Civic Intelligence

North Carolina Symphony Foundation

990 • Fiscal year 2016 • EIN 58-1495066

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 10, 2017

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

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2016 filings • NTEE A • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

15th percentile

0.02x

Higher debt load relative to revenue than 15% of similar nonprofits.

2016 filings • NTEE A • $10M-$25M nonprofits • Source year 2016

Net Margin

92nd percentile

76%

Higher net margin than 92% of similar nonprofits.

2016 filings • NTEE A • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

66th percentile

$228,721

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2016 filings • NTEE A • $10M-$25M nonprofits • Source year 2016

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

2016 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

389%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$13,873,273

Up $2,011,903 (+17%) from 2015

Net Assets

Up

$13,824,711

Up $2,020,533 (+17%) from 2015

Liabilities

Down

$48,562

Down $8,630 (-15%) from 2015

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin92nd percentile

Revenue

Up

$2,705,081

Up $2,151,457 (+389%) from 2015

Expenses

Up

$651,899

Up $83,281 (+15%) from 2015

Net Income

Up

$2,053,182

Up $2,068,176 (+13793%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2016

Assets$13,873,273
Liabilities$48,562
Net Assets$13,824,711
Open 2016 Filing

Operations Trend

Revenue Growth94th 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

2016

Revenue$2,705,081
Expenses$651,899
Net Income$2,053,182
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 10, 2017
Return Version
2015v3.0
Gross Receipts
$15,542,175
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$9,110,423$11,021,428▲ $1,911,005
Pledges and Grants Receivable$208,494$135,143▼ $73,351
Accounts Receivable$166,300$127,884▼ $38,416
Total Assets$11,861,370$13,873,273▲ $2,011,903
Other Assets Total$2,376,153$2,588,818▲ $212,665
Liabilities
Other Liabilities$57,192$48,562▼ $8,630
Total Liabilities$57,192$48,562▼ $8,630
Net Assets / Fund Balance
Permanently Rstr Net Assets$10,762,341$13,545,876▲ $2,783,535
Unrestricted Net Assets$1,041,837$278,835▼ $763,002
Total Net Assets Fund Balance$11,804,178$13,824,711▲ $2,020,533
Total Liabilities and Net Assets / Fund Balance$11,861,370$13,873,273▲ $2,011,903

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$350,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$9,096,644$2,644,478▼ $167,441$564,086$11,009,595
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
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Robert SchillerCFOPT$140,858$140,858

Board Members and Trustees

NameTitle
Mredward M ComanPresident
Mr Richard L DaughertyVice President
Sandi Ma MacdonaldCEO
Dr Mark E LeitheMember
Dr Robert N EbyMember
Dr Warner HallMember
Dr Wm Charles HeltonMember
Mr Chip AndersonMember
Mr David HeuserMember
Mr Don DavisMember
Mr Donald M RorkeMember
Mr Gray ReedMember
Mr Josiah Stevenson IvMember
Mr Larry WilsonMember
Mr Thomas H RobergMember
Mrs Carroll ClancySecretary
Col Matt SegalTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,787,228
Program Service Revenue
$0
Investment Income
$-82,147
Other Revenue
$0
All Other Contributions
$2,787,228
Change in Net Assets
$2,053,182

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
Art Historical Treasures1$350,000Appraisal
Securities Publicly Traded1$2,416Fair Market Value (FMV)
Total Noncash Contributions2$352,416-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,705,081
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-35,944
Total Revenue per Audited Statements
$2,669,137
Total Revenue per Form 990
$2,705,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$564,086
Other Expenses$87,813
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$564,086--$564,086
Fees for Service Investment Mgmnt Fees-$60,388-$60,388
Fees for Services Accounting-$24,300-$24,300
Other Expenses-$3,125-$3,125
Total Functional Expenses$564,086$87,813$0$651,899

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$651,899
Total Expenses per Form 990$651,899
Total Expenses per Audited Statements$648,604
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-3,295
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Carolina Symphony Society IncRaleigh, NC501(c)(3)To Support Statewide Service and Music Education$564,086
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$48,562
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 A, Line 7A

“The members of the board of trustees are appointed by the board of the north carolina symphony society, the filing organization's related, supported organization.”

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

“Financial statements and governing documents are available upon request for the same period of disclosure as set forth in section 6104(d).”

FORM 990, PART VII AND SCHEDULE J:

“The foundation does not compensate anyone shown in part vii of the form 990 or schedule j, part ii. The compensation shown in these sections is paid by north carolina symphony society, inc., the organization's related organization. The foundation relies on the compensation determination methodology of the symphony society. The following is the compensation methodology used by north carolina symphony society, inc.: industry salary surveys are used to determine salaries, and compensation was established by an independent consultant. Ceo and music director salaries are reviewed and approved by a committee of the board. The compensation arrangement is documented when decided by the board of trustees.”

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
2017-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandi Ma Macdonald
Formed
1982
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
16

Preparer

Firm
Rsm US Llp
Address
230 N ELM ST STE 1100, GREENSBORO, NC 27401
Preparer
Yong Zhang
Phone
3362724551
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in split-interest agreements -3,693. Adjustment to csv life insurance 3,295.”

FORM 990, PART XII, LINE 2C:

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

Financial Statement Notes

PART III, LINE 4:

“This historical instrument dates back to 1823 and is made of spruce and maple varnished in gold-red brown. It bears the label "nicolas lupot luthier rue croix/des petits champs, a paris, l'an 1823". Per the donor's written request, the foundation will make the violin available to violinists of the north carolina symphony for indoor select performances.”

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 -3,693.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Adjustment to csv life insurance -3,295.”

Raw XML AppendixShowing 400 of 589 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/ReportableCompFromRltdOrgAmt17140018
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-350158
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt0564086
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0564086
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0564086
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt012486936
IRS990/GrossReceiptsAmt015542175
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0268011
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0268011
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09110423
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011021428
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012837094
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/NetAssetsOrFundBalancesBOYAmt011804178
IRS990/NetAssetsOrFundBalancesEOYAmt013824711
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-350158
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-350158
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-32251
IRS990/NoncashContributionsAmt0352416
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02376153
IRS990/OtherAssetsTotalGrp/EOYAmt02588818
IRS990/OtherChangesInNetAssetsAmt0-398
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03125
IRS990/OtherExpensesGrp/TotalAmt03125
IRS990/OtherLiabilitiesGrp/BOYAmt057192
IRS990/OtherLiabilitiesGrp/EOYAmt048562
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt010762341
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt013545876
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0208494
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0135143
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SANDI MA MACDONALD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0231447
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0485507
IRS990/PYInvestmentIncomeAmt0322177
IRS990/PYOtherExpensesAmt083111
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-14994
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0568618
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0553624
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02053182
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/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0560556755
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0564086
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NORTH CAROLINA SYMPHONY SOCIETY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0564086
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/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt0350000
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/RevenuesIncludedAmt0350000
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt09096644
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02644478
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt011009595
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-167441
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0564086
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08921152
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0380803
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt09096644
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0280196
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0485507
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08117897
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0459794
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08921152
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0869090
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0525629
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07709148
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0261568
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08117897
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0600198
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0453017
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08004635
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0173026
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07709148
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-44687
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0423826
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0-3295
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0651899
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-32251
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01937764
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt166976
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2234078
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3350000
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/OtherAssetsOrgGrp/Desc3HISTORICAL TREASURES
IRS990ScheduleD/OtherExpensesIncludedAmt0-3295
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt048562
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OBLIGATIONS UNDER SPLIT INTEREST AGREEMENTS
IRS990ScheduleD/OtherRevenueAmt0-3693
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.95500
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/RevenueNotReportedAmt0-35944
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02705081
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THIS HISTORICAL INSTRUMENT DATES BACK TO 1823 AND IS MADE OF SPRUCE AND MAPLE VARNISHED IN GOLD-RED BROWN. IT BEARS THE LABEL "NICOLAS LUPOT LUTHIER RUE CROIX/DES PETITS CHAMPS, A PARIS, L'AN 1823". PER THE DONOR'S WRITTEN REQUEST, THE FOUNDATION WILL MAKE THE VIOLIN AVAILABLE TO VIOLINISTS OF THE NORTH CAROLINA SYMPHONY FOR INDOOR SELECT PERFORMANCES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2MANAGEMENT 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/ExplanationTxt3CHANGE IN SPLIT-INTEREST AGREEEMENTS -3,693.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4ADJUSTMENT TO CSV LIFE INSURANCE -3,295.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V, LINE 4:

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,873,273
Liabilities
$48,562
Net assets
$13,824,711
Revenue
$2,705,081
Expenses
$651,899
Net income
$2,053,182
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
2016Detailed filing. Detailed filing data is available for this year.$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