Civic Intelligence

Symphony League Endowment Fund

990EZ • Fiscal year 2023 • EIN 57-6027679

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 18, 2023

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

4th percentile

-165%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

53rd percentile

2.5%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-82%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$421,715

Up $10,270 (+2.5%) from 2022

Net Assets

Up

$421,715

Up $10,270 (+2.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Down

$9,417

Down $44,181 (-82%) from 2022

Expenses

Up

$24,943

Up $674 (+2.8%) from 2022

Net Income

Down

-$15,526

Down $44,855 (-153%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2023

Assets$421,715
Liabilities$0
Net Assets$421,715
Open 2023 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

2023

Revenue$9,417
Expenses$24,943
Net Income-$15,526
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 18, 2023
Return Version
2022v5.0
Gross Receipts
$90,118
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.-$21,500
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA FAULKSecretary-$0--
JENNIFER SAVITZPresident-$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
2023-10-18
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 21,500”

Description of other expenses Part I line 16

“Description AmountInvestment Fees 2,693State Registration Fee 50”

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

“Description AmountUNREALIZED GAIN ON INVESTMENTS 25,796”

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/PhoneNum08034320553
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01203 LYTTLETON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CAMDEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029020
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0411445
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-1133
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021500
IRS990EZ/GrossReceiptsAmt090118
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010200
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0411445
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0421715
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0411445
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0421715
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/PersonNm0REBECCA FAULK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER SAVITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BOYD BLACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt025796
IRS990EZ/OtherExpensesTotalAmt02743
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/ProgramServiceExpensesAmt021500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt079568
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024943
IRS990EZ/TotalProgramServiceExpensesAmt021500
IRS990EZ/TotalRevenueAmt09417
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-circumstances test since it maintains a continuous solicitation program to maintain the account. Over the years the balance has grown, and the investment earnings frequently exceed the level of contributions. Each year the entity transfers some amount of investment earnings and principal to the SC Philharmonic. This fiscal year the amount was $21,500.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc010 Facts and Circumstances Test Part II line 17a or 17b
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt028890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04129
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02745
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt039952
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010200
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09380
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014002
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010534
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt054102
IRS990ScheduleA/PublicSupportCY170Pct00.42480
IRS990ScheduleA/PublicSupportPY170Pct00.20520
IRS990ScheduleA/PublicSupportTotal170Amt039952
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt028890
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02745
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt039952
IRS990ScheduleA/TotalSupportAmt094054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee SYMPHONY LEAGUE Street 500 TAYLOR ST, SUITE 300 City, State, Zip COLUMBIA, SC 29201Relationship PARENT Amount 21,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountInvestment Fees 2,693State Registration Fee 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountUNREALIZED GAIN ON INVESTMENTS 25,796
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
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0BOYD BLACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08037308144
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-18
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/PreparationDt02023-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerry W Stokes CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-31T08:07:09-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BOYD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLACK
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$421,715
Liabilities
$0
Net assets
$421,715
Revenue
$9,417
Expenses
$24,943
Net income
-$15,526
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