EUGENE SYMPHONY ASSOCIATION INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
EUGENE SYMPHONY ASSOCIATION INC (EIN 93-0556298)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-17
IRS object ID
202111379349308076
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-17T14:06:14-07:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814770640PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1POWERS HOWARD QUIMBY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1450 COUNTRY CLUB RD SUITE 250AddressLine1Txt
CityEUGENECityNm
State AbbreviationORStateAbbreviationCd
ZIP97401ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930556298EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Eugene Symphony Association IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEUGEBusinessNameControlTxt
Phone5416879487PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 W 8th AveAddressLine1Txt
CityEugeneCityNm
State AbbreviationORStateAbbreviationCd
ZIP97401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonScott FreckPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Signature2021-05-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarta PowersPreparerPersonNm
PTINP00618717PTIN
Phone5413574557PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerScott FreckPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 W 8th Ave 115AddressLine1Txt
CityEugeneCityNm
State AbbreviationORStateAbbreviationCd
ZIP97401ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,082,013GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresseugenesymphony.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1966FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionEnriching lives through the power of music, presenting a diverse range of orchestral repertoire at the highest level of artistic excellence, and providing musical education opportunities for children and adults.ActivityOrMissionDesc
Voting Members Governing Body30VotingMembersGoverningBodyCnt
Voting Members Independent30VotingMembersIndependentCnt
Total Employee196TotalEmployeeCnt
Total Volunteers74TotalVolunteersCnt
Total Gross UBI$33,707TotalGrossUBIAmt
PY Contributions Grants$1,508,068PYContributionsGrantsAmt
CY Contributions Grants$2,180,511CYContributionsGrantsAmt
PY Program Service Revenue$855,186PYProgramServiceRevenueAmt
CY Program Service Revenue$657,679CYProgramServiceRevenueAmt
PY Investment Income$840PYInvestmentIncomeAmt
CY Investment Income$1,554CYInvestmentIncomeAmt
PY Other Revenue$124,604PYOtherRevenueAmt
CY Other Revenue$184,042CYOtherRevenueAmt
PY Total Revenue$2,488,698PYTotalRevenueAmt
CY Total Revenue$3,023,786CYTotalRevenueAmt
CY Grants And Similar Paid$550,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,435,689PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,533,463CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$144,532CYTotalFundraisingExpenseAmt
PY Other Expenses$1,032,943PYOtherExpensesAmt
CY Other Expenses$874,532CYOtherExpensesAmt
PY Total Expenses$2,468,632PYTotalExpensesAmt
CY Total Expenses$2,957,995CYTotalExpensesAmt
PY Revenues Less Expenses$20,066PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$65,791CYRevenuesLessExpensesAmt
Total Assets BOY$845,542TotalAssetsBOYAmt
Total Assets EOY$630,258TotalAssetsEOYAmt
Total Liabilities BOY$379,075TotalLiabilitiesBOYAmt
Total Liabilities EOY$98,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$466,467NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$532,258NetAssetsOrFundBalancesEOYAmt
MissionEnriching lives through the power of music, presenting a diverse range of orchestral repertoire at the highest level of artistic excellence, and providing musical education opportunities for children and adults.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,343,426ExpenseAmt
DescIN THE 2019/20 SEASON, EUGENE SYMPHONY WAS ABLE TO PRODUCE SIX SYMPHONIC CONCERTS THAT WERE ATTENDED BY 11,064 PEOPLE, PLUS TWO SPECIAL CONCERTS THAT WERE ATTENDED BY 3,225 PEOPLE, FOR A TOTAL OF NEARLY 15,000 PEOPLE EXPERIENCING LIVE SYMPHONIC MUSIC THROUGHOUT THE SEASON. WHEN THE COVID-19 PANDEMIC FORCED US TO CANCEL OUR CONCERTS FROM MARCH THROUGH JUNE, WE PIVOITED TO DIGITAL OFFERINGS AND CREATED OUR VIRTUAL HUB. THE VIRTUAL HUB IS FILLED WITH FREE DIGITAL CONTENT RANGING FROM MUSIC EDUCATION VIDEOS, MUSICIAN RECITALS, AND ARCHIVED CONCERTS AND RADIO BROADCASTS. BY THE END OF THE SEASON, OUR VIRTUAL OFFERINGS REACHED OVER 46,000 PEOPLE. OUR DIVERSE RANGE OF REPERTOIRE, WHICH WE PERFORM AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE, CONTINUES TO ADVANCE OUR MISSION TO ENRICH LIVES THROUGH THE POWER OF MUSIC. WE STRIVE TO SERVE PEOPLE OF ALL AGES AND LEVELS OF EXPERIENCES WITHIN THE SIX-COUNTY REGION REPRESENTING 642,000 RESIDENTS. WE PROVIDED EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS THAT REACHED APPROXIMATELY 20,000 STUDENTS, TEACHERS, ADULTS, AND SENIORS. OUR SYMPHONIC CONCERTS SUPPORT NOT ONLY OUR 83 PART-TIME PROFESSIONAL MUSICIANS BUT PROVIDE OVER $2 MILLION IN REVENUE TO OUR COMMUNITY, THUS CONTRIBUTING TO ITS CONTINUED PROSPERITY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescTHE EUGENE SYMPHONY DEDICATES ITSELF TO MAINTAINING LOW-COST OR FREE ACCESS TO FAMILY, YOUTH AND ADULT MUSIC EXPERIENCES AND EDUCATIONAL PROGRAMMING. IN 2019/20, WE PROVIDED PROGRAMS THAT ENGAGED 68,800 STUDENTS, TEACHERS, ADULTS, AND SENIORS. OF THAT, 29,900 PEOPLE WERE REACHED THROUGH RADIO BROADCASTS AND 12,800 PEOPLE ENJOYED OUR FREE EUGENE SYMPHONY IN THE PARK CONCERT SERIES, PRESENTED IN EUGENE, COTTAGE GROVE, AND ROSEBURG. PER OUR COMMITMENT TO ACCESSIBILITY, WE WAIVED THE FEE FOR 2,591, OR 56% OF STUDENTS UNABLE TO AFFORD THE $5.00 TICKET TO OUR YOUTH CONCERTS. WE OFFERED A FREE VIRTUAL REBROADCAST OF OUR FOUR SEASONS OF THE MCKENZIE RIVER CONCERT THAT REACHED OVER 2,200 PEOPLE. WE FULFILLED OUR MISSION TO PROVIDE QUALITY MUSIC EDUCATION TO OUR COMMUNITY THROUGH THESE PERFORMANCES AND ACTIVITIES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,343,426TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document27IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee196EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members30GoverningBodyVotingMembersCnt
Independent Voting Member30IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonScott FreckPersonNm
Phone5416879487PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 W 8th 115AddressLine1Txt
CityEugeneCityNm
State AbbreviationORStateAbbreviationCd
ZIP97401ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Scott Freck
Executive Dir.40.000.00Yes (X)$122,715$0$6,054
Dave Pottinger
President5.000.00Yes (X)$0$0$0Yes (X)
Deborah Carver
Vice President4.000.00Yes (X)$0$0$0Yes (X)
Matthew McLaughlin
Secretary1.000.00Yes (X)$0$0$0Yes (X)
Zachary Blalack
Treasurer5.000.00Yes (X)$0$0$0Yes (X)
Warren Barnes
Director1.000.00$0$0$0Yes (X)
Harriet Cherry
Director1.000.00$0$0$0Yes (X)
Marc Carlson
Director1.000.00$0$0$0Yes (X)
Ashlee Cribb
Director1.000.00$0$0$0Yes (X)
Erin Dickinson
Director1.000.00$0$0$0Yes (X)
Raymond Englander
Director1.000.00$0$0$0Yes (X)
John Holmes
Director1.000.00$0$0$0Yes (X)
Dave Kammerer
Director1.000.00$0$0$0Yes (X)
Sarah Maggio
Director1.000.00$0$0$0Yes (X)
Jane Eyre McDonald
Director1.000.00$0$0$0Yes (X)
Trieber Meador
Director1.000.00$0$0$0Yes (X)
Arden Olson
Director1.000.00$0$0$0Yes (X)
Thomas Pettus-Czar
Director1.000.00$0$0$0Yes (X)
Mike Roscoe
Director1.000.00$0$0$0Yes (X)
Paul Roth
Director1.000.00$0$0$0Yes (X)
Doneka Scott
Director1.000.00$0$0$0Yes (X)
Matthew Shapiro
Director3.000.00$0$0$0Yes (X)
Suzanne Shapiro
Director1.000.00$0$0$0Yes (X)
Dunny Sorensen
Director1.000.00$0$0$0Yes (X)
Andrew Stiltner
Director1.000.00$0$0$0Yes (X)
Liz Tippett
Director1.000.00$0$0$0Yes (X)
Michael Vergamini
Director1.000.00$0$0$0Yes (X)
Jack Viscardi
Director1.000.00$0$0$0Yes (X)
Alicia Voorhees
Director1.000.00$0$0$0Yes (X)
Sean Wagoner
Director1.000.00$0$0$0Yes (X)
Connie Wonham
Director1.000.00$0$0$0Yes (X)
Juliet Bender
Director1.000.00$0$0$0Yes (X)
Judy England
Director1.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$122,715TotalReportableCompFromOrgAmt
Total Other Compensation$6,054TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$91,525FundraisingAmt
Related Organizations$270,163RelatedOrganizationsAmt
Government Grants$280,307GovernmentGrantsAmt
All Other Contributions$1,538,516AllOtherContributionsAmt
Total Contributions$2,180,511TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescProgram Service RevenueDesc
Total Revenue Column$657,679TotalRevenueColumnAmt
Related Or Exempt Func Income$657,679RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$657,679TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,554TotalRevenueColumnAmt
Exclusion$1,554ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$77,625FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$91,525ContriRptFundraisingEventAmt
Fundraising Direct Expenses$58,227FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,398TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Advertising$33,707$33,707
Other Income$130,937$130,937
FieldValueIRS element (for citing)
Other Revenue Total$164,644OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,023,786TotalRevenueColumnAmt
Related Or Exempt Func Income$788,616RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$33,707UnrelatedBusinessRevenueAmt
Exclusion$1,554ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$550,000TotalAmt
Program Services$550,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$126,339TotalAmt
Management And General$126,339ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,245,241TotalAmt
Program Services$1,027,962ProgramServicesAmt
Management And General$116,358ManagementAndGeneralAmt
Fundraising$100,921FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$55,315TotalAmt
Program Services$38,618ProgramServicesAmt
Management And General$16,239ManagementAndGeneralAmt
Fundraising$458FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$106,568TotalAmt
Program Services$81,538ProgramServicesAmt
Management And General$25,030ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,738TotalAmt
Management And General$25,738ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$130,918TotalAmt
Program Services$130,918ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,352TotalAmt
Program Services$2,812ProgramServicesAmt
Management And General$9,712ManagementAndGeneralAmt
Fundraising$1,828FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$217,942TotalAmt
Program Services$164,615ProgramServicesAmt
Management And General$53,327ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$17,021TotalAmt
Program Services$5,485ProgramServicesAmt
Management And General$11,083ManagementAndGeneralAmt
Fundraising$453FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$13,380TotalAmt
Program Services$576ProgramServicesAmt
Management And General$12,804ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,696TotalAmt
Program Services$1,040ProgramServicesAmt
Management And General$12,656ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Guest Conductors & Artists$186,251$186,251
Miscellaneous$143,678$71,362$31,444$40,872
Program$48,833$48,833
Equipment$22,686$9,890$12,796

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$40,037TotalAmt
Program Services$23,526ProgramServicesAmt
Management And General$16,511ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,957,995TotalAmt
Program Services$2,343,426ProgramServicesAmt
Management And General$470,037ManagementAndGeneralAmt
Fundraising$144,532FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$13,078BOYAmt
EOY$15,497EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$465,008BOYAmt
EOY$351,496EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$183,044BOYAmt
EOY$74,334EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,100BOYAmt
EOY$16,872EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$107,235BOYAmt
EOY$112,630EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$298,497LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$276,220LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$25,794BOYAmt
EOY$22,277EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$10,693BOYAmt
EOY$6,475EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$27,590BOYAmt
EOY$30,677EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$845,542BOYAmt
EOY$630,258EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$49,075BOYAmt
EOY$54,921EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$330,000BOYAmt
EOY$43,079EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$379,075BOYAmt
EOY$98,000EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$161,557BOYAmt
EOY$221,292EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$304,910BOYAmt
EOY$310,966EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$466,467BOYAmt
EOY$532,258EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$845,542BOYAmt
EOY$630,258EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$65,791ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,328,094CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,177,693CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,535,648CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,203,158CurrentTaxYearMinus1YearAmt
Current Tax Year$2,180,511CurrentTaxYearAmt
Total$7,425,104TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,252,866CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,238,118CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,027,456CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,006,901CurrentTaxYearMinus1YearAmt
Current Tax Year$866,241CurrentTaxYearAmt
Total$5,391,582TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,580,960CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,415,811CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,563,104CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,210,059CurrentTaxYearMinus1YearAmt
Current Tax Year$3,046,752CurrentTaxYearAmt
Total$12,816,686TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,809CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,200CurrentTaxYearMinus1YearAmt
Current Tax Year$10,008CurrentTaxYearAmt
Total$144,017TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$12,478CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$84,534CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$213,212CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$88,673CurrentTaxYearMinus1YearAmt
Current Tax Year$39,034CurrentTaxYearAmt
Total$437,931TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,478CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$117,534CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$249,021CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$118,873CurrentTaxYearMinus1YearAmt
Current Tax Year$49,042CurrentTaxYearAmt
Total$581,948TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$12,234,738PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$145CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year$840CurrentTaxYearMinus1YearAmt
Current Tax Year$1,554CurrentTaxYearAmt
Total$2,539TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$145CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year$840CurrentTaxYearMinus1YearAmt
Current Tax Year$1,554CurrentTaxYearAmt
Total$2,539TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,581,105CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,415,811CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,563,104CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,210,899CurrentTaxYearMinus1YearAmt
Current Tax Year$3,048,306CurrentTaxYearAmt
Total$12,819,225TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.95440PublicSupportCY509Pct
Public Support PY5090.89020PublicSupportPY509Pct
Investment Income CY0.00020InvestmentIncomeCYPct
Investment Income PY0.00010InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,894InvestmentCostOrOtherBasisAmt
Book Value$1,894BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$296,603InvestmentCostOrOtherBasisAmt
Depreciation$276,220DepreciationAmt
Book Value$20,383BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$22,277TotalBookValueLandBuildingsAmt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agrmt Prof Fundraising ActyfalseAgrmtProfFundraisingActyInd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Annual Gala AuctionEvent1Nm
Gross Receipts Event1$169,150GrossReceiptsEvent1Amt
Charitable Contri Event1$91,525CharitableContriEvent1Amt
Gross Revenue Event1$77,625GrossRevenueEvent1Amt
Non Cash Prizes Event1$4,707NonCashPrizesEvent1Amt
Rent Facility Costs Event1$4,341RentFacilityCostsEvent1Amt
Food And Beverage Event1$27,550FoodAndBeverageEvent1Amt
Entertainment Event1$6,203EntertainmentEvent1Amt
Other Direct Expenses Event1$15,426OtherDirectExpensesEvent1Amt
Gross Receipts Total$169,150GrossReceiptsTotalAmt
Charitable Contributions Tot$91,525CharitableContributionsTotAmt
Gross Revenue Total Events$77,625GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$4,707NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$4,341RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$27,550FoodAndBeverageTotalEventsAmt
Entertainment Total Events$6,203EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$15,426OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$58,227DirectExpenseSummaryEventsAmt
Net Income Summary$19,398NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Endow Fund of Eugene SymphonyBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 W 8th Ave Ste 115AddressLine1Txt
CityEugeneCityNm
State AbbreviationORStateAbbreviationCd
ZIP97401ZIPCd
FieldValueIRS element (for citing)
Recipient EIN930802257RecipientEIN
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$550,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Purpose Of GrantProgram SupportPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessThe 990 is reviewed by the treasurer & finance committee and the board votes to accept it. It is then available to anyone upon request.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsBoard members and staff are asked to sign a conflict of interest policy annually and agree to self-report any conflicts that may arise during the year.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementCompensation for top management officials and other officers or key employees is reviewed by the board annually and based on the national average obtained through annual data provided by the league of american orchestras.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesCompensation for top management officials and other officers or key employees is based on the national average obtained through data provided by the league of american orchestras.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableDocuments are available upon request at the Eugene Symphony Business Office, in the Finance Department.
Form 990, Part I, Line 6Volunteers assist in ushering at youth concerts, help with office projects, and serve on the Organization's board of directors.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Endowment Fund of the Eugene SymphonyBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 W 8th Ave Suite 115AddressLine1Txt
CityEugeneCityNm
State AbbreviationORStateAbbreviationCd
ZIP97401ZIPCd
FieldValueIRS element (for citing)
EIN930802257EIN
Primary ActivitiesSupportPrimaryActivitiesTxt
Legal Domicile StateORLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status12APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Endowment Fund of the Eugene SymphonyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypecTransactionTypeTxt
Involved$270,163InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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