NORTH CAROLINA SYMPHONY SOCIETY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NORTH CAROLINA SYMPHONY SOCIETY INC (EIN 56-0556755)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-11
- IRS object ID
- 201540429349301419
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-11T13:16:33-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 N ELM ST SUITE 1100 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27612 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDI MA MACDONALD | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9197332750 | PhoneNum |
| Signature | 2015-02-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADRIENNE MCKINNEY | PreparerPersonNm |
| PTIN | P00819656 | PTIN |
| Phone | 3362724551 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,806,038 | 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 | PROMOTE AND FOSTER THE MUSICAL CULTURE AND EDUCATION OF THE COMMUNITIES OF NC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 45 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 262 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,182,971 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,091,496 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,216,486 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,418,592 | CYProgramServiceRevenueAmt |
| PY Investment Income | $229 | PYInvestmentIncomeAmt |
| CY Investment Income | $88 | CYInvestmentIncomeAmt |
| PY Other Revenue | $122,185 | PYOtherRevenueAmt |
| CY Other Revenue | $231,123 | CYOtherRevenueAmt |
| PY Total Revenue | $12,521,871 | PYTotalRevenueAmt |
| CY Total Revenue | $12,741,299 | 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 | $8,648,969 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,998,654 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $25,243 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $25,243 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,070,349 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,219,472 | PYOtherExpensesAmt |
| CY Other Expenses | $4,491,797 | CYOtherExpensesAmt |
| PY Total Expenses | $12,893,684 | PYTotalExpensesAmt |
| CY Total Expenses | $13,515,694 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$371,813 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$774,395 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,889,970 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,445,007 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,416,471 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,745,903 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$526,501 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,300,896 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 | $11,181,448 | ExpenseAmt |
| Revenue | $4,494,098 | RevenueAmt |
| Desc | FOUNDED 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 SUCH AS "NORTH (CONTINUED ON SCHEDULE O) (CONTINUED FROM PAGE 2) CAROLINA REMEMBERS 9-11" AND PERFORMANCES MARKING THE U.S. OPENS IN NORTH CAROLINA 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. | Desc |
| Total Program Service Expenses | $11,181,448 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 124 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 262 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 45 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 |
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9197332750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 GLENWOOD AVE STE 130 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (57 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JUNE ATKINSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIJANET DOONAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN DUVALL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT N EBY | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSIE FARRELL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN HOWELL | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY HWANG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN W KLUTTZ | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA J STAUNCH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAT MCCRORY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT E ZAYTOUN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANIE BIRD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATTY BRIGUGLIO | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN H BRINKLEY | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP P CAVE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM CLANCY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID R CRABTREE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD L DAUGHERTY | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT C DOHERTY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAULA FRYLAND | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET POYNER GALBRAITH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT GRAHAM | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ELAINE BRYANT HAYES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM CHARLES HELTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD E HINSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS C HORNBERGER | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT LACIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRANFORD MARSALIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEE ANNE MCCLYMONT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GRAHAM MOSELY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARAT NAGARAJ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FLORENCE PEACOCK | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| EMILY MANN PECK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ASHLEY MATLOCK PERKINSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| R SCOTT RALLS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| P RAMACHANDRA REDDY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON SMITH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TRACEY FODOR SMITH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY L STEVENS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHALER STIDHAM JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA SULLY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIE HARRIS WALLACE | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DARLIENE WOOLNER | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDI MA MACDONALD | ||||||||
| PRESIDENT & CEO | 60.00 | $210,000 | $0 | $9,758 | Yes (X) | |||
| CATHARINE BIGGS ARROWOOD | ||||||||
| PAST CHAIR | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| MARY SUSAN FULGHUM | ||||||||
| VICE CHAIR | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| JEFFREY A CORBETT | ||||||||
| CHAIR | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID STRONG | ||||||||
| VICE CHAIR | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| SALLY JOHNSON | ||||||||
| SECRETARY | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| TED R KUNSTLING | ||||||||
| ASSISTANT TREASURER | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| JEFFREY SHEEHAN | ||||||||
| TREASURER | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| RUTH DZAU | ||||||||
| VICE CHAIR | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| GRANT LLEWELLYN | ||||||||
| MUSIC DIRECTOR | 25.00 | $234,229 | $0 | $2,354 | Yes (X) | |||
| DAVID LEWIS | ||||||||
| PERSONNEL MANAGER | 50.00 | $121,185 | $0 | $10,854 | Yes (X) | |||
| ROBERT SCHILLER | ||||||||
| SENIOR VICE PRESIDENT & CFO | 60.00 | $125,000 | $0 | $796 | Yes (X) | |||
| MARTIN SHER | ||||||||
| VICE PRESIDENT & GENERAL MANAGER | 50.00 | $103,333 | $0 | $12,430 | Yes (X) | |||
| RAY WILLIAMS JR | ||||||||
| SENIOR DIRECTOR OF PUBIC AFFAIRS | 50.00 | $110,450 | $0 | $850 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $904,197 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $37,042 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OPUS 3 ARTISTS LLC | |||||
| 470 PARK AVE SOUTH 9TH FLOOR NOR | NEW YORK | NY | 10016 | GUEST ARTISTS | $181,524 |
| CENTER PLATE | |||||
| 500 S SALISBURY STREET | RALEIGH | NC | 27601 | CATERING | $106,567 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $525,629 | RelatedOrganizationsAmt |
| Government Grants | $3,886,370 | GovernmentGrantsAmt |
| All Other Contributions | $3,679,497 | AllOtherContributionsAmt |
| Noncash Contributions | $479,481 | NoncashContributionsAmt |
| Total Contributions | $8,091,496 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCERT REVENUE | Desc |
| Business | 711190 | BusinessCd |
| Total Revenue Column | $4,418,592 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,418,592 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,418,592 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88 | TotalRevenueColumnAmt |
| Exclusion | $88 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $220,356 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $64,739 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,617 | TotalRevenueColumnAmt |
| Exclusion | $155,617 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS | 900099 | $62,882 | $62,882 |
| SALES | 711190 | $12,624 | $12,624 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $75,506 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,741,299 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,494,098 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $155,705 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,000 | TotalAmt |
| Management And General | $105,000 | ManagementAndGeneralAmt |
| Fundraising | $105,000 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,787,921 | TotalAmt |
| Program Services | $5,904,371 | ProgramServicesAmt |
| Management And General | $435,912 | ManagementAndGeneralAmt |
| Fundraising | $447,638 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,920 | TotalAmt |
| Program Services | $309,920 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,192,784 | TotalAmt |
| Program Services | $997,635 | ProgramServicesAmt |
| Management And General | $135,696 | ManagementAndGeneralAmt |
| Fundraising | $59,453 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,029 | TotalAmt |
| Program Services | $424,501 | ProgramServicesAmt |
| Management And General | $40,933 | ManagementAndGeneralAmt |
| Fundraising | $32,595 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,856 | TotalAmt |
| Management And General | $20,856 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,243 | TotalAmt |
| Fundraising | $25,243 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,263,378 | TotalAmt |
| Program Services | $891,313 | ProgramServicesAmt |
| Management And General | $93,886 | ManagementAndGeneralAmt |
| Fundraising | $278,179 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,235 | TotalAmt |
| Program Services | $544,235 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,216 | TotalAmt |
| Program Services | $11,247 | ProgramServicesAmt |
| Management And General | $19,407 | ManagementAndGeneralAmt |
| Fundraising | $562 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,921 | TotalAmt |
| Management And General | $145,921 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,239 | TotalAmt |
| Program Services | $247,217 | ProgramServicesAmt |
| Management And General | $1,914 | ManagementAndGeneralAmt |
| Fundraising | $6,108 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,721 | TotalAmt |
| Program Services | $7,588 | ProgramServicesAmt |
| Management And General | $6,170 | ManagementAndGeneralAmt |
| Fundraising | $963 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,787 | TotalAmt |
| Management And General | $79,787 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,808 | TotalAmt |
| Program Services | $2,885 | ProgramServicesAmt |
| Management And General | $34,923 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,732 | TotalAmt |
| Program Services | $98,247 | ProgramServicesAmt |
| Management And General | $78,485 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GUEST ARTISTS | $1,069,548 | $1,069,548 | ||
| PRINTING AND PUBLICATIO | $170,164 | $153,450 | $1,075 | $15,639 |
| BOX OFFICE | $148,518 | $148,518 | ||
| EQUIPMENT MAINTENANCE | $128,386 | $114,366 | $14,020 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,288 | TotalAmt |
| Program Services | $256,407 | ProgramServicesAmt |
| Management And General | $49,912 | ManagementAndGeneralAmt |
| Fundraising | $98,969 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,515,694 | TotalAmt |
| Program Services | $11,181,448 | ProgramServicesAmt |
| Management And General | $1,263,897 | ManagementAndGeneralAmt |
| Fundraising | $1,070,349 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,265 | BOYAmt |
| EOY | $140,088 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,573,774 | BOYAmt |
| EOY | $2,358,358 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,510 | BOYAmt |
| EOY | $23,772 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,182 | BOYAmt |
| EOY | $402,252 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,727 | BOYAmt |
| EOY | $207,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $862,947 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $647,416 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,725 | BOYAmt |
| EOY | $215,531 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,787 | BOYAmt |
| EOY | $97,244 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,889,970 | BOYAmt |
| EOY | $3,445,007 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $641,102 | BOYAmt |
| EOY | $525,012 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,691,089 | BOYAmt |
| EOY | $1,816,890 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,928 | BOYAmt |
| EOY | $94,314 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,773,352 | BOYAmt |
| EOY | $2,309,687 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,416,471 | BOYAmt |
| EOY | $4,745,903 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$526,501 | BOYAmt |
| EOY | -$1,300,896 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$526,501 | BOYAmt |
| EOY | -$1,300,896 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,889,970 | BOYAmt |
| EOY | $3,445,007 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$774,395 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $8,081,591 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,447,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,016,457 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,182,971 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,091,496 | CurrentTaxYearAmt |
| Total | $40,819,970 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $368,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $343,319 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $329,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $418,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $404,965 | CurrentTaxYearAmt |
| Total | $1,865,517 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,450,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,790,774 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,346,011 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,601,795 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,496,461 | CurrentTaxYearAmt |
| Total | $42,685,487 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $258,625 | SubstantialContributorsTotAmt |
| Public Support Total170 | $42,426,862 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,631 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $88 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $226,435 | CurrentTaxYearAmt |
| Total | $240,543 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $262,322 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $121,043 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $169,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $122,185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $231,123 | CurrentTaxYearAmt |
| Total | $906,133 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $43,832,163 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $19,059,000 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96570 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
| 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 | $107,068 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $107,068 | 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 $2,500 FOR FY2014 AND A PORTION OF THIS WILL GO TOWARD LOBBYING. OUR STAFF IS INVOLVED IN THE LEGISLATIVE BUDGET PROCESS EACH YEAR DUE TO A STATE GRANT AND IN-KIND FUNDS RECEIVED FROM THE STATE OF NORTH CAROLINA DEPARTMENT OF CULTURAL RESOURCES. OUR PRESIDENT SERVES AS A DIVISION DIRECTOR WITHIN THE DEPARTMENT OF CULTURAL RESOURCES. OUR BOARD OF DIRECTORS IS INVOLVED IN INDIVIDUAL EFFORTS TO MAINTAIN OUR STATE SUPPORT. DURING THE 2014 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 $14,883. 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,117,897 | BeginningYearBalanceAmt |
| Contributions | $459,794 | ContributionsAmt |
| Investment Earnings Or Losses | $869,090 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $525,629 | OtherExpendituresAmt |
| End Year Balance | $8,921,152 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,709,148 | BeginningYearBalanceAmt |
| Contributions | $261,568 | ContributionsAmt |
| Investment Earnings Or Losses | $600,198 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $453,017 | OtherExpendituresAmt |
| End Year Balance | $8,117,897 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,004,635 | BeginningYearBalanceAmt |
| Contributions | $173,026 | ContributionsAmt |
| Investment Earnings Or Losses | -$44,687 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $423,826 | OtherExpendituresAmt |
| End Year Balance | $7,709,148 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,994,083 | BeginningYearBalanceAmt |
| Contributions | $113,568 | ContributionsAmt |
| Investment Earnings Or Losses | $1,393,438 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $496,454 | OtherExpendituresAmt |
| End Year Balance | $8,004,635 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,611,561 | BeginningYearBalanceAmt |
| Contributions | $45,475 | ContributionsAmt |
| Investment Earnings Or Losses | $746,729 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $409,682 | OtherExpendituresAmt |
| End Year Balance | $6,994,083 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.91270 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08730 | 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 | $94,344 | OtherCostOrOtherBasisAmt |
| Depreciation | $83,057 | DepreciationAmt |
| Book Value | $11,287 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $629,844 | OtherCostOrOtherBasisAmt |
| Depreciation | $530,901 | DepreciationAmt |
| Book Value | $98,943 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $138,759 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,458 | DepreciationAmt |
| Book Value | $105,301 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $215,531 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLE | $513,422 |
| LINE OF CREDIT | $1,702,974 |
| OBLIGATIONS UNDER CAPITAL LEASE | $23,336 |
| OBLIGATIONS UNDER SPLIT-INTEREST AGREEMENTS | $69,955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,309,687 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,699,265 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $418,856 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $64,739 | OtherRevenueAmt |
| Revenue Not Reported | $483,595 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,215,670 | RevenueSubtotalAmt |
| Other Revenues Not Included | $525,629 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $525,629 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,741,299 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,999,289 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $418,856 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $64,739 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $483,595 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,515,694 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,515,694 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO SUPPORT THE ACTIVITIES OF THE NORTH CAROLINA SYMPHONY SOCIETY. |
| 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. WITH FEW EXCEPTIONS, THE SYMPHONY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2011. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING DIRECT EXPENSES 64,739. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PAYMENTS RECEIVED FROM AFFILIATE 525,629. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 64,739. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT DIRECT | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 EAST BUFFALO ST STE 200 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $45,031 | GrossReceiptsAmt |
| Retained By Contractor | $30,178 | RetainedByContractorAmt |
| Net To Organization | $14,853 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $45,031 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $30,178 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $14,853 | TotalNetToOrganizationAmt |
| Licensed States | NC | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MISSION POSSIBLE II | NameOfEvent1Amt |
| Gross Receipts Event1 | $161,870 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $161,870 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $39,778 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | FRIENDS OF NOTE LUNCHEON | NameOfEvent2Amt |
| Gross Receipts Event2 | $58,486 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $58,486 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $24,961 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $220,356 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $220,356 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $64,739 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $64,739 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $155,617 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (2 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 | $210,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $9,758 | $0 | $219,758 | $0 | $0 | $0 |
| GRANT LLEWELLYN | ||||||||||||||
| MUSIC DIRECTOR | $234,229 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $2,354 | $0 | $236,583 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES AN APARTMENT FOR 12 WEEKS PER YEAR FOR GRANT LLEWELLYN THE MUSIC DIRECTOR. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARAT NAGARAJ | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $52,641 | TransactionAmt |
| Transaction | INFORM TECHNOLOGYMR. NAGARAJ JOINED THE BOARD OF TRUSTEES THIS YEAR. THE ORGANIZATION HAS PURCHASED IT EQUIPMENT AND SUPPORT SERVICES FROM HIS COMPANY FOR 13 YEARS PRIOR TO HIS JOINING THE BOARD, AND CONTINUES THAT RELATIONSHIP. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 32 | ContributionCnt |
| Noncash Contributions Rpt F990 | $515,281 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE GOVERNOR APPOINTS FOUR TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 (EXCLUDING SCHEDULE B) IS REVIEWED AND APPROVED BY THE AUDIT SUBCOMMITTEE. THE 990 (EXCLUDING SCHEDULE B) IS THEN MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING. |
| 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 ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN INDEPENDENT COMMITTEE REVIEWS THE CEO'S COMPENSATION AND THE COMPENSATION FOR THE VICE PRESIDENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, SECTION A: | GRANT LLEWELLYN'S COMMITMENT TO NORTH CAROLINA SYMPHONY IS HIS FOREMOST PROFESSIONAL RESPONSIBILITY. FOR THE 2013-14 SEASON, MR. LLEWELLYN WAS SCHEDULED TO CONDUCT 13 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 GLENWOOD AVENUE STE 130 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581495066 | EIN |
| Primary Activities | TO PROMOTE MUSICAL CULTURE AND EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11C, III-FI | PublicCharityStatusTxt |
| Controlled Organization | 0 | 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 | 0 | 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 | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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