NORTH CAROLINA SYMPHONY SOCIETY INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
NORTH CAROLINA SYMPHONY SOCIETY INC (EIN 56-0556755)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-02-13
IRS object ID
201810449349301426
Schema version
2016v3.0
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)
Return2018-02-13T20:11:44-06:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

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 Line1230 N ELM ST STE 1100AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27401ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

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
Signature2018-02-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYONG ZHANGPreparerPersonNm
PTINP01249785PTIN
Phone3362724551PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.171.131.171IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-02-13IPDt
IP Tm21:11:33IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id68E3BE8F27530CB92DCBE14CB09CA2C152DDBB4CAtSubmissionCreationDeviceId
At Submission Filing Device Id68E3BE8F27530CB92DCBE14CB09CA2C152DDBB4CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSANDI MA MACDONALDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13700 GLENWOOD AVE NO 130AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27612ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$14,609,675GrossReceiptsAmt
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 Body59VotingMembersGoverningBodyCnt
Voting Members Independent59VotingMembersIndependentCnt
Total Employee263TotalEmployeeCnt
Total Volunteers168TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$12,964,471PYContributionsGrantsAmt
CY Contributions Grants$9,940,491CYContributionsGrantsAmt
PY Program Service Revenue$4,533,384PYProgramServiceRevenueAmt
CY Program Service Revenue$4,468,977CYProgramServiceRevenueAmt
PY Investment Income$110,962PYInvestmentIncomeAmt
CY Investment Income$110,669CYInvestmentIncomeAmt
PY Other Revenue$113,357PYOtherRevenueAmt
CY Other Revenue$47,863CYOtherRevenueAmt
PY Total Revenue$17,722,174PYTotalRevenueAmt
CY Total Revenue$14,568,000CYTotalRevenueAmt
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$9,499,181PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,623,115CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,017,042CYTotalFundraisingExpenseAmt
PY Other Expenses$4,670,258PYOtherExpensesAmt
CY Other Expenses$4,422,988CYOtherExpensesAmt
PY Total Expenses$14,169,439PYTotalExpensesAmt
CY Total Expenses$14,046,103CYTotalExpensesAmt
PY Revenues Less Expenses$3,552,735PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$521,897CYRevenuesLessExpensesAmt
Total Assets BOY$8,667,583TotalAssetsBOYAmt
Total Assets EOY$7,234,214TotalAssetsEOYAmt
Total Liabilities BOY$4,559,163TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,264,799TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,108,420NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,969,415NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
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$11,315,821ExpenseAmt
Revenue$4,468,977RevenueAmt
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, THE NORTH CAROLINA SYMPHONY 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 18,000 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 50,000 SCHOOL CHILDREN. INNOVATIVE PROGRAMS HIGHLIGHT THE SYMPHONY'S ROLE AS A LEADER IN THE CULTURAL LIFE OF THE STATE WHILE EXPLORING ARTISTIC, CULTURAL, AND HISTORICAL IMPACTS AROUND THE MUSIC THE SYMPHONY PRESENTS. THE 2016-17 SEASON INCLUDED PERFORMANCES AT THE PRESTIGIOUS SHIFT FESTIVAL AT THE JOHN F. KENNEDY CENTER FOR THE PERFORMING ARTS IN WASHINGTON, DC.Desc
Total Program Service Expenses$11,315,821TotalProgramServiceExpensesAmt
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 Document142IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee263EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members59GoverningBodyVotingMembersCnt
Independent Voting Member59IndependentVotingMemberCnt
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 STE 130AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27612ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (65 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
JEFFREY A CORBETT
PAST CHAIR5.00Yes (X)Yes (X)$0$0$0
DR MARY SUSAN FULGHUM
VICE CHAIR5.00Yes (X)Yes (X)$0$0$0
JOE BASTIAN
TREASURER5.00Yes (X)Yes (X)$0$0$0
DR TED R KUNSTLING
ASSISTANT TREASURER5.00Yes (X)Yes (X)$0$0$0
DR SALLY C JOHNSON
SECRETARY5.00Yes (X)Yes (X)$0$0$0
DEBORAH M AIKEN
TRUSTEE1.00Yes (X)$0$0$0
CATHARINE BIGGS ARROWOOD
TRUSTEE3.00Yes (X)$0$0$0
DR TRUDE R BATE
TRUSTEE1.00Yes (X)$0$0$0
JANIE W BIRD
TRUSTEE1.00Yes (X)$0$0$0
PATTY BRIGUGLIO
TRUSTEE3.00Yes (X)$0$0$0
MARTIN H BRINKLEY
TRUSTEE1.00Yes (X)$0$0$0
STEVE BURRISS
TRUSTEE1.00Yes (X)$0$0$0
PHILIP P CAVE
TRUSTEE3.00Yes (X)$0$0$0
TIM CLANCY
TRUSTEE1.00Yes (X)$0$0$0
THE HONORABLE ROY COOPER
TRUSTEE1.00Yes (X)$0$0$0
DAVID R CRABTREE
TRUSTEE1.00Yes (X)$0$0$0
RICHARD L DAUGHERTY
TRUSTEE3.001.00Yes (X)$0$0$0
ROBERT C DOHERTY
TRUSTEE1.00Yes (X)$0$0$0
DR MARIJANET DOONAN
TRUSTEE1.00Yes (X)$0$0$0
RUTH DZAU
TRUSTEE1.00Yes (X)$0$0$0
SUSIE FARRELL
TRUSTEE1.00Yes (X)$0$0$0
EVAN FULTZ
TRUSTEE1.00Yes (X)$0$0$0
MARGARET POYNER GALBRAITH
TRUSTEE1.00Yes (X)$0$0$0
RICK GARDNER
TRUSTEE1.00Yes (X)$0$0$0
ROBERT GRAHAM
TRUSTEE3.00Yes (X)$0$0$0
DON HAILE
TRUSTEE1.00Yes (X)$0$0$0
DAVID L HAINES
TRUSTEE1.00Yes (X)$0$0$0
SECRETARY SUSI H HAMILTON
TRUSTEE1.00Yes (X)$0$0$0
JIM HANSEN
TRUSTEE1.00Yes (X)$0$0$0
ELAINE BRYANT HAYES
TRUSTEE1.00Yes (X)$0$0$0
DR WM CHARLES HELTON
TRUSTEE1.001.00Yes (X)$0$0$0
RICHARD E HINSON
TRUSTEE1.00Yes (X)$0$0$0
DOUGLAS C HORNBERGER
TRUSTEE1.00Yes (X)$0$0$0
KEVIN HOWELL
TRUSTEE1.00Yes (X)$0$0$0
JERRY HWANG
TRUSTEE1.00Yes (X)$0$0$0
THE HONORABLE MARK JOHNSON
TRUSTEE1.00Yes (X)$0$0$0
LDWAIN 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
BRANFORD MARSALIS
TRUSTEE1.00Yes (X)$0$0$0
CLIFFORD B MELTZER
TRUSTEE1.00Yes (X)$0$0$0
JAMES MORGAN
TRUSTEE1.00Yes (X)$0$0$0
GRAHAM MOSELY
TRUSTEE1.00Yes (X)$0$0$0
SHARAT NAGARAJ
TRUSTEE1.00Yes (X)$0$0$0
THOMAS L NORRIS JR
TRUSTEE1.00Yes (X)$0$0$0
FLORENCE PEACOCK
TRUSTEE1.00Yes (X)$0$0$0
EMILY MANN PECK
TRUSTEE1.00Yes (X)$0$0$0
ASHLEY MATLOCK PERKINSON
TRUSTEE3.00Yes (X)$0$0$0
DR P RAMACHANDRA REDDY
TRUSTEE1.00Yes (X)$0$0$0
THOMAS H ROBERG
TRUSTEE1.005.00Yes (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
LINDA J STAUNCH
TRUSTEE3.00Yes (X)$0$0$0
TERRY L STEVENS
TRUSTEE1.00Yes (X)$0$0$0
SANDRA SULLY
TRUSTEE1.00Yes (X)$0$0$0
JENNIE HARRIS WALLACE
TRUSTEE3.00Yes (X)$0$0$0
SANDI MA MACDONALD
PRESIDENT & CEO55.005.00Yes (X)$314,567$0$14,422
ROBERT SCHILLER
SENIOR VP & CFO55.005.00Yes (X)$142,818$0$840
GRANT LLEWELLYN
MUSIC DIRECTOR25.00$213,200$0$0Yes (X)
MARTIN SHER
VP & GENERAL MANAGER50.00$120,430$0$20,875Yes (X)
ELIZABETH RANSOM
VP OF PHILANTHROPY50.00$121,595$0$8,636Yes (X)
BRIAN REAGIN
MUSICIAN, CONCERTMASTER40.00$100,697$0$14,237Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,013,307TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$59,010TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DCM INCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1330 WEST 38TH STREET SUITE 207AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
ServicesMARKETINGServicesDesc
Compensation$108,235CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$48,190FundraisingAmt
Related Organizations$612,202RelatedOrganizationsAmt
Government Grants$4,670,879GovernmentGrantsAmt
All Other Contributions$4,609,220AllOtherContributionsAmt
Noncash Contributions$610,007NoncashContributionsAmt
Total Contributions$9,940,491TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONCERT REVENUE711190$4,391,457$4,391,457
PROGRAM PROCESSING FEES711190$68,000$68,000
EDUCATION711190$9,520$9,520
FieldValueIRS element (for citing)
Total Program Service Revenue$4,468,977TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$110,669TotalRevenueColumnAmt
Exclusion$110,669ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$68,995FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$48,190ContriRptFundraisingEventAmt
Fundraising Direct Expenses$41,675FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,320TotalRevenueColumnAmt
Exclusion$27,320ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$20,543TotalRevenueColumnAmt
Exclusion$20,543ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$20,543OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,568,000TotalRevenueColumnAmt
Related Or Exempt Func Income$4,468,977RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$158,532ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$912,541TotalAmt
Program Services$333,630ProgramServicesAmt
Management And General$457,316ManagementAndGeneralAmt
Fundraising$121,595FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$6,455,489TotalAmt
Program Services$5,797,242ProgramServicesAmt
Management And General$281,140ManagementAndGeneralAmt
Fundraising$377,107FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$299,937TotalAmt
Program Services$299,937ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,436,557TotalAmt
Program Services$1,161,663ProgramServicesAmt
Management And General$206,801ManagementAndGeneralAmt
Fundraising$68,093FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$518,591TotalAmt
Program Services$436,598ProgramServicesAmt
Management And General$45,112ManagementAndGeneralAmt
Fundraising$36,881FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,978TotalAmt
Management And General$8,978ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$32,651TotalAmt
Management And General$18,668ManagementAndGeneralAmt
Fundraising$13,983FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$55,431TotalAmt
Management And General$55,431ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,987TotalAmt
Management And General$9,987ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$397,186TotalAmt
Program Services$172,444ProgramServicesAmt
Fundraising$224,742FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$959,223TotalAmt
Program Services$959,223ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$118,379TotalAmt
Program Services$1,183ProgramServicesAmt
Management And General$116,069ManagementAndGeneralAmt
Fundraising$1,127FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$93,406TotalAmt
Management And General$93,406ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$64,543TotalAmt
Program Services$64,543ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$545,605TotalAmt
Program Services$379,475ProgramServicesAmt
Management And General$166,130ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$175,357TotalAmt
Program Services$175,357ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$34,303TotalAmt
Program Services$6,121ProgramServicesAmt
Management And General$27,677ManagementAndGeneralAmt
Fundraising$505FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$68,971TotalAmt
Management And General$68,971ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$62,881TotalAmt
Program Services$31,679ProgramServicesAmt
Management And General$31,202ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$186,937TotalAmt
Program Services$60,585ProgramServicesAmt
Management And General$126,352ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
GUEST ARTISTS$940,821$940,821
BOX OFFICE$192,168$192,168
OTHER FUNDRAISING COSTS$173,009$173,009
MISC PRODUCTION EXPENSE$120,891$120,891

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$182,261TotalAmt
Program Services$182,261ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$14,046,103TotalAmt
Program Services$11,315,821ProgramServicesAmt
Management And General$1,713,240ManagementAndGeneralAmt
Fundraising$1,017,042FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,384,933BOYAmt
EOY$357,397EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$1,031,246EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,093,072BOYAmt
EOY$1,340,969EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,027BOYAmt
EOY$17,207EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$279,782BOYAmt
EOY$372,228EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$866,648LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$777,316LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$134,264BOYAmt
EOY$89,332EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,755,505BOYAmt
EOY$4,013,677EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$12,158EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,667,583BOYAmt
EOY$7,234,214EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$566,902BOYAmt
EOY$325,089EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,735,538BOYAmt
EOY$1,766,293EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,035,107BOYAmt
EOY$18,761EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$221,616BOYAmt
EOY$154,656EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,559,163BOYAmt
EOY$2,264,799EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$19,427BOYAmt
EOY$388,608EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,127,847BOYAmt
EOY$4,580,807EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,108,420BOYAmt
EOY$4,969,415EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,667,583BOYAmt
EOY$7,234,214EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$521,897ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$339,098NetUnrlzdGainsLossesInvstAmt
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$8,182,971CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,091,496CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,620,378CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,964,471CurrentTaxYearMinus1YearAmt
Current Tax Year$9,940,491CurrentTaxYearAmt
Total$49,799,807TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$418,824CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$418,856CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$400,775CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$571,982CurrentTaxYearMinus1YearAmt
Current Tax Year$605,469CurrentTaxYearAmt
Total$2,415,906TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,601,795CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,510,352CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,021,153CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,536,453CurrentTaxYearMinus1YearAmt
Current Tax Year$10,545,960CurrentTaxYearAmt
Total$52,215,713TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$5,879,129SubstantialContributorsTotAmt
Public Support Total170$46,336,584PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$229CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$88CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,880CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$110,962CurrentTaxYearMinus1YearAmt
Current Tax Year$110,669CurrentTaxYearAmt
Total$245,828TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$122,185CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$231,123CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,991CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$209,875CurrentTaxYearMinus1YearAmt
Current Tax Year$89,538CurrentTaxYearAmt
Total$742,712TotalAmt
FieldValueIRS element (for citing)
Total Support$53,204,253TotalSupportAmt
Gross Receipts Rltd Activities$22,169,590GrossReceiptsRltdActivitiesAmt
Public Support CY1700.87090PublicSupportCY170Pct
Public Support PY1700.85890PublicSupportPY170Pct
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 - 2012 AMOUNT: $ 122,185. 2013 AMOUNT: $ 231,123. 2014 AMOUNT: $ 89,991. 2016 AMOUNT: $ 20,543. FUNDRAISING REV - 2015 AMOUNT: $ 209,875. 2016 AMOUNT: $ 68,995.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$145,431DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$145,431TotalLobbyingExpendituresAmt
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 $2,800 FOR FY2017 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 2017 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 ORCHESTRA TO WHICH WE PAID ANNUAL DUES OF $16,003. AMONG THEIR ACTIVITIES IS GOVERNMENTAL AFFAIRS AND LOBBYING FOR ISSUES RELATED TO THE ARTS. THE LEAGUE OF AMERICAN ORCHESTRA SPENDS 2% ON LOBBYING EFFORTS.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 EOY0.54910BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.45090TermEndowmentBalanceEOYPct
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$640,163OtherCostOrOtherBasisAmt
Depreciation$572,877DepreciationAmt
Book Value$67,286BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$138,759OtherCostOrOtherBasisAmt
Depreciation$116,713DepreciationAmt
Book Value$22,046BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$89,332TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
INTERCOMPANY PAYABLE$68,185
OBLIGATIONS UNDER SPLIT-INTEREST AGREEMENTS$86,471
FieldValueIRS element (for citing)
Total Liability$154,656TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$15,600,693TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$339,098NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$651,920DonatedServicesAndUseFcltsAmt
Other Revenue$41,675OtherRevenueAmt
Revenue Not Reported$1,032,693RevenueNotReportedAmt
Revenue Subtotal$14,568,000RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$14,568,000TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$14,739,698TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$651,920DonatedServicesUseFcltsAmt
Other Expenses Included$41,675OtherExpensesIncludedAmt
Expenses Not Reported$693,595ExpensesNotReportedAmt
Expenses Subtotal$14,046,103ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$14,046,103TotalExpensesPerForm990Amt

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 41,675.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING DIRECT EXPENSES 41,675.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FRIENDS OF NOTEEvent1Nm
Gross Receipts Event1$90,830GrossReceiptsEvent1Amt
Charitable Contri Event1$44,580CharitableContriEvent1Amt
Gross Revenue Event1$46,250GrossRevenueEvent1Amt
Rent Facility Costs Event1$2,379RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$28,373OtherDirectExpensesEvent1Amt
Other Events Total5OtherEventsTotalCnt
Gross Receipts Other Events$26,355GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$3,610CharitableContriOtherEventsAmt
Gross Revenue Other Events$22,745GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$10,923OthDirectExpnssOtherEventsAmt
Gross Receipts Total$117,185GrossReceiptsTotalAmt
Charitable Contributions Tot$48,190CharitableContributionsTotAmt
Gross Revenue Total Events$68,995GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$2,379RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$39,296OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$41,675DirectExpenseSummaryEventsAmt
Net Income Summary$27,320NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART II:FormAndLineReferenceDesc
ExplanationTHE FRIENDS OF NOTE FUNDRAISING EVENT NETTED $60,078, INCLUDING BOTH GROSS TICKET SALES AND CONTRIBUTIONS RECEIVED. FIVE FUNDRAISING RECEPTIONS, CLASSIFIED AS "OTHER EVENTS," NETTED $11,822.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 (2 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$254,515$0$0$0$60,052$0$0$0$14,422$0$328,989$0$0$0
GRANT LLEWELLYN
MUSIC DIRECTOR$213,200$0$0$0$0$0$0$0$0$0$213,200$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, OTHER REPORTABLE COMPENSATION, 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
Contribution29ContributionCnt
Noncash Contributions Rpt F990$610,007NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
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 IN COLUMN B REFLECTS 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 2016-17 SEASON, MR. LLEWELLYN WAS SCHEDULED TO CONDUCT 11 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 Org0LoansOrGuaranteesFromOthOrgInd
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 (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
NC SYMPHONY FOUNDATION INC
C$612,202CASH
NC SYMPHONY FOUNDATION INC
D$68,185CASH

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