2025-05-15T16:35:26-05:00 2024-06-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2023-07-01 930446527 OREGON SYMPHONY ASSOCIATION OREG 5032284294 851 SW 6TH AVE 385 PORTLAND OR 972041339 CRAIG JOHNSON VP & CFO 5032284294 2025-05-14 1 1 SANG AHN P00540880 5032270581 2023 2025-03-06 01:10:19Z ISAAC THOMPSON 851 SW 6TH AVE 385 PORTLAND OR 972041339 28802974 0 X WWW.ORSYMPHONY.ORG X 1896 OR THE OREGON SYMPHONY INSPIRES AUDIENCES AND BUILDS COMMUNITY BY CREATING OUTSTANDING MUSICAL EXPERIENCES. 43 39 407 120 0 0 7913809 15478617 8760304 10232642 209610 575122 15470 26145 16899193 26312526 10000 10000 0 0 13495336 13959327 0 0 1805853 8353953 9021320 21859289 22990647 -4960096 3321879 25268377 31849610 5093084 7073329 20175293 24776281 X THE OREGON SYMPHONY IS DEDICATED TO MOVING MUSIC FORWARD. OUR VISION IS BOLD AND ADVENTUROUS: TO INSPIRE AUDIENCES WITH EXHILARATING PERFORMANCES, PRESENT THE BEST MUSICIANS IN A WIDE RANGE OF STYLES, EXPLORE NEW ART FORMS, SHINE LIGHT ON CONTEMPORARY ISSUES AND BUILD A STRONGER COMMUNITY. 0 0 19320389 10000 10232642 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. 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. 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. 19320389 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 1 118 0 407 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 43 39 1 1 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 OR X X X CRAIG JOHNSON 5034166336 851 SW 6TH AVE STE 385 PORTLAND OR 972041339 ALICIA DIDONATO PAULSEN MUSICIAN DIRECTOR 35.00 X 73498 0 20490 SERGIO CARRENO MUSICIAN DIRECTOR 35.00 X 81912 0 14747 JON GREENEY MUSICIAN DIRECTOR 35.00 X 92054 0 20490 DAN DRINKWARD CHAIR 10.00 X X 0 0 0 COURTNEY ANGELI VICE CHAIR 10.00 X X 0 0 0 ROBERT HALEY TREASURER 10.00 X X 0 0 0 EVE CALLAHAN SECRETARY 10.00 X X 0 0 0 BILL EARLY LIFETIME DIRECTOR THROUGH 01/2024 3.00 X 0 0 0 BONNIE REAGAN DIRECTOR 3.00 X 0 0 0 CAMERON HUNT DIRECTOR 3.00 X 0 0 0 CHABRE VICKERS DIRECTOR THROUGH 08/2023 3.00 X 0 0 0 CLIFF DEVENEY DIRECTOR 3.00 X 0 0 0 DAN RASAY DIRECTOR 3.00 X 0 0 0 DERALD WALKER DIRECTOR 3.00 X 0 0 0 EMILY KARR DIRECTOR 3.00 X 0 0 0 GERALD HULSMAN LIFETIME DIRECTOR 3.00 X 0 0 0 GERRI KARETSKY DIRECTOR THROUGH 12/2023 3.00 X 0 0 0 GRADY JURRENS DIRECTOR 3.00 X 0 0 0 IDA RAE CAHANA DIRECTOR 3.00 X 0 0 0 J CLAYTON HERING LIFETIME DIRECTOR 3.00 X 0 0 0 JACK WILBORN LIFETIME DIRECTOR 3.00 X 0 0 0 JANET BLOUNT DIRECTOR 3.00 X 0 0 0 JASON MATUSOW DIRECTOR 3.00 X 0 0 0 JEFF HEATHERINGTON DIRECTOR 3.00 X 0 0 0 JUDY HUMMELT DIRECTOR 3.00 X 0 0 0 KAIZAD MISTRY DIRECTOR 3.00 X 0 0 0 KRIS KERN DIRECTOR 3.00 X 0 0 0 LAUREN FOX DIRECTOR 3.00 X 0 0 0 MARK WILLIAMS DIRECTOR 3.00 X 0 0 0 MATT EDLEN DIRECTOR 3.00 X 0 0 0 MICHELE MASS DIRECTOR 3.00 X 0 0 0 MICHELLE WEISENBACH DIRECTOR 3.00 X 0 0 0 MJ STEEN DIRECTOR 3.00 X 0 0 0 PATRICK CLARK DIRECTOR 3.00 X 0 0 0 PATRICK STONE DIRECTOR 3.00 X 0 0 0 PEGGY MILLER DIRECTOR 3.00 X 0 0 0 PRISCILLA LONGFIELD DIRECTOR 3.00 X 0 0 0 RENEE HOLZMAN LIFETIME DIRECTOR 3.00 X 0 0 0 RICK HINKES DIRECTOR THROUGH 12/2023 3.00 X 0 0 0 ROBERT HARRISON DIRECTOR 3.00 X 0 0 0 ROBYN GASTINEAU DIRECTOR 3.00 X 0 0 0 ROSCOE NELSON DIRECTOR 3.00 X 0 0 0 SHANNON RIGGS DIRECTOR 3.00 X 0 0 0 THOMAS LAUDERDALE DIRECTOR 3.00 X 0 0 0 TIGE HARRIS DIRECTOR 3.00 X 0 0 0 WALT WEYLER LIFETIME DIRECTOR 3.00 X 0 0 0 SCOTT SHOWALTER FORMER PRESIDENT/CEO THROUGH 10/2023 58.00 2.00 X 424042 0 24432 JANICE ROMANO VP FINANCE THROUGH 05/2024 43.00 2.00 X 142366 0 21773 ISAAC THOMPSON PRESIDENT/CEO 58.00 2.00 X 139564 0 6179 DAVID DANZMAYR MUSIC DIRECTOR 40.00 X 306750 0 33351 SARAH KWAK CONCERTMASTER 35.00 X 201662 0 7761 RUSSELL KELBAN VP MARKETING & STRATEGIC ENGAGEMENT 45.00 X 176996 0 21736 HILARY BLAKEMORE VP DEVELOPMENT 45.00 X 155343 0 16940 STEVE WENIG VP & GM 40.00 5.00 X 138519 0 27326 1932706 0 215225 12 0 1 0 PORTLAND' 5 CENTERS FOR THE ARTS MERC U PO BOX 5000 PORTLAND OR 97208 ARLENE SCHNITZER CONCERT HALL 1941640 CAPACITY INTERACTIVE CONSULTING LLC PO BOX 50019 NEWARK NJ 07101 ADVERTISING 366433 DOCUMART COPIES & PRINTING 3310 NW YEON PORTLAND OR 97210 PRINTING COMPANY 285580 OPUS 3 ARTISTS LLC 470 PARK AVE SOUTH 9TH FLOOR N NEW YORK NY 10016 ARTIST MANAGEMENT 255419 IMG ARTISTS LLC 7 WEST 54TH ST NEW YORK NY 10019 ARTIST MANAGEMENT 166242 9 1480297 1271147 12727173 97184 15478617 CONCERT TICKET & FEES 711130 10232642 10232642 10232642 486848 486848 2399654 2311380 88274 88274 88274 157300 1480297 179068 -21768 -21768 OTHER INCOME 900099 47913 47913 47913 26312526 10232642 0 601267 X 10000 10000 1060731 683923 288426 88382 9601117 8191594 770883 638640 421986 377017 13448 31521 1863896 1710704 43245 109947 1011597 867550 72866 71181 52152 52152 30356 30356 79461 79461 3438527 3018212 135895 284420 1089379 981802 767 106810 497332 298159 28689 170484 1090707 943640 55414 91653 125386 32698 36289 56399 230190 92076 69057 69057 23339 23339 PERFORMANCE EXPENSE 1507975 1507416 559 EQUIPMENT & MAINTENANC 588376 530646 39258 18472 DUES & SUBSCRIPTIONS 93196 37142 43249 12805 174944 37810 81611 55523 22990647 19320389 1864405 1805853 1065278 2960603 3408366 1765711 6772628 1834254 81958 385698 294679 2489755 1369897 1021910 1119858 18275458 90683 743631 14567387 176437 2553448 25268377 31849610 1243132 1062578 3657684 3414859 192268 2595892 5093084 7073329 X 6301739 5481888 13873554 19294393 20175293 24776281 25268377 31849610 3321879 1279109 0 X X 0 1 X 1 0 X 6446767 13053221 16670994 7913809 15478617 59563408 6446767 13053221 16670994 7913809 15478617 59563408 7143803 52419605 148804 64778 195016 255417 486848 1150863 73579 102579 53865 40766 47913 318702 61032973 34887755 0.85890 0.86970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16091731 17195 1546875 784817 16870984 15599802 359496 872619 740186 16091731 17885630 2435 -1264920 1023343 15599802 10858263 3695895 4012340 680868 17885630 11527523 4315 -326 673249 10858263 0.18190 0.59290 0.22520 1 0 266981 10975 256006 957143 560467 396676 1265631 798455 467176 1119858 INSURANCE POLICIES 765731 F BENEFICIAL INTEREST IN ASSETS HELD BY OCF 13801656 F 14567387 OPERATING LEASE RIGHT-OF-USE ASSETS 2553448 2553448 CHARITABLE GIFT ANNUITY 10096 OPERATING LEASE LIABILITIES 2585796 2595892 X PART V, LINE 4: THE ORGANIZATION'S POLICY IS TO REALIZE A 6% DISTRIBUTION FROM THE ENDOWMENT FUNDS AVERAGE FAIR VALUE OVER THE PRIOR 13 QUARTERS THROUGH THE YEAR-END PRECEEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. DISTRIBUTIONS ARE USED TO FUND PROGRAMS IN THE AREAS FOR WHICH THE ENDOWMENTS WERE ESTABLISHED. PART X, LINE 2: THE ORGANIZATIONS FOLLOW THE PROVISIONS OF FASB ASC 740 TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. SPRING GALA 1610284 1452984 157300 18286 120236 3600 3373 FALL GALA 27313 27313 2460 30205 908 1637597 1480297 157300 20746 150441 3600 4281 179068 -21768 0 FEAR NO MUSIC PO BOX 1262 PORTLAND OR 97207 931122115 501(C)(3) 10000 0 2024 WONDER AWARD 1 0 X X 1 0 X X X X X 0 0 0 0 0 0 0 1 0 SCOTT SHOWALTER FORMER PRESIDENT/CEO THROUGH 10/2023 324042 0 100000 0 0 0 16500 0 7932 0 448474 0 0 0 DAVID DANZMAYR MUSIC DIRECTOR 306750 0 0 0 0 0 15125 0 18226 0 340101 0 0 0 SARAH KWAK CONCERTMASTER 201662 0 0 0 0 0 0 0 7761 0 209423 0 0 0 RUSSELL KELBAN VP MARKETING & STRATEGIC ENGAGEMENT 176996 0 0 0 0 0 8736 0 13000 0 198732 0 0 0 HILARY BLAKEMORE VP DEVELOPMENT 155343 0 0 0 0 0 7348 0 9592 0 172283 0 0 0 STEVE WENIG VP & GM 138519 0 0 0 0 0 6837 0 20489 0 165845 0 0 0 JANICE ROMANO VP FINANCE THROUGH 05/2024 142366 0 0 0 0 0 7027 0 14746 0 164139 0 0 0 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. THOMAS LAUDERDALE BOARD MEMBER 115000 PERFORMANCE WITH THE OREGON SYMPHONY BY LAUDERDALE'S BAND PINK MARTINI 0 X FOOD & BEVERAGE 14 52729 PURCHASE PRICE X OFFICE FURNITURE 1 27350 PURCHASE PRICE X EVENT ITEMS 3 16505 PURCHASE PRICE X UPLIGHTS 3 600 PURCHASE PRICE 0 1 0 PART I, COLUMN (B): 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. 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. 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 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 OREGON SYMPHONY ASSOCIATION IN SALEM L 252000 CASH