EUGENE SYMPHONY ASSOCIATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
EUGENE SYMPHONY ASSOCIATION INC (EIN 93-0556298)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-15
IRS object ID
201931359349307598
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-15T13:23:11-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930819646PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 10086AddressLine1Txt
CityEUGENECityNm
State AbbreviationORStateAbbreviationCd
ZIP97440ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930556298EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT FRECKPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5416879487PhoneNum
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRITZ S DUNCANPreparerPersonNm
PTINP00036435PTIN
Phone5416872320PhoneNum
Preparation2019-05-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.226.68.210IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-15IPDt
IP Tm13:23:11IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC9E21E635FBF3B49EFFC6769C6377F6DC1330F24AtSubmissionCreationDeviceId
At Submission Filing Device IdC9E21E635FBF3B49EFFC6769C6377F6DC1330F24AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSCOTT FRECKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 W 8TH AVE STE 115AddressLine1Txt
CityEUGENECityNm
State AbbreviationORStateAbbreviationCd
ZIP97401ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,613,930GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressEUGENESYMPHONY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1966FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionENRICHING LIVES THROUGH THE POWER OF MUSIC. PRESENTING A DIVERSE RANGE OF ORCHESTRAL REPERTOIRE AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE, AND PROVIDING MUSICAL EDUCATION OPPORTUNITIES FOR CHILDREN AND ADULTS.ActivityOrMissionDesc
Voting Members Governing Body33VotingMembersGoverningBodyCnt
Voting Members Independent33VotingMembersIndependentCnt
Total Employee178TotalEmployeeCnt
Total Volunteers175TotalVolunteersCnt
Total Gross UBI$50,826TotalGrossUBIAmt
PY Contributions Grants$1,177,693PYContributionsGrantsAmt
CY Contributions Grants$1,535,648CYContributionsGrantsAmt
PY Program Service Revenue$900,886PYProgramServiceRevenueAmt
CY Program Service Revenue$934,023CYProgramServiceRevenueAmt
PY Investment Income$79PYInvestmentIncomeAmt
CY Investment Income$67CYInvestmentIncomeAmt
PY Other Revenue$310,766PYOtherRevenueAmt
CY Other Revenue$74,191CYOtherRevenueAmt
PY Total Revenue$2,389,424PYTotalRevenueAmt
CY Total Revenue$2,543,929CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,452,257PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,412,488CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$11,153PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$6,500CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$195,339CYTotalFundraisingExpenseAmt
PY Other Expenses$1,054,712PYOtherExpensesAmt
CY Other Expenses$998,791CYOtherExpensesAmt
PY Total Expenses$2,518,122PYTotalExpensesAmt
CY Total Expenses$2,417,779CYTotalExpensesAmt
PY Revenues Less Expenses-$128,698PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$126,150CYRevenuesLessExpensesAmt
Total Assets BOY$611,300TotalAssetsBOYAmt
Total Assets EOY$809,897TotalAssetsEOYAmt
Total Liabilities BOY$304,651TotalLiabilitiesBOYAmt
Total Liabilities EOY$377,098TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$306,649NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$432,799NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionENRICHING LIVES THROUGH THE POWER OF MUSIC. PRESENTING A DIVERSE RANGE OF ORCHESTRAL REPERTOIRE AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE, AND PROVIDING MUSICAL EDUCATION OPPORTUNITIES FOR CHILDREN AND ADULTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,842,042ExpenseAmt
DescTHE EUGENE SYMPHONY PRODUCED NINE SYMPHONIC CONCERTS THAT WERE ATTENDED BY 20,000 PEOPLE, PLUS THREE SPECIAL CONCERTS THAT WERE ATTENDED BY 4,687 PEOPLE, FOR A TOTAL OF NEARLY 25,000 PEOPLE EXPERIENCING LIVE SYMPHONIC MUSIC THROUGHOUT THE SEASON. AN ADDITIONAL 46,000 WERE REACHED THROUGH SUBSEQUENT RADIO BROADCASTS. OUR DIVERSE RANGE OF REPERTOIRE, WHICH WE PERFORM AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE, CONTINUED TO ADVANCE OUR MISSION TO ENRICH LIVES THROUGH THE POWER OF MUSIC. WE STRIVE TO SERVE PEOPLE OF ALL AGES AND LEVELS OF EXPERIENCE WITHIN THE FOUR-COUNTY REGION REPRESENTING 642,000 RESIDENTS. WE PROVIDED EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS THAT REACHED APPROXIMATELY 21,000 STUDENTS, TEACHERS, ADULTS, AND SENIORS.OUR SYMPHONIC CONCERTS SUPPORT NOT ONLY OUR 83 PART- TIME PROFESSIONAL MUSICIANS BUT PROVIDE OVER 2 MILLION IN REVENUE TO OUR COMMUNITY, THUS CONTRIBUTING TO ITS CONTINUED PROSPERITY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescTHE EUGENE SYMPHONY DEDICATES ITSELF TO MAINTAINING LOW-COST OR FREE ACCESS TO FAMILY, YOUTH AND ADULT EDUCATIONAL PROGRAMMING. WE PROVIDED PROGRAMS THAT REACHED 16,649 STUDENTS, TEACHERS, ADULTS, AND SENIORS. PER OUR COMMITMENT TO ACCESSIBILITY, WE WAIVED THE FEE FOR 1,792, OR 30.4% OF STUDENTS UNABLE TO AFFORD THE 5.00 TICKET TO OUR YOUTH CONCERTS. ALSO, WE REACHED NEARLY 10,000 PEOPLE IN OUR FREE EUGENE SYMPHONY IN THE PARK CONCERT SERIES, WHICH EXPANDED TO INCLUDE NOT ONLY EUGENE BUT ALSO COTTAGE GROVE AND ROSEBURG. WE FULFILLED OUR MISSION TO PROVIDE QUALITY MUSIC EDUCATION TO OUR COMMUNITY BY THIS SERIES OF PERFORMANCES AND ACTIVITIES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,842,042TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document44IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee178EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members33GoverningBodyVotingMembersCnt
Independent Voting Member33IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSCOTT FRECKPersonNm
Phone5416879487PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DAVE POTTINGER
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
DEBORAH CARVER
VICE PRESIDE4.00Yes (X)Yes (X)$0$0$0
LAURA PARRISH
SECRETARY4.00Yes (X)Yes (X)$0$0$0
WARREN BARNES
TREASURER5.00Yes (X)Yes (X)$0$0$0
MATTHEW SHAPIRO
PAST PRESIDE4.00Yes (X)Yes (X)$0$0$0
CAROLYN ABBOTT
DIRECTOR1.00Yes (X)$0$0$0
SUSAN ASHTON
DIRECTOR1.00Yes (X)$0$0$0
ZACHARY BLALACK
DIRECTOR3.00Yes (X)$0$0$0
HARRIET CHERRY
DIRECTOR1.00Yes (X)$0$0$0
JULIE COLLINS
DIRECTOR1.00Yes (X)$0$0$0
MIKE CURTIS
DIRECTOR1.00Yes (X)$0$0$0
ERIN DICKINSON
DIRECTOR1.00Yes (X)$0$0$0
RAYMOND N ENGLANDER
DIRECTOR1.00Yes (X)$0$0$0
MARY ANN HANSON
DIRECTOR1.00Yes (X)$0$0$0
DAVID KAMMERER
DIRECTOR1.00Yes (X)$0$0$0
STEPHANIE PEARL KIMMEL
DIRECTOR1.00Yes (X)$0$0$0
SARAH MAGGIO
DIRECTORYes (X)$0$0$0
JANE EYRE MCDONALD
DIRECTOR1.00Yes (X)$0$0$0
MATTHEW MCLAUGHLIN
DIRECTOR1.00Yes (X)$0$0$0
TRIEBER MEADOR
DIRECTOR1.00Yes (X)$0$0$0
MEG MITCHELL
DIRECTOR1.00Yes (X)$0$0$0
ARDEN OLSON
DIRECTOR1.00Yes (X)$0$0$0
JOANNA RADKE
DIRECTOR1.00Yes (X)$0$0$0
MIKE ROSCOE
DIRECTOR1.00Yes (X)$0$0$0
PAUL ROTH
DIRECTOR1.00Yes (X)$0$0$0
SUZANNE SHAPIRO
DIRECTOR1.00Yes (X)$0$0$0
DONEKA SCOTT
DIRECTOR1.00Yes (X)$0$0$0
DUNNY SORENSEN
DIRECTOR2.00Yes (X)$0$0$0
ANDREW STILTNER
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL VERGAMINI
DIRECTOR1.00Yes (X)$0$0$0
JACK VISCARDI
DIRECTOR1.00Yes (X)$0$0$0
SEAN WAGNONER
DIRECTOR1.00Yes (X)$0$0$0
BARBARA WALKER
DIRECTOR1.00Yes (X)$0$0$0
SCOTT FRECK
EXECUTIVE DI40.00Yes (X)$109,254$0$11,392
FieldValueIRS element (for citing)
Total Reportable Comp From Org$109,254TotalReportableCompFromOrgAmt
Total Other Compensation$11,392TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$154,064FundraisingAmt
Government Grants$18,500GovernmentGrantsAmt
All Other Contributions$1,363,084AllOtherContributionsAmt
Noncash Contributions$28,136NoncashContributionsAmt
Total Contributions$1,535,648TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE REVENUEDesc
Total Revenue Column$934,023TotalRevenueColumnAmt
Related Or Exempt Func Income$934,023RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$934,023TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$67TotalRevenueColumnAmt
Related Or Exempt Func Income$67RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$52,287FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$154,064ContriRptFundraisingEventAmt
Fundraising Direct Expenses$70,001FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$17,714TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADVERTISING511120$50,826$50,826
OTHER INCOME$41,079$41,079
FieldValueIRS element (for citing)
Other Revenue Total$91,905OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,543,929TotalRevenueColumnAmt
Related Or Exempt Func Income$975,169RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$50,826UnrelatedBusinessRevenueAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$134,468TotalAmt
Management And General$134,468ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,128,027TotalAmt
Program Services$905,355ProgramServicesAmt
Management And General$105,453ManagementAndGeneralAmt
Fundraising$117,219FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$30,277TotalAmt
Program Services$24,140ProgramServicesAmt
Fundraising$6,137FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$119,716TotalAmt
Program Services$95,307ProgramServicesAmt
Management And General$15,444ManagementAndGeneralAmt
Fundraising$8,965FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$150TotalAmt
Management And General$150ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,677TotalAmt
Management And General$20,677ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$6,500TotalAmt
Fundraising$6,500FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$131,462TotalAmt
Program Services$131,462ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$18,906TotalAmt
Program Services$2,794ProgramServicesAmt
Management And General$8,756ManagementAndGeneralAmt
Fundraising$7,356FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$293,976TotalAmt
Program Services$241,446ProgramServicesAmt
Management And General$52,530ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,748TotalAmt
Program Services$6,299ProgramServicesAmt
Management And General$779ManagementAndGeneralAmt
Fundraising$1,670FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,820TotalAmt
Management And General$2,820ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$15,275TotalAmt
Program Services$6,709ProgramServicesAmt
Management And General$8,566ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
GUEST CONDUCTORS & ARTIST$265,043$265,043
MISCELLANEOUS$121,548$63,334$10,722$47,492
PROGRAM$56,991$56,991
LIBRARY$15,299$15,299

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$47,896TotalAmt
Program Services$27,863ProgramServicesAmt
Management And General$20,033ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,417,779TotalAmt
Program Services$1,842,042ProgramServicesAmt
Management And General$380,398ManagementAndGeneralAmt
Fundraising$195,339FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,345BOYAmt
EOY$59,822EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$223,178BOYAmt
EOY$281,723EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$230,728BOYAmt
EOY$184,177EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,290BOYAmt
EOY$117,275EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$57,563BOYAmt
EOY$86,271EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$302,762LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$256,899LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$36,637BOYAmt
EOY$45,863EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$18,765BOYAmt
EOY$9,972EOYAmt

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$611,300BOYAmt
EOY$809,897EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$45,861BOYAmt
EOY$37,098EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$258,790BOYAmt
EOY$340,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$304,651BOYAmt
EOY$377,098EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$217,438BOYAmt
EOY$256,299EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$89,211BOYAmt
EOY$176,500EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$306,649BOYAmt
EOY$432,799EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$611,300BOYAmt
EOY$809,897EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$126,150ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,044,004CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,234,244CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,328,094CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,177,693CurrentTaxYearMinus1YearAmt
Current Tax Year$1,535,648CurrentTaxYearAmt
Total$6,319,683TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$989,084CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,016,827CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,252,866CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,238,118CurrentTaxYearMinus1YearAmt
Current Tax Year$1,027,456CurrentTaxYearAmt
Total$5,524,351TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,033,088CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,251,071CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,580,960CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,415,811CurrentTaxYearMinus1YearAmt
Current Tax Year$2,563,104CurrentTaxYearAmt
Total$11,844,034TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$252,795CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$390,800CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$241,319CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$198,600CurrentTaxYearMinus1YearAmt
Current Tax Year$363,497CurrentTaxYearAmt
Total$1,447,011TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$252,795CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$390,800CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$241,319CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$198,600CurrentTaxYearMinus1YearAmt
Current Tax Year$363,497CurrentTaxYearAmt
Total$1,447,011TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$10,397,023PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$171CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$122CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$145CurrentTaxYearMinus2YearsAmt
Total$194TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$171CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$122CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$145CurrentTaxYearMinus2YearsAmt
Total$194TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,033,259CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,250,949CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,581,105CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,415,811CurrentTaxYearMinus1YearAmt
Current Tax Year$2,563,104CurrentTaxYearAmt
Total$11,844,228TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.87780PublicSupportCY509Pct
Public Support PY5090.88940PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$302,762OtherCostOrOtherBasisAmt
Depreciation$256,899DepreciationAmt
Book Value$45,863BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$45,863TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$2,590,905TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$46,976DonatedServicesAndUseFcltsAmt
Revenue Not Reported$46,976RevenueNotReportedAmt
Revenue Subtotal$2,543,929RevenueSubtotalAmt
Total Revenue Per Form990$2,543,929TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,464,755TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$46,976DonatedServicesUseFcltsAmt
Expenses Not Reported$46,976ExpensesNotReportedAmt
Expenses Subtotal$2,417,779ExpensesSubtotalAmt
Total Expenses Per Form990$2,417,779TotalExpensesPerForm990Amt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Licensed StatesORLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL GALA AUCEvent1Nm
Gross Receipts Event1$192,211GrossReceiptsEvent1Amt
Charitable Contri Event1$154,064CharitableContriEvent1Amt
Gross Revenue Event1$38,147GrossRevenueEvent1Amt
Non Cash Prizes Event1$6,215NonCashPrizesEvent1Amt
Rent Facility Costs Event1$23,673RentFacilityCostsEvent1Amt
Entertainment Event1$9,895EntertainmentEvent1Amt
Other Direct Expenses Event1$25,288OtherDirectExpensesEvent1Amt
Event2RENEE FLEMMINGEvent2Nm
Gross Receipts Event2$12,975GrossReceiptsEvent2Amt
Gross Revenue Event2$12,975GrossRevenueEvent2Amt
Rent Facility Costs Event2$3,773RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$1,157OtherDirectExpensesEvent2Amt
Gross Receipts Total$205,186GrossReceiptsTotalAmt
Charitable Contributions Tot$154,064CharitableContributionsTotAmt
Gross Revenue Total Events$51,122GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$6,215NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$27,446RentFcltyCostsTotalEventsAmt
Entertainment Total Events$9,895EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$26,445OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$70,001DirectExpenseSummaryEventsAmt
Net Income Summary-$18,879NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution179ContributionCnt
Noncash Contributions Rpt F990$25,166NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescSEASON TICKETSDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$2,970NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, PART I, LINE 6VOLUNTEERS ACT AS RECEPTIONISTS IN THE BUSINESS OFFICE, ASSIST IN USHERING AT YOUTH CONCERTS, HELP WITH OFFICE PROJECTS, AND SERVE ON THE ORGANIZATION'S BOARD OF DIRECTORS AND FOUNDATION BOARD.
FORM 990, PAGE 2, PART III, LINE 4ATIME PROFESSIONAL MUSICIANS BUT PROVIDE OVER 2 MILLION IN REVENUE TO OUR COMMUNITY, THUS CONTRIBUTING TO ITS CONTINUED PROSPERITY.
FORM 990, PAGE 6, PART VI, LINE 11BTHE FINANCE DIRECTOR FIRST REVIEWS THE RETURN. THEN THE BOARD TREASURER AND THE EXECUTIVE DIRECTOR REVIEW THE RETURN.
FORM 990, PAGE 6, PART VI, LINE 12CTHE CONFLICT OF INTEREST POLICY IS MONITORED THROUGH THE ORGANIZATION'S BYLAWS. EACH NEWLY APPOINTED BOARD MEMBER IS GIVEN A COPY OF THE WRITTEN BYLAWS UPON BECOMING A MEMBER. ARTICLE 16.1 OF THE BYLAYS STATES THAT A TRANSACTION WITH THE ASSOCIATION IN WHICH A DIRECTOR OF THE ASSOCIATION HAS A DIRECT OR INDIRECT INTERST IS NOT VOIDABLE BY THE ASSOCIATION SOLEY BECAUSE OF THE DIRECTOR'S INTEREST IN THE TRANSACTION IS EITHER (1) THE MATERIAL FACTS OF THE TRANSACTION AND THE DIRECTOR'S INTEREST WERE DISCLOSED OR KNOWN TO THE BOARD OF DIRECTORS OR A COMMITTEE OF THE BOARD OF DIRECTORS, AND THE BOARD OF DIRECTORS OR COMMITTEE AUTHORIZED, APPROVED OR RATIFIED THE TRANSACTION; OR (2) THE TRANSACTION WAS FAIR TO THE ASSOCIATION. AUTHORIZATION, APPROVAL OR RATIFICATION OFFERS IF A MAJORITY OF THE DIRECTORS ON THE BOARD OF DIRECTORS OR ON THE COMMITTEE, WHO HAVE NO DIRECT OR INDIRECT INTEREST IN THE TRANSACTION VOTE TO AUTHORIZE. THE ORGANIZATION HAS A TRANSPARENT RELATIONSHIP WITH ALL BOARD MEMBERS. IF ANY CONFLICT WERE TO ARISE, IT WOULD BE DISCLOSED ALMOST IMMEDIATELY.
FORM 990, PAGE 6, PART VI, LINE 15ACOMPENSATION FOR TOP MANAGEMENT OFFICIALS AND OTHER OFFICERS OR KEY EMPLOYEES IS BASED ON NATIONAL AVERAGES OBTAINED THROUGH DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS.
FORM 990, PAGE 6, PART VI, LINE 15BCOMPENSATION FOR TOP MANAGEMENT OFFICIALS AND OTHER OFFICERS OR KEY EMPLOYEES IS BASED ON THE NATIONAL AVERAGE OBTAINED THROUGH DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS.
FORM 990, PAGE 6, PART VI, LINE 19DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE EUGENE SYMPHONY BUSINESS OFFICE, IN THE FINANCE DEPARTMENT, MONDAY THROUGH FRIDAY 9:00 A.M. UNTIL 5:00 P.M.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ENDOWMENT FUND OF EUG SYMPHONYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 W 8TH AVE SUITE 115AddressLine1Txt
CityEUGENECityNm
State AbbreviationORStateAbbreviationCd
ZIP97401ZIPCd
FieldValueIRS element (for citing)
EIN930802257EIN
Primary ActivitiesSUPPORTPrimaryActivitiesTxt
Legal Domicile StateORLegalDomicileStateCd
Exempt Code Section501C3ExemptCodeSectionTxt
Public Charity Status12APublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ENDOWMENT FUND OF THE EUG SYMPHONYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$246,363InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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