EUGENE SYMPHONY ASSOCIATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EUGENE SYMPHONY ASSOCIATION INC (EIN 93-0556298)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-12
- IRS object ID
- 201611339349306161
- Schema version
- 2014v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T18:03:44-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930819646 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES & ROTH PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10086 | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97440 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930556298 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE SYMPHONY ASSOCIATION INC | BusinessNameLine1Txt |
| Business Name Line2 | EUGENE SYMPHONY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EUGE | BusinessNameControlTxt |
| Phone | 5416879487 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W 8TH AVE STE 115 | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT FRECK | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5416879487 | PhoneNum |
| Signature | 2016-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRITZ S DUNCAN | PreparerPersonNm |
| PTIN | P00036435 | PTIN |
| Phone | 5416872320 | PhoneNum |
| Preparation | 2016-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT FRECK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W 8TH AVE 115 | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 974013002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,303,628 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | EUGENESYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | PRESENTING A DIVERSE RANGE OF ORCHESTRAL REPERTOIRE AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE, AND PROVIDING QUALITY MUSIC EDUCATION OPPORTUNITIES FOR CHILDREN AND ADULTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 150 | TotalEmployeeCnt |
| Total Volunteers | 154 | TotalVolunteersCnt |
| Total Gross UBI | $52,281 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,044,004 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,234,244 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $841,599 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $896,635 | CYProgramServiceRevenueAmt |
| PY Investment Income | $171 | PYInvestmentIncomeAmt |
| CY Investment Income | -$122 | CYInvestmentIncomeAmt |
| PY Other Revenue | $153,660 | PYOtherRevenueAmt |
| CY Other Revenue | $117,524 | CYOtherRevenueAmt |
| PY Total Revenue | $2,039,434 | PYTotalRevenueAmt |
| CY Total Revenue | $2,248,281 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,267,420 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,273,626 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $21,381 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $20,064 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $153,139 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $831,623 | PYOtherExpensesAmt |
| CY Other Expenses | $876,989 | CYOtherExpensesAmt |
| PY Total Expenses | $2,120,424 | PYTotalExpensesAmt |
| CY Total Expenses | $2,170,679 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$80,990 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $77,602 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $783,411 | TotalAssetsBOYAmt |
| Total Assets EOY | $828,865 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $428,698 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $396,550 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $354,713 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $432,315 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PRESENTING A DIVERSE RANGE OF ORCHESTRAL REPERTOIRE AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE, AND PROVIDING QUALITY MUSIC EDUCATION OPPORTUNITIES FOR CHILDREN AND ADULTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,655,712 | ExpenseAmt |
| Revenue | $896,635 | RevenueAmt |
| Desc | THE EUGENE SYMPHONY PRODUCED 10 SYMPHONIC CONCERTS THAT WERE ATTENDED BY 20,117 PEOPLE, WITH AN ADDITIONAL 45,000 REACHED THROUGH SUBSEQUENT BROADCASTS. THE DIVERSE RANGE OF REPERTOIRE, WHICH IS PERFORMED AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE, CONTINUED TO ADVANCE OUR MISSION TO ENRICH LIVES THROUGH THE POWER OF MUSIC. WE STRIVE TO SERVE PEOPLE OF ALL AGES AND LEVELS OF EXPERIENCE WITHIN THE FOUR-COUNTY REGION REPRESENTING 642,000 RESIDENTS. 1,112 STUDENTS TOOK ADVANTAGE OF OUR SPECIAL STUDENT TICKET PRICE FOR THESE CONCERTS, WITH AN ADDITIONAL DISTRIBUTION THROUGHOUT THE COMMUNITY OF 1,896 COMPLIMENTARY TICKETS. CONTINUED ON SCHEDULE O. OUR SYMPHONIC CONCERTS SUPPORT NOT ONLY OUR 84 PART-TIME PROFESSIONAL MUSICIANS BUT PROVIDE OVER 2 MILLION IN REVENUE TO OUR COMMUNITY,THUS CONTRIBUTING TO ITS CONTINUED PROSPERITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE EUGENE SYMPHONY IS DEDICATED TO MAINTAINING LOW-COST OR FREE ACCESS TO FAMILY, YOUTH AND ADULT EDUCATIONAL PROGRAMMING. WE PROVIDED PROGRAMS THAT REACHED 16,649 STUDENTS, TEACHERS, ADULTS, AND SENIORS. PER OUR COMMITMENT TO ACCESSIBILITY, WE WAIVED THE FEE FOR 1,792, OR 30.40% OF STUDENTS UNABLE TO AFFORD THE 5.00 TICKET TO OUR YOUTH CONCERTS. IN ADDITION, WE REACHED OVER 5,000 PEOPLE IN OUR FREE EUGENE SYMPHONY IN THE PARK CONCERT. OUR MISSION TO PROVIDE QUALITY MUSIC EDUCATION TO OUR COMMUNITY WAS FULFILLED BY THIS SERIES OF PERFORMANCES AND ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,655,712 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 150 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANA COX | PersonNm |
| Phone | 5416879487 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W 8TH 115 | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MATTHEW SHAPIRO | ||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID POTTINGER | ||||||
| VICE PRESIDE | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANE EYRE MCDONALD | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WARREN BARNES | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DUNNY SORENSEN | ||||||
| PAST PRESIDE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAROLYN ABBOTT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARL BJERRE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ZACHARY BLALACK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE BRAGG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE COLLINS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARCIA DANEMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RAYMOND N ENGLANDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREG FITZ-GERALD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MELVA BOLES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GALINA GROZA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY ANN HANSON | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| MIRA FROHNMAYER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID KAMMERER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANET KISSMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY LOU VAN RYSSELBERGHE | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE PEARL KIMMEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW MCLAUGHLIN | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHARON SMITH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY SOWDON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CATHIE STATON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL VERGAMINI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACK VISCARDI | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA WALKER | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT FRECK | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $101,553 | $0 | $6,989 | |
| JANA COX | ||||||
| FINANCE DIRE | 40.00 | Yes (X) | $58,325 | $0 | $6,989 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $159,878 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $13,978 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $48,929 | FundraisingAmt |
| Government Grants | $129,325 | GovernmentGrantsAmt |
| All Other Contributions | $1,055,990 | AllOtherContributionsAmt |
| Total Contributions | $1,234,244 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Total Revenue Column | $896,635 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $896,635 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $896,635 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154 | TotalRevenueColumnAmt |
| Exclusion | $154 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $276 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$276 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$276 | TotalRevenueColumnAmt |
| Exclusion | -$276 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $112,845 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $48,929 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $55,071 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,774 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| ADVERTISING | 511120 | $52,281 | $52,281 | |
| OTHER INCOME | $7,469 | $7,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $59,750 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,248,281 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $904,104 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $52,281 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$122 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,019 | TotalAmt |
| Management And General | $187,019 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $982,575 | TotalAmt |
| Program Services | $848,381 | ProgramServicesAmt |
| Management And General | $34,838 | ManagementAndGeneralAmt |
| Fundraising | $99,356 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,504 | TotalAmt |
| Program Services | $11,915 | ProgramServicesAmt |
| Fundraising | $6,589 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,528 | TotalAmt |
| Program Services | $62,982 | ProgramServicesAmt |
| Management And General | $14,774 | ManagementAndGeneralAmt |
| Fundraising | $7,772 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,308 | TotalAmt |
| Management And General | $11,308 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,064 | TotalAmt |
| Fundraising | $20,064 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,390 | TotalAmt |
| Program Services | $265,390 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,827 | TotalAmt |
| Program Services | $146,827 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,163 | TotalAmt |
| Program Services | $3,630 | ProgramServicesAmt |
| Management And General | $5,515 | ManagementAndGeneralAmt |
| Fundraising | $12,018 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,766 | TotalAmt |
| Program Services | $189,366 | ProgramServicesAmt |
| Management And General | $44,400 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,232 | TotalAmt |
| Program Services | $2,018 | ProgramServicesAmt |
| Management And General | $4,034 | ManagementAndGeneralAmt |
| Fundraising | $180 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,892 | TotalAmt |
| Program Services | $7,081 | ProgramServicesAmt |
| Management And General | $4,811 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,934 | TotalAmt |
| Program Services | $1,400 | ProgramServicesAmt |
| Management And General | $9,534 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $67,531 | $35,955 | $25,666 | $5,910 |
| PROGRAM | $47,833 | $47,833 | ||
| LICENSE FEES | $18,680 | $12,953 | $5,727 | |
| LIBRARY | $10,876 | $10,876 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,557 | TotalAmt |
| Program Services | $9,105 | ProgramServicesAmt |
| Management And General | $14,202 | ManagementAndGeneralAmt |
| Fundraising | $1,250 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,170,679 | TotalAmt |
| Program Services | $1,655,712 | ProgramServicesAmt |
| Management And General | $361,828 | ManagementAndGeneralAmt |
| Fundraising | $153,139 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,150 | BOYAmt |
| EOY | $5,150 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,341 | BOYAmt |
| EOY | $311,138 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,003 | BOYAmt |
| EOY | $339,886 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,187 | BOYAmt |
| EOY | $1,789 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,242 | BOYAmt |
| EOY | $104,576 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $324,853 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $285,398 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,282 | BOYAmt |
| EOY | $39,455 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,466 | BOYAmt |
| EOY | $3,131 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,740 | BOYAmt |
| EOY | $23,740 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $783,411 | BOYAmt |
| EOY | $828,865 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,815 | BOYAmt |
| EOY | $43,670 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,883 | BOYAmt |
| EOY | $352,880 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $428,698 | BOYAmt |
| EOY | $396,550 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,100 | BOYAmt |
| EOY | $142,665 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,613 | BOYAmt |
| EOY | $289,650 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,713 | BOYAmt |
| EOY | $432,315 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $783,411 | BOYAmt |
| EOY | $828,865 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $77,602 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $972,316 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,037,237 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,134,080 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,044,004 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,234,244 | CurrentTaxYearAmt |
| Total | $5,421,881 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $972,316 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,037,237 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,134,080 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,044,004 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,234,244 | CurrentTaxYearAmt |
| Total | $5,421,881 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $101,099 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,320,782 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,749 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $678 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $154 | CurrentTaxYearAmt |
| Total | $3,102 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,424,983 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,175,494 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98080 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $972,316 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,037,237 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,134,080 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,044,004 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,234,244 | CurrentTaxYearAmt |
| Total | $5,421,881 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,026,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,093,753 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,104,002 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $989,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $961,878 | CurrentTaxYearAmt |
| Total | $5,175,494 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,999,093 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,130,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,238,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,033,088 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,196,122 | CurrentTaxYearAmt |
| Total | $10,597,375 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $276,079 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $188,670 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $189,465 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $252,795 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $330,800 | CurrentTaxYearAmt |
| Total | $1,237,809 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $276,079 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $188,670 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $189,465 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $252,795 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $330,800 | CurrentTaxYearAmt |
| Total | $1,237,809 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $9,359,566 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,749 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $678 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $154 | CurrentTaxYearAmt |
| Total | $3,102 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,749 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $678 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $154 | CurrentTaxYearAmt |
| Total | $3,102 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,000,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,131,668 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,238,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,033,259 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,196,276 | CurrentTaxYearAmt |
| Total | $10,600,477 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88290 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88710 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $324,853 | OtherCostOrOtherBasisAmt |
| Depreciation | $285,398 | DepreciationAmt |
| Book Value | $39,455 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,455 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,304,992 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $56,711 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $56,711 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,248,281 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,248,281 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,227,390 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $56,711 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $56,711 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,170,679 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,170,679 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT DIRECT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 EAST BUFFALO | AddressLine1Txt |
| Address Line2 | SUITE 200 | AddressLine2Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUND. | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $56,819 | GrossReceiptsAmt |
| Retained By Contractor | $19,992 | RetainedByContractorAmt |
| Net To Organization | $36,827 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $56,819 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $19,992 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $36,827 | TotalNetToOrganizationAmt |
| Licensed States | OR | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA AUC | Event1Nm |
| Gross Receipts Event1 | $161,774 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $48,929 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $112,845 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $55,071 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $161,774 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $48,929 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $112,845 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $55,071 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $55,071 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $57,774 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS ACT AS RECEPTIONISTS IN THE BUSINESS OFFICE, ASSIST IN USHERING AT YOUTH CONCERTS, HELP WITH OFFICE PROJECTS, AND SERVE ON THE ORGANIZATION'S BOARD OF DIRECTORS AND FOUNDATION BOARD. |
| FORM 990, PAGE 2, PART III, LINE 4A | OUR SYMPHONIC CONCERTS SUPPORT NOT ONLY OUR 84 PART-TIME PROFESSIONAL MUSICIANS BUT PROVIDE OVER 2 MILLION IN REVENUE TO OUR COMMUNITY,THUS CONTRIBUTING TO ITS CONTINUED PROSPERITY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FINANCE DIRECTOR FIRST REVIEWS THE RETURN. THEN THE BOARD TREASURER AND THE EXECUTIVE DIRECTOR REVIEW THE RETURN. IT IS NEXT REVIEWED BY THE FINANCE COMMITTEE AND THEN THE BOARD EXECUTIVE COMMITTEE WHICH GIVES THE FINAL APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY IS MONITORED THROUGH THE ORGANIZATION'S BYLAWS. EACH NEWLY APPOINTED BOARD MEMBER IS GIVEN A COPY OF THE WRITTEN BYLAWS UPON BECOMING A MEMBER. ARTICLE 16.1 OF THE BYLAYS STATES THAT A TRANSACTION WITH THE ASSOCIATION IN WHICH A DIRECTOR OF THE ASSOCIATION HAS A DIRECT OR INDIRECT INTERST IS NOT VOIDABLE BY THE ASSOCIATION SOLEY BECAUSE OF THE DIRECTOR'S INTEREST IN THE TRANSACTION IS EITHER (1) THE MATERIAL FACTS OF THE TRANSACTION AND THE DIRECTOR'S INTEREST WERE DISCLOSED OR KNOWN TO THE BOARD OF DIRECTORS OR A COMMITTEE OF THE BOARD OF DIRECTORS, AND THE BOARD OF DIRECTORS OR COMMITTEE AUTHORIZED, APPROVED OR RATIFIED THE TRANSACTION; OR (2) THE TRANSACTION WAS FAIR TO THE ASSOCIATION. AUTHORIZATION, APPROVAL OR RATIFICATION OFFERS IF A MAJORITY OF THE DIRECTORS ON THE BOARD OF DIRECTORS OR ON THE COMMITTEE, WHO HAVE NO DIRECT OR INDIRECT INTEREST IN THE TRANSACTION VOTE TO AUTHORIZE. THE ORGANIZATION HAS A TRANSPARENT RELATIONSHIP WITH ALL BOARD MEMBERS. IF ANY CONFLICT WERE TO ARISE, IT WOULD BE DISCLOSED ALMOST IMMEDIATELY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION FOR TOP MANAGEMENT OFFICIALS AND OTHER OFFICERS OR KEY EMPLOYEES IS BASED ON NATIONAL AVERAGES OBTAINED THROUGH DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION FOR TOP MANAGEMENT OFFICIALS AND OTHER OFFICERS OR KEY EMPLOYEES IS BASED ON THE NATIONAL AVERAGE OBTAINED THROUGH DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE EUGENE SYMPHONY BUSINESS OFFICE, IN THE FINANCE DEPARTMENT, MONDAY THROUGH FRIDAY 9:00 A.M. UNTIL 5:00 P.M. |
| FORM 990, PART IX, LINE 11G | GUEST CONDUCTORS & ARTISTS 265,390 0 0 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENDOWMENT FUND OF EUG SYMPHONY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W 8TH AVE SUITE 115 | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930802257 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 11A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENDOWMENT FUND OF THE EUG SYMPHONY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $230,824 | InvolvedAmt |
| Method Of Amount Determination | CASH PAID | MethodOfAmountDeterminationTxt |
Comments