NORTH CAROLINA SYMPHONY SOCIETY INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
NORTH CAROLINA SYMPHONY SOCIETY INC (EIN 56-0556755)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-02-12
IRS object ID
202010439349301101
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-02-12T08:37:26-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11861 INTERNATIONAL DRIVE SUITE 400AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN560556755EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTH CAROLINA SYMPHONY SOCIETY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNORTBusinessNameControlTxt
Phone9197332750PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13700 GLENWOOD AVE NO 130AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27612ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSANDI MA MACDONALDPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone9197332750PhoneNum
Signature2020-02-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYONG ZHANG CPAPreparerPersonNm
PTINP01249785PTIN
Phone7033366400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.98.98.135IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-02-11IPDt
IP Tm14:41:22IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id5BB3B986E96693C9FA12ABDB8E5DE88F5CFF60A5AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDON K DAVISPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13700 GLENWOOD AVE NO 130AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27612ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$27,900,459GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressNCSYMPHONY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1932FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionPROMOTE AND FOSTER THE MUSICAL CULTURE AND EDUCATION OF THE COMMUNITIES OF NC.ActivityOrMissionDesc
Voting Members Governing Body56VotingMembersGoverningBodyCnt
Voting Members Independent56VotingMembersIndependentCnt
Total Employee272TotalEmployeeCnt
Total Volunteers168TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$9,980,403PYContributionsGrantsAmt
CY Contributions Grants$21,107,460CYContributionsGrantsAmt
PY Program Service Revenue$4,676,735PYProgramServiceRevenueAmt
CY Program Service Revenue$4,905,679CYProgramServiceRevenueAmt
PY Investment Income$161,718PYInvestmentIncomeAmt
CY Investment Income$409,708CYInvestmentIncomeAmt
PY Other Revenue$34,983PYOtherRevenueAmt
CY Other Revenue$26,776CYOtherRevenueAmt
PY Total Revenue$14,853,839PYTotalRevenueAmt
CY Total Revenue$26,449,623CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$10,072,533PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,874,285CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,158,644CYTotalFundraisingExpenseAmt
PY Other Expenses$4,893,455PYOtherExpensesAmt
CY Other Expenses$6,440,855CYOtherExpensesAmt
PY Total Expenses$14,965,988PYTotalExpensesAmt
CY Total Expenses$16,315,140CYTotalExpensesAmt
PY Revenues Less Expenses-$112,149PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$10,134,483CYRevenuesLessExpensesAmt
Total Assets BOY$7,219,058TotalAssetsBOYAmt
Total Assets EOY$18,531,393TotalAssetsEOYAmt
Total Liabilities BOY$2,221,921TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,595,214TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,997,137NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,936,179NetAssetsOrFundBalancesEOYAmt
MissionTO 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$13,201,309ExpenseAmt
Revenue$4,905,679RevenueAmt
DescFOUNDED IN 1932, THE NORTH CAROLINA SYMPHONY WAS THE FIRST STATE-SUPPORTED ORCHESTRA IN THE COUNTRY, AND ITS DUAL MISSION OF STATEWIDE SERVICE AND MUSIC EDUCATION CONTINUES TODAY. LED BY INTERNATIONALLY KNOWN MUSIC DIRECTOR GRANT LLEWELLYN, IT IS THE LARGEST PERFORMING ARTS ORGANIZATION IN NORTH CAROLINA, AND HAS THE MOST EXTENSIVE MUSIC EDUCATION PROGRAM OF ANY MAJOR U.S. ORCHESTRA. THE SYMPHONY PERFORMS APPROXIMATELY 175 FULL ORCHESTRA CONCERTS ACROSS THE STATE ANNUALLY, TRAVELING MORE THAN 18,500 MILES - MORE THAN ANY STATE SYMPHONY IN THE COUNTRY. VISITING APPROXIMATELY 40 COUNTIES EACH YEAR, THE SYMPHONY PERFORMS FOR 250,000 PEOPLE EACH YEAR, INCLUDING MORE THAN 55,000 STUDENTS. INNOVATIVE PROGRAMS HIGHLIGHT THE SYMPHONY'S ROLE AS A LEADER IN THE CULTURAL LIFE OF THE STATE.Desc
Total Program Service Expenses$13,201,309TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document123IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee272EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members56GoverningBodyVotingMembersCnt
Independent Voting Member56IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT SCHILLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9197332750PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13700 GLENWOOD AVE NO 130AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27612ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (66 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
DON DAVIS
CHAIR5.001.00Yes (X)Yes (X)$0$0$0
MR WM CHARLES HELTON
VICE CHAIR5.001.00Yes (X)Yes (X)$0$0$0
DR SALLY C JOHNSON
SECRETARY5.00Yes (X)Yes (X)$0$0$0
JOSEPH C BASTIAN
TREASURER5.00Yes (X)Yes (X)$0$0$0
TERRY STEVENS
ASSISTANT TREASURER5.00Yes (X)Yes (X)$0$0$0
DEBORAH M AIKEN
TRUSTEE1.00Yes (X)$0$0$0
DR TIMOTHY ALTMAN
TRUSTEE1.00Yes (X)$0$0$0
DR TRUDE R BATE
TRUSTEE1.00Yes (X)$0$0$0
JANIE BIRD
TRUSTEE1.00Yes (X)$0$0$0
JUD BOWMAN
TRUSTEE1.00Yes (X)$0$0$0
PATTY BRIGUGLIO
TRUSTEE3.00Yes (X)$0$0$0
MARTIN BRINKLEY
TRUSTEE1.00Yes (X)$0$0$0
STEPHEN W BURRISS
TRUSTEE1.00Yes (X)$0$0$0
TIM CLANCY
TRUSTEE1.00Yes (X)$0$0$0
THE HONORABLE ROY COOPER
TRUSTEE0.00Yes (X)$0$0$0
JEFFREY CORBETT
TRUSTEE1.00Yes (X)$0$0$0
DAVID CRABTREE
TRUSTEE1.00Yes (X)$0$0$0
RICHARD L DAUGHERTY
TRUSTEE1.001.00Yes (X)$0$0$0
ROBERT C DOHERTY
TRUSTEE1.00Yes (X)$0$0$0
KEITH DONAHUE
TRUSTEE1.00Yes (X)$0$0$0
RUTH DZAU
TRUSTEE1.00Yes (X)$0$0$0
MARGARET POYNER GALBRAITH
TRUSTEE1.00Yes (X)$0$0$0
RICK GARDNER
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL GERING
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL GOLDEN
TRUSTEE3.00Yes (X)$0$0$0
DONALD A HAILE
TRUSTEE1.00Yes (X)$0$0$0
DAVID L HAINES
TRUSTEE1.00Yes (X)$0$0$0
SECRETARY SUSI HAMILTON
TRUSTEE1.00Yes (X)$0$0$0
ELAINE BRYANT HAYES
TRUSTEE1.00Yes (X)$0$0$0
RICHARD EDWARD HINSON
TRUSTEE1.00Yes (X)$0$0$0
DOUGLAS C HORNBERGER
TRUSTEE1.00Yes (X)$0$0$0
KEVIN HOWELL
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL PATRICK HUGHES
TRUSTEE1.00Yes (X)$0$0$0
THE HONORABLE MARK JOHNSON
TRUSTEE1.00Yes (X)$0$0$0
L DWAIN JOYCE
TRUSTEE1.00Yes (X)$0$0$0
CECELIA ECKERT KENNEDY
TRUSTEE1.00Yes (X)$0$0$0
DR ROBERT LACIN
TRUSTEE1.00Yes (X)$0$0$0
ROBERT MACNEILL JR
TRUSTEE1.00Yes (X)$0$0$0
BRANFORD MARSALIS
TRUSTEE1.00Yes (X)$0$0$0
LOUISE A MILLER
TRUSTEE1.00Yes (X)$0$0$0
JAMES MORGAN
TRUSTEE1.00Yes (X)$0$0$0
GRAHAM H MOSELY
TRUSTEE1.00Yes (X)$0$0$0
THOMAS L NORRIS JR
TRUSTEE1.00Yes (X)$0$0$0
G PATEL
TRUSTEE1.00Yes (X)$0$0$0
FLORENCE PEACOCK
TRUSTEE1.00Yes (X)$0$0$0
DR EMILY MANN PECK
TRUSTEE1.00Yes (X)$0$0$0
ASHLEY MATLOCK PERKINSON
TRUSTEE3.00Yes (X)$0$0$0
DR RAMACHANDRA P REDDY
TRUSTEE1.00Yes (X)$0$0$0
RICHARD H ROBINSON JR
TRUSTEE1.00Yes (X)$0$0$0
JEFFREY B SHEEHAN
TRUSTEE1.00Yes (X)$0$0$0
JASON SMITH
TRUSTEE1.00Yes (X)$0$0$0
TRACEY FODOR SMITH
TRUSTEE1.00Yes (X)$0$0$0
DAVID SONTAG
TRUSTEE1.00Yes (X)$0$0$0
LINDA J STAUNCH
TRUSTEE1.00Yes (X)$0$0$0
SANDRA SULLY
TRUSTEE1.00Yes (X)$0$0$0
JENNIE HARRIS WALLACE
TRUSTEE1.00Yes (X)$0$0$0
DERECK WHITTENBURG
TRUSTEE1.00Yes (X)$0$0$0
LARRY WILSON
TRUSTEE1.001.00Yes (X)$0$0$0
TIM YULL
TRUSTEE1.00Yes (X)$0$0$0
SANDI MA MACDONALD
PRESIDENT & CEO55.005.00Yes (X)$316,930$0$29,252
ROBERT SCHILLER
SENIOR VICE PRESIDENT & CFO55.005.00Yes (X)$168,750$0$8,934
GRANT LLEWELLYN
MUSIC DIRECTOR25.00$221,000$0$0Yes (X)
MARTIN SHER
VP & GENERAL MANAGER50.00$147,444$0$30,502Yes (X)
ELIZABETH RANSOM
VP OF PHILANTHROPY50.00$141,872$0$9,457Yes (X)
BRIAN REAGIN
MUSICIAN40.00$118,247$0$23,619Yes (X)
LINDA CHARLTON
VP MARKETING/AUDIENCE DEV50.00$102,814$0$23,446Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,217,057TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$125,210TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DCM
330 WEST 38TH STREET SUITE 207NEW YORKNY10018TELEMARKETING$217,196
DISNEY CONCERT
PO BOX 101622PASADENACA911891622GUEST ARTISTS$150,482
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Fundraising$45,000FundraisingAmt
Related Organizations$858,375RelatedOrganizationsAmt
Government Grants$5,186,577GovernmentGrantsAmt
All Other Contributions$15,017,508AllOtherContributionsAmt
Noncash Contributions$283,020NoncashContributionsAmt
Total Contributions$21,107,460TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONCERT REVENUE711190$4,792,257$4,792,257
EDUCATION711190$62,637$62,637
PROGRAM PROCESSING FEES711190$50,785$50,785
FieldValueIRS element (for citing)
Total Program Service Revenue$4,905,679TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$351,639TotalRevenueColumnAmt
Exclusion$351,639ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,480,271SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,422,202SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$58,069SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,069TotalRevenueColumnAmt
Exclusion$58,069ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$50,082FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$45,000ContriRptFundraisingEventAmt
Fundraising Direct Expenses$28,634FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,448TotalRevenueColumnAmt
Exclusion$21,448ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$5,328TotalRevenueColumnAmt
Exclusion$5,328ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,328OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,449,623TotalRevenueColumnAmt
Related Or Exempt Func Income$4,905,679RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$436,484ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$998,363TotalAmt
Program Services$373,584ProgramServicesAmt
Management And General$323,479ManagementAndGeneralAmt
Fundraising$301,300FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$6,768,815TotalAmt
Program Services$5,873,562ProgramServicesAmt
Management And General$577,205ManagementAndGeneralAmt
Fundraising$318,048FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$407,151TotalAmt
Program Services$332,571ProgramServicesAmt
Management And General$68,060ManagementAndGeneralAmt
Fundraising$6,520FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,153,284TotalAmt
Program Services$1,015,925ProgramServicesAmt
Management And General$70,877ManagementAndGeneralAmt
Fundraising$66,482FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$546,672TotalAmt
Program Services$444,648ProgramServicesAmt
Management And General$61,390ManagementAndGeneralAmt
Fundraising$40,634FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$35,790TotalAmt
Management And General$35,790ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,239TotalAmt
Management And General$5,239ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$63,578TotalAmt
Management And General$63,578ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$15,978TotalAmt
Management And General$15,978ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,383,545TotalAmt
Program Services$764,655ProgramServicesAmt
Management And General$269,884ManagementAndGeneralAmt
Fundraising$349,006FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$660,307TotalAmt
Program Services$656,007ProgramServicesAmt
Fundraising$4,300FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$116,539TotalAmt
Program Services$26,924ProgramServicesAmt
Management And General$29,175ManagementAndGeneralAmt
Fundraising$60,440FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,727TotalAmt
Program Services$6,464ProgramServicesAmt
Management And General$1,904ManagementAndGeneralAmt
Fundraising$1,359FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$293,009TotalAmt
Program Services$101,545ProgramServicesAmt
Management And General$191,464ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$239,143TotalAmt
Program Services$224,764ProgramServicesAmt
Management And General$3,824ManagementAndGeneralAmt
Fundraising$10,555FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$42,731TotalAmt
Program Services$9,478ProgramServicesAmt
Management And General$33,253ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$187,232TotalAmt
Program Services$2,105ProgramServicesAmt
Management And General$185,127ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
GUEST ARTISTS$1,200,043$1,200,043$0$0
ACOUSTICAL CANOPY$1,011,530$1,011,530$0$0
CONCERT PRODUCTION$809,776$790,816$18,960$0
BOX OFFICE$201,660$201,660$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$165,028TotalAmt
Program Services$165,028ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,315,140TotalAmt
Program Services$13,201,309ProgramServicesAmt
Management And General$1,955,187ManagementAndGeneralAmt
Fundraising$1,158,644FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$679,038BOYAmt
EOY$440,849EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$971,268BOYAmt
EOY$1,593,246EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,041,277BOYAmt
EOY$1,174,876EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,611BOYAmt
EOY$37,144EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$278,113BOYAmt
EOY$402,992EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,003,497LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$838,658LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$68,740BOYAmt
EOY$164,839EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,980,155BOYAmt
EOY$14,658,381EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$179,856BOYAmt
EOY$59,066EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,219,058BOYAmt
EOY$18,531,393EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$296,530BOYAmt
EOY$418,044EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,674,711BOYAmt
EOY$1,812,497EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$7,942BOYAmt
EOY$211,459EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$242,738BOYAmt
EOY$153,214EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,221,921BOYAmt
EOY$2,595,214EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$50,543BOYAmt
EOY$962,542EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,946,594BOYAmt
EOY$4,973,637EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$10,000,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,997,137BOYAmt
EOY$15,936,179EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,219,058BOYAmt
EOY$18,531,393EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$10,134,483ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$804,559NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,620,378CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,964,471CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,940,491CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,980,403CurrentTaxYearMinus1YearAmt
Current Tax Year$21,107,460CurrentTaxYearAmt
Total$64,613,203TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$400,775CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$571,982CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$605,469CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$499,674CurrentTaxYearMinus1YearAmt
Current Tax Year$443,473CurrentTaxYearAmt
Total$2,521,373TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,021,153CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,536,453CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,545,960CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,480,077CurrentTaxYearMinus1YearAmt
Current Tax Year$21,550,933CurrentTaxYearAmt
Total$67,134,576TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$14,083,578SubstantialContributorsTotAmt
Public Support Total170$53,050,998PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,880CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$110,962CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$110,669CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$161,718CurrentTaxYearMinus1YearAmt
Current Tax Year$351,639CurrentTaxYearAmt
Total$758,868TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$89,991CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$209,875CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,538CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$171,964CurrentTaxYearMinus1YearAmt
Current Tax Year$55,410CurrentTaxYearAmt
Total$616,778TotalAmt
FieldValueIRS element (for citing)
Total Support$68,510,222TotalSupportAmt
Gross Receipts Rltd Activities$23,116,926GrossReceiptsRltdActivitiesAmt
Public Support CY1700.77440PublicSupportCY170Pct
Public Support PY1700.87750PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2014 AMOUNT: $ 89,991. 2016 AMOUNT: $ 20,543. 2017 AMOUNT: $ 7,339. 2018 AMOUNT: $ 5,328. FUNDRAISING REV - 2015 AMOUNT: $ 209,875. 2016 AMOUNT: $ 68,995. 2017 AMOUNT: $ 164,625. 2018 AMOUNT: $ 50,082.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersYes (1)VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$63,578DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$63,578TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE NORTH CAROLINA SYMPHONY IS A MEMBER OF ARTS NORTH CAROLINA WHICH IS A 501(C)(3) TAX EXEMPT ORGANIZATION. OUR DUES WERE $1,800 FOR FY2019 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 2019 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 $17,082. 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 $63,578 ON DIRECT LOBBYING EXPENSES IN FY2019. NO PUBLIC FUNDING WAS USED FOR THESE EXPENSES.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,894,047BeginningYearBalanceAmt
Contributions$10,000,000ContributionsAmt
Investment Earnings Or Losses$1,214,267InvestmentEarningsOrLossesAmt
Other Expenditures$510,607OtherExpendituresAmt
Administrative Expenses$15,979AdministrativeExpensesAmt
End Year Balance$14,581,728EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,920,259BeginningYearBalanceAmt
Contributions$10,634ContributionsAmt
Investment Earnings Or Losses$291,753InvestmentEarningsOrLossesAmt
Other Expenditures$189,545OtherExpendituresAmt
End Year Balance$4,033,101EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,654,295BeginningYearBalanceAmt
Investment Earnings Or Losses$435,288InvestmentEarningsOrLossesAmt
Other Expenditures$169,324OtherExpendituresAmt
End Year Balance$3,920,259EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,872,507BeginningYearBalanceAmt
Contributions$1,900,000ContributionsAmt
Investment Earnings Or Losses$47,418InvestmentEarningsOrLossesAmt
Other Expenditures$165,630OtherExpendituresAmt
End Year Balance$3,654,295EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$1,953,857ContributionsAmt
Investment Earnings Or Losses$35,566InvestmentEarningsOrLossesAmt
Other Expenditures$116,916OtherExpendituresAmt
End Year Balance$1,872,507EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.12690BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.68580PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.18730TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$87,726OtherCostOrOtherBasisAmt
Depreciation$87,726DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$724,772OtherCostOrOtherBasisAmt
Depreciation$618,105DepreciationAmt
Book Value$106,667BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$190,999OtherCostOrOtherBasisAmt
Depreciation$132,827DepreciationAmt
Book Value$58,172BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$164,839TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
INTERCOMPANY PAYABLE$72,367
OBLIGATIONS UNDER SPLIT-INTEREST AGREEMENTS$80,847
FieldValueIRS element (for citing)
Total Liability$153,214TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$27,730,311TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$804,559NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$463,473DonatedServicesAndUseFcltsAmt
Other Revenue$28,634OtherRevenueAmt
Revenue Not Reported$1,296,666RevenueNotReportedAmt
Revenue Subtotal$26,433,645RevenueSubtotalAmt
Investment Expenses Not Incld$15,978InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$15,978RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$26,449,623TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$16,791,269TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$463,473DonatedServicesUseFcltsAmt
Other Expenses Included$28,634OtherExpensesIncludedAmt
Expenses Not Reported$492,107ExpensesNotReportedAmt
Expenses Subtotal$16,299,162ExpensesSubtotalAmt
Investment Expenses Not Incld2$15,978InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$15,978ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$16,315,140TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.
PART XI, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING DIRECT EXPENSES 28,634.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING DIRECT EXPENSES 28,634.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FRIENDS OF NOTE 2019Event1Nm
Gross Receipts Event1$95,082GrossReceiptsEvent1Amt
Charitable Contri Event1$45,000CharitableContriEvent1Amt
Gross Revenue Event1$50,082GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Other Direct Expenses Event1$28,634OtherDirectExpensesEvent1Amt
Event2NAEvent2Nm
Gross Receipts Total$95,082GrossReceiptsTotalAmt
Charitable Contributions Tot$45,000CharitableContributionsTotAmt
Gross Revenue Total Events$50,082GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$28,634OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$28,634DirectExpenseSummaryEventsAmt
Net Income Summary$21,448NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART II:FormAndLineReferenceDesc
ExplanationTHE FRIENDS OF NOTE FUNDRAISING EVENT NETTED $66,448, INCLUDING BOTH GROSS TICKET SALES AND CONTRIBUTIONS RECEIVED.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SANDI MA MACDONALD
PRESIDENT & CEO$275,000$0$41,878$0$52$0$5,500$0$23,752$0$346,182$0$0$0
ROBERT SCHILLER
SENIOR VICE PRESIDENT & CFO$153,452$0$15,280$0$18$0$3,117$0$5,817$0$177,684$0$0$0
GRANT LLEWELLYN
MUSIC DIRECTOR$221,000$0$0$0$0$0$0$0$0$0$221,000$0$0$0
MARTIN SHER
VP & GENERAL MANAGER$133,776$0$13,650$0$18$0$2,785$0$27,717$0$177,946$0$0$0
ELIZABETH RANSOM
VP OF PHILANTHROPY$129,104$0$12,750$0$18$0$2,601$0$6,856$0$151,329$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationTHE CEO'S PAYMENT INCLUDED IN PART II COLUMN B WAS DUE TO PRIOR YEARS' VOLUNTARY REDUCTIONS IN SALARY.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution24ContributionCnt
Noncash Contributions Rpt F990$283,020NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER OF CONTRIBUTIONS IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE GOVERNOR OF THE STATE OF NC APPOINTS FOUR TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11BTHE AUDIT COMMITTEE REVIEWS THE ENTIRE FORM 990. SCHEDULE B IS REDACTED FOR REVIEW BY THE FULL BOARD SINCE SOME DONORS REQUEST TO REMAIN ANONYMOUS.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 15INDUSTRY 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 19FINANCIAL 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 2018-19 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

FieldValueIRS element (for citing)
Business Name Line1NORTH CAROLINA SYMPHONY FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13700 GLENWOOD AVENUE STE 130AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27612ZIPCd
FieldValueIRS element (for citing)
EIN581495066EIN
Primary ActivitiesHOLD SOCIETY'S ENDOWMENT, SOLICIT ADDITIONS,& PROTECT ASSETSPrimaryActivitiesTxt
Legal Domicile StateNCLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12A, IPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NC SYMPHONY SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
NC SYMPHONY FOUNDATION INC
C$858,375CASH
NC SYMPHONY FOUNDATION INC
D$59,066CASH
NC SYMPHONY FOUNDATION INC
E$72,367CASH

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