2019-11-13T15:46:42-06:00 2019-06-30 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2018-07-01 930446527 OREGON SYMPHONY ASSOCIATION OREG 5032284294 921 SW WASHINGTON ST NO 200 PORTLAND OR 972052819 JANET PLUMMER CFO & OPERATIONS OFFICER 5032284294 2019-11-06 1 SANG AHN P00540880 5032270581 50.204.228.78 2019-11-06 17:46:35 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 74491F6242E16BD51F1AF62EF83EA0F361E95DED 2018 2020-03-31 21:24:44Z SCOTT SHOWALTER 921 SW WASHINGTON ST NO 200 PORTLAND OR 972052819 22605884 0 X WWW.ORSYMPHONY.ORG X 1896 OR THE OREGON SYMPHONY INSPIRES AUDIENCES AND BUILDS COMMUNITY BY CREATING OUTSTANDING MUSICAL EXPERIENCES. 33 30 369 197 0 75523 14683486 11488429 10157845 9825388 309364 250409 289846 303452 25440541 21867678 10000 30554 0 0 10818722 11596874 0 0 1047131 8874242 8227943 19702964 19855371 5737577 2012307 24323667 26725331 4738810 4493887 19584857 22231444 X 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. 0 0 15499617 30554 9825388 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. 15499617 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 121 0 369 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 33 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X X JANET PLUMMER 5034166319 921 SW WASHINGTON SUITE 200 PORTLAND OR 972052819 ROBERT HARRISON CHAIRMAN 20.00 X X 0 0 0 WALTER E WEYLER VICE CHAIR 20.00 X X 0 0 0 LAWRENCE HARRIS TREASURER 10.00 X X 0 0 0 NANCY HALES SECRETARY 20.00 X X 0 0 0 JERRY HULSMAN BOARD MEMBER 10.00 X X 0 0 0 WILLIAM EARLY BOARD MEMBER 5.00 X 0 0 0 COURTNEY ANGELI BOARD MEMBER 5.00 X 0 0 0 RICHARD BAEK BOARD MEMBER 5.00 X 0 0 0 JANET BLOUNT BOARD MEMBER 5.00 X 0 0 0 CHRISTOPHER BROOKS BOARD MEMBER 5.00 X 0 0 0 EVE CALLAHAN BOARD MEMBER 5.00 X 0 0 0 CLIFF DEVENEY BOARD MEMBER 5.00 X 0 0 0 DAN DRINKWARD BOARD MEMBER 5.00 X 0 0 0 GREG EWER MUSICIAN/BOARD MEMBER 35.00 X 48293 0 23653 LAUREN FOX BOARD MEMBER 5.00 X 0 0 0 ROBYN GASTINEAU BOARD MEMBER 5.00 X 0 0 0 SUZANNE GEARY BOARD MEMBER 5.00 X 0 0 0 RALPH HAMM BOARD MEMBER 5.00 X 0 0 0 JEFF HEATHERINGTON BOARD MEMBER 5.00 X 0 0 0 J CLAYTON HERING BOARD MEMBER 5.00 X 0 0 0 RICK HINKES BOARD MEMBER 5.00 X 0 0 0 RENEE HOLZMAN BOARD MEMBER 5.00 X 0 0 0 SUE HORN-CASKEY BOARD MEMBER 5.00 X 0 0 0 JUDY HUMMELT BOARD MEMBER 5.00 X 0 0 0 GRADY JURRENS BOARD MEMBER 5.00 X 0 0 0 GERRI KARETSKY BOARD MEMBER 5.00 X 0 0 0 KRISTEN KERNS BOARD MEMBER 5.00 X 0 0 0 THOMAS M LAUDERDALE BOARD MEMBER 5.00 X 0 0 0 MARTHA LONG MUSICIAN/BOARD MEMBER 35.00 X 75585 0 12235 PRISCILLA LONGFIELD BOARD MEMBER 5.00 X 0 0 0 ROSCOE NELSON BOARD MEMBER 5.00 X 0 0 0 DAN RASAY BOARD MEMBER 5.00 X 0 0 0 JAMES SHIELDS MUSICIAN/BOARD MEMBER 35.00 X 73253 0 12407 LARRY VOLLUM BOARD MEMBER 5.00 X 0 0 0 DERALD WALKER BOARD MEMBER 5.00 X 0 0 0 JACK WILBORN BOARD MEMBER 5.00 X 0 0 0 JOANN YOUNG EX OFFICIO BOARD MEMBER 5.00 10.00 X 0 0 0 SCOTT SHOWALTER PRESIDENT/CEO 60.00 5.00 X 371771 0 12651 JANET PLUMMER CFOO 60.00 10.00 X 151742 0 17701 SARAH KWAK CONCERTMASTER 35.00 X 178764 0 11265 ELLEN BUSSING VP DEVELOPMENT 55.00 X 153049 0 10011 STEVE WENIG VP & GM 55.00 5.00 X 108204 0 21423 1160661 0 121346 5 0 1 0 PORTLAND 5 CENTER FOR THE ARTS 1037 SW BROADWAY PORTLAND OR 97205 CONCERT HALL 1431085 SELDY CRAMER INC 601 VAN NESS AVE 15 SAN FRANCISCO CA 94102 ARTIST FEES 389454 ALCO PROPERTIES DBA PITTOCK BLOCK LLC 921 SW WASHINGTON STE 100 PORTLAND OR 97205 OFFICE LEASE 242998 DOCUMART COPIES & PRINTING 3310 NW YEON PORTLAND OR 97210 PRINTING COMPANY 151473 OREGONIAN PUBLISHING CO LLC DBA OREGONI DEPT 77571 PO BOX 77000 DETROIT OR 48277 ADVERTISING 148267 10 902809 645579 9940041 107128 11488429 CONCERT TICKET & FEES 711130 9825388 9825388 9825388 188373 188373 758 758 664517 602481 62036 62036 62036 323500 902809 135725 187775 187775 OTHER INCOME 900099 114939 114939 TRANSFER TO OSF 900099 -20 -20 114919 21867678 9825388 0 553861 30554 30554 817738 610730 160533 46475 7815652 5741442 1603609 470601 382257 307519 61810 12928 1696398 1456863 189991 49544 884829 684925 151287 48617 50459 50459 61124 61124 372533 216124 140855 15554 789883 789540 343 998513 526233 337299 134981 908602 695673 159327 53602 19919 19919 80105 21182 29006 29917 130783 64356 52558 13869 16119 16119 GUEST ARTISTS 2716274 2716274 OTHER PRODUCTION EXPENS 960128 960128 CONTRACT LABOR 641400 504365 129779 7256 DONOR CAMPAIGN EXPENSE 144169 144169 337932 137671 180986 19275 19855371 15499617 3308623 1047131 3729395 6425475 6164721 5710760 398616 458356 651249 692067 1884680 958166 983525 926514 11532834 11610334 863327 901825 24323667 26725331 397363 419942 4327740 4060875 13707 13070 4738810 4493887 X -52207 5617705 10044703 6997124 9592361 9616615 19584857 22231444 24323667 26725331 2012307 634280 0 X X 0 1 X 1 0 X 7368826 7867815 9694376 14683486 11488429 51102932 7368826 7867815 9694376 14683486 11488429 51102932 7251897 43851035 101559 134537 88119 101607 189131 614953 235941 105570 203098 288045 302694 1135348 52853233 45760571 0.82970 0.90940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11472533 2981 721263 669254 11527523 10119898 1005864 990031 643260 11472533 9497652 47244 1198625 623623 10119898 10243265 185154 -316107 614660 9497652 10835840 2537 8053 603165 10243265 0.00000 0.83420 0.16580 1 0 1586118 894449 691669 298562 63717 234845 926514 CHARITABLE GIFT ANNUITY 13070 13070 X 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. SPRING GALA 1180059 902809 277250 102893 1150 FALL GALA 46250 46250 31682 1226309 902809 323500 134575 1150 135725 187775 1 MARIACHI UNA VOZHILLSBORO SCHOOL DISTRICT 3083 NE 49TH PLACE 104 HILLSBORO OR 971246006 936001037 501(C)(3) 10000 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) 20554 PROMOTE THE OREGON SYMPHONY IN SALEM 2 0 PART I, LINE 2: 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. X 1 0 X X X X X 0 0 0 0 0 0 0 0 0 SCOTT SHOWALTER PRESIDENT/CEO 359771 0 12000 0 0 0 5000 0 7651 0 384422 0 0 0 JANET PLUMMER CFOO 151742 0 0 0 0 0 3099 0 14602 0 169443 0 0 0 SARAH KWAK CONCERTMASTER 178764 0 0 0 0 0 3533 0 7732 0 190029 0 0 0 ELLEN BUSSING VP DEVELOPMENT 153049 0 0 0 0 0 3099 0 6912 0 163060 0 0 0 PART I, LINE 1A 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. PINK MARTINI BAND FOUNDER IS A BOARD MEMBER 65000 GUEST ARTIST FEES 0 X FOOD/WINE 39 82846 FAIR MARKET VALUE X PROJECTOR EQUIPMENT 1 8600 FAIR MARKET VALUE X PRINTED MATERIALS 1 7137 FAIR MARKET VALUE X MISCELLANEOUS ITEMS 8 5695 FAIR MARKET VALUE X PARKING 2 2850 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): 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. 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. 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 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 OREGON SYMPHONY ASSOCIATION IN SALEM S 208293 FAIR MARKET VALUE