Civic Intelligence

Nashville Symphony Endowment Fd

990 • Fiscal year 2017 • EIN 62-6222276

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 31, 2018

Organization Profile
40 Burton Hills Blvd Suite 300Nashville, TN 37215

(615) 783-2540

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

21st percentile

$20,434

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

58th percentile

6.5%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

900%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$7,853,736

Up $476,533 (+6.5%) from 2016

Net Assets

Up

$7,853,736

Up $476,533 (+6.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin92nd percentile

Revenue

Up

$831,940

Up $748,757 (+900%) from 2016

Expenses

Up

$382,845

Up $18,154 (+5.0%) from 2016

Net Income

Up

$449,095

Up $730,603 (+260%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,212,926Liabilities 2011: $0Net Assets 2011: $6,212,9262011Assets 2012: $6,325,127Liabilities 2012: $0Net Assets 2012: $6,325,1272012Assets 2013: $7,161,224Liabilities 2013: $0Net Assets 2013: $7,161,2242013Assets 2014: $7,682,615Liabilities 2014: $0Net Assets 2014: $7,682,6152014Assets 2015: $7,681,372Liabilities 2015: $0Net Assets 2015: $7,681,3722015Assets 2016: $7,377,203Liabilities 2016: $0Net Assets 2016: $7,377,2032016Assets 2017: $7,853,736Liabilities 2017: $0Net Assets 2017: $7,853,7362017

Highlighted filing

2017

Assets$7,853,736
Liabilities$0
Net Assets$7,853,736
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $986,202Expenses 2011: $388,758Net Income 2011: $597,4442011Revenue 2012: $543,792Expenses 2012: $427,977Net Income 2012: $115,8152012Revenue 2013: $1,241,571Expenses 2013: $391,170Net Income 2013: $850,4012013Revenue 2014: $541,356Expenses 2014: $53,922Net Income 2014: $487,4342014Revenue 2015: $616,779Expenses 2015: $651,701Net Income 2015: -$34,9222015Revenue 2016: $83,183Expenses 2016: $364,691Net Income 2016: -$281,5082016Revenue 2017: $831,940Expenses 2017: $382,845Net Income 2017: $449,0952017

Highlighted filing

2017

Revenue$831,940
Expenses$382,845
Net Income$449,095
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 31, 2018
Return Version
2017v2.3
Gross Receipts
$5,593,779
Mission and Program Overview

Mission

Support the nashville symphony

To support the nashville symphony

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$7,377,203$7,853,736▲ $476,533
Investments in Publicly Traded Securities$5,004,177$7,599,395▲ $2,595,218
Savings and Temporary Cash Investments$2,373,026$254,341▼ $2,118,685
Total Assets$7,377,203$7,853,736▲ $476,533
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,377,203$7,853,736▲ $476,533
Total Liabilities and Net Assets / Fund Balance$7,377,203$7,853,736▲ $476,533
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Cumberland TrustTrusteePT$20,434$20,434

Board Members and Trustees

NameTitle
Alan D ValentineCEO
Marye W Lewis CFOCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$139,730
Investment Income
$692,210
Other Revenue
$0
Change in Net Assets
$449,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$313,853
Other Expenses$48,558
Salaries, Compensation, and Employee Benefits$20,434
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$313,853--$313,853
Current Officers, Directors, Trustees, and Key Employees$20,434--$20,434
Other Expenses$50--$50
Total Functional Expenses$382,845$0$0$382,845
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nashville Symphony AssocNashville, TN501c3Support$313,853
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 8B

“When decisions are made, they are documented in permanent record.”

Form 990, Page 6, Part VI, Line 11B

“The 990 will be reviewed by the cfo, trustee and controller of nashville symphony association.”

Form 990, Page 6, Part VI, Line 12C

“ANNUAL STATEMENT”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Nashville Symphony Endowment Fd
EIN
62-6222276
Phone
6157832540
Address
40 BURTON HILLS BLVD SUITE 300, NASHVILLE, TN 37215

Signing Officer

Name
Cumberland Trust
Title
Trustee
Phone
6157832540
Signed
2018-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan D Valentine
Formed
1989
Legal Domicile
Tn
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Mckerley & Noonan Pc CPA
Address
104 WOODMONT BLVD STE 120, NASHVILLE, TN 37205-2311
Preparer
Susan Keffer CPA
Phone
6152790088
Raw XML Appendix338 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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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06157832540
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NASHVILLE SYMPHONY ENDOWMENT FD
ReturnHeader/Filer/BusinessNameControlTxt0NASH
ReturnHeader/Filer/EIN0626222276
ReturnHeader/Filer/PhoneNum06157832540
ReturnHeader/Filer/USAddress/AddressLine1Txt040 BURTON HILLS BLVD SUITE 300
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037215
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId034420AC75961EE296C39B97168E20B31099662C9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId034420AC75961EE296C39B97168E20B31099662C9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:50:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621797916
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCKERLEY & NOONAN PC CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 WOODMONT BLVD STE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0372052311
ReturnHeader/PreparerPersonGrp/PhoneNum06152790088
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN KEFFER CPA
ReturnHeader/ReturnTs02018-11-09T10:50:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,853,736
Liabilities
$0
Net assets
$7,853,736
Revenue
$831,940
Expenses
$382,845
Net income
$449,095
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.83$0.38$0.45
2016Summary only. Only limited summary data is available for this year.$7.38$0.00$7.38$0.08$0.36$0.28
2015Summary only. Only limited summary data is available for this year.$7.68$0.00$7.68$0.62$0.65$0.03
2014Summary only. Only limited summary data is available for this year.$7.68$0.00$7.68$0.54$0.05$0.49
2013Summary only. Only limited summary data is available for this year.$7.16$0.00$7.16$1.24$0.39$0.85
2012Summary only. Only limited summary data is available for this year.$6.33$0.00$6.33$0.54$0.43$0.12
2011Summary only. Only limited summary data is available for this year.$6.21$0.00$6.21$0.99$0.39$0.60