NORTH CAROLINA SYMPHONY SOCIETY INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NORTH CAROLINA SYMPHONY SOCIETY INC (EIN 56-0556755)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-02-05
- IRS object ID
- 202110369349301426
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-05T13:52:37-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE SUITE 400 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560556755 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CAROLINA SYMPHONY SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 9197332750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 GLENWOOD AVE NO 130 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDI MA MACDONALD | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9197332750 | PhoneNum |
| Signature | 2021-02-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG ZHANG CPA | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 7033366400 | PhoneNum |
| Preparation | 2021-02-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SANDI MA MACDONALD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 GLENWOOD AVE NO 130 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,686,128 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | NCSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1932 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO BE NORTH CAROLINA'S STATE ORCHESTRA, AN ORCHESTRA ACHIEVING THE HIGHEST LEVEL OF ARTISTIC QUALITY AND PERFORMANCE STANDARDS, AND EMBRACING ITS DUAL LEGACIES OF STATEWIDE SERVICE AND MUSIC EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 53 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 53 | VotingMembersIndependentCnt |
| Total Employee | 245 | TotalEmployeeCnt |
| Total Volunteers | 168 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,107,460 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,385,062 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,905,679 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,993,904 | CYProgramServiceRevenueAmt |
| PY Investment Income | $409,708 | PYInvestmentIncomeAmt |
| CY Investment Income | $488,730 | CYInvestmentIncomeAmt |
| PY Other Revenue | $26,776 | PYOtherRevenueAmt |
| CY Other Revenue | $11,154 | CYOtherRevenueAmt |
| PY Total Revenue | $26,449,623 | PYTotalRevenueAmt |
| CY Total Revenue | $14,878,850 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,874,285 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,197,253 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,162,210 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,440,855 | PYOtherExpensesAmt |
| CY Other Expenses | $4,722,401 | CYOtherExpensesAmt |
| PY Total Expenses | $16,315,140 | PYTotalExpensesAmt |
| CY Total Expenses | $14,919,654 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,134,483 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$40,804 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,531,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,272,121 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,595,214 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,211,731 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,936,179 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,060,390 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO BE NORTH CAROLINA'S STATE ORCHESTRA, AN ORCHESTRA ACHIEVING THE HIGHEST LEVEL OF ARTISTIC QUALITY AND PERFORMANCE STANDARDS, AND EMBRACING ITS DUAL LEGACIES OF STATEWIDE SERVICE AND MUSIC EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,713,816 | ExpenseAmt |
| Revenue | $3,993,904 | RevenueAmt |
| Desc | FOUNDED IN 1932, THE NORTH CAROLINA SYMPHONY (NCS) WAS THE FIRST STATE-SUPPORTED ORCHESTRA IN THE COUNTRY. ITS DUAL MISSION OF MUSIC EDUCATION & STATEWIDE SERVICE CONTINUES TODAY. IT IS THE LARGEST PERFORMING ARTS ORGANIZATION IN NC & HAS THE MOST EXTENSIVE EDUCATION PROGRAM OF ANY U.S. ORCHESTRA. ANNUALLY, IT PRESENTS 300 CONCERTS & EVENTS, TRAVELS MORE THAN 18,500 MILES, REACHES NEARLY EVERY NC COUNTY & PERFORMS FOR 250,000 PEOPLE INCLUDING MORE THAN 55,000 STUDENTS. IN MARCH 2020 & DUE TO THE COVID-19 PANDEMIC, NCS PIVOTED ITS PROGRAMS ONLINE. GOVERNMENT CAPACITY RESTRICTIONS PREVENTED NCS FROM ACHIEVING $2M IN TICKET SALES FOR CONCERTS PLANNED MARCH 12 TO JUNE 30, 2020. BUDGETED EXPENSES WERE ELIMINATED TO REFLECT THE REVENUE REDUCTION, & EDUCATION SERVICE TO THE STUDENTS OF NC CONTINUED VIRTUALLY. | Desc |
| Total Program Service Expenses | $11,713,816 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 125 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 245 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 53 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 53 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT SCHILLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9197332750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 GLENWOOD AVE NO 130 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27612 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (62 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MR DON DAVIS | |||||||||
| CHAIR | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR WM CHARLES HELTON | |||||||||
| VICE CHAIR | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR JOSEPH C BASTIAN | |||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MR TERRY L STEVENS | |||||||||
| ASSISTANT TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MRS ASHLEY MATLOCK PERKINSON | |||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MRS DEBORAH M AIKEN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR TIMOTHY ALTMAN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR TRUDE R BATE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS DENISE BENNETT | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS JANIE BIRD | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR JUD BOWMAN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS PATTY BRIGUGLIO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR STEPHEN W BURRISS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR TIM CLANCY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THE HONORABLE ROY COOPER | |||||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR JEFFREY CORBETT | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR RICHARD L DAUGHERTY DICK | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR ROBERT DOHERTY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR KEITH DONAHUE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR ROBERT N EBY BOB | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR RICK GARDNER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR MICHAEL GERING | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR MICHAEL GOLDEN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR DONALD A HAILE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR DAVID L HAINES | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS SUSI HAMILTON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS ELAINE BRYANT HAYES | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD EDWARD HINSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR DOUGLAS C HORNBERGER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR KEVIN HOWELL | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR MICHAEL PATRICK HUGHES | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THE HONORABLE MARK JOHNSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR L DWAIN JOYCE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS CECELIA ECKERT KENNEDY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR ROBERT LACIN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR ROBERT MACNEILL JR | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR BRANFORD MARSALIS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR ASSAD MEYMANDI | |||||||||
| LIFETIME TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS LOUISE A MILLER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR JAMES MORGAN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR GRAHAM H MOSELY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS FLORENCE PEACOCK | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR EMILY MANN PECK | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS MARGARET SMEDES POYNER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR RAMACHANDRA P REDDY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR JASON SMITH | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS TRACEY FODOR SMITH | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR DAVID SONTAG | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS LINDA J STAUNCH | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR M GRAY STYERS JR | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MS SANDRA SULLY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MRS JENNIE H WALLACE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR DERECK WHITTENBURG | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR LARRY WILSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR EDWARD WOOLNER | |||||||||
| LIFETIME TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MR TIM YULL | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SANDI MA MACDONALD | |||||||||
| PRESIDENT & CEO | 55.00 | 5.00 | Yes (X) | $325,767 | $0 | $31,304 | |||
| ROBERT SCHILLER | |||||||||
| SENIOR VICE PRESIDENT & CF | 55.00 | 5.00 | Yes (X) | $171,932 | $0 | $6,596 | |||
| GRANT LLEWELLYN | |||||||||
| MUSIC DIRECTOR | 25.00 | $206,000 | $0 | $0 | Yes (X) | ||||
| BRIAN REAGIN | |||||||||
| MUSICIAN | 40.00 | $133,967 | $0 | $25,766 | Yes (X) | ||||
| ELIZABETH RANSOM | |||||||||
| VP OF PHILANTHROPY | 50.00 | $144,273 | $0 | $13,659 | Yes (X) | ||||
| LINDA CHARLTON | |||||||||
| VP MARKETING/AUDIENCE DEV | 50.00 | $106,731 | $0 | $27,882 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,088,670 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $105,207 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DISNEY CONCERT | |||||
| PO BOX 101622 | PASADENA | CA | 911891622 | GUEST ARTISTS | $135,000 |
| DCM | |||||
| 330 WEST 38TH STREET SUITE 207 | NEW YORK | NY | 10018 | TELEMARKETING | $121,889 |
| TARGET RESOURCE GROUP LLC | |||||
| 90 S CASCADE AVE SUITE 510 | COLORADO SPRINGS | CO | 80903 | MARKETING CONSULTANT | $113,207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $883,592 | RelatedOrganizationsAmt |
| Government Grants | $6,223,263 | GovernmentGrantsAmt |
| All Other Contributions | $3,278,207 | AllOtherContributionsAmt |
| Noncash Contributions | $217,605 | NoncashContributionsAmt |
| Total Contributions | $10,385,062 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONCERT REVENUE | 711190 | $3,893,142 | $3,893,142 |
| EDUCATION | 711190 | $62,162 | $62,162 |
| PROGRAM PROCESSING FEES | 711190 | $38,600 | $38,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,993,904 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $420,336 | TotalRevenueColumnAmt |
| Exclusion | $420,336 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,875,672 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,807,278 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $68,394 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,394 | TotalRevenueColumnAmt |
| Exclusion | $68,394 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,154 | TotalRevenueColumnAmt |
| Exclusion | $11,154 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,154 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,878,850 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,993,904 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $499,884 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,151,166 | TotalAmt |
| Program Services | $484,567 | ProgramServicesAmt |
| Management And General | $342,484 | ManagementAndGeneralAmt |
| Fundraising | $324,115 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,804,139 | TotalAmt |
| Program Services | $5,825,155 | ProgramServicesAmt |
| Management And General | $671,355 | ManagementAndGeneralAmt |
| Fundraising | $307,629 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,491 | TotalAmt |
| Program Services | $357,146 | ProgramServicesAmt |
| Management And General | $79,483 | ManagementAndGeneralAmt |
| Fundraising | $1,862 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,260,121 | TotalAmt |
| Program Services | $1,104,002 | ProgramServicesAmt |
| Management And General | $65,331 | ManagementAndGeneralAmt |
| Fundraising | $90,788 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,336 | TotalAmt |
| Program Services | $448,520 | ProgramServicesAmt |
| Management And General | $68,474 | ManagementAndGeneralAmt |
| Fundraising | $26,342 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,700 | TotalAmt |
| Management And General | $42,700 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,766 | TotalAmt |
| Management And General | $55,766 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,631 | TotalAmt |
| Management And General | $20,631 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,247,058 | TotalAmt |
| Program Services | $498,828 | ProgramServicesAmt |
| Management And General | $404,992 | ManagementAndGeneralAmt |
| Fundraising | $343,238 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $844,902 | TotalAmt |
| Program Services | $842,044 | ProgramServicesAmt |
| Fundraising | $2,858 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,774 | TotalAmt |
| Program Services | $29,357 | ProgramServicesAmt |
| Management And General | $39,657 | ManagementAndGeneralAmt |
| Fundraising | $54,760 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,549 | TotalAmt |
| Program Services | $6,180 | ProgramServicesAmt |
| Management And General | $1,968 | ManagementAndGeneralAmt |
| Fundraising | $2,401 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,664 | TotalAmt |
| Program Services | $84,546 | ProgramServicesAmt |
| Management And General | $193,118 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,670 | TotalAmt |
| Program Services | $108,734 | ProgramServicesAmt |
| Management And General | $719 | ManagementAndGeneralAmt |
| Fundraising | $8,217 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,830 | TotalAmt |
| Program Services | $17,782 | ProgramServicesAmt |
| Management And General | $40,048 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,063 | TotalAmt |
| Program Services | $300 | ProgramServicesAmt |
| Management And General | $3,763 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| GUEST ARTISTS | $957,318 | $957,318 | |
| CONCERT PRODUCTION | $481,081 | $467,942 | $13,139 |
| BOX OFFICE | $191,647 | $191,647 | |
| ACOUSTICAL CANOPY | $136,906 | $136,906 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,842 | TotalAmt |
| Program Services | $152,842 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,919,654 | TotalAmt |
| Program Services | $11,713,816 | ProgramServicesAmt |
| Management And General | $2,043,628 | ManagementAndGeneralAmt |
| Fundraising | $1,162,210 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,849 | BOYAmt |
| EOY | $1,230,843 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,593,246 | BOYAmt |
| EOY | $698,818 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,174,876 | BOYAmt |
| EOY | $1,084,796 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,144 | BOYAmt |
| EOY | $49,658 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,992 | BOYAmt |
| EOY | $370,221 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,011,937 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $878,647 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,839 | BOYAmt |
| EOY | $133,290 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,658,381 | BOYAmt |
| EOY | $14,627,097 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,066 | BOYAmt |
| EOY | $77,398 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,531,393 | BOYAmt |
| EOY | $18,272,121 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,044 | BOYAmt |
| EOY | $355,136 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,812,497 | BOYAmt |
| EOY | $1,671,815 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,459 | BOYAmt |
| EOY | $14,510 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,214 | BOYAmt |
| EOY | $170,270 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,595,214 | BOYAmt |
| EOY | $2,211,731 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $962,542 | BOYAmt |
| EOY | $1,949,683 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,973,637 | BOYAmt |
| EOY | $14,110,707 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,936,179 | BOYAmt |
| EOY | $16,060,390 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,531,393 | BOYAmt |
| EOY | $18,272,121 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$40,804 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $165,015 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,964,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,940,491 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,980,403 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,107,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,385,062 | CurrentTaxYearAmt |
| Total | $64,377,887 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $571,982 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $605,469 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $499,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $443,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $435,854 | CurrentTaxYearAmt |
| Total | $2,556,452 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,536,453 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,545,960 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,480,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,550,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,820,916 | CurrentTaxYearAmt |
| Total | $66,934,339 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,079,844 | SubstantialContributorsTotAmt |
| Public Support Total170 | $54,854,495 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,669 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $161,718 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $351,639 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $420,336 | CurrentTaxYearAmt |
| Total | $1,155,324 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $209,875 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $171,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,410 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,154 | CurrentTaxYearAmt |
| Total | $537,941 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $68,627,604 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $22,645,360 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77440 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2016 AMOUNT: $ 20,543. 2017 AMOUNT: $ 7,339. 2018 AMOUNT: $ 5,328. 2019 AMOUNT: $ 11,154. FUNDRAISING REV - 2015 AMOUNT: $ 209,875. 2016 AMOUNT: $ 68,995. 2017 AMOUNT: $ 164,625. 2018 AMOUNT: $ 50,082. 2019 AMOUNT: $ 0. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $55,766 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $55,766 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE NORTH CAROLINA SYMPHONY IS A MEMBER OF ARTS NORTH CAROLINA WHICH IS A 501(C)(3) TAX EXEMPT ORGANIZATION. OUR DUES WERE $3,000 FOR FY2020 AND A PORTION OF THIS WILL GO TOWARD LOBBYING. OUR STAFF IS INVOLVED IN THE LEGISLATIVE BUDGET PROCESS EACH YEAR DUE TO STATE FUNDING AND IN-KIND FUNDS RECEIVED FROM THE STATE OF NORTH CAROLINA DEPARTMENT OF NATURAL AND CULTURAL RESOURCES. OUR PRESIDENT SERVES AS A DIVISION DIRECTOR WITHIN THE DEPARTMENT OF NATURAL AND CULTURAL RESOURCES. OUR BOARD OF DIRECTORS IS INVOLVED IN INDIVIDUAL EFFORTS TO MAINTAIN OUR STATE SUPPORT. DURING THE 2020 FISCAL YEAR, THE SYMPHONY ALSO ACTIVELY SOUGHT CITY, COUNTY AND FEDERAL GRANTS TO SUPPORT OUR PROGRAMS. WE ALSO RECEIVE IN-KIND SUPPORT FROM THE CITY OF RALEIGH FOR THE USE OF FACILITIES. IN TERMS OF NATIONAL ISSUES, WE ARE A MEMBER OF THE LEAGUE OF AMERICAN ORCHESTRAS TO WHICH WE PAID ANNUAL DUES OF $17,536. AMONG THEIR ACTIVITIES IS GOVERNMENTAL AFFAIRS AND LOBBYING FOR ISSUES RELATED TO THE ARTS. THE LEAGUE OF AMERICAN ORCHESTRAS SPENDS 2% ON LOBBYING EFFORTS THE NORTH CAROLINA SYMPHONY SPENT A TOTAL OF $55,766 ON DIRECT LOBBYING EXPENSES IN FY2020. NO PUBLIC FUNDING WAS USED FOR THESE EXPENSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,581,729 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $653,746 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $667,006 | OtherExpendituresAmt |
| Administrative Expenses | $20,631 | AdministrativeExpensesAmt |
| End Year Balance | $14,547,838 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,894,047 | BeginningYearBalanceAmt |
| Contributions | $10,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,214,267 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $510,607 | OtherExpendituresAmt |
| Administrative Expenses | $15,979 | AdministrativeExpensesAmt |
| End Year Balance | $14,581,728 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,920,259 | BeginningYearBalanceAmt |
| Contributions | $10,634 | ContributionsAmt |
| Investment Earnings Or Losses | $291,753 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $189,545 | OtherExpendituresAmt |
| End Year Balance | $4,033,101 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,654,295 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $435,288 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $169,324 | OtherExpendituresAmt |
| End Year Balance | $3,920,259 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,872,507 | BeginningYearBalanceAmt |
| Contributions | $1,900,000 | ContributionsAmt |
| Investment Earnings Or Losses | $47,418 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $165,630 | OtherExpendituresAmt |
| End Year Balance | $3,654,295 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13570 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68740 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17690 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,726 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,726 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $724,772 | OtherCostOrOtherBasisAmt |
| Depreciation | $640,839 | DepreciationAmt |
| Book Value | $83,933 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $199,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $150,082 | DepreciationAmt |
| Book Value | $49,357 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $133,290 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLE | $83,564 |
| OBLIGATIONS UNDER SPLIT-INTEREST AGREEMENTS | $86,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $170,270 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,488,976 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $165,015 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $465,742 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $630,757 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,858,219 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $20,631 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $20,631 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,878,850 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,364,765 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $465,742 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $465,742 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,899,023 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $20,631 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $20,631 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,919,654 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PURPOSE OF THE ENDOWMENT FUNDS IS TO PROVIDE SUPPORT TO THE SOCIETY. THE ENDOWMENT FUNDS OF BOTH THE NORTH CAROLINA SYMPHONY SOCIETY, INC. AND THE NORTH CAROLINA SYMPHONY FOUNDATION ARE MANAGED BY AN INVESTMENT COMMITTEE, COMPRISED OF MEMBERS OF BOTH ORGANIZATIONS' BOARDS. |
| PART X, LINE 2: | FIN 48 (ASC 740) FOOTNOTE: 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 ASC. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SANDI MA MACDONALD | ||||||||||||||
| PRESIDENT & CEO | $270,688 | $0 | $55,000 | $0 | $79 | $0 | $5,500 | $0 | $25,804 | $0 | $357,071 | $0 | $0 | $0 |
| ROBERT SCHILLER | ||||||||||||||
| SENIOR VICE PRESIDENT & CF | $156,319 | $0 | $15,585 | $0 | $28 | $0 | $3,179 | $0 | $3,417 | $0 | $178,528 | $0 | $0 | $0 |
| GRANT LLEWELLYN | ||||||||||||||
| MUSIC DIRECTOR | $206,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $206,000 | $0 | $0 | $0 |
| BRIAN REAGIN | ||||||||||||||
| MUSICIAN | $133,888 | $0 | $0 | $0 | $79 | $0 | $5,194 | $0 | $20,572 | $0 | $159,733 | $0 | $0 | $0 |
| ELIZABETH RANSOM | ||||||||||||||
| VP OF PHILANTHROPY | $131,189 | $0 | $13,005 | $0 | $79 | $0 | $2,653 | $0 | $11,006 | $0 | $157,932 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $217,605 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE GOVERNOR OF THE STATE OF NC APPOINTS FOUR TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE AND THE FULL BOARD REVIEW THE ENTIRE FORM 990. SCHEDULE B IS REDACTED SINCE SOME DONORS REQUEST TO REMAIN ANONYMOUS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE 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 | 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. |
| 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, SECTION A: | GRANT LLEWELLYN'S COMMITMENT TO NORTH CAROLINA SYMPHONY IS HIS FOREMOST PROFESSIONAL RESPONSIBILITY. FOR THE 2019-20 SEASON, MR. LLEWELLYN CONDUCTED 10 WEEKS. THROUGHOUT THE YEAR, HE WAS AVAILABLE BOTH IN PERSON AND REMOTELY FOR ADDITIONAL ARTISTIC PLANNING, EDUCATION PROGRAMS, ADMINISTRATIVE WORK, AUDITIONS, AND PROMOTIONAL AND PUBLIC RELATIONS ACTIVITIES. MR. LLEWELLYN SPENT A CONSIDERABLE AMOUNT OF TIME ASSISTING WITH THE CULTIVATION AND SOLICITATION OF KEY DONORS AND VOLUNTEERS THROUGH HIS PRESENCE AT MEETINGS, RECEPTIONS AND FUNDRAISING EVENTS. YEAR-ROUND, MR. LLEWELLYN PROVIDES ARTISTIC VISION AND GUIDANCE FOR THE NORTH CAROLINA SYMPHONY, IMPLEMENTS THE ARTISTIC POLICIES FOR THE ORGANIZATION, AND MAINTAINS AND DEVELOPS THE ARTISTIC QUALITY IN ORDER TO UPHOLD THE HIGHEST POSSIBLE STANDARD OF MUSICAL PERFORMANCE IN ALL PROGRAMS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CAROLINA SYMPHONY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 GLENWOOD AVENUE STE 130 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581495066 | EIN |
| Primary Activities | HOLD SOCIETY'S ENDOWMENT, SOLICIT ADDITIONS,& PROTECT ASSETS | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NC SYMPHONY SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NC SYMPHONY FOUNDATION INC | ||
| C | $883,592 | CASH |
| NC SYMPHONY FOUNDATION INC | ||
| D | $77,398 | CASH |
| NC SYMPHONY FOUNDATION INC | ||
| E | $83,564 | CASH |
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