Civic Intelligence

North Carolina Symphony Foundation

990 • Fiscal year 2015 • EIN 58-1495066

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 08, 2016

Organization ProfileWWW.NCSYMPHONY.ORG
3700 Glenwood Ave No 130Raleigh, NC 27612

(919) 733-2750

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2015 filings • NTEE A • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

33rd percentile

0.10x

Higher debt load relative to revenue than 33% of similar nonprofits.

2015 filings • NTEE A • $10M-$25M nonprofits • Source year 2015

Net Margin

39th percentile

-2.7%

Higher net margin than 39% of similar nonprofits.

2015 filings • NTEE A • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

5th percentile

$0

Higher top officer pay than 5% of similar nonprofits.

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

2015 filings • NTEE A • $10M-$25M nonprofits • Source year 2015

Asset Growth

56th percentile

0.0%

Faster asset growth than 56% of similar nonprofits.

2015 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-35%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets17th percentile

Assets

Flat

$11,861,370

Flat from 2015

Net Assets

Flat

$11,804,178

Flat from 2015

Liabilities

Flat

$57,192

Flat from 2015

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin39th percentile

Revenue

Flat

$553,624

Flat from 2015

Expenses

Flat

$568,618

Flat from 2015

Net Income

Flat

-$14,994

Flat from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th 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 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

2015

Assets$11,861,370
Liabilities$57,192
Net Assets$11,804,178
Open 2015 Filing

Operations Trend

Revenue Growth12th 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 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

2015

Revenue$553,624
Expenses$568,618
Net Income-$14,994
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 8, 2016
Return Version
2014v6.0
Gross Receipts
$636,887
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$8,931,469$9,110,423▲ $178,954
Pledges and Grants Receivable$255,970$208,494▼ $47,476
Accounts Receivable$111,170$166,300▲ $55,130
Total Assets$11,858,941$11,861,370▲ $2,429
Other Assets Total$2,560,332$2,376,153▼ $184,179
Liabilities
Other Liabilities$63,895$57,192▼ $6,703
Total Liabilities$63,895$57,192▼ $6,703
Net Assets / Fund Balance
Permanently Rstr Net Assets$10,530,957$10,762,341▲ $231,384
Unrestricted Net Assets$1,264,089$1,041,837▼ $222,252
Total Net Assets Fund Balance$11,795,046$11,804,178▲ $9,132
Total Liabilities and Net Assets / Fund Balance$11,858,941$11,861,370▲ $2,429

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$230,783--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$8,921,152$380,803▲ $280,196$485,507$9,096,644
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
Compensation and Service Providers
Top Officer Pay5th percentile

Board Members and Trustees

NameTitle
Mr Edward M ComanPresident
Mr Richard L DaughertyVice President
Mr Jeffrey a CorbettEx-officio Member
Dr Mark E LeitheMember
Dr Robert N EbyMember
Dr Warner HallMember
Dr Wm Charles HeltonMember
Mr David HeuserMember
Mr Donald M RorkeMember
Mr John L JerniganMember
Mr Josiah Stevenson IvMember
Mr Thomas H RobergMember
Mr Thomas L NorrisMember
Mrs Bonnie MedingerMember
Mrs Carroll ClancyMember
Mrs Susan MontgomerySecretary
Col Matt SegalTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$231,447
Program Service Revenue
$0
Investment Income
$322,177
Other Revenue
$0
All Other Contributions
$231,447
Change in Net Assets
$-14,994

Audited Revenue Reconciliation

Revenue per Audited Statements
$553,624
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$20,082
Total Revenue per Audited Statements
$573,706
Total Revenue per Form 990
$553,624
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$485,507
Other Expenses$83,111
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$485,507--$485,507
Fees for Service Investment Mgmnt Fees-$62,264-$62,264
Fees for Services Accounting-$20,847-$20,847
Total Functional Expenses$485,507$83,111$0$568,618

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$568,618
Expenses Not Reported on Financial Statements$485,507
Other Expense Adjustments$485,507
Expenses per Audited Statements$83,111
Total Expenses per Audited Statements$79,067
Expenses Not Reported on Form 990$-4,044
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Carolina Symphony Society IncRaleigh, NC501(c)(3)To Support Statewide Service and Music Education$485,507
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
Obligations Under Split Interest Agreements$57,192
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
Yes
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 A, Line 4

“The bylaws were amended to enhance the provision on how board members are appointed in order to be more clearly consistent with type i supporting organization requirements.”

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

Filer Name
North Carolina Symphony Foundation
EIN
58-1495066
Phone
9197332750
Address
3700 GLENWOOD AVE NO 130, RALEIGH, NC 27612

Signing Officer

Name
Edward M Coman
Title
President
Phone
9197332750
Signed
2016-02-08

Organization Details

Principal Officer
Sandi Ma Macdonald
Formed
1982
Legal Domicile
Nc
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
19

Preparer

Firm
Mcgladrey Llp
Address
230 N ELM ST SUITE 1100, GREENSBORO, NC 27401
Preparer
Adrienne Mckinney
Phone
3362724551
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in split-interest agreements -63. Adjustment to csv life insurance 4,044.”

FORM 990, PART XII, LINE 2C:

“The audit committee reviews the entire form 990, with the exception of donor information.”

Financial Statement Notes

PART V, LINE 4:

“The purpose of the endowment funds is to provide support to the society. The endowment funds of both the north carolina symphony society inc. And the north carolina symphony foundation are managed by an investment committee, comprised of members of both organizations' boards.”

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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in split-interest agreeements -63.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Adjustment to csv life insurance -4,044.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Grants to supported organization 485,507.”

Raw XML AppendixShowing 400 of 527 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0636887
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0405440
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0405440
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08931469
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09110423
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt083263
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/NetAssetsOrFundBalancesBOYAmt011795046
IRS990/NetAssetsOrFundBalancesEOYAmt011804178
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-83263
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-83263
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt020145
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02560332
IRS990/OtherAssetsTotalGrp/EOYAmt02376153
IRS990/OtherChangesInNetAssetsAmt03981
IRS990/OtherLiabilitiesGrp/BOYAmt063895
IRS990/OtherLiabilitiesGrp/EOYAmt057192
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt010530957
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010762341
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0255970
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0208494
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SANDI MA MACDONALD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0132231
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0722188
IRS990/PYOtherExpensesAmt0607253
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0247166
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0607253
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0854419
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-14994
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION AMENDED ITS BYLAWS DURING THE YEAR TO BETTER REFLECT CONSISTENCY WITH THE REQUIREMENTS OF A TYPE I SUPPORTING ORGANIZATION. AN APPLICATION WAS FILED WITH THE IRS FOR FORMAL RECOGNITION AS A TYPE I ORGANIZATION. ALTHOUGH THE DETERMINATION WAS NOT RECEIVED UNTIL AFTER THE END OF THE FISCAL YEAR, THE FOUNDATION RECEIVED IT BEFORE THE FILING OF THE 990 AND HAD FUNCTIONED AS A TYPE I ORGANIZATION DURING THE YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART I, LINE 11E-WRITTEN DETERMINATION OF TYPE FROM THE IRS
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0560556755
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0485507
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NORTH CAROLINA SYMPHONY SOCIETY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0485507
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/BeginningYearBalanceAmt08921152
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0380803
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09096644
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0280196
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0485507
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08117897
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0459794
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08921152
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0869090
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0525629
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07709148
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0261568
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08117897
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0600198
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0453017
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08004635
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0173026
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07709148
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-44687
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0423826
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06994083
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0113568
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08004635
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01393438
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0496454
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0-4044
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0485507
IRS990ScheduleD/ExpensesSubtotalAmt083111
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt020145
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02066326
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt179044
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2230783
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SPLIT INTEREST AGREEMENTS & BENE INTEREST IN PERP TRUSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ASSETS HELD IN CHARITABLE REMAINDER TRUSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2CASH VALUE OF LIFE INSURANCE
IRS990ScheduleD/OtherExpensesIncludedAmt0-4044
IRS990ScheduleD/OtherExpensesNotIncludedAmt0485507
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt057192
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OBLIGATIONS UNDER SPLIT INTEREST AGREEMENTS
IRS990ScheduleD/OtherRevenueAmt0-63
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.93700
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/RevenueNotReportedAmt020082
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0553624
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE ENDOWMENT FUNDS IS TO PROVIDE SUPPORT TO THE SOCIETY. THE ENDOWMENT FUNDS OF BOTH THE NORTH CAROLINA SYMPHONY SOCIETY INC. AND THE NORTH CAROLINA SYMPHONY FOUNDATION ARE MANAGED BY AN INVESTMENT COMMITTEE, COMPRISED OF MEMBERS OF BOTH ORGANIZATIONS' BOARDS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN SPLIT-INTEREST AGREEEMENTS -63.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3ADJUSTMENT TO CSV LIFE INSURANCE -4,044.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4GRANTS TO SUPPORTED ORGANIZATION 485,507.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.06300
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02376153
IRS990ScheduleD/TotalExpensesPerForm990Amt0568618
IRS990ScheduleD/TotalLiabilityAmt057192
IRS990ScheduleD/TotalRevenuePerForm990Amt0553624
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0573706
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt079067
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0485507
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT STATEWIDE SERVICE AND MUSIC EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NORTH CAROLINA SYMPHONY SOCIETY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0560556755

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,861,370
Liabilities
$57,192
Net assets
$11,804,178
Revenue
$553,624
Expenses
$568,618
Net income
-$14,994
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
2015Detailed filing. Detailed filing data is available for this year.$11.9$0.06$11.8$0.55$0.57$0.01
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