OREGON SYMPHONY ASSOCIATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OREGON SYMPHONY ASSOCIATION (EIN 93-0446527)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-09
- IRS object ID
- 202411309349304051
- Schema version
- 2022v5.0
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T13:49:22-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930900579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 SW SALMON ST STE 1100 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930446527 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SYMPHONY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OREG | BusinessNameControlTxt |
| Phone | 5032284294 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 SW 6TH AVE 385 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972041339 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANICE ROMANO | PersonNm |
| Person Title | VP-FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 5032284294 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANICE | PersonFirstNm |
| Person Last | ROMANO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANG AHN | PreparerPersonNm |
| PTIN | P00540880 | PTIN |
| Phone | 5032270581 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ISAAC THOMPSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 SW 6TH AVE 385 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972041339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,545,936 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ORSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1896 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | THE OREGON SYMPHONY INSPIRES AUDIENCES AND BUILDS COMMUNITY BY CREATING OUTSTANDING MUSICAL EXPERIENCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 45 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 412 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,670,994 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,913,809 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,057,332 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,760,304 | CYProgramServiceRevenueAmt |
| PY Investment Income | $476,048 | PYInvestmentIncomeAmt |
| CY Investment Income | $209,610 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$20,420 | PYOtherRevenueAmt |
| CY Other Revenue | $15,470 | CYOtherRevenueAmt |
| PY Total Revenue | $26,183,954 | PYTotalRevenueAmt |
| CY Total Revenue | $16,899,193 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,544,863 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,495,336 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,667,425 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,385,205 | PYOtherExpensesAmt |
| CY Other Expenses | $8,353,953 | CYOtherExpensesAmt |
| PY Total Expenses | $20,940,068 | PYTotalExpensesAmt |
| CY Total Expenses | $21,859,289 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,243,886 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,960,096 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,423,833 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,268,377 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,514,752 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,093,084 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,909,081 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,175,293 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE OREGON SYMPHONY IS DEDICATED TO MOVING MUSIC FORWARD. OUR VISION IS BOLD AND ADVENTUROUS: TO INSPIRE AUDIENCES WITH EXHILARATING PERFORMANCES, PRESENT THE BEST MUSICIANS IN A WIDE RANGE OF STYLES, EXPLORE NEW ART FORMS, SHINE LIGHT ON CONTEMPORARY ISSUES AND BUILD A STRONGER COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,570,698 | ExpenseAmt |
| Grant | $10,000 | GrantAmt |
| Revenue | $8,760,304 | RevenueAmt |
| Desc | THE 22/23 SEASON SAW THE OREGON SYMPHONY CONTINUE TO INVEST IN ITS MISSION BY BRINGING INSPIRING MUSIC TO LIFE ON THE STAGE, CHAMPIONING OREGON ARTISTS, GROWING THE ART FORM WITH NEW COMMISSIONS, DIVERSIFYING THE GENRES THAT WE PRESENT, AND SUPPORTING COMMUNITY WELLBEING THROUGH EDUCATION AND ENGAGEMENT PROGRAMS. AS THE LARGEST PERFORMING ARTS INSTITUTION IN THE LARGEST CITY IN OREGON, WE ARE COMMITTED TO OUR RESPONSIBILITY AS LEADERS IN THE CULTURAL AND ECONOMIC LIFE OF OUR REGION. FOR MORE THAN 110 NIGHTS OF THE YEAR, WE ARE HELPING REVITALIZE OUR URBAN CORES BY BRINGING PEOPLE INTO THE HEART OF PORTLAND AND SALEM NOT ONLY TO ENJOY GREAT ART, BUT ALSO TO SUPPORT DOWNTOWN BUSINESSES .AT THIS MOMENT OF SOCIAL, POLITICAL, AND ECONOMIC UNCERTAINTY, OUR COMMUNITY NEEDS MUSIC MORE THAN EVER TO EDUCATE, UNITE, INSPIRE, AND HEAL. IN FY23, WE WERE PROUD TO MEET THAT NEED FOR THE NEARLY 350,000 CHILDREN AND ADULTS WHO EXPERIENCED THE OREGON SYMPHONY IN PERSON THROUGH A PERFORMANCE OR COMMUNITY EVENT AND FOR THE 25 MILLION GLOBALLY WHO HEARD US VIA BROADCAST. WHILE IT WAS A CHALLENGING YEAR FOR THE ARTSPARTICULARLY SO IN PORTLANDWE ARE NEVERTHELESS ENCOURAGED. TICKET SALES FOR OUR UPCOMING 23/24 SEASON ARE INCREASING SIGNIFICANTLY, DATA INDICATE THAT PEOPLE ARE LISTENING TO ORCHESTRAL MUSIC AT RECORD LEVELS, AND DOWNTOWN SAFETY APPEARS TO BE IMPROVING.ALTHOUGH WE WILL CONTINUE TO FACE CHALLENGES AS THE ARTS SECTOR RECOVERS, WE ARE ADDRESSING THEM PROACTIVELY AND WILL CONTINUE TO LEAD THE WAY FOR THE ARTS IN OREGON. WHILE WE PREPARE FOR THAT FUTURE, WE CONTINUE TO BRING THE POWER OF MUSIC TO MORE PEOPLE IN NEW WAYSBOTH ONSTAGE AND OFF. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTISTIC EXCELLENCE UNDER JEAN VOLLUM MUSIC DIRECTOR DAVID DANZMAYR, WE CONTINUED OUR COMMITMENT TO VIBRANT AND DIVERSE ARTISTRY, INSPIRING AUDIENCES, AND EXAMINING TIMELY SUBJECTS THROUGH MUSIC. IN JANUARY, WE PRESENTED THE U.S. PREMIERE OF HUMAN ARCHIPELAGO BY INDIAN AMERICAN COMPOSER VIJAY IYER. THE PIECE, FEATURING CELLIST INBAL SEGEV, EXPLORES IMMIGRATION DUE TO CLIMATE DISASTERS. IYER DISRUPTS THE TRADITIONAL ORCHESTRA-SOLOIST RELATIONSHIP BY INTRODUCING A SMALL GROUP OF ORCHESTRAL PLAYERS CALLED "TRAVELERS" WHO ARE IN TENSION WITH THE GREATER ORCHESTRA, REQUIRING BOTH ELEMENTS TO FIND A WAY TO COEXIST MUSICALLY. WE ALSO GAVE THE WORLD PREMIERE OF OUR CO-COMMISSION, VIOLIN CONCERTO NO. 3, BY ESTONIAN COMPOSER ERKKI-SVEN TR. TR EXPLAINED THAT THE WORK, SUBTITLED CONVERSATIONS WITH THE UNKNOWN, REFERS TO "AN INDIVIDUAL TRYING TO FIND AN INNER HARMONY WITH HIS OTHER SELF, AN INNER VOICE (CONSCIENCE), GOD (IN THE ABSTRACT), OR WITH SOMEONE YOU DO NOT KNOW BUT WISH TO HAVE AS A CLOSE FRIEND." IT WAS WRITTEN FOR AND PERFORMED BY VIRTUOSO ISRAELI VIOLINIST VADIM GLUZMAN. ADDITIONAL OUTSTANDING GUEST ARTISTS IN THE LATTER HALF OF OUR SEASON INCLUDED PIANISTS EMANUEL AX AND AARON DIEHL, VIOLINIST BLAKE POULIOT, ARTISTS-IN-RESIDENCE SIMONE LAMSMA (VIOLIN) AND XAVIER FOLEY (BASS), CREATIVE ALLIANCE MEMBER ANDY AKIHO, AND GLOBAL SUPERSTAR ITZHAK PERLMAN. WE FURTHER MADE INVESTMENTS IN LOCAL ARTISTS BY SHOWCASING OREGON SYMPHONY MUSICIANS. BRUCE & JUDY THESENGA PRINCIPAL FLUTE MARTHA LONG PERFORMED MOZART'S FLUTE CONCERTO IN G MAJOR. TRUMAN COLLINS, SR. PRINCIPAL SECOND VIOLIN CHIEN TAN PERFORMED ALONGSIDE XAVIER FOLEY IN BOTTESINI'S DOUBLE CONCERTO NO. 2. OUR "CONCERTO SPECTACULAR" FEATURED SOLO AND CHAMBER WORKS BY PRINCIPAL TRUMPET JEFF WORK; MR. & MRS. EDMUND HAYES, JR. PRINCIPAL CELLO NANCY IVES; PRINCIPAL CLARINET JAMES SHIELDS; AND THE ENTIRE PERCUSSION SECTION.TO ADVANCE OUR GOAL TO REACH MORE PEOPLE IN NEW WAYS, WE EXPERIMENTED WITH CONCERT FORMATS TO INTEGRATE AUDIENCES WITH ARTISTS. HAITIAN AMERICAN NATHALIE JOACHIMA MEMBER OF OUR CREATIVE ALLIANCE, WHOSE DIVERSE COMPOSERS AND MUSICIANS BRING THEIR UNIQUE PERSPECTIVES TO CREATE PIONEERING WORKS AND COMPELLING COLLABORATIONSHOSTED A SECOND SEASON OF OPEN MUSIC . THESE INTIMATE EVENINGS COMBINED TALK AND PERFORMANCE TO EXPLORE THE PROCESS OF COMPOSING FOR GUESTS VIJAY IYER, GABRIELA MONTERO, AND ANDY AKIHO. EACH GUEST CURATED A PROGRAM THAT SHOWCASED THEIR APPROACH TO COMPOSITION AND SOURCES OF INSPIRATION. CREATIVE CHAIR GABRIEL KAHANE ALSO CURATED TWO CHAMBER CONCERTS AT THE RESER CENTER FOCUSED ON NEW MUSIC FROM FEMALE COMPOSERS AND COMPOSERS OF COLOR, WHO ARE UNDERREPRESENTED IN THE CLASSICAL FIELD. THE FIRST CONCERT FEATURED THE BLUE HOUR, A SONG CYCLE WRITTEN COLLABORATIVELY BY COMPOSERS RACHEL GRIMES, ANGLICA NEGRN, SHARA NOVA, CAROLINE SHAW, AND SARAH KIRKLAND SNIDER THAT EXPLORES THE BEAUTY, PAIN, AND FRAGILITY OF LIFE FROM A FEMALE PERSPECTIVE. THE SECOND, ENTITLED THE LAW OF MOSAICS, BROUGHT TOGETHER FOUR CENTURIES OF MUSIC AND CONSIDERED THE WAYS IN WHICH ARTISTS, BY ENGAGING WITH EACH OTHER ACROSS TIME, HELP US TO BETTER UNDERSTAND OURSELVES AND THE WORLD. IT PAIRED HISTORICAL WORKS BY BACH, BEETHOVEN, MOZART AND FARRENC WITH CONTEMPORARY WORKS BY LIGETI, ANDREW NORMAN, JESSIE MONTGOMERY, AND TED HEARNE. BEYOND THE CLASSICAL SERIES, WE STRETCHED ARTISTICALLY TO COVER A BREADTH OF GENRES. WE PRODUCED PROGRAMS WITH THE WORLD'S LEADING INDIAN TABLA PLAYER, ZAKIR HUSSAIN, AND HIS MASTERS OF PERCUSSION; DRAG PERFORMER THORGY THOR, WHO ROSE TO FAME ON "RUPAUL'S DRAG RACE; THE MUSIC OF ROCK LEGEND LED ZEPPELIN; CLASSIC TELEVISION THEMES; MOVIE SCORES FROM FILMS LIKE "THE GOONIES AND "WEST SIDE STORY; AND VIDEO GAME MUSIC FROM FINAL FANTASY. OUR MUSIC FOR FAMILIES SERIESHOUR-LONG, MULTIMEDIA PERFORMANCES DESIGNED FOR YOUNG CHILDRENAGAIN PROVED POPULAR. WE EVEN ADDED AN EXTRA SHOW OF PETER & THE WOLF IN APRIL TO MEET DEMAND. AS WE INVESTED IN LOCAL CLASSICAL ARTISTS, WE INVESTED IN LOCAL POPULAR ARTISTS AS WELL. OVER THE YEARS, WE HAVE GIVEN ARTISTS LIKE PINK MARTINI, BLIND PILOT, STORM LARGE, AND TAYLOR MAC THEIR ORCHESTRAL DEBUTS, HELPING THEM TO REACH NEW AUDIENCES AND GROWING PORTLAND'S CULTURAL FOOTPRINT. THIS SEASON, WE BUILT ON THAT LEGACY BY GIVING ORCHESTRAL DEBUTS FOR RAPPER AMIN, PINK MARTINI'S CHINA FORBES, AND ALT-ROCK LEGENDS THE DANDY WARHOLS.WE INVESTED IN ARTISTIC EXCELLENCE ONSTAGE WHILE NAVIGATING CHALLENGES WITH OUR CONCERT HALL. UNSAFE CONDITIONS RELATED TO INADEQUATE SNOW/ICE REMOVAL IN WINTER AND FAILED COOLING SYSTEMS IN THE SPRING IMPEDED OUR ABILITY TO HOST CONCERTS. THE SYMPHONY INCURRED TENS OF THOUSANDS OF DOLLARS IN EXTRA COSTS DUE TO THESE PROBLEMS; PRESIDENT SCOTT SHOWALTER PUBLICIZED ISSUES IN THE MEDIA TO APPLY PRESSURE TO LOCAL OFFICIALS TO REMEDY THEM. HE CONTINUES THAT CAMPAIGN ON BEHALF OF ALL NONPROFIT ARTS GROUPS, TESTIFYING IN SUMMER 2023 BEFORE METRO COUNCILORS AND MERC COMMISSIONERS ABOUT PROBLEMS WITH THE HALL'S MANAGEMENT AND THEIR HISTORIC COST INCREASES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTING IN COMMUNITY EQUALLY IMPORTANT TO OUR EXCELLENCE ONSTAGE IS THE WORK WE DO TO INCREASE ACCESS TO THE ARTS. MUSIC SUPPORTS COGNITIVE DEVELOPMENT, EMOTIONAL WELLBEING, AND SOCIAL INCLUSION. EACH YEAR, TENS OF THOUSANDS OF PEOPLE EXPERIENCE THESE BENEFITS THROUGH SYMPHONY PROGRAMS. FOLLOWING IS A SAMPLING OF THE MANY WAYS THAT OUR MUSICIANS AND VISITING ARTISTS BROUGHT THE LIFE-CHANGING BENEFITS OF MUSIC TO OUR COMMUNITY IN THE SECOND HALF OF FY23.LED BY HAROLD & ARLENE SCHNITZER ASSOCIATE CONDUCTOR DEANNA THAM, WE HOSTED FIVE YOUNG PEOPLE'S CONCERTS THIS SPRING: TWO IN PORTLAND, TWO IN SALEM, AND ONE IN NEWBERG. COLLECTIVELY, 6,200+ STUDENTS IN GRADES 3-8 FROM SEVEN COUNTIES JOINED US FOR A YPC PERFORMANCE. STUDENTS ENJOYED A WIDE VARIETY OF WORKS, FROM CLASSICAL MASTERS LIKE BEETHOVEN, MUSSORGSKY, AND DEBUSSY TO LIVING COMPOSERS LIKE GABRIELA LENA FRANK, ANDY AKIHO, FRANK PROTO, AND 14-YEAR-OLD PORTLAND COMPOSER ELAINA RAE STUPPLER. IN MARCH, WE HOSTED THREE LINK UP CONCERTS IN PORTLAND FOR PARTICIPATING STUDENTS IN GRADES 3-5. DURING THE SCHOOL YEAR, STUDENTS LEARNED TO SING AND PLAY THE RECORDER IN THEIR CLASSROOMS; THE LINK UP CURRICULUM CULMINATES WITH STUDENTS PERFORMING FROM THEIR SEATS IN OUR HALL ALONGSIDE THE OREGON SYMPHONY. THIS YEAR, MORE THAN 5,500 STUDENTS STUDIED IN OUR PROGRAM AND JOINED US IN THE HALL.WE BROUGHT BACK OUR KINDERKONZERTS SERIES OF IN-SCHOOL PERFORMANCES FOR STUDENTS IN GRADES K-2. THREE HOST SCHOOLSFAUBION SCHOOL IN NE PORTLAND, WOODSTOCK ELEMENTARY IN SE PORTLAND, AND LINCOLN ST. SCHOOL IN HILLSBOROENGAGED NEARLY 4,000 STUDENTS FOR UP-CLOSE PERFORMANCES BY GROUPS OF OREGON SYMPHONY MUSICIANS. EACH PERFORMANCE FEATURED AN ENSEMBLE OF STRING, WOODWIND, OR BRASS PLAYERS SHARING SHORT PIECES THAT DEMONSTRATED THE TONE QUALITY AND CHARACTERISTICS OF EACH INSTRUMENT. UNDER THE GUIDANCE OF A NARRATOR, STUDENTS WERE ENCOURAGED TO MOVE WITH THE MUSIC, RESPOND TO QUESTIONS, CLAP AND SING, AND ENGAGE VERBALLY THROUGHOUT EACH PERFORMANCE. PRIOR TO EACH CLASSICAL CONCERT AND SELECT POPS AND SPECIALS CONCERTS DURING THE SEASON, WE HOSTED STUDENT ENSEMBLES IN OUR LOBBY TO GIVE PRELUDE PERFORMANCES. STUDENT PERFORMERS WERE RECOGNIZED FROM THE STAGE BEFORE EACH CONCERT, AND THEY WERE INVITED TO ATTEND THE SYMPHONY PERFORMANCE FREE OF CHARGE. MORE THAN 300 STUDENT MUSICIANS WERE AFFORDED THIS UNIQUE OPPORTUNITY. WE ALSO WELCOMED HUNDREDS OF STUDENTS TO WITNESS AND LEARN FROM ORCHESTRA REHEARSALS. ONE HIGH SCHOOL STUDENT REMARKED, "IT WAS EYE-OPENING TO SEE HOW WELL THE MUSICIANS PLAYED EVEN AT REHEARSAL, AND HOW THE SOUND CHANGED THE MORE THEY PLAYED TOGETHER.OREGON SYMPHONY MUSICIANS AND OUR TWO ARTISTS-IN-RESIDENCE ALSO VISITED SCHOOLS THROUGHOUT OUR REGION. THEY VISITED BAND AND ORCHESTRA ENSEMBLES TO COACH STUDENT ARTISTS DURING IN-SCHOOL REHEARSALS, HOSTED MASTERCLASSES TO SHARE INNOVATIVE TEACHING TECHNIQUES WITH LARGE GROUPS OF STUDENTS, AND VISITED ELEMENTARY SCHOOLS TO HOST INFORMATIONAL PERFORMANCES ("INFORMANCES") THAT INSPIRE YOUNG STUDENTS TO STUDY MUSIC. BEYOND ITS ABILITY TO SUPPORT LEARNING, MUSIC SUPPORTS EMOTIONAL WELLBEING FOR PEOPLE OF ALL AGES AND BACKGROUNDS. FOR INSTANCE, OUR 2023 LULLABY PROJECT IN PARTNERSHIP WITH PATH HOME SUPPORTED FAMILIES IN HOUSING TRANSITION. WORKING WITH SYMPHONY MUSICIANS AND LOCAL SINGER-SONGWRITERS, EACH FAMILY WROTE AND PROFESSIONALLY RECORDED A LULLABY THAT HONORED THEIR FAMILY. WE DEBUTED THESE HEARTFELT SONGS BEFORE 200+ COMMUNITY MEMBERS AT AN IN-PERSON FREE CONCERT AT THE ALBERTA ROSE THEATER IN MAY; THE SONGS CONTINUE TO LIVE ON OUR WEBSITE.RECOGNIZING THAT MANY PEOPLE WOULD BENEFIT FROM THE HEALING POWER OF MUSIC WHO ARE UNABLE TO ATTEND AN IN-PERSON CONCERT, WE TAKE OUR MUSICIANS TO MEET NEIGHBORS WHERE THEY ARE. IN APRIL, AN OREGON SYMPHONY STRING QUARTET VISITED SANTIAM CORRECTIONAL INSTITUTE IN SALEM TO AID INMATES' REHABILITATION. ONE MAN SAID, "LISTENING TO YOUR MUSIC WAS THE MOST PEACEFUL I'VE FELT SINCE I GOT HERE." IN MAY, XAVIER FOLEY PERFORMED FOR AND SPOKE WITH RESIDENTS OF ST. MARY'S HOME FOR BOYS. FOR BOTH THESE GROUPS, MUSIC PROMOTES THE DEVELOPMENT OF POSITIVE BEHAVIORS AND HELPS IMPROVE IMPULSE CONTROL. OUR MUSICIANS HELPED TO MARK SIGNIFICANT CULTURAL OCCASIONS AS WELL. IN RECOGNITION OF AANHPI HERITAGE MONTH, WE PARTNERED WITH THE PORTLAND JAPANESE GARDEN TO PROVIDE A FULL DAY OF FREE PERFORMANCES FOR ALL GARDEN VISITORS TO ENJOY. GROUPS OF MUSICIANS SHARED CULTURALLY RELEVANT MUSIC, CULMINATING IN SIMONE LAMSMA'S PERFORMANCE ALONGSIDE A TRADITIONAL JAPANESE KOTO PLAYER AND REMARKS FROM PRINCIPAL GUEST CONDUCTOR JUN MRKL ON HIS OWN JAPANESE HERITAGE. ALSO IN MAY, WE PARTICIPATED IN THE SECOND ANNUAL OREGON RISE AGAINST HATE EVENT AT LAN SU CHINESE GARDEN, HONORING AANHPI COMMUNITIES AND DEMANDING AN END TO ANTI-ASIAN HATE AND DISCRIMINATION. OTHER EXAMPLES INCLUDED SYMPHONY VIOLINIST INS VOLGAR BELGIQUE PERFORMING AT AN EVENT FOR THE LOCAL NONPROFIT VENEZUELA'S VOICE IN OREGON, A PERCUSSION ENSEMBLE PLAYING AT THE GRADUATION CEREMONY FOR THE RUSSIAN IMMERSION READING PROGRAM AT KELLY ELEMENTARY SCHOOL IN SE PORTLAND, AND VADIM GLUZMAN PERFORMING FOR STUDENTS AT CONGREGATION BETH ISRAEL. AS WE DO EACH YEAR, WE OFFERED SPECIAL CONCERTS FOR FREE TO OUR COMMUNITY. IN ADDITION TO THE WATERFRONT CONCERT DESCRIBED IN OUR MID-YEAR REPORT, THIS SPRING WE HOSTED THE "IN HARMONY" CELEBRATION CONCERT WHICH FILLED THE HALL WITH FAMILIES INVITED THROUGH OUR NONPROFIT PARTNERS. FOR MANY ATTENDEES, SUCH A FREE SHOW MAY BE THEIR ONLY OPPORTUNITY TO HEAR LIVE MUSIC. THIS CONCERT INCLUDED THE DEBUT OF A PIECE, BORN OUT OF OUR PARTNERSHIP WITH OUTSIDE THE FRAME (OTF), WHICH USES FILM AS AN ENGAGEMENT TOOL TO SUPPORT HOMELESS AND MARGINALIZED YOUTH. CREATIVE CHAIR KAHANE WORKED WITH OTF YOUTH TO COLLABORATIVELY WRITE A PIECE THAT INCLUDED ORIGINAL FOOTAGE THAT THE STUDENTS HAD FILMED. THE EVENING ALSO INCLUDED A PIECE BY GIANCARLO CASTRO, A PORTLAND-BASED, VENEZUELAN COMPOSER WHOSE COMMISSIONED WORK WE WILL PREMIERE IN OUR UPCOMING SEASON. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $18,570,698 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 71 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 412 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 45 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANICE ROMANO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5034166319 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 SW 6TH AVE STE 385 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972041339 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SERGIO CARRENO | ||||||||
| BOARD MEMBER/MUSICIAN | 35.00 | Yes (X) | $70,315 | $0 | $17,695 | |||
| ALICIA DIDONATO PAULSEN | ||||||||
| BOARD MEMBER/MUSICIAN | 35.00 | Yes (X) | $68,298 | $0 | $23,117 | |||
| EMILY COLE | ||||||||
| BOARD MEMBER/MUSICIAN | 35.00 | Yes (X) | $55,638 | $0 | $12,006 | |||
| DAN DRINKWARD | ||||||||
| CHAIR | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| COURTNEY ANGELI | ||||||||
| VICE CHAIR | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| EVE CALLAHAN | ||||||||
| SECRETARY | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JACK WILBORN | ||||||||
| TREASURER | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RICK HINKES | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TIGE HARRIS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK CLARK | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL EARLY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHABRE VICKERS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CLIFF DEVENEY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CAMERON HUNT | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN RASAY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DERALD WALKER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD HULSMAN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GERRI KARETSKY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GRADY JURRENS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| IDA RAE CAHANA | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| J CLAYTON HERING | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET BLOUNT | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF HEATHERINGTON | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| EMILY KARR | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY HUMMELT | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KRIS KERN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON MATUSOW | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LAUREN FOX | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT EDLEN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELE MASS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MJ STEEN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KAIZAD MISTRY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PEGGY MILLER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PRISCILLA LONGFIELD | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RENEE HOLZMAN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT HALEY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT HARRISON | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBYN GASTINEAU | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSCOE NELSON | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS LAUDERDALE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| WALT WEYLER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BONNIE REAGAN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE WEISENBACH | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK WILLIAMS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT SHOWALTER | ||||||||
| PRESIDENT/CEO | 58.00 | $403,020 | $0 | $24,474 | Yes (X) | 2.00 | ||
| JANICE ROMANO | ||||||||
| VP FINANCE & ADMIN | 40.00 | $128,306 | $0 | $16,381 | Yes (X) | 5.00 | ||
| DAVID DANZMAYR | ||||||||
| MUSIC DIRECTOR | 40.00 | $273,614 | $0 | $17,525 | Yes (X) | |||
| RUSSELL KELBAN | ||||||||
| VP MARKETING & STRATEGIC ENGAGEMENT | 45.00 | $167,348 | $0 | $15,673 | Yes (X) | |||
| HILARY BLAKEMORE | ||||||||
| VP DEVELOPMENT | 45.00 | $140,149 | $0 | $16,130 | Yes (X) | |||
| STEVE WENIG | ||||||||
| VP & GM | 40.00 | $125,993 | $0 | $26,128 | 5.00 | Yes (X) | ||
| SARAH KWAK | ||||||||
| CONCERTMASTER | 35.00 | $183,176 | $0 | $16,622 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,615,857 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $185,751 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PORTLAND' 5 CENTERS FOR THE ARTS | |||||
| MERC UNIT 14 PO BOX 5000 | PORTLAND | OR | 97208 | ARLENE SCHNITZER CONCERT HALL | $1,788,625 |
| 1547 CSR - PITTOCK BLOCK LLC | |||||
| 921 SW WASHINGTON STE 100 | PORTLAND | OR | 97205 | OFFICE LEASE | $352,156 |
| DOCUMART COPIES & PRINTING | |||||
| 3310 NW YEON | PORTLAND | OR | 97210 | PRINTING COMPANY | $349,068 |
| CAPACITY INTERACTIVE CONSULTING LLC | |||||
| PO BOX 50019 | NEWARK | NJ | 07101 | ADVERTISING | $286,743 |
| PINK MARTINI INC | |||||
| 728 SW 1ST AVE | PORTLAND | OR | 97204 | GUEST ARTIST | $180,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,920,010 | FundraisingAmt |
| Government Grants | $695,546 | GovernmentGrantsAmt |
| All Other Contributions | $5,298,253 | AllOtherContributionsAmt |
| Noncash Contributions | $72,908 | NoncashContributionsAmt |
| Total Contributions | $7,913,809 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCERT TICKET & FEES | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $8,760,304 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,760,304 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,760,304 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $255,417 | TotalRevenueColumnAmt |
| Exclusion | $255,417 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,423,540 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,469,347 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$45,807 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$45,807 | TotalRevenueColumnAmt |
| Exclusion | -$45,807 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $152,100 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,920,010 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $177,396 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$25,296 | TotalRevenueColumnAmt |
| Exclusion | -$25,296 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $40,766 | TotalRevenueColumnAmt |
| Exclusion | $40,766 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $40,766 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,899,193 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,760,304 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $225,080 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $864,515 | TotalAmt |
| Program Services | $745,607 | ProgramServicesAmt |
| Management And General | $62,881 | ManagementAndGeneralAmt |
| Fundraising | $56,027 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,428,595 | TotalAmt |
| Program Services | $8,013,630 | ProgramServicesAmt |
| Management And General | $782,094 | ManagementAndGeneralAmt |
| Fundraising | $632,871 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,662 | TotalAmt |
| Program Services | $402,647 | ProgramServicesAmt |
| Management And General | $30,516 | ManagementAndGeneralAmt |
| Fundraising | $27,499 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,720,179 | TotalAmt |
| Program Services | $1,573,990 | ProgramServicesAmt |
| Management And General | $55,579 | ManagementAndGeneralAmt |
| Fundraising | $90,610 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,021,385 | TotalAmt |
| Program Services | $903,269 | ProgramServicesAmt |
| Management And General | $50,523 | ManagementAndGeneralAmt |
| Fundraising | $67,593 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,385 | TotalAmt |
| Management And General | $13,385 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,500 | TotalAmt |
| Management And General | $36,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,772 | TotalAmt |
| Management And General | $77,772 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,438 | TotalAmt |
| Program Services | $441,875 | ProgramServicesAmt |
| Management And General | $100,143 | ManagementAndGeneralAmt |
| Fundraising | $75,420 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $982,379 | TotalAmt |
| Program Services | $919,270 | ProgramServicesAmt |
| Management And General | $620 | ManagementAndGeneralAmt |
| Fundraising | $62,489 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $799,216 | TotalAmt |
| Program Services | $565,413 | ProgramServicesAmt |
| Management And General | $57,479 | ManagementAndGeneralAmt |
| Fundraising | $176,324 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $963,621 | TotalAmt |
| Program Services | $845,593 | ProgramServicesAmt |
| Management And General | $38,488 | ManagementAndGeneralAmt |
| Fundraising | $79,540 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,521 | TotalAmt |
| Program Services | $41,561 | ProgramServicesAmt |
| Management And General | $34,489 | ManagementAndGeneralAmt |
| Fundraising | $68,471 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,417 | TotalAmt |
| Program Services | $76,167 | ProgramServicesAmt |
| Management And General | $57,125 | ManagementAndGeneralAmt |
| Fundraising | $57,125 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,022 | TotalAmt |
| Management And General | $29,022 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT LABOR | $2,457,423 | $2,203,965 | $40,691 | $212,767 |
| PRODUCTION EXPENSES | $1,695,705 | $1,694,863 | $842 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,554 | TotalAmt |
| Program Services | $132,848 | ProgramServicesAmt |
| Management And General | $153,859 | ManagementAndGeneralAmt |
| Fundraising | $59,847 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,859,289 | TotalAmt |
| Program Services | $18,570,698 | ProgramServicesAmt |
| Management And General | $1,621,166 | ManagementAndGeneralAmt |
| Fundraising | $1,667,425 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,592,245 | BOYAmt |
| EOY | $1,065,278 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,036,846 | BOYAmt |
| EOY | $1,765,711 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,538,014 | BOYAmt |
| EOY | $1,834,254 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,201 | BOYAmt |
| EOY | $385,698 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,318,986 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,297,076 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869,794 | BOYAmt |
| EOY | $1,021,910 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,048,770 | BOYAmt |
| EOY | $18,275,458 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $938,963 | BOYAmt |
| EOY | $743,631 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $176,437 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,423,833 | BOYAmt |
| EOY | $25,268,377 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $915,694 | BOYAmt |
| EOY | $1,243,132 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,587,254 | BOYAmt |
| EOY | $3,657,684 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,804 | BOYAmt |
| EOY | $192,268 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,514,752 | BOYAmt |
| EOY | $5,093,084 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,187,787 | BOYAmt |
| EOY | $6,301,739 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,721,294 | BOYAmt |
| EOY | $13,873,554 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,909,081 | BOYAmt |
| EOY | $20,175,293 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,423,833 | BOYAmt |
| EOY | $25,268,377 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,960,096 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,226,308 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $11,488,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,446,767 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,053,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,670,994 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,913,809 | CurrentTaxYearAmt |
| Total | $55,573,220 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,488,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,446,767 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,053,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,670,994 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,913,809 | CurrentTaxYearAmt |
| Total | $55,573,220 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,000,672 | SubstantialContributorsTotAmt |
| Public Support Total170 | $49,572,548 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $189,131 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $148,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $195,016 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $255,417 | CurrentTaxYearAmt |
| Total | $853,146 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $302,694 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,766 | CurrentTaxYearAmt |
| Total | $573,483 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $56,999,849 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $34,480,501 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85590 | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,599,802 | BeginningYearBalanceAmt |
| Contributions | $359,496 | ContributionsAmt |
| Investment Earnings Or Losses | $872,619 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $740,186 | OtherExpendituresAmt |
| End Year Balance | $16,091,731 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,885,630 | BeginningYearBalanceAmt |
| Contributions | $2,435 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,264,920 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,023,343 | OtherExpendituresAmt |
| End Year Balance | $15,599,802 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,858,263 | BeginningYearBalanceAmt |
| Contributions | $3,695,895 | ContributionsAmt |
| Investment Earnings Or Losses | $4,012,340 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $680,868 | OtherExpendituresAmt |
| End Year Balance | $17,885,630 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,527,523 | BeginningYearBalanceAmt |
| Contributions | $4,315 | ContributionsAmt |
| Investment Earnings Or Losses | -$326 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $673,249 | OtherExpendituresAmt |
| End Year Balance | $10,858,263 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,472,533 | BeginningYearBalanceAmt |
| Contributions | $2,981 | ContributionsAmt |
| Investment Earnings Or Losses | $721,263 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $669,254 | OtherExpendituresAmt |
| End Year Balance | $11,527,523 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18130 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.62053 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19817 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,125 | OtherCostOrOtherBasisAmt |
| Book Value | $39,125 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $645,621 | OtherCostOrOtherBasisAmt |
| Depreciation | $373,559 | DepreciationAmt |
| Book Value | $272,062 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,634,240 | OtherCostOrOtherBasisAmt |
| Depreciation | $923,517 | DepreciationAmt |
| Book Value | $710,723 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,021,910 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITY | $10,796 |
| OPERATING LEASE LIABILITIES | $181,472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $192,268 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S POLICY IS TO REALIZE A 6% DISTRIBUTION FROM THE ENDOWMENT FUNDS AVERAGE FAIR VALUE OVER THE PRIOR 13 QUARTERS THROUGH THE YEAR-END PRECEEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. DISTRIBUTIONS ARE USED TO FUND PROGRAMS IN THE AREAS FOR WHICH THE ENDOWMENTS WERE ESTABLISHED. |
| PART X, LINE 2: | THE ORGANIZATIONS FOLLOW THE PROVISIONS OF FASB ASC 740 TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING GALA | Event1Nm |
| Gross Receipts Event1 | $2,014,360 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,862,260 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $152,100 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $12,638 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $128,708 | FoodAndBeverageEvent1Amt |
| Event2 | OPENING | Event2Nm |
| Gross Receipts Event2 | $57,750 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $57,750 | CharitableContriEvent2Amt |
| Rent Facility Costs Event2 | $5,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $31,050 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $2,072,110 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,920,010 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $152,100 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $17,638 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $159,758 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $177,396 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$25,296 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OUTSIDE THE FRAME | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NW 6TH AVE STE 335 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 474159875 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | 2023 WONDER AWARD | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT SHOWALTER | ||||||||||||||
| PRESIDENT/CEO | $403,020 | $0 | $0 | $0 | $0 | $0 | $15,250 | $0 | $9,224 | $0 | $427,494 | $0 | $0 | $0 |
| DAVID DANZMAYR | ||||||||||||||
| MUSIC DIRECTOR | $273,614 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,525 | $0 | $291,139 | $0 | $0 | $0 |
| SARAH KWAK | ||||||||||||||
| CONCERTMASTER | $183,176 | $0 | $0 | $0 | $0 | $0 | $9,159 | $0 | $7,463 | $0 | $199,798 | $0 | $0 | $0 |
| RUSSELL KELBAN | ||||||||||||||
| VP MARKETING & STRATEGIC ENGAGEMENT | $167,348 | $0 | $0 | $0 | $0 | $0 | $8,210 | $0 | $7,463 | $0 | $183,021 | $0 | $0 | $0 |
| HILARY BLAKEMORE | ||||||||||||||
| VP DEVELOPMENT | $140,149 | $0 | $0 | $0 | $0 | $0 | $6,906 | $0 | $9,224 | $0 | $156,279 | $0 | $0 | $0 |
| STEVE WENIG | ||||||||||||||
| VP & GM | $125,993 | $0 | $0 | $0 | $0 | $0 | $6,426 | $0 | $19,702 | $0 | $152,121 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | A. SCOTT SHOWALTER, PRESIDENT & CEO. PAYMENT FOR BUSINESS USE OF HIS RESIDENCE FOR POST CONCERT RECEPTIONS AND DONOR DINNERS. THIS IS PAID AS TAXABLE COMPENSATION. B. DAVID DANZMAYR, MUSIC DIRECTOR. HOUSING ALLOWANCE PAID MONTHLY AS TAXABLE COMPENSATION. |
| PART I, LINE 1B | BOTH ARRANGEMENTS ABOVE ARE INCLUDED IN THE EMPLOYMENT CONTRACTS OF THE STATED EMPLOYEES. THESE ARE SIGNED BY THE BOARD OF DIRECTORS. |
| PART I, LINE 7 | THE CEO, SCOTT SHOWALTER WAS GIVEN A DISCRETIONARY BONUS OF $50K (ALLOWED FOR IN THE EMPLOYMENT CONTRACT) IN DECEMBER 2022. AN ADDITIONAL BONUS OF $50K WAS ACCRUED IN JUNE 2023 AND PAID IN SEPTEMBER 2023. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FOOD & BEVERAGE | 17 | $43,734 | PURCHASE PRICE |
| Yes (X) | EVENT ITEMS | 0 | $27,574 | PURCHASE PRICE |
| Yes (X) | TENT | 1 | $1,600 | PURCHASE PRICE |
| 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 (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD DURING THE INTERVALS BETWEEN FULL BOARD MEETINGS. THE EXECUTIVE COMMITTEE POSSESSES THE FULL POWER OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | THOMAS LAUDERDALE, BOARD MEMBER, IS FOUNDER/OWNER OF PINK MARTINI, A PERFORMING GROUP THAT WORKS OFTEN WITH THE OREGON SYMPHONY. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD DURING THE INTERVALS BETWEEN FULL BOARD MEETINGS. THE EXECUTIVE COMMITTEE POSSESSES THE FULL POWER OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEES PRIOR TO SUBMISSION TO THE IRS. THE FULL BOARD WILL RECEIVE AN ELECTRONIC COPY OF THE FULL FORM PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS CONSISTENTLY MONITORS ANY POSSIBILITY OF A CONFLICT OF INTEREST. BOARD MEMBERS HAVE RECUSED THEMSELVES FROM VOTING ON POLICIES THAT MIGHT AFFECT THEM: FOR EXAMPLE, IF THE BOARD IS VOTING ON A MOTION THAT WILL INCREASE MUSICIAN COMPENSATION, DIRECTORS WHO ARE ALSO EMPLOYED BY THE SYMPHONY AS MUSICIANS IN THE ORCHESTRA HAVE CITED A CONFLICT OF INTEREST AND RECUSED THEMSELVES FROM VOTING ON THE MOTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR KEY EMPLOYEES OF THE ORGANIZATION, SPECIFICALLY THE CEO AND MUSIC DIRECTOR, MULTIYEAR EMPLOYMENT CONTRACTS ARE SIGNED. THESE CONTRACTS ARE PREPARED USING COMPARABILITY DATA BASED ON INFORMATION FROM THE SEARCH FIRM (FOR NEW HIRES) AND INDUSTRY REPORTS SUCH AS THE LEAGUE OF AMERICAN ORCHESTRAS ANNUAL WAGE SURVEYS. AT THE TIME OF PREPARATION, AN ADHOC COMPENSATION COMMITTEE FROM THE INDEPENDENT BOARD IS CREATED. EACH CONTRACT IS REVIEWED ON AN ANNUAL BASIS BY THE EXECUTIVE COMMITTEE. THE PROCESS IS SUBSTANTIATED THROUGH THE ACCEPTANCE OF THE ANNUAL BUDGET BY THE BOARD AND THE COMMITTEES. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE ON THE WEBSITE ORSYMPHONY.ORG AND IS UPLOADED TO GUIDESTAR. COPIES ARE ALSO AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE ALSO PUBLISHED ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| OREGON SYMPHONY FOUNDATION | ||||||||||
| 851 SW 6TH AVE STE 385 | PORTLAND | OR | 97204 | 931225609 | SUPPORT OF THE OREGON SYMPHONY ASSOCIATION | OR | 501(C)(3) | LINE 12A, I | OREGON SYMPHONY ASSOCIATION | Yes (1) |
| OREGON SYMPHONY ASSOCIATION IN SALEM | ||||||||||
| 851 SW 6TH AVE STE 385 | PORTLAND | OR | 97204 | 936031819 | BRING SYMPHONIC MUSIC AND THE OREGON SYMPHONY TO SALEM | OR | 501(C)(3) | LINE 10 | OREGON SYMPHONY ASSOCIATION | Yes (1) |
| 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SYMPHONY ASSOCIATION IN SALEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $202,080 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments