Nonprofit · EIN 56-6011568
CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC
Also known as CHARLOTTE SYMPHONY
Tax-exempt · CHARLOTTE, NC 28202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $27,113,910 | $14,830,052 | $12,283,858 | $50,059,541 | $2,319,361 | $47,740,180 |
| June 30, 2024 | 990 | $17,442,302 | $13,642,267 | $3,800,035 | $36,699,975 | $3,351,564 | $33,348,411 |
| June 30, 2023 | 990 | $23,356,040 | $12,279,922 | $11,076,118 | $29,596,085 | $1,875,728 | $27,720,357 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $22,905,447
- of which government grants
- $62,500
- Program service revenue
- $3,937,885
- Investment income
- $21,450
- Net income from fundraising events
- $249,128
- Other revenue
- $249,128
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $600,409
- Other salaries and wages
- $6,817,215
- Salaries, compensation and benefits (total)
- $9,533,260
- Professional fundraising fees
- $63,000
- Legal fees
- $5,038
- Accounting fees
- $265,213
- Occupancy
- $183,082
- Travel
- $400,464
- Depreciation
- $43,692
- Program services (functional)
- $11,967,265
- Management and general (functional)
- $1,861,106
- Fundraising (functional)
- $1,001,681
Balance sheet and other
- Total assets, start of year
- $36,699,975
- Total assets, end of year
- $50,059,541
- Total liabilities, end of year
- $2,319,361
- Net assets, end of year
- $47,740,180
- Land, buildings and equipment
- $1,153,441
- Net assets without donor restrictions
- -$1,997,386
- Net assets with donor restrictions
- $49,737,566
- Gross receipts
- $27,367,201
- Employees
- 315
- Volunteers
- 32
- Year formed
- 1932
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID JL FISK | PRESIDENT & CEO Trustee or director, Officer | 40 | $279,790 | $11,101 |
| SHAYNE DOTY | VP OF DEVELOPMENT Highest-paid employee | 40 | $185,556 | $11,569 |
| SCOTT FRECK | VP OF ARTISTIC OPERATIONS Highest-paid employee | 40 | $157,308 | $11,569 |
| CHRISTIAN DRAKE | VP OF FINANCE Highest-paid employee | 40 | $146,869 | $11,569 |
| CALIN LUPANU | CONCERTMASTER Highest-paid employee | 40 | $132,713 | $22,937 |
| ARAM KIM BRYAN | VP LEARNING & COMMUNITY ENGAGEMENT Highest-paid employee | 40 | $138,967 | $10,811 |
| KWAME RYAN | MUSIC DIRECTOR Trustee or director, Officer | 1 | $116,539 | $0 |
| BYRON JOHNS | DIRECTOR Trustee or director | 1 | $75,435 | $17,141 |
| ANDREA MUMM TRAMMELL | DIRECTOR Trustee or director | 1 | $60,360 | $16,335 |
| RICHARD KRUMDIECK | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MANLEY ROBERTS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINDSAY SCHALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARA GARCES ROSELLI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER SULLIVAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIETTE PRYOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
25 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN MAKRIS | DIRECTOR Trustee or director | 1 | $0 |
| VALERIE KINLOCH | DIRECTOR Trustee or director | 1 | $0 |
| FRAN HYDE | DIRECTOR Trustee or director | 1 | $0 |
| LUCIA ZAPATA GRIFFITH | DIRECTOR Trustee or director | 1 | $0 |
| CRAIG FROEHLICH | DIRECTOR Trustee or director | 1 | $0 |
| YLIDA SCOTT | DIRECTOR Trustee or director | 1 | $0 |
| SIDNEY FLETCHER | DIRECTOR Trustee or director | 1 | $0 |
| NICK CLEMENTS | DIRECTOR Trustee or director | 1 | $0 |
| MIKE BUTTERWORTH | DIRECTOR Trustee or director | 1 | $0 |
| JOYE D BLOUNT | DIRECTOR Trustee or director | 1 | $0 |
| KRISHA BLANCHARD | DIRECTOR Trustee or director | 1 | $0 |
| BRIENNE TINDER | DIRECTOR Trustee or director | 1 | $0 |
| KEN WALKER | DIRECTOR Trustee or director | 1 | $0 |
| CARRIE GALLOWAY | DIRECTOR Trustee or director | 1 | $0 |
| CAMERON SHERRILL | DIRECTOR Trustee or director | 1 | $0 |
| JENNY TOPILOW | DIRECTOR (THRU 10/2024) Trustee or director | 1 | $0 |
| MARY DELK | DIRECTOR (THRU 6/2025) Trustee or director | 1 | $0 |
| ALEX MCKINNON | DIRECTOR (THRU 6/2025) Trustee or director | 1 | $0 |
| KEVIN WALKER | DIRECTOR (THRU 6/2025) Trustee or director | 1 | $0 |
| LINDA MCFARLAND FARTHING | FORMER CHAIR (THRU 6/2025) Trustee or director, Officer | 1 | $0 |
| MANNY CLARK | FORMER SECRETARY (THRU 12/2024) Trustee or director, Officer | 1 | $0 |
| MICHAEL ANKROM | FORMER TREASURER (THRU 6/2025) Trustee or director, Officer | 1 | $0 |
| DENISE DEMAIO | TREASURER Trustee or director, Officer | 1 | $0 |
| MELINDA SNYDER | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| ULRIKE MILES | VICE CHAIR Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID FISK | PRESIDENT & CEO Trustee or director, Officer | 40 | $276,810 | $11,101 |
| SHAYNE DOTY | VP OF DEVELOPMENT Highest-paid employee | 40 | $171,678 | $2,480 |
| MICAL HUTSON | MARKETING Highest-paid employee | 40 | $140,442 | $2,721 |
| ARAM BRYAN | VP LEARNING & COMMUNITY ENGAGEMENT Highest-paid employee | 40 | $129,808 | $2,894 |
| CALIN LUPANU | CONCERTMASTER Highest-paid employee | 40 | $119,769 | $12,691 |
| MICHAEL REICHMAN | GENERAL MANAGER Highest-paid employee | 40 | $115,837 | $0 |
| JENNY TOPILOW | DIRECTOR Trustee or director | 1 | $53,024 | $5,067 |
| LINDA MCFARLAND FARTHING | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JOHN WILLIAMS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD KRUMDIECK | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL ANKROM | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MANNY CLARK | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOYE BLOUNT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE BUTTERWORTH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NICK CLEMENTS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CATHERINE CONNOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY DELK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENISE DEMAIO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SIDNEY FLETCHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN GOTTEHRER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BYRON JOHNS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VALERIE KINLOCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHEN MAKRIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALEX MCKINNON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ULRIKE MILES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARA GARCES ROSELLI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| YLIDA SCOTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MELINDA SNYDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER SULLIVAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIENNE TINDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNY TOLSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEN WALKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN WALKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LUCIA ZAPATA GRIFFITH | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID FISK | PRESIDENT & CEO Trustee or director, Officer | 40 | $251,498 | $11,221 |
| CALIN LUPANU | CONCERTMASTER Highest-paid employee | 40 | $116,165 | $12,721 |
| LESLIE ANTONIEL | DIRECTOR OF DONOR ENGAGEMENT Highest-paid employee | 40 | $106,464 | $2,551 |
| JENNY TOPILOW | DIRECTOR Trustee or director | 1 | $47,809 | $5,427 |
| LINDA FARTHING | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JOHN WILLIAMS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD KRUMDIECK | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL ANKROM | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MANNY CLARK | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOYE BLOUNT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS BURGE | DIRECTOR (THRU 10/2022) Trustee or director | 1 | $0 | $0 |
| MIKE BUTTERWORTH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NICK CLEMENTS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CATHERINE CONNOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY DELK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENISE DEMAIO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALEX MCKINNON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ULRIKE MILES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT RYDEL | DIRECTOR (THRU 4/2023) Trustee or director | 1 | $0 | $0 |
| YLIDA SCOTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MELINDA SNYDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER SULLIVAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNY TOLSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN WALKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHANTE WILLIAMS | DIRECTOR (THRU 12/2022) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 129 W TRADE ST STE 600, CHARLOTTE, NC 28202-5301
- Principal officer (990 for 2024)
- DAVID JL FISK, 129 WEST TRADE STREET 600, CHARLOTTE, NC 28202
- Signed the 990
- DAVID JL FISK, PRESIDENT & CEO
- Phone
- (704) 972-2003
- Website
- WWW.CHARLOTTESYMPHONY.ORG
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
OUR MISSION IS TO IGNITE THE HUMAN SPIRIT THROUGH THE PASSION AND UNIFYING POWER OF LIVE SYMPHONIC MUSIC.
Program accomplishments
- SYMPHONY PERFORMANCES - LAST YEAR 170,000+ PEOPLE EXPERIENCED LIVE MUSIC WITH THE CHARLOTTE SYMPHONY WITH 175 CONCERTS PRESENTED IN 34 VENUES ACROSS THE REGION. EVENTS INCLUDED VIRTUAL AND IN-PERSON PERFORMANCES OF CLASSICAL MASTERWORKS, POPS FAVORITES, INFORMAL CONCERTS IN LOCAL BREWERIES, AND VIRTUAL EDUCATIONAL CONCERTS FOR THOUSANDS OF CHILDREN.Expenses $11,264,971 · revenue $3,773,691
- YOUTH ORCHESTRAS - WITH THE BELIEF THAT MAKING MUSIC IS A RIGHT, NOT A PRIVILEGE, WE ACTIVELY NURTURE THE NEXT GENERATION OF MUSICIANS AND MUSIC LOVERS BY SUPPORTING TWO YOUTH ORCHESTRAS FOCUSED ON DUAL GOALS OF EXTRAORDINARY MUSIC EDUCATION AND DIVERSITY, EQUITY AND INCLUSION. WE PROVIDE A NURTURING ENVIRONMENT FOR OUR YOUNG MUSICIANS TO CREATE LASTING BONDS THROUGH MUSIC AND FRIENDSHIP, AND INSTILL THE VALUES OF COMMUNITY SERVICE THROUGH MUSIC.Expenses $607,794 · revenue $137,658
- COMMUNITY EDUCATION - AN INTENSIVE AFTERSCHOOL YOUTH PROGRAM FOCUSED ON CHARLOTTE'S CHILDREN WITH THE GREATEST NEEDS AND FEWEST RESOURCES, PROJECT HARMONY IS A MUSIC AND LEADERSHIP PROGRAM AIMED AT EXPANDING THE VISION OF WHAT IS POSSIBLE FOR OUR AREA YOUTH. CHILDREN ARE GIVEN FREE INSTRUMENTS, ORCHESTRA ENSEMBLE TRAINING, AND ACADEMIC SUPPORT.Expenses $94,500 · revenue $26,536
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-6011568
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1959
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A690)
- Assets (IRS master file)
- $50,059,541
- Income (IRS master file)
- $27,367,201
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $27,113,910 | $14,830,052 | $50,059,541 | XML |
| 990 | June 2024 | $17,442,302 | $13,642,267 | $36,699,975 | XML |
| 990 | June 2023 | $23,356,040 | $12,279,922 | $29,596,085 | XML |
| 990 | June 2022 | $14,331,249 | $11,331,777 | $18,656,267 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-6011568).
Questions about CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC
- What is the EIN of CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC?
- The employer identification number (EIN) of CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC is 56-6011568.
- Is CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
- Are donations to CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC?
- The 990 for the year ended June 30, 2025 names DAVID JL FISK.
- Who are the officers and directors of CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC?
- The 990 for the year ended June 30, 2025 lists 40 people; 9 received compensation from the organization, the highest $279,790 (DAVID JL FISK, PRESIDENT & CEO).
- How much revenue does CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $27,113,910, expenses of $14,830,052 and total assets of $50,059,541 at year end.
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