OREGON SYMPHONY ASSOCIATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- OREGON SYMPHONY ASSOCIATION (EIN 93-0446527)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201741359349306989
- Schema version
- 2015v3.0
- 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 | 2017-05-15T13:29:32-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | 2017-05-12 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $16,968,840 | 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 | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 309 | TotalEmployeeCnt |
| Total Volunteers | 278 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,333,313 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,867,805 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,089,836 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,062,682 | CYProgramServiceRevenueAmt |
| PY Investment Income | $100,311 | PYInvestmentIncomeAmt |
| CY Investment Income | $187,118 | CYInvestmentIncomeAmt |
| PY Other Revenue | $174,772 | PYOtherRevenueAmt |
| CY Other Revenue | $102,857 | CYOtherRevenueAmt |
| PY Total Revenue | $15,698,232 | PYTotalRevenueAmt |
| CY Total Revenue | $16,220,462 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,642,878 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,023,095 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $830,530 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,371,857 | PYOtherExpensesAmt |
| CY Other Expenses | $6,460,460 | CYOtherExpensesAmt |
| PY Total Expenses | $16,014,735 | PYTotalExpensesAmt |
| CY Total Expenses | $16,493,555 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$316,503 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$273,093 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,300,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,199,796 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,688,858 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,315,444 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,611,917 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,884,352 | 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 | $13,010,380 | ExpenseAmt |
| Grant | $10,000 | GrantAmt |
| Revenue | $8,062,682 | RevenueAmt |
| Desc | IN FY16, THE OREGON SYMPHONY PRESENTED 97 PERFORMANCES OF 53 DISTINCT CONCERT PROGRAMS, INCLUDING 18 SOLD-OUT PERFORMANCES AND A WIDE-RANGING LINE-UP OF CLASSICAL, POPULAR, AND CONTEMPORARY WORKS. OUR PROGRAMMING REACHED LARGE AND DIVERSE AUDIENCES, GARNERED GLOWING REVIEWS, AND FEATURED SOME OF THE FINEST PERFORMERS IN SYMPHONIC MUSIC TODAY.WE RECEIVED A GRAMMY NOMINATION FOR OUR 2015 RECORDING SPIRIT OF THE AMERICAN RANGE. WE RECORDED FOUR CLASSICAL CONCERTS: MACMILLAN'S VENI, VENI, EMMANUEL; HOLST'S THE PLANETS; ELGAR'S SYMPHONY NO. 1; AND MAHLER'S SYMPHONY NO. 3. WE THEN BROADCAST THESE WORKS LOCALLY ON ALL CLASSICAL PORTLAND, REGIONALLY THROUGH ITS AFFILIATE STATIONS ACROSS WESTERN OREGON, AND INTERNATIONALLY THROUGH FREE ONLINE STREAMING VIA ALL CLASSICAL PORTLAND AND ORSYMPHONY.ORG. ACROSS ALL MEDIA, THESE BROADCASTS REACHED APPROXIMATELY 36,000 LISTENERS. WE ADDED FOUR PROGRAMS TO OUR CATALOGUE OF RECORDED WORK, TO BE HEARD VIA ALL CLASSICAL AND OUR ONLINE ARCHIVE. THESE RECORDINGS ARE ALSO BEING BROADCAST NATIONALLY BY AMERICAN PUBLIC MEDIA. IN FY16, WE SERVED A RECORD 40,000+ BEYOND THE CONCERT HALL THROUGH NEARLY 250 MUSIC EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS, REACHING MANY IN OUR AREA WHO WOULD OTHERWISE NOT HAVE EXPOSURE TO SYMPHONIC MUSIC OR MUSIC EDUCATION. WE BROUGHT ENRICHING MUSICAL EXPERIENCES TO PRESCHOOL-12TH GRADE CHILDREN IN SCHOOLS, LIBRARIES, AND COMMUNITY CENTERS. WE PROVIDED ACCESS AND REMOVED BARRIERS SO STUDENTS COULD DISCOVER MUSIC AND BENEFIT FROM THE NUMEROUS CRITICAL THINKING AND CREATIVE LEADERSHIP SKILLS THAT EXPOSURE TO THE ARTS CAN PROVIDE. HIGHLIGHTS INCLUDED:-THE EXPANSION OF OUR FREE WATERFRONT CONCERT, THE LARGEST FREE CONCERT IN THE PACIFIC NORTHWEST, INTO A DAY-LONG FESTIVAL THAT INCLUDED A RECORD NUMBER OF YOUTH AND COMMUNITY ARTS PARTNERS. DESPITE INCLEMENT WEATHER, WE REACHED 18,000+ COMMUNITY MEMBERS IN PERSON AND COUNTLESS MORE AROUND THE WORLD VIA THE FIRST-TIME LIVE BROADCAST OF THE OREGON SYMPHONY'S PERFORMANCE ON ALL CLASSICAL PORTLAND. THIS BROADCAST PERFORMANCE RECEIVED POSITIVE RESPONSES FROM MUSIC LOVERS IN SUCH FAR-FLUNG PLACES AS TURKEY, NEW ZEALAND, AND THE CZECH REPUBLIC.-FOURTEEN SYMPHONY STORYTIMES FOR 1,000 PRE-SCHOOLERS AND PARENTS AT FIVE PARTICIPATING PUBLIC LIBRARIES IN MULTNOMAH, CLACKAMAS, AND CLARK COUNTIES.-36 KINDERKONZERTS FOR 8,000 K-2 STUDENTS AND TEACHERS AT LINCOLN STREET, PENINSULA , AND WOODSTOCK ELEMENTARY SCHOOLS (65% ATTENDED FOR FREE BASED ON ENROLLMENT IN THE FEDERAL FREE/REDUCED LUNCH PROGRAM).-CONTINUED INSTRUCTION AND MENTORSHIP IN THE DAVID DOUGLAS SCHOOL DISTRICT THROUGH A MULTI-YEAR ARTS LEARNING PROJECT, MADE POSSIBLE IN PART THROUGH THE OREGON COMMUNITY FOUNDATION'S "STUDIO TO SCHOOL" INITIATIVE: O 3RD-5TH GRADE STUDENTS IN THE DISTRICT'S NINE ELEMENTARY SCHOOLS LEARNED TO PLAY RECORDERS FOLLOWING CURRICULUM PROVIDED BY CARNEGIE HALL'S WEILL MUSIC INSTITUTE. O THIS YEAR-LONG PROJECT CULMINATED IN OUR FIRST LINK UP CONCERT ON APRIL 28TH, WHEN 2,700 STUDENTS PACKED INTO THE ARLENE SCHNITZER CONCERT HALL TO PLAY ALONG WITH THE OREGON SYMPHONY ON THEIR RECORDERS IN A SPECIAL LIVE PERFORMANCE. O EACH PARTICIPATING SCHOOL HELD A STUDENT MUSIC SHOWCASE FOR PARENTS.O THROUGH A PARTNERSHIP WITH 45TH PARALLEL ENSEMBLE, WE PROVIDED WEEKLY PRIVATE LESSONS FOR 23 STRING STUDENTS AT ALICE OTT MIDDLE SCHOOL.-FOUR YOUNG PEOPLE'S CONCERTS IN MARCH AT THE ARLENE SCHNITZER CONCERT HALL FOR 7,000 3RD-8TH GRADERS, TEACHERS, AND PARENTS FROM 100 SCHOOLS AND HOME SCHOOLS (65% ATTENDED FOR FREE BASED ON ENROLLMENT IN THE FEDERAL FREE/REDUCED LUNCH PROGRAM).-TWO PERCUSSION "INFORMANCES" AT JOHN WETTEN ELEMENTARY, INSPIRING 400 STUDENTS TO LEARN TO PLAY AN INSTRUMENT. THE ENTIRE 5TH GRADE CLASS (150 STUDENTS) ALSO ATTENDED A YOUNG PEOPLE'S CONCERT IN THE CONCERT HALL.-NUMEROUS OTHER CLASSES AND ENSEMBLE PERFORMANCES BY OREGON SYMPHONY MUSICIANS AND GUEST ARTISTS IN SCHOOLS AND PUBLIC VENUES THROUGHOUT OREGON.WE MENTORED STUDENT AND ASPIRING MUSICIANS TO FOSTER THEIR MUSICAL TRAINING, PROPEL THEIR ADVANCEMENT IN THE ARTS, AND ENCOURAGE A LIFE-LONG LEARNING OF MUSIC. HIGHLIGHTS INCLUDED: -EIGHT ARTIST-IN-RESIDENCE EVENTS WITH COLIN CURRIE, SERVING 1,000+ COMMUNITY MEMBERS IN NEWBERG'S CHEHALEM CULTURAL CENTER, ST. MARY'S HOME FOR BOYS, DAVID DOUGLAS HIGH SCHOOL, AND OTHER VENUES. -VISITS BY GUEST ARTISTS JOSHUA BELL, AUGUSTIN HADELICH, SIMONE LAMSMA, FRANOIS LELEUX, AND PABLO VILLEGAS AT THREE AREA YOUTH ORCHESTRAS TO SHARE MUSIC, INSPIRATION, AND THEIR LIFE STORIES. -A SPECIAL JOHN WILLIAMS "CONCERT TO GO" FOR STUDENTS FROM ROSA PARKS AND CESAR CHAVEZ ELEMENTARY SCHOOLS, FEATURING MUSIC FROM STAR WARS, HARRY POTTER, INDIANA JONES, SCHINDLER'S LIST, AND MANY MORE MOVIES. BRAVO YOUTH ORCHESTRA ALSO JOINED THE ORCHESTRA ON TWO CLASSICAL PIECES BY HANDEL AND WAGNEROUR THIRD YEAR MENTORING BRAVO AS THEY CONTINUE TO GROW WITHIN THE PORTLAND PUBLIC SCHOOLS SYSTEM AND COMMUNITY. -49 PRELUDES SERIES PERFORMANCES BEFORE CONCERTS, FEATURING 700 STUDENT MUSICIANS PERFORMING ON THE MEZZANINE LEVEL OF THE CONCERT HALL PRIOR TO CLASSICAL, POPS, AND KIDS CONCERTS. MUSICIANS THEN ATTENDED THE CONCERT FREE OF CHARGE AND WERE RECOGNIZED FROM THE STAGE FOR THEIR PREPARATION AND PERFORMANCE. -NUMEROUS OTHER PERFORMANCE, COACHING, AND MENTORSHIP OPPORTUNITIES FOR K-12 STUDENTS WITH ORCHESTRA MUSICIANS AND CONDUCTORS.WE WORKED TO IMPROVE THE LIVES OF THE PROFOUNDLY UNDERSERVED IN OUR AREA, MEETING THEM WHERE THEY ARE IN THE COMMUNITY AND PROVIDING THEM WITH LIFE-ENHANCING MUSIC EXPERIENCES. HIGHLIGHTS INCLUDED: -THE LAUNCH OF MUSICNOW, A MUSIC THERAPY-INSPIRED PROGRAM THAT ENGAGES SENIORS LIVING WITH DEMENTIA. OUR PILOT PROGRAM REACHED 150 RESIDENTS AND CAREGIVERS AT MARY'S WOODS CONTINUING CARE RETIREMENT COMMUNITY IN LAKE OSWEGO. NEXT SEASON, WE WILL EXPAND THE PROGRAM TO REACH MORE IN THE COMMUNITY, WITH THE GOAL TO ESTABLISH MUSICNOW AS A REPLICABLE PROGRAM FOR OTHER ORCHESTRAS AND ARTS ORGANIZATIONS. MUSICNOW IS DESIGNED IN COLLABORATION WITH THE ALZHEIMER'S ASSOCIATION OF OREGON, MARYLHURST UNIVERSITY, AND EARTHTONES MUSIC THERAPY SPECIALISTS. -ENSEMBLE PERFORMANCES AT ST. MARY'S HOME FOR BOYS AND COFFEE CREEK WOMEN'S CORRECTIONAL FACILITY, BRINGING THESE ISOLATED POPULATIONS THE TRANSFORMATIVE POWER OF MUSIC. -BUS SUBSIDIES FOR 2,200 STUDENTS FROM TITLE 1 SCHOOLS, ENABLING THEM TO ATTEND EDUCATIONAL KINDERKONZERTS AND YOUNG PEOPLE'S CONCERTS. -FREE REHEARSAL ADMITTANCE AND Q & A OPPORTUNITIES FOR 450 MIDDLE AND HIGH SCHOOL BAND AND ORCHESTRA STUDENTS, AS WELL AS YOUTH WITH SENSORY INTEGRATION DISORDER. | Desc |
| Total Program Service Expenses | $13,010,380 | 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | 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 | 309 | 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 |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | 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 (39 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 | ||
| JERRY HULSMAN | ||||||||
| SECRETARY | 10.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD BAEK | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN M BASS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RON BLESSINGER | ||||||||
| DIRECTOR & MUSICIAN | 35.00 | Yes (X) | $53,190 | $0 | $43,534 | |||
| CHRISTOPHER BROOKS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| EVE CALLAHAN | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| AARON CAUGHEY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| EARL M CHILES | ||||||||
| LIFE DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CLIFF DEVENEY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MARILYN DE OLIVEIRA | ||||||||
| DIRECTOR & MUSICIAN | 35.00 | Yes (X) | $54,488 | $0 | $8,292 | |||
| ROBYN JOHNSON GASTINEAU | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RALPH HAMMIII | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF HEATHERINGTON | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| J CLAYTON HERING | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DON HERMANNS | ||||||||
| DIRECTOR & MUSICIAN | 35.00 | Yes (X) | $48,958 | $0 | $21,753 | |||
| RENEE HOLZMAN | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GRADY JURRENS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSIE KASPER | ||||||||
| DIRECTOR/EX OFFICIO | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KRIS KERNS | ||||||||
| DIRECTOR | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS M LAUDERDALE | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PRISCILLA WOLD LONGFIELD | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES D LYNCH | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSCOE NELSON | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL OPTON | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN RASAY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCINE SHETTERLEY | ||||||||
| EX OFFICIO DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KARL SMITH | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY VOLLUM | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN WAGNER | ||||||||
| DIRECTOR & MUSICIAN | 35.00 | Yes (X) | $59,182 | $0 | $20,449 | |||
| DERALD WALKER | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT SHOWALTER | ||||||||
| PRESIDENT/CEO | 50.00 | 1.00 | Yes (X) | $243,285 | $0 | $20,493 | ||
| JANET PLUMMER | ||||||||
| CFO | 50.00 | 1.00 | Yes (X) | $131,879 | $0 | $21,862 | ||
| SARAH KWAK | ||||||||
| CONCERTMASTER | 35.00 | $157,230 | $0 | $10,970 | Yes (X) | |||
| MARY CRIST | ||||||||
| VP & GENERAL MANAGER | 35.00 | $130,160 | $0 | $14,623 | Yes (X) | |||
| JIM FULLAN | ||||||||
| VP COMMUNICATIONS & MARKETING | 35.00 | $100,058 | $0 | $6,500 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $978,430 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $168,476 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | 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 | $1,108,333 |
| SELDY CRAMER INC | |||||
| 601 VAN NESS AVE 15 | SAN FRANCISCO | CA | 94102 | ARTIST FEES | $392,254 |
| ALCO PROPERTIES DBA PITTOCK BLOCK LLC | |||||
| 921 SW WASHINGTON STE 100 | PORTLAND | OR | 97205 | OFFICES - LEASE | $220,458 |
| OREGONIAN PUBLISHING CO LLC DBA OREGONI | |||||
| DEPT 77571 PO BOX 77000 | DETROIT | MI | 48277 | ADVERTISING | $215,764 |
| GEORGE T HECKMAN III DBA LAN SERVICE GRO | |||||
| 18250 S CLARK LANE | OREGON CITY | OR | 97045 | IT SERVICES | $200,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $586,582 | FundraisingAmt |
| Government Grants | $766,008 | GovernmentGrantsAmt |
| All Other Contributions | $6,515,215 | AllOtherContributionsAmt |
| Noncash Contributions | $66,682 | NoncashContributionsAmt |
| Total Contributions | $7,867,805 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCERT TICKET & FEES | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $8,062,682 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,062,682 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,062,682 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $133,783 | TotalRevenueColumnAmt |
| Exclusion | $133,783 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,754 | TotalRevenueColumnAmt |
| Exclusion | $1,754 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $616,460 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $563,125 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $53,335 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,335 | TotalRevenueColumnAmt |
| Exclusion | $53,335 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $238,725 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $586,582 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $185,253 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,472 | TotalRevenueColumnAmt |
| Exclusion | $53,472 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $52,098 | $52,098 |
| TRANSFER TO OSF | 900099 | -$4,467 | -$4,467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $47,631 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,220,462 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,062,682 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $289,975 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $763,047 | TotalAmt |
| Program Services | $587,972 | ProgramServicesAmt |
| Management And General | $132,468 | ManagementAndGeneralAmt |
| Fundraising | $42,607 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,870,229 | TotalAmt |
| Program Services | $5,192,805 | ProgramServicesAmt |
| Management And General | $1,271,038 | ManagementAndGeneralAmt |
| Fundraising | $406,386 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,468 | TotalAmt |
| Program Services | $241,829 | ProgramServicesAmt |
| Management And General | $53,946 | ManagementAndGeneralAmt |
| Fundraising | $13,693 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,290,511 | TotalAmt |
| Program Services | $1,139,319 | ProgramServicesAmt |
| Management And General | $107,331 | ManagementAndGeneralAmt |
| Fundraising | $43,861 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $789,840 | TotalAmt |
| Program Services | $617,967 | ProgramServicesAmt |
| Management And General | $126,984 | ManagementAndGeneralAmt |
| Fundraising | $44,889 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,991 | TotalAmt |
| Management And General | $79,991 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,259 | TotalAmt |
| Management And General | $51,259 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,759 | TotalAmt |
| Program Services | $131,994 | ProgramServicesAmt |
| Management And General | $534 | ManagementAndGeneralAmt |
| Fundraising | $12,231 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $774,509 | TotalAmt |
| Program Services | $774,509 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $709,634 | TotalAmt |
| Program Services | $310,693 | ProgramServicesAmt |
| Management And General | $298,632 | ManagementAndGeneralAmt |
| Fundraising | $100,309 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $789,510 | TotalAmt |
| Program Services | $623,121 | ProgramServicesAmt |
| Management And General | $123,959 | ManagementAndGeneralAmt |
| Fundraising | $42,430 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,650 | TotalAmt |
| Program Services | $16,650 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,411 | TotalAmt |
| Program Services | $9,156 | ProgramServicesAmt |
| Management And General | $37,599 | ManagementAndGeneralAmt |
| Fundraising | $55,656 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,322 | TotalAmt |
| Management And General | $54,322 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,379 | TotalAmt |
| Management And General | $15,379 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GUEST ARTISTS | $2,022,984 | $2,022,984 | ||
| OTHER PRODUCTION EXPENS | $722,617 | $722,617 | ||
| CONTRACT LABOR | $659,193 | $470,289 | $188,024 | $880 |
| MISCELLANEOUS | $282,401 | $138,475 | $111,179 | $32,747 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,841 | TotalAmt |
| Fundraising | $34,841 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,493,555 | TotalAmt |
| Program Services | $13,010,380 | ProgramServicesAmt |
| Management And General | $2,652,645 | ManagementAndGeneralAmt |
| Fundraising | $830,530 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,640,655 | BOYAmt |
| EOY | $2,417,983 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $488,229 | BOYAmt |
| EOY | $1,096,425 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,037 | BOYAmt |
| EOY | $323,015 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,532 | BOYAmt |
| EOY | $5,646 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,315 | BOYAmt |
| EOY | $320,061 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,782,782 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,110,528 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $576,897 | BOYAmt |
| EOY | $672,254 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,300,698 | BOYAmt |
| EOY | $9,546,834 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $775,412 | BOYAmt |
| EOY | $817,578 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,300,775 | BOYAmt |
| EOY | $15,199,796 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,120 | BOYAmt |
| EOY | $409,703 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,370,104 | BOYAmt |
| EOY | $3,891,698 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,634 | BOYAmt |
| EOY | $14,043 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,688,858 | BOYAmt |
| EOY | $4,315,444 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,806 | BOYAmt |
| EOY | -$576,184 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,158,012 | BOYAmt |
| EOY | $2,921,283 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,354,099 | BOYAmt |
| EOY | $8,539,253 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,611,917 | BOYAmt |
| EOY | $10,884,352 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,300,775 | BOYAmt |
| EOY | $15,199,796 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$273,093 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$454,472 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,063,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,388,591 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,832,494 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,368,826 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,867,815 | CurrentTaxYearAmt |
| Total | $33,521,389 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,336,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,392,960 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,931,607 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,089,836 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,062,682 | CurrentTaxYearAmt |
| Total | $37,813,990 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,400,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,781,551 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,764,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,458,662 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,930,497 | CurrentTaxYearAmt |
| Total | $71,335,379 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,099,109 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $667,989 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $712,944 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,281,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $857,386 | CurrentTaxYearAmt |
| Total | $4,618,509 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,842,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,068,404 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,798,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,003,365 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,156,039 | CurrentTaxYearAmt |
| Total | $10,868,668 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,941,716 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,736,393 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,511,197 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,284,446 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,013,425 | CurrentTaxYearAmt |
| Total | $15,487,177 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $55,848,202 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $134,537 | CurrentTaxYearAmt |
| Total | $607,081 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $134,537 | CurrentTaxYearAmt |
| Total | $607,081 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $156,173 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $230,097 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $235,941 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,570 | CurrentTaxYearAmt |
| Total | $815,884 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,700,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,118,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,972,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,796,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,170,604 | CurrentTaxYearAmt |
| Total | $72,758,344 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.76760 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91410 | PublicSupportPY509Pct |
| Investment Income CY | 0.00830 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00840 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,566,529 | BeginningYearBalanceAmt |
| Contributions | $5,106 | ContributionsAmt |
| Investment Earnings Or Losses | -$399,461 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $656,192 | OtherExpendituresAmt |
| End Year Balance | $9,515,982 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.89910 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10090 | 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 | $1,782,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,110,528 | DepreciationAmt |
| Book Value | $672,254 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $672,254 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE POLICIES | Desc |
| Book Value | $817,578 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $817,578 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY | Desc |
| Amt | $14,043 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,043 | 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 | $777,973 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $561,223 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $216,750 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $12,838 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $67,361 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $41,038 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $36,885 | OtherDirectExpensesEvent1Amt |
| Event2 | FALL GALA | Event2Nm |
| Gross Receipts Event2 | $22,500 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $525 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,975 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $12,042 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $8,257 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $24,834 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $24,834 | CharitableContriOtherEventsAmt |
| Rent Fclty Costs Other Events | $474 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $5,757 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $601 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $825,307 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $586,582 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $238,725 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $13,312 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $85,160 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $41,038 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $45,743 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $185,253 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $53,472 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC YOUTH CHOIR | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 SW MAIN STREET STE 203 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 200213467 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Purpose Of Grant | FURTHER WORK OF THE PACIFIC YOUTH CHOIR | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | 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 (3 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 | $243,285 | $0 | $0 | $0 | $0 | $0 | $12,500 | $0 | $7,993 | $0 | $263,778 | $0 | $0 | $0 |
| JANET PLUMMER | ||||||||||||||
| CFO | $131,879 | $0 | $0 | $0 | $0 | $0 | $6,364 | $0 | $15,498 | $0 | $153,741 | $0 | $0 | $0 |
| SARAH KWAK | ||||||||||||||
| CONCERTMASTER | $157,230 | $0 | $0 | $0 | $0 | $0 | $3,271 | $0 | $7,699 | $0 | $168,200 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARILYN DEOLIVEIRA | PersonNm |
| Relationship With Org | DIRECTOR AND MUSICIAN | RelationshipWithOrgTxt |
| Loan Purpose | INSTRUMENT LOAN FOR HUSBAND TREVOR FITZPATRICK | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $15,000 | OriginalPrincipalAmt |
| Balance Due | $5,646 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $5,646 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART II | FormAndLineReferenceDesc |
| Explanation | IN FY 1999 THE BOARD OF DIRECTORS ESTABLISHED AN INSTRUMENT PURCHASE LOAN FUND TO ALLOW MEMBERS OF THE ORCHESTRA TO BORROW SUMS UP TO $10,000 FOR THE PURCHASE OF MUSICAL INSTRUMENTS TO ENHANCE THE SOUND OF THE ORCHESTRA. THE GRANTING OF SUCH LOANS IS SUBJECT TO THE WRITTEN RULES AND REGULATIONS ESTABLISHED BY THE SYMPHONY, WHICH ARE PROVIDED TO ALL MUSICIANS. RULES AND REGULATIONS OUTLINE THE PROTOCOLS FOR PROVIDING SUCH LOANS, THE MAXIMUM DURATION AND PAYMENT REQUIREMENTS. | ExplanationTxt |
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) | MISCELLANEOUS | 18 | $52,782 | FAIR MARKET VALUE |
| Yes (X) | MUSICAL INSTRUMENTS | 1 | $13,900 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 11 | 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 11A, 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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