OREGON SYMPHONY ASSOCIATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- OREGON SYMPHONY ASSOCIATION (EIN 93-0446527)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-16
- IRS object ID
- 201611379349308041
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T15:15:11-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 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 | 2016-05-16 | 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 | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | 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 NO 200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 972052819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,437,756 | 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 | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 263 | TotalEmployeeCnt |
| Total Volunteers | 125 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,803,624 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,333,313 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,931,607 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,089,836 | CYProgramServiceRevenueAmt |
| PY Investment Income | $472,027 | PYInvestmentIncomeAmt |
| CY Investment Income | $100,311 | CYInvestmentIncomeAmt |
| PY Other Revenue | $88,940 | PYOtherRevenueAmt |
| CY Other Revenue | $174,772 | CYOtherRevenueAmt |
| PY Total Revenue | $14,296,198 | PYTotalRevenueAmt |
| CY Total Revenue | $15,698,232 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,698,672 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,642,878 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $826,765 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,717,698 | PYOtherExpensesAmt |
| CY Other Expenses | $6,371,857 | CYOtherExpensesAmt |
| PY Total Expenses | $14,416,370 | PYTotalExpensesAmt |
| CY Total Expenses | $16,014,735 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$120,172 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$316,503 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,606,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,300,775 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,717,265 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,688,858 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,889,035 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,611,917 | 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 | $12,604,660 | ExpenseAmt |
| Revenue | $8,089,836 | RevenueAmt |
| Desc | IN FY15, THE OREGON SYMPHONY ACHIEVED A SIXTH CONSECUTIVE YEAR WITH AN OPERATING SURPLUS WHILE SETTING NUMEROUS RECORDS: NUMBERS OF TICKETS SOLD, NUMBER OF FIRST-TIME TICKET BUYERS, NUMBER OF SOLD-OUT CONCERTS, TOTAL EARNED REVENUE, NUMBER OF DONORS, NUMBER OF NEW DONORS, BOARD MEMBER CONTRIBUTIONS, AMOUNT RAISED AT THE ANNUAL GALA, TOTAL CONTRIBUTED REVENUE, AND ATTENDANCE AT THE WATERFRONT CONCERT. ARTISTIC ACHIEVEMENTSTHE OREGON SYMPHONY PRESENTED 99 PERFORMANCES OF 47 DISTINCT CONCERT PROGRAMS IN FY15, SPANNING MUSICAL GENRES, ENGAGING DIVERSE AUDIENCES, AND BRINGING WORLD-CLASS GUEST ARTISTS TO OREGON. --CONTINUED ON SCHEDULE O-- THE SEASON FEATURED STUNNING PERFORMANCES BY NADIA SALERNO-SONNENBERG, PABLO SAINZ VILLEGAS, AND ANDRE WATTS, A WORLD PREMIERE PERFORMANCE BY TREY ANASTASIO, THREE SOLD-OUT PERFORMANCES OF CARMINA BURANA WITH THE PORTLAND SYMPHONIC CHOIR AND PACIFIC YOUTH CHOIR, THREE SOLD-OUT PERFORMANCES OF BEETHOVEN'S FIFTH SYMPHONY, STEPHEN HOUGH'S BRILLIANT PERFORMANCE OF BEETHOVEN'S PIANO CONCERTO #1, A SOLD-OUT SHOW BY GRAMMY AWARD-WINNING R&B PERFORMERS BOYZ II MEN IN THEIR OREGON SYMPHONY DEBUT, AND STAR TREK (THE MOVIE) WITH LIVE ORCHESTRA. OF PARTICULAR NOTE, JAMES CARTER, ONE OF THE MOST ADMIRED JAZZ MUSICIANS OF HIS GENERATION, ELECTRIFIED THE AUDIENCE WITH CHARISMATIC IMPROVISATIONS ON TWO INSTRUMENTS IN THE CONCERTO FOR SAXOPHONES BY ROBERTO SIERRA, A LIVING COMPOSER. IN TOTAL, WE SOLD OUT 19 CONCERTS THIS YEAR (23% OF OUR PERFORMANCES).AS WE BROADENED OUR ARTISTIC RANGE, WE EXTENDED OUR COLLABORATIONS WITH YOUTH MUSIC AND ARTS PROGRAMS. OUR KIDS CONCERTS SERIES, WHICH ROUTINELY ACHIEVES CAPACITY CROWDS, IS UNIQUE IN ITS ONGOING COLLABORATION WITH PACIFIC YOUTH CHOIR AND DANCE WEST. NARRATED BY ACTOR PAM MAHAN, THESE ONE-HOUR PROGRAMS ENGAGE KIDS AGES 5-10 AND THEIR FAMILIES IN A LIVELY AND ENTERTAINING WAY THAT IS BOTH AURAL AND VISUAL. CLASSICAL MASTERWORKS ARE THOUGHTFULLY CRAFTED TO CAPTURE THE IMAGINATION OF THE NEXT GENERATION; THE PROGRAMS ARE SO ENJOYABLE THAT WE FIND THERE, NOT INFREQUENTLY, AN UNACCOMPANIED ADULT.IN JANUARY, WE RELEASED OUR THIRD GRAMMY NOMINATED CD UNDER THE BATON OF CARLOS KALMER, "SPIRIT OF THE AMERICAN RANGE." AMONG OUR CRITICAL REVIEWS, THE NEW YORK TIMES PROCLAIMED: "THAT THE ORCHESTRA CONTINUES TO THRIVE UNDER CARLOS KALMAR, ITS DYNAMIC URUGUAYAN MUSIC DIRECTOR, IS CLEAR FROM THIS EXCITING RECORDING."EDUCATION & COMMUNITY ACHIEVEMENTSIN FY15, WE PRESENTED OVER 250 MUSIC EDUCATION AND COMMUNITY OUTREACH PROGRAMS, REACHING NEARLY 60,000 PEOPLE OF ALL AGES INCLUDING NEARLY 40,000 CHILDREN AND THEIR FAMILIES. OUR PROGRAMS ARE HOSTED PRIMARILY IN SCHOOLS, LIBRARIES, COMMUNITY CENTERS, AND THE ARLENE SCHNITZER CONCERT HALL. THROUGH THESE PROGRAMS, CHILDREN EXPERIENCE LIVE ORCHESTRAL CONCERTS, ENGAGE WITH MUSICIANS, TRY OUT INSTRUMENTS, LEARN MUSIC BASICS AND GET THEIR FIRST TASTE OF WHAT WE HOPE WILL BE A LIFE-LONG APPRECIATION FOR MUSIC AND THE ARTS.NEW STUDIO TO SCHOOL PROJECTWE WERE HONORED TO RECEIVE A MULTI-YEAR GRANT TO SUPPORT ARTS LEARNING IN THE DAVID DOUGLAS SCHOOL DISTRICT THROUGH THE NEWLY ESTABLISHED OREGON COMMUNITY FOUNDATION'S "STUDIO TO SCHOOL" PROJECT. OUR GOAL IS TO CREATE A MEANINGFUL AND ENDURING PROGRAM THAT NOT ONLY ENCOURAGES STUDENTS TO BECOME INVOLVED IN MUSIC, BUT ALSO INTEGRATES MUSIC INTO THE SCHOOLS' BROADER CURRICULA TO HELP ALL STUDENTS--NOT JUST THOSE WHO CHOOSE TO LEARN MUSIC--TO ACHIEVE ACADEMIC SUCCESS. ALL OF OUR MUSICIANS WILL BE INVOLVED IN SCHOOL AND RESIDENCY ACTIVITIES AT DAVID DOUGLAS OVER THREE YEARS. IN FY15, MEMBERS OF ALL FOUR SECTIONS OF THE ORCHESTRA VISITED WITH THE 700 STUDENTS IN GRADES K-5 AT GILBERT HEIGHTS ELEMENTARY IN THEIR CLASSROOMS AND PERFORMED DEVELOPMENTALLY APPROPRIATE CHAMBER YOUTH CONCERTS. IN THE EVENING, EACH ENSEMBLE ALSO PRESENTED AN INFORMATIVE, HOUR-LONG COMMUNITY CONCERT FOR FAMILIES AND NEIGHBORHOOD RESIDENTS. OTHER ACTIVITIES INCLUDED PROFESSIONAL DEVELOPMENT WORKSHOPS FOR TEACHERS AND PRIVATE LESSONS FOR STUDENTS WHO ARE STUDYING AN INSTRUMENT. CONCERTS TO GOIN FY14, WE EXPERIMENTED WITH "CONCERTS TO GO", A PROGRAM FOR WHICH THE OREGON SYMPHONY TRAVELS TO A LOCAL SCHOOL OR COMMUNITY CENTER WHOSE STUDENTS OR RESIDENTS MIGHT NOT OTHERWISE HAVE ACCESS TO LIVE CLASSICAL MUSIC. IT WAS RECEIVED ENTHUSIASTICALLY. IN FY15, WE EXPANDED TO A TOTAL OF FOUR PROGRAMS. TWO OF THESE WERE PERFORMED AT THE ELSINORE THEATRE IN SALEM BEFORE OVER 2,000 SALEM AREA STUDENTS, AND ANOTHER WAS PERFORMED AT JOHN WETTEN ELEMENTARY SCHOOL IN GLADSTONE. THE FOURTH FY15 "CONCERT TO GO" WAS A SPECIAL CELEBRATION HELD AT ROSA PARKS ELEMENTARY SCHOOL AND INCLUDED A PERFORMANCE WITH THE BRAVO YOUTH ORCHESTRA TO CELEBRATE BOTH BLACK HISTORY MONTH AND THE 40TH ANNIVERSARY OF BRAVO'S PEDAGOGICAL MODEL, EL SISTEMA. THIS COLLABORATIVE CELEBRATION WAS EXTENDED MONTHS LATER AT OUR GALA, WHEN THE BRAVO YOUTH ORCHESTRA PERFORMED ONSTAGE WITH THE OREGON SYMPHONY FOR THE FIRST TIME, SIDE-BY-SIDE, AT THE ARLENE SCHNITZER CONCERT HALL. THE OREGON SYMPHONY ALSO PERFORMED THIS YEAR IN UNCONVENTIONAL VENUES SUCH AS PARROTT CREEK RESIDENTIAL TREATMENT RANCH IN CANBY AND COFFEE CREEK WOMEN'S CORRECTIONAL FACILITY IN WILSONVILLE. SCOTT SHOWALTER AND CARLOS KALMAR TOGETHER BELIEVE THAT WE HAVE A UNIQUE AND IMPORTANT OPPORTUNITY TO SERVE CITIZENS OF ALL TYPES, INCLUDING THE INCARCERATED. A THANK-YOU NOTE FROM ONE COFFEE CREEK INMATE EXPRESSED SUCCINCTLY THE IMPORTANCE OF OUR WORK: "...THANK YOU FOR COMING TO SHARE YOUR MUSIC WITH US. HEARING THE BEAUTY OF THE LAST HOUR GIVES ME HOPE TO BUILD A BETTER LIFE UPON RELEASE."ACHIEVING RECORD TICKET/SUBSCRIPTION SALES & CONTRIBUTIONSIN FY15, WE ENJOYED RECORD TICKET SALES AND SUBSCRIPTION INCREASES THAT COUNTER NATIONAL TRENDS: TOTAL TICKETS SOLD (UP 4% OVER PREVIOUS SEASON), CLASSICAL TICKETS SOLD (UP 5%), CLASSICAL TICKET REVENUE (UP 7%), CLASSICAL SUBSCRIBERS (UP 4%), CLASSICAL SUBSCRIPTION REVENUE (UP 3%), AND CLASSICAL ATTENDANCE RATE (UP 2%). IN FY15, THE NUMBER OF DONORS INCREASED BY 13% AND CONTRIBUTED REVENUE JUMPED FROM $6.1 MILLION TO OVER $7.7 MILLION. THE INCREASE IN TOTAL DONATIONS WAS DUE TO AN INCREASED NUMBER OF DONORS, LARGER AVERAGE DONATION, AND TOTAL GIVING FROM THE BOARD. | Desc |
| Total Program Service Expenses | $12,604,660 | 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 | 0 | 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 | Yes (1) | 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 | 263 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | 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 (44 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 |
|---|---|---|---|---|---|---|---|---|
| KARL SMITH | ||||||||
| CHAIRMAN | 20.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| J CLAYTON HERING | ||||||||
| 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 | ||
| JACK WILBORN | ||||||||
| TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JERRY HULSMAN | ||||||||
| SECRETARY | 10.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NELSON D ATKIN II | ||||||||
| 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) | $51,406 | $0 | $20,928 | |||
| 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 | |||
| CONNIE CLARK | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MARILYN DE OLIVEIRA | ||||||||
| DIRECTOR & MUSICIAN | 35.00 | Yes (X) | $52,203 | $0 | $4,073 | |||
| CLIFF DEVENEY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM EARLY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER FRAJOLA | ||||||||
| DIRECTOR & MUSICIAN | 35.00 | Yes (X) | $77,880 | $0 | $11,472 | |||
| ROBYN JOHNSON GASTINEAU | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RALPH HAMMIII | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE HARRIS | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT HARRISON | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DON HERMANNS | ||||||||
| DIRECTOR & MUSICIAN | 35.00 | Yes (X) | $47,922 | $0 | $20,947 | |||
| RENEE HOLZMAN | ||||||||
| DIRECTOR | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF HEATHERINGTON | ||||||||
| 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 | Yes (X) | $0 | $0 | $0 | |||
| MARK KRALJ | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS M LAUDERDALE | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $170,000 | $0 | $0 | |||
| PRISCILLA WOLD LONGFIELD | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES D LYNCH | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUIS MCCRAW | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSCOE NELSON | ||||||||
| DIRECOTR | 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 | |||
| LARRY VOLLUM | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DERALD WALKER | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL B WRAY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT SHOWALTER | ||||||||
| PRESIDENT/CEO | 50.00 | Yes (X) | Yes (X) | $122,821 | $0 | $3,917 | ||
| JANET PLUMMER | ||||||||
| CFO | 50.00 | 1.00 | Yes (X) | $120,303 | $0 | $20,601 | ||
| SARAH KWAK | ||||||||
| CONCERTMASTER | 35.00 | $154,842 | $0 | $10,282 | Yes (X) | |||
| MARY CRIST | ||||||||
| VP & GENERAL MANAGER | 50.00 | 1.00 | $142,897 | $0 | $18,073 | Yes (X) | ||
| DIANE SYRCLE | ||||||||
| VP FOR DEVELOPMENT | 35.00 | $105,366 | $0 | $20,867 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,045,640 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $131,160 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SELDY CRAMER INC | |||||
| 601 VAN NESS AVE 15 | SAN FRANCISCO | CA | 94102 | ARTIST FEES | $391,723 |
| WILLIAM MORRIS ENDEAVOR ENTERTAINMENT L | |||||
| 9601 WILSHIRE BLVD 3RD FLR | BEVERLY HILLS | CA | 90210 | ARTIST FEES | $247,500 |
| IMG ARTISTS LLC | |||||
| 7 W 54TH ST | NEW YORK | NY | 10019 | ARTIST FEES | $247,400 |
| GEORGE HECKMAN II DBA LAN SERVICE GROUP | |||||
| 18250 SOUTH CLARK LANE | OREGON CITY | OR | 97045 | IT SERVICES | $217,579 |
| THOMAS M LAUDERDALE | |||||
| PO BOX 4628 | PORTLAND | OR | 97208 | ARTIST FEES | $170,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $467,421 | FundraisingAmt |
| Government Grants | $785,895 | GovernmentGrantsAmt |
| All Other Contributions | $6,079,997 | AllOtherContributionsAmt |
| Noncash Contributions | $397,911 | NoncashContributionsAmt |
| Total Contributions | $7,333,313 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCERT TICKET & FEES | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $8,089,836 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,089,836 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,089,836 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,039 | TotalRevenueColumnAmt |
| Exclusion | $101,039 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $520 | TotalRevenueColumnAmt |
| Exclusion | $520 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $611,451 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $612,179 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$728 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$728 | TotalRevenueColumnAmt |
| Exclusion | -$728 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $220,785 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $467,421 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $127,345 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,440 | TotalRevenueColumnAmt |
| Exclusion | $93,440 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $91,763 | $91,763 |
| TRANSFER TO OSF | 900099 | -$10,951 | -$10,951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $80,812 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,698,232 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,089,836 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $275,083 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,092,400 | TotalAmt |
| Program Services | $841,157 | ProgramServicesAmt |
| Management And General | $192,096 | ManagementAndGeneralAmt |
| Fundraising | $59,147 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,206,341 | TotalAmt |
| Program Services | $4,778,936 | ProgramServicesAmt |
| Management And General | $1,091,368 | ManagementAndGeneralAmt |
| Fundraising | $336,037 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,815 | TotalAmt |
| Program Services | $271,474 | ProgramServicesAmt |
| Management And General | $54,397 | ManagementAndGeneralAmt |
| Fundraising | $10,944 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,223,020 | TotalAmt |
| Program Services | $1,092,092 | ProgramServicesAmt |
| Management And General | $89,791 | ManagementAndGeneralAmt |
| Fundraising | $41,137 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $784,302 | TotalAmt |
| Program Services | $620,863 | ProgramServicesAmt |
| Management And General | $125,292 | ManagementAndGeneralAmt |
| Fundraising | $38,147 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,097 | TotalAmt |
| Management And General | $40,097 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,226 | TotalAmt |
| Management And General | $61,226 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,044 | TotalAmt |
| Program Services | $66,707 | ProgramServicesAmt |
| Management And General | $48,113 | ManagementAndGeneralAmt |
| Fundraising | $10,224 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $719,238 | TotalAmt |
| Program Services | $718,578 | ProgramServicesAmt |
| Fundraising | $660 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $671,807 | TotalAmt |
| Program Services | $308,560 | ProgramServicesAmt |
| Management And General | $283,000 | ManagementAndGeneralAmt |
| Fundraising | $80,247 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $742,329 | TotalAmt |
| Program Services | $574,886 | ProgramServicesAmt |
| Management And General | $129,489 | ManagementAndGeneralAmt |
| Fundraising | $37,954 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,318 | TotalAmt |
| Program Services | $16,318 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,334 | TotalAmt |
| Program Services | $9,499 | ProgramServicesAmt |
| Management And General | $24,364 | ManagementAndGeneralAmt |
| Fundraising | $42,471 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,190 | TotalAmt |
| Program Services | $21,083 | ProgramServicesAmt |
| Management And General | $21,107 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,458 | TotalAmt |
| Management And General | $14,458 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GUEST ARTISTS | $2,002,083 | $2,002,083 | ||
| CONTRACT LABOR | $744,520 | $485,947 | $251,920 | $6,653 |
| OTHER PRODUCTION EXPENS | $697,660 | $697,660 | ||
| DONOR CAMPAIGN EXPENSE | $229,054 | $44,845 | $84,523 | $99,686 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,499 | TotalAmt |
| Program Services | $53,972 | ProgramServicesAmt |
| Management And General | $72,069 | ManagementAndGeneralAmt |
| Fundraising | $63,458 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,014,735 | TotalAmt |
| Program Services | $12,604,660 | ProgramServicesAmt |
| Management And General | $2,583,310 | ManagementAndGeneralAmt |
| Fundraising | $826,765 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,256,895 | BOYAmt |
| EOY | $2,640,655 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $895,141 | BOYAmt |
| EOY | $488,229 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,283 | BOYAmt |
| EOY | $231,037 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,980 | BOYAmt |
| EOY | $1,532 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,829 | BOYAmt |
| EOY | $286,315 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,633,103 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,056,206 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,864 | BOYAmt |
| EOY | $576,897 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,886,780 | BOYAmt |
| EOY | $10,300,698 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $743,528 | BOYAmt |
| EOY | $775,412 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,606,300 | BOYAmt |
| EOY | $15,300,775 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,518 | BOYAmt |
| EOY | $304,120 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,329,552 | BOYAmt |
| EOY | $3,370,104 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,195 | BOYAmt |
| EOY | $14,634 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,717,265 | BOYAmt |
| EOY | $3,688,858 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$65,335 | BOYAmt |
| EOY | $99,806 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,622,808 | BOYAmt |
| EOY | $3,158,012 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,331,562 | BOYAmt |
| EOY | $8,354,099 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,889,035 | BOYAmt |
| EOY | $11,611,917 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,606,300 | BOYAmt |
| EOY | $15,300,775 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$316,503 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $39,385 | 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 | $5,898,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,063,663 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,388,591 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,832,494 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,368,826 | CurrentTaxYearAmt |
| Total | $31,552,351 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,497,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,336,905 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,392,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,931,607 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,089,836 | CurrentTaxYearAmt |
| Total | $36,249,019 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,396,488 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,400,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,781,551 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,764,101 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,458,662 | CurrentTaxYearAmt |
| Total | $67,801,370 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $648,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,099,109 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $635,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $712,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,281,081 | CurrentTaxYearAmt |
| Total | $4,377,747 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $648,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,099,109 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $635,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $712,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,281,081 | CurrentTaxYearAmt |
| Total | $4,377,747 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $63,423,623 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $143,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,371 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $120,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $101,559 | CurrentTaxYearAmt |
| Total | $581,291 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $143,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,371 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $120,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $101,559 | CurrentTaxYearAmt |
| Total | $581,291 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $290,841 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $156,173 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $230,097 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $88,103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $235,941 | CurrentTaxYearAmt |
| Total | $1,001,155 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,796,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,700,724 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,118,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,972,835 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,796,162 | CurrentTaxYearAmt |
| Total | $69,383,816 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91410 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92220 | PublicSupportPY509Pct |
| Investment Income CY | 0.00840 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00910 | 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 | $10,835,840 | 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,119,393 | BeginningYearBalanceAmt |
| Contributions | $81,700 | ContributionsAmt |
| Investment Earnings Or Losses | $1,904,873 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $703,537 | OtherExpendituresAmt |
| End Year Balance | $10,402,429 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.81560 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18440 | 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 | $1,633,103 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,056,206 | DepreciationAmt |
| Book Value | $576,897 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $576,897 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INSURANCE POLICIES | $766,644 | F |
| CASH & COMMERCIAL PAPER | $8,768 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $775,412 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY LIABILITY | Desc |
| Amt | $14,634 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,634 | 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 | $660,446 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $466,221 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $194,225 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,362 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $63,736 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,920 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $45,446 | OtherDirectExpensesEvent1Amt |
| Event2 | FALL GALA | Event2Nm |
| Gross Receipts Event2 | $23,900 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,200 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $22,700 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $11,907 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $974 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $684,346 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $467,421 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $216,925 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,362 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $75,643 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,920 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,420 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $127,345 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $89,580 | NetIncomeSummaryAmt |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS M LAUDERDALE | ||||||||||||||
| DIRECTOR | $170,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $170,000 | $0 | $0 | $0 |
| SARAH KWAK | ||||||||||||||
| CONCERTMASTER | $154,842 | $0 | $0 | $0 | $0 | $0 | $2,869 | $0 | $7,413 | $0 | $165,124 | $0 | $0 | $0 |
| MARY CRIST | ||||||||||||||
| VP & GENERAL MANAGER | $142,897 | $0 | $0 | $0 | $0 | $0 | $7,930 | $0 | $10,143 | $0 | $160,970 | $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 | $1,532 | 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 | $1,532 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINK MARTINI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | THOMAS LAUDERDALE, A DIRECTOR OF OSA IS 100% OWNER OF PINK MARTINI. | RelationshipDescriptionTxt |
| Transaction | $116,000 | TransactionAmt |
| Transaction | THE DIRECTOR'S BAND PINK MARTINI WAS HIRED AS A PERFORMER FOR $116,000. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
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
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $20,913 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MISCELLANEOUS | Desc |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $376,998 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| 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 (8 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 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| 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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