OREGON SYMPHONY ASSOCIATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- OREGON SYMPHONY ASSOCIATION (EIN 93-0446527)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-04-16
- IRS object ID
- 201831069349301263
- Schema version
- 2016v3.0
- 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 | 2018-04-16T15:46:15-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | 2018-04-12 | 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 | 2018-04-12 | IPDt |
| IP Tm | 19:29:16 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9FD007705BB66F6BB8E67BDC661410673D7FE648 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $20,305,066 | 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 | WE SERVE OUR COMMUNITIES BY CREATING OUTSTANDING LIVE MUSICAL EXPERIENCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 354 | TotalEmployeeCnt |
| Total Volunteers | 278 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,867,805 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,679,373 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,062,682 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,624,820 | CYProgramServiceRevenueAmt |
| PY Investment Income | $187,118 | PYInvestmentIncomeAmt |
| CY Investment Income | $184,541 | CYInvestmentIncomeAmt |
| PY Other Revenue | $102,857 | PYOtherRevenueAmt |
| CY Other Revenue | $203,515 | CYOtherRevenueAmt |
| PY Total Revenue | $16,220,462 | PYTotalRevenueAmt |
| CY Total Revenue | $19,692,249 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,023,095 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,523,419 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,083,794 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,460,460 | PYOtherExpensesAmt |
| CY Other Expenses | $8,004,120 | CYOtherExpensesAmt |
| PY Total Expenses | $16,493,555 | PYTotalExpensesAmt |
| CY Total Expenses | $18,547,539 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$273,093 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,144,710 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,199,796 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,270,925 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,315,444 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,175,199 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,884,352 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,095,726 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE SERVE OUR COMMUNITIES BY CREATING OUTSTANDING LIVE MUSICAL EXPERIENCES. WE ANNUALY SERVE MORE THAN 225,000 COMMUNITY MEMBERS THROUGH NEARLY 100 PERFORMANCES AND PROVIDE EDUCATIONAL AND COMMUNITY ENGAGEMENT PROGRAMS TO OVER 60,000 THROUGH OVER 250 EVENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,664,882 | ExpenseAmt |
| Grant | $20,000 | GrantAmt |
| Revenue | $9,624,820 | RevenueAmt |
| Desc | Artistic AchievementsFY17 marked arguably the most successful season in the Oregon Symphony's 121-year history. We reached a record 295,000 people (up 22%) through concerts, education and engagement programs, local broadcasting, and community panels with millions more reached through national radio broadcasts of several concerts. With passion and through innovation, we set organizational records in earned and contributed revenue, and achieved a balanced budget for an eighth consecutive season.Continued on Schedule OAt the center of our season was SoundSights, an innovative concert series that combined classical music with the visual arts. These multimedia events garnered unprecedented media attention, captured the imagination of new and returning concertgoers, and created productions that will be performed by other orchestras around the country.In September 2016, Bla Bartok's dark and powerful opera Bluebeard's Castle was semi-staged with towering colored glass sculptures by Washington artist Dale Chihuly. This danse macabre of mystery and horror - the Portland premiere of this unique concert pairing - featured Hungarian opera singers Viktoria Vizin and Gbor Gretz against a stunning backdrop of Chihuly's glass set pieces. The production drew hundreds of first-time concertgoers to the hall and received notices and rave reviews in local, national, and international media with BBC Music Magazine declaring it one of the top twenty concerts to see in North America in September. In December 2016, audiences were treated to the Oregon premiere of Olivier Messiaen's exotic masterwork Turangalla, accompanied by original video animation "DJ'ed" in real-time by renowned artist Rose Bond and her team from the Pacific Northwest College of Art. Bond's animation transformed the walls of the concert hall into a visual stage, with Bond's animation offering a riveting interpretation of Messiaen's meditative and kaleidoscopic symphony. This synesthetic concert experience drew hundreds of first-time concertgoersmany from our area's visual arts communityand was called by Oregon Artswatch "a tapestry of interwoven polysensory delight and highlighted in BBC Music Magazine as a not-to-be missed event in North America.And in May 2017, we concluded SoundSights with Stravinsky's Persphone featuring original stage design by Michael Curry of Lion King fame. This wholly original marriage of orchestral music, puppetry, and theater was met with standing ovations from three sell-out crowds. In FY17, the Oregon Symphony presented 113 performances of 57 concert programs, we reached an audience of approximately 180,000 - up 16% year-over-year and a new Oregon Symphony record. We sold out 28 concerts (30% of 94 ticketed concerts in the hallalso a new record), brought to our stage enduring and innovative productions, and staged more performances across all genres.Throughout the season, we brought diverse audiences a wide range of programs, including classical superstars and popular non-classical performers. They included many headlining, internationally known artists of color, including: Patti Austin, Japanese Taiko ensemble Kodo, Wynton Marsalis, the Shanghai Acrobats of the People's Republic of China, Jake Shimabukuro, and Tango Calientein addition to our annual Gospel Christmas concert, which features the country's largest community gospel choir performing alongside our orchestra.In March 2017, we released Haydn Symphonies, our newest CD on the Pentatone label. This release, featuring three works by the composer, follows our previous Grammy-nominated CDs under Music Director Carlos Kalmar. The CD received positive reviews, with Audiophile Audition calling it "a grand performance of the immortal Haydn that catches a world-class symphony at the top of their game."This season also saw the first Oregon Symphony commissions in many years: award-winning composer Chris Rogerson's Among Mountains, a celebratory "overture" for our 120th anniversary (hailed as "love at first hearing" in one review); Portland composer Kenji Bunch's Aspects of an Elephant; and works by Oregon Symphony percussionists Niel DePonte and Sergio Carreno using experimental wearable technology developed through an Oregon Symphony collaboration with Intel.Bunch's new work was recorded for broadcast on All Classical Portland and online streaming via our website, and will be included on a forthcoming Oregon Symphony CD of contemporary American composers, alongside four other works that we recorded this season: Christopher Rouse's Supplica, Sean Shepherd's Magiya, Sebastian Currier's Microsymph, and Samuel Barber's Souvenirs. With the exception of Barber's piece, none of the included works has been recorded before.We reached nearly 12 million national listeners in a range of markets through broadcasts of several concerts via SymphonyCast and Performance Today - two classical music radio programs produced by American Public Media. In addition, we reached 46,000 listeners in Oregon and southwest Washington by broadcasting our Waterfront Festival finale and four classical concert programs on All Classical.Education & Community ProgramsIn 2016-17, the Oregon Symphony reached a record 61,000 people in schools, community centers, libraries, retirement communities, correctional facilities, and other venues throughout our region. We served our vibrant and diverse community by expanding music education programs, adding free and inclusive community performances, bringing more students to the hall than ever before, and broadcasting performances to listeners around the world.In Our CommunityWe brought live orchestral music and life-enhancing experiences to diverse audiences throughout our region. This included the expansion of the musicNOW program a music therapy-informed program that engages those living with dementia to serve 240 residents, family members, and caregivers at two local senior residences. At these events, Oregon Symphony musicians teamed with music therapists from Earthtones Music Therapy Services to bring music-making and movement to those living with age-related cognitive loss.In Schools and the Concert HallThis year, we expanded school programs that brought inspiration and music education to tens of thousands of K-12 students. We also brought thousands of students from throughout our area to the concert hall for unique performance opportunities and developmentally appropriate concerts.One of the season's highlights was the continued development of the music education program in the David Douglas School District through the Oregon Community Foundation's Studio to School initiative. This included the expansion of the Link Up program, which brought deep, year-long music instruction to 3rd-5th graders. Using curriculum developed by Carnegie Hall's Weill Music Institute, we once again served 2,700 students from DDSD through Link Up, and grew the program to reach 2,700 additional children from 23 elementary schools throughout the metro area.We added a second Link Up concert in May so that all 5,400 participating students could join forces with the orchestra in the hall, singing and playing music they practiced throughout the year. Many of these students would not otherwise have the opportunity to visit the concert hall or learn and experience music performance at this level. A vast majority of participating teachers report an increase in their students' interest in music performance outside of the curriculum. | Desc |
| Total Program Service Expenses | $14,664,882 | 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 | 100 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 354 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JACK WILBORN | ||||||||
| CHAIRMAN | 20.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT HARRISON | ||||||||
| VICE CHAIR | 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) | $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 | |||
| RON BLESSINGER | ||||||||
| MUSICIAN/BOARD MEMBER | 35.00 | Yes (X) | $58,275 | $0 | $17,755 | |||
| 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) | $47,262 | $0 | $22,237 | |||
| 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 | |||
| DON HERMANNS | ||||||||
| MUSICIAN/BOARD MEMBER | 35.00 | Yes (X) | $50,044 | $0 | $22,259 | |||
| 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 | |||
| KRIS KERNS | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS M LAUDERDALE | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES D LYNCH | ||||||||
| 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 | |||
| FRANCINE SHETTERLEY | ||||||||
| EX OFFICIO DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY VOLLUM | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN WAGNER | ||||||||
| MUSICIAN | 35.00 | Yes (X) | $57,804 | $0 | $21,555 | |||
| DERALD WALKER | ||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT SHOWALTER | ||||||||
| PRESIDENT/CEO | 50.00 | 1.00 | Yes (X) | $248,177 | $0 | $19,327 | ||
| JANET PLUMMER | ||||||||
| CFOO | 50.00 | Yes (X) | $146,908 | $0 | $20,583 | |||
| SARAH KWAK | ||||||||
| CONCERTMASTER | 35.00 | $168,871 | $0 | $12,002 | Yes (X) | |||
| ELLEN BUSSING | ||||||||
| VP DEVELOPMENT | 35.00 | $151,499 | $0 | $14,341 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $928,840 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $150,059 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 | $1,131,652 |
| Seldy Cramer Inc | |||||
| 601 Van Ness Ave 15 | San Francisco | CA | 94102 | Artist Fees | $485,723 |
| Alco Properties dba Pittock Block LLC | |||||
| 921 SW Washington Ste 100 | Portland | OR | 97205 | Offices - Lease | $223,379 |
| Oregonian Publishing Co LLC dba Oregoni | |||||
| Dept 77571 PO Box 77000 | Detroit | MI | 48277 | Advertising | $170,941 |
| Documart Copies & Printing | |||||
| 3310 NW Yeon | Portland | OR | 97210 | Printing Services | $158,702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $718,155 | FundraisingAmt |
| Government Grants | $609,142 | GovernmentGrantsAmt |
| All Other Contributions | $8,352,076 | AllOtherContributionsAmt |
| Noncash Contributions | $51,483 | NoncashContributionsAmt |
| Total Contributions | $9,679,373 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCERT TICKET & FEES | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $9,624,820 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,624,820 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,624,820 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,182 | TotalRevenueColumnAmt |
| Exclusion | $87,182 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $937 | TotalRevenueColumnAmt |
| Exclusion | $937 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $625,423 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $528,064 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $97,359 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,359 | TotalRevenueColumnAmt |
| Exclusion | $97,359 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $214,224 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $718,155 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $84,753 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,471 | TotalRevenueColumnAmt |
| Exclusion | $129,471 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $73,627 | $73,627 |
| TRANSFER TO OSF | 900099 | -$520 | -$520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $73,107 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,692,249 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,624,820 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $388,056 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $727,996 | TotalAmt |
| Program Services | $374,997 | ProgramServicesAmt |
| Management And General | $261,416 | ManagementAndGeneralAmt |
| Fundraising | $91,583 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,212,549 | TotalAmt |
| Program Services | $5,524,641 | ProgramServicesAmt |
| Management And General | $1,239,222 | ManagementAndGeneralAmt |
| Fundraising | $448,686 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,354 | TotalAmt |
| Program Services | $272,877 | ProgramServicesAmt |
| Management And General | $52,233 | ManagementAndGeneralAmt |
| Fundraising | $19,244 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,429,352 | TotalAmt |
| Program Services | $1,248,027 | ProgramServicesAmt |
| Management And General | $125,180 | ManagementAndGeneralAmt |
| Fundraising | $56,145 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $809,168 | TotalAmt |
| Program Services | $627,029 | ProgramServicesAmt |
| Management And General | $133,137 | ManagementAndGeneralAmt |
| Fundraising | $49,002 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,616 | TotalAmt |
| Management And General | $77,616 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,007 | TotalAmt |
| Management And General | $54,007 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,979 | TotalAmt |
| Program Services | $164,903 | ProgramServicesAmt |
| Management And General | $10,262 | ManagementAndGeneralAmt |
| Fundraising | $10,814 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,655 | TotalAmt |
| Program Services | $894,242 | ProgramServicesAmt |
| Fundraising | $3,413 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $853,856 | TotalAmt |
| Program Services | $458,197 | ProgramServicesAmt |
| Management And General | $299,947 | ManagementAndGeneralAmt |
| Fundraising | $95,712 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $929,078 | TotalAmt |
| Program Services | $748,805 | ProgramServicesAmt |
| Management And General | $137,608 | ManagementAndGeneralAmt |
| Fundraising | $42,665 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,771 | TotalAmt |
| Program Services | $17,771 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,462 | TotalAmt |
| Program Services | $25,892 | ProgramServicesAmt |
| Management And General | $38,008 | ManagementAndGeneralAmt |
| Fundraising | $57,562 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,679 | TotalAmt |
| Program Services | $32,362 | ProgramServicesAmt |
| Management And General | $41,317 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,861 | TotalAmt |
| Management And General | $16,861 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GUEST ARTISTS | $2,781,952 | $2,781,952 | ||
| OTHER PRODUCTION EXPENS | $839,426 | $839,426 | ||
| CONTRACT LABOR | $613,746 | $516,609 | $97,130 | $7 |
| MISCELLANEOUS | $349,589 | $117,152 | $214,919 | $17,518 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,443 | TotalAmt |
| Fundraising | $191,443 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,547,539 | TotalAmt |
| Program Services | $14,664,882 | ProgramServicesAmt |
| Management And General | $2,798,863 | ManagementAndGeneralAmt |
| Fundraising | $1,083,794 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,417,983 | BOYAmt |
| EOY | $2,215,582 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,096,425 | BOYAmt |
| EOY | $2,437,484 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,015 | BOYAmt |
| EOY | $378,767 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,646 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,061 | BOYAmt |
| EOY | $418,003 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,998,401 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,180,846 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $672,254 | BOYAmt |
| EOY | $817,555 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,546,834 | BOYAmt |
| EOY | $10,173,692 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $817,578 | BOYAmt |
| EOY | $829,842 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,199,796 | BOYAmt |
| EOY | $17,270,925 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,703 | BOYAmt |
| EOY | $434,840 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,891,698 | BOYAmt |
| EOY | $3,725,089 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,043 | BOYAmt |
| EOY | $15,270 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,315,444 | BOYAmt |
| EOY | $4,175,199 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$576,184 | BOYAmt |
| EOY | -$225,567 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,921,283 | BOYAmt |
| EOY | $4,734,796 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,539,253 | BOYAmt |
| EOY | $8,586,497 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,884,352 | BOYAmt |
| EOY | $13,095,726 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,199,796 | BOYAmt |
| EOY | $17,270,925 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,144,710 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,066,664 | 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 | $6,388,591 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,832,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,368,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,867,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,694,376 | CurrentTaxYearAmt |
| Total | $37,152,102 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,388,591 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,832,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,368,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,867,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,694,376 | CurrentTaxYearAmt |
| Total | $37,152,102 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $37,152,102 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,371 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120,631 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,537 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,119 | CurrentTaxYearAmt |
| Total | $551,217 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132,591 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,726 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,472 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $129,471 | CurrentTaxYearAmt |
| Total | $504,389 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $97,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,377 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,098 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,627 | CurrentTaxYearAmt |
| Total | $358,420 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,566,128 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $40,101,905 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96330 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support PY509 | 0.76760 | PublicSupportPY509Pct |
| Investment Income PY | 0.00830 | InvestmentIncomePYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,515,982 | BeginningYearBalanceAmt |
| Contributions | $2,449 | ContributionsAmt |
| Investment Earnings Or Losses | $953,990 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $605,717 | OtherExpendituresAmt |
| End Year Balance | $9,866,704 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.84850 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15150 | 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 | $1,922,359 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,180,846 | DepreciationAmt |
| Book Value | $741,513 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,042 | OtherCostOrOtherBasisAmt |
| Book Value | $76,042 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $817,555 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY | Desc |
| Amt | $15,270 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,270 | 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 | $932,379 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $718,155 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $214,224 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $79,307 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,446 | EntertainmentEvent1Amt |
| Gross Receipts Total | $932,379 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $718,155 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $214,224 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $79,307 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,446 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $84,753 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $129,471 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Dance West | |||||||
| 11375 SW Center St | Beaverton | OR | 97005 | 936001065 | 501(C)(3) | $10,000 | Further Work of Dance West |
| Classical UpClose | |||||||
| PO Box 23751 | Tigard | OR | 97281 | 465255081 | 501(C)(3) | $10,000 | Further Work of Classical UpClose |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | $248,177 | $0 | $0 | $0 | $0 | $0 | $12,500 | $0 | $6,827 | $0 | $267,504 | $0 | $0 | $0 |
| JANET PLUMMER | ||||||||||||||
| CFOO | $146,908 | $0 | $0 | $0 | $0 | $0 | $7,514 | $0 | $13,069 | $0 | $167,491 | $0 | $0 | $0 |
| SARAH KWAK | ||||||||||||||
| CONCERTMASTER | $168,871 | $0 | $0 | $0 | $0 | $0 | $3,487 | $0 | $8,515 | $0 | $180,873 | $0 | $0 | $0 |
| ELLEN BUSSING | ||||||||||||||
| VP DEVELOPMENT | $151,499 | $0 | $0 | $0 | $0 | $0 | $7,514 | $0 | $6,827 | $0 | $165,840 | $0 | $0 | $0 |
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 | FEE FOR PERFORMANCE IN FISCAL YEAR 2018 | 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 | 36 | $47,733 | FAIR MARKET VALUE |
| Yes (X) | Supplies (Umbrellas for Gala) | 1 | $3,750 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | 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 | THE 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 12a, I | 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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