2019-05-15T14:36:02-05:00 2018-06-30 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2017-07-01 930446527 OREGON SYMPHONY ASSOCIATION OREG 5032284294 921 SW WASHINGTON ST NO 200 PORTLAND OR 972052819 JANET PLUMMER CFO & OPERATIONS OFFICER 5032284294 2019-05-14 1 SANG AHN P00540880 5032270581 50.204.228.78 2019-05-14 13:16:00 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2017 2019-02-21 02:37:17Z SCOTT SHOWALTER 921 SW WASHINGTON ST NO 200 PORTLAND OR 972052819 25984136 0 X WWW.ORSYMPHONY.ORG X 1896 OR THE OREGON SYMPHONY INSPIRES AUDIENCES AND BUILDS COMMUNITY BY CREATING OUTSTANDING MUSICAL EXPERIENCES. 33 29 369 197 0 56695 9679373 14683486 9624820 10157845 184541 309364 203515 289846 19692249 25440541 20000 10000 0 0 10523419 10818722 0 0 1029108 8004120 8874242 18547539 19702964 1144710 5737577 17270925 24323667 4175199 4738810 13095726 19584857 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 15586577 10000 10157845 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. 15586577 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 X 33 29 0 0 0 0 1 1 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 PRISCILLA WOLD LONGFIELD 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 RICHARD BAEK BOARD MEMBER 5.00 X 0 0 0 STEVEN M BASS 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 46075 0 23167 ROBYN JOHNSON GASTINEAU BOARD MEMBER 5.00 X 0 0 0 SUZANNE GEARY BOARD MEMBER 5.00 X 0 0 0 NANCY HALES 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 GRADY JURRENS 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 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 70146 0 12667 LARRY VOLLUM BOARD MEMBER 5.00 X 0 0 0 KAREN WAGNER MUSICIAN/BOARD MEMBER 35.00 X 60200 0 22348 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 X 0 0 0 SCOTT SHOWALTER PRESIDENT/CEO 50.00 X 253902 0 21287 JANET PLUMMER CFOO 50.00 X 148537 0 24507 SARAH KWAK CONCERTMASTER 35.00 X 165050 0 11627 ELLEN BUSSING VP DEVELOPMENT 35.00 X 148464 0 15542 STEVE WENIG VP & GM 35.00 X 105823 0 27393 998197 0 158538 5 0 1 0 PORTLAND 5 CENTER FOR THE ARTS 1037 SW BROADWAY PORTLAND OR 97205 CONCERT HALL 1440153 SELDY CRAMER INC 601 VAN NESS AVE 15 SAN FRANCISCO CA 94102 ARTIST FEES 394673 ADAGE TECHNOLOGIES INC 1 S RIVERSIDE PLAZA 1500 CHICAGO IL 60606 WEB SITE 259343 ALCO PROPERTIES DBA PITTOCK BLOCK LLC 921 SW WASHINGTON STE 100 PORTLAND OR 97205 OFFICE LEASE 235382 OPUS ARTISTS LLC 470 PARK AVE S 9TH FLR N NEW YORK NY 10016 ARTIST FEES 200461 10 864538 428073 13390875 76161 14683486 CONCERT TICKET & FEES 711130 10157845 10157845 10157845 99786 99786 1821 1821 645060 435482 209578 209578 209578 290491 864538 108113 182378 182378 OTHER INCOME 900099 105667 105667 TRANSFER TO OSF 900099 -20 -20 105647 25440541 10157845 0 599210 10000 10000 682194 522468 121818 37908 7412564 5567222 1413926 431416 298299 265152 24543 8604 1615273 1386805 163528 64940 810392 630837 136079 43476 90191 90191 63513 63513 303932 179993 99222 24717 1053244 1053174 70 932606 472848 330190 129568 910243 724824 141585 43834 31377 31377 133771 21463 44613 67695 110893 46992 63392 509 15166 15166 GUEST ARTISTS 3124732 3124732 OTHER PRODUCTION EXPENS 920277 920277 CONTRACT LABOR 659997 531419 104978 23600 DONOR CAMPAIGN EXPENSE 144454 144454 379846 96994 274535 8317 19702964 15586577 3087279 1029108 2215582 3729395 2437484 6164721 378767 398616 418003 651249 2275264 1291739 817555 983525 10173692 11532834 829842 863327 17270925 24323667 434840 397363 3725089 4327740 15270 13707 4175199 4738810 X -225567 -52207 4734796 10044703 8586497 9592361 13095726 19584857 17270925 24323667 5737577 751554 0 X X 0 1 X 1 0 X 5832494 7368826 7867815 9694376 14683486 45446997 5832494 7368826 7867815 9694376 14683486 45446997 2783549 42663448 120631 101559 134537 88119 101607 546453 88103 235941 105570 203098 288045 920757 46914207 43866790 0.90940 0.96330 X 10119898 1005864 990031 643260 11472533 9497652 47244 1198625 623623 10119898 10243265 185154 -316107 614660 9497652 10835840 2537 8053 603165 10243265 9866704 2564 1563992 597420 10835840 0.00000 0.83610 0.16390 0 0 1998859 1267508 731351 276405 24231 252174 983525 CHARITABLE GIFT ANNUITY 13707 13707 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 1126429 864538 261891 94025 800 FALL GALA 28600 28600 13288 1155029 864538 290491 107313 800 108113 182378 1 METROPOLITAN YOUTH SYMPHONY 4800 SW MACADAM AVE STE 105 PORTLAND OR 97239 237447279 501(C)(3) 10000 FURTHER WORK OF METROPOLITAN YOUTH SYMPHONY 1 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 FY18, THE GRANT WAS AWARDED TO THE METROPOLITAN YOUTH SYMPHONY. X 1 0 X X X X X 0 0 0 0 0 0 0 0 0 SCOTT SHOWALTER PRESIDENT/CEO 253902 0 0 0 0 0 12500 0 8787 0 275189 0 0 0 JANET PLUMMER CFOO 148537 0 0 0 0 0 7587 0 16920 0 173044 0 0 0 SARAH KWAK CONCERTMASTER 165050 0 0 0 0 0 3443 0 8184 0 176677 0 0 0 ELLEN BUSSING VP DEVELOPMENT 148464 0 0 0 0 0 7587 0 7955 0 164006 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 200000 GUEST ARTIST FEES 0 X FOOD/WINE 5 41555 FAIR MARKET VALUE X MISCELLANEOUS ITEMS 40 34606 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: 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. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0