OREGON SYMPHONY ASSOCIATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OREGON SYMPHONY ASSOCIATION (EIN 93-0446527)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-13
- IRS object ID
- 201903179349307950
- Schema version
- 2018v3.1
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T15:46:42-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2019-11-06 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.204.228.78 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-06 | IPDt |
| IP Tm | 17:46:35 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 74491F6242E16BD51F1AF62EF83EA0F361E95DED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | 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 | $22,605,884 | 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 | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 369 | TotalEmployeeCnt |
| Total Volunteers | 197 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $75,523 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,683,486 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,488,429 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,157,845 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,825,388 | CYProgramServiceRevenueAmt |
| PY Investment Income | $309,364 | PYInvestmentIncomeAmt |
| CY Investment Income | $250,409 | CYInvestmentIncomeAmt |
| PY Other Revenue | $289,846 | PYOtherRevenueAmt |
| CY Other Revenue | $303,452 | CYOtherRevenueAmt |
| PY Total Revenue | $25,440,541 | PYTotalRevenueAmt |
| CY Total Revenue | $21,867,678 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $30,554 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,818,722 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,596,874 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,047,131 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,874,242 | PYOtherExpensesAmt |
| CY Other Expenses | $8,227,943 | CYOtherExpensesAmt |
| PY Total Expenses | $19,702,964 | PYTotalExpensesAmt |
| CY Total Expenses | $19,855,371 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,737,577 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,012,307 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,323,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,725,331 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,738,810 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,493,887 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,584,857 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,231,444 | 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 | $15,499,617 | ExpenseAmt |
| Grant | $30,554 | GrantAmt |
| Revenue | $9,825,388 | RevenueAmt |
| Desc | THE OREGON SYMPHONY'S 2018/19 SEASON CONTINUED OUR COMMITMENT TO ARTISTIC ACHIEVEMENT, COMMUNITY RELEVANCE, AND FINANCIAL STRENGTH. OUR WORK IS BASED ON THE CORE TENET THAT THE ARTS HAVE INCREDIBLE POWER TO UNITE, INSPIRE, EDUCATE AND HEAL. WE BRING THIS POWER TO NEW PEOPLE IN OUR COMMUNITIES IN CREATIVE AND MEANINGFUL WAYS, BOTH ON OUR STAGE AND OFF, AND WE STRENGTHEN OUR COMMUNITY THROUGH DIVERSITY AND PARTNERSHIP. WE ARE PROUD TO SHARE THIS YEAR'S SUCCESSES AND CHALLENGES AS WE STRIVE TO REACH NEW ARTISTIC HEIGHTS, AND DEEPER LEVELS OF RELEVANCE TO OUR COMMUNITY EVER MOVING MUSIC FORWARD.INNOVATING ONSTAGETHE 2018/19 SEASON FURTHERED OUR BOLD ARTISTIC VISION, BRINGING TO OUR COMMUNITY OUTSTANDING ARTISTIC EXPERIENCES ACROSS A WIDE DIVERSITY OF GENRES. WE DEBUTED MULTIMEDIA PRODUCTIONS, COMMISSIONED AND PREMIERED NEW ORCHESTRAL WORKS, AND CONNECTED WITH OUR COMMUNITY IN THE CONCERT HALL THROUGH SHARED ARTISTIC EXPERIENCES. THE SEASON WAS ANCHORED BY SOUNDSTORIES, OUR LATEST MULTIMEDIA CONCERT SERIES THAT CELEBRATED THE POWER OF STORYTELLING IN MUSIC. IN OUR MID-YEAR REPORT, WE DETAILED THE SUCCESS OF PETRUSHKA, ITS FIRST INSTALLMENT. IN FEBRUARY, WE PRESENTED THE SECOND INSTALLMENT: HUMPERDINCK'S OPERA HANSEL & GRETEL FEATURING EMMY AWARD-WINNING PERFORMANCE COLLECTIVE MANUAL CINEMA. AS THE AUDIENCE EXPERIENCED THE CLASSIC FOLK TALE THROUGH HUMPERDINCK'S BEAUTIFUL SCORE, THEY FOLLOWED THE STORY THROUGH CAPTIVATING IMAGERY PRODUCED BY MANUAL CINEMA'S USE OF DIVERSE STAGING TECHNIQUES INCLUDING LIVE ACTORS, SHADOW PUPPETRY, VINTAGE OVERHEAD PROJECTORS, AND VIDEO PROJECTION. ORIGINALLY DEVELOPED FOR THE ROYAL OPERA HOUSE IN BRUSSELS, THIS PERFORMANCE WAS THE PRODUCTION'S U.S. PREMIERE.THE SOUNDSTORIES SERIES CONCLUDED IN MAY, WITH A PERFORMANCE OF GRIEG'S PEER GYNT FEATURING PAINTINGS AND ANIMATION FROM GERMAN DESIGNER ALEXANDER POLZIN. ALSO RECEIVING ITS U.S. PREMIERE, THIS PRODUCTION USED ABSTRACT IMAGERY PROJECTED BEHIND THE ORCHESTRA TO REPRESENT PEER GYNT'S INTERNAL STRUGGLES AND EMOTIONS AS HIS EPIC JOURNEY UNFOLDS. NOT ONLY DID SOUNDSTORIES OFFER INNOVATIVE COMBINATIONS OF MUSICAL AND VISUAL STORYTELLING, BUT THE STORYTELLING THEME ALSO PROVIDED A TOUCHSTONE THROUGHOUT OUR SEASON, USING MUSIC AS A WAY OF FORGING CONNECTIONS BETWEEN AUDIENCE MEMBERS AND MUSICIANS. GUEST ARTISTS LIKE STORM LARGE AND GOSPEL CHRISTMAS CHOIR SOLOIST ALONZO CHADWICK SHARED MOVING PERSONAL STORIES OF HOW MUSIC ENRICHES THEIR LIVES. IN THE CONCERT HALL AND ON SOCIAL MEDIA, PEOPLE SHARED STORIES OF THEIR TREASURED MUSICAL MEMORIES, SPECIAL BONDS FORGED THROUGH A SHARED LOVE OF MUSIC, AND HOW MUSIC SHAPES THEIR STORY. WE RECEIVED RESPONSES IN DIVERSE LANGUAGES FROM PEOPLE AGED EIGHT TO EIGHTY UNDERSCORING THE DIVERSITY OF OUR AUDIENCE AND DEEPENING OUR ENGAGEMENT WITH THE COMMUNITY THROUGH THE SHARED EXPERIENCE OF MUSIC. WE CONTINUED OUR COMMITMENT TO SHOWCASE A BREADTH OF ORCHESTRAL VOICES, PRESENTING RARELY PROGRAMMED CLASSICAL WORKS AND NEWLY COMMISSIONED PIECES. OVER 20% OF THE PIECES ON OUR 2018/19 CLASSICAL SERIES WERE BY LIVING COMPOSERS, COMPARED TO AN AVERAGE OF JUST 4% FOR AMERICAN ORCHESTRAS. IN MARCH WE PERFORMED THE WORLD PREMIERE OF DRUM CIRCLES, A CONCERTO FOR PERCUSSION ENSEMBLE THAT WE COMMISSIONED FROM AMERICAN COMPOSER CHRISTOPHER THEOFANIDIS. REVIEWS FOR THE PIECE WERE GLOWING, CALLING THE PERFORMANCE "DRAMATIC AND COMPELLING AND A "TRULY MEMORABLE EXPERIENCE." TWO LESSER-KNOWN 20TH CENTURY WORKS WERE RECORDED FOR FUTURE RELEASE ON CD; BERND ALOIS ZIMMERMAN'S SATIRICAL MUSIC FOR THE SUPPERS OF KING UBU, AND KURT WEILL'S THE SEVEN DEADLY SINS FEATURING PORTLAND CHANTEUSE STORM LARGE. IN THIS WAY, WE ARE HELPING TO PRESERVE AND ADVANCE THE RICH AND VARIED ART OF ORCHESTRAL PERFORMANCE BEYOND THE RECOGNIZED CLASSICS.WE BRING WORLD-RENOWNED ARTISTS TO OUR STAGE, MANY OF DIVERSE BACKGROUNDS. ON THE CLASSICAL SIDE, ARTISTS INCLUDING SPANISH GUITARIST PABLO VILLEGAS, PIANISTS MARC-ANDR HAMELIN AND EMANUEL AX, AND VIOLINIST SIMONE LAMSMA BROUGHT THEIR STUNNING ARTISTRY TO OUR COMMUNITY. BASSIST EDGAR MEYER PERFORMED HIS BASS CONCERTO NO. 3 ALONGSIDE WILLIAM GRANT STILL'S LANDMARK AFRO-AMERICAN SYMPHONY, BOTH OREGON SYMPHONY DEBUT PERFORMANCES. WE ALSO GAVE OUR FIRST PERFORMANCE OF UNSUK CHIN'S STUNNING VIOLIN CONCERTO, FEATURING VIOLINIST VIVIANE HAGNER. WE LOOK FORWARD TO CONTINUING TO PROGRAM WORKS BY WOMEN COMPOSERS AND COMPOSERS OF COLOR, AS WELL AS WELCOMING GUEST ARTISTS FROM DIVERSE BACKGROUNDS TO OUR STAGE, AS PART OF OUR COMMITMENT TO ONSTAGE REPRESENTATION OF HISTORICALLY UNDERREPRESENTED GROUPS.THROUGH OUR SPECIALS AND PRESENTATIONS PROGRAMMING, WE CONNECT THE SYMPHONY TO AUDIENCES WITH AN AFFINITY TO GENRES BEYOND CLASSICAL, FREQUENTLY DRAWING LARGE AUDIENCES DIVERSE IN AGE, GEOGRAPHIC LOCATION, AND RACIAL/ETHNIC BACKGROUND. CONCERTS IN THE SECOND HALF OF THE SEASON INCLUDED SOLD-OUT EVENINGS WITH BROADWAY'S HAMILTON STAR LESLIE ODOM JR AND MOTOWN LEGEND SMOKEY ROBINSON, STAND OUT PERFORMERS FROM THE MONTEREY JAZZ FESTIVAL, JAPANESE TAIKO DRUMMING TROUPE KODO, AND R&B STARS BOYZ II MEN. WE WERE HONORED TO GIVE THE WORLD PREMIERE OF CORALINE IN CONCERT, CELEBRATING THE FILM'S 10TH ANNIVERSARY WITH PORTLAND'S LANDMARK ANIMATION STUDIO LAIKA. CORALINE JOINED PERFORMANCES OF AMADEUS AND THE THIRD HARRY POTTER FILM IN SELLING OUT THE HALL, CONTINUING THE SYMPHONY'S SUCCESSFUL RUN OF MOVIE SCREENINGS FEATURING A LIVE PERFORMANCE OF THE SCORE.FURTHERING OUR COMMITMENT TO THE LIVING ART OF ORCHESTRAL MUSIC, WE PILOTED AN EMERGING COMPOSERS WORKSHOP IN APRIL. THE EVENT PROVIDED AN OPPORTUNITY FOR STUDENT COMPOSERS TO HAVE A WORK REHEARSED AND WORKSHOPPED IN A DEDICATED ORCHESTRAL READING SESSION WITH THE FULL OREGON SYMPHONY. ALL COMPOSERS WHO PARTICIPATED IN THE WORKSHOP ARE STUDENTS AT OREGON UNIVERSITIES, ALL ARE WOMEN, AND TWO-THIRDS ARE WOMEN OF COLOR; WE WERE ESPECIALLY PLEASED TO MAKE THIS RARE AND VALUABLE RESOURCE AVAILABLE TO ASPIRING COMPOSERS FROM GROUPS THAT HAVE BEEN HISTORICALLY UNDER-REPRESENTED. THIS IS ONE WAY THAT WE USE OUR ORGANIZATIONAL RESOURCES TO SUPPORT NEW AND DIVERSE VOICES WITHIN THE ORCHESTRA FIELD.INVESTING IN COMMUNITYIN DEEP PARTNERSHIP WITH OUR SCHOOL SYSTEMS AND COMMUNITY-SERVING ORGANIZATIONS, THE OREGON SYMPHONY DEVELOPS MORE THAN 230 EVENTS EACH YEAR THAT MEET THE NEEDS OF OUR COMMUNITY MEMBERS THROUGH MUSIC AND CREATIVE EXPRESSION. THIS WORK IS AN ESSENTIAL PART OF OUR MISSION, AND IS HOW WE MAINTAIN DEEP RELEVANCE TO OUR GREATER REGION. WE ARE COMMITTED TO FOSTERING EQUITABLE ACCESS TO ARTS AND CULTURE.THIS YEAR MORE THAN 28,000 CHILDREN WERE ABLE TO PARTICIPATE IN MUSIC THROUGH THE OREGON SYMPHONY. WE PARTNERED WITH 54 SCHOOLS ACROSS FIVE COUNTIES TO PROVIDE A MUSIC EDUCATION CURRICULUM THROUGH CARNEGIE HALL'S LINK UP PROGRAM. NOW IN ITS FOURTH YEAR, LINK UP INSPIRED NEARLY 8,000 CHILDREN IN GRADES 3-5 TO LEARN SONGS ON THE RECORDER THAT THEY LATER PERFORMED ALONG WITH THE OREGON SYMPHONY ACROSS THREE CULMINATING CONCERTS IN THE ARLENE SCHNITZER CONCERT HALL. OUR YOUNG PEOPLE'S CONCERTS BROUGHT 7,000 STUDENTS IN GRADES 3-8 TO INTERACTIVE ORCHESTRA CONCERTS IN PORTLAND AND SALEM, REACHING STUDENTS ACROSS SEVEN COUNTIES. FOR OUR YOUNGEST STUDENTS, KINDERKONZERTS FEATURING SMALL ENSEMBLES OF OREGON SYMPHONY MUSICIANS GAVE IN-SCHOOL PERFORMANCES FOR MORE THAN 9,000 STUDENTS IN GRADES K-2. OF THE STUDENTS SERVED IN THESE PROGRAMS, 16,000 PARTICIPATED FOR FREE DUE TO THEIR ENROLLMENT IN A TITLE 1 SCHOOL OR A FEDERAL FREE/REDUCED LUNCH PROGRAM. BEYOND REMOVING COST BARRIERS TO PARTICIPATION IN THE ARTS, WE ALSO CREATED SPECIAL ADAPTIVE OPPORTUNITIES FOR STUDENTS WITH SPECIAL NEEDS TO PARTICIPATE. EXAMPLES INCLUDE PROVIDING SEPARATE SPACE FOR NEURO-ATYPICAL YOUTH TO EXPERIENCE PROGRAMMING IN A COMFORTABLE ENVIRONMENT AND PLANNING FOR AN ADAPTIVE CONCERT EXPERIENCE FOR DEAF/HARD OF HEARING STUDENTS THAT WILL TAKE PLACE DURING OUR UPCOMING SEASON.WE CONTINUED TO BUILD ON OUR NONPROFIT PARTNERSHIPS TO BRING MUSIC TO ISOLATED COMMUNITY MEMBERS. WE EXPANDED OUR BROADCAST INITIATIVE, REACHING COMMUNITIES OUTSIDE THE HALL VIA ALL CLASSICAL PORTLAND, AND OVER 20 MILLION LISTENERS ACROSS THE GLOBE THROUGH BROADCASTS VIA AMERICAN PUBLIC MEDIA. IN APRIL, WE WERE PROUD TO PRESENT THE SECOND ANNUAL LULLABY PROJECT COMMUNITY CONCERT, FEATURING ORIGINAL LULLABIES BY EIGHT MOTHERS EXPERIENCING HOUSING INSECURITY. IN PARTNERSHIP WITH PORTLAND HOMELESS FAMILY SOLUTIONS, THE MOTHERS WORKED WITH PROFESSIONAL SINGER-SONGWRITERS AND OREGON SYMPHONY MUSICIANS TO CREATE AND PERFORM SONGS EXPRESSING THEIR HOPES FOR THEIR CHILDREN. THE PROGRAM PROMOTES MATERNAL HEALTH AND PARENT-CHILD BONDING FOR FAMILIES IN DIFFICULT CIRCUMSTANCES, AS WELL AS HEALING AFFIRMATION FOR THESE MOTHERS. WE ARE EXCITED TO DEEPEN THIS PARTNERSHIP AS PHFS PREPARES TO OPEN A NEW SHELTER IN SE PORTLAND'S LENTS NEIGHBORHOOD WHERE WE WILL HELP FACILITATE REGULAR MUSIC-BASED PROGRAMMING FOR FAMILIES. | Desc |
| Total Program Service Expenses | $15,499,617 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 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 (42 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 | ||
| WALTER E WEYLER | ||||||||
| VICE CHAIR | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE HARRIS | ||||||||
| TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NANCY HALES | ||||||||
| SECRETARY | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JERRY HULSMAN | ||||||||
| BOARD MEMBER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM EARLY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| COURTNEY ANGELI | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD 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 | |||
| EVE CALLAHAN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CLIFF DEVENEY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN DRINKWARD | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG EWER | ||||||||
| MUSICIAN/BOARD MEMBER | 35.00 | Yes (X) | $48,293 | $0 | $23,653 | |||
| LAUREN FOX | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBYN GASTINEAU | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SUZANNE GEARY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RALPH HAMM | ||||||||
| 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 | |||
| RICK HINKES | ||||||||
| 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 | |||
| JUDY HUMMELT | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GRADY JURRENS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GERRI KARETSKY | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTEN KERNS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS M LAUDERDALE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA LONG | ||||||||
| MUSICIAN/BOARD MEMBER | 35.00 | Yes (X) | $75,585 | $0 | $12,235 | |||
| PRISCILLA LONGFIELD | ||||||||
| 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 | |||
| JAMES SHIELDS | ||||||||
| MUSICIAN/BOARD MEMBER | 35.00 | Yes (X) | $73,253 | $0 | $12,407 | |||
| LARRY VOLLUM | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DERALD WALKER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK WILBORN | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANN YOUNG | ||||||||
| EX OFFICIO BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | 10.00 | ||
| SCOTT SHOWALTER | ||||||||
| PRESIDENT/CEO | 60.00 | Yes (X) | $371,771 | $0 | $12,651 | 5.00 | ||
| JANET PLUMMER | ||||||||
| CFOO | 60.00 | Yes (X) | $151,742 | $0 | $17,701 | 10.00 | ||
| SARAH KWAK | ||||||||
| CONCERTMASTER | 35.00 | $178,764 | $0 | $11,265 | Yes (X) | |||
| ELLEN BUSSING | ||||||||
| VP DEVELOPMENT | 55.00 | $153,049 | $0 | $10,011 | Yes (X) | |||
| STEVE WENIG | ||||||||
| VP & GM | 55.00 | $108,204 | $0 | $21,423 | 5.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,160,661 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $121,346 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PORTLAND 5 CENTER FOR THE ARTS | |||||
| 1037 SW BROADWAY | PORTLAND | OR | 97205 | CONCERT HALL | $1,431,085 |
| SELDY CRAMER INC | |||||
| 601 VAN NESS AVE 15 | SAN FRANCISCO | CA | 94102 | ARTIST FEES | $389,454 |
| ALCO PROPERTIES DBA PITTOCK BLOCK LLC | |||||
| 921 SW WASHINGTON STE 100 | PORTLAND | OR | 97205 | OFFICE LEASE | $242,998 |
| DOCUMART COPIES & PRINTING | |||||
| 3310 NW YEON | PORTLAND | OR | 97210 | PRINTING COMPANY | $151,473 |
| OREGONIAN PUBLISHING CO LLC DBA OREGONI | |||||
| DEPT 77571 PO BOX 77000 | DETROIT | OR | 48277 | ADVERTISING | $148,267 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $902,809 | FundraisingAmt |
| Government Grants | $645,579 | GovernmentGrantsAmt |
| All Other Contributions | $9,940,041 | AllOtherContributionsAmt |
| Noncash Contributions | $107,128 | NoncashContributionsAmt |
| Total Contributions | $11,488,429 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCERT TICKET & FEES | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $9,825,388 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,825,388 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,825,388 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $188,373 | TotalRevenueColumnAmt |
| Exclusion | $188,373 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $758 | TotalRevenueColumnAmt |
| Exclusion | $758 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $664,517 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $602,481 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,036 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,036 | TotalRevenueColumnAmt |
| Exclusion | $62,036 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $323,500 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $902,809 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $135,725 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $187,775 | TotalRevenueColumnAmt |
| Exclusion | $187,775 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $114,939 | $114,939 |
| TRANSFER TO OSF | 900099 | -$20 | -$20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $114,919 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,867,678 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,825,388 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $553,861 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,554 | TotalAmt |
| Program Services | $30,554 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $817,738 | TotalAmt |
| Program Services | $610,730 | ProgramServicesAmt |
| Management And General | $160,533 | ManagementAndGeneralAmt |
| Fundraising | $46,475 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,815,652 | TotalAmt |
| Program Services | $5,741,442 | ProgramServicesAmt |
| Management And General | $1,603,609 | ManagementAndGeneralAmt |
| Fundraising | $470,601 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,257 | TotalAmt |
| Program Services | $307,519 | ProgramServicesAmt |
| Management And General | $61,810 | ManagementAndGeneralAmt |
| Fundraising | $12,928 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,696,398 | TotalAmt |
| Program Services | $1,456,863 | ProgramServicesAmt |
| Management And General | $189,991 | ManagementAndGeneralAmt |
| Fundraising | $49,544 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $884,829 | TotalAmt |
| Program Services | $684,925 | ProgramServicesAmt |
| Management And General | $151,287 | ManagementAndGeneralAmt |
| Fundraising | $48,617 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,459 | TotalAmt |
| Management And General | $50,459 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,124 | TotalAmt |
| Management And General | $61,124 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $372,533 | TotalAmt |
| Program Services | $216,124 | ProgramServicesAmt |
| Management And General | $140,855 | ManagementAndGeneralAmt |
| Fundraising | $15,554 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $789,883 | TotalAmt |
| Program Services | $789,540 | ProgramServicesAmt |
| Fundraising | $343 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $998,513 | TotalAmt |
| Program Services | $526,233 | ProgramServicesAmt |
| Management And General | $337,299 | ManagementAndGeneralAmt |
| Fundraising | $134,981 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $908,602 | TotalAmt |
| Program Services | $695,673 | ProgramServicesAmt |
| Management And General | $159,327 | ManagementAndGeneralAmt |
| Fundraising | $53,602 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,919 | TotalAmt |
| Program Services | $19,919 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,105 | TotalAmt |
| Program Services | $21,182 | ProgramServicesAmt |
| Management And General | $29,006 | ManagementAndGeneralAmt |
| Fundraising | $29,917 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,783 | TotalAmt |
| Program Services | $64,356 | ProgramServicesAmt |
| Management And General | $52,558 | ManagementAndGeneralAmt |
| Fundraising | $13,869 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,119 | TotalAmt |
| Program Services | $16,119 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GUEST ARTISTS | $2,716,274 | $2,716,274 | ||
| OTHER PRODUCTION EXPENS | $960,128 | $960,128 | ||
| CONTRACT LABOR | $641,400 | $504,365 | $129,779 | $7,256 |
| DONOR CAMPAIGN EXPENSE | $144,169 | $144,169 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,932 | TotalAmt |
| Program Services | $137,671 | ProgramServicesAmt |
| Management And General | $180,986 | ManagementAndGeneralAmt |
| Fundraising | $19,275 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,855,371 | TotalAmt |
| Program Services | $15,499,617 | ProgramServicesAmt |
| Management And General | $3,308,623 | ManagementAndGeneralAmt |
| Fundraising | $1,047,131 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,729,395 | BOYAmt |
| EOY | $6,425,475 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,164,721 | BOYAmt |
| EOY | $5,710,760 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,616 | BOYAmt |
| EOY | $458,356 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,249 | BOYAmt |
| EOY | $692,067 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,884,680 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $958,166 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $983,525 | BOYAmt |
| EOY | $926,514 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,532,834 | BOYAmt |
| EOY | $11,610,334 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $863,327 | BOYAmt |
| EOY | $901,825 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,323,667 | BOYAmt |
| EOY | $26,725,331 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,363 | BOYAmt |
| EOY | $419,942 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,327,740 | BOYAmt |
| EOY | $4,060,875 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,707 | BOYAmt |
| EOY | $13,070 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,738,810 | BOYAmt |
| EOY | $4,493,887 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$52,207 | BOYAmt |
| EOY | $5,617,705 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,044,703 | BOYAmt |
| EOY | $6,997,124 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,592,361 | BOYAmt |
| EOY | $9,616,615 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,584,857 | BOYAmt |
| EOY | $22,231,444 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,323,667 | BOYAmt |
| EOY | $26,725,331 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,012,307 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $634,280 | 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 | $7,368,826 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,867,815 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,694,376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,683,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,488,429 | CurrentTaxYearAmt |
| Total | $51,102,932 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,368,826 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,867,815 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,694,376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,683,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,488,429 | CurrentTaxYearAmt |
| Total | $51,102,932 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,251,897 | SubstantialContributorsTotAmt |
| Public Support Total170 | $43,851,035 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,559 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88,119 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,607 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $189,131 | CurrentTaxYearAmt |
| Total | $614,953 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $235,941 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105,570 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $203,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $288,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $302,694 | CurrentTaxYearAmt |
| Total | $1,135,348 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $52,853,233 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $45,760,571 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90940 | 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 | $11,472,533 | 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,835,840 | BeginningYearBalanceAmt |
| Contributions | $2,537 | ContributionsAmt |
| Investment Earnings Or Losses | $8,053 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $603,165 | OtherExpendituresAmt |
| End Year Balance | $10,243,265 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.83420 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16580 | 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 | $1,586,118 | OtherCostOrOtherBasisAmt |
| Depreciation | $894,449 | DepreciationAmt |
| Book Value | $691,669 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $298,562 | OtherCostOrOtherBasisAmt |
| Depreciation | $63,717 | DepreciationAmt |
| Book Value | $234,845 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $926,514 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY | Desc |
| Amt | $13,070 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,070 | 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 | $1,180,059 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $902,809 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $277,250 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $102,893 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,150 | EntertainmentEvent1Amt |
| Event2 | FALL GALA | Event2Nm |
| Gross Receipts Event2 | $46,250 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $46,250 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $31,682 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $1,226,309 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $902,809 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $323,500 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $134,575 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,150 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $135,725 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $187,775 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| MARIACHI UNA VOZHILLSBORO SCHOOL DISTRICT | |||||||
| 3083 NE 49TH PLACE 104 | HILLSBORO | OR | 971246006 | 936001037 | 501(C)(3) | $10,000 | FURTHER WORK OF MARIACHI UNA VOZ MUSICAL ENSEMBLE AND EDUCATION PROGRAM |
| OREGON SYMPHONY ASSOCIATION IN SALEM | |||||||
| 921 SW WASHINGTON ST SUITE 200 | PORTLAND | OR | 972052819 | 936031819 | 501(C)(3) | $20,554 | PROMOTE THE OREGON SYMPHONY IN SALEM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WE RECEIVED $10,000 TO PRESENT THE SCHNITZER WONDER AWARD. THE SCHNITZER WONDER AWARD WAS CREATED IN 2015 BY JORDAN SCHNITZER TO HONOR HIS PARENTS, HAROLD AND ARLENE SCHNITZER, AND THEIR COMMITMENT TO PHILANTHROPY, FAIRNESS, OPPORTUNITY, EDUCATION AND CREATIVITY AS THE HEART OF A STRONG AND VIBRANT COMMUNITY. THE AWARD HONORS AN INDIVIDUAL OR ORGANIZATION THAT DIRECTLY WORKS TO BUILD COMMUNITY THROUGH THE NEXT GENERATION OF ARTISTS AND/OR STUDENT MUSICIANS. THIS AWARD COMES WITH A $10,000 MONETARY PRIZE, INTENDED TO HELP FURTHER THE HONOREE'S WORK. IN FY19, THE GRANT WAS AWARDED TO MARIACHI UNA VOZ. | ExplanationTxt |
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 | $359,771 | $0 | $12,000 | $0 | $0 | $0 | $5,000 | $0 | $7,651 | $0 | $384,422 | $0 | $0 | $0 |
| JANET PLUMMER | ||||||||||||||
| CFOO | $151,742 | $0 | $0 | $0 | $0 | $0 | $3,099 | $0 | $14,602 | $0 | $169,443 | $0 | $0 | $0 |
| SARAH KWAK | ||||||||||||||
| CONCERTMASTER | $178,764 | $0 | $0 | $0 | $0 | $0 | $3,533 | $0 | $7,732 | $0 | $190,029 | $0 | $0 | $0 |
| ELLEN BUSSING | ||||||||||||||
| VP DEVELOPMENT | $153,049 | $0 | $0 | $0 | $0 | $0 | $3,099 | $0 | $6,912 | $0 | $163,060 | $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 L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINK MARTINI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BAND FOUNDER IS A BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $65,000 | TransactionAmt |
| Transaction | GUEST ARTIST FEES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FOOD/WINE | 39 | $82,846 | FAIR MARKET VALUE |
| Yes (X) | PROJECTOR EQUIPMENT | 1 | $8,600 | FAIR MARKET VALUE |
| Yes (X) | PRINTED MATERIALS | 1 | $7,137 | FAIR MARKET VALUE |
| Yes (X) | MISCELLANEOUS ITEMS | 8 | $5,695 | FAIR MARKET VALUE |
| Yes (X) | PARKING | 2 | $2,850 | FAIR MARKET VALUE |
| 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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE CONTINUED: | WE ALSO CONTINUED TO PARTNER WITH THE MARIE SMITH DAY CENTER, AN ADULT CARE FACILITY FOR LOW-INCOME ELDERS AND OTHERS LIVING WITH MEMORY LOSS OR PHYSICAL/COGNITIVE LIMITATIONS, TO OFFER THE MUSICNOW PROGRAM. WEEKLY SESSIONS WITH OREGON SYMPHONY MUSICIANS AND EARTHTONES MUSIC THERAPY SERVED ROUGHLY 30 CLIENTS EACH WEEK DURING THE MONTH OF APRIL. THE PROGRAM NOT ONLY BRINGS JOY TO PARTICIPANTS, IT ALSO HELPS ACTIVATE IMPORTANT NEURAL PATHWAYS BY USING MUSIC AND MOVEMENT TO STIMULATE THE BRAIN. 2019 MARKED THE FIRST YEAR OF OUR NEW ARTIST-IN-RESIDENCE, CELLIST JOHANNES MOSER, WHO WILL WORK WITH US OVER A THREE-YEAR TERM. JOHANNES VISITED IN JANUARY AND PERFORMED A SERIES OF FREE CONCERTS THROUGHOUT THE COMMUNITY. VENUES INCLUDED BUD CLARK COMMONS, THE ACE HOTEL, CHEHALEM CULTURAL CENTER IN NEWBERG, ROOSEVELT HIGH SCHOOL IN PARTNERSHIP WITH BRAVO YOUTH ORCHESTRA, AND A SPECIAL PRIVATE PERFORMANCE AT ST. MARY'S HOME FOR BOYS FOR 100+ BOYS LIVING AND RECEIVING TREATMENT. ACROSS HIS PERFORMANCES, JOHANNES REACHED AN ESTIMATED 1,000 COMMUNITY MEMBERS FROM ALL WALKS OF LIFE. AS AN INSTITUTION THAT VALUES CIVIC LEADERSHIP AND SPARKING MEANINGFUL DIALOGUE, WE SEEK OPPORTUNITIES TO ALIGN OUR ARTISTIC WORK WITH ISSUES THAT AFFECT OUR COMMUNITY. IN ONE SUCH EXAMPLE, THIS SPRING WE PERFORMED JOHN CORIGLIANO'S SYMPHONY NO. 1 "OF RAGE AND REMEMBRANCE," A PIECE WRITTEN TO HONOR FRIENDS LOST DURING THE HEIGHT OF THE AIDS CRISIS. WE USED THIS PERFORMANCE AS AN OPPORTUNITY TO PARTNER WITH LOCAL ORGANIZATIONS SERVING PEOPLE WITH HIV/AIDS AND LGBT-SERVING ORGANIZATIONS THAT FORM PART OF A COMMUNITY THAT WAS DEEPLY IMPACTED BY THE AIDS CRISIS. WE INVITED CASCADE AIDS PROJECT, OUR HOUSE, AND PORTLAND GAY MEN'S CHORUS TO JOIN US IN THE CONCERT HALL TO DISPLAY THEIR PERSONAL REMEMBRANCE QUILTS INSPIRED BY THE NATIONAL MEMORIAL QUILT DISPLAYED IN WASHINGTON, D.C. AND TO SHARE INFORMATION ABOUT THEIR ORGANIZATIONS. WE ALSO HOSTED A GOODS DRIVE IN THE CONCERT HALL TO COLLECT PERSONAL CARE ITEMS, CLOTHING, AND NON-PERISHABLE FOOD ON BEHALF OF OUR PARTNER ORGANIZATIONS, AND LED A PANEL DISCUSSION IN THE CONCERT HALL FOLLOWING THE SUNDAY MATINEE CONCERT, HELPING TO ELEVATE OUR PARTNERS' VOICES AS WE DISCUSSED HIV/AIDS IN THE CURRENT LANDSCAPE. |
| 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 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 | Yes (1) | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SYMPHONY ASSOCIATION IN SALEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $208,293 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |
Comments