Civic Intelligence

The Austin Symphony Orchestra Society Endowment Fund Trust

990 • Fiscal year 2019 • EIN 74-6435533

Sep 01, 2018 to Aug 31, 2019 • Filed on Jan 23, 2020

Organization ProfileWWW.AUSTINSYMPHONY.ORG
1101 Red RiverAustin, TX 78701

(512) 476-6064

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.00x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

97th percentile

79%

Higher net margin than 97% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$174,715

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

27th percentile

-1.4%

Faster asset growth than 27% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

184%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$13,232,501

Down $192,049 (-1.4%) from 2018

Net Assets

Up

$13,232,501

Up $136,168 (+1.0%) from 2018

Liabilities

Down

$0

Down $328,217 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin97th percentile

Revenue

Up

$2,296,059

Up $1,487,158 (+184%) from 2018

Expenses

Down

$471,625

Down $12,081 (-2.5%) from 2018

Net Income

Up

$1,824,434

Up $1,499,239 (+461%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $7,587,823Liabilities 2010: $156,089Net Assets 2010: $7,431,7342010Assets 2011: $8,721,905Liabilities 2011: $179,593Net Assets 2011: $8,542,3122011Assets 2012: $8,977,105Liabilities 2012: $200,652Net Assets 2012: $8,776,4532012Assets 2013: $9,472,616Liabilities 2013: $222,845Net Assets 2013: $9,249,7712013Assets 2014: $11,850,047Liabilities 2014: $249,413Net Assets 2014: $11,600,6342014Assets 2015: $11,451,009Liabilities 2015: $272,257Net Assets 2015: $11,178,7522015Assets 2016: $11,841,597Liabilities 2016: $288,838Net Assets 2016: $11,552,7592016Assets 2017: $12,596,026Liabilities 2017: $302,386Net Assets 2017: $12,293,6402017Assets 2018: $13,424,550Liabilities 2018: $328,217Net Assets 2018: $13,096,3332018Assets 2019: $13,232,501Liabilities 2019: $0Net Assets 2019: $13,232,5012019Assets 2020: $13,962,330Liabilities 2020: $0Net Assets 2020: $13,962,3302020Assets 2021: $16,999,077Liabilities 2021: $0Net Assets 2021: $16,999,0772021Assets 2022: $14,081,417Liabilities 2022: $0Net Assets 2022: $14,081,4172022Assets 2023: $14,701,256Liabilities 2023: $0Net Assets 2023: $14,701,2562023Assets 2024: $17,479,358Liabilities 2024: $0Net Assets 2024: $17,479,3582024

Highlighted filing

2019

Assets$13,232,501
Liabilities$0
Net Assets$13,232,501
Open 2019 Filing

Operations Trend

Revenue Growth97th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $295,0782010Expenses 2011: $253,0752011Revenue 2012: $177,896Expenses 2012: $272,369Net Income 2012: -$94,4732012Expenses 2013: $295,5762013Revenue 2014: $1,678,112Expenses 2014: $343,184Net Income 2014: $1,334,9282014Revenue 2015: $1,059,305Expenses 2015: $421,163Net Income 2015: $638,1422015Revenue 2016: $574,573Expenses 2016: $434,778Net Income 2016: $139,7952016Revenue 2017: $551,209Expenses 2017: $432,562Net Income 2017: $118,6472017Revenue 2018: $808,901Expenses 2018: $483,706Net Income 2018: $325,1952018Revenue 2019: $2,296,059Expenses 2019: $471,625Net Income 2019: $1,824,4342019Revenue 2020: $1,273,269Expenses 2020: $535,382Net Income 2020: $737,8872020Revenue 2021: $796,270Expenses 2021: $608,598Net Income 2021: $187,6722021Revenue 2022: $918,867Expenses 2022: $595,335Net Income 2022: $323,5322022Revenue 2023: $452,628Expenses 2023: $634,732Net Income 2023: -$182,1042023Revenue 2024: $1,050,035Expenses 2024: $654,581Net Income 2024: $395,4542024

Highlighted filing

2019

Revenue$2,296,059
Expenses$471,625
Net Income$1,824,434
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jan 23, 2020
Return Version
2018v3.1
Gross Receipts
$12,261,171
Mission and Program Overview

Mission

Providing financial support to The Austin Symphony Orchestra Society, Inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,805,530$13,089,060▲ $283,530
Savings and Temporary Cash Investments$223,867$83,232▼ $140,635
Pledges and Grants Receivable$75,153$60,209▼ $14,944
Total Assets$13,424,550$13,232,501▼ $192,049
Other Assets Total$320,000$0▼ $320,000
Liabilities
Other Liabilities$328,217$0▼ $328,217
Total Liabilities$328,217$0▼ $328,217
Net Assets / Fund Balance
Permanently Rstr Net Assets$11,377,248$13,232,501▲ $1,855,253
Temporarily Rstr Net Assets$1,719,085$0▼ $1,719,085
Total Net Assets Fund Balance$13,096,333$13,232,501▲ $136,168
Total Liabilities and Net Assets / Fund Balance$13,424,550$13,232,501▼ $192,049

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$12,701,181$152,954▲ $469,783-$12,846,439
2017$11,950,487$329,570▲ $904,831-$12,701,181
2016$11,189,605$49,749▲ $1,143,695-$11,950,487
2015$10,827,199$263,828▲ $533,356-$11,189,605
2014$11,179,855$315,065▼ $246,558-$10,827,199
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Dr Ernest C ButlerChair
Anthony CorroaExec Director Symphony
Araminta SellersTrustee
Daniel B Powell IiiTrustee
David DouglasTrustee
Dr John McfarlaneTrustee
Linda Van BavelTrustee
Margaret DanforthTrustee
Paul NathoTrustee
Sam a WilsonTrustee
Steve a WilsonTrustee
Susanne TetzlaffTrustee
Thomas M NevilleTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$138,010
Program Service Revenue
$0
Investment Income
$2,158,049
Other Revenue
$0
All Other Contributions
$138,010
Change in Net Assets
$1,824,434

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,296,059
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,688,266
Total Revenue per Audited Statements
$607,793
Total Revenue per Form 990
$2,296,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$450,950
Other Expenses$20,675
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$450,950--$450,950
Other Expenses-$20,675-$20,675
Total Functional Expenses$450,950$20,675$0$471,625

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$471,625
Total Expenses per Audited Statements$471,625
Total Expenses per Form 990$471,625
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Austin Symphony Orchestra Society IncAustin, TX501(c)(3)To Provide Financial Support to the Austin Symphony Orchestra Society.$450,950
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
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 B, Line 11B

“The form 990 is provided to the trustees for their review prior to filing the return.”

Form 990, Part VI, Section B, Line 12C

“The board of trustees regularly meets and reviews any changes in activities for compliance with the conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“Documents open to public inspection are available upon written request.”

Filing and Contact Details

Filer

Filer Name
The Austin Symphony Orchestra Society
EIN
74-6435533
Phone
5124766064
Address
1101 RED RIVER, AUSTIN, TX 78701

Signing Officer

Name
Anthony Corroa
Title
Executive Director Symphony
Phone
5124766064
Signed
2020-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony Corroa
Formed
1997
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Maxwell Locke & Ritter Llp
Address
401 CONGRESS AVENUE SUITE 1100, AUSTIN, TX 78701-9682
Preparer
Sean Holcomb
Phone
5123703200
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization's process for oversight of the audit and selection of an independent accountant did not change during the year.”

Financial Statement Notes

Part V, Line 4 - Intended Uses of Endowment Fund

“The earnings from the endowment funds of the austin symphony orchestra society endowment fund trust (the "trust") are used to support the activities of the austin symphony orchestra society, inc. The trust is a type i supporting organization described in section 509(a)(3) of the internal revenue code.”

Raw XML AppendixShowing 400 of 516 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/PYTotalExpensesAmt0483706
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0808901
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01824434
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0223867
IRS990/SavingsAndTempCashInvstGrp/EOYAmt083232
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/EIN0746000068
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0450950
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE AUSTIN SYMPHONY ORCHESTRA SOCIETY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0450950
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt020675
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt012701181
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0152954
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt012846439
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0456804
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0469783
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt020730
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt011950487
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0329570
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt012701181
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0462977
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0904831
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt013548
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt011189605
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt049749
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt011950487
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0419014
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01143695
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt016581
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010827199
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0263828
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt011189605
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0418197
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0533356
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt022845
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt011179855
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0315065
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010827199
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0398318
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-246558
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0471625
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1688266
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.87000
IRS990ScheduleD/RevenueNotReportedAmt0-1688266
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02296059
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE EARNINGS FROM THE ENDOWMENT FUNDS OF THE AUSTIN SYMPHONY ORCHESTRA SOCIETY ENDOWMENT FUND TRUST (THE "TRUST") ARE USED TO SUPPORT THE ACTIVITIES OF THE AUSTIN SYMPHONY ORCHESTRA SOCIETY, INC. THE TRUST IS A TYPE I SUPPORTING ORGANIZATION DESCRIBED IN SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUND
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.13000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0471625
IRS990ScheduleD/TotalRevenuePerForm990Amt02296059
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0607793
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0471625
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0450950
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FINANCIAL SUPPORT TO THE AUSTIN SYMPHONY ORCHESTRA SOCIETY.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE AUSTIN SYMPHONY ORCHESTRA SOCIETY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0746000068
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01101 RED RIVER
IRS990ScheduleI/RecipientTable/USAddress/CityNm0AUSTIN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078701
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MAKES MONETARY GRANTS FROM ITS ENDOWMENT FUNDS TO THE AUSTIN SYMPHONY ORCHESTRA SOCIETY, INCORPORATED (ASO), IN ORDER TO FULFILL ITS PRINCIPAL PURPOSE OF PROVIDING FINANCIAL SUPPORT TO ASO.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0161767
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt012948
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANTHONY CORROA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXEC DIR SYMPHONY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0174715
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND CHAIRMAN OF THE RELATED ORGANIZATION (ASO) EVALUATE ITS EXECUTIVE DIRECTOR'S PERFORMANCE AFTER DISCUSSION AND GOAL SETTING WITH HIM AND WITH INPUT FROM STAFF AND BOARD MEMBERS. THE EXECUTIVE DIRECTOR'S COMPENSATION IS BASED ON A REVIEW OF AND COMPARISON WITH PUBLIC INFORMATION AND INDUSTRY BENCHMARKS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART I, LINE 3: METHODS USED BY RELATED ORGANIZATION
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE TRUSTEES FOR THEIR REVIEW PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES REGULARLY MEETS AND REVIEWS ANY CHANGES IN ACTIVITIES FOR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS OPEN TO PUBLIC INSPECTION ARE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT DID NOT CHANGE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$13,232,501
Liabilities
$0
Net assets
$13,232,501
Revenue
$2,296,059
Expenses
$471,625
Net income
$1,824,434
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$1.05$0.65$0.40
2023Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$0.45$0.63$0.18
2022Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$0.92$0.60$0.32
2021Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$0.80$0.61$0.19
2020Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$1.27$0.54$0.74
2019Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$2.30$0.47$1.82
2018Detailed filing. Detailed filing data is available for this year.$13.4$0.33$13.1$0.81$0.48$0.33
2017Detailed filing. Detailed filing data is available for this year.$12.6$0.30$12.3$0.55$0.43$0.12
2016Detailed filing. Detailed filing data is available for this year.$11.8$0.29$11.6$0.57$0.43$0.14
2015Detailed filing. Detailed filing data is available for this year.$11.5$0.27$11.2$1.06$0.42$0.64
2014Detailed filing. Detailed filing data is available for this year.$11.9$0.25$11.6$1.68$0.34$1.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.47$0.22$9.25$0.30
2012Summary only. Only limited summary data is available for this year.$8.98$0.20$8.78$0.18$0.27$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.72$0.18$8.54$0.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.59$0.16$7.43$0.30