OREGON SYMPHONY ASSOCIATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- OREGON SYMPHONY ASSOCIATION (EIN 93-0446527)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201531359349308698
- 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
- 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 | 2015-05-15T17:52:29-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL ST STE 500 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972052819 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET PLUMMER | PersonNm |
| Person Title | CFO AND VP FOR FINANCE & ADMIN | PersonTitleTxt |
| Phone | 5032284294 | PhoneNum |
| Signature | 2015-05-14 | 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 | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANET PLUMMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 921 SW WASHINGTON NO 200 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972052819 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,659,755 | 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 | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 260 | TotalEmployeeCnt |
| Total Volunteers | 176 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,388,591 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,803,624 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,392,960 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,931,607 | CYProgramServiceRevenueAmt |
| PY Investment Income | $273,955 | PYInvestmentIncomeAmt |
| CY Investment Income | $472,027 | CYInvestmentIncomeAmt |
| PY Other Revenue | $233,418 | PYOtherRevenueAmt |
| CY Other Revenue | $88,940 | CYOtherRevenueAmt |
| PY Total Revenue | $13,288,924 | PYTotalRevenueAmt |
| CY Total Revenue | $14,296,198 | 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 | $8,927,212 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,698,672 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $763,333 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,788,827 | PYOtherExpensesAmt |
| CY Other Expenses | $5,717,698 | CYOtherExpensesAmt |
| PY Total Expenses | $13,716,039 | PYTotalExpensesAmt |
| CY Total Expenses | $14,416,370 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$427,115 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$120,172 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,468,266 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,606,300 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,595,588 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,717,265 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,872,678 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,889,035 | 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 80+ PERFORMANCES AND PROVIDE EDUCATIONAL PROGRAMS TO OVER 20,000 YOUTHS THROUGH 156 EVENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,631,290 | ExpenseAmt |
| Revenue | $7,931,607 | RevenueAmt |
| Desc | ORCHESTRAL PERFORMANCES 90 CONCERTS IN TOTAL IN 2013/14 ATTENDED BY OVER 225,000 PEOPLE - 82 CONCERTS AT ARLENE SCHNITZER CONCERT HALL, INCLUDING 40 CLASSICAL, 3 KIDS, 8 POPS AND 22 SPECIALS, AND 4 YOUTH CONCERTS - 9 CONCERTS IN SALEM; 1 FREE OUTDOOR CONCERT AT ROTARY CENTENNIAL PARK IN NEWBERG; AND 3 SPECIAL PERFORMANCES AT SCHOOLS IN PORTLAND AND HILLSBORO.IN ADDITION TO OUTSTANDING PROGRAMS OFFERED BY MUSIC DIRECTOR CARLOS KALMAR, THE ORCHESTRA PERFORMED WITH A DIVERSE ARRAY OF SOME OF THE WORLDS MOST GIFTED AND PRAISED GUEST CONDUCTORS AND ARTISTS IN FY14, INCLUDING LANG LANG, JOSHUA BELL, HILARY HAHN, EMANUEL AX, THIERRY FISCHER, MARK WIGGLESWORTH, ANDRES OROZCO-ESTRADA AND JEAN-MARIE ZEITOUNI. MAJOR WORKS PERFORMED INCLUDED BRITTENS WAR REQUIEM, DVORAKS SYMPHONY #5, BRAHMS DOUBLE CONCERTO, AND STRAVINSKYS THE FIREBIRD. IN ADDITION TO CLASSICAL REPERTOIRE OFFERINGS, THE OREGON SYMPHONY PARTNERED WITH OUTSTANDING MUSICIANS FROM OTHER MUSICAL GENRES INCLUDING BRANDY CARLILE, NATALIE COLE, PINK MARTINI, AND JOHN WILLIAMS, WHO CONDUCTED A PERFORMANCE OF HIS OWN GRAMMY AWARDING WINNING MOVIE SCORES.EDUCATION & COMMUNITY ENGAGEMENT - 4 YOUNG PEOPLES CONCERTS AT PORTLANDS ARLENE SCHNITZER CONCERT HALL AND DREW 7,500 STUDENTS IN GRADES 3-8 AND THEIR TEACHERS FROM 120 SCHOOLS AND HOME SCHOOLS - 5,250 ATTENDED FOR FREE BASED ON ENROLLMENT IN THE FEDERAL FREE/REDUCED LUNCH PROGRAM. - 40 CLASSROOM VISITS WERE MADE TO 20 SCHOOLS BY 10 VOLUNTEER DOCENTS IN PREPARATION FOR YOUNG PEOPLES CONCERTS. - 36 KINDERKONZERTS AT THREE PARTICIPATING HOST MAGNET SCHOOLS (TITLE 1, INCLUDING LINCOLN STREET IN HILLSBORO, PENINSULA IN N. PORTLAND AND WOODSTOCK IN SE PORTLAND, DREW 10,600 STUDENTS IN GRADES K-2 AND THEIR TEACHERS FROM 70 SCHOOLS AND 54 HOME SCHOOLS - 6,900 ATTENDED FOR FREE BASED ON ENROLLMENT IN THE FEDERAL FREE/REDUCED LUNCH PROGRAM. - 1,700 STUDENTS WERE ABLE TO ATTEND KINDERKONZERTS AND YOUNG PEOPLES CONCERTS BECAUSE OF BUS SUBSIDIES WE PROVIDED TO 10 ELIGIBLE TITLE SCHOOLS. THESE STUDENTS WOULD NOT HAVE BEEN ABLE TO PARTICIPATE WITHOUT THEM. - 26 SYMPHONY STORYTIMES AT 8 PARTICIPATING PUBLIC LIBRARIES IN MULTNOMAH, CLACKAMAS AND WASHINGTON COUNTIES DREW 1,900 PRE-SCHOOLERS AND THEIR PARENTS, ALL OF WHOM ATTENDED FOR FREE. - 3 YOUNG PEOPLES CONCERTS PERFORMED IN SCHOOL GYMS (DUNCAN AND GILBERT HEIGHTS ELEMENTARY SCHOOLS AND ST. MARYS HOME FOR BOYS)UNDER THE NEWLY FORMED CONCERT TO GO MUSIC EDUCATION OUTREACH MODEL, AS ONE OF THE KEY FOCUS AREAS OF OUR NEW OREGON SYMPHONY VISION AND STRATEGIC PLAN IS TO EXPAND OUR COMMUNITY ENGAGEMENT ACTIVITIES. TO REALIZE THIS MISSION, WE GOT OUT OF THE HALL AND INTO SCHOOLS AND NEW COMMUNITY VENUES TO REACH AUDIENCES THAT OTHERWISE WOULD NOT OR COULD NOT ACCESS OUR PROGRAMS. 1,000 STUDENTS REACHED BY THE MUSIC. - 36 PRELUDES SERIES PERFORMANCES WERE PRESENTED BY 575 STUDENT MUSICIANS FROM 33 SCHOOLS AND COMMUNITY ENSEMBLES PRIOR TO CLASSICAL SERIES, POPS AND KIDS CONCERTS. - 570 STUDENTS ATTENDED THE ORCHESTRAS WORKING REHEARSALS AND MET WITH PERFORMERS FOR Q & A - 40 PRE-CONCERT CONCERT CONVERSATION PRESENTATIONS CONDUCTED BY CARLOS KALMAR, PAUL KIM AND GUEST CONDUCTORS AND MUSICIANS IN COLLABORATION WITH ROBERT MCBRIDE, CHRISTA WESSEL OF ALL CLASSICAL 89.9 FM KQAC, REACHING OVER 9,000 PATRONS IN THE CONCERT HALL AND WORLD-WIDE THROUGH ARCHIVED VIDEO LINK ONLINE. - 19 ARTIST IN RESIDENCE EVENTS FEATURING GERMAN CELLIST, ALBAN GERHARDT DURING HIS WEEK PERFORMING WITH THE ORCHESTRA. THE GOAL IS TO BRING MORE MUSIC OUT INTO THE COMMUNITY IN UNEXPECTED AND UNCONVENTIONAL VENUES, TOUCHING NEW AUDIENCES. HE PERFORMED BACH SUITES AND PLAYED IN AN OSO CELLO CHAMBER ENSEMBLE, REACHING @ 600 MEMBERS OF THE COMMUNITY IN FREE CONCERTS AND VISITS. THIS WAS ALBANS 2ND EXTREMELY PRODUCTIVE YEAR IN HIS 3 YEAR RESIDENCY. - OSO MUSICIANS AND CONDUCTORS WORKED DIRECTLY WITH ORCHESTRA STUDENTS IN GRADES 2-12 IN A VARIETY OF PARTNERSHIPS WITH THE ROSA PARKS BRAVO YOUTH ORCHESTRA, PORTLAND YOUTH PHILHARMONIC, METROPOLITAN YOUTH ORCHESTRA, PORTLAND SUMMER ENSEMBLES, AND DAVID DOUGLAS SCHOOL DISTRICT - 1,600 TICKETS WERE PROCESSED BY THE OREGON SYMPHONY IN THE 2013-14 SEASON FOR OREGON TRAIL CARD HOLDERS ON THE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP). OREGON SYMPHONY ASSOCIATION IS A MEMBER OF GOCLASSICAL PDX, WHICH FOCUSES ON PROMOTING LIVE CLASSICAL MUSIC EXPERIENCES TO YOUTH AND UNDERSERVED POPULATIONS IN THE PORTLAND METRO AREA. THIS GROUP ESTABLISHED THE ARTS FOR ALL PROGRAM TO PROVIDE $5 TICKETS. - 172 VOLUNTEERS ASSISTED WITH OVER 160 DIFFERENT EVENTS.FINANCIAL PERFORMANCE - TICKET SALES OF NEARLY $8 MILLION OR 55% OF THE SYMPHONYS TOTAL BUDGET OF $14.5 MILLION. - REVENUE BREAKDOWN: 55% EARNED INCOME; 27% INDIVIDUAL DONATIONS; 11% FOUNDATIONS; 4% ENDOWMENT DISTRIBUTION; 2% CORPORATE; AND 1% GOVERNMENT GRANTS. - EXPENSES: INCLUDE 81% PROGRAM SERVICES; 14% ADMINISTRATIVE EXPENSE; AND 5% FUNDRAISING. | Desc |
| Total Program Service Expenses | $11,631,290 | 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 | 0 | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 89 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 260 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET PLUMMER | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972052819 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 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 | ||
| TED AUSTIN | ||||||||
| 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) | $52,688 | $0 | $21,074 | |||
| AARON CAUGHEY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER BROOKS | ||||||||
| 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 | |||
| 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) | $82,642 | $0 | $11,548 | |||
| RALPH HAMMIII | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| RENEE HOLZMAN | ||||||||
| DIRECTOR | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY JOHNSON | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBYN JOHNSON | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GRADY JURRENS | ||||||||
| DIRECTOR | 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) | $2,000 | $0 | $0 | |||
| PRISCILLA WOLD LONGFIELD | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES D LYNCH | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL MANGAN | ||||||||
| 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 | |||
| MARILYN DE OLIVEIRA | ||||||||
| DIRECTOR & MUSICIAN | 35.00 | Yes (X) | $57,382 | $0 | $4,261 | |||
| MICHAEL OPTON | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN RASAY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| SARA SEITZ | ||||||||
| 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 | |||
| JACK WILBORN | ||||||||
| DIRECTOR | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL B WRAY | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| MEG WEISS | ||||||||
| EX-OFFICIO | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET PLUMMER | ||||||||
| CFO, INTERIM CO PRES | 50.00 | 1.00 | Yes (X) | $122,380 | $0 | $12,303 | ||
| MARY CRIST | ||||||||
| DIRECTOR, INTERIM CO PRES | 50.00 | 1.00 | Yes (X) | $136,692 | $0 | $12,424 | ||
| SARAH KWAK | ||||||||
| CONCERTMASTER | 35.00 | $144,725 | $0 | $8,077 | Yes (X) | |||
| DIANE SYRCLE | ||||||||
| EXEC VP FOR DEV | 35.00 | $117,702 | $0 | $13,204 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $716,211 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $82,891 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CRAMERMARDER ARTISTS-SAN FRANCISCO | |||||
| 3436 SPRINGHILL ROAD | LAFAYETTE | CA | 94549 | GUEST CONDUCTOR AND ARTIST AGENT | $333,895 |
| GEORGE HECKMAN II DBA LAN SERVICE GROUP | |||||
| 18250 SOUTH CLARK LANE | OREGON CITY | OR | 97045 | IS CONTRACTOR | $211,688 |
| OREGON MEDIA GROUP DBA OREGONIAN PUBLISH | |||||
| PO BOX 4221 | PORTLAND | OR | 97208 | NEWSPAPER ADVERTISING | $186,312 |
| PINK MARTINI | |||||
| PO BOX 4628 | PORTLAND | OR | 97208 | GUEST ARTIST | $170,000 |
| WILLIAM MORRIS ENDEAVOR ENTERTAINMENT L | |||||
| 9601 WILSHIRE BLVD 3RD FLR | BEVERLY HILLS | CA | 90210 | GUEST CONDUCTOR AND ARTIST AGENT | $160,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $287,120 | FundraisingAmt |
| Government Grants | $197,777 | GovernmentGrantsAmt |
| All Other Contributions | $5,318,727 | AllOtherContributionsAmt |
| Noncash Contributions | $40,703 | NoncashContributionsAmt |
| Total Contributions | $5,803,624 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCERT TICKET & FEES | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $7,931,607 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,931,607 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,931,607 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,794 | TotalRevenueColumnAmt |
| Exclusion | $119,794 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $837 | TotalRevenueColumnAmt |
| Exclusion | $837 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $625,158 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $272,925 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $352,233 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $352,233 | TotalRevenueColumnAmt |
| Exclusion | $352,233 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $124,358 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $287,120 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $90,632 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,726 | TotalRevenueColumnAmt |
| Exclusion | $33,726 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $62,582 | $62,582 |
| TRANSFER TO OSF | 900099 | -$8,205 | -$8,205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $54,377 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,296,198 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,931,607 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $560,967 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,453 | TotalAmt |
| Program Services | $507,376 | ProgramServicesAmt |
| Management And General | $91,012 | ManagementAndGeneralAmt |
| Fundraising | $39,065 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,823,661 | TotalAmt |
| Program Services | $4,635,315 | ProgramServicesAmt |
| Management And General | $831,462 | ManagementAndGeneralAmt |
| Fundraising | $356,884 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,350 | TotalAmt |
| Program Services | $286,734 | ProgramServicesAmt |
| Management And General | $27,535 | ManagementAndGeneralAmt |
| Fundraising | $15,081 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224,000 | TotalAmt |
| Program Services | $1,090,846 | ProgramServicesAmt |
| Management And General | $87,491 | ManagementAndGeneralAmt |
| Fundraising | $45,663 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,208 | TotalAmt |
| Program Services | $555,200 | ProgramServicesAmt |
| Management And General | $91,361 | ManagementAndGeneralAmt |
| Fundraising | $37,647 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,761 | TotalAmt |
| Management And General | $46,761 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,759 | TotalAmt |
| Management And General | $54,759 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,613 | TotalAmt |
| Program Services | $39,484 | ProgramServicesAmt |
| Management And General | $74,972 | ManagementAndGeneralAmt |
| Fundraising | $7,157 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,452 | TotalAmt |
| Program Services | $602,430 | ProgramServicesAmt |
| Fundraising | $22 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,936 | TotalAmt |
| Program Services | $214,956 | ProgramServicesAmt |
| Management And General | $249,206 | ManagementAndGeneralAmt |
| Fundraising | $53,774 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,176 | TotalAmt |
| Program Services | $550,639 | ProgramServicesAmt |
| Management And General | $123,676 | ManagementAndGeneralAmt |
| Fundraising | $42,861 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,417 | TotalAmt |
| Program Services | $14,417 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,282 | TotalAmt |
| Program Services | $1,695 | ProgramServicesAmt |
| Management And General | $21,381 | ManagementAndGeneralAmt |
| Fundraising | $41,206 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,068 | TotalAmt |
| Program Services | $20,099 | ProgramServicesAmt |
| Management And General | $17,969 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,854 | TotalAmt |
| Management And General | $15,854 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| GUEST ARTISTS | $2,015,476 | $2,015,476 | ||
| CONTRACT LABOR | $671,267 | $455,633 | $215,634 | |
| OTHER PRODUCTION EXPENS | $589,548 | $589,548 | ||
| DONOR CAMPAIGN EXPENSE | $186,126 | $35,557 | $51,502 | $99,067 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,963 | TotalAmt |
| Program Services | $15,885 | ProgramServicesAmt |
| Management And General | $21,172 | ManagementAndGeneralAmt |
| Fundraising | $24,906 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,416,370 | TotalAmt |
| Program Services | $11,631,290 | ProgramServicesAmt |
| Management And General | $2,021,747 | ManagementAndGeneralAmt |
| Fundraising | $763,333 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,884,509 | BOYAmt |
| EOY | $2,256,895 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,114,641 | BOYAmt |
| EOY | $895,141 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,581 | BOYAmt |
| EOY | $293,283 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,980 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,791 | BOYAmt |
| EOY | $277,829 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,257,879 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,014,015 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,114 | BOYAmt |
| EOY | $243,864 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,893,486 | BOYAmt |
| EOY | $10,886,780 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $693,144 | BOYAmt |
| EOY | $743,528 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,468,266 | BOYAmt |
| EOY | $15,606,300 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,955 | BOYAmt |
| EOY | $293,518 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,192,888 | BOYAmt |
| EOY | $3,329,552 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,745 | BOYAmt |
| EOY | $94,195 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,595,588 | BOYAmt |
| EOY | $3,717,265 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$542,243 | BOYAmt |
| EOY | -$65,335 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,125,923 | BOYAmt |
| EOY | $3,622,808 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,288,998 | BOYAmt |
| EOY | $8,331,562 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,872,678 | BOYAmt |
| EOY | $11,889,035 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,468,266 | BOYAmt |
| EOY | $15,606,300 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$120,172 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,136,529 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,697,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,898,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,063,663 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,388,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,832,494 | CurrentTaxYearAmt |
| Total | $30,880,537 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,877,905 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,497,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,336,905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,392,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,931,607 | CurrentTaxYearAmt |
| Total | $34,037,088 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,574,917 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,396,488 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,400,568 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,781,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,764,101 | CurrentTaxYearAmt |
| Total | $64,917,625 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $672,733 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $648,720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,099,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $635,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $712,944 | CurrentTaxYearAmt |
| Total | $3,769,399 | 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 | $672,733 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $648,720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,099,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $635,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $712,944 | CurrentTaxYearAmt |
| Total | $3,769,399 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $61,148,226 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $126,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,747 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $143,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,631 | CurrentTaxYearAmt |
| Total | $605,962 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $126,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,747 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $143,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,631 | CurrentTaxYearAmt |
| Total | $605,962 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $290,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $156,173 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $230,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,103 | CurrentTaxYearAmt |
| Total | $786,179 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,722,112 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,796,076 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,700,724 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,118,019 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,972,835 | CurrentTaxYearAmt |
| Total | $66,309,766 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92220 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91740 | PublicSupportPY509Pct |
| Investment Income CY | 0.00910 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01300 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,193,015 | BeginningYearBalanceAmt |
| Contributions | $7,350 | ContributionsAmt |
| Investment Earnings Or Losses | $1,013,676 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,094,648 | OtherExpendituresAmt |
| End Year Balance | $9,119,393 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.76890 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23110 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,257,879 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,014,015 | DepreciationAmt |
| Book Value | $243,864 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $243,864 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY LIABILITY | Desc |
| Amt | $94,195 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $94,195 | 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) |
|---|---|---|
| Name Of Event1 | SPRING GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $411,478 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $287,120 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $124,358 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $61,003 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,208 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $26,421 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $411,478 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $287,120 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $124,358 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $61,003 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,208 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $26,421 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $90,632 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $33,726 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH KWAK | PersonNm |
| Title | CONCERTMASTER | TitleTxt |
| Base Compensation Filing Org | $144,725 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,021 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $5,056 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $152,802 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
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 | $8,980 | 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 | $8,980 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | THOMAS LAUDERDALE, A DIRECTOR OF OSA IS 100% OWNER OF PINK MARTINI. | RelationshipDescriptionTxt |
| Transaction | $170,000 | TransactionAmt |
| Transaction | THE DIRECTOR'S BAND PINK MARTINI WAS HIRED AS A PERFORMER FOR $190,000. | 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 | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $32,688 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MISCELLANEOUS | Desc |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,015 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | 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. IN FISCAL YEAR 2013/2014, THE EXECUTIVE COMMITTEE HAD 13 MEMBERS, INCLUDING THE OFFICERS OF THE ASSOCIATION, THE COMMITTEE CHAIRS, AND OTHER BOARD MEMBERS APPOINTED BY THE CHAIR. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE MUSICIAN BOARD MEMBERS ARE EMPLOYEES OF THE ORGANIZATION. THE OREGON SYMPHONY HIRES THOMAS LAUDERDALE INDIVIDUALLY, AND HIS GROUP PINK MARTINI, AS PERFORMERS WITH THE OREGON SYMPHONY. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS WHO ELECT THE GOVERNING BODY. |
| 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 | UNDER NORMAL CIRCUMSTANCES, THE PRESIDENTS COMPENSATION IS REVIEWED BY A NATIONAL SEARCH FIRM AND APPROVED BY THE BOARD OF DIRECTORS. THE PRESIDENTS CONTRACT EXTENSION WOULD BE REVIEWED BY THE BOARD EXECUTIVE COMMITTEE FOLLOWING RESEARCH AND ANALYSIS BY THE CHAIRMAN OF PREVIOUS ORGANIZATIONAL COMPENSATION PACKAGES AND OTHER SIMILAR NOT FOR PROFIT ORGANIZATIONS BOTH LOCALLY AND NATIONALLY. IN 2013 AND 2014, HOWEVER, THE OREGON SYMPHONY BOARD OF DIRECTORS WAS CONDUCTING A SEARCH FOR A NEW PRESIDENT. IN THOSE YEARS, THE CFO, JANET PLUMMER, AND THE GENERAL MANAGER, MARY CRIST, WERE APPOINTED AS INTERIM CO-PRESIDENTS. THEREFORE, THERE WAS NO PRESIDENTS CONTRACT TO BE REVIEWED. |
| 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: | NO CHANGES 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 921 SW WASHINGTON SUITE 200 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| 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 | BusinessNameLine1 |
| 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 |
Comments