OREGON SYMPHONY ASSOCIATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OREGON SYMPHONY ASSOCIATION (EIN 93-0446527)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-10
- IRS object ID
- 202311309349303371
- Schema version
- 2021v4.2
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T12:40:43-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 520 SW YAMHILL ST STE 500 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | 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 | 921 SW WASHINGTON ST 200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972052819 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANICE ROMANO | PersonNm |
| Person Title | VP-FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 5032284294 | PhoneNum |
| Signature | 2023-05-09 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT SHOWALTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 921 SW WASHINGTON ST 200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972052819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,858,460 | 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 | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 304 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,053,221 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,670,994 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,057,332 | CYProgramServiceRevenueAmt |
| PY Investment Income | $656,437 | PYInvestmentIncomeAmt |
| CY Investment Income | $476,048 | CYInvestmentIncomeAmt |
| PY Other Revenue | $63,739 | PYOtherRevenueAmt |
| CY Other Revenue | -$20,420 | CYOtherRevenueAmt |
| PY Total Revenue | $13,773,397 | PYTotalRevenueAmt |
| CY Total Revenue | $26,183,954 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,010,000 | 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 | $7,116,733 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,544,863 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,457,121 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,347,527 | PYOtherExpensesAmt |
| CY Other Expenses | $8,385,205 | CYOtherExpensesAmt |
| PY Total Expenses | $11,474,260 | PYTotalExpensesAmt |
| CY Total Expenses | $20,940,068 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,299,137 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,243,886 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,740,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,423,833 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,635,404 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,514,752 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,105,147 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,909,081 | 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 | $18,284,856 | ExpenseAmt |
| Grant | $10,000 | GrantAmt |
| Revenue | $9,057,332 | RevenueAmt |
| Desc | THE 21/22 SEASON MARKED A JOYFUL RETURN TO LIVE PERFORMANCE, COINCIDING WITH A CELEBRATION OF OUR LANDMARK 125TH ANNIVERSARY. WE ARE MOVING MUSIC FORWARD WITH OUR INVESTMENT IN NEW MUSIC AND EMERGING ARTISTS, WHILE ALSO EXPERIMENTING WITH DIFFERENT CONCERT FORMATS AND DELIVERY METHODS FOR SHARING MUSIC DIGITALLY. AS THE COVID-19 PANDEMIC CONTINUES TO AFFECT OUR OPERATIONS, HOWEVER, WE FACE DECREASED GOVERNMENT INVESTMENT AND AN AUDIENCE THAT REMAINS CONCERNED ABOUT PUBLIC SAFETY DOWNTOWN. DESPITE THIS UNCERTAINTY, OUR BOARD, PATRONS, AND DONORS REMAIN HIGHLY ENGAGED IN THE ORGANIZATION AND ARE INVESTING IN AN EXCITING FUTURE FOR THE ARTS IN OREGON. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INNOVATING ARTISTICALLYTHROUGHOUT 21/22, WE NAVIGATED MANY COVID-RELATED PRODUCTION CHALLENGES TO BRING FULL SEASONS TO THE STAGE IN PORTLAND AND SALEM. ONGOING CHALLENGES INCLUDED INTERNATIONAL TRAVEL RESTRICTIONS, FINDING SUBSTITUTE MUSICIANS IN RESPONSE TO POSITIVE COVID TESTS, AND REPERTOIRE CHANGES THAT REQUIRED ADDITIONAL LICENSING, SOURCING OF SCORES AND PARTS, AND APPROVAL OF THE CONDUCTORS, ARTISTIC STAFF, AND MUSICIANS UNION. DESPITE THESE BEHIND-THE-SCENES CHALLENGES, THE PRODUCT ONSTAGE REMAINED CONSISTENTLY EXCELLENT, AND WE WERE ABLE TO PRESENT MORE THAN 100 CONCERTS WITH MINIMAL CANCELATIONS, BRINGING LIFE INTO THE DOWNTOWNS OF OREGON'S TWO LARGEST CITIES. (CONTINUED ON SCH O)IN HIS FIRST FULL SEASON AS JEAN VOLLUM MUSIC DIRECTOR, DAVID DANZMAYR LED THE ORCHESTRA'S TRIUMPHANT RETURN TO THE STAGE, FITTINGLY BEGINNING WITH MAHLER'S "RESURRECTION" SYMPHONY AND CONCLUDING WITH BEETHOVEN'S "ODE TO JOY." IN BETWEEN, OUR CLASSICAL SERIES FEATURED AN ARTIST OF COLOR OR A FEMALE ARTIST ON EVERY PROGRAM AS COMPOSER, CONDUCTOR, AND/OR FEATURED SOLOIST, A RARE FEAT AS BOTH WOMEN AND ARTISTS OF COLOR REMAIN UNDERREPRESENTED IN THE FIELD.WE BROUGHT NEW WORKS TO LIFE THAT ENRICH THE ORCHESTRAL CANON, PARTICULARLY IN CONJUNCTION WITH THE ARTISTS OF OUR CREATIVE ALLIANCE. ARTIST-IN-RESIDENCE JOHANNES MOSER PREMIERED A CELLO CONCERTO FROM COMPOSER ROBIN HOLLOWAY, AND WE PREMIERED AN ORCHESTRAL ARRANGEMENT OF NATHALIE JOACHIM'S SUITE FROM FANM D'AYITI BASED ON THE MUSIC OF HER HAITIAN HERITAGE. TWO CO-COMMISSIONED PIECES ALSO CAME TO LIFE THIS SPRING: CREATIVE CHAIR GABRIEL KAHANE DEBUTED HIS PIANO CONCERTO WITH HIS FATHER, JEFFREY KAHANE, AS SOLOIST, AND OUR OWN JTTIK CLARK PERFORMED A NEW TUBA CONCERTO BY THE WORLD-RENOWNED WYNTON MARSALIS. BEYOND OUR CLASSICAL PROGRAMS, OUR POPS, POPCORN, AND SPECIALS SERIES TREATED AUDIENCES TO A WIDE DIVERSITY OF GENRES INCLUDING ROCK, INDIE, FILM SCORES, RAP, R&B, AFRO-CUBAN JAZZ, AND MORE. ARTISTS FROM GLADYS KNIGHT TO THE MAMBO KINGS, LESLIE ODOM JR. TO BEN FOLDS, AND THE JAZZ AT LINCOLN CENTER ORCHESTRA TO THE MEXICAN FOLK-INSPIRED MUSIC OF BELOVED PIXAR FILM COCO BROUGHT A RICH TAPESTRY OF MUSICAL TRADITIONS TO OUR STAGE. WE ALSO INVESTED IN OREGON ARTISTS, WITH FEATURED SOLOS FROM SYMPHONY MUSICIANS SARAH KWAK (CONCERTMASTER), MARTIN HEBERT (OBOE), AND MICHAEL ROBERTS (PERCUSSION), ALONGSIDE WORKS FROM PORTLAND-BASED COMPOSERS KENJI BUNCH AND ANDY AKIHO. IN MAY, TOGETHER WITH RESONANCE ENSEMBLE, WE GAVE THE WORLD PREMIERE OF AN AFRICAN AMERICAN REQUIEM, A 20-MOVEMENT PIECE FOR ORCHESTRA, CHOIR, AND SOLOISTS, BY PORTLAND COMPOSER DAMIEN GETER. THIS WORK HONORS VICTIMS OF RACIAL VIOLENCE THROUGH CENTURIES, FROM PAST LYNCHINGS TO PRESENT-DAY DEATHS BY POLICE VIOLENCE. GETER'S REQUIEM INTEGRATES THE TRADITIONAL LATIN REQUIEM TEXT WITH CONTEMPORARY TEXTS, DRAWING UPON THE CLASSICAL, JAZZ, AND GOSPEL TRADITIONS AND INCORPORATING LYRICS FROM AFRICAN AMERICAN SPIRITUALS, CIVIL RIGHTS ACTIVISTS, AND POETS. A GROUP OF AFRICAN AMERICAN COMMUNITY LEADERS, INCLUDING BOARD MEMBER CHABRE VICKERS, HELPED THE SYMPHONY TO DESIGN OPPORTUNITIES FOR POST-CONCERT REFLECTION IN THE CONCERT HALL. LOCAL ORGANIZATIONS ALSO JOINED US IN THE LOBBY TO SHARE RESOURCES SUPPORTING THE BLACK COMMUNITY IN PORTLAND. THE REQUIEM HAS ALREADY HAD DEEP IMPACT BOTH LOCALLY AND NATIONWIDE. THE PIECE WAS THE CAPSTONE OF A CIVIL RIGHTS CURRICULUM DEVELOPED IN PARTNERSHIP WITH RESONANCE ENSEMBLE AND PORTLAND PUBLIC SCHOOLS. PPS STUDENTS LEARNED ABOUT THE HISTORY OF RACIAL VIOLENCE IN PORTLAND AND THROUGHOUT AMERICA, STUDIED THE REQUIEM, ATTENDED THE CONCERT FOR FREE, AND AFTERWARD DISCUSSED IT AND THEIR RESPONSES IN STRUCTURED DIALOG. THE PREMIERE REACHED A NATIONAL AUDIENCE THANKS TO LIVE RADIO BROADCAST ON ALL CLASSICAL PORTLAND AND WQXR IN NEW YORK. MANY RADIO STATIONS AROUND THE COUNTRY RE-AIRED OUR BROADCAST AS PART OF THEIR JUNETEENTH CELEBRATIONS, AND THE PIECE HAS ALREADY BEEN PERFORMED BY OTHER ORCHESTRAS, INCLUDING AT THE KENNEDY CENTER IN WASHINGTON, D.C. WE EMBRACED NEW CONCERT FORMATS, INNOVATING BY ALIGNING WITH THE EVOLVING TASTES OF A YOUNGER MARKET, REMAINING CULTURALLY RELEVANT, AND REACHING OUTSIDE OF DOWNTOWN PORTLAND. GABRIEL KAHANE CURATED TWO ORIGINAL PERFORMANCES AT THE NEW RESER CENTER FOR THE ARTS. HE ALSO HOSTED OUR NEW OPEN MUSIC SERIES, WHICH EXPLORED THE CREATIVE PROCESSES OF THREE COMPOSERS ON THE SEASON: KENJI BUNCH, MISSY MAZZOLI, AND NATHALIE JOACHIM. THESE CONCERTS FEATURED CHAMBER ENSEMBLES THAT ALLOWED US TO DEPLOY OUR MUSICIANS IN DIFFERENT COMBINATIONS AND IN MORE INTIMATE VENUES LIKE REVOLUTION HALL, MISSISSIPPI STUDIOS, AND ALBERTA ROSE THEATER. WE ALSO LAUNCHED OUR FIRST LIVESTREAM SERIES OF SIX CONCERTS, AN EFFORT TO EXPAND MUSIC ACCESS. PEOPLE UNABLE TO COME TO THE HALL DUE TO PHYSICAL, GEOGRAPHICAL, OR ECONOMIC BARRIERS CAN NOW ACCESS OREGON SYMPHONY PERFORMANCES FROM THEIR HOMES.WE EXPERIMENTED WITH NEW SUBJECT MATTER, IN KEEPING WITH OUR COMMITMENT TO EXPLORE TIMELY SOCIETAL THEMES THROUGH MUSIC. WE ADAPTED TAYLOR MAC'S PULITZER-NOMINATED A 24-DECADE HISTORY OF POPULAR MUSIC FOR ITS FIRST ORCHESTRAL STAGING. THIS BOLD WORK FOCUSES ON HISTORICALLY MARGINALIZED COMMUNITIES WHILE POKING FUN AT THE PATRIARCHAL, HOMOPHOBIC, AND RACIST SYSTEMS THAT OPPRESSED THEM. INDIE ARTIST KISHI BASHI JOINED US TO PERFORM IMPROVISATIONS ON EO9066, HIS VISUALLY STUNNING MULTIMEDIA PIECE EXPLORING THE IMPACT OF THE JAPANESE INTERNMENT ORDER DURING WWII. 2022 MARKED THE 80TH ANNIVERSARY OF EXECUTIVE ORDER 9066, AN ACTION THAT DEEPLY AFFECTED OREGON'S JAPANESE-AMERICAN COMMUNITY IN WAYS THAT ARE STILL FELT TODAY. IN ADDITION TO PROGRAMMING WORKS FROM UNDERREPRESENTED COMPOSERS, WE ALSO INVESTED IN A MORE EQUITABLE FUTURE FOR CLASSICAL MUSIC. IN APRIL, WE HOSTED EARSHOT, A PROGRAM OF THE AMERICAN COMPOSER'S ORCHESTRA THAT SUPPORTS YOUNG COMPOSERS BY GIVING THEM AN OPPORTUNITY TO HAVE THEIR WORKS REHEARSED BY A PROFESSIONAL ENSEMBLE. WE HOSTED FOUR YOUNG LATINX COMPOSERS TWO MEN AND TWO WOMEN WHO HAD THEIR PIECES READ BY THE ORCHESTRA, AND WORKED WITH MENTOR COMPOSERS KENJI BUNCH, ANDY AKIHO, AND ANDREIA PINTO-CORREIA TO FURTHER DEVELOP THEIR COMPOSITIONS. ORCHESTRA REHEARSAL TIME IS EXCEEDINGLY RARE, ESPECIALLY FOR YOUNG COMPOSERS, AND BY PARTICIPATING IN PROGRAMS LIKE EARSHOT WE INVEST IN THE DEVELOPMENT OF DIVERSE VOICES THAT WILL FILL ORCHESTRA HALLS IN THE YEARS TO COME. ADDITIONAL WORK AT A SYSTEMIC LEVEL TO SUPPORT EQUITY IN OUR INDUSTRY INCLUDES OUR PARTNERSHIPS WITH THE NATIONAL ALLIANCE FOR AUDITION SUPPORT THAT HELPS BLACK AND LATINX ARTISTS AFFORD TO TRAVEL FOR AUDITIONS, AND THE SPHINX QUALIFIED ARTISTS PROGRAM THAT IDENTIFIES UNDERREPRESENTED ARTISTS FOR SUBSTITUTE AND AUDITION OPPORTUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTING IN COMMUNITYTHE HEALTH, SAFETY, AND WELLBEING OF OUR COMMUNITY REMAINED OUR TOP PRIORITY AS WE SHARED MUSIC WITH CHILDREN AND ADULTS FROM ALL BACKGROUNDS. WE WERE ABLE IN SOME CASES TO RETURN TO IN-PERSON WORK, WHILE PIVOTING SOME EDUCATION PROGRAMS TO DIGITAL FORMATS. OUR MUSICIANS REMAINED FLEXIBLE IN THE FACE OF CHANGING CIRCUMSTANCES. THEIR COMMITMENT TO OUR COMMUNITY GOES BEYOND THE OREGON SYMPHONY, INCLUDING COACHING STUDENTS, CREATING AND PERFORMING WITH NONPROFIT ENSEMBLES, SERVING ON COLLEGE FACULTIES, AND ORGANIZING FREE PERFORMANCES THROUGHOUT THE REGION THAT BRING JOY, HEALING, AND CONNECTION TO COUNTLESS PEOPLE. (CONTINUNED ON SCH O)THEIR PRESENCE IN OUR COMMUNITY ENABLES A RICH ECOSYSTEM OF ARTISTIC OPPORTUNITIES THAT SHARE THE POWER OF MUSIC TO EDUCATE, INSPIRE, UNITE, AND HEAL. AS SCHOOLS LIMITED FIELD TRIPS, WE ADAPTED OUR SIGNATURE YOUTH PROGRAMS FOR USE IN THE CLASSROOM. WE PRODUCED A DIGITAL VERSION OF OUR YOUNG PEOPLE'S CONCERT, WHICH WE SHARED FOR FREE ON OUR WEBSITE IN MAY AND DISTRIBUTED IN PARTNERSHIP WITH MUSIC WORKSHOP, A NONPROFIT THAT SHARES MUSIC EDUCATION VIDEOS WITH TEACHERS AROUND THE WORLD. CALLED SINFNICA!, THESE FOUR 20-MINUTE EPISODES ARE FULLY BILINGUAL AND TAKE STUDENTS ON A JOURNEY ACROSS LATIN AMERICA AND THE CARIBBEAN. WE ALSO DISSEMINATED THE VIDEOS DIRECTLY TO MORE THAN 50 SCHOOL DISTRICT PARTNERS THROUGHOUT OREGON AND SW WASHINGTON FOR USE IN CLASSROOMS. WE PROVIDED CARNEGIE HALL'S LINK UP CURRICULUM TO 28 SCHOOL PARTNERS THROUGHOUT AND BEYOND METRO PORTLAND. STUDENTS IN GRADES 3-5 LEARNED TO SING SONGS AND PLAY THE RECORDER THROUGHOUT THE YEAR, CULMINATING IN A PRE-RECORDED VERSION OF THE FINAL CONCERT WHICH ALLOWED THEM TO PLAY ALONG WITH A FULL ORCHESTRA. FINALLY, A THIRD SEASON OF SYMPHONY STORYTIME HAS FINISHED PRODUCTION AND NEW EPISODES IN ENGLISH AND SPANISH ARE BEING RELEASED THROUGHOUT AUGUST AND SEPTEMBER, JUST IN TIME FOR TEACHERS TO INCORPORATE THEM INTO THEIR SCHOOL YEAR CURRICULA FOR 22/23. MUSIC IS AN ESSENTIAL PART OF A THRIVING COMMUNITY, AND WE WERE PROUD TO OFFER THREE FREE, LARGE-SCALE CONCERTS THROUGHOUT THE YEAR SERVING TENS OF THOUSANDS OF PEOPLE. PARTICULARLY DURING SUCH POLITICALLY FRAUGHT TIMES, MUSIC CREATES SPACE FOR PEOPLE OF ALL BACKGROUNDS TO EXPERIENCE ART TOGETHER AND BEGIN TO HEAL FROM THE MANY CHALLENGES FACING OUR COMMUNITY. THE WATERFRONT CONCERT OVER LABOR DAY WAS OUR FIRST FULL PERFORMANCE IN 545 DAYS, AND A JOYFUL RETURN TO THE HEART OF DOWNTOWN. IN APRIL, MORE THAN 700 OF OUR COMMUNITY-BASED ARTS, EDUCATION, AND SOCIAL SERVICE PARTNERS FILLED THE CONCERT HALL DURING THE 125TH ANNIVERSARY CELEBRATION CONCERT, MADE POSSIBLE BY OUR GALA PATRONS. AND IN MAY, WE WERE PROUD TO PERFORM THE ROSE CITY REUNION CONCERT AS PART OF PORTLAND'S ICONIC ROSE FESTIVAL. AS OREGON'S LARGEST AND MOST VISIBLE MUSIC ORGANIZATION, WE ARE COMMITTED TO HELPING LEAD THE CULTURAL, SOCIAL, SPIRITUAL, AND ECONOMIC LIFE OF OUR REGION. WITH THE RETURN OF LIVE PERFORMANCE IN OUR CONCERT HALL, WE WERE PLEASED TO WELCOME BACK BOTH PRELUDE PERFORMANCES AND ORCHESTRA REHEARSAL VISITS FOR STUDENTS. THESE OPPORTUNITIES ARE AN IMPORTANT WAY THAT YOUNG MUSICIANS CAN SEE PERFORMANCES WITH NO FINANCIAL BARRIERS TO ENTRY. WE ALSO ARRANGED FOR STUDENT GROUPS TO VISIT WITH WORLD CLASS ARTISTS LIKE VIOLINIST JOSHUA BELL, AND THE JAZZ AT LINCOLN CENTER ORCHESTRA FEATURING WYNTON MARSALIS. IN A TYPICAL YEAR, ROUGHLY 1,000 STUDENTS ACCESS THESE INSPIRING OPPORTUNITIES, MANY OF WHOM WOULD BE OTHERWISE UNABLE TO ATTEND A SYMPHONY CONCERT. COMBINED WITH OUR ARTS FOR ALL $5 TICKETS FOR EBT CARDHOLDERS, DEEPLY DISCOUNTED STUDENT TICKETS, AND FREE RADIO BROADCASTS ON ALL CLASSICAL AND AMERICAN PUBLIC MEDIA THAT REACH MORE THAN 20 MILLION LISTENERS WORLDWIDE, WE ARE REMOVING BARRIERS TO ALLOW ALL PEOPLE TO ACCESS GREAT ART. WE UNDERTOOK A FIFTH YEAR OF THE LULLABY PROJECT IN PARTNERSHIP WITH PORTLAND HOMELESS FAMILY SOLUTIONS. THEIR COVID PROTOCOLS PREVENTED OUR TYPICAL LARGE GROUP GATHERING FOR SONGWRITING, SO INSTEAD OUR SINGER-SONGWRITERS WORKED ONE-ON-ONE WITH FAMILIES LIVING AT PHFS TO WRITE THEIR PIECES TOGETHER. THE LULLABY PROJECT CELEBRATION CONCERT, DURING WHICH THE FAMILIES, SINGER-SONGWRITERS, AND OREGON SYMPHONY MUSICIANS WILL SHARE THE LULLABIES WITH THE PUBLIC, WILL TAKE PLACE IN SEPTEMBER AT LENTS PARK NEAR THE PHFS FAMILY VILLAGE IN EAST PORTLAND. EACH FAMILY WILL RECEIVE A PROFESSIONAL-QUALITY RECORDING OF ALL THE LULLABIES FROM THE YEAR, ALLOWING THEM TO LISTEN TO AND SING THEM FOR YEARS TO COME. IN THIS WAY, THE PROJECT IS FULFILLING ITS GOALS TO STRENGTHEN FAMILY BONDS AND IMPROVE HEALTH OUTCOMES FOR FAMILIES EXPERIENCING HOMELESSNESS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $18,284,856 | 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 | Yes (1) | 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 | 97 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 304 | 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 | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | 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 | 921 SW WASHINGTON SUITE 200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972052819 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 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) | $37,806 | $0 | $18,507 | |||
| BRAIZAHN JONES | ||||||||
| BOARD MEMBER/MUSICIAN | 35.00 | Yes (X) | $38,204 | $0 | $20,829 | |||
| EMILY COLE | ||||||||
| BOARD MEMBER/MUSICIAN | 35.00 | Yes (X) | $32,797 | $0 | $11,791 | |||
| RICK HINKES | ||||||||
| CO-CHAIR | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TIGE HARRIS | ||||||||
| CO-CHAIR | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DAN DRINKWARD | ||||||||
| 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) | ||
| AMANDA TUCKER | ||||||||
| 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 | |||
| COURTNEY ANGELI | ||||||||
| 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 | |||
| JOANN YOUNG | ||||||||
| 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 | |||
| LANE SHETTERLY | ||||||||
| 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 | |||
| NANCY HALES | ||||||||
| 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 | |||
| SCOTT SHOWALTER | ||||||||
| PRESIDENT/CEO | 58.00 | $370,712 | $0 | $23,286 | Yes (X) | 2.00 | ||
| JANICE ROMANO | ||||||||
| VP FINANCE & ADMIN | 40.00 | $69,770 | $0 | $8,407 | Yes (X) | 5.00 | ||
| JANET PLUMMER | ||||||||
| CFOO (FORMER) | 50.00 | $118,018 | $0 | $17,545 | Yes (X) | 10.00 | ||
| DAVID DANZMAYR | ||||||||
| MUSIC DIRECTOR | 40.00 | $118,876 | $0 | $8,443 | Yes (X) | |||
| RUSSELL KELBAN | ||||||||
| VP MARKETING & STRATEGIC ENGAGEMENT | 45.00 | $155,717 | $0 | $10,774 | Yes (X) | |||
| HILARY BLAKEMORE | ||||||||
| VP DEVELOPMENT | 45.00 | $131,386 | $0 | $14,796 | Yes (X) | |||
| STEVE WENIG | ||||||||
| VP & GM | 40.00 | $113,196 | $0 | $23,534 | 5.00 | Yes (X) | ||
| CHARLES CALMER | ||||||||
| VP ARTISTIC PLANNING | 45.00 | $113,023 | $0 | $14,226 | Yes (X) | |||
| SARAH KWAK | ||||||||
| CONCERTMASTER | 35.00 | $105,152 | $0 | $10,186 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,404,657 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $182,324 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | 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 | |||||
| MERC UNIT 14 PO BOX 5000 | PORTLAND | OR | 97208 | ARLENE SCHNITZER CONCERT HALL | $597,052 |
| 1547 CSR - PITTOCK BLOCK LLC | |||||
| 921 SW WASHINGTON STE 100 | PORTLAND | OR | 97205 | OFFICE LEASE | $262,188 |
| DOCUMART COPIES & PRINTING | |||||
| 3310 NW YEON | PORTLAND | OR | 97210 | PRINTING COMPANY | $238,532 |
| THE AV DEPARTMENT LLC | |||||
| PO BOX 12697 | PORTLAND | OR | 97212 | LIVESTREAM TECHNICIAN | $146,044 |
| SELDY CRAMER INC | |||||
| 200 LAKESIDE DR 802 | OAKLAND | CA | 94610 | ARTIST AGENT | $142,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,435,864 | FundraisingAmt |
| Government Grants | $8,164,962 | GovernmentGrantsAmt |
| All Other Contributions | $7,070,168 | AllOtherContributionsAmt |
| Noncash Contributions | $85,746 | NoncashContributionsAmt |
| Total Contributions | $16,670,994 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCERT TICKET & FEES | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $9,057,332 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,057,332 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,057,332 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $195,016 | TotalRevenueColumnAmt |
| Exclusion | $195,016 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $724,503 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $443,471 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $281,032 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $281,032 | TotalRevenueColumnAmt |
| Exclusion | $281,032 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $156,750 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,435,864 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $231,035 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$74,285 | TotalRevenueColumnAmt |
| Exclusion | -$74,285 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $53,865 | TotalRevenueColumnAmt |
| Exclusion | $53,865 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $53,865 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,183,954 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,057,332 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $455,628 | 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 | $811,534 | TotalAmt |
| Program Services | $707,008 | ProgramServicesAmt |
| Management And General | $53,809 | ManagementAndGeneralAmt |
| Fundraising | $50,717 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,657,414 | TotalAmt |
| Program Services | $7,427,290 | ProgramServicesAmt |
| Management And General | $663,213 | ManagementAndGeneralAmt |
| Fundraising | $566,911 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,848 | TotalAmt |
| Program Services | $341,794 | ProgramServicesAmt |
| Management And General | $21,528 | ManagementAndGeneralAmt |
| Fundraising | $24,526 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,691,569 | TotalAmt |
| Program Services | $1,566,315 | ProgramServicesAmt |
| Management And General | $46,981 | ManagementAndGeneralAmt |
| Fundraising | $78,273 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $996,498 | TotalAmt |
| Program Services | $886,670 | ProgramServicesAmt |
| Management And General | $46,267 | ManagementAndGeneralAmt |
| Fundraising | $63,561 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480 | TotalAmt |
| Management And General | $480 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,965 | TotalAmt |
| Management And General | $22,965 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,653 | TotalAmt |
| Management And General | $67,653 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $741,802 | TotalAmt |
| Program Services | $662,765 | ProgramServicesAmt |
| Management And General | $30,008 | ManagementAndGeneralAmt |
| Fundraising | $49,029 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $747,048 | TotalAmt |
| Program Services | $714,200 | ProgramServicesAmt |
| Management And General | $1,878 | ManagementAndGeneralAmt |
| Fundraising | $30,970 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $859,781 | TotalAmt |
| Program Services | $548,515 | ProgramServicesAmt |
| Management And General | $47,924 | ManagementAndGeneralAmt |
| Fundraising | $263,342 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $920,596 | TotalAmt |
| Program Services | $819,230 | ProgramServicesAmt |
| Management And General | $36,150 | ManagementAndGeneralAmt |
| Fundraising | $65,216 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,421 | TotalAmt |
| Program Services | $28,950 | ProgramServicesAmt |
| Management And General | $11,667 | ManagementAndGeneralAmt |
| Fundraising | $61,804 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,706 | TotalAmt |
| Program Services | $53,082 | ProgramServicesAmt |
| Management And General | $39,812 | ManagementAndGeneralAmt |
| Fundraising | $39,812 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,442 | TotalAmt |
| Management And General | $24,442 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT LABOR | $2,797,474 | $2,687,454 | $11,837 | $98,183 |
| PRODUCTION EXPENSES | $1,686,058 | $1,686,058 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,779 | TotalAmt |
| Program Services | $145,525 | ProgramServicesAmt |
| Management And General | $71,477 | ManagementAndGeneralAmt |
| Fundraising | $64,777 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,940,068 | TotalAmt |
| Program Services | $18,284,856 | ProgramServicesAmt |
| Management And General | $1,198,091 | ManagementAndGeneralAmt |
| Fundraising | $1,457,121 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,231,149 | BOYAmt |
| EOY | $3,592,245 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,144,324 | BOYAmt |
| EOY | $2,036,846 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,028 | BOYAmt |
| EOY | $1,538,014 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,726 | BOYAmt |
| EOY | $399,201 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,147,995 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,278,201 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $719,050 | BOYAmt |
| EOY | $869,794 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,989,741 | BOYAmt |
| EOY | $19,048,770 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $994,533 | BOYAmt |
| EOY | $938,963 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,740,551 | BOYAmt |
| EOY | $28,423,833 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,776 | BOYAmt |
| EOY | $915,694 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,000,398 | BOYAmt |
| EOY | $3,587,254 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,996,798 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,432 | BOYAmt |
| EOY | $11,804 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,635,404 | BOYAmt |
| EOY | $4,514,752 | 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 | $5,399,972 | BOYAmt |
| EOY | $9,187,787 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,705,175 | BOYAmt |
| EOY | $14,721,294 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,105,147 | BOYAmt |
| EOY | $23,909,081 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,740,551 | BOYAmt |
| EOY | $28,423,833 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,243,886 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,439,952 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $14,683,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,488,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,446,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,053,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,670,994 | CurrentTaxYearAmt |
| Total | $62,342,897 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,683,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,488,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,446,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,053,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,670,994 | CurrentTaxYearAmt |
| Total | $62,342,897 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,683,764 | SubstantialContributorsTotAmt |
| Public Support Total170 | $54,659,133 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $189,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $148,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,778 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $195,016 | CurrentTaxYearAmt |
| Total | $699,336 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $288,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $302,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,865 | CurrentTaxYearAmt |
| Total | $820,762 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $63,862,995 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $35,878,042 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85590 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82990 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,119,898 | BeginningYearBalanceAmt |
| Contributions | $1,005,864 | ContributionsAmt |
| Investment Earnings Or Losses | $990,031 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $643,260 | OtherExpendituresAmt |
| End Year Balance | $11,472,533 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17769 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.61898 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20333 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $711,895 | OtherCostOrOtherBasisAmt |
| Depreciation | $459,558 | DepreciationAmt |
| Book Value | $252,337 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,436,100 | OtherCostOrOtherBasisAmt |
| Depreciation | $818,643 | DepreciationAmt |
| Book Value | $617,457 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $869,794 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY | Desc |
| Amt | $11,804 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,804 | 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 | $1,546,214 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,389,464 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $156,750 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $10,336 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $130,596 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $44,933 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $13,102 | OtherDirectExpensesEvent1Amt |
| Event2 | OPENING | Event2Nm |
| Gross Receipts Event2 | $46,400 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $46,400 | CharitableContriEvent2Amt |
| Rent Facility Costs Event2 | $1,500 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $30,568 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $1,592,614 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,435,864 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $156,750 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,836 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $161,164 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $44,933 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,102 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $231,035 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$74,285 | 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 | PORTLAND YOUTH PHILHARMONIC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9320 SW BARBUR BLVD STE 140 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 930386902 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | 2022 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 (2 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 | $320,712 | $0 | $50,000 | $0 | $0 | $0 | $14,500 | $0 | $8,786 | $0 | $393,998 | $0 | $0 | $0 |
| RUSSELL KELBAN | ||||||||||||||
| VP MARKETING & STRATEGIC ENGAGEMENT | $155,717 | $0 | $0 | $0 | $0 | $0 | $3,472 | $0 | $7,302 | $0 | $166,491 | $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. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINK MARTINI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BAND FOUNDER IS A BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $180,000 | TransactionAmt |
| Transaction | GUEST ARTIST FEES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SUPPLIES | 11 | $50,506 | PURCHASE PRICE |
| Yes (X) | EVENT ITEMS | 4 | $35,240 | 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 | ||||||||||
| 921 SW WASHINGTON SUITE 200 | PORTLAND | OR | 97205 | 931225609 | SUPPORT OF THE OREGON SYMPHONY ASSOCIATION | OR | 501(C)(3) | LINE 12A, I | OREGON SYMPHONY ASSOCIATION | Yes (1) |
| OREGON SYMPHONY ASSOCIATION IN SALEM | ||||||||||
| 921 SW WASHINGTON SUITE 200 | PORTLAND | OR | 97205 | 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 | $240,000 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments