2014-12-17T16:45:36-06:00 2014-05-31 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2013-06-01 930386902 PORTLAND YOUTH PHILHARMONIC ASSOCIATION PORT 5032235939 9320 SW BARBUR BLVD NO 140 PORTLAND OR 972195404 KIRI MURAKAMI-LOEHMANN EXECUTIVE DIRECTOR 5032235939 2014-12-09 1 JASON HALL P00960849 5032205900 2013 2015-11-30 17:44:51Z X KIRI MURAKAMI-LOEHMANN 9320 SW BARBUR BLVD NO 140 PORTLAND OR 972195404 1571739 0 X WWW.PORTLANDYOUTHPHIL.ORG X 1925 OR TO MAINTAIN THE FINEST POSSIBLE YOUTH ORCHESTRAS TO INSPIRE AND EDUCATE YOUNG PEOPLE. 21 21 27 100 17133 -535 417552 339583 281957 288171 69732 179106 -8730 30010 760511 836870 20874 22125 0 0 455258 439262 0 0 79034 358695 380681 834827 842068 -74316 -5198 2967433 3163244 20925 88449 2946508 3074795 IT IS THE PURPOSE OF THE PORTLAND YOUTH PHILHARMONIC ASSOCIATION TO MAINTAIN THE FINEST POSSIBLE YOUTH ORCHESTRAS IN ORDER TO INSPIRE AND EDUCATE YOUNG PEOPLE THROUGH PERFORMING SYMPHONIC MUSIC AND TO PROVIDE A CULTURAL ASSET FOR THE COMMUNITY. 0 0 641798 22125 288171 DURING THE YEAR ENDED MAY 31, 2014, THE PORTLAND YOUTH PHILHARMONIC ASSOCIATION EDUCATED, INSPIRED AND TRAINED OVER 300 YOUNG MUSICIANS IN THE PERFORMANCE OF A REPERTOIRE WHICH CLOSELY PARALLELS THAT OF MAJOR PROFESSIONAL ORCHESTRAS. 641798 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 27 1 1 1 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X SARA STEINMAN 5032235939 9320 SW BARBUR BLVD STE 140 PORTLAND OR 972195404 JOSEPH G RAKOSKI PRESIDENT 5.00 X X 0 0 0 JAN JOHN PAST PRESIDENT 2.00 X X 0 0 0 JULIE KIM MD VICE PRESIDENT 5.00 X X 0 0 0 ANNETTE DUNCAN TREASURER 4.00 X X 0 0 0 ALICIA BELL RECORDING SECRETARY 1.00 X X 0 0 0 RICHARD DOBROW CORPORATE SECRETARY 1.00 X X 0 0 0 SUE AUWERTER VICE PRESIDENT 1.00 X X 0 0 0 SUE BLACK DIRECTOR 1.00 X 0 0 0 GILLIAN BUNKER DIRECTOR 3.00 X 0 0 0 BRENDA HUMMELT DIRECTOR 1.00 X 0 0 0 GREG EWER DIRECTOR 1.00 X 0 0 0 GENE E FOLEY JR VICE PRESIDENT 5.00 X X 0 0 0 JINHO KIM MD DIRECTOR 2.00 X 0 0 0 CARYN J KUNKLE DIRECTOR 2.00 X 0 0 0 KATHY LANG DIRECTOR 2.00 X 0 0 0 JOHN LANGSLET DIRECTOR 1.00 X 0 0 0 MIRANDA MOY DIRECTOR 1.00 X 0 0 0 CAROL SMITH DIRECTOR 1.00 X 0 0 0 BECKY SIMMONS DIRECTOR 1.00 X 0 0 0 KEVIN LEFOHN EXECUTIVE DIRECTOR 37.50 X 51775 0 0 DAVID HATTNER MUSIC DIRECTOR 37.50 X 73750 0 0 MARY ANNE REES EXECUTIVE DIRECTOR 37.50 X 22417 0 0 JED SHAY EXECUTIVE DIRECTOR 37.50 X 0 0 0 147942 0 0 0 0 0 0 0 4450 58058 277075 22784 339583 TUITION 711190 181534 181534 CONCERTS 711190 106637 106637 288171 107724 107724 590 0 590 590 590 765370 17000 699978 11010 65392 5990 71382 71382 24260 4450 14364 9896 9896 11908 9517 2391 2391 ADVERTISING 541800 17133 17133 17133 836870 291152 17133 189002 X 22125 22125 142562 76983 22810 42769 235208 203132 30154 1922 26196 20160 3560 2476 35296 27162 4797 3337 6637 6637 57873 44345 13509 19 23852 23812 40 67433 45061 16036 6336 73760 54184 10560 9016 9542 9382 160 12497 8780 3717 13284 9501 1414 2369 PERFORMANCE VENUES 83842 83842 TRAINING 13540 460 3930 9150 MISCELLANEOUS 9555 6109 2958 488 INSTRUMENT MAINTENANCE 5262 5262 3604 1498 994 1112 842068 641798 121236 79034 6368 7271 93509 91977 9614 34816 14584 76160 408856 179636 203065 229220 2640293 2723800 2967433 3163244 17715 20574 3210 67875 20925 88449 X 919824 874123 621966 777308 1404718 1423364 2946508 3074795 2967433 3163244 -5198 133485 0 X X 0 1 X 1 0 X 339961 404869 328344 417552 339583 1830309 339961 404869 328344 417552 339583 1830309 1830309 48868 52430 61631 33409 108314 304652 2445 3745 27029 33219 13079 2994 529 18985 35587 2203767 2252470 0.83050 0.86270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2640293 18646 299861 235000 2723800 2432733 14393 315467 122300 2640293 2668849 32055 -148171 120000 2432733 2340348 448501 120000 2668849 2035267 44794 360287 19125 54424 26451 2340348 0.20620 0.52260 0.27120 1 0 325307 128940 196367 83549 50696 32853 229220 X 963718 133485 133485 830233 6637 6637 836870 835431 0 835431 6637 6637 842068 PART V, LINE 4: THE PORTLAND YOUTH PHILHARMONIC ENDOWMENT FUND IS INTENDED TO CREATE A PREDICTABLE STREAM OF FUNDING TO PYP PROGRAMS. PART X, LINE 2: PORTLAND YOUTH PHILHARMONIC ASSOCIATION HAS NO UNCERTAIN TAX POSITIONS. FALL FASHION SHOW 28710 4450 24260 6050 8314 28710 4450 24260 6050 8314 14364 9896 1 FINANCIAL AID 34 14105 SCHOLARSHIPS 10 6025 SUMMER SCHOLARSHIPS 7 1995 PART I, LINE 2: PYP AWARDS FINANCIAL AID BASED ON PROVEN NEED FOR MUSICIANS ACCEPTED INTO THE ORGANIZATION BY AUDITION. APPLICATIONS ARE REVIEWED BY A COMMITTEE OF BOARD AND STAFF. AWARDS TO SUCCESSFUL APPLICANTS ARE GRANTED AS A CREDIT TO TUITION ACCOUNTS. MUSICIANS ARE REQUIRED TO PARTICIPATE IN A PYP ORCHESTRA FOR THE FULL SEASON. IF THE MUSICIAN DOES NOT FULFILL THIS OBLIGATION, THEY ARE ASKED TO REPAY FINANCIAL AID FUNDS AWARDED. FORM 990, PART VI, SECTION A, LINE 1 THE PRESIDENT OF THE BOARD OF DIRECTORS FOR PYP SHALL SERVE AS THE CHAIR OF THE EXECUTIVE COMMITTEE. THE COMMITTEE SHALL INCLUDE THE PRESIDENT, VICE PRESIDENT, TREASURER, RECORDING SECRETARY, CORPORATE SECRETARY, AND ANY OTHER COMMITTEE CHAIR DESIGNATED BY THE PRESIDENT. THE EXECUTIVE COMMITTEE, MADE UP OF OFFICERS AND OTHER DIRECTORS APPOINTED BY THE PRESIDENT, IS RESPONSIBLE FOR CONDUCTING THE AFFAIRS OF THE ASSOCIATION BETWEEN BOARD MEETINGS. THIS INCLUDES IDENTIFYING IMPORTANT ISSUES FOR CONCISE AND FACTUAL PRESENTATION AT BOARD MEETINGS, AND ACTING ON BEHALF OF AND IN THE BEST INTERESTS OF THE ASSOCIATION AND ITS BOARD. WHEN AN EMERGENCY OR OTHER EXIGENCY REQUIRES IMMEDIATE ACTION AND A REGULAR OR SPECIAL MEETING IS PRECLUDED. FORM 990, PART VI, SECTION A, LINE 6 ANNUAL MEMBERS OF THE ASSOCIATION WHO PAID THEIR ANNUAL DUES FOR THE IMMEDIATE PAST YEAR ENDING THE MAY 31ST ARE ENTITLED TO VOTE. LIFE MEMBERS ARE ENTITLED TO VOTE WITHOUT REGARD TO PAYING ANNUAL MEMBERSHIP DUES FOR A GIVEN YEAR. THE DESIGNATED PARENT OR GUARDIAN MEMBERS OF CURRENT ORCHESTRA MEMBERS ARE ENTITLED TO VOTE. DESIGNATED PARENT OR GUARDIAN MEMBERS FROM THE IMMEDIATE PAST YEAR ARE ENTITLED TO VOTE PROVIDED THEIR CHILDREN CONTINUE TO BE ORCHESTRA MEMBERS. NEW DUES PAYING MEMBERS ARE ALSO ENTITLED TO VOTE PROVIDED THEY PAID THEIR ANNUAL DUES AT LEAST FORTY-FIVE (45) DAYS PRIOR TO THE DATE OF THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A ANNUAL MEMBERS OF THE ASSOCIATION WHO PAID THEIR ANNUAL DUES FOR THE IMMEDIATE PAST YEAR ENDING THE MAY 31ST ARE ENTITLED TO VOTE. LIFE MEMBERS ARE ENTITLED TO VOTE WITHOUT REGARD TO PAYING ANNUAL MEMBERSHIP DUES FOR A GIVEN YEAR. THE DESIGNATED PARENT OR GUARDIAN MEMBERS OF CURRENT ORCHESTRA MEMBERS ARE ENTITLED TO VOTE. DESIGNATED PARENT OR GUARDIAN MEMBERS FROM THE IMMEDIATE PAST YEAR ARE ENTITLED TO VOTE PROVIDED THEIR CHILDREN CONTINUE TO BE ORCHESTRA MEMBERS. NEW DUES PAYING MEMBERS ARE ALSO ENTITLED TO VOTE PROVIDED THEY PAID THEIR ANNUAL DUES AT LEAST FORTY-FIVE (45) DAYS PRIOR TO THE DATE OF THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE FINANCE MANAGER AND EXECUTIVE DIRECTOR. THE 990 IS SENT TO ALL MEMBERS OF THE BOARD OF DIRECTORS VIA E-MAIL, ASKING THEM TO REVIEW AND RESPOND WITH ANY QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY COVERS DIRECTORS, OFFICERS AND EMPLOYEES WHO ANNUALLY REVIEW AND UPDATE A CONFLICT OF INTEREST INFORMATION FORM. IF THERE IS ANY DISCLOSURE ON THE FORM (POSSIBLE OR OTHERWISE), IT IS REVIEWED BY THE ORGANIZATION'S BOARD PRESIDENT AND CORPORATE SECRETARY TO DETERMINE WHETHER A CONFLICT EXISTS. ANY ACTUAL CONFLICTS WOULD BE THEN DISCLOSED TO THE EXECUTIVE COMMITTEE WHO WOULD DETERMINE THE APPROPRIATE RESPONSE AND COURSE OF ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED BY THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE AND DATA FROM THE LEAGUE OF AMERICAN ORCHESTRAS IS CONSULTED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24E DUES AND LICENSES: PROGRAM SERVICE EXPENSES 1,498. MANAGEMENT AND GENERAL EXPENSES 994. FUNDRAISING EXPENSES 1,112. TOTAL EXPENSES 3,604. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.