2020

Net Income

Up

-$531

Up $5,528 (+91%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2021

Assets$480,251
Liabilities$0
Net Assets$480,251
Open 2021 Filing

Operations Trend

Revenue Growth71st 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

2021

Revenue$24,700
Expenses$25,231
Net Income-$531
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 25, 2021
Return Version
2020v4.1
Gross Receipts
$55,003
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.-$21,000
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN DONGESChairman-$0--
JENNIFER SAVITZSecretary-$0--
BOYD BLACKTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Symphony League Endowment Fund
EIN
57-6027679
Address
1203 LYTTLETON STREET, CAMDEN, SC 29020

Signing Officer

Name
Boyd Black
Title
Treasurer
Phone
8037308144
Signed
2021-10-25
Discuss with paid preparer
No

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 21,000”

Description of other expenses Part I line 16

“Description AmountInvestment Fees 3,531”

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

“Description AmountUNREALIZED GAIN ON INVESTMENTS 98,674”

Raw XML Appendix149 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/PersonNm0BOYD BLACK
IRS990EZ/BooksInCareOfDetail/PhoneNum08034320553
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01203 LYTTLETON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CAMDEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029020
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0382108
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0480251
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04129
IRS990EZ/CostOrOtherBasisExpenseSaleAmt030303
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-531
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0382108
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0480251
IRS990EZ/GainOrLossFromSaleOfAssetsAmt010585
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021000
IRS990EZ/GrossReceiptsAmt055003
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09986
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0382108
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0480251
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0382108
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0480251
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/PersonNm2BOYD BLACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt098674
IRS990EZ/OtherExpensesTotalAmt03531
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/ProgramServiceExpensesAmt021000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt040888
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025231
IRS990EZ/TotalProgramServiceExpensesAmt021000
IRS990EZ/TotalRevenueAmt024700
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0This entity is an endowment investment account established to benefit the South Carolina Philharmonic Orchestra. It meets the facts-and-circumstance test since it maintains a continuous solicitation program to maintain the endowment account. Over the years the account balance has grown, and the investment earnings frequently exceed the level of contributions. Each year it transfers some amount of investment earnings and principal to the SC Philharmonic. This fiscal year the amount was $21,000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc010 Facts and Circumstances Test Part II line 17a or 17b
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02745
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt021834
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09986
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014002
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010534
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014770
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08742
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt058034
IRS990ScheduleA/PublicSupportCY170Pct00.27340
IRS990ScheduleA/PublicSupportPY170Pct00.30040
IRS990ScheduleA/PublicSupportTotal170Amt021834
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04129
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02745
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06707
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt021834
IRS990ScheduleA/TotalSupportAmt079868
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee SYMPHONY LEAGUE Street 500 TAYLOR ST, SUITE 300 City, State, Zip COLUMBIA, SC 29201Relationship PARENT Amount 21,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountInvestment Fees 3,531
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountUNREALIZED GAIN ON INVESTMENTS 98,674
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0BOYD BLACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08037308144
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SYMPHONY LEAGUE ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0SYMP
ReturnHeader/Filer/EIN0576027679
ReturnHeader/Filer/USAddress/AddressLine1Txt01203 LYTTLETON STREET
ReturnHeader/Filer/USAddress/CityNm0CAMDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029020
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/PreparationDt02021-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerry W Stokes CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-28T07:47:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BOYD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLACK
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$480,251
Liabilities
$0
Net assets
$480,251
Revenue
$24,700
Expenses
$25,231
Net income
-$531
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