Civic Intelligence

North Carolina Symphony Foundation

990 • Fiscal year 2019 • EIN 58-1495066

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 11, 2020

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

0.01x

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

2019 filings • NTEE A • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

36th percentile

0.10x

Higher debt load relative to revenue than 36% of similar nonprofits.

2019 filings • NTEE A • $10M-$25M nonprofits • Source year 2019

Net Margin

49th percentile

4.7%

Higher net margin than 49% of similar nonprofits.

2019 filings • NTEE A • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

88th percentile

$346,182

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 36.8% of source-year revenue.

2019 filings • NTEE A • $10M-$25M nonprofits • Source year 2019

Asset Growth

52nd percentile

2.7%

Faster asset growth than 52% of similar nonprofits.

2019 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$16,550,282

Up $431,772 (+2.7%) from 2018

Net Assets

Up

$16,453,318

Up $554,753 (+3.5%) from 2018

Liabilities

Down

$96,964

Down $122,981 (-56%) from 2018

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin49th percentile

Revenue

Down

$940,571

Down $782,073 (-45%) from 2018

Expenses

Up

$896,820

Up $8,438 (+0.9%) from 2018

Net Income

Down

$43,751

Down $790,511 (-95%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2019

Assets$16,550,282
Liabilities$96,964
Net Assets$16,453,318
Open 2019 Filing

Operations Trend

Revenue Growth7th 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

2019

Revenue$940,571
Expenses$896,820
Net Income$43,751
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 11, 2020
Return Version
2018v3.1
Gross Receipts
$5,005,174
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,752,051$13,945,612▲ $193,561
Pledges and Grants Receivable$56,929$504,390▲ $447,461
Accounts Receivable$163,656$72,367▼ $91,289
Total Assets$16,118,510$16,550,282▲ $431,772
Other Assets Total$2,145,874$2,027,913▼ $117,961
Liabilities
Other Liabilities$219,945$96,964▼ $122,981
Total Liabilities$219,945$96,964▼ $122,981
Net Assets / Fund Balance
Permanently Rstr Net Assets$14,754,544$15,357,501▲ $602,957
Unrestricted Net Assets$1,144,021$1,095,817▼ $48,204
Total Net Assets Fund Balance$15,898,565$16,453,318▲ $554,753
Total Liabilities and Net Assets / Fund Balance$16,118,510$16,550,282▲ $431,772

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$350,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$13,741,381$364,109▲ $848,694$998,069$13,935,299
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
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Mr Larry WilsonPresident
Sandi Ma MacdonaldPresident & CEO
Robert SchillerSenior Vice President & CFO
Mr D S HodgesVice President
Dr Robert N EbyMember
Dr Shaler Stidham JrMember
Dr Ted R KunstlingMember
Dr Warner HallMember
Dr Wm Charles HeltonMember
Mr Chip AndersonMember
Mr Don DavisMember
Mr Henry MitchellMember
Mr Josiah Stevenson IvMember
Mr Richard L DaughertyMember
Mr Thomas H RobergMember
Ms Catharine Biggs ArrowoodMember
Ms Dianne SellersSecretary
Col Matt SegalTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$600,912
Program Service Revenue
$0
Investment Income
$339,659
Other Revenue
$0
All Other Contributions
$600,912
Change in Net Assets
$43,751

Audited Revenue Reconciliation

Revenue per Audited Statements
$919,755
Revenue Not Reported on Financial Statements
$20,816
Revenue Not Reported on Form 990
$511,002
Total Revenue per Audited Statements
$1,430,757
Total Revenue per Form 990
$940,571
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$858,375
Other Expenses$38,445
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$858,375--$858,375
Fees for Service Investment Mgmnt Fees-$20,816-$20,816
Fees for Services Accounting-$16,292-$16,292
Fees for Services Management-$1,001-$1,001
Other Expenses-$336-$336
Total Functional Expenses$858,375$38,445$0$896,820

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$896,820
Expenses per Audited Statements$876,004
Total Expenses per Audited Statements$876,004
Expenses Not Reported on Financial Statements$20,816
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Carolina Symphony Society IncRaleigh, NC501(c)(3)To Support Statewide Service and Music Education$858,375
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$59,066
Obligations Under Split Interest Agreements$37,898
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 B, Line 15

“Compensation for the organization's ceo, executive director, or top management officials are determined by the north carolina symphony society, inc. And include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision.”

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
2020-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandi Ma Macdonald
Formed
1982
Legal Domicile
Nc
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

Firm
Rsm US Llp
Address
1861 INTERNATIONAL DRIVE SUITE 400, MCLEAN, VA 22102
Preparer
Yong Zhang CPA
Phone
7033366400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in split-interest agreements 1,967.”

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 1,967.”

Raw XML AppendixShowing 400 of 602 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
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 VICE PRESIDENT & CFO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-100288
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0858375
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0858375
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0858375
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03964315
IRS990/GrossReceiptsAmt05005174
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0439947
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0439947
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013752051
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013945612
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04064603
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt015898565
IRS990/NetAssetsOrFundBalancesEOYAmt016453318
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-100288
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-100288
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0509035
IRS990/NoncashContributionsAmt05239
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02145874
IRS990/OtherAssetsTotalGrp/EOYAmt02027913
IRS990/OtherChangesInNetAssetsAmt01967
IRS990/OtherExpensesGrp/Desc0MISC.
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0336
IRS990/OtherExpensesGrp/TotalAmt0336
IRS990/OtherLiabilitiesGrp/BOYAmt0219945
IRS990/OtherLiabilitiesGrp/EOYAmt096964
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt014754544
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt015357501
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt056929
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0504390
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SANDI MA MACDONALD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0373146
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0797759
IRS990/PYInvestmentIncomeAmt01349498
IRS990/PYOtherExpensesAmt090623
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0834262
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0888382
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01722644
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt043751
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/SupportAmt0858375
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NORTH CAROLINA SYMPHONY SOCIETY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0858375
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/BoardDesignatedBalanceEOYPct00.02340
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt020816
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt013741381
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0364109
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt013935299
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0848694
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0998069
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt012564285
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0569931
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt013741381
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01265870
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0658705
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt011009595
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01138871
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt012564285
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01028021
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0612202
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt09096644
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02644478
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt011009595
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-167441
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0564086
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08921152
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0380803
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt09096644
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0280196
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0485507
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt020816
IRS990ScheduleD/ExpensesSubtotalAmt0876004
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt020816
IRS990ScheduleD/InvestmentExpensesNotIncldAmt020816
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0509035
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01378115
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt163518
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2236280
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/OtherLiabilitiesOrgGrp/Amt037898
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt159066
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OBLIGATIONS UNDER SPLIT INTEREST AGREEMENTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTERCOMPANY PAYABLE
IRS990ScheduleD/OtherRevenueAmt01967
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.95490
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/RevenueNotReportedAmt0511002
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt020816
IRS990ScheduleD/RevenueSubtotalAmt0919755
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.

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,550,282
Liabilities
$96,964
Net assets
$16,453,318
Revenue
$940,571
Expenses
$896,820
Net income
$43,751
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
2019Detailed filing. Detailed filing data is available for this year.$16.6$0.10$16.5$0.94$0.90$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$0.22$15.9$1.72$0.89$0.83
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.06$15.1$1.87$0.70$1.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$0.05$13.8$2.71$0.65$2.05
2015Summary only. Only limited summary data is available for this year.$11.9$0.06$11.8$0.55$0.57$0.01
2014Detailed filing. Detailed filing data is available for this year.$11.9$0.06$11.8$0.85$0.61$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$0.07$11.3$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.24$0.07$9.17$0.47
2011Summary only. Only limited summary data is available for this year.$9.53$0.07$9.45$0.93$0.52$0.41