ROGUE VALLEY SYMPHONY ASSOCIATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROGUE VALLEY SYMPHONY ASSOCIATION (EIN 93-0565516)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202531359349301628
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T06:14:24-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464108152 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURNS AND COMPANY CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 SISKIYOU BLVD | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | 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 | 930565516 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGUE VALLEY SYMPHONY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROGU | BusinessNameControlTxt |
| Phone | 5417086402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 N FIRST STREET | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 975209600 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN CLARKE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5417086402 | PhoneNum |
| Signature | 2025-05-13 | 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 | CHARLIE J BURNS | PreparerPersonNm |
| PTIN | P01315873 | PTIN |
| Phone | 5414823711 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | KAREN CLARKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 N FIRST STREET | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,986,088 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RVSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | RVS MISSION IS TO INPSIRE OUR AUDIENCES AND ENRICH OUR COMMUNITES THROUGH THE LIVE PERFORMANCE OF ORCHESTRAL MUSIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 169 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,170,744 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,389,238 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $350,757 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $564,960 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,922 | PYInvestmentIncomeAmt |
| CY Investment Income | $31,890 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,546,423 | PYTotalRevenueAmt |
| CY Total Revenue | $1,986,088 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $714,186 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $950,579 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $50,677 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $464,544 | PYOtherExpensesAmt |
| CY Other Expenses | $596,348 | CYOtherExpensesAmt |
| PY Total Expenses | $1,178,730 | PYTotalExpensesAmt |
| CY Total Expenses | $1,546,927 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $367,693 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $439,161 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,317,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,984,458 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $279,994 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $322,610 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,037,772 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,661,848 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ROGUE VALLEY SYMPHONY ASSOCIATION IS DEDICATED TO PROMOTING, ADVERTISING, AND PRESENTING MUSICAL CONCERTS OF THE ROGUE VALLEY SYMPHONY ORCHESTRA AND TO ENCOURAGE THE CULTURAL GROWTH OF THE ROGUE VALLEY AND SURROUNDING COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,025,380 | ExpenseAmt |
| Revenue | $564,960 | RevenueAmt |
| Desc | CULTURAL ENRICHMENT, MUSIC EDUCATION | Desc |
| Total Program Service Expenses | $1,025,380 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 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 | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 169 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN CLARKE | PersonNm |
| Phone | 5415526354 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 N FIRST STREET | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KAREN CLARKE | ||||||
| TREASURER | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ED HYDE | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REBECCA DEBOER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL CHRISTY | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LEE BOWMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JON ELLIOT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANDY FRIEND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON SILVERMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY JAHNKE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY LIMPERT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $97,256 | RelatedOrganizationsAmt |
| All Other Contributions | $1,291,982 | AllOtherContributionsAmt |
| Total Contributions | $1,389,238 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TICKET SALES | 711130 | $564,180 | $564,180 |
| MERCHANDISE SALES | 711130 | $780 | $780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $564,960 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,890 | TotalRevenueColumnAmt |
| Exclusion | $31,890 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,986,088 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $564,960 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,890 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,400 | TotalAmt |
| Program Services | $95,700 | ProgramServicesAmt |
| Management And General | $95,700 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,347 | TotalAmt |
| Program Services | $454,301 | ProgramServicesAmt |
| Management And General | $176,348 | ManagementAndGeneralAmt |
| Fundraising | $1,698 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,187 | TotalAmt |
| Program Services | $4,200 | ProgramServicesAmt |
| Management And General | $21,987 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,645 | TotalAmt |
| Program Services | $66,039 | ProgramServicesAmt |
| Management And General | $34,606 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,409 | TotalAmt |
| Program Services | $155,286 | ProgramServicesAmt |
| Management And General | $51,460 | ManagementAndGeneralAmt |
| Fundraising | $21,663 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,125 | TotalAmt |
| Program Services | $49,125 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,933 | TotalAmt |
| Management And General | $28,933 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,231 | TotalAmt |
| Program Services | $17,967 | ProgramServicesAmt |
| Management And General | $36,264 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,186 | TotalAmt |
| Program Services | $91,483 | ProgramServicesAmt |
| Management And General | $5,703 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,159 | TotalAmt |
| Program Services | $5,156 | ProgramServicesAmt |
| Management And General | $2,003 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,251 | TotalAmt |
| Program Services | $6,251 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONCERT LIGHTING AND SO | $54,826 | $54,826 | ||
| PRINTING AND POSTAGE | $31,121 | $20,001 | $7,073 | $4,047 |
| DEVELOPMENT ACTIVITIES | $23,269 | $23,269 | ||
| EQUIPMENT RENTAL | $5,045 | $5,045 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,793 | TotalAmt |
| Management And General | $10,793 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,546,927 | TotalAmt |
| Program Services | $1,025,380 | ProgramServicesAmt |
| Management And General | $470,870 | ManagementAndGeneralAmt |
| Fundraising | $50,677 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,006,656 | BOYAmt |
| EOY | $534,824 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $726,233 | BOYAmt |
| EOY | $1,292,125 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,356 | BOYAmt |
| EOY | $14,073 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $159,188 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $125,191 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,156 | BOYAmt |
| EOY | $33,997 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,537,365 | BOYAmt |
| EOY | $3,099,439 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,317,766 | BOYAmt |
| EOY | $4,984,458 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,511 | BOYAmt |
| EOY | $167 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,075 | BOYAmt |
| EOY | $302,853 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,408 | BOYAmt |
| EOY | $19,590 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,994 | BOYAmt |
| EOY | $322,610 | 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 | $981,348 | BOYAmt |
| EOY | $1,021,105 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,056,424 | BOYAmt |
| EOY | $3,640,743 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,037,772 | BOYAmt |
| EOY | $4,661,848 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,317,766 | BOYAmt |
| EOY | $4,984,458 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $439,161 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $184,915 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $666,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $447,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,107,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $729,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $887,057 | CurrentTaxYearAmt |
| Total | $3,837,394 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $316,610 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $201,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $350,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $564,960 | CurrentTaxYearAmt |
| Total | $1,433,815 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $983,455 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $447,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,308,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,080,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,452,017 | CurrentTaxYearAmt |
| Total | $5,271,209 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $30,750 | CurrentTaxYearAmt |
| Total | $30,750 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $30,750 | CurrentTaxYearAmt |
| Total | $30,750 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $5,240,459 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $881 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,890 | CurrentTaxYearAmt |
| Total | $64,669 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $881 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,890 | CurrentTaxYearAmt |
| Total | $64,669 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $989,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $447,922 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,309,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,104,945 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,483,907 | CurrentTaxYearAmt |
| Total | $5,335,878 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98210 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99260 | PublicSupportPY509Pct |
| Investment Income CY | 0.01210 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00740 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,532,928 | BeginningYearBalanceAmt |
| Contributions | $384,825 | ContributionsAmt |
| Investment Earnings Or Losses | $174,098 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,091,851 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,113,555 | BeginningYearBalanceAmt |
| Contributions | $370,583 | ContributionsAmt |
| Investment Earnings Or Losses | $48,790 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,532,928 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,019,773 | BeginningYearBalanceAmt |
| Contributions | $273,281 | ContributionsAmt |
| Investment Earnings Or Losses | -$179,499 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,113,555 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,479,332 | BeginningYearBalanceAmt |
| Contributions | $54,512 | ContributionsAmt |
| Investment Earnings Or Losses | $485,929 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,019,773 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,456,113 | BeginningYearBalanceAmt |
| Contributions | $87,882 | ContributionsAmt |
| Investment Earnings Or Losses | -$64,663 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,479,332 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,177 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,701 | DepreciationAmt |
| Book Value | $22,476 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,315 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,817 | DepreciationAmt |
| Book Value | $9,498 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,696 | OtherCostOrOtherBasisAmt |
| Depreciation | $70,673 | DepreciationAmt |
| Book Value | $2,023 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,997 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN ASSETS - OCF | $3,086,655 |
| SECURITY DEPOSIT | $12,044 |
| OTHER ASSET | $740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,099,439 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PAYROLL AND TAXES | Desc |
| Amt | $19,590 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,590 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION'S FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND ANNUAL FILINGS WITH THE STATE OF OREGON, ARE SUBJECT TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. THE ORGANIZATION HAS CONCLUDED NO MATERIAL UNCERTAIN TAX POSITIONS HAVE BEEN TAKEN ON ANY OPEN TAX RETURNS. FOR THE CURRENT YEAR, MANAGEMENT BELIEVES ALL TAX POSITIONS ARE FULLY SUPPORTABLE BY EXISTING FEDERAL LAW AND RELATED INTERPRETATIONS AND THERE ARE NO UNCERTAIN TAX POSITIONS TO CONSIDER. |
| PART V, LINE 4 | ENDOWMENT FUND: A PERMANENTLY RESTRICTED FUND. PER ACCOUNTING POLICY ONLY INCOME CAN BE USED TO SUPPORT THE EXEMPT PURPOSE OF THE ASSOCIATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 WILL BE REVIEWED BY THE TREASURER AND EXECUTIVE DIRECTOR PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A QUESTIONNAIRE IS DISTRIBUTED ANNUALLY TO ALL DIRECTORS AND EXECUTIVE STAFF AND ANY CONFLICTS THAT ARE DISCLOSED ARE ADDRESSED AS PER THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD USES DATA FROM THE LEAGUE OF AMERICAN ORCHESTRAS TO INFORM DECISIONS ON SALARIES FOR THE EXECUTIVE DIRECTOR AND THE MUSIC DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE MADE AVAILABLE FOR REVIEW UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 118,918. MANAGEMENT AND GENERAL EXPENSES 47,113. FUNDRAISING EXPENSES 21,663. TOTAL EXPENSES 187,694. PROPERTY TAXES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 800. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 800. MERCHANT FEES: PROGRAM SERVICE EXPENSES 35,384. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,384. LICENSES AND FEES: PROGRAM SERVICE EXPENSES 984. MANAGEMENT AND GENERAL EXPENSES 3,547. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,531. |
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