OREGON SYMPHONY ASSOCIATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OREGON SYMPHONY ASSOCIATION (EIN 93-0446527)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202511359349314821
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T16:35:26-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930900579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 SW SALMON ST STE 1100 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930446527 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SYMPHONY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OREG | BusinessNameControlTxt |
| Phone | 5032284294 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 SW 6TH AVE 385 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972041339 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG JOHNSON | PersonNm |
| Person Title | VP & CFO | PersonTitleTxt |
| Phone | 5032284294 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANG AHN | PreparerPersonNm |
| PTIN | P00540880 | PTIN |
| Phone | 5032270581 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ISAAC THOMPSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 SW 6TH AVE 385 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972041339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,802,974 | 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 | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 407 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,913,809 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,478,617 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,760,304 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,232,642 | CYProgramServiceRevenueAmt |
| PY Investment Income | $209,610 | PYInvestmentIncomeAmt |
| CY Investment Income | $575,122 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,470 | PYOtherRevenueAmt |
| CY Other Revenue | $26,145 | CYOtherRevenueAmt |
| PY Total Revenue | $16,899,193 | PYTotalRevenueAmt |
| CY Total Revenue | $26,312,526 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,495,336 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,959,327 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,805,853 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,353,953 | PYOtherExpensesAmt |
| CY Other Expenses | $9,021,320 | CYOtherExpensesAmt |
| PY Total Expenses | $21,859,289 | PYTotalExpensesAmt |
| CY Total Expenses | $22,990,647 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,960,096 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,321,879 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,268,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,849,610 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,093,084 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,073,329 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,175,293 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,776,281 | 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 | $19,320,389 | ExpenseAmt |
| Grant | $10,000 | GrantAmt |
| Revenue | $10,232,642 | RevenueAmt |
| Desc | THE 2023/24 OREGON SYMPHONY SEASON SHOWCASED OUR COMMITMENT TO ARTISTIC EXCELLENCE WITH POWERFUL PERFORMANCES THAT HIGHLIGHTED RESILIENCE AND OVERCOMING ADVERSITY. FROM MOZART'S REQUIEM TO BEETHOVEN'S FIFTH SYMPHONY, OUR CLASSICAL SERIES FEATURED WORKS BORN FROM STRUGGLE, INCLUDING SCHUMANN'S SECOND SYMPHONY AND DVORAK'S SEVENTH SYMPHONY. WE SPOTLIGHTED COMPOSERS WHO TRIUMPHED OVER OBSTACLES, SUCH AS WILLIAM GRANT STILL, LOUISE FARRENC, AND JULIA PERRY. WE WELCOMED GUEST SOLOISTS LIKE GIL SHAHAM, WHO PERFORMED TCHAIKOVSKY'S VIOLIN CONCERTO, LATVIAN CONDUCTOR KRISTIINA POSKA, AND SUPERSTAR CELLIST YO-YO MA. AND OUR SEASON CONCLUDED WITH A SPIRITED PERFORMANCE OF BRAHMS' FIRST SYMPHONY UNDER THE DIRECTION OF JEAN VOLLUM MUSIC DIRECTOR DAVID DANZMAYR, A MASTERPIECE THAT TOOK THE COMPOSER TWENTY-ONE YEARS TO WRITE. WE ALSO MADE SPACE FOR CONTEMPORARY VOICES, WITH A THIRD OF OUR PROGRAMMING DEDICATED TO NEW MUSIC. WE PRESENTED THE WORLD PREMIERE OF DI MI TIERRA BY GIANCARLO CASTRO D'ADDONA AND THE WEST COAST PREMIERE OF SCULPTURES BY COMPOSER-IN-RESIDENCE ANDY AKIHO, ALONGSIDE WORKS BY GABRIELLA SMITH AND JAMES B. WILSON. OUR EFFORTS TO DIVERSIFY PROGRAMMING INCLUDED PERFORMANCES INSPIRED BY GLOBAL SOUNDS, FROM SIMONE PORTER'S TANGO-INFUSED FOUR SEASONS OF BUENOS AIRES TO HECTOR VILLA-LOBOS' BRAZILIAN DANCE CONCERTO. OUR POPS CONCERTS, LED BY JEFF TYZIK, CELEBRATED GEORGE GERSHWIN'S 125TH ANNIVERSARY AND FEATURED PERFORMANCES BY YOUNG PIANIST RAY USHIKUBO AND VOCALIST STORM LARGE. THE NEW MUSIC SERIES OPEN MUSIC ALSO SAW SIGNIFICANT GROWTH, DOUBLING IN ATTENDANCE, AND INCLUDED UNIQUE PERFORMANCES SUCH AS CURTIS STEWART'S OF LOVE AND A JOHN CAGE PIECE PERFORMED ON UNCONVENTIONAL INSTRUMENTS. THESE PROGRAMS UNDERSCORED OUR DEDICATION TO ARTISTIC INNOVATION AND EXCELLENCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IN THE 2023/24 SEASON, OUR EDUCATION & COMMUNITY ENGAGEMENT DEPARTMENT FOCUSED ON EXPANDING ACCESS TO MUSIC EDUCATION AND FOSTERING COMMUNITY CONNECTIONS. WE HELD 143 FREE PERFORMANCES, PRIVATE LESSONS, AND HANDS-ON ACTIVITIES FOR MORE THAN 30,000 PEOPLE WITHOUT ACCESS TO THE ARTS, WITH PROGRAMS OFFERED THROUGHOUT PORTLAND, NW OREGON, AND SW WASHINGTON. EXAMPLES OF OUR EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS INCLUDE THE FOLLOWING PROGRAMS. OUR ANNUAL FREE CELEBRATION CONCERT REACHED OVER 1,000 ATTENDEES, SPOTLIGHTING YOUTH MUSICIANS AND YOUNG COMPOSERS. THE CONCERT ALSO FEATURED AN ONGOING PARTNERSHIP WITH HOUSING ORGANIZATION PATH HOME, WHICH OFFERS EMOTIONAL SUPPORT TO FAMILIES EXPERIENCING HOMELESSNESS BY INVITING PARENTS TO COMPOSE AND PERFORM ORIGINAL LULLABIES. OUR ARTIST-IN-RESIDENCE PROGRAM INCLUDED PERFORMANCES AT SCHOOLS AND COMMUNITY CENTERS, INCLUDING A MEMORY CARE FACILITY AND DEVELOPMENTAL DAY CENTERS. WE HELD 55 FREE COMMUNITY EVENTS, INCLUDING PERFORMANCES BY GUEST ARTISTS AND OUR OWN SYMPHONY MUSICIANS. YOUTH EDUCATION PROGRAMS REACHED THOUSANDS THROUGH INITIATIVES SUCH AS SYMPHONY STORYTIME, KINDERKONZERTS, YOUNG PEOPLE'S CONCERTS, AND LINK UP. THESE PROGRAMS SERVED NEARLY 20,000 STUDENTS IN-PERSON (AN ADDITIONAL 112,000+ DIGITALLY), WITH A FOCUS ON CHILDREN IN UNDERSERVED COMMUNITIES AND TITLE I SCHOOLS. 715 STUDENTS RECEIVED PERSONALIZED COACHING AND LESSONS ACROSS THE REGION, ENHANCING THEIR MUSIC SKILLS AND DEEPENING THEIR APPRECIATION FOR THE ART FORM. AND AROUND 800 YOUNG MUSICIANS WERE INVITED TO PERFORM IN THE LOBBY OF THE ARLENE SCHNITZER CONCERT HALL AS PART OF OUR PRELUDE PERFORMANCES SERIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE OREGON SYMPHONY HAS MADE SIGNIFICANT STRIDES IN ADAPTING TO CHANGING AUDIENCE PREFERENCES, RESULTING IN EXCITING GROWTH AND SUCCESS IN EXPANDING AUDIENCES. NOTABLY, WE'VE SUCCESSFULLY EXPANDED OUR REACH BEYOND OUR CORE CLASSICAL MUSIC AUDIENCE BY OFFERING DIVERSE CONCERTS THAT APPEAL TO NEW PATRONS. MORE THAN 21,000 FIRST-TIME TICKET BUYERS ATTENDED PERFORMANCES IN THE 23/24 SEASON, WHICH VARIOUSLY FEATURED FILM SCORES, CLASSIC ROCK, GOSPEL, BROADWAY, AND HIP HOP. HIGHLIGHTS INCLUDED A SOLD-OUT TRIBUTE TO THE MUSIC OF PINK FLOYD, AND HEROES: A VIDEO GAME SYMPHONY, WHICH DROVE A 21% INCREASE IN TICKET SALES THROUGH TARGETED SOCIAL MEDIA CAMPAIGNS. WE EMBRACED INNOVATIVE MARKETING STRATEGIES TO ENGAGE WITH NEW AUDIENCES, INCLUDING DYNAMIC VIDEO ADS ON PLATFORMS LIKE INSTAGRAM AND TIKTOK, WHICH GENERATED OVER 320,000 VIEWS AND LED TO THOUSANDS OF SINGLE TICKET SALES. COLLABORATIVE EFFORTS WITH GUEST ARTISTS, SUCH AS EXCLUSIVE PROMOTIONAL MATERIALS WITH DRUM TAO AND PRESS COVERAGE FOR THE MUSIC CRITIC FEATURING JOHN MALKOVICH, FURTHER FUELED OUR VISIBILITY AND SUCCESS. THESE INITIATIVES HELPED US CLOSE THE 2023/24 SEASON WITH 162,211 TOTAL TICKET SALES A SOLID 46% INCREASE IN SALES FOR OUR SPECIALS AND A STRONG RECOVERY IN OUR POPS SERIES, WHICH RETURNED TO PRE-PANDEMIC CAPACITY. OVERALL, THESE EFFORTS HAVE NOT ONLY INCREASED BRAND RECOGNITION BUT HAVE LAID A STRONG FOUNDATION FOR THE FUTURE, ENSURING THE SYMPHONY'S CONTINUED GROWTH AND SUCCESS AS A LEADING INNOVATOR IN THE ARTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,320,389 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | 118 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 407 | 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 | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | 0 | 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 | CRAIG JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5034166336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 SW 6TH AVE STE 385 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972041339 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 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 |
|---|---|---|---|---|---|---|---|---|
| ALICIA DIDONATO PAULSEN | ||||||||
| MUSICIAN DIRECTOR | 35.00 | Yes (X) | $73,498 | $0 | $20,490 | |||
| SERGIO CARRENO | ||||||||
| MUSICIAN DIRECTOR | 35.00 | Yes (X) | $81,912 | $0 | $14,747 | |||
| JON GREENEY | ||||||||
| MUSICIAN DIRECTOR | 35.00 | Yes (X) | $92,054 | $0 | $20,490 | |||
| DAN DRINKWARD | ||||||||
| CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| COURTNEY ANGELI | ||||||||
| VICE CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBERT HALEY | ||||||||
| TREASURER | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| EVE CALLAHAN | ||||||||
| SECRETARY | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BILL EARLY | ||||||||
| LIFETIME DIRECTOR THROUGH 01/2024 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| BONNIE REAGAN | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CAMERON HUNT | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CHABRE VICKERS | ||||||||
| DIRECTOR THROUGH 08/2023 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CLIFF DEVENEY | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN RASAY | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| DERALD WALKER | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| EMILY KARR | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD HULSMAN | ||||||||
| LIFETIME DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| GERRI KARETSKY | ||||||||
| DIRECTOR THROUGH 12/2023 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| GRADY JURRENS | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| IDA RAE CAHANA | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| J CLAYTON HERING | ||||||||
| LIFETIME DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK WILBORN | ||||||||
| LIFETIME DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET BLOUNT | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON MATUSOW | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF HEATHERINGTON | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY HUMMELT | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| KAIZAD MISTRY | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| KRIS KERN | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LAUREN FOX | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK WILLIAMS | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT EDLEN | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELE MASS | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE WEISENBACH | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MJ STEEN | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK CLARK | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK STONE | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PEGGY MILLER | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PRISCILLA LONGFIELD | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RENEE HOLZMAN | ||||||||
| LIFETIME DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RICK HINKES | ||||||||
| DIRECTOR THROUGH 12/2023 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT HARRISON | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBYN GASTINEAU | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSCOE NELSON | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SHANNON RIGGS | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS LAUDERDALE | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| TIGE HARRIS | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| WALT WEYLER | ||||||||
| LIFETIME DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT SHOWALTER | ||||||||
| FORMER PRESIDENT/CEO THROUGH 10/2023 | 58.00 | $424,042 | $0 | $24,432 | Yes (X) | 2.00 | ||
| JANICE ROMANO | ||||||||
| VP FINANCE THROUGH 05/2024 | 43.00 | $142,366 | $0 | $21,773 | Yes (X) | 2.00 | ||
| ISAAC THOMPSON | ||||||||
| PRESIDENT/CEO | 58.00 | $139,564 | $0 | $6,179 | Yes (X) | 2.00 | ||
| DAVID DANZMAYR | ||||||||
| MUSIC DIRECTOR | 40.00 | $306,750 | $0 | $33,351 | Yes (X) | |||
| SARAH KWAK | ||||||||
| CONCERTMASTER | 35.00 | $201,662 | $0 | $7,761 | Yes (X) | |||
| RUSSELL KELBAN | ||||||||
| VP MARKETING & STRATEGIC ENGAGEMENT | 45.00 | $176,996 | $0 | $21,736 | Yes (X) | |||
| HILARY BLAKEMORE | ||||||||
| VP DEVELOPMENT | 45.00 | $155,343 | $0 | $16,940 | Yes (X) | |||
| STEVE WENIG | ||||||||
| VP & GM | 40.00 | $138,519 | $0 | $27,326 | 5.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,932,706 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $215,225 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PORTLAND' 5 CENTERS FOR THE ARTS MERC U | |||||
| PO BOX 5000 | PORTLAND | OR | 97208 | ARLENE SCHNITZER CONCERT HALL | $1,941,640 |
| CAPACITY INTERACTIVE CONSULTING LLC | |||||
| PO BOX 50019 | NEWARK | NJ | 07101 | ADVERTISING | $366,433 |
| DOCUMART COPIES & PRINTING | |||||
| 3310 NW YEON | PORTLAND | OR | 97210 | PRINTING COMPANY | $285,580 |
| OPUS 3 ARTISTS LLC | |||||
| 470 PARK AVE SOUTH 9TH FLOOR N | NEW YORK | NY | 10016 | ARTIST MANAGEMENT | $255,419 |
| IMG ARTISTS LLC | |||||
| 7 WEST 54TH ST | NEW YORK | NY | 10019 | ARTIST MANAGEMENT | $166,242 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,480,297 | FundraisingAmt |
| Government Grants | $1,271,147 | GovernmentGrantsAmt |
| All Other Contributions | $12,727,173 | AllOtherContributionsAmt |
| Noncash Contributions | $97,184 | NoncashContributionsAmt |
| Total Contributions | $15,478,617 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCERT TICKET & FEES | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $10,232,642 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,232,642 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,232,642 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $486,848 | TotalRevenueColumnAmt |
| Exclusion | $486,848 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,399,654 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,311,380 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $88,274 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,274 | TotalRevenueColumnAmt |
| Exclusion | $88,274 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $157,300 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,480,297 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $179,068 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$21,768 | TotalRevenueColumnAmt |
| Exclusion | -$21,768 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $47,913 | TotalRevenueColumnAmt |
| Exclusion | $47,913 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $47,913 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,312,526 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,232,642 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $601,267 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
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 | $1,060,731 | TotalAmt |
| Program Services | $683,923 | ProgramServicesAmt |
| Management And General | $288,426 | ManagementAndGeneralAmt |
| Fundraising | $88,382 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,601,117 | TotalAmt |
| Program Services | $8,191,594 | ProgramServicesAmt |
| Management And General | $770,883 | ManagementAndGeneralAmt |
| Fundraising | $638,640 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,986 | TotalAmt |
| Program Services | $377,017 | ProgramServicesAmt |
| Management And General | $13,448 | ManagementAndGeneralAmt |
| Fundraising | $31,521 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,863,896 | TotalAmt |
| Program Services | $1,710,704 | ProgramServicesAmt |
| Management And General | $43,245 | ManagementAndGeneralAmt |
| Fundraising | $109,947 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,011,597 | TotalAmt |
| Program Services | $867,550 | ProgramServicesAmt |
| Management And General | $72,866 | ManagementAndGeneralAmt |
| Fundraising | $71,181 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,152 | TotalAmt |
| Management And General | $52,152 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,356 | TotalAmt |
| Management And General | $30,356 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,461 | TotalAmt |
| Management And General | $79,461 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,438,527 | TotalAmt |
| Program Services | $3,018,212 | ProgramServicesAmt |
| Management And General | $135,895 | ManagementAndGeneralAmt |
| Fundraising | $284,420 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,089,379 | TotalAmt |
| Program Services | $981,802 | ProgramServicesAmt |
| Management And General | $767 | ManagementAndGeneralAmt |
| Fundraising | $106,810 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,332 | TotalAmt |
| Program Services | $298,159 | ProgramServicesAmt |
| Management And General | $28,689 | ManagementAndGeneralAmt |
| Fundraising | $170,484 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,090,707 | TotalAmt |
| Program Services | $943,640 | ProgramServicesAmt |
| Management And General | $55,414 | ManagementAndGeneralAmt |
| Fundraising | $91,653 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,386 | TotalAmt |
| Program Services | $32,698 | ProgramServicesAmt |
| Management And General | $36,289 | ManagementAndGeneralAmt |
| Fundraising | $56,399 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,190 | TotalAmt |
| Program Services | $92,076 | ProgramServicesAmt |
| Management And General | $69,057 | ManagementAndGeneralAmt |
| Fundraising | $69,057 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,339 | TotalAmt |
| Management And General | $23,339 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PERFORMANCE EXPENSE | $1,507,975 | $1,507,416 | $559 | |
| EQUIPMENT & MAINTENANC | $588,376 | $530,646 | $18,472 | $39,258 |
| DUES & SUBSCRIPTIONS | $93,196 | $37,142 | $12,805 | $43,249 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,944 | TotalAmt |
| Program Services | $37,810 | ProgramServicesAmt |
| Management And General | $81,611 | ManagementAndGeneralAmt |
| Fundraising | $55,523 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,990,647 | TotalAmt |
| Program Services | $19,320,389 | ProgramServicesAmt |
| Management And General | $1,864,405 | ManagementAndGeneralAmt |
| Fundraising | $1,805,853 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,065,278 | BOYAmt |
| EOY | $2,960,603 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,408,366 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,765,711 | BOYAmt |
| EOY | $6,772,628 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,834,254 | BOYAmt |
| EOY | $81,958 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,698 | BOYAmt |
| EOY | $294,679 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,489,755 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,369,897 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,021,910 | BOYAmt |
| EOY | $1,119,858 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,275,458 | BOYAmt |
| EOY | $90,683 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $743,631 | BOYAmt |
| EOY | $14,567,387 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,437 | BOYAmt |
| EOY | $2,553,448 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,268,377 | BOYAmt |
| EOY | $31,849,610 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,243,132 | BOYAmt |
| EOY | $1,062,578 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,657,684 | BOYAmt |
| EOY | $3,414,859 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,268 | BOYAmt |
| EOY | $2,595,892 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,093,084 | BOYAmt |
| EOY | $7,073,329 | 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 | $6,301,739 | BOYAmt |
| EOY | $5,481,888 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,873,554 | BOYAmt |
| EOY | $19,294,393 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,175,293 | BOYAmt |
| EOY | $24,776,281 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,268,377 | BOYAmt |
| EOY | $31,849,610 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,321,879 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,279,109 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,446,767 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,053,221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,670,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,913,809 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,478,617 | CurrentTaxYearAmt |
| Total | $59,563,408 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,446,767 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,053,221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,670,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,913,809 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,478,617 | CurrentTaxYearAmt |
| Total | $59,563,408 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,143,803 | SubstantialContributorsTotAmt |
| Public Support Total170 | $52,419,605 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $148,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,778 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $195,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $255,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $486,848 | CurrentTaxYearAmt |
| Total | $1,150,863 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,865 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,913 | CurrentTaxYearAmt |
| Total | $318,702 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $61,032,973 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $34,887,755 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86970 | 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 | $16,091,731 | BeginningYearBalanceAmt |
| Contributions | $17,195 | ContributionsAmt |
| Investment Earnings Or Losses | $1,546,875 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $784,817 | OtherExpendituresAmt |
| End Year Balance | $16,870,984 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,599,802 | BeginningYearBalanceAmt |
| Contributions | $359,496 | ContributionsAmt |
| Investment Earnings Or Losses | $872,619 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $740,186 | OtherExpendituresAmt |
| End Year Balance | $16,091,731 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18190 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59290 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22520 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $266,981 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,975 | DepreciationAmt |
| Book Value | $256,006 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $957,143 | OtherCostOrOtherBasisAmt |
| Depreciation | $560,467 | DepreciationAmt |
| Book Value | $396,676 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,265,631 | OtherCostOrOtherBasisAmt |
| Depreciation | $798,455 | DepreciationAmt |
| Book Value | $467,176 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,119,858 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INSURANCE POLICIES | $765,731 | F |
| BENEFICIAL INTEREST IN ASSETS HELD BY OCF | $13,801,656 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,567,387 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE RIGHT-OF-USE ASSETS | Desc |
| Book Value | $2,553,448 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,553,448 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITY | $10,096 |
| OPERATING LEASE LIABILITIES | $2,585,796 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,595,892 | 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 | $1,610,284 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,452,984 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $157,300 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $18,286 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $120,236 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,600 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,373 | OtherDirectExpensesEvent1Amt |
| Event2 | FALL GALA | Event2Nm |
| Gross Receipts Event2 | $27,313 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $27,313 | CharitableContriEvent2Amt |
| Rent Facility Costs Event2 | $2,460 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $30,205 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $908 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $1,637,597 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,480,297 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $157,300 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $20,746 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $150,441 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,600 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,281 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $179,068 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$21,768 | 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 | FEAR NO MUSIC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1262 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 931122115 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | 2024 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 (7 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 | ||||||||||||||
| FORMER PRESIDENT/CEO THROUGH 10/2023 | $324,042 | $0 | $100,000 | $0 | $0 | $0 | $16,500 | $0 | $7,932 | $0 | $448,474 | $0 | $0 | $0 |
| DAVID DANZMAYR | ||||||||||||||
| MUSIC DIRECTOR | $306,750 | $0 | $0 | $0 | $0 | $0 | $15,125 | $0 | $18,226 | $0 | $340,101 | $0 | $0 | $0 |
| SARAH KWAK | ||||||||||||||
| CONCERTMASTER | $201,662 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,761 | $0 | $209,423 | $0 | $0 | $0 |
| RUSSELL KELBAN | ||||||||||||||
| VP MARKETING & STRATEGIC ENGAGEMENT | $176,996 | $0 | $0 | $0 | $0 | $0 | $8,736 | $0 | $13,000 | $0 | $198,732 | $0 | $0 | $0 |
| HILARY BLAKEMORE | ||||||||||||||
| VP DEVELOPMENT | $155,343 | $0 | $0 | $0 | $0 | $0 | $7,348 | $0 | $9,592 | $0 | $172,283 | $0 | $0 | $0 |
| STEVE WENIG | ||||||||||||||
| VP & GM | $138,519 | $0 | $0 | $0 | $0 | $0 | $6,837 | $0 | $20,489 | $0 | $165,845 | $0 | $0 | $0 |
| JANICE ROMANO | ||||||||||||||
| VP FINANCE THROUGH 05/2024 | $142,366 | $0 | $0 | $0 | $0 | $0 | $7,027 | $0 | $14,746 | $0 | $164,139 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | A. SCOTT SHOWALTER, FORMER PRESIDENT & CEO. PAYMENT FOR BUSINESS USE OF HIS RESIDENCE FOR POST CONCERT RECEPTIONS AND DONOR DINNERS. THIS IS PAID AS TAXABLE COMPENSATION. B. ISAAC THOMPSON, PRESIDENT AND CEO. HOUSING ALLOWANCE PAID MONTHLY FOR BUSINESS USE OF HIS RESIDENCE FOR DONOR AND ARTIST ENGAGEMENTS. THIS IS PAID MONTHLY AS TAXABLE COMPENSATION. C. 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 FORMER CEO, SCOTT SHOWALTER WAS GIVEN A DISCRETIONARY BONUS OF $50K (ALLOWED FOR IN THE EMPLOYMENT CONTRACT) IN OCTOBER, 2023. AN ADDITIONAL BONUS OF $50K WAS ACCRUED IN JUNE 2023 AND PAID IN SEPTEMBER 2023. THE CURRENT CEO, ISAAC THOMPSON, WAS GIVEN A DISCRETIONARY BONUS OF $50K (ALLOWED FOR IN THE EMPLOYMENT CONTRACT) IN AUGUST 2023. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS LAUDERDALE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $115,000 | TransactionAmt |
| Transaction | PERFORMANCE WITH THE OREGON SYMPHONY BY LAUDERDALE'S BAND PINK MARTINI | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FOOD & BEVERAGE | 14 | $52,729 | PURCHASE PRICE |
| Yes (X) | OFFICE FURNITURE | 1 | $27,350 | PURCHASE PRICE |
| Yes (X) | EVENT ITEMS | 3 | $16,505 | PURCHASE PRICE |
| Yes (X) | UPLIGHTS | 3 | $600 | PURCHASE PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | EACH SEPARATE DONATION BY AN ORGANIZATION (SUCH AS "3 CASES OF WINE FOR OPENING NIGHT") COUNTED AS ONE DONATION. IF AN ORGANIZATION MADE DONATIONS ON SEPARATE DATES, EACH DATE COUNTED AS A SEPARATE DONATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 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 A, LINE 4 | THE BYLAWS WERE AMENDED TO UPDATE THE DESCRIPTION OF THE ROLE OF TREASURER TO MATCH CURRENT PRACTICES AND REMOVE POTENTIAL CONFLICT OF INTEREST. |
| 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. WE DO NOT INCLUDE DONOR NAME & ADDRESSES IN MATERIAL SENT TO THE BOARD. |
| 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 IX, LINE 11G | GUEST ARTISTS : PROGRAM SERVICE EXPENSES 2,210,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,210,800. GUEST CONDUCTORS : PROGRAM SERVICE EXPENSES 265,083. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 265,083. SUBCONTRACTOR SERVICES : PROGRAM SERVICE EXPENSES 127,568. MANAGEMENT AND GENERAL EXPENSES 126,741. FUNDRAISING EXPENSES 66,563. TOTAL EXPENSES 320,872. MARKETING : PROGRAM SERVICE EXPENSES 62,460. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 11,897. TOTAL EXPENSES 74,357. PUBLIC RELATIONS : PROGRAM SERVICE EXPENSES 89,774. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 17,100. TOTAL EXPENSES 106,874. OTHER PROFESSIONAL SERVICES : PROGRAM SERVICE EXPENSES 262,527. MANAGEMENT AND GENERAL EXPENSES 9,154. FUNDRAISING EXPENSES 188,860. TOTAL EXPENSES 460,541. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| OREGON SYMPHONY FOUNDATION | ||||||||||
| 851 SW 6TH AVE STE 385 | PORTLAND | OR | 97204 | 931225609 | SUPPORT OF THE OREGON SYMPHONY ASSOCIATION | OR | 501(C)(3) | LINE 12A, I | OREGON SYMPHONY ASSOCIATION | Yes (1) |
| OREGON SYMPHONY ASSOCIATION IN SALEM | ||||||||||
| 851 SW 6TH AVE STE 385 | PORTLAND | OR | 97204 | 936031819 | BRING SYMPHONIC MUSIC AND THE OREGON SYMPHONY TO SALEM | OR | 501(C)(3) | LINE 10 | OREGON SYMPHONY ASSOCIATION | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SYMPHONY ASSOCIATION IN SALEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $252,000 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments