OREGON SYMPHONY ASSOCIATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OREGON SYMPHONY ASSOCIATION (EIN 93-0446527)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-14
- IRS object ID
- 202211349349300531
- Schema version
- 2020v4.2
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-14T11:49:33-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 520 SW YAMHILL ST STE 500 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | 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 | 921 SW WASHINGTON ST NO 200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972052819 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANICE ROMANO | PersonNm |
| Person Title | VP-FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 5032284294 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANICE | PersonFirstNm |
| Person Last | ROMANO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANG AHN | PreparerPersonNm |
| PTIN | P00540880 | PTIN |
| Phone | 5032270581 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT SHOWALTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 921 SW WASHINGTON ST NO 200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972052819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,916,604 | 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 | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 380 | TotalEmployeeCnt |
| Total Volunteers | 85 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,446,767 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,053,221 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,838,477 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $191,843 | PYInvestmentIncomeAmt |
| CY Investment Income | $656,437 | CYInvestmentIncomeAmt |
| PY Other Revenue | $43,792 | PYOtherRevenueAmt |
| CY Other Revenue | $63,739 | CYOtherRevenueAmt |
| PY Total Revenue | $13,520,879 | PYTotalRevenueAmt |
| CY Total Revenue | $13,773,397 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,000,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,010,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,731,529 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,116,733 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,082,449 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,588,466 | PYOtherExpensesAmt |
| CY Other Expenses | $2,347,527 | CYOtherExpensesAmt |
| PY Total Expenses | $20,319,995 | PYTotalExpensesAmt |
| CY Total Expenses | $11,474,260 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,799,116 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,299,137 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,520,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,740,551 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,146,143 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,635,404 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,374,232 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,105,147 | 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 | Yes (1) | SignificantChangeInd |
| Expense | $9,037,286 | ExpenseAmt |
| Grant | $2,010,000 | GrantAmt |
| Revenue | $102,579 | RevenueAmt |
| Desc | THROUGHOUT FY21, THE OREGON SYMPHONY FOUND INNOVATIVE WAYS TO MEET OUR MISSION, EVEN IN THE FACE OF AN ONGOING GLOBAL PANDEMIC, CHALLENGES FROM EXTREME HEAT AND WILDFIRES, AND REDUCED STAFF CAPACITY. WHILE OUR CONCERT HALL WAS CLOSED FOR AN ENTIRE YEAR DUE TO COVID-19 RESTRICTIONS, STAFF AND MUSICIANS ALIKE LEARNED NEW SKILLS, FOUND NEW WAYS TO CONNECT AND SHARE MUSIC DIGITALLY, AND EXPANDED OUR ONLINE PRESENCE TO BRING MUSIC TO MORE PEOPLE IN EVERY CORNER OF OREGON AND AROUND THE WORLD. THANKS TO THE SUPPORT OF MANY DEDICATED PARTNERS, WE WERE ABLE TO CREATE IMPORTANT ARTISTIC AND COMMUNITY IMPACT, AS WE PRESERVED ORGANIZATIONAL RESOURCES AND PREPARED FOR OUR UPCOMING RETURN TO LIVE PERFORMANCE. CONTINUED ON SCHEDULE OWHILE WE END THE FISCAL YEAR IN A STRONG CASH POSITION, WE CONTINUE BUDGETING CAUTIOUSLY WITH THE UNDERSTANDING THAT POST-PANDEMIC RECOVERY IS LIKELY TO TAKE SEVERAL YEARS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INNOVATING ARTISTICALLYTHIS YEAR, WE MET OUR MISSION BY SHARING EXCELLENT ART THAT INSPIRED, EDUCATED, UNITED, AND HEALED OUR COMMUNITY WHILE THE CORONAVIRUS KEPT US PHYSICALLY SEPARATED. BOTH OUR STAFF AND MUSICIANS DEMONSTRATED FLEXIBILITY, INGENUITY, AND COMMITMENT TO RESPOND TO CONSTANTLY CHANGING SCENARIOS AND NEW WAYS OF OPERATING. WITH THE CONCERT HALL STILL CLOSED, OUR OPERATIONS TEAM HAD THE CHALLENGING TASK OF TRANSFORMING A BLANK WAREHOUSE SPACE INTO A USABLE CONCERT HALL/FILM SET, INCLUDING THE APPROPRIATE SOUND ENGINEERING, SET DESIGN, AND LIGHTING, AND ENGAGING CREATIVE DIRECTORS WHO WOULD HELP CRAFT EACH SERIES THOUGHTFULLY. (CONTINUED ON SCHEDULE O)OUTFITTING THIS SPACE ENTAILED SIGNIFICANT EXPENSE FOR THE ORGANIZATION IN EQUIPMENT AND PERSONNEL, AND WAS CRUCIAL TO OUR ABILITY TO DELIVER ON OUR MISSION.DURING THE WINTER, WHEN GATHERINGS OF ALL KINDS WERE PROHIBITED, OUR MUSICIANS CONTINUED PRODUCING AND SHARING FREE MINUTE FOR MUSIC PERFORMANCES FROM THEIR HOMES; THERE ARE NOW 83 VIDEOS IN THIS SERIES AVAILABLE ON OUR WEBSITE, A FIGURE THAT CONTINUES TO INCREASE EACH MONTH. AS VACCINATION RATES ROSE AND HEALTH RESTRICTIONS RELAXED, WE WERE ABLE TO GATHER SMALL GROUPS OF MUSICIANS TO PRODUCE INTIMATE, MOVING PERFORMANCES TO SHARE FOR FREE WITH OUR COMMUNITY. THIS WORK RESULTED IN THREE NEW SIGNATURE DIGITAL SERIES DURING THE FIRST HALF OF 2021, THAT COLLECTIVELY GARNERED MORE THAN 375,000 VIEWS ON OREGON SYMPHONY SOCIAL MEDIA CHANNELS. THESE SERIES INCLUDED:ESSENTIAL SOUNDS RELEASED IN JULY AND AUGUST OF 2020, THIS SIX-PART SERIES PROVIDED AN ARTISTIC RESPONSE TO THE PANDEMIC THAT USED MUSIC, STORYTELLING, AND IMAGERY TO HONOR ESSENTIAL WORKERS IN FIELDS LIKE HEALTH CARE, FOOD SERVICE, EDUCATION, AND SOCIAL SERVICES. THESE HALF-HOUR EPISODES FEATURED DIVERSE OREGON SYMPHONY MUSICIANS, GUEST ARTISTS, AND COMPOSERS SHARING THEIR EXPERIENCES AND THEIR ART DURING QUARANTINE. EACH EPISODE ALSO FEATURED A LOCAL NONPROFIT WORKING IN EACH SECTOR, GIVING VISIBILITY TO IMPORTANT WORK AND DRIVING DONATIONS TO COMMUNITY PARTNERS. LATER IN THE FALL, WE CREATIVELY RE-PACKAGED THE MUSICAL PERFORMANCES FROM THIS SERIES INTO "ESSENTIAL SOUND BITES," SHARING THEM WITH FRESH MESSAGING ON OUR SOCIAL MEDIA CHANNELS AND IN OUR E-NEWSLETTER TO FURTHER ENGAGE WITH OUR CORE AUDIENCE.CLASSICAL SESSIONS: CARLOS@18 THIS 12-EPISODE SERIES, DEBUTED IN APRIL 2021, FEATURES MUSIC DIRECTOR CARLOS KALMAR AT THE PODIUM, LEADING OREGON SYMPHONY MUSICIANS IN A PERSONALLY CURATED SERIES OF CHAMBER AND SMALL ENSEMBLE WORKS. CELEBRATING CARLOS' 18-YEAR TENURE AS MUSIC DIRECTOR, THE SERIES ALLOWS FOR AN UP CLOSE, INTIMATE LOOK AT THE WAY CARLOS LEADS HIS MUSICIANS. CARLOS PERSONALLY INTRODUCES EACH PIECE, SHARING HIS INSIGHTS ABOUT THE PIECE AND THE COMPOSER TO PROVIDE CONTEXT FOR THE LISTENER. BEHIND-THE-SCENES FEATURES ALSO TAKE THE VIEWER INTO THE REHEARSAL SPACE TO SEE HOW OUR ARTISTS WORK TOGETHER TO PRODUCE THE TRANSCENDENT MUSICAL MOMENTS AUDIENCES ENJOY ON THE STAGE AND THE SCREEN.NOTATIONS BUILDING ON THE SUCCESS OF ESSENTIAL SOUNDS, OUR NEW NOTATIONS SERIES EXPLORES THE WAYS THAT PERSONAL HISTORIES INSPIRE CREATIVE WORK. THROUGH THE LENS OF FIVE LOCAL MUSICIANS ALL OF WHOM ARE PEOPLE OF COLOR VIEWERS EXPERIENCE THE DEEP CONNECTION BETWEEN MUSICAL EXPRESSION, CULTURE, PERSONAL HERITAGE, AND THE INDIVIDUAL ARTIST'S LIFE JOURNEY. EACH EPISODE FEATURES AN ARTIST SHARING THEIR PERSONAL STORY THROUGH A COMBINATION OF STORYTELLING, MUSIC, AND IMAGES. THIS SERIES CELEBRATES THE RICH AND COMPLEX CULTURAL LANDSCAPE OF AMERICA, AND THE MANY WAYS THAT MUSIC, CULTURE, AND LIFE ARE INTERCONNECTED. THE FIRST EPISODE PREMIERED IN JULY 2021 AND NEW EPISODES ARE BEING RELEASED THROUGHOUT THE SUMMER.AS OUR DIGITAL ASSETS GREW, WE NEEDED TO INVEST IN AN IMPROVED ONLINE HOME TO MAKE OUR DIGITAL ARTWORK EASILY ACCESSIBLE TO THE COMMUNITY, NOW AND INTO THE FUTURE. STUDIO 125, WHICH WENT LIVE IN APRIL, IS THE NEW "DIGITAL DESTINATION" FOR ALL OREGON SYMPHONY DIGITAL PERFORMANCES. GROWING OUR DIGITAL REACH IS AN IMPORTANT PIECE OF ENVISIONING THE FUTURE OF OUR ORCHESTRA. EVEN ONCE WE RETURN TO THE CONCERT HALL, WE WILL CONTINUE INVESTING IN DIGITAL CONTENT CREATION THANKS IN PART TO A GRANT FROM THE MURDOCK TRUST THAT HAS ALLOWED US TO CREATE STAFF POSITIONS FOCUSED ON OUR DIGITAL ARTISTIC PRODUCTS. WE WERE HONORED THAT THE SYMPHONY'S ARTISTIC EXCELLENCE CONTINUES TO BE RECOGNIZED ON A NATIONAL SCALE, THIS YEAR ON TWO NOTABLE OCCASIONS. THE SYMPHONY GARNERED ITS THIRD GRAMMY NOMINATION IN THE CATEGORY OF BEST ORCHESTRAL PERFORMANCE, FOR OUR RECENT ALBUM ASPECTS OF AMERICA: PULITZER EDITION. THE ALBUM, RELEASED ON THE PENTATONE LABEL, FEATURED PERFORMANCES OF MODERN AMERICAN SYMPHONIC WORKS THAT WON THE PULITZER PRIZE FOR MUSIC DURING THE 20TH CENTURY. ADDITIONALLY, CUBAN-AMERICAN COMPOSER TANIA LEN WON THE 2021 PULITZER PRIZE FOR MUSIC FOR HER PIECE STRIDE, A WORK CO-COMMISSIONED BY THE OREGON SYMPHONY AND THE NEW YORK PHILHARMONIC. WE LOOK FORWARD TO PERFORMING THE WEST COAST PREMIERE OF THIS WORK FOR OUR LOCAL AUDIENCES, AND CONTINUING OUR RICH TRADITION OF COMMISSIONING SIGNIFICANT WORKS THAT PUSH THE BOUNDARIES OF OUR ART FORM IN NEW DIRECTIONS, AND THAT INCREASE REPRESENTATION FOR HISTORICALLY UNDERREPRESENTED VOICES IN THE CLASSICAL MUSIC REPERTORY, PARTICULARLY WOMEN AND PEOPLE OF COLOR. FINALLY, WE ANNOUNCED A MAJOR ARTISTIC TRANSITION WITH THE SELECTION OF DAVID DANZMAYR AS OUR NEXT MUSIC DIRECTOR. A UNANIMOUS PICK BY THE SEARCH COMMITTEE FOLLOWING A FIVE-YEAR PROCESS, DANZMAYR WILL TAKE OVER AS OUR NEXT ARTISTIC LEADER AT THE START OF THE 21/22 SEASON. DANZMAYR IS WIDELY REGARDED AS ONE OF THE MOST TALENTED AND EXCITING CONDUCTORS OF HIS GENERATION. HE IS A PRIZE-WINNING CONDUCTOR WHO HAS APPEARED WITH ORCHESTRAS AT SOME OF THE MOST PROMINENT CONCERT HALLS ACROSS EUROPE, NORTH AMERICA, AUSTRALIA, AND THE UK. DANZMAYR HAS WON PRIZES AT SOME OF THE WORLD'S MOST PRESTIGIOUS CONDUCTING COMPETITIONS, INCLUDING AT THE INTERNATIONAL GUSTAV MAHLER CONDUCTING COMPETITION AND THE INTERNATIONAL MALKO CONDUCTING COMPETITION. HE HOLDS A STRONG BELIEF THAT EACH COMPOSER'S MUSICAL EXPRESSION IS SHAPED BY THEIR PERSONAL ENVIRONMENT, FAMILY HERITAGE, AND CULTURE. THIS BELIEF WILL GUIDE HIS WORK AT THE OREGON SYMPHONY, INCLUDING THE FORMATION OF A NEW CREATIVE ALLIANCE OF CULTURALLY DIVERSE THOUGHT-LEADERS AND MUSICAL INNOVATORS PARTICULARLY WOMEN AND PEOPLE OF COLOR WHO BRING THEIR PERSONAL HERITAGE AND LIVED EXPERIENCE TO THE ART THEY SHARE ON OUR STAGE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTING IN OUR COMMUNITYTHE DIGITAL ARTISTIC WORK DESCRIBED ABOVE AND MADE AVAILABLE FOR FREE TO THE ENTIRETY OF OREGON AND BEYOND WAS ONE IMPORTANT WAY WE INVESTED IN OUR COMMUNITY. BRINGING THE JOY OF INSPIRING PERFORMANCES INTO PEOPLE'S HOMES WAS PARTICULARLY MEANINGFUL AS A WAY TO CONNECT EMOTIONALLY WHILE WE WERE PHYSICALLY SEPARATED. ADDITIONALLY, WE WORKED CLOSELY WITH OUR MANY SCHOOL-BASED AND COMMUNITY-BASED PARTNERS TO IDENTIFY TARGETED, SPECIFIC COMMUNITY NEEDS THAT WE COULD MEET THROUGH MUSIC. CONTINUED ON SCHEDULE ODESPITE CHALLENGES RELATED TO THE PANDEMIC, AND WEATHER EVENTS LIKE WILDFIRES AND EXTREME HEAT THAT LIMITED OUTDOOR PERFORMANCE OPPORTUNITIES, OUR MUSICIANS NEVERTHELESS FOUND WAYS TO ENRICH THE LIVES OF TENS OF THOUSANDS OF OREGONIANS.BUILDING ON THE SUCCESS OF OUR FIRST SEASON, WE LAUNCHED A SECOND DIGITAL SEASON OF SYMPHONY STORYTIME. THESE SIXTEEN VIDEOS IN ENGLISH AND SPANISH HAVE BEEN VERY POPULAR WITH EDUCATORS AND FAMILIES WITH YOUNG CHILDREN. WHEN DEVISING THE SECOND SEASON, WE INCORPORATED FEEDBACK FROM AN EXTENSIVE VIEWER SURVEY THAT INDICATED STRONG COMMUNITY SUPPORT FOR DIVERSE ON-SCREEN HOSTS, AND STORIES THAT HIGHLIGHTED DIVERSE CULTURES. WE ALSO PARTNERED WITH REACH OUT AND READ OREGON TO SHARE OUR VIDEOS IN PEDIATRICIANS' OFFICES TO HELP FOSTER CHILDREN'S LITERACY. MORE THAN 315,000 VIEWERS WATCHED A SYMPHONY STORYTIME VIDEO DURING FY21, FROM ALL CORNERS OF OREGON, ACROSS THE COUNTRY, AND EVEN AROUND THE WORLD. OUR MUSICIANS HAVE BEEN ACTIVE IN SUPPORTING STUDENTS THROUGHOUT THE SCHOOL YEAR. THROUGH OUR PARTNERSHIPS WITH DISTRICTS AND MUSIC TEACHERS, 30 OREGON SYMPHONY MUSICIANS HAVE PROVIDED FREE PRIVATE ONLINE LESSONS FOR APPROXIMATELY 60 HIGH-NEED STUDENTS IN PORTLAND METRO AND SALEM AREA MIDDLE SCHOOL- AND HIGH SCHOOL-LEVEL ORCHESTRAS AND BANDS. WORKING DIRECTLY WITH OUR MUSICIANS HAS HELPED KEEP STUDENTS ENGAGED DURING A DIFFICULT SCHOOL YEAR, AND SUPPORTED THEM IN THEIR GROWTH AS MUSICIANS. WE UTILIZED OUR PARTNERSHIP WITH THE CARNEGIE HALL WEILL MUSIC INSTITUTE TO SHARE ONLINE MUSIC EDUCATION MODULES WITH DOZENS OF SCHOOL PARTNERS AROUND THE STATE FOR USE IN THEIR CLASSROOMS.WE ALSO LISTENED TO THE UNIQUE NEEDS OF COMMUNITY MEMBERS AND WORKED WITH THEM TO DEVISE SPECIALIZED OPPORTUNITIES TO MEET THOSE NEEDS. ASSOCIATE CONDUCTOR NORMAN HUYNH, FOR INSTANCE, FIELDED A REQUEST BY A HIGH SCHOOL SPECIAL ED TEACHER IN CAMAS, WA WHOSE STUDENT WAS ESPECIALLY INTERESTED IN CONDUCTING. NORMAN SET UP A VIRTUAL VISIT WITH THE CLASSROOM, TALKED TO ALL THE STUDENTS ABOUT WHAT A CONDUCTOR DOES, AND LED THEM IN PRACTICING SOME CONDUCTING TECHNIQUES TOGETHER. ON ANOTHER OCCASION, OUR STRING QUARTET MADE TWO VIRTUAL CLASSROOM VISITS TO 4TH GRADE MUSIC CLASSES IN THE WARM SPRINGS SCHOOL DISTRICT. THEY DEMONSTRATED THEIR INSTRUMENTS AND ANSWERED QUESTIONS FROM THE STUDENTS IN AN INTERACTIVE SETTING. STAGE MANAGER LORI TREPHIBIO FOLLOWED UP WITH AN IN-PERSON VISIT TO TALK WITH STUDENT GROUPS FROM THE CONFEDERATED TRIBES OF WARM SPRINGS. AS A PERSON WITH NATIVE AMERICAN HERITAGE WORKING IN THE ARTS, SHE SHARED HER EXPERIENCES WORKING IN THE ARTS AND ENCOURAGED THE STUDENTS TO CONSIDER THE WIDE VARIETY OF OPPORTUNITIES AND ROLES AVAILABLE FOR CAREERS IN THE ARTS SECTOR.AS PART OF OUR GALA 2021 FUNDRAISER, WE PRODUCED A FREE, LIVE CONCERT EVENT AVAILABLE TO ALL ON OUR WEBSITE. REACHING OUT TO OUR NETWORK OF WORLD-CLASS SOLOISTS, COMPOSERS, AND OUR OWN OREGON SYMPHONY MUSICIANS, WE PUT TOGETHER MORE THAN AN HOUR OF PERFORMANCES SPECIALLY PRODUCED TO CELEBRATE THE OREGON SYMPHONY AND CARLOS KALMAR. HOSTED LIVE IN STUDIO BY SCOTT SHOWALTER AND FIVE OF OUR MUSICIANS, VIEWERS ENJOYED PERFORMANCES FROM THE LIKES OF JOSHUA BELL, WYNTON MARSALIS, CHRIS THILE, EMMANUEL AX, AGUSTIN HADELICH, AND OREGON SYMPHONY BRASS, PERCUSSION, AND STRING ENSEMBLES. MORE THAN 6,800 VIEWERS ENJOYED THIS FREE PERFORMANCE.INDIVIDUAL AND SMALL GROUPS OF MUSICIANS HAVE BEEN SPREADING JOY AND THE HEALING POWERS OF MUSIC WITH FREE, SPONTANEOUS POP-UP OUTDOOR PERFORMANCES AROUND PORTLAND. CONCERTS IN PIONEER SQUARE, WATERFRONT PARK, AND OTHER NEIGHBORHOODS AROUND PORTLAND HAVE SURPRISED AND DELIGHTED HUNDREDS OF COMMUNITY MEMBERS WITH MUSIC AS THEY GO ABOUT THEIR DAY. AS PART OF NATIONAL TEACHER APPRECIATION WEEK, NINE OREGON SYMPHONY MUSICIANS PERFORMED SMALL ENSEMBLE OUTDOOR RECITALS AT EIGHT PORTLAND PUBLIC SCHOOL LOCATIONS AND ONE PAROCHIAL SCHOOL. THESE "SYMPHONY SERENADES" WERE SHARED AS A THANK YOU TO TEACHERS AND PARENTS, AND BY PERFORMING AT DROP-OFF AND PICK-UP TIMES, TEACHERS, PARENTS, AND STUDENTS COULD ALL ENJOY THE MUSIC TOGETHER. MUSICIANS VISITED THE OREGON CONVENTION CENTER TO PLAY A POP-UP 'THANK YOU' PERFORMANCE FOR HEALTH CARE WORKERS ADMINISTERING THE COVID-19 VACCINE AND ALL THE COMMUNITY MEMBERS IN LINE FOR THE VACCINATION. MUCH OF THIS COMMUNITY-BASED WORK WAS POSSIBLE THANKS TO PPP LOANS, WHICH HELPED TO KEEP OUR MUSICIANS ON PAYROLL. WE ENCOURAGED THEM TO SHARE CREATIVE PERFORMANCES WITH THEIR COMMUNITY, FOLLOWING THEIR OWN INSPIRATION TO MAKE AN IMPACT BY BRINGING MUSIC INTO UNEXPECTED VENUES AND SPACES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,037,286 | 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 | 0 | 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 | 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 | 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 | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 380 | 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 | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | Yes (1) | 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 | JANICE ROMANO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5034166319 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 921 SW WASHINGTON SUITE 200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972052819 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| RICK HINKES | ||||||||
| CO-CHAIR | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TIGE HARRIS | ||||||||
| CO-CHAIR | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAN DRINKWARD | ||||||||
| VICE CHAIR | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EVE CALLAHAN | ||||||||
| SECRETARY | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JACK WILBORN | ||||||||
| TREASURER | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AMANDA TUCKER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL EARLY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAIZAHN JONES | ||||||||
| BOARD MEMBER/MUSICIAN | 35.00 | Yes (X) | $55,085 | $0 | $10,885 | |||
| CARRENO SERGIO | ||||||||
| BOARD MEMBER/MUSICIAN | 35.00 | Yes (X) | $54,891 | $0 | $20,088 | |||
| CHABRE VICKERS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER BROOKS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CLIFF DEVENEY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| COLE EMILY | ||||||||
| BOARD MEMBER/MUSICIAN | 35.00 | Yes (X) | $47,546 | $0 | $14,095 | |||
| COURTNEY ANGELI | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN RASAY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DERALD WALKER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD HULSMAN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GERRI KARETSKY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GRADY JURRENS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| IDA RAE CAHANA | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| J CLAYTON HERING | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES SHIELDS | ||||||||
| BOARD MEMBER/MUSICIAN | 35.00 | Yes (X) | $62,522 | $0 | $13,866 | |||
| JANET BLOUNT | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF HEATHERINGTON | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANN YOUNG | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY HUMMELT | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KRIS KERN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LANE SHETTERLY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LAUREN FOX | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT EDLEN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY HALES | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PEGGY MILLER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PRISCILLA LONGFIELD | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RENEE HOLZMAN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT HARRISON | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBYN GASTINEAU | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSCOE NELSON | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SUE HORN-CASKEY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS LAUDERDALE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| WALT WEYLER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET PLUMMER | ||||||||
| CFOO | 50.00 | Yes (X) | $152,016 | $0 | $23,406 | 10.00 | ||
| SCOTT SHOWALTER | ||||||||
| PRESIDENT/CEO | 58.00 | Yes (X) | $279,988 | $0 | $21,426 | 2.00 | ||
| CHARLES CALMER | ||||||||
| VP ARTISTIC PLANNING | 45.00 | $107,356 | $0 | $14,458 | Yes (X) | |||
| HILARY BLAKEMORE | ||||||||
| VP DEVELOPMENT | 45.00 | $123,224 | $0 | $13,210 | Yes (X) | |||
| RUSSELL KELBAN | ||||||||
| VP MARKETING | 55.00 | $129,555 | $0 | $11,048 | Yes (X) | |||
| SARAH KWAK | ||||||||
| CONCERTMASTER | 35.00 | $123,649 | $0 | $13,429 | Yes (X) | |||
| STEVE WENIG | ||||||||
| VP & GM | 55.00 | $101,697 | $0 | $23,992 | 5.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,237,529 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $179,903 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | 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 | |||||
| MERC UNIT 14 PO BOX 5000 | PORTLAND | OR | 97208 | ARLENE SCHNITZER CONCERT HALL | $845,866 |
| 1547 CSR - PITTOCK BLOCK LLC | |||||
| 921 SW WASHINGTON STE 100 | PORTLAND | OR | 97205 | OFFICE LEASE | $270,534 |
| SELDY CRAMER INC | |||||
| 200 LAKESIDE DR 802 | OAKLAND | CA | 94610 | ARTIST AGENT | $173,346 |
| DOCUMART COPIES & PRINTING | |||||
| 3310 NW YEON | PORTLAND | OR | 97210 | PRINTING COMPANY | $159,912 |
| WILLIAM MORRIS ENDEAVOR ENTERTAINMENT LL | |||||
| 9601 WILSHIRE BLVD 3RD FLR | BEVERLY HILLS | CA | 90210 | ARTIST AGENT | $104,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,379,842 | FundraisingAmt |
| Government Grants | $3,988,001 | GovernmentGrantsAmt |
| All Other Contributions | $7,685,378 | AllOtherContributionsAmt |
| Noncash Contributions | $13,691 | NoncashContributionsAmt |
| Total Contributions | $13,053,221 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,778 | TotalRevenueColumnAmt |
| Exclusion | $64,778 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $696,026 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $104,367 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $591,659 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $591,659 | TotalRevenueColumnAmt |
| Exclusion | $591,659 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,379,842 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $38,840 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$38,840 | TotalRevenueColumnAmt |
| Exclusion | -$38,840 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $102,649 | $102,649 |
| TRANSFER TO OSF | 900099 | -$70 | -$70 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $102,579 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,773,397 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $102,579 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $617,597 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,010,000 | TotalAmt |
| Program Services | $2,010,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,696 | TotalAmt |
| Program Services | $515,408 | ProgramServicesAmt |
| Management And General | $54,479 | ManagementAndGeneralAmt |
| Fundraising | $63,809 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,285,963 | TotalAmt |
| Program Services | $3,547,202 | ProgramServicesAmt |
| Management And General | $196,476 | ManagementAndGeneralAmt |
| Fundraising | $542,285 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,757 | TotalAmt |
| Program Services | $128,245 | ProgramServicesAmt |
| Management And General | $68,996 | ManagementAndGeneralAmt |
| Fundraising | $14,516 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,513,242 | TotalAmt |
| Program Services | $1,307,895 | ProgramServicesAmt |
| Management And General | $151,269 | ManagementAndGeneralAmt |
| Fundraising | $54,078 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,075 | TotalAmt |
| Program Services | $289,553 | ProgramServicesAmt |
| Management And General | $140,604 | ManagementAndGeneralAmt |
| Fundraising | $41,918 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,963 | TotalAmt |
| Program Services | $33,723 | ProgramServicesAmt |
| Management And General | $7,643 | ManagementAndGeneralAmt |
| Fundraising | $3,597 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,088 | TotalAmt |
| Management And General | $75,088 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,629 | TotalAmt |
| Program Services | $384,048 | ProgramServicesAmt |
| Management And General | $3,842 | ManagementAndGeneralAmt |
| Fundraising | $6,739 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,695 | TotalAmt |
| Program Services | $164,695 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,680 | TotalAmt |
| Program Services | $228,505 | ProgramServicesAmt |
| Management And General | $132,044 | ManagementAndGeneralAmt |
| Fundraising | $125,131 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,397 | TotalAmt |
| Program Services | $54,629 | ProgramServicesAmt |
| Management And General | $160,476 | ManagementAndGeneralAmt |
| Fundraising | $58,292 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,630 | TotalAmt |
| Program Services | $1,624 | ProgramServicesAmt |
| Management And General | $1,664 | ManagementAndGeneralAmt |
| Fundraising | $9,342 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,674 | TotalAmt |
| Program Services | $30,131 | ProgramServicesAmt |
| Management And General | $97,543 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,386 | TotalAmt |
| Management And General | $23,386 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT LABOR | $373,142 | $179,069 | $117,259 | $76,814 |
| OTHER PRODUCTION EXPENS | $90,180 | $90,180 | ||
| DONOR CAMPAIGN EXPENSE | $60,624 | $60,624 | ||
| GUEST ARTISTS | $19,205 | $19,205 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,234 | TotalAmt |
| Program Services | $53,174 | ProgramServicesAmt |
| Management And General | $123,756 | ManagementAndGeneralAmt |
| Fundraising | $25,304 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,474,260 | TotalAmt |
| Program Services | $9,037,286 | ProgramServicesAmt |
| Management And General | $1,354,525 | ManagementAndGeneralAmt |
| Fundraising | $1,082,449 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,054,128 | BOYAmt |
| EOY | $6,231,149 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,704,699 | BOYAmt |
| EOY | $1,144,324 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $516,829 | BOYAmt |
| EOY | $203,028 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,456 | BOYAmt |
| EOY | $458,726 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,909,330 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,190,280 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $814,679 | BOYAmt |
| EOY | $719,050 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,950,549 | BOYAmt |
| EOY | $17,989,741 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $940,035 | BOYAmt |
| EOY | $994,533 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,520,375 | BOYAmt |
| EOY | $27,740,551 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,445 | BOYAmt |
| EOY | $625,776 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,804,648 | BOYAmt |
| EOY | $4,000,398 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,015,900 | BOYAmt |
| EOY | $1,996,798 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,150 | BOYAmt |
| EOY | $12,432 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,146,143 | BOYAmt |
| EOY | $6,635,404 | 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 | $1,761,634 | BOYAmt |
| EOY | $5,399,972 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,612,598 | BOYAmt |
| EOY | $15,705,175 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,374,232 | BOYAmt |
| EOY | $21,105,147 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,520,375 | BOYAmt |
| EOY | $27,740,551 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,299,137 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,431,778 | 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 | $9,694,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,683,486 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,488,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,446,767 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,053,221 | CurrentTaxYearAmt |
| Total | $55,366,279 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,694,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,683,486 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,488,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,446,767 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,053,221 | CurrentTaxYearAmt |
| Total | $55,366,279 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,120,289 | SubstantialContributorsTotAmt |
| Public Support Total170 | $47,245,990 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,119 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $189,131 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $148,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,778 | CurrentTaxYearAmt |
| Total | $592,439 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $203,098 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $288,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $302,694 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,579 | CurrentTaxYearAmt |
| Total | $969,995 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $56,928,713 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $36,548,109 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82540 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,472,533 | BeginningYearBalanceAmt |
| Contributions | $2,981 | ContributionsAmt |
| Investment Earnings Or Losses | $721,263 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $669,254 | OtherExpendituresAmt |
| End Year Balance | $11,527,523 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,119,898 | BeginningYearBalanceAmt |
| Contributions | $1,005,864 | ContributionsAmt |
| Investment Earnings Or Losses | $990,031 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $643,260 | OtherExpendituresAmt |
| End Year Balance | $11,472,533 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,497,652 | BeginningYearBalanceAmt |
| Contributions | $47,244 | ContributionsAmt |
| Investment Earnings Or Losses | $1,198,625 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $623,623 | OtherExpendituresAmt |
| End Year Balance | $10,119,898 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20658 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53805 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25537 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $576,116 | OtherCostOrOtherBasisAmt |
| Depreciation | $434,366 | DepreciationAmt |
| Book Value | $141,750 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,333,214 | OtherCostOrOtherBasisAmt |
| Depreciation | $755,914 | DepreciationAmt |
| Book Value | $577,300 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $719,050 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY | Desc |
| Amt | $12,432 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,432 | 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 ORGANIZATIONS' 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 | $1,379,842 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,379,842 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $35,305 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,534 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,379,842 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,379,842 | CharitableContributionsTotAmt |
| Food And Beverage Total Events | $35,305 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,534 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,839 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$38,839 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| PORTLAND 5 CENTER FOR THE ARTS | |||||||
| PO BOX 2746 | PORTLAND | OR | 97208 | 364589390 | 501(C)(3) | $2,000,000 | SUPPORT THE ACQUISITION AND INSTALLATION OF THE MEYER CONSTELLATION ACOUSTICAL SYSTEM IN THE ARLENE SCHNITZER CONCERT HALL. |
| PSU FOUNDATION - PSU CHOIR ACTIVITY | |||||||
| PO BOX 243 | PORTLAND | OR | 97207 | 930619733 | 501(C)(3) | $10,000 | 2021 WONDER AWARD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 | ||||||||||||||
| PRESIDENT/CEO | $228,746 | $0 | $51,242 | $0 | $0 | $0 | $12,500 | $0 | $8,926 | $0 | $301,414 | $0 | $0 | $0 |
| JANET PLUMMER | ||||||||||||||
| CFOO | $150,889 | $0 | $1,127 | $0 | $0 | $0 | $8,021 | $0 | $15,385 | $0 | $175,422 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | DURING THE GLOBAL PANDEMIC WE WERE UNABLE TO PERFORM ON STAGE AND THERE WERE NO LIVE CONCERTS IN THE FY21 SEASON. THIS CHANGE WAS TEMPORARY. WE RESUMED LIVE SHOWS IN FISCAL YEAR 2022. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD DURING THE INTERVALS BETWEEN FULL BOARD MEETINGS. THE EXECUTIVE COMMITTEE POSSESSES THE FULL POWER OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | THOMAS LAUDERDALE, BOARD MEMBER, IS FOUNDER/OWNER OF PINK MARTINI, A PERFORMING GROUP THAT WORKS OFTEN WITH THE OREGON SYMPHONY. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD DURING THE INTERVALS BETWEEN FULL BOARD MEETINGS. THE EXECUTIVE COMMITTEE POSSESSES THE FULL POWER OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEES PRIOR TO SUBMISSION TO THE IRS. THE FULL BOARD WILL RECEIVE AN ELECTRONIC COPY OF THE FULL FORM PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS CONSISTENTLY MONITORS ANY POSSIBILITY OF A CONFLICT OF INTEREST. BOARD MEMBERS HAVE RECUSED THEMSELVES FROM VOTING ON POLICIES THAT MIGHT AFFECT THEM: FOR EXAMPLE, IF THE BOARD IS VOTING ON A MOTION THAT WILL INCREASE MUSICIAN COMPENSATION, DIRECTORS WHO ARE ALSO EMPLOYED BY THE SYMPHONY AS MUSICIANS IN THE ORCHESTRA HAVE CITED A CONFLICT OF INTEREST AND RECUSED THEMSELVES FROM VOTING ON THE MOTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR SENIOR MANAGEMENT POSITIONS, NATIONAL SEARCH FIRMS ARE ENGAGED TO RECRUIT AND ADVISE ON COMPARABLE/COMPETITIVE COMPENSATION PACKAGES. PUBLISHED COMPARABLES ARE ALSO CONSULTED FOR ALL POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE ON THE WEBSITE ORSYMPHONY.ORG AND IS UPLOADED TO GUIDESTAR. COPIES ARE ALSO AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE ALSO PUBLISHED ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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 | ||||||||||
| 921 SW WASHINGTON SUITE 200 | PORTLAND | OR | 97205 | 931225609 | SUPPORT OF THE OREGON SYMPHONY ASSOCIATION | OR | 501(C)(3) | LINE 12A, I | OREGON SYMPHONY ASSOCIATION | Yes (1) |
| OREGON SYMPHONY ASSOCIATION IN SALEM | ||||||||||
| 921 SW WASHINGTON SUITE 200 | PORTLAND | OR | 97205 | 936031819 | BRING SYMPHONIC MUSIC AND THE OREGON SYMPHONY TO SALEM | OR | 501(C)(3) | LINE 10 | OREGON SYMPHONY ASSOCIATION | 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 | $55,300 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments