EUGENE SYMPHONY ASSOCIATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
EUGENE SYMPHONY ASSOCIATION INC (EIN 93-0556298)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-08
IRS object ID
201511289349302531
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-08T17:41:15-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930819646PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JONES & ROTH PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 10086AddressLine1
CityEUGENECity
StateORState
ZIP Code97440ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930556298EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EUGENE SYMPHONY ASSOCIATION INCBusinessNameLine1
Business Name Line2EUGENE SYMPHONYBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlEUGEBusinessNameControlTxt
Phone5416879487PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 W 8TH AVE STE 115AddressLine1
CityEUGENECity
StateORState
ZIP Code97401ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT FRECKPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5416879487PhoneNum
Signature2015-01-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRITZ S DUNCANPreparerPersonNm
PTINP00036435PTIN
Phone5416872320PhoneNum
Preparation2015-04-07PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSCOTT FRECKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 W 8TH AVE 115AddressLine1
CityEUGENECity
StateORState
ZIP Code974013002ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$2,084,613GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressEUGENESYMPHONY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1966FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionPRESENTING A DIVERSE RANGE OF ORCHESTRAL REPETOIRE AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE, AND PROVIDING QUALITY MUSIC EDUCATION OPPORTUNITIES FOR CHILDREN AND ADULTS.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee159TotalEmployeeCnt
Total Volunteers154TotalVolunteersCnt
Total Gross UBI$51,525TotalGrossUBIAmt
PY Contributions Grants$1,134,080PYContributionsGrantsAmt
CY Contributions Grants$1,044,004CYContributionsGrantsAmt
PY Program Service Revenue$989,924PYProgramServiceRevenueAmt
CY Program Service Revenue$841,599CYProgramServiceRevenueAmt
PY Investment Income$350PYInvestmentIncomeAmt
CY Investment Income$171CYInvestmentIncomeAmt
PY Other Revenue$114,191PYOtherRevenueAmt
CY Other Revenue$153,660CYOtherRevenueAmt
PY Total Revenue$2,238,545PYTotalRevenueAmt
CY Total Revenue$2,039,434CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,271,464PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,267,420CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$30,932PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$21,381CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$150,173CYTotalFundraisingExpenseAmt
PY Other Expenses$856,378PYOtherExpensesAmt
CY Other Expenses$831,623CYOtherExpensesAmt
PY Total Expenses$2,158,774PYTotalExpensesAmt
CY Total Expenses$2,120,424CYTotalExpensesAmt
PY Revenues Less Expenses$79,771PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$80,990CYRevenuesLessExpensesAmt
Total Assets BOY$885,525TotalAssetsBOYAmt
Total Assets EOY$783,411TotalAssetsEOYAmt
Total Liabilities BOY$449,822TotalLiabilitiesBOYAmt
Total Liabilities EOY$428,698TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$435,703NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$354,713NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPRESENTING A DIVERSE RANGE OF ORCHESTRAL REPETOIRE AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE, AND PROVIDING QUALITY MUSIC EDUCATION OPPORTUNITIES FOR CHILDREN AND ADULTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,581,390ExpenseAmt
Revenue$841,599RevenueAmt
DescTHE EUGENE SYMPHONY PRODUCED 10 SYMPHONIC CONCERTS THAT WERE ATTENDED BY 19,227 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. 757 STUDENTS TOOK ADVANTAGE OF OUR SPECIAL 10 STUDENT TICKET PRICE FOR THESE CONCERTS, WITH AN ADDITIONAL DISTRIBUTION THROUGHOUT THE COMMUNITY OF 2,399 COMPLIMENTARY TICKETS. OUR SYMPHONIC CONCERTS SUPPORT NOT ONLY OUR 83 PART-TIME PROFESSIONAL MUSICIANS BUT PROVIDE OVER 2 MILLION IN REVENUE TO OUR COMMUNITY, THUS CONTRIBUTING TO ITS CONTINUED PROSPERITY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescTHE EUGENE SYMPHONY IS DEDICATED TO MAINTAINING LOW-COST OR FREE ACCESS TO FAMILY, YOUTH AND ADULT EDUCATIONAL PROGRAMMING. WE PROVIDED PROGRAMS THAT REACHED 21,530 STUDENTS, TEACHERS, ADULTS, AND SENIORS. PER OUR COMMITMENT TO ACCESSIBILITY, WE WAIVED THE FEE FOR 1,987, OR 37.53% OF STUDENTS UNABLE TO AFFORD THE 5.00 TICKET TO OUR YOUTH CONCERTS. IN ADDITION, WE REACHED OVER 4,500 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
FieldValueIRS element (for citing)
Total Program Service Expenses$1,581,390TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document31IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee159EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJANA COXPersonNm
Phone5416879487PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 W 8TH 115AddressLine1
CityEUGENECity
StateORState
ZIP Code97401ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JAMES DEAN
DIRECTOR1.00Yes (X)$0$0$0
MARY ANN HANSON
PAST PRESIDE2.00Yes (X)$0$0$0Yes (X)
DUNNY SORENSEN
PRESIDENT5.00Yes (X)$0$0$0Yes (X)
MATTHEW MCLAUGHLIN
DIRECTOR1.00Yes (X)$0$0$0
CAROLYN ABBOTT
DIRECTOR1.00Yes (X)$0$0$0
WARREN BARNES
TREASURER2.00Yes (X)$0$0$0Yes (X)
ZACHARY BLALACK
DIRECTOR5.00Yes (X)$0$0$0
CARL BJERRE
DIRECTOR1.00Yes (X)$0$0$0
MIKE LEWIS
DIRECTOR2.00Yes (X)$0$0$0
RAYMOND ENGLANDER
DIRECTOR1.00Yes (X)$0$0$0
MIKE BRAGG
DIRECTOR1.00Yes (X)$0$0$0
MIRA FROHNMAYER
DIRECTOR2.00Yes (X)$0$0$0
MARCIA DANEMAN
DIRECTOR1.00Yes (X)$0$0$0
DIANA LEARNER
DIRECTOR2.00Yes (X)$0$0$0
STEPHANIE PEARL KIMMEL
DIRECTOR1.00Yes (X)$0$0$0
DAVID KAMMERER
DIRECTOR1.00Yes (X)$0$0$0
GREG FITZ-GERALD
DIRECTOR2.00Yes (X)$0$0$0
JANET KISSMAN
DIRECTOR2.00Yes (X)$0$0$0
JANE EYRE MCDONALD
SECRETARY2.00Yes (X)$0$0$0Yes (X)
JACK VISCARDI
DIRECTOR2.00Yes (X)$0$0$0
DAVID POTTINGER
DIRECTOR2.00Yes (X)$0$0$0
MATTHEW SHAPIRO
PRESIDENT5.00Yes (X)$0$0$0
MARY LOU VAN RYSSELBERGHE
DIRECTOR2.00Yes (X)$0$0$0
MELVA BOLES
DIRECTOR1.00Yes (X)$0$0$0
GALINA GROZA
DIRECTOR2.00Yes (X)$0$0$0
SHARRON SMITH
DIRECTOR1.00Yes (X)$0$0$0
NANCY SOWDON
DIRECTOR1.00Yes (X)$0$0$0
CATHIE STATON
DIRECTOR2.00Yes (X)$0$0$0
BARBARA WALKER
DIRECTOR1.00Yes (X)$0$0$0
BARBARA MINER
DIRECTOR1.00Yes (X)$0$0$0
JIM RIOPELLE
DIRECTOR1.00Yes (X)$0$0$0
MIKE VERGAMINI
DIRECTOR1.00Yes (X)$0$0$0
SCOTT FRECK
EXECUTIVE DI40.00$111,375$0$6,215Yes (X)
JANA COX
FINANCE DIRE40.00$55,825$0$6,215Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$167,200TotalReportableCompFromOrgAmt
Total Other Compensation$12,430TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$42,420FundraisingAmt
Government Grants$43,500GovernmentGrantsAmt
All Other Contributions$958,084AllOtherContributionsAmt
Total Contributions$1,044,004TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE REVENUEDesc
Total Revenue Column$841,599TotalRevenueColumnAmt
Related Or Exempt Func Income$841,599RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$841,599TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$171TotalRevenueColumnAmt
Related Or Exempt Func Income$171RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$129,322FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$42,420ContriRptFundraisingEventAmt
Fundraising Direct Expenses$45,179FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$84,143TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADVERTISING511120$51,525$51,525
OTHER INCOME$17,992$17,992
FieldValueIRS element (for citing)
Other Revenue Total$69,517OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,039,434TotalRevenueColumnAmt
Related Or Exempt Func Income$859,762RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$51,525UnrelatedBusinessRevenueAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$185,651TotalAmt
Management And General$185,651ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$981,452TotalAmt
Program Services$890,014ProgramServicesAmt
Management And General$22,194ManagementAndGeneralAmt
Fundraising$69,244FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$14,803TotalAmt
Program Services$8,904ProgramServicesAmt
Fundraising$5,899FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$85,514TotalAmt
Program Services$65,022ProgramServicesAmt
Management And General$15,046ManagementAndGeneralAmt
Fundraising$5,446FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,689TotalAmt
Management And General$10,689ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$21,381TotalAmt
Fundraising$21,381FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$29,129TotalAmt
Management And General$29,129ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$127,988TotalAmt
Program Services$127,988ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,770TotalAmt
Program Services$1,136ProgramServicesAmt
Management And General$5,400ManagementAndGeneralAmt
Fundraising$8,234FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$237,528TotalAmt
Program Services$193,347ProgramServicesAmt
Management And General$44,181ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,010TotalAmt
Program Services$1,015ProgramServicesAmt
Management And General$5,931ManagementAndGeneralAmt
Fundraising$64FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$19,886TotalAmt
Program Services$13,151ProgramServicesAmt
Management And General$6,735ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,573TotalAmt
Program Services$1,400ProgramServicesAmt
Management And General$9,173ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
GUEST CONDUCTORS & ARTIST$173,980$173,980
MISCELLANEOUS$90,074$32,624$24,450$33,000
PROGRAM$29,100$29,100
LICENSE FEES$23,935$18,562$5,373

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$56,961TotalAmt
Program Services$25,147ProgramServicesAmt
Management And General$24,909ManagementAndGeneralAmt
Fundraising$6,905FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,120,424TotalAmt
Program Services$1,581,390ProgramServicesAmt
Management And General$388,861ManagementAndGeneralAmt
Fundraising$150,173FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,135BOYAmt
EOY$5,150EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$421,069BOYAmt
EOY$348,341EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$312,850BOYAmt
EOY$254,003EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,433BOYAmt
EOY$3,187EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$64,161BOYAmt
EOY$101,242EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$318,789LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$273,507LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$52,878BOYAmt
EOY$45,282EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$4,259BOYAmt
EOY$2,466EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$23,740BOYAmt
EOY$23,740EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$885,525BOYAmt
EOY$783,411EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$42,822BOYAmt
EOY$29,815EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$407,000BOYAmt
EOY$398,883EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$449,822BOYAmt
EOY$428,698EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$206,754BOYAmt
EOY$142,100EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$228,949BOYAmt
EOY$212,613EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$435,703BOYAmt
EOY$354,713EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$885,525BOYAmt
EOY$783,411EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$80,990ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$888,500CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$972,316CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,037,237CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,134,080CurrentTaxYearMinus1YearAmt
Current Tax Year$1,044,004CurrentTaxYearAmt
Total$5,076,137TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$765,101CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,026,777CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,093,753CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,104,002CurrentTaxYearMinus1YearAmt
Current Tax Year$989,084CurrentTaxYearAmt
Total$4,978,717TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,653,601CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,999,093CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,130,990CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,238,082CurrentTaxYearMinus1YearAmt
Current Tax Year$2,033,088CurrentTaxYearAmt
Total$10,054,854TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$225,100CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$276,079CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$188,670CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$189,465CurrentTaxYearMinus1YearAmt
Current Tax Year$252,795CurrentTaxYearAmt
Total$1,132,109TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$225,100CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$276,079CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$188,670CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$189,465CurrentTaxYearMinus1YearAmt
Current Tax Year$252,795CurrentTaxYearAmt
Total$1,132,109TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$8,922,745PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$294CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,749CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$678CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$350CurrentTaxYearMinus1YearAmt
Current Tax Year$171CurrentTaxYearAmt
Total$3,242TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$294CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,749CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$678CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$350CurrentTaxYearMinus1YearAmt
Current Tax Year$171CurrentTaxYearAmt
Total$3,242TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,653,895CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,000,842CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,131,668CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,238,432CurrentTaxYearMinus1YearAmt
Current Tax Year$2,033,259CurrentTaxYearAmt
Total$10,058,096TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.88710PublicSupportCY509Pct
Public Support PY5090.89230PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$318,789OtherCostOrOtherBasisAmt
Depreciation$273,507DepreciationAmt
Book Value$45,282BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$45,282TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$2,085,696TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$46,262DonatedServicesAndUseFcltsAmt
Revenue Not Reported$46,262RevenueNotReportedAmt
Revenue Subtotal$2,039,434RevenueSubtotalAmt
Total Revenue Per Form990$2,039,434TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,166,686TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$46,262DonatedServicesUseFcltsAmt
Expenses Not Reported$46,262ExpensesNotReportedAmt
Expenses Subtotal$2,120,424ExpensesSubtotalAmt
Total Expenses Per Form990$2,120,424TotalExpensesPerForm990Amt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1THUMBS-UP MARKETINGBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line113545 BARRETT PARKWAY DRAddressLine1
CityST LOUISCity
StateMOState
ZIP Code63021ZIPCode
FieldValueIRS element (for citing)
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Retained By Contractor$21,381RetainedByContractorAmt
Net To Organization-$21,381NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$21,381TotalRetainedByContractorsAmt
Total Net To Organization-$21,381TotalNetToOrganizationAmt
Licensed StatesORLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1ANNUAL GALA AUCNameOfEvent1Amt
Gross Receipts Event1$171,742GrossReceiptsEvent1Amt
Charitable Contri Event1$42,420CharitableContriEvent1Amt
Gross Revenue Event1$129,322GrossRevenueEvent1Amt
Other Direct Expenses Event1$45,179OtherDirectExpensesEvent1Amt
Gross Receipts Total$171,742GrossReceiptsTotalAmt
Charitable Contributions Tot$42,420CharitableContributionsTotAmt
Gross Revenue Total Events$129,322GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$45,179OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$45,179DirectExpenseSummaryEventsAmt
Net Income Summary$84,143NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, PART I, LINE 6VOLUNTEERS ACT AS RECEPTIONISTS IN THE BUSINESS OFFICE, ASSIST IN USHERING AT YOUTH CONCERTS, HELP WITH OFFICE PROJECTS, AND SERVE ON THE ORGANIZATION'S BOARD.
FORM 990, PAGE 2, PART III, LINE 4APROSPERITY.
FORM 990, PAGE 6, PART VI, LINE 4YES - SEE ATTACHED AMENDMENTS.
FORM 990, PAGE 6, PART VI, LINE 11BTHE FINANCE DIRECTOR FIRST REVIEWS THE RETURN. THEN THE BOARD TREASURER AND THE EXECUTIVE DIRECTOR REVIEW THE RETURN. 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 12CTHE CONFLICT OF INTEREST POLICY IS MONITORED THROUGH THE ORGANIZATION'S BYLAWS. EACH NEWLY APPOINTED BOARD MEMBER IS GIVEN A COPY OF THE WRITTEN BYLAWS UPON BECOMING A MEMBER. ARTICLE 16.1 OF THE BYLAYS STATES THAT A TRANSACTION WITH THE ASSOCIATION IN WHICH A DIRECTOR OF THE ASSOCIATION HAS A DIRECT OR INDIRECT INTERST IS NOT VOIDABLE BY THE ASSOCIATION SOLEY BECAUSE OF THE DIRECTOR'S INTEREST IN THE TRANSACTION IS EITHER (1) THE MATERIAL FACTS OF THE TRANSACTION AND THE DIRECTOR'S INTEREST WERE DISCLOSED OR KNOWN TO THE BOARD OF DIRECTORS OR A COMMITTEE OF THE BOARD OF DIRECTORS, AND THE BOARD OF DIRECTORS OR COMMITTEE AUTHORIZED, APPROVED OR RATIFIED THE TRANSACTION; OR (2) THE TRANSACTION WAS FAIR TO THE ASSOCIATION. AUTHORIZATION, APPROVAL OR RATIFICATION OFFERS IF A MAJORITY OF THE DIRECTORS ON THE BOARD OF DIRECTORS OR ON THE COMMITTEE, WHO HAVE NO DIRECT OR INDIRECT INTEREST IN THE TRANSACTION VOTE TO AUTHORIZE. THE ORGANIZATION HAS A TRANSPARENT RELATIONSHIP WITH ALL BOARD MEMBERS. IF ANY CONFLICT WERE TO ARISE, IT WOULD BE DISCLOSED ALMOST IMMEDIATELY.
FORM 990, PAGE 6, PART VI, LINE 15ACOMPENSATION FOR TOP MANAGEMENT OFFICIALS AND OTHER OFFICERS OR KEY EMPLOYEES IS BASED ON NATIONAL AVERAGES OBTAINED THROUGH DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS.
FORM 990, PAGE 6, PART VI, LINE 15BCOMPENSATION FOR TOP MANAGEMENT OFFICIALS AND OTHER OFFICERS OR KEY EMPLOYEES IS BASED ON THE NATIONAL AVERAGE OBTAINED THROUGH DATA PROVIDED BY THE LEAGUE OF AMERICAN ORCHESTRAS.
FORM 990, PAGE 6, PART VI, LINE 19DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE EUGENE SYMPHONY BUSINESS OFFICE, IN THE FINANCE DEPARTMENT, MONDAY THROUGH FRIDAY 9:00 A.M. UNTIL 5:00 P.M.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ENDOWMENT FUND OF EUG SYMPHONYBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 W 8TH AVE SUITE 115AddressLine1
CityEUGENECity
StateORState
ZIP Code97401ZIPCode
FieldValueIRS element (for citing)
EIN930802257EIN
Primary ActivitiesSUPPORTPrimaryActivitiesTxt
Legal Domicile StateORLegalDomicileStateCd
Exempt Code Section501C3ExemptCodeSectionTxt
Public Charity Status11APublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ENDOWMENT FUND OF THE EUG SYMPHONYBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$135,117InvolvedAmt

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