2018-04-16T15:46:15-05:00 2017-06-30 930900579 McDonald Jacobs PC 520 SW Yamhill St Ste 500 Portland OR 97204 990 2016-07-01 930446527 OREGON SYMPHONY ASSOCIATION OREG 5032284294 921 SW WASHINGTON ST No 200 PORTLAND OR 972052819 JANET PLUMMER CFO & OPERATIONS OFFICER 5032284294 2018-04-12 1 Sang Ahn P00540880 5032270581 50.204.228.78 2018-04-12 19:29:16 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9FD007705BB66F6BB8E67BDC661410673D7FE648 2016 2021-01-29 14:40:06Z SCOTT SHOWALTER 921 SW WASHINGTON ST No 200 PORTLAND OR 972052819 20305066 0 X WWW.ORSYMPHONY.ORG X 1896 OR WE SERVE OUR COMMUNITIES BY CREATING OUTSTANDING LIVE MUSICAL EXPERIENCES. 34 34 354 278 0 0 7867805 9679373 8062682 9624820 187118 184541 102857 203515 16220462 19692249 10000 20000 0 0 10023095 10523419 0 0 1083794 6460460 8004120 16493555 18547539 -273093 1144710 15199796 17270925 4315444 4175199 10884352 13095726 X 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. 0 0 14664882 20000 9624820 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. 14664882 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 1 100 0 354 1 0 0 0 0 0 0 0 0 0 0 X 34 34 1 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 JACK WILBORN CHAIRMAN 20.00 1.00 X X 0 0 0 ROBERT HARRISON VICE CHAIR 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 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 RON BLESSINGER MUSICIAN/BOARD MEMBER 35.00 X 58275 0 17755 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 47262 0 22237 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 DON HERMANNS MUSICIAN/BOARD MEMBER 35.00 X 50044 0 22259 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 KRIS KERNS BOARD MEMBER 5.00 X 0 0 0 THOMAS M LAUDERDALE BOARD MEMBER 5.00 X 0 0 0 JAMES D LYNCH 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 FRANCINE SHETTERLEY EX OFFICIO DIRECTOR 5.00 X 0 0 0 LARRY VOLLUM BOARD MEMBER 5.00 X 0 0 0 KAREN WAGNER MUSICIAN 35.00 X 57804 0 21555 DERALD WALKER BOARD MEMBER 5.00 X 0 0 0 SCOTT SHOWALTER PRESIDENT/CEO 50.00 1.00 X 248177 0 19327 JANET PLUMMER CFOO 50.00 X 146908 0 20583 SARAH KWAK CONCERTMASTER 35.00 X 168871 0 12002 ELLEN BUSSING VP DEVELOPMENT 35.00 X 151499 0 14341 928840 0 150059 4 0 1 0 Portland 5 Center for the Arts 1037 SW Broadway Portland OR 97205 Concert Hall 1131652 Seldy Cramer Inc 601 Van Ness Ave 15 San Francisco CA 94102 Artist Fees 485723 Alco Properties dba Pittock Block LLC 921 SW Washington Ste 100 Portland OR 97205 Offices - Lease 223379 Oregonian Publishing Co LLC dba Oregoni Dept 77571 PO Box 77000 Detroit MI 48277 Advertising 170941 Documart Copies & Printing 3310 NW Yeon Portland OR 97210 Printing Services 158702 10 718155 609142 8352076 51483 9679373 CONCERT TICKET & FEES 711130 9624820 9624820 9624820 87182 87182 937 937 625423 528064 97359 97359 97359 214224 718155 84753 129471 129471 OTHER INCOME 900099 73627 73627 TRANSFER TO OSF 900099 -520 -520 73107 19692249 9624820 0 388056 20000 20000 727996 374997 261416 91583 7212549 5524641 1239222 448686 344354 272877 52233 19244 1429352 1248027 125180 56145 809168 627029 133137 49002 77616 77616 54007 54007 185979 164903 10262 10814 897655 894242 3413 853856 458197 299947 95712 929078 748805 137608 42665 17771 17771 121462 25892 38008 57562 73679 32362 41317 16861 16861 GUEST ARTISTS 2781952 2781952 OTHER PRODUCTION EXPENS 839426 839426 CONTRACT LABOR 613746 516609 97130 7 MISCELLANEOUS 349589 117152 214919 17518 191443 191443 18547539 14664882 2798863 1083794 2417983 2215582 1096425 2437484 323015 378767 5646 320061 418003 1998401 1180846 672254 817555 9546834 10173692 817578 829842 15199796 17270925 409703 434840 3891698 3725089 14043 15270 4315444 4175199 X -576184 -225567 2921283 4734796 8539253 8586497 10884352 13095726 15199796 17270925 1144710 1066664 0 X X 0 1 X 1 0 X 6388591 5832494 7368826 7867815 9694376 37152102 6388591 5832494 7368826 7867815 9694376 37152102 37152102 106371 120631 101559 134537 88119 551217 132591 33726 155129 53472 129471 504389 97506 54377 80812 52098 73627 358420 38566128 40101905 0.96330 X 0.76760 0.00830 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9497652 47244 1198625 623623 10119898 10243265 185154 -316107 614660 9497652 10835840 2537 8053 603165 10243265 9866704 2564 1563992 597420 10835840 9515982 2449 953990 605717 9866704 0.84850 0.15150 0 0 1922359 1180846 741513 76042 76042 817555 CHARITABLE GIFT ANNUITY 15270 15270 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 932379 718155 214224 79307 5446 932379 718155 214224 79307 5446 84753 129471 0 Dance West 11375 SW Center St Beaverton OR 97005 936001065 501(C)(3) 10000 Further Work of Dance West Classical UpClose PO Box 23751 Tigard OR 97281 465255081 501(C)(3) 10000 Further Work of Classical UpClose 2 0 X X X 0 0 0 0 0 0 0 0 0 SCOTT SHOWALTER PRESIDENT/CEO 248177 0 0 0 0 0 12500 0 6827 0 267504 0 0 0 JANET PLUMMER CFOO 146908 0 0 0 0 0 7514 0 13069 0 167491 0 0 0 SARAH KWAK CONCERTMASTER 168871 0 0 0 0 0 3487 0 8515 0 180873 0 0 0 ELLEN BUSSING VP DEVELOPMENT 151499 0 0 0 0 0 7514 0 6827 0 165840 0 0 0 PINK MARTINI BAND FOUNDER IS A BOARD MEMBER 200000 FEE FOR PERFORMANCE IN FISCAL YEAR 2018 0 X Food/Wine 36 47733 FAIR MARKET VALUE X Supplies (Umbrellas for Gala) 1 3750 FAIR MARKET VALUE 0 0 1 0 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. OREGON SYMPHONY FOUNDATION 921 SW WASHINGTON SUITE 200 PORTLAND OR 97205 931225609 SUPPORT OF THE OREGON SYMPHONY ASSOCIATION OR 501(C)(3) Line 12a, I OREGON SYMPHONY ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0