OREGON SYMPHONY ASSOCIATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- OREGON SYMPHONY ASSOCIATION (EIN 93-0446527)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201921359349309227
- Schema version
- 2017v2.3
- 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 | 2019-05-15T14:36:02-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | 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 | 2019-05-14 | 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 | 2019-05-14 | IPDt |
| IP Tm | 13:16:00 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | $25,984,136 | 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 | 29 | VotingMembersIndependentCnt |
| Total Employee | 369 | TotalEmployeeCnt |
| Total Volunteers | 197 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $56,695 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,679,373 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,683,486 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,624,820 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,157,845 | CYProgramServiceRevenueAmt |
| PY Investment Income | $184,541 | PYInvestmentIncomeAmt |
| CY Investment Income | $309,364 | CYInvestmentIncomeAmt |
| PY Other Revenue | $203,515 | PYOtherRevenueAmt |
| CY Other Revenue | $289,846 | CYOtherRevenueAmt |
| PY Total Revenue | $19,692,249 | PYTotalRevenueAmt |
| CY Total Revenue | $25,440,541 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,523,419 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,818,722 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,029,108 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,004,120 | PYOtherExpensesAmt |
| CY Other Expenses | $8,874,242 | CYOtherExpensesAmt |
| PY Total Expenses | $18,547,539 | PYTotalExpensesAmt |
| CY Total Expenses | $19,702,964 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,144,710 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,737,577 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,270,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,323,667 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,175,199 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,738,810 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,095,726 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,584,857 | 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 | $15,586,577 | ExpenseAmt |
| Grant | $10,000 | GrantAmt |
| Revenue | $10,157,845 | RevenueAmt |
| Desc | THE OREGON SYMPHONY'S 2017/18 SEASON MARKED A YEAR OF ARTISTIC ACHIEVEMENT AND INNOVATION. WE PRODUCED SOUNDS OF HOME, A GROUNDBREAKING SERIES OF CONCERTS THAT EXPLORED SOCIAL ISSUES OF IMPORTANCE TO OUR COMMUNITY. WE EXECUTED A REBRANDING CAMPAIGN THAT POSITIONS OREGON SYMPHONY AS A LEADER, LOCALLY AND NATIONALLY. WE REACHED LARGER AND MORE DIVERSE AUDIENCES THROUGH AN ESPECIALLY BROAD RANGE OF PROGRAMS, BOTH ONSTAGE AND OFF. WE NEGOTIATED AND RATIFIED A LANDMARK CONTRACT EXTENSION WITH ORCHESTRA MUSICIANS THAT WILL ALLOW US TO EXPAND OUR CONCERT OFFERINGS IN FUTURE SEASONS. AND WE ACHIEVED A BALANCED BUDGET FOR YET ANOTHER YEAR, WITH NO DEBT. ALL OF THESE ACCOMPLISHMENTS ALLOW US TO FULFILL OUR MISSION OF MOVING MUSIC FORWARD. INNOVATIONIN 2017/18, THE OREGON SYMPHONY TACKLED SOME OF THE MOST CHALLENGING SOCIAL ISSUES FACING OUR COMMUNITY TODAY.WE BELIEVE THAT MUSIC HAS THE POWER TO UNITE, INSPIRE, EDUCATE, AND HEAL. WE FURTHER BELIEVE THAT ARTISTS HAVE THE IMPERATIVE TO CREATE NEW WORK THAT ADVANCES THE ART FORM. THESE BELIEFS RESULTED IN SOUNDS OF HOME, A THREE-CONCERT SERIES THAT REFLECTED ON IMMIGRATION, THE ENVIRONMENT, AND HOMELESSNESS. THESE SUBJECTS INSPIRED US TO COMMISSION AND PERFORM NEW WORKS AND TO REACH THOUSANDS OF PEOPLE IN PARTNERSHIP WITH SERVICE-BASED NONPROFITS THAT SERVE COMMUNITIES IN NEED. IN NOVEMBER, 2017, WE STAGED OUR FIRST SOUNDS OF HOME CONCERT PROGRAM ON THE THEME OF IMMIGRATION THE SEARCH FOR HOME. THIS PROGRAM FEATURED THE WORLD PREMIERE OF AZAAN, AN ORIGINAL PLAY ABOUT IMMIGRATION BY AWARD-WINNING IMMIGRANT PLAYWRIGHT DIPIKA GUHA. AZAAN IS THE FIRST COMMISSIONED PLAY BY AN AMERICAN ORCHESTRA, AND ONLY THE SECOND EVER WORLDWIDE WAS PAIRED WITH ORIGINAL ORCHESTRAL MUSIC BY EMERGING COMPOSER CHRIS ROGERSON. IN JANUARY, 2018, WE BROUGHT THE SECOND SOUNDS OF HOME CONCERT TO THE STAGE: A SPECIAL PROGRAM THAT EXPLORED THE ENVIRONMENT OUR COLLECTIVE HOME BY JOINING STRAVINSKY'S IMMORTAL THE RITE OF SPRING WITH A VIDEO WORK COMMISSIONED FROM STAGE AND MULTIMEDIA DESIGNER MATTHEW HABER. IN MAY, 2018, WE PREMIERED EMERGENCY SHELTER INTAKE FORM, A THIRTEEN MOVEMENT ORATORIO ABOUT THE INDIVIDUAL EXPERIENCE OF HOMELESSNESS IN AMERICA. THE 50-MINUTE WORK FEATURES A CHORAL PART WRITTEN ESPECIALLY TO INCLUDE THE MAYBELLE COMMUNITY SINGERS, WHICH INCLUDES MANY INDIVIDUALS WHO THEMSELVES HAVE EXPERIENCED HOMELESSNESS AND DEEP POVERTY. THE PIECE HAS ATTRACTED THE INTEREST OF MAJOR ARTS INSTITUTIONS. THE OREGON SYMPHONY HAS MOUNTED A REPRISE PERFORMANCE FOR THE PURPOSE OF A LIVE RECORDING FOR CD. THE AUGUST 31 CONCERT WAS FREE TO THE PUBLIC WITH A PAY-WHAT-YOU WILL CONTRIBUTION WITH 100% OF PROCEEDS GOING TO SIX NON-PROFIT SOCIAL SERVICE PROVIDERS. REACTIONS TO ESIF FROM THE PERFORMERS AND THE GREATER COMMUNITY WERE IMMEDIATE, POWERFUL, AND COMPLEX. COMMENTS FROM AUDIENCE MEMBERS INCLUDED "LAST NIGHT'S SHOW WAS AMAZING AND FUNNY AND MOVING AND HEARTBREAKINGLY TRUE AND "IT CHANGED THE WAY I THINK ABOUT HOMELESSNESS." MEMBERS OF THE MAYBELLE COMMUNITY SINGERS THEMSELVES HAD PROFOUND EXPERIENCES, ONE WRITING: "[I FEEL] AS IF I AM TRAVELING THROUGH THE MAZE OF CONFUSION, DESPERATION, HEARTBREAK, IMPATIENCE, DISCOMFORT, LONELINESS, AND FRUSTRATION AND SOMEHOW FINDING WITHIN IT HOPE, HUMOR, AND LOVE." IN RECENT SEASONS, WE HAVE EXPANDED PROGRAMMING IN BOTH BREADTH AND DEPTH, PRESENTING RARE CLASSICAL AND NEW, CONTEMPORARY WORK. IN 2017/18, 28% OF ALL PIECES PERFORMED IN THE CLASSICAL SERIES WERE BY LIVING COMPOSERS (UP FROM 16% IN 2016/17, COMPARED TO AN AVERAGE OF 4.1% FOR ALL AMERICAN ORCHESTRAS). EXAMPLES OF WORKS THAT ENJOYED AN OREGON SYMPHONY DEBUT THIS SEASON INCLUDED: JOHN ADAMS' PLAYFUL BEETHOVEN SAMPLING ABSOLUTE JEST; BALAKIREV'S FANTASTICAL ISLAMEY, TAKEMITSU'S RAVISHING TWILL BY TWILIGHT, AND THE RISING SEA, BY EMERGING COMPOSER ANGELA DA PONTE.EDUCATION AND COMMUNITYOUR EDUCATION & COMMUNITY ENGAGEMENT PROGRAMS CONNECT OREGON SYMPHONY WITH THE PUBLIC THROUGH SPECIFIC, ENRICHING PROGRAMMING THAT MAKES ORCHESTRAL MUSIC ACCESSIBLE TO A GREATER NUMBER OF PEOPLE IN THEIR EVERYDAY LIVES. MANY OF THE OREGON SYMPHONY'S COMMUNITY-BASED EVENTS IN FY18 TIED TO THE THEMES OF SOUNDS OF HOME. IN FEBRUARY, FOLLOWING RITE OF SPRING, WE PRESENTED AN EVENING OF INSIGHT INTO OREGON'S ECOSYSTEMS AT THE WORLD FORESTRY CENTER. OREGON SYMPHONY'S PRINCIPAL WOODWIND PLAYERS PERFORMED FOUR ORIGINAL WORKS COMMISSIONED FROM OREGON COMPOSERS, EACH INSPIRED BY NATIVE BIRDSONG. OUR PARTNER ORGANIZATIONS AUDUBON SOCIETY OF PORTLAND AND FRIENDS OF THE COLUMBIA GORGE SPOKE ON OREGON'S ECOLOGICAL RESILIENCE, AND WE AND THEY HOSTED TABLES WITH INFORMATION ABOUT VOLUNTEERING.IN THE SPRING, THE OREGON SYMPHONY PARTNERED WITH PORTLAND HOMELESS FAMILY SOLUTIONS TO BRING THE LULLABY PROJECT TO PORTLAND. CREATED BY CARNEGIE HALL'S WEILL MUSIC INSTITUTE, THE LULLABY PROJECT PAIRED MOTHERS FACING HOUSING INSECURITY WITH LOCAL SINGER-SONGWRITERS AND OREGON SYMPHONY MUSICIANS TO COMPOSE AND RECORD PERSONAL LULLABIES FOR THEIR CHILDREN. THE SONGS WERE DIGITALLY RECORDED AND GIVEN TO THE SEVEN MOTHERS FOR THEIR FAMILIES, AND THEY WERE PERFORMED LIVE AT A SPECIAL FREE CELEBRATION CONCERT AT THE OLD CHURCH. THAT AUDIENCE INCLUDED MANY MEMBERS OF THE HOMELESS COMMUNITY. BOTH MOTHERS AND MUSICIANS REPORTED FEELING JOY AND PROFOUND SATISFACTION FROM THE EXPERIENCE OF FINDING A BEAUTIFUL SONG EVEN WITHIN THEIR DIFFICULT SITUATION. THE CONNECTION TO COMMUNITY WAS INTEGRATED INTO THE STRUCTURE OF THE SEASON, AND WE BUILT BRIDGES WITH AND AMONG OUR NONPROFIT PARTNERSA TOTAL OF 43 ARTS, SOCIAL, AND ENVIRONMENTAL ORGANIZATIONS. MUSICIANS, INCLUDING GUEST ARTIST JOSHUA BELL, PERFORMED POP-UP CONCERTS AT MAYBELLE CENTER FOR COMMUNITY, CASCADIA BEHAVIORAL HEALTHCARE, IMMIGRANT AND REFUGEE COMMUNITY ORGANIZATION (IRCO), AND CENTRAL CITY CONCERN. WE OFFERED PARTNER ORGANIZATIONS FREE TICKETS TO A VARIETY OF CONCERTS IN THE HALL FOR BOTH THEIR STAFF AND THE COMMUNITIES THAT THEY SERVE. WE CREATED A SOUNDS OF HOME WEBSITE THAT PROMOTED THE CURRENT, THEMATICALLY-RELEVANT WORK OF EACH GROUP. AND FOR THE FIRST TIME, THE OREGON SYMPHONY SPONSORED VOLUNTEER SERVICE DAYS, IN WHICH OUR STAFF, MUSICIANS, AND BOARD MEMBERS SPENT HOURS SORTING GROCERIES AT OREGON FOOD BANK, COLLECTING HOUSEHOLD GOODS FOR IRCO FAMILIES, AND LEARNING ABOUT THE HISTORIC STRUGGLES AROUND RACIAL AND HOUSING INEQUALITY IN OREGON. EVERY YEAR, THE OREGON SYMPHONY PRODUCES MORE THAN 250 EDUCATION AND ENGAGEMENT EVENTS TO FOSTER THE JOY OF MUSIC AMONG ALL POPULATIONS IN AND OUTSIDE THE CONCERT HALL. | Desc |
| Total Program Service Expenses | $15,586,577 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | 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 | |
| PRISCILLA WOLD LONGFIELD | |||||||
| 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 | ||
| RICHARD BAEK | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN M BASS | |||||||
| 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) | $46,075 | $0 | $23,167 | ||
| ROBYN JOHNSON GASTINEAU | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE GEARY | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY HALES | |||||||
| 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 | ||
| GRADY JURRENS | |||||||
| 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 | ||
| 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) | $70,146 | $0 | $12,667 | ||
| LARRY VOLLUM | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN WAGNER | |||||||
| MUSICIAN/BOARD MEMBER | 35.00 | Yes (X) | $60,200 | $0 | $22,348 | ||
| 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 | ||
| SCOTT SHOWALTER | |||||||
| PRESIDENT/CEO | 50.00 | Yes (X) | $253,902 | $0 | $21,287 | ||
| JANET PLUMMER | |||||||
| CFOO | 50.00 | Yes (X) | $148,537 | $0 | $24,507 | ||
| SARAH KWAK | |||||||
| CONCERTMASTER | 35.00 | $165,050 | $0 | $11,627 | Yes (X) | ||
| ELLEN BUSSING | |||||||
| VP DEVELOPMENT | 35.00 | $148,464 | $0 | $15,542 | Yes (X) | ||
| STEVE WENIG | |||||||
| VP & GM | 35.00 | $105,823 | $0 | $27,393 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $998,197 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $158,538 | 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 | $1,440,153 |
| SELDY CRAMER INC | |||||
| 601 VAN NESS AVE 15 | SAN FRANCISCO | CA | 94102 | ARTIST FEES | $394,673 |
| ADAGE TECHNOLOGIES INC | |||||
| 1 S RIVERSIDE PLAZA 1500 | CHICAGO | IL | 60606 | WEB SITE | $259,343 |
| ALCO PROPERTIES DBA PITTOCK BLOCK LLC | |||||
| 921 SW WASHINGTON STE 100 | PORTLAND | OR | 97205 | OFFICE LEASE | $235,382 |
| OPUS ARTISTS LLC | |||||
| 470 PARK AVE S 9TH FLR N | NEW YORK | NY | 10016 | ARTIST FEES | $200,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $864,538 | FundraisingAmt |
| Government Grants | $428,073 | GovernmentGrantsAmt |
| All Other Contributions | $13,390,875 | AllOtherContributionsAmt |
| Noncash Contributions | $76,161 | NoncashContributionsAmt |
| Total Contributions | $14,683,486 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCERT TICKET & FEES | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $10,157,845 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,157,845 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,157,845 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,786 | TotalRevenueColumnAmt |
| Exclusion | $99,786 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,821 | TotalRevenueColumnAmt |
| Exclusion | $1,821 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $645,060 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $435,482 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $209,578 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $209,578 | TotalRevenueColumnAmt |
| Exclusion | $209,578 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $290,491 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $864,538 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $108,113 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,378 | TotalRevenueColumnAmt |
| Exclusion | $182,378 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $105,667 | $105,667 |
| TRANSFER TO OSF | 900099 | -$20 | -$20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $105,647 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,440,541 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,157,845 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $599,210 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,194 | TotalAmt |
| Program Services | $522,468 | ProgramServicesAmt |
| Management And General | $121,818 | ManagementAndGeneralAmt |
| Fundraising | $37,908 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,412,564 | TotalAmt |
| Program Services | $5,567,222 | ProgramServicesAmt |
| Management And General | $1,413,926 | ManagementAndGeneralAmt |
| Fundraising | $431,416 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,299 | TotalAmt |
| Program Services | $265,152 | ProgramServicesAmt |
| Management And General | $24,543 | ManagementAndGeneralAmt |
| Fundraising | $8,604 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,615,273 | TotalAmt |
| Program Services | $1,386,805 | ProgramServicesAmt |
| Management And General | $163,528 | ManagementAndGeneralAmt |
| Fundraising | $64,940 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $810,392 | TotalAmt |
| Program Services | $630,837 | ProgramServicesAmt |
| Management And General | $136,079 | ManagementAndGeneralAmt |
| Fundraising | $43,476 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,191 | TotalAmt |
| Management And General | $90,191 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,513 | TotalAmt |
| Management And General | $63,513 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,932 | TotalAmt |
| Program Services | $179,993 | ProgramServicesAmt |
| Management And General | $99,222 | ManagementAndGeneralAmt |
| Fundraising | $24,717 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,053,244 | TotalAmt |
| Program Services | $1,053,174 | ProgramServicesAmt |
| Fundraising | $70 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $932,606 | TotalAmt |
| Program Services | $472,848 | ProgramServicesAmt |
| Management And General | $330,190 | ManagementAndGeneralAmt |
| Fundraising | $129,568 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $910,243 | TotalAmt |
| Program Services | $724,824 | ProgramServicesAmt |
| Management And General | $141,585 | ManagementAndGeneralAmt |
| Fundraising | $43,834 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,377 | TotalAmt |
| Program Services | $31,377 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,771 | TotalAmt |
| Program Services | $21,463 | ProgramServicesAmt |
| Management And General | $44,613 | ManagementAndGeneralAmt |
| Fundraising | $67,695 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,893 | TotalAmt |
| Program Services | $46,992 | ProgramServicesAmt |
| Management And General | $63,392 | ManagementAndGeneralAmt |
| Fundraising | $509 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,166 | TotalAmt |
| Management And General | $15,166 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GUEST ARTISTS | $3,124,732 | $3,124,732 | ||
| OTHER PRODUCTION EXPENS | $920,277 | $920,277 | ||
| CONTRACT LABOR | $659,997 | $531,419 | $104,978 | $23,600 |
| DONOR CAMPAIGN EXPENSE | $144,454 | $144,454 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,846 | TotalAmt |
| Program Services | $96,994 | ProgramServicesAmt |
| Management And General | $274,535 | ManagementAndGeneralAmt |
| Fundraising | $8,317 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,702,964 | TotalAmt |
| Program Services | $15,586,577 | ProgramServicesAmt |
| Management And General | $3,087,279 | ManagementAndGeneralAmt |
| Fundraising | $1,029,108 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,215,582 | BOYAmt |
| EOY | $3,729,395 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,437,484 | BOYAmt |
| EOY | $6,164,721 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,767 | BOYAmt |
| EOY | $398,616 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,003 | BOYAmt |
| EOY | $651,249 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,275,264 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,291,739 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $817,555 | BOYAmt |
| EOY | $983,525 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,173,692 | BOYAmt |
| EOY | $11,532,834 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $829,842 | BOYAmt |
| EOY | $863,327 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,270,925 | BOYAmt |
| EOY | $24,323,667 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,840 | BOYAmt |
| EOY | $397,363 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,725,089 | BOYAmt |
| EOY | $4,327,740 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,270 | BOYAmt |
| EOY | $13,707 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,175,199 | BOYAmt |
| EOY | $4,738,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$225,567 | BOYAmt |
| EOY | -$52,207 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,734,796 | BOYAmt |
| EOY | $10,044,703 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,586,497 | BOYAmt |
| EOY | $9,592,361 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,095,726 | BOYAmt |
| EOY | $19,584,857 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,270,925 | BOYAmt |
| EOY | $24,323,667 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,737,577 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $751,554 | 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 | $5,832,494 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,368,826 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,867,815 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,694,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,683,486 | CurrentTaxYearAmt |
| Total | $45,446,997 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,832,494 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,368,826 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,867,815 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,694,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,683,486 | CurrentTaxYearAmt |
| Total | $45,446,997 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,783,549 | SubstantialContributorsTotAmt |
| Public Support Total170 | $42,663,448 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $120,631 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,559 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $134,537 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $88,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $101,607 | CurrentTaxYearAmt |
| Total | $546,453 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $235,941 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,570 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $203,098 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $288,045 | CurrentTaxYearAmt |
| Total | $920,757 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $46,914,207 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $43,866,790 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,866,704 | BeginningYearBalanceAmt |
| Contributions | $2,564 | ContributionsAmt |
| Investment Earnings Or Losses | $1,563,992 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $597,420 | OtherExpendituresAmt |
| End Year Balance | $10,835,840 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.83610 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16390 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,998,859 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,267,508 | DepreciationAmt |
| Book Value | $731,351 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $276,405 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,231 | DepreciationAmt |
| Book Value | $252,174 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $983,525 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY | Desc |
| Amt | $13,707 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,707 | 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 | $1,126,429 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $864,538 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $261,891 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $94,025 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $800 | EntertainmentEvent1Amt |
| Event2 | FALL GALA | Event2Nm |
| Gross Receipts Event2 | $28,600 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $28,600 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $13,288 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $1,155,029 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $864,538 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $290,491 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $107,313 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $800 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $108,113 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $182,378 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METROPOLITAN YOUTH SYMPHONY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 SW MACADAM AVE STE 105 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97239 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 237447279 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Purpose Of Grant | FURTHER WORK OF METROPOLITAN YOUTH SYMPHONY | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | 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 FY18, THE GRANT WAS AWARDED TO THE METROPOLITAN YOUTH SYMPHONY. | 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 | $253,902 | $0 | $0 | $0 | $0 | $0 | $12,500 | $0 | $8,787 | $0 | $275,189 | $0 | $0 | $0 |
| JANET PLUMMER | ||||||||||||||
| CFOO | $148,537 | $0 | $0 | $0 | $0 | $0 | $7,587 | $0 | $16,920 | $0 | $173,044 | $0 | $0 | $0 |
| SARAH KWAK | ||||||||||||||
| CONCERTMASTER | $165,050 | $0 | $0 | $0 | $0 | $0 | $3,443 | $0 | $8,184 | $0 | $176,677 | $0 | $0 | $0 |
| ELLEN BUSSING | ||||||||||||||
| VP DEVELOPMENT | $148,464 | $0 | $0 | $0 | $0 | $0 | $7,587 | $0 | $7,955 | $0 | $164,006 | $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 | $200,000 | TransactionAmt |
| Transaction | GUEST ARTIST FEES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FOOD/WINE | 5 | $41,555 | FAIR MARKET VALUE |
| Yes (X) | MISCELLANEOUS ITEMS | 40 | $34,606 | 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 (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE CONTINUED: | IN 2017/18, WE COLLABORATED WITH 52 ELEMENTARY SCHOOLS TO SHARE THE LINK UP CURRICULUM AND CONCERTS, ENCOURAGING 9,000 STUDENTS TO PRACTICE MUSIC THROUGHOUT THE YEAR TO SING AND PLAY RECORDERS ALONG WITH THE ORCHESTRA IN OUR CONCERT HALL. PARTICIPATION IN LINK UP HAS QUADRUPLED IN SINCE ITS INCEPTION IN 2016. TWO YOUNG PEOPLE'S CONCERTS DREW 5,500 STUDENTS, TEACHERS AND PARENTS FROM 100 SCHOOLS TO THE CONCERT HALL. IN BOTH PROGRAMS, 65% OF THE STUDENTS, OR OVER 13,200 KIDS, ATTENDED FOR FREE BASED ON THEIR ENROLLMENT IN THE FEDERAL FREE/REDUCED LUNCH PROGRAM. FURTHER, OUR MUSICIANS CONTINUE INSTRUCTING AND MENTORING SCORES OF YOUNG MUSICIANS THROUGH PARTNERSHIPS WITH BRAVO YOUTH ORCHESTRA, PORTLAND YOUTH PHILHARMONIC, METROPOLITAN YOUTH ORCHESTRA, AND DAVID DOUGLAS SCHOOL DISTRICT. DURING FY18, WE INVITED 850 SCHOOL AND COMMUNITY MUSICIANS TO PERFORM IN THE LOBBY OF THE ARLENE SCHNITZER CONCERT HALL IN A SERIES OF 53 PRELUDE PERFORMANCES STAGED PRIOR TO CONCERTS. OUR ARTIST-IN-RESIDENCE COLIN CURRIE APPEARED IN TEN UNEXPECTED AND UNCONVENTIONAL VENUES, INCLUDING THE JAPANESE GARDEN AND ST. MARY'S HOME FOR BOYS, REACHING CLOSE TO 1,000 PEOPLE OF ALL AGES IN NEW OR UNDERSERVED AUDIENCES. FOR LISTENERS AT HOME, 48 PRE-CONCERT CONCERT CONVERSATIONS FEATURING OUR CONDUCTORS AND GUEST ARTISTS WERE RECORDED AND MADE AVAILABLE TO THE PUBLIC FOR FREE IN THE ONLINE ARCHIVES OF OREGON SYMPHONY AND ALL CLASSICAL PORTLAND. RECORDINGS & BROADCAST WE RECORDED FOUR CLASSICAL CONCERTS IN FY18 FOR RADIO BROADCAST AND WEBSTREAM. ALL CLASSICAL PORTLAND AIRED THEM LOCALLY, AND AMERICAN PUBLIC MEDIA SYNDICATED SELECTIONS ON THEIR PROGRAMS SYMPHONYCAST AND PERFORMANCE TODAY, REACHING OVER 15 MILLION LISTENERS. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD DURING THE INTERVALS BETWEEN FULL BOARD MEETINGS. THE EXECUTIVE COMMITTEE POSSESSES THE FULL POWER OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERSHIP AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERSHIP AT THE ANNUAL MEETING. |
| 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
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SYMPHONY FOUNDATION | BusinessNameLine1Txt |
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 | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931225609 | EIN |
| Primary Activities | SUPPORT OF THE OREGON SYMPHONY ASSOCIATION | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B, II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SYMPHONY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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