PORTLAND YOUTH PHILHARMONIC ASSOCIATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PORTLAND YOUTH PHILHARMONIC ASSOCIATION (EIN 93-0386902)
Tax period
2016-06-01 to 2017-05-31
Filed
2017-12-21
IRS object ID
201713559349300801
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-12-21T09:25:56-06:00ReturnTs
Tax Period End2017-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930743240PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOFFMAN STEWART & SCHMIDT PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14900 MEADOWS ROAD STE 200AddressLine1Txt
CityLAKE OSWEGOCityNm
State AbbreviationORStateAbbreviationCd
ZIP970353295ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930386902EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PORTLAND YOUTH PHILHARMONIC ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPORTBusinessNameControlTxt
Phone5032235939PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19320 SW BARBUR BLVD NO 140AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972195404ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNOREEN MURDOCKPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5032235939PhoneNum
Signature2017-12-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASON HALLPreparerPersonNm
PTINP00960849PTIN
Phone5032205900PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.95.39.225IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-12-06IPDt
IP Tm09:13:42IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3639D5967EDCA07818AF79CB248A9D609BB94A49AtSubmissionCreationDeviceId
At Submission Filing Device Id152771DFACD1F00D834901529B1F8488AF9B8A65AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNOREEN MURDOCKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19320 SW BARBUR BLVD NO 140AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972195404ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$920,098GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PORTLANDYOUTHPHIL.ORGWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1925FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionTO MAINTAIN THE FINEST POSSIBLE YOUTH ORCHESTRAS TO INSPIRE AND EDUCATE YOUNG PEOPLE.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee26TotalEmployeeCnt
Total Volunteers82TotalVolunteersCnt
Total Gross UBI$13,389TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$5,274NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$572,186PYContributionsGrantsAmt
CY Contributions Grants$471,082CYContributionsGrantsAmt
PY Program Service Revenue$346,186PYProgramServiceRevenueAmt
CY Program Service Revenue$344,733CYProgramServiceRevenueAmt
PY Investment Income$152,302PYInvestmentIncomeAmt
CY Investment Income$86,133CYInvestmentIncomeAmt
PY Other Revenue$19,842PYOtherRevenueAmt
CY Other Revenue$10,702CYOtherRevenueAmt
PY Total Revenue$1,090,516PYTotalRevenueAmt
CY Total Revenue$912,650CYTotalRevenueAmt
PY Grants And Similar Paid$23,635PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$24,018CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$474,691PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$470,276CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$121,186CYTotalFundraisingExpenseAmt
PY Other Expenses$312,508PYOtherExpensesAmt
CY Other Expenses$373,719CYOtherExpensesAmt
PY Total Expenses$810,834PYTotalExpensesAmt
CY Total Expenses$868,013CYTotalExpensesAmt
PY Revenues Less Expenses$279,682PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$44,637CYRevenuesLessExpensesAmt
Total Assets BOY$3,319,937TotalAssetsBOYAmt
Total Assets EOY$3,552,940TotalAssetsEOYAmt
Total Liabilities BOY$37,477TotalLiabilitiesBOYAmt
Total Liabilities EOY$70,338TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,282,460NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,482,602NetAssetsOrFundBalancesEOYAmt
MissionIT IS THE PURPOSE OF THE PORTLAND YOUTH PHILHARMONIC ASSOCIATION TO MAINTAIN THE FINEST POSSIBLE YOUTH ORCHESTRAS IN ORDER TO INSPIRE AND EDUCATE YOUNG PEOPLE THROUGH PERFORMING SYMPHONIC MUSIC AND TO PROVIDE A CULTURAL ASSET FOR THE COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$648,455ExpenseAmt
Grant$24,018GrantAmt
Revenue$345,513RevenueAmt
DescIN 2016-2017, OVER 300 STUDENTS WERE ENROLLED IN ONE OF PYP'S FOUR LARGE ENSEMBLES: YOUNG STRING ENSEMBLE, WIND ENSEMBLE, CONSERVATORY ORCHESTRA, AND PHILHARMONIC ORCHESTRA. ADDITIONALLY, CAMERATA PYP, A CHAMBER ORCHESTRA, CONSISTS OF TOP MUSICIANS CONCURRENTLY ENROLLED IN THE PHILHARMONIC ORCHESTRA. PYP PRODUCED 11 TICKETED AND 6 FREE-ADMISSION CONCERTS TO THE GENERAL PUBLIC FEATURING THESE ENSEMBLES, IN VARIOUS LOCATIONS IN PORTLAND, CORVALLIS, NEWBERG, FOREST GROVE, HOOD RIVER, AND VANCOUVER, WA. PYP OFFERS FREE CONDUCTOR VISITS TO REGIONAL MIDDLE AND HIGH SCHOOL BANDS AND ORCHESTRAS, FREE BASS AND PERCUSSION CLASSES FOR BEGINNERS, LOW-COST PEER MENTOR LESSONS, AND FOUR ANNUAL FREE-ADMISSION CHILDREN'S CONCERTS FOR REGIONAL ELEMENTARY AND MIDDLE SCHOOL CLASSES.Desc
Total Program Service Expenses$648,455TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document18IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee26EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NOREEN MURDOCKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5032235939PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19320 SW BARBUR BLVD STE 140AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP972195404ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ARLAND NICEWANDER
TREASURER2.00Yes (X)Yes (X)$0$0$0
BRENDA HUMMELT
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
CAROL R SMITH
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
DAVID ERNST
DIRECTOR2.00Yes (X)$0$0$0
DEANNA RICHARDSON
DIRECTOR2.00Yes (X)$0$0$0
GILLIAN BUNKER
RECORDING SECRETARY2.00Yes (X)Yes (X)$0$0$0
JOHN SCHUMANN
DIRECTOR2.00Yes (X)$0$0$0
JOSEPH KARCESKI
DIRECTOR2.00Yes (X)$0$0$0
MARLAN CARLSON
DIRECTOR2.00Yes (X)$0$0$0
MARYPAT HEDBERG
DIRECTOR2.00Yes (X)$0$0$0
MIRANDA MOY
DIRECTOR2.00Yes (X)$0$0$0
RICHARD DOBROW
CORPORATE SECRETARY2.00Yes (X)Yes (X)$0$0$0
JOHN ABRAHAMNSON
DIRECTOR2.00Yes (X)$0$0$0
LARRY BALDRIDGE
DIRECTOR2.00Yes (X)$0$0$0
JOHN LANGSLET
DIRECTOR2.00Yes (X)$0$0$0
PAM SPORBORG
DIRECTOR2.00Yes (X)$0$0$0
ESTHER YOON
DIRECTOR2.00Yes (X)$0$0$0
DAVID HATTNER
MUSIC DIRECTOR37.50Yes (X)$79,714$0$0
KIRI MURAKAMI-LOEHMANN
EXECUTIVE DIRECTOR37.50Yes (X)$0$0$0
NOREEN MURDOCK
EXECUTIVE DIRECTOR37.50Yes (X)$61,250$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$140,964TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$61,776FundraisingAmt
Government Grants$52,804GovernmentGrantsAmt
All Other Contributions$356,502AllOtherContributionsAmt
Noncash Contributions$5,000NoncashContributionsAmt
Total Contributions$471,082TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION711190$228,573$228,573
CONCERTS711190$116,160$116,160
FieldValueIRS element (for citing)
Total Program Service Revenue$344,733TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$86,133TotalRevenueColumnAmt
Exclusion$86,133ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$166TotalRevenueColumnAmt
Exclusion$166ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Personal$780PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Personal$780PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$780TotalRevenueColumnAmt
Related Or Exempt Func Income$780RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$60FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$61,776ContriRptFundraisingEventAmt
Fundraising Direct Expenses$7,448FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$7,388TotalRevenueColumnAmt
Exclusion-$7,388ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$2,441GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,441TotalRevenueColumnAmt
Exclusion$2,441ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
ADVERTISING541800$13,389$13,389
OTHER900099$1,314$1,314
FieldValueIRS element (for citing)
Other Revenue Total$14,703OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$912,650TotalRevenueColumnAmt
Related Or Exempt Func Income$345,513RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$13,389UnrelatedBusinessRevenueAmt
Exclusion$82,666ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$24,018TotalAmt
Program Services$24,018ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$158,974TotalAmt
Program Services$85,846ProgramServicesAmt
Management And General$25,436ManagementAndGeneralAmt
Fundraising$47,692FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$245,397TotalAmt
Program Services$201,930ProgramServicesAmt
Management And General$13,819ManagementAndGeneralAmt
Fundraising$29,648FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$19,747TotalAmt
Program Services$14,719ProgramServicesAmt
Management And General$2,143ManagementAndGeneralAmt
Fundraising$2,885FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$46,158TotalAmt
Program Services$33,694ProgramServicesAmt
Management And General$3,043ManagementAndGeneralAmt
Fundraising$9,421FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,077TotalAmt
Management And General$7,077ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$94,804TotalAmt
Program Services$79,754ProgramServicesAmt
Management And General$15,050ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$21,050TotalAmt
Program Services$21,050ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$70,044TotalAmt
Program Services$44,900ProgramServicesAmt
Management And General$11,662ManagementAndGeneralAmt
Fundraising$13,482FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$57,762TotalAmt
Program Services$42,210ProgramServicesAmt
Management And General$8,329ManagementAndGeneralAmt
Fundraising$7,223FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,072TotalAmt
Program Services$8,959ProgramServicesAmt
Management And General$92ManagementAndGeneralAmt
Fundraising$21FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,070TotalAmt
Program Services$9,479ProgramServicesAmt
Management And General$2,591ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,982TotalAmt
Program Services$2,351ProgramServicesAmt
Management And General$7,004ManagementAndGeneralAmt
Fundraising$627FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PERFORMANCE VENUES$76,244$76,244
DONOR RELATIONS$8,636$73$154$8,409
MISCELLANEOUS$4,725$975$1,972$1,778
INSTRUMENT MAINTENANCE$2,253$2,253

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$868,013TotalAmt
Program Services$648,455ProgramServicesAmt
Management And General$98,372ManagementAndGeneralAmt
Fundraising$121,186FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$21,448BOYAmt
EOY$7,120EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$282,006BOYAmt
EOY$379,763EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$37,709BOYAmt
EOY$34,180EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,334BOYAmt
EOY$6,998EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$428,599LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$197,451LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$238,628BOYAmt
EOY$231,148EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,733,812BOYAmt
EOY$2,893,731EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,319,937BOYAmt
EOY$3,552,940EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$18,517BOYAmt
EOY$28,298EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$18,960BOYAmt
EOY$42,040EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,477BOYAmt
EOY$70,338EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,095,889BOYAmt
EOY$1,105,074EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$754,807BOYAmt
EOY$920,322EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,431,764BOYAmt
EOY$1,457,206EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,282,460BOYAmt
EOY$3,482,602EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,319,937BOYAmt
EOY$3,552,940EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$44,637ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$155,505NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$417,552CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$339,583CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$361,279CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$572,186CurrentTaxYearMinus1YearAmt
Current Tax Year$471,082CurrentTaxYearAmt
Total$2,161,682TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$417,552CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$339,583CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$361,279CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$572,186CurrentTaxYearMinus1YearAmt
Current Tax Year$471,082CurrentTaxYearAmt
Total$2,161,682TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$260,533SubstantialContributorsTotAmt
Public Support Total170$1,901,149PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,409CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$108,314CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,338CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,927CurrentTaxYearMinus1YearAmt
Current Tax Year$86,299CurrentTaxYearAmt
Total$373,287TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$27,029CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,448CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,862CurrentTaxYearMinus1YearAmt
Current Tax Year$15,830CurrentTaxYearAmt
Total$124,169TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,985CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,133CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$1,488CurrentTaxYearMinus1YearAmt
Current Tax Year$1,314CurrentTaxYearAmt
Total$38,920TotalAmt
FieldValueIRS element (for citing)
Total Support$2,698,058TotalSupportAmt
Gross Receipts Rltd Activities$1,679,469GrossReceiptsRltdActivitiesAmt
Public Support CY1700.70460PublicSupportCY170Pct
Public Support PY1700.71080PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,733,812BeginningYearBalanceAmt
Contributions$25,442ContributionsAmt
Investment Earnings Or Losses$234,477InvestmentEarningsOrLossesAmt
Other Expenditures$100,000OtherExpendituresAmt
End Year Balance$2,893,731EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,743,989BeginningYearBalanceAmt
Contributions$48,991ContributionsAmt
Investment Earnings Or Losses$9,832InvestmentEarningsOrLossesAmt
Other Expenditures$69,000OtherExpendituresAmt
End Year Balance$2,733,812EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,723,800BeginningYearBalanceAmt
Contributions$3,500ContributionsAmt
Investment Earnings Or Losses$148,773InvestmentEarningsOrLossesAmt
Other Expenditures$132,084OtherExpendituresAmt
End Year Balance$2,743,989EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,640,293BeginningYearBalanceAmt
Contributions$18,646ContributionsAmt
Investment Earnings Or Losses$299,861InvestmentEarningsOrLossesAmt
Other Expenditures$235,000OtherExpendituresAmt
End Year Balance$2,723,800EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,432,733BeginningYearBalanceAmt
Contributions$14,393ContributionsAmt
Investment Earnings Or Losses$315,467InvestmentEarningsOrLossesAmt
Other Expenditures$122,300OtherExpendituresAmt
End Year Balance$2,640,293EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.19470BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.30180PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.50360TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$362,787OtherCostOrOtherBasisAmt
Depreciation$160,933DepreciationAmt
Book Value$201,854BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$65,812OtherCostOrOtherBasisAmt
Depreciation$36,518DepreciationAmt
Book Value$29,294BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$231,148TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,061,078TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$155,505NetUnrealizedGainsInvstAmt
Revenue Not Reported$155,505RevenueNotReportedAmt
Revenue Subtotal$905,573RevenueSubtotalAmt
Investment Expenses Not Incld$7,077InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$7,077RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$912,650TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$860,936TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$860,936ExpensesSubtotalAmt
Investment Expenses Not Incld2$7,077InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$7,077ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$868,013TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE PORTLAND YOUTH PHILHARMONIC ENDOWMENT FUND IS INTENDED TO CREATE A PREDICTABLE STREAM OF FUNDING TO PYP PROGRAMS.
PART X, LINE 2:PORTLAND YOUTH PHILHARMONIC ASSOCIATION HAS NO UNCERTAIN TAX POSITIONS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BREAKFAST FUNDRAISEREvent1Nm
Gross Receipts Event1$61,776GrossReceiptsEvent1Amt
Charitable Contri Event1$61,776CharitableContriEvent1Amt
Food And Beverage Event1$6,047FoodAndBeverageEvent1Amt
Entertainment Event1$1,213EntertainmentEvent1Amt
Other Direct Expenses Event1$188OtherDirectExpensesEvent1Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$60GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$60GrossRevenueOtherEventsAmt
Gross Receipts Total$61,836GrossReceiptsTotalAmt
Charitable Contributions Tot$61,776CharitableContributionsTotAmt
Gross Revenue Total Events$60GrossRevenueTotalEventsAmt
Food And Beverage Total Events$6,047FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,213EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$188OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$7,448DirectExpenseSummaryEventsAmt
Net Income Summary-$7,388NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
FINANCIAL AID31$17,683
SCHOLARSHIPS6$4,335
SUMMER SCHOLARSHIPS14$2,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPYP AWARDS FINANCIAL AID BASED ON PROVEN NEED FOR MUSICIANS ACCEPTED INTO THE ORGANIZATION BY AUDITION. APPLICATIONS ARE REVIEWED BY A COMMITTEE OF BOARD AND STAFF. AWARDS TO SUCCESSFUL APPLICANTS ARE GRANTED AS A CREDIT TO TUITION ACCOUNTS. MUSICIANS ARE REQUIRED TO PARTICIPATE IN A PYP ORCHESTRA FOR THE FULL SEASON. IF THE MUSICIAN DOES NOT FULFILL THIS OBLIGATION, THEY ARE ASKED TO REPAY FINANCIAL AID FUNDS AWARDED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1THE PRESIDENT OF THE BOARD OF DIRECTORS FOR PYP SHALL SERVE AS THE CHAIR OF THE EXECUTIVE COMMITTEE. THE COMMITTEE SHALL INCLUDE THE PRESIDENT, VICE PRESIDENT, TREASURER, RECORDING SECRETARY, CORPORATE SECRETARY, MUSICAL DIRECTOR, EXECUTIVE DIRECTOR AND ANY OTHER COMMITTEE CHAIR DESIGNATED BY THE PRESIDENT. THE EXECUTIVE COMMITTEE, MADE UP OF OFFICERS AND OTHER DIRECTORS APPOINTED BY THE PRESIDENT, IS RESPONSIBLE FOR CONDUCTING THE AFFAIRS OF THE ASSOCIATION BETWEEN BOARD MEETINGS. THIS INCLUDES IDENTIFYING IMPORTANT ISSUES FOR CONCISE AND FACTUAL PRESENTATION AT BOARD MEETINGS, AND ACTING ON BEHALF OF AND IN THE BEST INTERESTS OF THE ASSOCIATION AND ITS BOARD. WHEN AN EMERGENCY OR OTHER EXIGENCY REQUIRES IMMEDIATE ACTION AND A REGULAR OR SPECIAL MEETING IS PRECLUDED.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS REVIEWED BY THE FINANCE MANAGER AND EXECUTIVE DIRECTOR. THE 990 IS SENT TO ALL MEMBERS OF THE BOARD OF DIRECTORS VIA E-MAIL, ASKING THEM TO REVIEW AND RESPOND WITH ANY QUESTIONS.
FORM 990, PART VI, SECTION B, LINE 12CTHE POLICY COVERS DIRECTORS, OFFICERS AND EMPLOYEES WHO ANNUALLY REVIEW AND UPDATE A CONFLICT OF INTEREST INFORMATION FORM. IF THERE IS ANY DISCLOSURE ON THE FORM (POSSIBLE OR OTHERWISE), IT IS REVIEWED BY THE ORGANIZATION'S BOARD PRESIDENT AND CORPORATE SECRETARY TO DETERMINE WHETHER A CONFLICT EXISTS. ANY ACTUAL CONFLICTS WOULD BE THEN DISCLOSED TO THE EXECUTIVE COMMITTEE WHO WOULD DETERMINE THE APPROPRIATE RESPONSE AND COURSE OF ACTION.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION IS REVIEWED BY THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE AND DATA FROM THE LEAGUE OF AMERICAN ORCHESTRAS IS CONSULTED.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GCONTRACT SERVICES: PROGRAM SERVICE EXPENSES 79,754. MANAGEMENT AND GENERAL EXPENSES 15,050. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 94,804.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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