Arts, Culture & Humanities (A69Z) IRS Verified DX Registered 990 on File

THE SYMPHONY GUILD OF CHARLOTTE INC

EIN: 58-1998344 · CHARLOTTE, NC 28211-2806 · United States · FY 2025 Data

3 out of 5 52 / 100 Based on 2+ years of filings

Financial strength (30%) 82/100

Reliability (20%) 55/100

Effectiveness (25%) 65/100

Impact (25%) No data yet

Financial data: FY 2025 · Scored 9/13/2026

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CharityAI™ Score

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Mission Statement

We are volunteers supporting today's symphony and tomorrow's musicians The purpose of the Symphony Guild of Charlotte, Inc. is to create, develop and promote an interest in symphonic music in the community of Charlotte and the surrounding metropolitan area and to provide financial and volunteer support to the Charlotte Symphony Orchestra, the Charlotte youth symphonies and symphonic educational activities. Through our fundraisers, we have given more than $5.1 million to the Charlotte Symphony Orchestra and more than $850,000 since 2000 to our youth music education programs. This tremendous support has been possible only through the efforts of our volunteers and the generous support of the community.

Financial Overview — FY 2025

$108K

Total Revenue

$77K

Total Expenses

$164K

Net Assets

N/A

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 59.0%

Fundraising Efficiency 14.7%

Operating Reserve 25.63x

Liability-to-Asset 0.1%

Revenue Diversification 36.7%

Compared with Peers

FY 2025

Compared with 8,067 similar organizations (United States, Arts, Culture & Humanities, under $100K in expenses), FY 2025.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	59.0%	82.0%	P10P90	Below median
Fundraising efficiency Fundraising expenses / gross fundraising income · lower is better	14.7%	34.7%	P10P90	Above median
Operating reserve Months of expenses covered by net assets · higher is better	25.6 mo	16.0 mo	P10P90	Above median
Liabilities to assets Total liabilities / total assets · lower is better	0.1%	0.0%	P10P90	Below median
Revenue concentration Share of revenue from the largest source · lower is better	36.7%	86.5%	P10P90	Top quarter
Revenue growth Year over year revenue growth	44.4%	0.0%	P10P90
Expense growth Year over year expense growth	19.6%	0.5%	P10P90
Surplus margin Surplus as a share of revenue	28.8%	9.1%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2025	$108K	$77K	$164K	59.0%	—
2024	$75K	$64K	$133K	64.1%	—
2023	$91K	$78K	$132K	41.5%	—
2022	$45K	$66K	N/A	—	1

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Organization Details

EIN: 58-1998344
State: NC
City: CHARLOTTE
ZIP: 28211-2806
Classification: A69Z
Category: Arts, Culture & Humanities
Rating: 3★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year: 1950
Foundation Code: 15
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

★★★★★ 80–100 ★★★★☆ 60–79 ★★★☆☆ 40–59 ★★☆☆☆ 20–39 ★☆☆☆☆ 1–19

A pillar with no data counts as zero. Without impact metrics the score is capped at 59 (three stars): only the charity can supply that data.
The coverage grade (A to D) says how much filing data the score rests on; NONE means there is not enough to rate.
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"Compared with peers" places the charity's key ratios against organizations of the same country, sector and size.

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