EUGENE SYMPHONY ASSOCIATION INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
EUGENE SYMPHONY ASSOCIATION INC (EIN 93-0556298)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-14
IRS object ID
202001969349305305
Schema version
2018v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-14T17:12:15-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930819646PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JONES & ROTH PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 10086AddressLine1Txt
CityEUGENECityNm
State AbbreviationORStateAbbreviationCd
ZIP97440ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930556298EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EUGENE SYMPHONY ASSOCIATION INCBusinessNameLine1Txt
Business Name Line2EUGENE SYMPHONYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlEUGEBusinessNameControlTxt
Phone5416879487PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 W 8TH AVE STE 115AddressLine1Txt
CityEUGENECityNm
State AbbreviationORStateAbbreviationCd
ZIP97401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT FRECKPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5416879487PhoneNum
Signature2020-07-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRITZ S DUNCANPreparerPersonNm
PTINP00036435PTIN
Phone5416872320PhoneNum
Preparation2020-07-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.226.68.210IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-14IPDt
IP Tm17:12:15IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC9E21E635FBF3B49EFFC6769C6377F6DC1330F24AtSubmissionCreationDeviceId
At Submission Filing Device IdC9E21E635FBF3B49EFFC6769C6377F6DC1330F24AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSCOTT FRECKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 W 8TH AVE STE 115AddressLine1Txt
CityEUGENECityNm
State AbbreviationORStateAbbreviationCd
ZIP97401ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,576,345GrossReceiptsAmt
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 Body31VotingMembersGoverningBodyCnt
Voting Members Independent31VotingMembersIndependentCnt
Total Employee156TotalEmployeeCnt
Total Volunteers118TotalVolunteersCnt
Total Gross UBI$46,703TotalGrossUBIAmt
PY Contributions Grants$1,535,648PYContributionsGrantsAmt
CY Contributions Grants$1,508,068CYContributionsGrantsAmt
PY Program Service Revenue$934,023PYProgramServiceRevenueAmt
CY Program Service Revenue$855,186CYProgramServiceRevenueAmt
PY Investment Income$67PYInvestmentIncomeAmt
CY Investment Income$840CYInvestmentIncomeAmt
PY Other Revenue$74,191PYOtherRevenueAmt
CY Other Revenue$124,604CYOtherRevenueAmt
PY Total Revenue$2,543,929PYTotalRevenueAmt
CY Total Revenue$2,488,698CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,412,488PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,435,689CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$6,500PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$183,379CYTotalFundraisingExpenseAmt
PY Other Expenses$998,791PYOtherExpensesAmt
CY Other Expenses$1,032,943CYOtherExpensesAmt
PY Total Expenses$2,417,779PYTotalExpensesAmt
CY Total Expenses$2,468,632CYTotalExpensesAmt
PY Revenues Less Expenses$126,150PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$20,066CYRevenuesLessExpensesAmt
Total Assets BOY$809,897TotalAssetsBOYAmt
Total Assets EOY$845,542TotalAssetsEOYAmt
Total Liabilities BOY$377,098TotalLiabilitiesBOYAmt
Total Liabilities EOY$379,075TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$432,799NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$466,467NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
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$1,836,251ExpenseAmt
DescTHE EUGENE SYMPHONY PRODUCED NINE SYMPHONIC CONCERTS THAT WERE ATTENDED BY 21,000 PEOPLE, PLUS THREE SPECIAL CONCERTS THAT WERE ATTENDED BY 3,936 PEOPLE, FOR A TOTAL OF NEARLY 25,000 PEOPLE EXPERIENCING LIVE SYMPHONIC MUSIC THROUGHOUT THE SEASON. AN ADDITIONAL 46,000 WERE REACHED THROUGH SUBSEQUENT RADIO BROADCASTS. OUR DIVERSE RANGE OF REPERTOIRE, WHICH WE PERFORM AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE, CONTINUED TO ADVANCE OUR MISSION TO ENRICH LIVES THROUGH THE POWER OF MUSIC. WE STRIVE TO SERVE PEOPLE OF ALL AGES AND LEVELS OF EXPERIENCE WITHIN THE FOUR-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 EDUCATIONAL PROGRAMMING. WE PROVIDED PROGRAMS THAT REACHED 19,789 STUDENTS, TEACHERS, ADULTS, AND SENIORS. PER OUR COMMITMENT TO ACCESSIBILITY, WE WAIVED THE FEE FOR 2,920, OR 52% OF STUDENTS UNABLE TO AFFORD THE 5.00 TICKET TO OUR YOUTH CONCERTS. ALSO, WE REACHED NEARLY 8,500 PEOPLE IN OUR FREE EUGENE SYMPHONY IN THE PARK CONCERT SERIES, WHICH INCLUDED EUGENE AND COTTAGE GROVE. 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$1,836,251TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
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 StmtYes (true)IndependentAuditFinclStmtInd
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 OrganizationsfalseGrantsToOrganizationsInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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 Document18IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee156EmployeeCnt
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
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
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 Members31GoverningBodyVotingMembersCnt
Independent Voting Member31IndependentVotingMemberCnt
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 (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DAVE POTTINGER
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
DEBORAH CARVER
VICE PRESIDE4.00Yes (X)Yes (X)$0$0$0
MATTHEW MCLAUGHLIN
SECRETARY1.00Yes (X)Yes (X)$0$0$0
ZACHARY BLALACK
TREASURER5.00Yes (X)Yes (X)$0$0$0
WARREN BARNES
DIRECTOR1.00Yes (X)$0$0$0
HARRIET CHERRY
DIRECTOR1.00Yes (X)$0$0$0
MARC CARLSON
DIRECTOR1.00Yes (X)$0$0$0
ASHLEE CRIBB
DIRECTOR1.00Yes (X)$0$0$0
ERIN DICKINSON
DIRECTOR1.00Yes (X)$0$0$0
RAYMOND ENGLANDER
DIRECTOR1.00Yes (X)$0$0$0
JOHN HOLMES
DIRECTOR1.00Yes (X)$0$0$0
DAVE KAMMERER
DIRECTOR1.00Yes (X)$0$0$0
SARAH MAGGIO
DIRECTOR1.00Yes (X)$0$0$0
JANE EYRE MCDONALD
DIRECTOR1.00Yes (X)$0$0$0
TRIEBER MEADOR
DIRECTOR1.00Yes (X)$0$0$0
ARDEN OLSON
DIRECTOR1.00Yes (X)$0$0$0
THOMAS PETTUS-CZAR
DIRECTOR1.00Yes (X)$0$0$0
MIKE ROSCOE
DIRECTOR1.00Yes (X)$0$0$0
PAUL ROTH
DIRECTOR1.00Yes (X)$0$0$0
DONEKA SCOTT
DIRECTOR1.00Yes (X)$0$0$0
MATTHEW SHAPIRO
DIRECTOR3.00Yes (X)$0$0$0
SUZANNE SHAPIRO
DIRECTOR1.00Yes (X)$0$0$0
DUNNY SORENSEN
DIRECTOR1.00Yes (X)$0$0$0
ANDREW STILTNER
DIRECTOR1.00Yes (X)$0$0$0
LIZ TIPPETT
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL VERGAMINI
DIRECTOR1.00Yes (X)$0$0$0
JACK VISCARDI
DIRECTOR1.00Yes (X)$0$0$0
ALICIA VOORHEES
DIRECTOR1.00Yes (X)$0$0$0
SEAN WAGONER
DIRECTOR1.00Yes (X)$0$0$0
CONNIE WONHAM
DIRECTOR1.00Yes (X)$0$0$0
SCOTT FRECK
EXECUTIVE DI40.00Yes (X)$118,652$0$11,174
FieldValueIRS element (for citing)
Total Reportable Comp From Org$118,652TotalReportableCompFromOrgAmt
Total Other Compensation$11,174TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$96,905FundraisingAmt
Government Grants$40,328GovernmentGrantsAmt
All Other Contributions$1,370,835AllOtherContributionsAmt
Noncash Contributions$7,770NoncashContributionsAmt
Total Contributions$1,508,068TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE REVENUEDesc
Total Revenue Column$855,186TotalRevenueColumnAmt
Related Or Exempt Func Income$855,186RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$855,186TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$840TotalRevenueColumnAmt
Related Or Exempt Func Income$840RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$111,578FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$96,905ContriRptFundraisingEventAmt
Fundraising Direct Expenses$87,647FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,931TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtBusinessBusinessCdUnrelated Business RevenueUnrelatedBusinessRevenueAmt
OTHER INCOME$53,970$53,970
ADVERTISING$46,703511120$46,703
FieldValueIRS element (for citing)
Other Revenue Total$100,673OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,488,698TotalRevenueColumnAmt
Related Or Exempt Func Income$909,996RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$46,703UnrelatedBusinessRevenueAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$139,366TotalAmt
Management And General$139,366ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,163,480TotalAmt
Program Services$950,289ProgramServicesAmt
Management And General$95,376ManagementAndGeneralAmt
Fundraising$117,815FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$31,959TotalAmt
Program Services$21,743ProgramServicesAmt
Management And General$5,645ManagementAndGeneralAmt
Fundraising$4,571FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$100,884TotalAmt
Program Services$74,807ProgramServicesAmt
Management And General$17,422ManagementAndGeneralAmt
Fundraising$8,655FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$27,886TotalAmt
Management And General$27,886ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$142,652TotalAmt
Program Services$142,652ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$24,531TotalAmt
Program Services$2,645ProgramServicesAmt
Management And General$12,205ManagementAndGeneralAmt
Fundraising$9,681FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$300,375TotalAmt
Program Services$247,552ProgramServicesAmt
Management And General$52,823ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,874TotalAmt
Program Services$6,883ProgramServicesAmt
Management And General$712ManagementAndGeneralAmt
Fundraising$279FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$21,328TotalAmt
Program Services$576ProgramServicesAmt
Management And General$20,752ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,768TotalAmt
Program Services$5,703ProgramServicesAmt
Management And General$7,065ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
GUEST CONDUCTORS & ARTIST$169,809$169,809
MISCELLANEOUS$162,918$97,951$22,589$42,378
PROGRAM$67,284$67,284
RECRUITMENT EXPENSE$23,854$23,854

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$71,664TotalAmt
Program Services$48,357ProgramServicesAmt
Management And General$23,307ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,468,632TotalAmt
Program Services$1,836,251ProgramServicesAmt
Management And General$449,002ManagementAndGeneralAmt
Fundraising$183,379FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$59,822BOYAmt
EOY$13,078EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$281,723BOYAmt
EOY$465,008EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$184,177BOYAmt
EOY$183,044EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$117,275BOYAmt
EOY$13,100EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$86,271BOYAmt
EOY$107,235EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$292,852LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$267,058LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$45,863BOYAmt
EOY$25,794EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$9,972BOYAmt
EOY$10,693EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$24,794BOYAmt
EOY$27,590EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$809,897BOYAmt
EOY$845,542EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$37,098BOYAmt
EOY$49,075EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$340,000BOYAmt
EOY$330,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$377,098BOYAmt
EOY$379,075EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$256,299BOYAmt
EOY$161,557EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$176,500BOYAmt
EOY$304,910EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$432,799BOYAmt
EOY$466,467EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$809,897BOYAmt
EOY$845,542EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$20,066ReconcilationRevenueExpnssAmt
Prior Period Adjustments$13,602PriorPeriodAdjustmentsAmt
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$1,234,244CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,328,094CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,177,693CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,535,648CurrentTaxYearMinus1YearAmt
Current Tax Year$1,203,158CurrentTaxYearAmt
Total$6,478,837TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,016,827CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,252,866CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,238,118CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,027,456CurrentTaxYearMinus1YearAmt
Current Tax Year$1,006,901CurrentTaxYearAmt
Total$5,542,168TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,251,071CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,580,960CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,415,811CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,563,104CurrentTaxYearMinus1YearAmt
Current Tax Year$2,210,059CurrentTaxYearAmt
Total$12,021,005TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$390,800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$241,319CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$198,600CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$363,497CurrentTaxYearMinus1YearAmt
Current Tax Year$125,200CurrentTaxYearAmt
Total$1,319,416TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$390,800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$241,319CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$198,600CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$363,497CurrentTaxYearMinus1YearAmt
Current Tax Year$125,200CurrentTaxYearAmt
Total$1,319,416TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$10,701,589PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-$122CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$145CurrentTaxYearMinus3YearsAmt
Current Tax Year$840CurrentTaxYearAmt
Total$863TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-$122CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$145CurrentTaxYearMinus3YearsAmt
Current Tax Year$840CurrentTaxYearAmt
Total$863TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,250,949CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,581,105CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,415,811CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,563,104CurrentTaxYearMinus1YearAmt
Current Tax Year$2,210,899CurrentTaxYearAmt
Total$12,021,868TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.89020PublicSupportCY509Pct
Public Support PY5090.87780PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$292,852OtherCostOrOtherBasisAmt
Depreciation$267,058DepreciationAmt
Book Value$25,794BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$25,794TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$2,521,781TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$33,083DonatedServicesAndUseFcltsAmt
Revenue Not Reported$33,083RevenueNotReportedAmt
Revenue Subtotal$2,488,698RevenueSubtotalAmt
Total Revenue Per Form990$2,488,698TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,501,715TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$33,083DonatedServicesUseFcltsAmt
Expenses Not Reported$33,083ExpensesNotReportedAmt
Expenses Subtotal$2,468,632ExpensesSubtotalAmt
Total Expenses Per Form990$2,468,632TotalExpensesPerForm990Amt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Licensed StatesORLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL GALA AUCEvent1Nm
Gross Receipts Event1$208,483GrossReceiptsEvent1Amt
Charitable Contri Event1$96,905CharitableContriEvent1Amt
Gross Revenue Event1$111,578GrossRevenueEvent1Amt
Non Cash Prizes Event1$15,918NonCashPrizesEvent1Amt
Rent Facility Costs Event1$28,331RentFacilityCostsEvent1Amt
Entertainment Event1$6,000EntertainmentEvent1Amt
Other Direct Expenses Event1$37,398OtherDirectExpensesEvent1Amt
Gross Receipts Total$208,483GrossReceiptsTotalAmt
Charitable Contributions Tot$96,905CharitableContributionsTotAmt
Gross Revenue Total Events$111,578GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$15,918NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$28,331RentFcltyCostsTotalEventsAmt
Entertainment Total Events$6,000EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$37,398OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$87,647DirectExpenseSummaryEventsAmt
Net Income Summary$23,931NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, PART I, LINE 6VOLUNTEERS ASSIST IN USHERING AT YOUTH CONCERTS, HELP WITH OFFICE PROJECTS, AND SERVE ON THE ORGANIZATION'S BOARD OF DIRECTORS.
FORM 990, PAGE 2, PART III, LINE 4ATHE EUGENE SYMPHONY PRODUCED NINE SYMPHONIC CONCERTS THAT WERE ATTENDED BY 21,000 PEOPLE, PLUS THREE SPECIAL CONCERTS THAT WERE ATTENDED BY 3,936 PEOPLE, FOR A TOTAL OF NEARLY 25,000 PEOPLE EXPERIENCING LIVE SYMPHONIC MUSIC THROUGHOUT THE SEASON. AN ADDITIONAL 46,000 WERE REACHED THROUGH SUBSEQUENT RADIO BROADCASTS. OUR DIVERSE RANGE OF REPERTOIRE, WHICH WE PERFORM AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE, CONTINUED TO ADVANCE OUR MISSION TO ENRICH LIVES THROUGH THE POWER OF MUSIC. WE STRIVE TO SERVE PEOPLE OF ALL AGES AND LEVELS OF EXPERIENCE WITHIN THE FOUR-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.
FORM 990, PAGE 6, PART VI, LINE 11BTHE FINANCE DIRECTOR FIRST REVIEWS THE RETURN. THEN THE BOARD TREASURER AND THE EXECUTIVE DIRECTOR REVIEW THE RETURN.
FORM 990, PAGE 6, PART VI, LINE 12CTHE CONFLICT OF INTEREST POLICY IS MONITORED THROUGH THE ORGANIZATION'S BYLAWS. EACH NEWLY APPOINTED BOARD MEMBER IS GIVEN A COPY OF THE WRITTEN BYLAWS UPON BECOMING A MEMBER. ARTICLE 16.1 OF THE BYLAYS STATES THAT A TRANSACTION WITH THE ASSOCIATION IN WHICH A DIRECTOR OF THE ASSOCIATION HAS A DIRECT OR INDIRECT INTERST IS NOT VOIDABLE BY THE ASSOCIATION SOLEY BECAUSE OF THE DIRECTOR'S INTEREST IN THE TRANSACTION IS EITHER (1) THE MATERIAL FACTS OF THE TRANSACTION AND THE DIRECTOR'S INTEREST WERE DISCLOSED OR KNOWN TO THE BOARD OF DIRECTORS OR A COMMITTEE OF THE BOARD OF DIRECTORS, AND THE BOARD OF DIRECTORS OR COMMITTEE AUTHORIZED, APPROVED OR RATIFIED THE TRANSACTION; OR (2) THE TRANSACTION WAS FAIR TO THE ASSOCIATION. AUTHORIZATION, APPROVAL OR RATIFICATION OFFERS IF A MAJORITY OF THE DIRECTORS ON THE BOARD OF DIRECTORS OR ON THE COMMITTEE, WHO HAVE NO DIRECT OR INDIRECT INTEREST IN THE TRANSACTION VOTE TO AUTHORIZE. THE ORGANIZATION HAS A TRANSPARENT RELATIONSHIP WITH ALL BOARD MEMBERS. IF ANY CONFLICT WERE TO ARISE, IT WOULD BE DISCLOSED ALMOST IMMEDIATELY.
FORM 990, PAGE 6, PART VI, LINE 15ACOMPENSATION FOR TOP MANAGEMENT OFFICIALS AND OTHER OFFICERS OR KEY EMPLOYEES IS BASED ON NATIONAL AVERAGES OBTAINED THROUGH DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS.
FORM 990, PAGE 6, PART VI, LINE 15BCOMPENSATION 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, PAGE 6, PART VI, LINE 19DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE EUGENE SYMPHONY BUSINESS OFFICE, IN THE FINANCE DEPARTMENT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ENDOWMENT FUND OF EUG 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 Section501C3ExemptCodeSectionTxt
Public Charity Status12APublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
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 EUG SYMPHONYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$365,254InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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