Form 990 for tax year 2023
Filed by CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC.
Totals
- Total revenue
- $17,442,302
- Total expenses
- $13,642,267
- Contributions and grants received
- $13,269,459
- Grants paid
- $0
- Program service revenue
- $3,925,449
- Investment income
- $79,881
- Other revenue
- $167,513
- Total assets, end of year
- $36,699,975
- Total liabilities, end of year
- $3,351,564
- Net assets or fund balances, end of year
- $33,348,411
- Program services expenses (Part IX)
- $11,271,400
- Management and general expenses
- $1,506,269
- Fundraising expenses
- $864,598
- Program service expenses (Part III)
- $11,271,400
Program services were 82.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DAVID FISK
PRESIDENT & CEO
- Total calculated
- $287,911
- From this org
- $276,810
- From related orgs
- $0
- Other
- $11,101
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $256,810
- Bonus
- $20,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $11,101
- Filer's total
- $287,911
-
JENNY TOPILOW
DIRECTOR
- Total calculated
- $58,091
- From this org
- $53,024
- From related orgs
- $0
- Other
- $5,067
- Hours/week
- 1
-
LINDA MCFARLAND FARTHING
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
JOHN WILLIAMS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD KRUMDIECK
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL ANKROM
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
MANNY CLARK
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
JOYE BLOUNT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MIKE BUTTERWORTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NICK CLEMENTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CATHERINE CONNOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARY DELK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DENISE DEMAIO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SIDNEY FLETCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KEVIN GOTTEHRER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BYRON JOHNS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
VALERIE KINLOCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STEPHEN MAKRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ALEX MCKINNON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ULRIKE MILES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SARA GARCES ROSELLI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
YLIDA SCOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MELINDA SNYDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JENNIFER SULLIVAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRIENNE TINDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JENNY TOLSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KEN WALKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KEVIN WALKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LUCIA ZAPATA GRIFFITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CALIN LUPANU
CONCERTMASTER
- Total calculated
- $132,460
- From this org
- $119,769
- From related orgs
- $0
- Other
- $12,691
- Hours/week
- 40
-
ARAM BRYAN
VP LEARNING & COMMUNITY ENGAGEMENT
- Total calculated
- $132,702
- From this org
- $129,808
- From related orgs
- $0
- Other
- $2,894
- Hours/week
- 40
-
SHAYNE DOTY
VP OF DEVELOPMENT
- Total calculated
- $174,158
- From this org
- $171,678
- From related orgs
- $0
- Other
- $2,480
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,678
- Bonus
- $18,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $2,480
- Filer's total
- $174,158
-
MICAL HUTSON
MARKETING
- Total calculated
- $143,163
- From this org
- $140,442
- From related orgs
- $0
- Other
- $2,721
- Hours/week
- 40
-
MICHAEL REICHMAN
GENERAL MANAGER
- Total calculated
- $115,837
- From this org
- $115,837
- From related orgs
- $0
- Other
- $0
- 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
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541049349300429
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