OREGON SYMPHONY ASSOCIATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OREGON SYMPHONY ASSOCIATION (EIN 93-0446527)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-02
- IRS object ID
- 202110929349300136
- Schema version
- 2019v5.2
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-02T13:30:00-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | JANET PLUMMER | PersonNm |
| Person Title | CFO & OPERATIONS OFFICER | PersonTitleTxt |
| Phone | 5032284294 | PhoneNum |
| Signature | 2021-03-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANG AHN | PreparerPersonNm |
| PTIN | P00540880 | PTIN |
| Phone | 5032270581 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $14,183,328 | 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 | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 369 | TotalEmployeeCnt |
| Total Volunteers | 187 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,488,429 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,446,767 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,825,388 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,838,477 | CYProgramServiceRevenueAmt |
| PY Investment Income | $250,409 | PYInvestmentIncomeAmt |
| CY Investment Income | $191,843 | CYInvestmentIncomeAmt |
| PY Other Revenue | $303,452 | PYOtherRevenueAmt |
| CY Other Revenue | $43,792 | CYOtherRevenueAmt |
| PY Total Revenue | $21,867,678 | PYTotalRevenueAmt |
| CY Total Revenue | $13,520,879 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $30,554 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,000,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,596,874 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,731,529 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,010,458 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,227,943 | PYOtherExpensesAmt |
| CY Other Expenses | $7,588,466 | CYOtherExpensesAmt |
| PY Total Expenses | $19,855,371 | PYTotalExpensesAmt |
| CY Total Expenses | $20,319,995 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,012,307 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,799,116 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,725,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,520,375 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,493,887 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,146,143 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,231,444 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,374,232 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE OREGON SYMPHONY IS DEDICATED TO MOVING MUSIC FORWARD. OUR VISION IS BOLD AND ADVENTUROUS: TO INSPIRE AUDIENCES WITH EXHILARATING PERFORMANCES, PRESENT THE BEST MUSICIANS IN A WIDE RANGE OF STYLES, EXPLORE NEW ART FORMS, SHINE LIGHT ON CONTEMPORARY ISSUES AND BUILD A STRONGER COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,399,888 | ExpenseAmt |
| Grant | $1,000,000 | GrantAmt |
| Revenue | $6,838,477 | RevenueAmt |
| Desc | THE 19/20 SEASON PRESENTED THE OREGON SYMPHONY, AND INDEED OUR COMMUNITY AS A WHOLE, WITH UNEXPECTED AND UNPRECEDENTED CHALLENGES. THROUGHOUT THE ENTIRETY OF THIS SEASON, THE SYMPHONY HAS REMAINED DEDICATED TO OUR MISSION TO BRING MUSIC TO MORE PEOPLE IN NEW WAYS. A GLOBAL PANDEMIC MAY HAVE PUT ON HOLD OUR NORMAL WAYS OF FULFILLING THAT MISSION, BUT THE ORGANIZATION REMAINS COMMITTED TO EXPLORING NEW WAYS AND METHODS OF INSPIRING HOPE, SUPPORTING YOUTH EDUCATION, AND CREATING CONNECTION THROUGH THE SHARED EXPERIENCE OF MUSIC. IN THIS REPORT, WE ARE PROUD TO SHARE THE WAYS WE CONTINUE TO LIVE OUT THIS MISSION IN THE FACE OF OUR CHANGED REALITY, AS WELL AS THE WAYS WE ARE PRESERVING ORGANIZATIONAL RESOURCES TO MITIGATE THE DEVASTATING FINANCIAL IMPACT OF THE CORONAVIRUS PANDEMIC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INNOVATING ONSTAGE AND ON THE SCREENTHE OREGON SYMPHONY'S 19/20 SEASON BROUGHT EXHILARATING ART AND INNOVATIVE PERFORMANCES TO THE STAGE IN PORTLAND AND SALEM. DURING THE FIRST TWO-THIRDS OF OUR SEASON, WE WELCOMED AN EXCITING LINEUP OF MUSIC TO OUR STAGE, REPRESENTING A RICH DIVERSITY OF GENRES AND STYLES. WE PREMIERED FOUR NEW ORCHESTRAL COMMISSIONS FROM INNOVATIVE COMPOSERS GABRIELLA SMITH, ANDY AKIHO, OSCAR BETTISON AND GABRIEL KAHANE. WE CELEBRATED MUSICAL TRADITIONS FROM MARIACHI, JAZZ, GOSPEL, MOTOWN, FILM SCORES, AND MORE. WE COLLABORATED ACROSS DIFFERENT ARTISTIC MEDIA OREGON BALLET THEATER DANCERS JOINED US FOR OUR NEW YEAR'S EVE CONCERT FEATURING VIENNESE WALTZES; THE ACROBATIC ARTISTS OF TROUPE VERTIGO AMAZED AUDIENCES WITH THEIR PERFORMANCES IN CIRQUE NUTCRACKER; AND HIGHLY ACCLAIMED DIRECTOR MARY BIRNBAUM STAGED AN ORIGINAL PRODUCTION OF THE TEMPEST THAT INCORPORATED SIBELIUS' BRILLIANT MUSICAL SCORE, THE FIRST OF OUR SOUNDSIGHTS ANCHOR SERIES PRODUCTIONS.SPRING 2020 SAW THE RELEASE OF TWO NEW OREGON SYMPHONY ALBUMS. ASPECTS OF AMERICA: THE PULITZER EDITION FEATURED THREE PULITZER-WINNING ORCHESTRAL WORKS FROM THE 20TH CENTURY ORCHESTRAL LITERATURE. GRAMOPHONE REMARKED, "THE OREGON SYMPHONY REALLY SHOW THEIR METTLE HERE, AND THE DELICACY OF THEIR PLAYING IS AS IMPRESSIVE AS THEIR COLLECTIVE VIGOUR." SHORTLY THEREAFTER, WE CELEBRATED THE RELEASE OF OUR 2018 RECORDING OF GABRIEL KAHANE'S EMERGENCY SHELTER INTAKE FORM, AN OREGON SYMPHONY COMMISSIONED WORK THAT CONFRONTS OUR NATION'S HOMELESSNESS CRISIS. THE PIECE HAS ALREADY BEEN PERFORMED OR PROGRAMMED BY ORCHESTRAS NATIONWIDE INCLUDING THE DETROIT SYMPHONY ORCHESTRA AND THE SAN FRANCISCO SYMPHONY. WITH ITS RELEASE ON CD, MANY MORE PEOPLE WILL BE ABLE TO HEAR THIS MOVING PIECE, AND MORE ORCHESTRAS WILL BE ENCOURAGED TO INCLUDE IT IN THEIR FUTURE SEASONS.WITH THE ONSET OF THE CORONAVIRUS PANDEMIC IN EARLY MARCH, WE WERE FORCED TO CANCEL THE REMAINING PORTION OF OUR SCHEDULED PERFORMANCES, NEARLY A THIRD OF OUR SEASON. OUR REMAINING SOUNDSIGHTS PRODUCTIONS BERIO'S SINFONIA WITH ANIMATOR ROSE BOND AND REVUELTAS' NIGHT OF THE MAYAS WITH MICHAEL CURRY COULD NOT TAKE PLACE; WE ARE HOPING TO RE-SCHEDULE THESE PRODUCTIONS IN A FUTURE SEASON, SINCE MUCH OF THE PRE-PRODUCTION WORK IS COMPLETE. OTHER PERFORMANCES FROM THIS PERIOD, INCLUDING OUR WORLD PREMIERE OF AN AFRICAN AMERICAN REQUIEM BY PORTLAND COMPOSER DAMIEN GETER, WE HAVE ALREADY RESCHEDULED FOR 2021. KNOWING THAT OUR COMMUNITY WOULD BE FACING A PROLONGED PERIOD OF ISOLATION AND MOURNING, WE FELT OUR MUSIC COULD PROVIDE COMFORT, HOPE, AND CONNECTION TO HELP US PERSEVERE THROUGH THIS DIFFICULT MOMENT. OUR STAFF AND MUSICIANS SPRANG INTO ACTION TO DEVISE NEW WAYS OF BRINGING ARTISTIC EXCELLENCE TO OUR COMMUNITY WHILE WE WERE KEPT FROM THE STAGE. SOME KEY INITIATIVES INCLUDED:A NEW WEB SERIES CALLED MINUTE FOR MUSIC WENT LIVE IN MARCH, FEATURING SHORT VIDEOS SUBMITTED BY SYMPHONY MUSICIANS PLAYING IN THEIR HOMES AND NEIGHBORHOODS. THE SEGMENT CONTINUED THROUGH THE REMAINDER OF THE FISCAL YEAR AND BEYOND, WITH NEW VIDEOS PUBLISHED ACROSS OUR SOCIAL MEDIA PLATFORMS AND ON OUR WEBSITE AT LEAST TWICE WEEKLY. THE VIDEOS FEATURED MUSIC FROM A WIDE VARIETY OF TRADITIONS CLASSICAL, FOLK, JAZZ, AND POPULAR MUSIC, AMONG OTHERS AND OFFERED AUDIENCES A CHANCE TO CONNECT WITH MUSICIANS, SHARE MUSICAL CONTENT WITH THEIR FRIENDS AND FAMILY, AND ENJOY THE EMOTIONAL RELEASE OF LISTENING TO MUSIC WHILE WE ALL REMAIN PHYSICALLY SEPARATED. IN APRIL, WE EMBARKED ON AN ARTISTIC RESPONSE TO THE PANDEMIC THAT WOULD BRING OUR COMMUNITY TOGETHER IN GRATITUDE FOR THE MANY PEOPLE WHOSE TIRELESS WORK IS HOLDING OUR NATION TOGETHER AT THIS DIFFICULT TIME. UNDER THE LEADERSHIP OF OUR CREATIVE CHAIR GABRIEL KAHANE, ESSENTIAL SOUNDS IS A FREE, SIX-PART PROGRAM THAT USES MUSIC, STORYTELLING, AND IMAGERY TO HELP US HONOR THE CONTRIBUTIONS OF OUR MOST ESSENTIAL WORKERS. EACH EPISODE PUTS THE SPOTLIGHT ON A SPECIFIC GROUP OF PEOPLE, AND COMBINES OUR MUSICIANS' PERSONAL STORIES, GUEST APPEARANCES FROM SOME OF THE FOREMOST ARTISTS AND COMPOSERS OF OUR TIME, AND MOVING PERFORMANCES FROM OUR OWN OREGON SYMPHONY MUSICIANS FOR AN IMMERSIVE AND ENGAGING EXPERIENCE. THE SERIES GARNERED NATIONAL ATTENTION AND IS BEING FEATURED ON NATIONAL PUBLIC RADIO'S LIVE SESSIONS; WE ARE THE ONLY ORCHESTRAL GROUP FEATURED ON LIVE SESSIONS AMIDST SOME OF THE MOST SOUGHT-AFTER AND ACCLAIMED PERFORMERS OF OUR TIME.IN PARTNERSHIP WITH ARTSLANDIA, MUSIC DIRECTOR CARLOS KALMAR DEVELOPED AND HOSTED MONDAYS WITH THE MAESTRO, A SERIES OF HAPPY HOUR VIDEO CHATS EXPLORING DIFFERENT CONCEPTS IN MUSIC. EACH WEEK, CARLOS EXPLORED A PARTICULAR EMOTION, AND USING EXAMPLES FROM THE CLASSICAL ORCHESTRAL LITERATURE, HE DEMONSTRATED THE WAYS THAT DIFFERENT COMPOSERS EXPRESSED EACH EMOTION THROUGH THEIR MUSIC. ASSOCIATE MUSIC DIRECTOR NORMAN HUYNH TOOK TO OUR INSTAGRAM ACCOUNT TO HOST ASK A MUSICIAN, A LIVE-STREAMED WEEKLY CHAT WITH A DIFFERENT OREGON SYMPHONY MUSICIAN EACH WEEK. FOLLOWERS COULD SUBMIT QUESTIONS FOR THE MUSICIANS AHEAD OF TIME, AND NORMAN WOULD SELECT HIS FAVORITES FOR A WIDE-RANGING, INFORMAL DISCUSSION WITH MEMBERS OF THE SYMPHONY. OUR PIVOT TO DIGITAL CONTENT HAS ALLOWED THE SYMPHONY TO EXTEND THE REACH OF OUR MUSIC CONSIDERABLY. NO LONGER BOUND TO THE CONCERT HALL, DIGITAL PROGRAMMING MAKES OUR WORK ACCESSIBLE TO OREGONIANS ACROSS ALL CORNERS OF THE STATE. ESSENTIAL SOUNDS ALONE REACHED AN AUDIENCE OF MORE THAN 117,000 VIEWERS, AND IN TOTAL THE ABOVE PROGRAMMING RECEIVED MORE THAN 213,000 VIEWS ON OUR WEBSITE AND SOCIAL MEDIA CHANNELS. IN A TYPICAL SEASON WE SERVE A SIMILAR NUMBER OF PEOPLE WITH OUR IN-PERSON PROGRAMMING; BY ADDING THIS SEGMENT OF OUR WORK WE HAVE BEEN ABLE TO SIGNIFICANTLY EXPAND THE NUMBER OF PEOPLE WHO ACCESS OUR ART. THESE LARGE VIEWING NUMBERS DEMONSTRATE THAT THE MUSICAL CONTENT WE CREATE IS VALUABLE TO THE COMMUNITY, ESPECIALLY IN THIS TIME OF CRISIS. FURTHERMORE, EXTENSIVE MEDIA COVERAGE IN BOTH LOCAL AND NATIONAL OUTLETS HAS CONFIRMED THE OREGON SYMPHONY'S PLACE AS A LEADING ARTS INSTITUTION. OUR LOCAL TV STATIONS HAVE BEEN EAGER TO SHARE OUR UPCOMING CONTENT WITH THEIR AUDIENCES AS SOMETHING THEY KNOW THEIR VIEWERS WILL VALUE; NEWS MEDIA REPORTED ON OUR CANCELATION AND FURLOUGH DECISIONS AS NEWSWORTHY, BOTH IN TERMS OF THE IMPACT ON OUR COMMUNITY'S ARTISTIC VIBRANCY AND DUE TO THE OUTSIZE ECONOMIC IMPACT OUR ORCHESTRA HAS ON OREGON'S ECONOMY. PRESIDENT SCOTT SHOWALTER HAS APPEARED IN THE WASHINGTON POST AND OTHER NATIONAL OUTLETS DISCUSSING THE PANDEMIC'S IMPACT ON THE ARTS AT A NATIONAL SCALE, HELPING TO ADVANCE OUR REPUTATION AS A LEADER IN OUR FIELD. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTING IN OUR COMMUNITYOVER THE COURSE OF THE SEASON, OUR MUSICIANS AND COMMUNITY PARTNERS PARTICIPATED IN 275 COMMUNITY EVENTS, BOTH DIGITAL AND IN-PERSON. OUR PROGRAMMING IMPACTED THE LIVES OF MORE THAN 27,000 COMMUNITY MEMBERS IN-PERSON, INCLUDING 24,000 CHILDREN IN K-12 SCHOOLS. DIGITAL PROGRAMMING DURING THE PANDEMIC INCREASED OUR REACH TO AN ADDITIONAL 35,000 VIEWERS ABOVE AND BEYOND THE VIEWERS REFERENCED IN THE PREVIOUS SECTION.IN EARLY MARCH, WE PRESENTED FIVE YOUNG PEOPLE'S CONCERTS TO 9,400 STUDENTS IN GRADES 3-8: TWO AT ARLENE SCHNITZER CONCERT HALL IN PORTLAND, TWO AT SMITH AUDITORIUM IN SALEM, AND A FIRST-TIME PRESENTATION IN NEWBERG ON THE CAMPUS OF GEORGE FOX UNIVERSITY. STUDENTS ACROSS A TEN--COUNTY REGION JOINED US FOR AN ENGAGING PERFORMANCE OF BENJAMIN BRITTEN'S CLASSIC YOUNG PERSON'S GUIDE TO THE ORCHESTRA, ALONG WITH AN ASSORTMENT OF POPULAR AND CLASSICAL FAVORITES. THESE CONCERTS ARE FREQUENTLY STUDENTS' FIRST EXPOSURE TO THE POWER OF LIVE ORCHESTRAL PERFORMANCE, AND OFTEN THEIR FIRST TIME IN A CONCERT HALL. THIS YEAR WE FACILITATED MORE STUDENTS THAN EVER BEFORE TO HAVE THIS EXPERIENCE, AND TWO-THIRDS PARTICIPATED FOR FREE DUE TO THEIR ENROLLMENT IN FEDERAL FREE/REDUCED LUNCH. WE WERE ALSO PLEASED TO OFFER BUS SUBSIDIES TO ELEVEN TITLE 1 SCHOOLS TO HELP DEFRAY TRANSPORTATION COSTS THAT MIGHT HAVE PREVENTED THEIR 1,500+ STUDENTS FROM PARTICIPATING. STUDENTS JOINED US FROM AS FAR AS WARM SPRINGS IN CENTRAL OREGON AND GEARHART ON THE COAST. THESE ENTERTAINING AND EDUCATIONAL CONCERTS ARE A KEY STEP TO INSPIRING MUSIC PARTICIPATION FOR STUDENTS, AS WELL AS HELPING STUDENTS UNDERSTAND AND APPRECIATE DIFFERENT CONCEPTS IN THE MUSIC THAT THEY HEAR.IN AN EFFORT TO SUPPORT TEACHERS AND PARENTS WITH EDUCATIONAL MATERIAL IN THE HOME, WE LAUNCHED OUR BELOVED SYMPHONY STORYTIME PROGRAM IN A NEW DIGITAL FORMAT. 13 VIDEO EPISODES NINE IN ENGLISH AND FOUR IN SPANISH DEBUTED ON THE OREGON SYMPHONY WEBSITE STARTING IN JUNE. EACH VIDEO FEATURES A READER WHO SHARES A BELOVED CHILDREN'S BOOK STORY, AND AN OREGON SYMPHONY MUSICIAN WHO USES THEIR INSTRUMENT TO PROVIDE THE 'SOUNDTRACK' TO THE STORY. THIS AWARD-WINNING PROGRAM HELPS PROMOTE LITERACY FOR CHILDREN 7 AND UNDER. THESE VIDEOS MARK THE FIRST TIME WE OFFERED SYMPHONY STORYTIME IN SPANISH, ALLOWING US TO REACH OUT TO NEW AUDIENCES. THE PROGRAM EARNED COVERAGE ON OUR LOCAL UNIVISION TV STATION'S WEBSITE AND EL LATINO DE HOY NEWSPAPER, INDICATING THAT OUR LOCAL LATINO COMMUNITY FOUND VALUE IN THIS CONTENT. FREE TO VIEW ON OUR WEBSITE AND YOUTUBE CHANNEL, OUR DIGITAL SYMPHONY STORYTIMES HAVE DELIGHTED TENS OF THOUSANDS OF VIEWERS, NOT ONLY ACROSS OREGON BUT ALSO ACROSS THE COUNTRY.THE THIRD YEAR OF THE LULLABY PROJECT IN MEMORY OF DORIS CECLIA STORMS WENT LIVE IN APRIL 2020, ALTHOUGH WE WERE UNABLE TO HOST A COMMUNITY CONCERT AS WE HAD IN YEARS PAST. THE EIGHT BEAUTIFUL SONGS, EACH WRITTEN BY PARENTS RECEIVING HOUSING SUPPORT FROM PORTLAND HOMELESS FAMILY SOLUTIONS, ARE ALL AVAILABLE FOR FREE LISTENING ON THE OREGON SYMPHONY WEBSITE. OUR MUSICIANS WORKED WITH PARENTS AND LOCAL SINGER-SONGWRITERS TO BRING THESE SONGS TO LIFE, EACH ONE AS UNIQUE AS THE CHILD WHO INSPIRED IT. PARENTS EACH RECEIVED A PERSONAL CD COPY OF THE SONG COMPILATION TO PLAY AS THEIR CHILD GROWS. THIS PROJECT, ORIGINALLY DEVELOPED BY CARNEGIE HALL, USES MUSIC CREATION AS AN EMPOWERMENT TOOL AND PROMOTES BONDING BETWEEN PARENTS AND THEIR CHILDREN AS THEY FACE DIFFICULT SITUATIONS LIKE HOUSING INSECURITY.OUR MUSICIANS MADE SPECIAL EFFORT TO CONNECT WITH MEMBERS OF OUR COMMUNITY LIVING IN FULL-TIME CARE FACILITIES THROUGH VIDEO MUSICAL GREETINGS. DUE TO THE NATURE OF THIS PANDEMIC, ASSISTED LIVING FACILITIES HAD TO ENFORCE SOME OF THE MOST STRICT QUARANTINE PROCEDURES TO KEEP RESIDENTS SAFE. IN THE FACE OF PROLONGED ISOLATION, WE KNEW MUSIC COULD PLAY A ROLE IN FORGING CONNECTIONS WITH THE OUTSIDE WORLD AND PROVIDING ENGAGING CONTENT TO SHARE WITH RESIDENTS. WE WORKED IN PARTNERSHIP WITH SIX DIFFERENT ASSISTED-LIVING FACILITIES ACROSS THE PORTLAND AND SALEM METRO REGIONS, PLUS TWO COMMUNITY-BASED PARTNERS WHO SERVE ELDERLY AND ISOLATED COMMUNITY MEMBERS MAYBELLE CENTER FOR COMMUNITY, AND THE MARIE SMITH ADULT DAY CENTER. DEPENDING ON THE INDIVIDUAL NEEDS AND TECHNOLOGY SET-UP OF EACH PARTNER, OUR MUSICIANS USED A COMBINATION OF LIVE ZOOM CALLS, PRE-RECORDED PERFORMANCES, AND "FIRESIDE CHAT"-STYLE DISCUSSIONS OF THE MUSIC THEY WERE SHARING TO CONNECT WITH HUNDREDS OF ISOLATED PEOPLE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,399,888 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 121 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 369 | 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 | 39 | 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 | JANET PLUMMER | 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 (45 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT HARRISON | ||||||||
| CHAIRMAN | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAN DRINKWARD | ||||||||
| VICE CHAIR | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NANCY HALES | ||||||||
| SECRETARY | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TIGE HARRIS | ||||||||
| TREASURER | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICK HINKES | ||||||||
| VICE CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| COURTNEY ANGELI | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RICH BAEK | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET BLOUNT | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER BROOKS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| IDA RAE CAHANA | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| EVE CALLAHAN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CLIFF DEVENEY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL EARLY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LAUREN FOX | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBYN GASTINEAU | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF HEATHERINGTON | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| J CLAYTON HERING | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RENEE HOLZMAN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SUE HORN-CASKEY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD HULSMAN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY HUMMELT | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAIZAHN JONES | ||||||||
| BOARD MEMBER/MUSICIAN | 35.00 | Yes (X) | $68,579 | $0 | $3,707 | |||
| GRADY JURRENS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GERRI KARETSKY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KRIS KERN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS LAUDERDALE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA LONG | ||||||||
| BOARD MEMBER/MUSICIAN | 35.00 | Yes (X) | $74,300 | $0 | $13,492 | |||
| PRISCILLA LONGFIELD | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PEGGY MILLER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSCOE NELSON | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN RASAY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LANE SHETTERLY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES SHIELDS | ||||||||
| BOARD MEMBER/MUSICIAN | 35.00 | Yes (X) | $78,712 | $0 | $13,451 | |||
| AMANDA TUCKER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHABRE VICKERS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DERALD WALKER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | 10.00 | ||
| WALT WEYLER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | 5.00 | ||
| JACK WILBORN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | 10.00 | ||
| SCOTT SHOWALTER | ||||||||
| PRESIDENT/CEO | 60.00 | Yes (X) | $369,432 | $0 | $20,966 | |||
| JANET PLUMMER | ||||||||
| CFOO | 60.00 | Yes (X) | $160,478 | $0 | $22,863 | |||
| SARAH KWAK | ||||||||
| CONCERTMASTER | 35.00 | $188,661 | $0 | $11,949 | Yes (X) | |||
| ELLEN BUSSING | ||||||||
| VP DEVELOPMENT | 55.00 | $166,550 | $0 | $14,627 | Yes (X) | |||
| STEVE WENIG | ||||||||
| VP & GM | 55.00 | $113,712 | $0 | $23,439 | 5.00 | Yes (X) | ||
| HILARY BLAKEMORE | ||||||||
| VP DEVELOPMENT | 40.00 | $118,358 | $0 | $8,466 | Yes (X) | |||
| JEFFERY WORK | ||||||||
| PRINCIPAL TRUMPET/MUSICIAN | 35.00 | $105,227 | $0 | $12,712 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,444,009 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $145,672 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | 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 |
|---|---|---|---|---|---|
| SELDY CRAMER INC | |||||
| 601 VAN NESS AVE 15 | SAN FRANCISCO | CA | 94102 | ARTIST MANAGEMENT | $296,078 |
| PITTOCK BLOCK LLC | |||||
| 921 SW WASHINGTON STE 100 | PORTLAND | OR | 97205 | OFFICE LEASE | $265,142 |
| DOCUMART COPIES & PRINTING | |||||
| 3310 NW YEON | PORTLAND | OR | 97210 | PRINTING COMPANY | $192,215 |
| COLUMBIA ARTISTS MANAGEMENT LLC | |||||
| 1790 BROADWAY | NEW YORK | NY | 10019 | ARTIST MANAGEMENT | $178,966 |
| WILLIAM MORRIS ENDEAVOR ENTERTAINMENT L | |||||
| 9601 WILSHIRE BLVD 3RD FLR | BEVERLY HILLS | CA | 90210 | ARTIST MANAGEMENT | $161,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,108,302 | FundraisingAmt |
| Government Grants | $490,013 | GovernmentGrantsAmt |
| All Other Contributions | $4,848,452 | AllOtherContributionsAmt |
| Noncash Contributions | $74,871 | NoncashContributionsAmt |
| Total Contributions | $6,446,767 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCERT TICKET & FEES | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $6,838,477 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,838,477 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,838,477 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $148,361 | TotalRevenueColumnAmt |
| Exclusion | $148,361 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $443 | TotalRevenueColumnAmt |
| Exclusion | $443 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $675,701 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $632,219 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,482 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,482 | TotalRevenueColumnAmt |
| Exclusion | $43,482 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $38,500 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,108,302 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $30,230 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,270 | TotalRevenueColumnAmt |
| Exclusion | $8,270 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $36,049 | $36,049 |
| TRANSFER TO OSF | 900099 | -$970 | -$970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $35,079 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,520,879 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,873,556 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $200,556 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,000 | TotalAmt |
| Program Services | $1,000,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $831,231 | TotalAmt |
| Program Services | $612,826 | ProgramServicesAmt |
| Management And General | $171,192 | ManagementAndGeneralAmt |
| Fundraising | $47,213 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,910,896 | TotalAmt |
| Program Services | $5,740,607 | ProgramServicesAmt |
| Management And General | $1,704,078 | ManagementAndGeneralAmt |
| Fundraising | $466,211 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,892 | TotalAmt |
| Program Services | $316,580 | ProgramServicesAmt |
| Management And General | $58,909 | ManagementAndGeneralAmt |
| Fundraising | $15,403 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,743,579 | TotalAmt |
| Program Services | $1,499,300 | ProgramServicesAmt |
| Management And General | $180,684 | ManagementAndGeneralAmt |
| Fundraising | $63,595 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $854,931 | TotalAmt |
| Program Services | $651,786 | ProgramServicesAmt |
| Management And General | $159,355 | ManagementAndGeneralAmt |
| Fundraising | $43,790 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,775 | TotalAmt |
| Management And General | $78,775 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,254 | TotalAmt |
| Management And General | $66,254 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,153 | TotalAmt |
| Program Services | $150,116 | ProgramServicesAmt |
| Management And General | $120,765 | ManagementAndGeneralAmt |
| Fundraising | $7,272 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $911,263 | TotalAmt |
| Program Services | $662,336 | ProgramServicesAmt |
| Management And General | $248,927 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $916,101 | TotalAmt |
| Program Services | $409,313 | ProgramServicesAmt |
| Management And General | $415,102 | ManagementAndGeneralAmt |
| Fundraising | $91,686 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,502 | TotalAmt |
| Program Services | $598,482 | ProgramServicesAmt |
| Management And General | $161,872 | ManagementAndGeneralAmt |
| Fundraising | $58,148 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,862 | TotalAmt |
| Program Services | $15,862 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,514 | TotalAmt |
| Program Services | $16,074 | ProgramServicesAmt |
| Management And General | $45,741 | ManagementAndGeneralAmt |
| Fundraising | $43,699 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,852 | TotalAmt |
| Program Services | $34,657 | ProgramServicesAmt |
| Management And General | $112,195 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,267 | TotalAmt |
| Management And General | $21,267 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GUEST ARTISTS | $2,395,066 | $2,395,066 | ||
| OTHER PRODUCTION EXPENS | $842,332 | $842,332 | ||
| CONTRACT LABOR | $603,475 | $397,497 | $151,407 | $54,571 |
| DONOR CAMPAIGN EXPENSE | $106,530 | $106,530 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,520 | TotalAmt |
| Program Services | $57,054 | ProgramServicesAmt |
| Management And General | $213,126 | ManagementAndGeneralAmt |
| Fundraising | $12,340 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,319,995 | TotalAmt |
| Program Services | $15,399,888 | ProgramServicesAmt |
| Management And General | $3,909,649 | ManagementAndGeneralAmt |
| Fundraising | $1,010,458 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,425,475 | BOYAmt |
| EOY | $5,054,128 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,710,760 | BOYAmt |
| EOY | $2,704,699 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,356 | BOYAmt |
| EOY | $516,829 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,067 | BOYAmt |
| EOY | $539,456 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,877,284 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,062,605 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $926,514 | BOYAmt |
| EOY | $814,679 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,610,334 | BOYAmt |
| EOY | $10,950,549 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $901,825 | BOYAmt |
| EOY | $940,035 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,725,331 | BOYAmt |
| EOY | $21,520,375 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,942 | BOYAmt |
| EOY | $308,445 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,060,875 | BOYAmt |
| EOY | $3,804,648 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,015,900 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,070 | BOYAmt |
| EOY | $17,150 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,493,887 | BOYAmt |
| EOY | $6,146,143 | 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 | $5,617,705 | BOYAmt |
| EOY | $1,761,634 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,613,739 | BOYAmt |
| EOY | $13,612,598 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,231,444 | BOYAmt |
| EOY | $15,374,232 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,725,331 | BOYAmt |
| EOY | $21,520,375 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$6,799,116 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$58,096 | 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 | $7,867,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,694,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,683,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,488,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,446,767 | CurrentTaxYearAmt |
| Total | $50,180,873 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,867,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,694,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,683,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,488,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,446,767 | CurrentTaxYearAmt |
| Total | $50,180,873 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,413,579 | SubstantialContributorsTotAmt |
| Public Support Total170 | $42,767,294 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,537 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,119 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,607 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $189,131 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $148,804 | CurrentTaxYearAmt |
| Total | $662,198 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $105,570 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $203,098 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $288,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $302,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,579 | CurrentTaxYearAmt |
| Total | $972,986 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $51,816,057 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $44,508,212 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82970 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,243,265 | BeginningYearBalanceAmt |
| Contributions | $185,154 | ContributionsAmt |
| Investment Earnings Or Losses | -$316,107 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $614,660 | OtherExpendituresAmt |
| End Year Balance | $9,497,652 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.88600 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11400 | 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 | $1,600,879 | OtherCostOrOtherBasisAmt |
| Depreciation | $959,401 | DepreciationAmt |
| Book Value | $641,478 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $276,405 | OtherCostOrOtherBasisAmt |
| Depreciation | $103,204 | DepreciationAmt |
| Book Value | $173,201 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $814,679 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY | Desc |
| Amt | $17,150 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,150 | 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 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 | $1,113,552 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,108,302 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,250 | GrossRevenueEvent1Amt |
| Event2 | FALL GALA | Event2Nm |
| Gross Receipts Event2 | $33,250 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $33,250 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $30,230 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $1,146,802 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,108,302 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $38,500 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $30,230 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $30,230 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,270 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTLAND 5 CENTER FOR THE ARTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2746 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 364589390 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $1,000,000 | CashGrantAmt |
| Purpose Of Grant | SUPPORT THE ACQUISITION AND INSTALLATION OF THE MEYER CONSTELLATION ACOUSTICAL SYSTEM IN THE ARLENE SCHNITZER CONCERT HALL. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 | $257,432 | $0 | $112,000 | $0 | $0 | $0 | $12,500 | $0 | $8,466 | $0 | $390,398 | $0 | $0 | $0 |
| JANET PLUMMER | ||||||||||||||
| CFOO | $160,478 | $0 | $0 | $0 | $0 | $0 | $7,825 | $0 | $15,038 | $0 | $183,341 | $0 | $0 | $0 |
| SARAH KWAK | ||||||||||||||
| CONCERTMASTER | $188,661 | $0 | $0 | $0 | $0 | $0 | $3,980 | $0 | $7,969 | $0 | $200,610 | $0 | $0 | $0 |
| ELLEN BUSSING | ||||||||||||||
| VP DEVELOPMENT | $166,550 | $0 | $0 | $0 | $0 | $0 | $7,525 | $0 | $7,102 | $0 | $181,177 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | SCOTT SHOWALTER, PRESIDENT & CEO. PAYMENT FOR BUSINESS USE OF HIS RESIDENCE FOR POST CONCERT RECEPTIONS AND DONOR DINNERS. THIS IS PAID QUARTERLY AS TAXABLE COMPENSATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FOOD/WINE | Desc |
| Contribution | 37 | ContributionCnt |
| Noncash Contributions Rpt F990 | $74,871 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | VALUE OF DONATED MATERIALS IS PROVIDED BY THE DONOR. IF A DONATION REPLACES AN EXPENSE THAT THE OREGON SYMPHONY WOULD HAVE INCURRED IN THE NORMAL COURSE OF OPERATIONS, IT IS RECORDED AS A BOOKED IN-KIND GIFT. IF A DONATION IS FOR AN ITEM THAT WE WOULD NOT HAVE ACQUIRED IN ORDER TO CONDUCT OUR BUSINESS, WE WOULD HAVE RECORDED THE GIFT AS IN-KIND NOT BOOKED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. IN FY20, OSA PAID A $5,000 DEPOSIT FOR A CONCERT IN THE FY20 SEASON. |
| 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 12B, II | OREGON SYMPHONY ASSOCIATION | Yes (1) |
| OREGON SYMPHONY 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 12B, II | 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 IN SALEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $180,000 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments