Civic Intelligence

North Carolina Symphony Foundation

990 • Fiscal year 2018 • EIN 58-1495066

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 04, 2019

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

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

2018 filings • NTEE A • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

46th percentile

0.13x

Higher debt load relative to revenue than 46% of similar nonprofits.

2018 filings • NTEE A • $10M-$25M nonprofits • Source year 2018

Net Margin

87th percentile

48%

Higher net margin than 87% of similar nonprofits.

2018 filings • NTEE A • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

90th percentile

$355,518

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 20.6% of source-year revenue.

2018 filings • NTEE A • $10M-$25M nonprofits • Source year 2018

Asset Growth

65th percentile

6.5%

Faster asset growth than 65% of similar nonprofits.

2018 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-7.8%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$16,118,510

Up $990,218 (+6.5%) from 2017

Net Assets

Up

$15,898,565

Up $826,959 (+5.5%) from 2017

Liabilities

Up

$219,945

Up $163,259 (+288%) from 2017

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin87th percentile

Revenue

Down

$1,722,644

Down $146,453 (-7.8%) from 2017

Expenses

Up

$888,382

Up $186,379 (+27%) from 2017

Net Income

Down

$834,262

Down $332,832 (-29%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2018

Assets$16,118,510
Liabilities$219,945
Net Assets$15,898,565
Open 2018 Filing

Operations Trend

Revenue Growth29th 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

2018

Revenue$1,722,644
Expenses$888,382
Net Income$834,262
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 4, 2019
Return Version
2017v2.3
Gross Receipts
$19,411,231
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$12,575,706$13,752,051▲ $1,176,345
Accounts Receivable$68,185$163,656▲ $95,471
Pledges and Grants Receivable$115,197$56,929▼ $58,268
Total Assets$15,128,292$16,118,510▲ $990,218
Other Assets Total$2,369,204$2,145,874▼ $223,330
Liabilities
Other Liabilities$56,686$219,945▲ $163,259
Total Liabilities$56,686$219,945▲ $163,259
Net Assets / Fund Balance
Permanently Rstr Net Assets$14,389,941$14,754,544▲ $364,603
Unrestricted Net Assets$681,665$1,144,021▲ $462,356
Total Net Assets Fund Balance$15,071,606$15,898,565▲ $826,959
Total Liabilities and Net Assets / Fund Balance$15,128,292$16,118,510▲ $990,218

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$350,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$12,564,285$569,931▲ $1,265,870$658,705$13,741,381
2016$11,009,595$1,138,871▲ $1,028,021$612,202$12,564,285
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
Compensation and Service Providers
Top Officer Pay90th percentile

Board Members and Trustees

NameTitle
Mr Thomas H RobergPresident
-President & CEO
Mr Larry WilsonVice President
Dr Robert N EbyMember
Dr Shaler Stidham JrMember
Dr Warner HallMember
Dr Wm Charles HeltonMember
Mr Chip AndersonMember
Mr Don DavisMember
Mr Gray ReedMember
Mr Josiah Stevenson IvMember
Mr Richard L DaughertyMember
Mrs Louise a MillerMember
Ms Catharine Biggs ArrowoodMember
Ms Dianne SellersMember
Mr D S HodgesSecretary
-Senior VP & CFO
Col Matt SegalTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$373,146
Program Service Revenue
$0
Investment Income
$1,349,498
Other Revenue
$0
All Other Contributions
$373,146
Change in Net Assets
$834,262

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$31,010Fair Market Value
Total Noncash Contributions2$31,010-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,722,644
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-9,114
Total Revenue per Audited Statements
$1,713,530
Total Revenue per Form 990
$1,722,644
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$797,759
Other Expenses$90,623
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$797,759--$797,759
Fees for Service Investment Mgmnt Fees-$71,977-$71,977
Fees for Services Accounting-$15,788-$15,788
Other Expenses-$2,858-$2,858
Total Functional Expenses$797,759$90,623$0$888,382

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$888,382
Total Expenses per Form 990$888,382
Total Expenses per Audited Statements$886,571
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-1,811
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Carolina Symphony Society IncRaleigh, NC501(c)(3)To Support Statewide Service and Music Education$797,759
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
Intercompany Payable$179,856
Obligations Under Split Interest Agreements$40,089
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 11B

“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.”

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
Sandi Ma Macdonald
Title
President & CEO
Phone
9197332750
Signed
2019-03-04
Discuss with paid preparer
Yes

Organization Details

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

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 2,091. Adjustment to cash surrender value life insurance 1,811.”

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 north carolina symphony 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 2,091.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Adjustment to cash surrender value life insurance -1,811.”

Raw XML AppendixShowing 400 of 592 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt068185
IRS990/AccountsReceivableGrp/EOYAmt0163656
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AllOtherContributionsAmt0373146
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBERT SCHILLER
IRS990/BooksInCareOfDetail/PhoneNum09197332750
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03700 GLENWOOD AVE STE 130
IRS990/BooksInCareOfDetail/USAddress/CityNm0RALEIGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027612
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0373146
IRS990/CYGrantsAndSimilarPaidAmt0797759
IRS990/CYInvestmentIncomeAmt01349498
IRS990/CYOtherExpensesAmt090623
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0834262
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0888382
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01722644
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0797759
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt015788
IRS990/FeesForServicesAccountingGrp/TotalAmt015788
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt071977
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt071977
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt355.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt455.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt165.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt175.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0SANDI MA MACDONALD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1ROBERT SCHILLER
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1622293
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt17840
IRS990/Form990PartVIISectionAGrp/PersonNm0MR THOMAS H ROBERG
IRS990/Form990PartVIISectionAGrp/PersonNm1MR LARRY WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm2COL MATT SEGAL
IRS990/Form990PartVIISectionAGrp/PersonNm3MR D S HODGES
IRS990/Form990PartVIISectionAGrp/PersonNm4MR CHIP ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5MS CATHARINE BIGGS ARROWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm6MR RICHARD L DAUGHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm7MR DON DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm8DR ROBERT N EBY
IRS990/Form990PartVIISectionAGrp/PersonNm9DR WARNER HALL
IRS990/Form990PartVIISectionAGrp/PersonNm10DR WM CHARLES HELTON
IRS990/Form990PartVIISectionAGrp/PersonNm11MRS LOUISE A MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm12MR GRAY REED
IRS990/Form990PartVIISectionAGrp/PersonNm13MS DIANNE SELLERS
IRS990/Form990PartVIISectionAGrp/PersonNm14MR JOSIAH STEVENSON IV
IRS990/Form990PartVIISectionAGrp/PersonNm15DR SHALER STIDHAM JR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16333225
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17152814
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/TitleTxt16PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17SENIOR VP & CFO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01097763
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt0797759
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0797759
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0797759
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt018786350
IRS990/GrossReceiptsAmt019411231
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0251735
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0251735
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012575706
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013752051
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt017688587
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/NetAssetsOrFundBalancesBOYAmt015071606
IRS990/NetAssetsOrFundBalancesEOYAmt015898565
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01097763
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01097763
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-11205
IRS990/NoncashContributionsAmt031010
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02369204
IRS990/OtherAssetsTotalGrp/EOYAmt02145874
IRS990/OtherChangesInNetAssetsAmt03902
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02858
IRS990/OtherExpensesGrp/TotalAmt02858
IRS990/OtherLiabilitiesGrp/BOYAmt056686
IRS990/OtherLiabilitiesGrp/EOYAmt0219945
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt014389941
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt014754544
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0115197
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt056929
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SANDI MA MACDONALD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0841944
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0612202
IRS990/PYInvestmentIncomeAmt01027153
IRS990/PYOtherExpensesAmt089801
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01167094
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0702003
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01869097
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0834262
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/SupportAmt0797759
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NORTH CAROLINA SYMPHONY SOCIETY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0797759
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt012564285
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0569931
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt013741381
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01265870
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0658705
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt011009595
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01138871
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt012564285
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01028021
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0612202
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt09096644
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02644478
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt011009595
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-167441
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0564086
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08921152
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0380803
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt09096644
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0280196
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0485507
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08117897
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0459794
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08921152
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0869090
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0525629
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0-1811
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0888382
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-11205
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01494488
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt164771
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2236615
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/OtherExpensesIncludedAmt0-1811
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt040089
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1179856
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OBLIGATIONS UNDER SPLIT INTEREST AGREEMENTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTERCOMPANY PAYABLE
IRS990ScheduleD/OtherRevenueAmt02091
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.93710
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/RevenueNotReportedAmt0-9114
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01722644
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 NORTH CAROLINA SYMPHONY 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 2,091.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4ADJUSTMENT TO CASH SURRENDER VALUE LIFE INSURANCE -1,811.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.06290
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02145874
IRS990ScheduleD/TotalExpensesPerForm990Amt0888382
IRS990ScheduleD/TotalLiabilityAmt0219945
IRS990ScheduleD/TotalRevenuePerForm990Amt01722644
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01713530
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0886571
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0797759
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,118,510
Liabilities
$219,945
Net assets
$15,898,565
Revenue
$1,722,644
Expenses
$888,382
Net income
$834,262
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
2018Detailed filing. Detailed filing data is available for this year.$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