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Nonprofiteer
← NORTH CAROLINA SYMPHONY SOCIETY INC

Form 990 for tax year 2024

Filed by NORTH CAROLINA SYMPHONY SOCIETY INC.

Totals

Total revenue
$18,580,670
Total expenses
$19,365,541
Contributions and grants received
$11,732,326
Grants paid
$44,322
Program service revenue
$5,170,739
Investment income
$1,688,670
Other revenue
-$11,065
Total assets, end of year
$37,405,055
Total liabilities, end of year
$3,517,624
Net assets or fund balances, end of year
$33,887,431
Program services expenses (Part IX)
$15,697,036
Management and general expenses
$2,072,306
Fundraising expenses
$1,596,199
Program service expenses (Part III)
$15,697,036

Program services were 81.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOSEPH C BASTIAN

    CHAIR

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • ASHLEY MATLOCK PERKINSON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • TERRY L STEVENS

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • ROSEMARY KENYON

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • DON DAVIS

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    3

  • DEBORAH M AIKEN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR TIM ALTMAN

    MEMBER (UNTIL 3/2025)

    Total calculated
    $0
    Hours/week
    1

  • CHIP ANDERSON

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • STEPHANIE BASS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR TRUDE R BATE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DENISE S BENNETT

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JUD BOWMAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PATTY BRIGUGLIO

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SECRETARY PAMELA CASHWELL

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GOVERNOR ROY COOPER

    MEMBER (UNTIL 1/2025)

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY A CORBETT

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR ROY CROMARTIE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • COURTNEY CROWDER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JIM DATIN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RICHARD L DAUGHERTY

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KEITH DONAHUE

    MEMBER (UNTIL 3/2025)

    Total calculated
    $0
    Hours/week
    1

  • SUPERINTENDENT MAURICE GREEN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAMES C GULICK

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID HAINES

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ELAINE BRYANT HAYES

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KRISTEN HESS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RICHARD E HINSON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KEVIN HOWELL

    MEMBER (UNTIL 3/2025)

    Total calculated
    $0
    Hours/week
    1

  • JAMES L IRBY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • L DWAIN JOYCE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • M GRAY STYERS JR

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT MACNEILL JR

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CECELIA ECKERT KENNEDY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR MARK LEITHE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • REV DR CHRISTIE MABRY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAWN MACLAREN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JANE MARR

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRANFORD MARSALIS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LOUISE A MILLER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARGARET MILLETT

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAMES MORGAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LORI O'KEEFE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • REBECCA QUINN-WOLF

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR RAMACHANDRA P REDDY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DONNA RHODE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JASON SMITH

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID SONTAG

    MEMBER (UNTIL 4/2025)

    Total calculated
    $0
    Hours/week
    1

  • LINDA J STAUNCH

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GOVERNOR JOSH STEIN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SANDY SULLY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALLISON TRAPP

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CATHERINE TRUITT

    MEMBER (UNTIL 1/2025)

    Total calculated
    $0
    Hours/week
    1

  • DERECK WHITTENBURG

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SECRETARY D REID WILSON

    MEMBER (UNTIL 1/2025)

    Total calculated
    $0
    Hours/week
    1

  • KURT WOOLNER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DARLIENE S WOOLNER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SANDI MA MACDONALD

    PRESIDENT & CEO

    Total calculated
    $435,502
    From this org
    $400,332
    From related orgs
    $0
    Other
    $35,170
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $315,060
    Bonus
    $85,000
    Other
    $272
    Deferred
    $6,445
    Nontaxable benefits
    $28,725
    Filer's total
    $435,502

  • ROBERT SCHILLER

    SR. VP, FINANCE & CFO

    Total calculated
    $243,810
    From this org
    $238,928
    From related orgs
    $0
    Other
    $4,882
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $204,068
    Bonus
    $29,808
    Other
    $5,052
    Deferred
    $4,216
    Nontaxable benefits
    $666
    Filer's total
    $243,810

  • CARLOS PRIETO

    MUSIC DIRECTOR

    Total calculated
    $371,253
    From this org
    $343,385
    From related orgs
    $0
    Other
    $27,868
    Hours/week
    25

    Schedule J breakdown matched by us

    Base
    $322,974
    Bonus
    $0
    Other
    $20,411
    Deferred
    $0
    Nontaxable benefits
    $27,868
    Filer's total
    $371,253

  • LINDA CHARLTON

    VP, MARKETING & AUDIENCE DEV.

    Total calculated
    $213,104
    From this org
    $181,620
    From related orgs
    $0
    Other
    $31,484
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $158,041
    Bonus
    $23,500
    Other
    $79
    Deferred
    $3,289
    Nontaxable benefits
    $28,195
    Filer's total
    $213,104

  • ELIZABETH RANSOM

    VP, PHILANTHROPY

    Total calculated
    $193,692
    From this org
    $178,716
    From related orgs
    $0
    Other
    $14,976
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $156,137
    Bonus
    $22,527
    Other
    $52
    Deferred
    $3,186
    Nontaxable benefits
    $11,790
    Filer's total
    $193,692

  • DONALD TIPPETT

    VP, ORCHESTRA OPERATIONS

    Total calculated
    $171,363
    From this org
    $153,838
    From related orgs
    $0
    Other
    $17,525
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $134,138
    Bonus
    $19,562
    Other
    $138
    Deferred
    $2,767
    Nontaxable benefits
    $14,758
    Filer's total
    $171,363

  • JOSEPH PETERS

    MUSICIAN

    Total calculated
    $132,857
    From this org
    $114,683
    From related orgs
    $0
    Other
    $18,174
    Hours/week
    40

  • REBEKAH DALEY

    MUSICIAN

    Total calculated
    $129,860
    From this org
    $111,686
    From related orgs
    $0
    Other
    $18,174
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE NORTH CAROLINA SYMPHONY PROVIDES ITS MUSIC DIRECTOR WITH AN ANNUAL TRANSPORTATION AND ANCILLARY EXPENSE BUDGET FOR WORK-RELATED EXPENSES. EXPENSES ARE REIMBURSED BASED ON UNDERLYING RECEIPTS AND ARE TAXABLE FOR THE COMMUTING AND COMPANION TRAVEL THAT MAY BE REIMBURSED. THE NORTH CAROLINA SYMPHONY HAS PARTNERED WITH THE YMCA OF THE TRIANGLE TO OFFER OPTIONAL DISCOUNTED GYM MEMBERSHIPS FOR ALL FULL-TIME EMPLOYEES. THE COST TO THE NORTH CAROLINA SYMPHONY IS $10 PER MONTH PER MEMBER EMPLOYEE AND IS TAXABLE TO EMPLOYEES.
PART I, LINE 7
NON-FIXED BONUSES TO EMPLOYEES ARE DETERMINED BY THE EXECUTIVE COMMITTEE OF THE NORTH CAROLINA SYMPHONY SOCIETY, INC. BOARD OF DIRECTORS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • NORTH CAROLINA SYMPHONY FOUNDATION

    501(C)(3) · HOLD SOCIETY'S ENDOWMENT, SOLICIT ADDITIONS, & PROTECT ASSETS · NC · controlled entity

    Directly controlled by NC SYMPHONY SOCIETY

Provenance

Return type
form_990
Tax year
2024
Filed
3 March 2026
IRS schema version
2024v5.5
Source object
202600639349301600

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