Civic Intelligence

North Carolina Symphony Foundation

990 • Fiscal year 2014 • EIN 58-1495066

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 03, 2015

Organization ProfileN/A
3700 Glenwood Ave No 13027612

(919) 733-2750

Siviq Scores

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

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2014 filings • NTEE A • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

30th percentile

0.07x

Higher debt load relative to revenue than 30% of similar nonprofits.

2014 filings • NTEE A • $10M-$25M nonprofits • Source year 2014

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

2014 filings • NTEE A • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

10th percentile

$0

Higher top officer pay than 10% of similar nonprofits.

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

2014 filings • NTEE A • $10M-$25M nonprofits • Source year 2014

Asset Growth

53rd percentile

4.2%

Faster asset growth than 53% of similar nonprofits.

2014 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

42nd percentile

-2.6%

Faster revenue growth than 42% of similar nonprofits.

2014 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$11,858,941

Up $481,827 (+4.2%) from 2013

Net Assets

Up

$11,795,046

Up $486,069 (+4.3%) from 2013

Liabilities

Down

$63,895

Down $4,242 (-6.2%) from 2013

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin81st percentile

Revenue

$854,419

No earlier filing loaded for comparison.

Expenses

Up

$607,253

Up $87,974 (+17%) from 2013

Net Income

$247,166

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $9,526,015Liabilities 2011: $71,250Net Assets 2011: $9,454,7652011Assets 2012: $9,243,863Liabilities 2012: $70,547Net Assets 2012: $9,173,3162012Assets 2013: $11,377,114Liabilities 2013: $68,137Net Assets 2013: $11,308,9772013Assets 2014: $11,858,941Liabilities 2014: $63,895Net Assets 2014: $11,795,0462014Assets 2015: $11,861,370Liabilities 2015: $57,192Net Assets 2015: $11,804,1782015Assets 2016: $13,873,273Liabilities 2016: $48,562Net Assets 2016: $13,824,7112016Assets 2017: $15,128,292Liabilities 2017: $56,686Net Assets 2017: $15,071,6062017Assets 2018: $16,118,510Liabilities 2018: $219,945Net Assets 2018: $15,898,5652018Assets 2019: $16,550,282Liabilities 2019: $96,964Net Assets 2019: $16,453,3182019Assets 2020: $16,661,282Liabilities 2020: $87,665Net Assets 2020: $16,573,6172020Assets 2021: $19,944,867Liabilities 2021: $104,832Net Assets 2021: $19,840,0352021Assets 2022: $16,993,158Liabilities 2022: $117,824Net Assets 2022: $16,875,3342022Assets 2023: $20,864,565Liabilities 2023: $5,250Net Assets 2023: $20,859,3152023Assets 2024: $24,200,426Liabilities 2024: $6,826Net Assets 2024: $24,193,6002024

Highlighted filing

2014

Assets$11,858,941
Liabilities$63,895
Net Assets$11,795,046
Open 2014 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $925,647Expenses 2011: $516,220Net Income 2011: $409,4272011Expenses 2012: $470,1822012Expenses 2013: $519,2792013Revenue 2014: $854,419Expenses 2014: $607,253Net Income 2014: $247,1662014Revenue 2015: $553,624Expenses 2015: $568,618Net Income 2015: -$14,9942015Revenue 2016: $2,705,081Expenses 2016: $651,899Net Income 2016: $2,053,1822016Revenue 2017: $1,869,097Expenses 2017: $702,003Net Income 2017: $1,167,0942017Revenue 2018: $1,722,644Expenses 2018: $888,382Net Income 2018: $834,2622018Revenue 2019: $940,571Expenses 2019: $896,820Net Income 2019: $43,7512019Revenue 2020: $776,529Expenses 2020: $928,899Net Income 2020: -$152,3702020Revenue 2021: $2,402,559Expenses 2021: $899,499Net Income 2021: $1,503,0602021Revenue 2022: $1,631,710Expenses 2022: $922,566Net Income 2022: $709,1442022Revenue 2023: $3,422,969Expenses 2023: $1,002,384Net Income 2023: $2,420,5852023Revenue 2024: $1,971,618Expenses 2024: $1,086,126Net Income 2024: $885,4922024

Highlighted filing

2014

Revenue$854,419
Expenses$607,253
Net Income$247,166
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 3, 2015
Return Version
2013v4.0
Gross Receipts
$7,001,126
Mission and Program Overview

Mission

To receive and hold the endowment of the north carolina symphony society, inc. (the "society"), solicit additions to the endowment, safeguard assets, and expend funds for the exclusive use and benefit of the society.

To provide support to the north carolina symphony society and to solicit additions to its endowment for the exclusive use and benefit of the north carolina symphony society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,114,654$8,931,469▲ $816,815
Pledges and Grants Receivable$346,460$255,970▼ $90,490
Accounts Receivable$133,886$111,170▼ $22,716
Total Assets$11,377,114$11,858,941▲ $481,827
Other Assets Total$2,782,114$2,560,332▼ $221,782
Liabilities
Other Liabilities$68,137$63,895▼ $4,242
Total Liabilities$68,137$63,895▼ $4,242
Net Assets / Fund Balance
Permanently Rstr Net Assets$10,392,358$10,530,957▲ $138,599
Unrestricted Net Assets$916,619$1,264,089▲ $347,470
Total Net Assets Fund Balance$11,308,977$11,795,046▲ $486,069
Total Liabilities and Net Assets / Fund Balance$11,377,114$11,858,941▲ $481,827

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$226,739--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$8,117,897$459,794▲ $869,090$525,629$8,921,152
2012$7,709,148$261,568▲ $600,198$453,017$8,117,897
2011$8,004,635$173,026▼ $44,687$423,826$7,709,148
2010$6,994,083$113,568▲ $1,393,438$496,454$8,004,635
2009$6,611,561$45,475▲ $746,729$409,682$6,994,083
Compensation and Service Providers
Top Officer Pay10th percentile

Board Members and Trustees

NameTitle
Robert N EbyPresident
Richard L DaughertyVice President
Jeffrey a CorbettEx-officio Member
Bonnie MedingerMember
Carroll ClancyMember
Christopher P AndersonMember
David HeuserMember
Donald M RorkeMember
John L JerniganMember
Josiah Stevenson IvMember
Margaret S GlassMember
Mark LeitheMember
Matthew SegalMember
R Peyton Woodson IiiMember
Thomas L Norris JrMember
Wm Charles HeltonMember
Susan MontgomerySecretary
Edward M ComanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$132,231
Program Service Revenue
$0
Investment Income
$722,188
Other Revenue
$0
All Other Contributions
$132,231
Change in Net Assets
$247,166

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$99,907Fair Market Value
Total Noncash Contributions2$99,907-

Audited Revenue Reconciliation

Revenue per Audited Statements
$854,419
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$238,903
Total Revenue per Audited Statements
$1,093,322
Total Revenue per Form 990
$854,419
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$607,253
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$525,629--$525,629
Fees for Service Investment Mgmnt Fees-$65,162-$65,162
Fees for Services Accounting-$19,150-$19,150
Other Expenses-$-2,848-$-2,848
Total Functional Expenses$525,629$81,624$0$607,253

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$607,253
Expenses Not Reported on Financial Statements$525,629
Other Expense Adjustments$525,629
Expenses per Audited Statements$81,624
Total Expenses per Audited Statements$81,624
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Donors of Charitable Remainder Trusts$63,895
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The 990 (excluding schedule b) is reviewed and approved by the audit subcommittee. The form 990 (excluding schedule b) is then made available to all board members prior to filing.”

Form 990, Part VI, Section B, Line 12C

“North carolina symphony has a conflict of interest policy which all trustees and employees are required to complete on an annual basis.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

EIN
58-1495066
Phone
9197332750

Signing Officer

Name
Edward M Coman
Title
President
Phone
9197332750
Signed
2015-02-03

Organization Details

Principal Officer
Sandi Ma Macdonald
Formed
1982
Legal Domicile
Nc
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
0

Preparer

Preparer
Adrienne Mckinney
Phone
3362724551
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in split-interest agreements 6,368.”

Financial Statement Notes

PART X, LINE 2:

“Management has evaluated the symphony's tax positions and concluded that the symphony had taken no uncertain tax positions that require adjustment to the consolidated financial statements to comply with the provisions of the income taxes topic of the fasb asc. With few exceptions, the symphony is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for fiscal years before 2011.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in split-interest agreeements 6,368.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Allocation of earnings to nc symphony society 356,283. Foundation endowment payment of campaign fundraising cost 169,346.”

Raw XML AppendixShowing 400 of 508 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.

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IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0226347
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0226347
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08114654
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08931469
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06146707
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE FOUNDATION SHALL BE TO RECEIVE AND HOLD THE ENDOWMENT OF THE NORTH CAROLINA SYMPHONY SOCIETY, INCORPORATED (THE "SOCIETY") AND SOLICIT ADDITIONS TO THE ENDOWMENT, SAFEGUARD ENDOWMENT ASSETS IN A MANNER CONSISTENT WITH PRUDENT INVESTMENT OF ENDOWMENT FUNDS, AND EXPEND ENDOWMENT INCOME AND CAPITAL FOR THE EXCLUSIVE USE AND BENEFIT OF THE SOCIETY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt011308977
IRS990/NetAssetsOrFundBalancesEOYAmt011795046
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0495841
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0495841
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0232535
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02782114
IRS990/OtherAssetsTotalGrp/EOYAmt02560332
IRS990/OtherChangesInNetAssetsAmt06368
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1ADJ-CASH SURRENDER VALU
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0160
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-2848
IRS990/OtherExpensesGrp/TotalAmt0160
IRS990/OtherExpensesGrp/TotalAmt1-2848
IRS990/OtherLiabilitiesGrp/BOYAmt068137
IRS990/OtherLiabilitiesGrp/EOYAmt063895
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0525629
IRS990/PaymentsToAffiliatesGrp/TotalAmt0525629
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt010392358
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010530957
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0346460
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0255970
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SANDI MA MACDONALD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01994890
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0246866
IRS990/PYOtherExpensesAmt0519279
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01722477
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0519279
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02241756
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0247166
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0560556755
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0525629
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10NORTH CAROLINA SYMPHONY SOCIETY INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0525629
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08117897
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0459794
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08921152
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0869090
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0525629
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07709148
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0261568
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08117897
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0600198
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0453017
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08004635
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0173026
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07709148
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-44687
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0423826
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06994083
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0113568
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08004635
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01393438
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0496454
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06611561
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt045475
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06994083
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0746729
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0409682
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0525629
IRS990ScheduleD/ExpensesSubtotalAmt081624
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0232535
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02248715
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt184878
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2226739
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONTRIBUTIONS FROM CHARITABLE REMAINDER AND LEAD TRUSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ASSETS HELD IN CHARITABLE REMAINDER TRUSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2CASH VALUE OF LIFE INSURANCE
IRS990ScheduleD/OtherExpensesNotIncludedAmt0525629
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt063895
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO DONORS OF CHARITABLE REMAINDER TRUSTS
IRS990ScheduleD/OtherRevenueAmt06368
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.91270
IRS990ScheduleD/RevenueNotReportedAmt0238903
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0854419
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS EVALUATED THE SYMPHONY'S TAX POSITIONS AND CONCLUDED THAT THE SYMPHONY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE INCOME TAXES TOPIC OF THE FASB ASC. WITH FEW EXCEPTIONS, THE SYMPHONY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2011.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN SPLIT-INTEREST AGREEEMENTS 6,368.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ALLOCATION OF EARNINGS TO NC SYMPHONY SOCIETY 356,283. FOUNDATION ENDOWMENT PAYMENT OF CAMPAIGN FUNDRAISING COST 169,346.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.08730
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02560332
IRS990ScheduleD/TotalExpensesPerForm990Amt0607253
IRS990ScheduleD/TotalLiabilityAmt063895
IRS990ScheduleD/TotalRevenuePerForm990Amt0854419
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01093322
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt081624
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt099907
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 (EXCLUDING SCHEDULE B) IS REVIEWED AND APPROVED BY THE AUDIT SUBCOMMITTEE. THE FORM 990 (EXCLUDING SCHEDULE B) IS THEN MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NORTH CAROLINA SYMPHONY HAS A CONFLICT OF INTEREST POLICY WHICH ALL TRUSTEES AND EMPLOYEES ARE REQUIRED TO COMPLETE ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN SPLIT-INTEREST AGREEMENTS 6,368.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,858,941
Liabilities
$63,895
Net assets
$11,795,046
Revenue
$854,419
Expenses
$607,253
Net income
$247,166
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.2$0.01$24.2$1.97$1.09$0.89
2023Summary only. Only limited summary data is available for this year.$20.9$0.01$20.9$3.42$1.00$2.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$0.12$16.9$1.63$0.92$0.71
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.9$0.10$19.8$2.40$0.90$1.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$0.09$16.6$0.78$0.93$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$0.10$16.5$0.94$0.90$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$0.22$15.9$1.72$0.89$0.83
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.06$15.1$1.87$0.70$1.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$0.05$13.8$2.71$0.65$2.05
2015Summary only. Only limited summary data is available for this year.$11.9$0.06$11.8$0.55$0.57$0.01
2014Detailed filing. Detailed filing data is available for this year.$11.9$0.06$11.8$0.85$0.61$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$0.07$11.3$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.24$0.07$9.17$0.47
2011Summary only. Only limited summary data is available for this year.$9.53$0.07$9.45$0.93$0.52$0.41