EUGENE SYMPHONY ASSOCIATION INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
EUGENE SYMPHONY ASSOCIATION INC (EIN 93-0556298)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-15
IRS object ID
201841359349314114
Schema version
2016v3.1
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)
Return2018-05-15T17:05:18-07:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

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 Begin2016-07-01TaxPeriodBeginDt

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
Signature2018-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRITZ S DUNCANPreparerPersonNm
PTINP00036435PTIN
Phone5416872320PhoneNum
Preparation2018-05-15PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdC9E21E635FBF3B49EFFC6769C6377F6DC1330F24AtSubmissionCreationDeviceId
At Submission Filing Device IdC9E21E635FBF3B49EFFC6769C6377F6DC1330F24AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$2,469,954GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressEUGENESYMPHONY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1966FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionPRESENTING A DIVERSE RANGE OF ORCHESTRAL REPERTOIRE AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE, AND PROVIDING QUALITY MUSIC EDUCATION OPPORTUNITIES FOR CHILDREN AND ADULTS.ActivityOrMissionDesc
Voting Members Governing Body34VotingMembersGoverningBodyCnt
Voting Members Independent34VotingMembersIndependentCnt
Total Employee163TotalEmployeeCnt
Total Volunteers175TotalVolunteersCnt
Total Gross UBI$54,143TotalGrossUBIAmt
PY Contributions Grants$1,418,502PYContributionsGrantsAmt
CY Contributions Grants$1,177,693CYContributionsGrantsAmt
PY Program Service Revenue$1,017,012PYProgramServiceRevenueAmt
CY Program Service Revenue$900,886CYProgramServiceRevenueAmt
PY Investment Income$145PYInvestmentIncomeAmt
CY Investment Income$79CYInvestmentIncomeAmt
PY Other Revenue$209,329PYOtherRevenueAmt
CY Other Revenue$310,766CYOtherRevenueAmt
PY Total Revenue$2,644,988PYTotalRevenueAmt
CY Total Revenue$2,389,424CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,481,832PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,452,257CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$16,678PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$11,153CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$186,080CYTotalFundraisingExpenseAmt
PY Other Expenses$1,143,446PYOtherExpensesAmt
CY Other Expenses$1,054,712CYOtherExpensesAmt
PY Total Expenses$2,641,956PYTotalExpensesAmt
CY Total Expenses$2,518,122CYTotalExpensesAmt
PY Revenues Less Expenses$3,032PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$128,698CYRevenuesLessExpensesAmt
Total Assets BOY$886,967TotalAssetsBOYAmt
Total Assets EOY$611,300TotalAssetsEOYAmt
Total Liabilities BOY$451,620TotalLiabilitiesBOYAmt
Total Liabilities EOY$304,651TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$435,347NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$306,649NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPRESENTING A DIVERSE RANGE OF ORCHESTRAL REPERTOIRE AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE, AND PROVIDING QUALITY MUSIC EDUCATION OPPORTUNITIES FOR CHILDREN AND ADULTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,899,569ExpenseAmt
DescTHE EUGENE SYMPHONY PRODUCED TEN SYMPHONIC CONCERTS THAT WERE ATTENDED BY 20,000 PEOPLE, PLUS TWO 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 PROGRAMS THAT REACHED 14,153 STUDENTS, TEACHERS, ADULTS, AND SENIORS. CONTINUED ON SCHEDULE O. PER OUR COMMITMENT TO ACCESSIBILITY, WE WAIVED THE FEE FOR 2,174 OR 38% OF STUDENTS UNABLE TO AFFORD THE 5.00 TICKET PRICE TO OUR YOUTH CONCERTS. 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$1,899,569TotalProgramServiceExpensesAmt
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 ContrifalseDeductibleNonCashContriInd
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 Document35IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee163EmployeeCnt
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 Members34GoverningBodyVotingMembersCnt
Independent Voting Member34IndependentVotingMemberCnt
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 BodyYes (true)Form990ProvidedToGvrnBodyInd
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)
PersonLISA RAFFINPersonNm
Phone5416879487PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (35 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
DEBORAH CARVER
DIRECTOR1.00Yes (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
DIRECTOR5.00Yes (X)$0$0$0
DAVID KAMMERER
DIRECTOR1.00Yes (X)$0$0$0
STEPHANIE PEARL KIMMEL
DIRECTOR1.00Yes (X)$0$0$0
SARAH MAGGIO
DIRECTOR1.00Yes (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)$107,112$0$2,914
FieldValueIRS element (for citing)
Total Reportable Comp From Org$107,112TotalReportableCompFromOrgAmt
Total Other Compensation$2,914TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$26,411FundraisingAmt
Government Grants$25,004GovernmentGrantsAmt
All Other Contributions$1,126,278AllOtherContributionsAmt
Total Contributions$1,177,693TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE REVENUEDesc
Total Revenue Column$900,886TotalRevenueColumnAmt
Related Or Exempt Func Income$900,886RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$900,886TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$79TotalRevenueColumnAmt
Related Or Exempt Func Income$79RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$279,017FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$26,411ContriRptFundraisingEventAmt
Fundraising Direct Expenses$80,530FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$198,487TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtBusinessBusinessCdUnrelated Business RevenueUnrelatedBusinessRevenueAmt
OTHER INCOME$58,136$58,136
ADVERTISING$54,143511120$54,143
FieldValueIRS element (for citing)
Other Revenue Total$112,279OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,389,424TotalRevenueColumnAmt
Related Or Exempt Func Income$959,101RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$54,143UnrelatedBusinessRevenueAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$122,522TotalAmt
Management And General$122,522ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,209,292TotalAmt
Program Services$989,028ProgramServicesAmt
Management And General$107,533ManagementAndGeneralAmt
Fundraising$112,731FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$25,627TotalAmt
Program Services$18,495ProgramServicesAmt
Fundraising$7,132FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$94,816TotalAmt
Program Services$69,880ProgramServicesAmt
Management And General$16,055ManagementAndGeneralAmt
Fundraising$8,881FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,272TotalAmt
Management And General$14,272ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$11,153TotalAmt
Fundraising$11,153FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$153,594TotalAmt
Program Services$153,594ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,558TotalAmt
Program Services$4,090ProgramServicesAmt
Management And General$7,127ManagementAndGeneralAmt
Fundraising$9,341FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$292,554TotalAmt
Program Services$245,525ProgramServicesAmt
Management And General$47,029ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$14,352TotalAmt
Program Services$11,167ProgramServicesAmt
Management And General$2,558ManagementAndGeneralAmt
Fundraising$627FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$19,202TotalAmt
Program Services$5,257ProgramServicesAmt
Management And General$13,945ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,803TotalAmt
Program Services$2,505ProgramServicesAmt
Management And General$10,298ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
GUEST CONDUCTORS & ARTIST$202,903$202,903
MISCELLANEOUS$155,723$96,892$22,616$36,215
RECRUITMENT EXPENSE$47,494$47,494
PROGRAM$47,093$47,093

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$74,164TotalAmt
Program Services$53,140ProgramServicesAmt
Management And General$21,024ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,518,122TotalAmt
Program Services$1,899,569ProgramServicesAmt
Management And General$432,473ManagementAndGeneralAmt
Fundraising$186,080FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,150BOYAmt
EOY$3,345EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$326,215BOYAmt
EOY$223,178EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$399,205BOYAmt
EOY$230,728EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,258BOYAmt
EOY$16,290EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$75,412BOYAmt
EOY$57,563EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$297,836LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$261,199LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$45,267BOYAmt
EOY$36,637EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$2,666BOYAmt
EOY$18,765EOYAmt

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$886,967BOYAmt
EOY$611,300EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$44,227BOYAmt
EOY$45,861EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$407,393BOYAmt
EOY$258,790EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$451,620BOYAmt
EOY$304,651EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$213,170BOYAmt
EOY$217,438EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$222,177BOYAmt
EOY$89,211EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$435,347BOYAmt
EOY$306,649EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$886,967BOYAmt
EOY$611,300EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$128,698ReconcilationRevenueExpnssAmt
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$1,134,080CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,044,004CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,234,244CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,328,094CurrentTaxYearMinus1YearAmt
Current Tax Year$1,177,693CurrentTaxYearAmt
Total$5,918,115TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,104,002CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$989,084CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,016,827CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,252,866CurrentTaxYearMinus1YearAmt
Current Tax Year$1,238,118CurrentTaxYearAmt
Total$5,600,897TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,238,082CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,033,088CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,251,071CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,580,960CurrentTaxYearMinus1YearAmt
Current Tax Year$2,415,811CurrentTaxYearAmt
Total$11,519,012TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$189,465CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$252,795CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$390,800CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$241,319CurrentTaxYearMinus1YearAmt
Current Tax Year$198,600CurrentTaxYearAmt
Total$1,272,979TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$189,465CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$252,795CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$390,800CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$241,319CurrentTaxYearMinus1YearAmt
Current Tax Year$198,600CurrentTaxYearAmt
Total$1,272,979TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$10,246,033PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$350CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$171CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$122CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$145CurrentTaxYearMinus1YearAmt
Total$544TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$350CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$171CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$122CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$145CurrentTaxYearMinus1YearAmt
Total$544TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,238,432CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,033,259CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,250,949CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,581,105CurrentTaxYearMinus1YearAmt
Current Tax Year$2,415,811CurrentTaxYearAmt
Total$11,519,556TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.88940PublicSupportCY509Pct
Public Support PY5090.88750PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$297,836OtherCostOrOtherBasisAmt
Depreciation$261,199DepreciationAmt
Book Value$36,637BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$36,637TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$2,475,412TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$85,988DonatedServicesAndUseFcltsAmt
Revenue Not Reported$85,988RevenueNotReportedAmt
Revenue Subtotal$2,389,424RevenueSubtotalAmt
Total Revenue Per Form990$2,389,424TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,604,110TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$85,988DonatedServicesUseFcltsAmt
Expenses Not Reported$85,988ExpensesNotReportedAmt
Expenses Subtotal$2,518,122ExpensesSubtotalAmt
Total Expenses Per Form990$2,518,122TotalExpensesPerForm990Amt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Licensed StatesORLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL GALA AUCEvent1Nm
Gross Receipts Event1$236,016GrossReceiptsEvent1Amt
Charitable Contri Event1$26,411CharitableContriEvent1Amt
Gross Revenue Event1$209,605GrossRevenueEvent1Amt
Other Direct Expenses Event1$80,530OtherDirectExpensesEvent1Amt
Event2OTHER EVENTSEvent2Nm
Gross Receipts Event2$69,412GrossReceiptsEvent2Amt
Gross Revenue Event2$69,412GrossRevenueEvent2Amt
Gross Receipts Total$305,428GrossReceiptsTotalAmt
Charitable Contributions Tot$26,411CharitableContributionsTotAmt
Gross Revenue Total Events$279,017GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$80,530OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$80,530DirectExpenseSummaryEventsAmt
Net Income Summary$198,487NetIncomeSummaryAmt

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 4APER OUR COMMITMENT TO ACCESSIBILITY, WE WAIVED THE FEE FOR 2,174 OR 38% OF STUDENTS UNABLE TO AFFORD THE 5.00 TICKET PRICE TO OUR YOUTH CONCERTS. 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.
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$235,221InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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