EUGENE SYMPHONY ASSOCIATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EUGENE SYMPHONY ASSOCIATION INC (EIN 93-0556298)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202331359349318753
- Schema version
- 2021v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T16:27:03-07:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814770640 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWERS HOWARD QUIMBY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 COUNTRY CLUB RD SUITE 250 | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | 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 | 930556298 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eugene Symphony Association Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EUGE | BusinessNameControlTxt |
| Phone | 5416879487 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W 8th Ave 115 | AddressLine1Txt |
| City | Eugene | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Scott Freck | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Scott | PersonFirstNm |
| Person Last | Freck | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marta Powers | PreparerPersonNm |
| PTIN | P00618717 | PTIN |
| Phone | 5413574557 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 Freck | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W 8th Ave 115 | AddressLine1Txt |
| City | Eugene | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,657,059 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | eugenesymphony.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | Enriching lives through the power of music, presenting a diverse range of orchestral repertoire at the highest level of artistic excellence, and providing musical education opportunities for children and adults. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 154 | TotalEmployeeCnt |
| Total Volunteers | 84 | TotalVolunteersCnt |
| Total Gross UBI | $15,241 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,913,599 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,050,726 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,147 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $478,597 | CYProgramServiceRevenueAmt |
| PY Investment Income | $261 | PYInvestmentIncomeAmt |
| CY Investment Income | $616 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,569 | PYOtherRevenueAmt |
| CY Other Revenue | $127,120 | CYOtherRevenueAmt |
| PY Total Revenue | $2,928,576 | PYTotalRevenueAmt |
| CY Total Revenue | $2,657,059 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $748,740 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $66,658 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,167,166 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,714,762 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $139,886 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $484,574 | PYOtherExpensesAmt |
| CY Other Expenses | $1,033,898 | CYOtherExpensesAmt |
| PY Total Expenses | $2,400,480 | PYTotalExpensesAmt |
| CY Total Expenses | $2,815,318 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $528,096 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$158,259 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,144,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $979,515 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $84,456 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $77,420 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,060,354 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $902,095 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Enriching lives through the power of music, presenting a diverse range of orchestral repertoire at the highest level of artistic excellence, and providing musical education opportunities for children and adults. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,163,834 | ExpenseAmt |
| Desc | After a year of COVID-19 restrictions on indoor performances, ESA opened its 2021/22 Season with a series of free outdoor symphonic concerts, held in parks in Eugene and Cottage Grove. These events engaged a total 5,500 people of all ages, providing attendees with much-needed opportunities to reconnect with the Symphony and with fellow community members through the shared enrichment of concertgoing. In September 2021, ESA welcomed audiences back to full orchestra concerts at the Hult Center for the first time since March 2020. Programming from September through December 2021 included works by Florence Price, Felix Mendelssohn, Brahms, Bartok, Mozart, and Tchaikovsky, and featured guest artists Michelle Cann (piano), Alexi Kenney (violin), Joyce Yang (piano), Paul Huang (violin), and Erina Yashima (conductor). A total 3,587 in-person patrons attended these four performances. For patrons who did not feel comfortable returning to the Silva Concert Hall, ESA recorded the September, October, and November 2021 Symphonic series concerts on video, making these concerts available for on-demand, delayed streaming. An additional 169 paying viewers accessed these performances online. ESA opened four Symphonic series dress rehearsals at the Hult Center to a limited paid audience, physically distancing attendees throughout the concert hall. ESA also made a limited number of seats available to student attendees at no cost. ESA devoted the second half of the 2021/22 season to major artistic initiatives that had been postponed due to the pandemic, including Amplify Eugene, which aimed to deepen audiences connection to classical music and to appeal to new patrons through concerts that celebrate Eugenes unique history, culture, and environment.In June 2022, ESA premiered the multimedia work PREFONTAINE as a single-ticket Special concert. Part of the Symphonys Amplify Eugene initiative, PREFONTAINE commemorates the life of the influential Olympic and NCAA runner, Coos Bay native, and University of Oregon alumnus Steve Prefontaine. Commissioned by ESA from composer David Schiff and writer Curtis Anderson, and developed with creative consultant Linda Prefontaine, the work blends Schiffs score with spoken-word components--performed by actors from Eugenes Oregon Contemporary Theatre--as well as with projected still imagery of Prefontaines upbringing and career. The concert was a highlight of community celebrations around the July 2022 World Athletics Championships held in Eugenewhich was the first time this prestigious international track and field event has taken place in the United States.Beyond the concert hall, ESA provided a number of music enrichment opportunities designed to strengthen community engagement with the Symphony. The 2020/2021 season programs included monthly Symphony Happy Hours at local bars/restaurants, hosted by Music Director and Conductor, Francesco Lecce-Chong, and which featured his insights on ESA programming; and SymphonyGO!, which offered pop-up chamber concerts in local and nontraditional music venues. Spring 2022 also marked the launch of ESAs new Vets Connect initiative. Aimed at engaging Lane County veterans, active military, and their families, the program leverages cultural offerings to support veterans in connecting with each other, reintegrating with their families and the community at large, pursuing new interests, and/or deepening longstanding enthusiasm in music. In addition to increasing the number of free ESA tickets designated for veterans, the program includes invitations to ESA dress rehearsals, a backstage tour of the Hult Center, and informal pre-concert gatherings at an accessible community venue close to the Hult Center. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESA strives to foster an appreciation of classical music among people of all ages and backgrounds. Through its Education and Community Engagement (EdCE) Program, ESA annually extends quality opportunities for music education, participation, and enrichment to youth, adults, and seniors throughout the Willamette Valley. As a professional orchestra residing within a particularly active music community, ESA also strives to mentor regional musicians at every stage of their musical development and to serve as an incubator for the next generation of classical music talent. To this end, ESA regularly collaborates with area music programs--including the University of Oregon (UO) School of Music and Dance, community-based youth orchestras, and numerous middle- and high-school ensembles--to provide ongoing artistic development opportunities for pre-professional and aspiring musicians. Through remote and in-person activities, ESAs 2021/22 EdCE programs have served 6,241 community members of all ages to date, and have extended participation to residents in six counties (Lane, Benton, Douglas, Clackamas, Marion, and Multnomah). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,163,834 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 154 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer Clark | PersonNm |
| Phone | 5416879487 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W 8th 115 | AddressLine1Txt |
| City | Eugene | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Scott Freck | |||||||
| Executive Dir. | 40.00 | 0.00 | Yes (X) | $145,598 | $0 | $6,839 | |
| Deborah Carver | |||||||
| President | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Arden Olson | |||||||
| Vice President | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Matthew McLaughlin | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Zachary Blalack | |||||||
| Treasurer | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Warren Barnes | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Harriet Cherry | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Marc Carlson | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Dave Pottinger | |||||||
| Past President | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Henry Henniger | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Raymond Englander | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| John Holmes | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Dave Kammerer | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Sarah Maggio | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jane Eyre McDonald | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Trieber Meador | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Arden Olson | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Thomas Pettus-Czar | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jessica Blaine | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Paul Roth | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Doneka Scott | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Matthew Shapiro | |||||||
| Director | 3.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Pamela McClure-Johnston | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Ashley Jorgenson | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Andrew Stiltner | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Liz Tippett | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Michael Vergamini | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jack Viscardi | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jim Ruderman | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Sarah Viens | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Connie Wonham | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Karalyn Walker Sprung | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Piotrek Buciarski | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kam Chan | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Steve Robinson | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Sandra Weingarten | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $145,598 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $6,839 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $243,682 | RelatedOrganizationsAmt |
| All Other Contributions | $1,807,044 | AllOtherContributionsAmt |
| Noncash Contributions | $10,323 | NoncashContributionsAmt |
| Total Contributions | $2,050,726 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program Service Revenue | Desc |
| Total Revenue Column | $478,597 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $478,597 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $478,597 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $616 | TotalRevenueColumnAmt |
| Exclusion | $616 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Advertising | $15,241 | $15,241 | |
| Other Income | $111,879 | $111,879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $127,120 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,657,059 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $590,476 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $15,241 | UnrelatedBusinessRevenueAmt |
| Exclusion | $616 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,658 | TotalAmt |
| Program Services | $66,658 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,407 | TotalAmt |
| Management And General | $144,407 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,371,362 | TotalAmt |
| Program Services | $1,136,837 | ProgramServicesAmt |
| Management And General | $142,171 | ManagementAndGeneralAmt |
| Fundraising | $92,354 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,876 | TotalAmt |
| Program Services | $82,331 | ProgramServicesAmt |
| Management And General | $545 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,117 | TotalAmt |
| Program Services | $87,158 | ProgramServicesAmt |
| Management And General | $28,959 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,031 | TotalAmt |
| Management And General | $17,031 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,850 | TotalAmt |
| Management And General | $20,850 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,756 | TotalAmt |
| Program Services | $22,756 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,909 | TotalAmt |
| Program Services | $144,909 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,062 | TotalAmt |
| Program Services | $4,414 | ProgramServicesAmt |
| Management And General | $11,820 | ManagementAndGeneralAmt |
| Fundraising | $1,828 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,280 | TotalAmt |
| Program Services | $219,364 | ProgramServicesAmt |
| Management And General | $54,916 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,573 | TotalAmt |
| Management And General | $10,573 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243 | TotalAmt |
| Fundraising | $243 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,043 | TotalAmt |
| Program Services | $122 | ProgramServicesAmt |
| Management And General | $6,921 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,472 | TotalAmt |
| Program Services | $1,022 | ProgramServicesAmt |
| Management And General | $12,450 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Guest Conductors & Artists | $175,274 | $175,274 | ||
| Other Production Costs | $136,014 | $136,014 | ||
| Miscellaneous | $78,941 | $9,298 | $24,182 | $45,461 |
| Magazine Production Expenses | $33,891 | $33,891 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,559 | TotalAmt |
| Program Services | $43,786 | ProgramServicesAmt |
| Management And General | $36,773 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,815,318 | TotalAmt |
| Program Services | $2,163,834 | ProgramServicesAmt |
| Management And General | $511,598 | ManagementAndGeneralAmt |
| Fundraising | $139,886 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,498 | BOYAmt |
| EOY | $15,490 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $576,302 | BOYAmt |
| EOY | $709,458 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,594 | BOYAmt |
| EOY | $134,550 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,312 | BOYAmt |
| EOY | $40,268 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,587 | BOYAmt |
| EOY | $32,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $307,441 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $288,956 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,337 | BOYAmt |
| EOY | $18,485 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,590 | BOYAmt |
| EOY | $971 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,590 | BOYAmt |
| EOY | $27,590 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,144,810 | BOYAmt |
| EOY | $979,515 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,456 | BOYAmt |
| EOY | $77,420 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,456 | BOYAmt |
| EOY | $77,420 | 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 | $655,063 | BOYAmt |
| EOY | $782,895 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,291 | BOYAmt |
| EOY | $119,200 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,060,354 | BOYAmt |
| EOY | $902,095 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,144,810 | BOYAmt |
| EOY | $979,515 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$158,259 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,535,648 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,203,158 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,180,511 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,913,599 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,050,726 | CurrentTaxYearAmt |
| Total | $9,883,642 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,027,456 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,006,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $866,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,091 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $590,476 | CurrentTaxYearAmt |
| Total | $3,503,165 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,563,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,210,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,046,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,925,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,641,202 | CurrentTaxYearAmt |
| Total | $13,386,807 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,008 | CurrentTaxYearMinus2YearsAmt |
| Total | $76,017 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $213,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,673 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $388,294 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $111,492 | CurrentTaxYearAmt |
| Total | $840,705 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $249,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $118,873 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,042 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $388,294 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $111,492 | CurrentTaxYearAmt |
| Total | $916,722 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $12,470,085 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $840 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $616 | CurrentTaxYearAmt |
| Total | $3,330 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $840 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $616 | CurrentTaxYearAmt |
| Total | $3,330 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,563,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,210,899 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,048,306 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,926,010 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,641,818 | CurrentTaxYearAmt |
| Total | $13,390,137 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93130 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92970 | PublicSupportPY509Pct |
| Investment Income CY | 0.00020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,894 | InvestmentCostOrOtherBasisAmt |
| Book Value | $1,894 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $305,547 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $288,956 | DepreciationAmt |
| Book Value | $16,591 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,485 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,672,243 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $16,064 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$880 | OtherRevenueAmt |
| Revenue Not Reported | $15,184 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,657,059 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,657,059 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,830,502 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $16,064 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$880 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $15,184 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,815,318 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,815,318 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | The Symphony and the Foundation are exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. However, the Organization is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. The Symphony and the Foundation are not private foundations.The Organization evaluates its tax posotions for any uncertainties based on the technical merits of the positions taken. Management has evaluated the Organization's tax positions and concluded that there are no uncertain tax positions that require adjustment to the consolidated financial statements. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eugene Symphony Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W 8th Ave Ste 115 | AddressLine1Txt |
| City | Eugene | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 871426618 | RecipientEIN |
| Cash Grant | $66,658 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | Program Support | 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) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Scott Freck | PersonNm |
| Title | Executive Dir. | TitleTxt |
| Base Compensation Filing Org | $145,598 | BaseCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $6,839 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $152,437 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | The 990 is reviewed by the treasurer & finance committee and the board votes to accept it. It is then available to anyone upon request. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Board members and staff are asked to sign a conflict of interest policy annually and agree to self-report any conflicts that may arise during the year. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | Compensation for top management officials and other officers or key employees is reviewed by the board annually and based on the national average obtained through annual data provided by the league of american orchestras. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Compensation for top management officials and other officers or key employees is based on the national average obtained through data provided by the league of american orchestras. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Documents are available upon request at the Eugene Symphony Business Office, in the Finance Department. |
| Form 990, Part I, Line 6 | Volunteers assist in ushering at youth concerts, help with office projects, and serve on the Organization's board of directors. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eugene Symphony Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W 8th Ave Suite 115 | AddressLine1Txt |
| City | Eugene | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871426618 | EIN |
| Primary Activities | Support | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Eugene Symphony Foundation | ||
| b | $66,658 | FMV of contrib |
| Eugene Symphony Foundation | ||
| c | $243,682 | FMV of contrib |
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