2023-05-10T12:40:43-05:00 2022-06-30 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2021-07-01 930446527 OREGON SYMPHONY ASSOCIATION OREG 5032284294 921 SW WASHINGTON ST 200 PORTLAND OR 972052819 JANICE ROMANO VP-FINANCE & ADMINISTRATION 5032284294 2023-05-09 1 JANICE ROMANO XXX-XX-XXXX SANG AHN P00540880 5032270581 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SCOTT SHOWALTER 921 SW WASHINGTON ST 200 PORTLAND OR 972052819 26858460 0 X WWW.ORSYMPHONY.ORG X 1896 OR THE OREGON SYMPHONY INSPIRES AUDIENCES AND BUILDS COMMUNITY BY CREATING OUTSTANDING MUSICAL EXPERIENCES. 41 37 304 120 0 0 13053221 16670994 0 9057332 656437 476048 63739 -20420 13773397 26183954 2010000 10000 0 0 7116733 12544863 0 0 1457121 2347527 8385205 11474260 20940068 2299137 5243886 27740551 28423833 6635404 4514752 21105147 23909081 X 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. 0 0 18284856 10000 9057332 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. 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. 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. 18284856 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 1 97 0 304 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 41 37 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X X JANICE ROMANO 5034166319 921 SW WASHINGTON SUITE 200 PORTLAND OR 972052819 SERGIO CARRENO BOARD MEMBER/MUSICIAN 35.00 X 37806 0 18507 BRAIZAHN JONES BOARD MEMBER/MUSICIAN 35.00 X 38204 0 20829 EMILY COLE BOARD MEMBER/MUSICIAN 35.00 X 32797 0 11791 RICK HINKES CO-CHAIR 20.00 X X 0 0 0 TIGE HARRIS CO-CHAIR 20.00 X X 0 0 0 DAN DRINKWARD VICE CHAIR 20.00 X X 0 0 0 EVE CALLAHAN SECRETARY 20.00 X X 0 0 0 JACK WILBORN TREASURER 20.00 X X 0 0 0 AMANDA TUCKER BOARD MEMBER 5.00 X 0 0 0 BILL EARLY BOARD MEMBER 5.00 X 0 0 0 CHABRE VICKERS BOARD MEMBER 5.00 X 0 0 0 CLIFF DEVENEY BOARD MEMBER 5.00 X 0 0 0 COURTNEY ANGELI BOARD MEMBER 5.00 X 0 0 0 DAN RASAY BOARD MEMBER 5.00 X 0 0 0 DERALD WALKER BOARD MEMBER 5.00 X 0 0 0 GERALD HULSMAN BOARD MEMBER 5.00 X 0 0 0 GERRI KARETSKY BOARD MEMBER 5.00 X 0 0 0 GRADY JURRENS BOARD MEMBER 5.00 X 0 0 0 IDA RAE CAHANA BOARD MEMBER 5.00 X 0 0 0 J CLAYTON HERING BOARD MEMBER 5.00 X 0 0 0 JANET BLOUNT BOARD MEMBER 5.00 X 0 0 0 JEFF HEATHERINGTON BOARD MEMBER 5.00 X 0 0 0 JOANN YOUNG BOARD MEMBER 5.00 X 0 0 0 JUDY HUMMELT BOARD MEMBER 5.00 X 0 0 0 KRIS KERN BOARD MEMBER 5.00 X 0 0 0 LANE SHETTERLY BOARD MEMBER 5.00 X 0 0 0 LAUREN FOX BOARD MEMBER 5.00 X 0 0 0 MATT EDLEN BOARD MEMBER 5.00 X 0 0 0 MICHELE MASS BOARD MEMBER 5.00 X 0 0 0 MJ STEEN BOARD MEMBER 5.00 X 0 0 0 NANCY HALES BOARD MEMBER 5.00 X 0 0 0 PEGGY MILLER BOARD MEMBER 5.00 X 0 0 0 PRISCILLA LONGFIELD BOARD MEMBER 5.00 X 0 0 0 RENEE HOLZMAN BOARD MEMBER 5.00 X 0 0 0 ROBERT HALEY BOARD MEMBER 5.00 X 0 0 0 ROBERT HARRISON BOARD MEMBER 5.00 X 0 0 0 ROBYN GASTINEAU BOARD MEMBER 5.00 X 0 0 0 ROSCOE NELSON BOARD MEMBER 5.00 X 0 0 0 THOMAS LAUDERDALE BOARD MEMBER 5.00 X 0 0 0 WALT WEYLER BOARD MEMBER 5.00 X 0 0 0 SCOTT SHOWALTER PRESIDENT/CEO 58.00 2.00 X 370712 0 23286 JANICE ROMANO VP FINANCE & ADMIN 40.00 5.00 X 69770 0 8407 JANET PLUMMER CFOO (FORMER) 50.00 10.00 X 118018 0 17545 DAVID DANZMAYR MUSIC DIRECTOR 40.00 X 118876 0 8443 RUSSELL KELBAN VP MARKETING & STRATEGIC ENGAGEMENT 45.00 X 155717 0 10774 HILARY BLAKEMORE VP DEVELOPMENT 45.00 X 131386 0 14796 STEVE WENIG VP & GM 40.00 5.00 X 113196 0 23534 CHARLES CALMER VP ARTISTIC PLANNING 45.00 X 113023 0 14226 SARAH KWAK CONCERTMASTER 35.00 X 105152 0 10186 1404657 0 182324 8 0 1 0 PORTLAND' 5 MERC UNIT 14 PO BOX 5000 PORTLAND OR 97208 ARLENE SCHNITZER CONCERT HALL 597052 1547 CSR - PITTOCK BLOCK LLC 921 SW WASHINGTON STE 100 PORTLAND OR 97205 OFFICE LEASE 262188 DOCUMART COPIES & PRINTING 3310 NW YEON PORTLAND OR 97210 PRINTING COMPANY 238532 THE AV DEPARTMENT LLC PO BOX 12697 PORTLAND OR 97212 LIVESTREAM TECHNICIAN 146044 SELDY CRAMER INC 200 LAKESIDE DR 802 OAKLAND CA 94610 ARTIST AGENT 142000 9 1435864 8164962 7070168 85746 16670994 CONCERT TICKET & FEES 711130 9057332 9057332 9057332 195016 195016 724503 443471 281032 281032 281032 156750 1435864 231035 -74285 -74285 OTHER INCOME 900099 53865 53865 53865 26183954 9057332 0 455628 10000 10000 811534 707008 53809 50717 8657414 7427290 663213 566911 387848 341794 21528 24526 1691569 1566315 46981 78273 996498 886670 46267 63561 480 480 22965 22965 67653 67653 741802 662765 30008 49029 747048 714200 1878 30970 859781 548515 47924 263342 920596 819230 36150 65216 102421 28950 11667 61804 132706 53082 39812 39812 24442 24442 CONTRACT LABOR 2797474 2687454 11837 98183 PRODUCTION EXPENSES 1686058 1686058 281779 145525 71477 64777 20940068 18284856 1198091 1457121 6231149 3592245 1144324 2036846 203028 1538014 458726 399201 2147995 1278201 719050 869794 17989741 19048770 994533 938963 27740551 28423833 625776 915694 4000398 3587254 1996798 12432 11804 6635404 4514752 X 5399972 9187787 15705175 14721294 21105147 23909081 27740551 28423833 5243886 -2439952 0 X X 0 1 X 1 1 1 X 14683486 11488429 6446767 13053221 16670994 62342897 14683486 11488429 6446767 13053221 16670994 62342897 7683764 54659133 101607 189131 148804 64778 195016 699336 288045 302694 73579 102579 53865 820762 63862995 35878042 0.85590 0.82990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17885630 2435 -1264920 1023343 15599802 10858263 3695895 4012340 680868 17885630 11527523 4315 -326 673249 10858263 11472533 2981 721263 669254 11527523 10119898 1005864 990031 643260 11472533 0.17769 0.61898 0.20333 1 0 711895 459558 252337 1436100 818643 617457 869794 CHARITABLE GIFT ANNUITY 11804 11804 X 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. SPRING GALA 1546214 1389464 156750 10336 130596 44933 13102 OPENING 46400 46400 1500 30568 1592614 1435864 156750 11836 161164 44933 13102 231035 -74285 0 PORTLAND YOUTH PHILHARMONIC 9320 SW BARBUR BLVD STE 140 PORTLAND OR 97219 930386902 501(C)(3) 10000 0 2022 WONDER AWARD 1 0 X X 1 0 X X X X X 0 0 0 0 0 0 0 1 0 SCOTT SHOWALTER PRESIDENT/CEO 320712 0 50000 0 0 0 14500 0 8786 0 393998 0 0 0 RUSSELL KELBAN VP MARKETING & STRATEGIC ENGAGEMENT 155717 0 0 0 0 0 3472 0 7302 0 166491 0 0 0 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. PINK MARTINI BAND FOUNDER IS A BOARD MEMBER 180000 GUEST ARTIST FEES 0 X SUPPLIES 11 50506 PURCHASE PRICE X EVENT ITEMS 4 35240 PURCHASE PRICE 0 1 0 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. 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 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 OREGON SYMPHONY ASSOCIATION IN SALEM L 240000 CASH