EUGENE SYMPHONY ASSOCIATION INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
EUGENE SYMPHONY ASSOCIATION INC (EIN 93-0556298)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-10
IRS object ID
201311309349303166
Schema version
2011v1.5
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)
Timestamp2013-05-10T16:51:05-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 10086AddressLine1
CityEUGENECity
StateORState
ZIP Code97440ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN930556298EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1EUGENE SYMPHONY ASSOCIATION INCBusinessNameLine1
Business Name Line2EUGENE SYMPHONYBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlEUGENameControl
Phone5416879487Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameSCOTT FRECKName
TitleEXECUTIVE DIRECTORTitle
Phone5416879487Phone
Date Signed2012-12-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameFRITZ S DUNCANName
Phone5416872320Phone
Date Prepared2013-05-03DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSCOTT FRECKNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1115 W 8TH AVE 115AddressLine1
CityEUGENECity
StateORState
ZIP Code974013002ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2180410GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteEUGENESYMPHONY.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1966YearFormation
State Legal DomicileORStateLegalDomicile
Activity Or Mission DescriptionPRESENTING A DIVERSE RANGE OF ORCHESTRAL REPETOIRE AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE, AND PROVIDING QUALITY MUSIC EDUCATION OPPORTUNITIES FOR CHILDREN AND ADULTS.ActivityOrMissionDescription
Nbr Voting Members Governing Body28NbrVotingMembersGoverningBody
Nbr Independent Voting Members28NbrIndependentVotingMembers
Total Nbr Employees159TotalNbrEmployees
Total Nbr Volunteers172TotalNbrVolunteers
Total Gross UBI49420TotalGrossUBI
Contributions Grants Prior Year972316ContributionsGrantsPriorYear
Contributions Grants Current Year1037237ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1026777ProgramServiceRevenuePriorYear
Program Service Revenue CY925967ProgramServiceRevenueCY
Investment Income Prior Year1749InvestmentIncomePriorYear
Investment Income Current Year678InvestmentIncomeCurrentYear
Other Revenue Prior Year155277OtherRevenuePriorYear
Other Revenue Current Year158810OtherRevenueCurrentYear
Total Revenue Prior Year2156119TotalRevenuePriorYear
Total Revenue Current Year2122692TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1099959SalariesEtcPriorYear
Salaries Etc Current Year1176571SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year26110TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY25560TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year224006TotalFundrsngExpCurrentYear
Other Expense Prior Year990049OtherExpensePriorYear
Other Expenses Current Year1064477OtherExpensesCurrentYear
Total Expenses Prior Year2116118TotalExpensesPriorYear
Total Expenses Current Year2266608TotalExpensesCurrentYear
Revenues Less Expenses Prior Year40001RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-143916RevenuesLessExpensesCY
Total Assets BOY939568TotalAssetsBOY
Total Assets EOY821426TotalAssetsEOY
Total Liabilities BOY439720TotalLiabilitiesBOY
Total Liabilities EOY465494TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY499848NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY355932NetAssetsOrFundBalancesEOY
Mission DescriptionPRESENTING A DIVERSE RANGE OF ORCHESTRAL REPETOIRE AT THE HIGHEST LEVEL OF ARTISTIC EXCELLENCE, AND PROVIDING QUALITY MUSIC EDUCATION OPPORTUNITIES FOR CHILDREN AND ADULTS.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense1524100Expense
Revenue925967Revenue
DescriptionTHE EUGENE SYMPHONY PRODUCED 10 SYMPHONIC CONCERTS THAT WERE ATTENDED BY 20,591 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. 767 STUDENTS TOOK ADVANTAGE OF OUR SPECIAL STUDENT TICKET PRICE FOR THESE CONCERTS, WITH AN ADDITIONAL DISTRIBUTION THROUGHOUT THE COMMUNITY OF 1,511 COMPLIMENTARY TICKETS. OUR SYMPHONIC CONCERTS SUPPORT NOT ONLY OUR 84 PART-TIME PROFESSIONAL MUSICIANS BUT PROVIDE REVENUE TO OUR COMMUNITY, THUS CONTRIBUTING TO ITS CONTINUED PROSPERITY.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense266785Expense
Revenue57105Revenue
DescriptionTHE EUGENE SYMPHONY IS DEDICATED TO MAINTAINING LOW-COST OR FREE ACCESS TO FAMILY, YOUTH AND ADULT EDUCATIONAL PROGRAMMING. WE PROVIDED PROGRAMS THAT REACHED 20,400 STUDENTS, TEACHERS, ADULTS, AND SENIORS. PER OUR COMMITMENT TO ACCESSIBILITY, WE WAIVED THE FEE FOR 1,352, OR 22% OF STUDENTS UNABLE TO AFFORD THE 5.00 TICKET TO OUR YOUTH CONCERTS. IN ADDITION, WE REACHED OVER 5,000 PEOPLE IN OUR FREE EUGENE SYMPHONY IN THE PARK CONCERN. OUR MISSION TO PROVIDE QUALITY MUSIC EDUCATION TO OUR COMMUNITY WAS FULFILLED BY THIS SERIES OF PERFORMANCES AND ACTIVITIES.Description
FieldValueIRS element (for citing)
Total Program Service Expense1790885TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109635NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees159NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members28NbrVotingGoverningBodyMembers
Number Independent Voting Members28NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonJANA COXNamePerson
Telephone Number5416879487TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (29 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
JAMES DEAN
DIRECTOR1.00X000
MARY ANN HANSON
BOARD PRESID5.00X000X
DUNNY SORENSEN
BOARD VP5.00X000X
MATTHEW MCLAUGHLIN
DIRECTOR1.00X000
LAURA AVERY
DIRECTOR1.00X000
WARREN BARNES
TREASURER4.00X000X
CAROLYN BOEKELHEIDE
DIRECTOR1.00X000
CARL BJERRE
DIRECTOR1.00X000
JEFF COLLINS
DIRECTOR1.00X000
MIKE LEWIS
DIRECTOR2.00X000
RAYMOND ENGLANDER
DIRECTOR1.00X000
ROBERT BELL
DIRECTOR1.00X000
MIRA FROHNMAYER
DIRECTOR1.00X000
GEORGE HANSON
DIRECTOR1.00X000
DIANA LEARNER
DIRECTOR2.00X000
STEPHANIE PEARL KIMMER
DIRECTOR1.00X000
DAVE KAMMERER
DIRECTOR1.00X000
VICTOR PAGUIA
DIRECTOR1.00X000
JANET KISSMAN
DIRECTOR2.00X000
CYNDY LANE
DIRECTOR1.00X000
GARY LECLAIR
DIRECTOR1.00X000
JANE EYRE MCDONALD
DIRECTOR4.00X000
JACK VISCARDI
DIRECTOR2.00X000
DAVID POTTINGER
DIRECTOR2.00X000
MATTHEW SHAPIRO
DIRECTOR1.00X000
JOHN SIEBS
DIRECTOR1.00X000
MARY LOU VAN RYSSELBERGHE
DIRECTOR1.00X000
MAYLIAN PAK
EXECUTIVE DI40.006455005408X
JANA COX
FINANCE DIRE40.005350005408X
FieldValueIRS element (for citing)
Total Reportable Comp From Org118050TotalReportableCompFromOrg
Total Other Compensation10816TotalOtherCompensation
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1OPUS 3 ARTISTSBusinessNameLine1
Business Name Line2WASHINGTON SPEAKERS BUREAUBusinessNameLine2

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11663 PRINCE STREETAddressLine1
CityALEXANDRIACity
StateVAState
ZIP Code22314ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesGUEST ARTISTDescriptionOfServices
Compensation135500Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Fundraising Events31258FundraisingEvents
All Other Contributions1005979AllOtherContributions
Total Contributions1037237TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionPROGRAM SERVICE REVENUEDescription
Total Revenue Column925967TotalRevenueColumn
Related Or Exempt Function Income925967RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue925967TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column678TotalRevenueColumn
Related Or Exempt Function Income678RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Gross Income Fundraising Events110003GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events31258CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses57718FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column52285TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeBusiness CodeBusinessCodeUnrelated Business RevenueUnrelatedBusinessRevenue
OTHER INCOME5710557105
ADVERTISING4942051112049420
FieldValueIRS element (for citing)
Total Other Revenue106525TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2122692TotalRevenueColumn
Related Or Exempt Function Income983750RelatedOrExemptFunctionIncome
Unrelated Business Revenue49420UnrelatedBusinessRevenue

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total145158Total
Management And General61469ManagementAndGeneral
Fundraising83689Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total929662Total
Program Services859379ProgramServices
Management And General21580ManagementAndGeneral
Fundraising48703Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total20846Total
Program Services10030ProgramServices
Fundraising10816Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total80905Total
Program Services64177ProgramServices
Management And General12685ManagementAndGeneral
Fundraising4043Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total9877Total
Management And General9877ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total25560Total
Fundraising25560Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total42385Total
Program Services42385ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total106234Total
Program Services106234ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total12796Total
Program Services599ProgramServices
Management And General5851ManagementAndGeneral
Fundraising6346Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total264646Total
Program Services220430ProgramServices
Management And General44216ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total6234Total
Program Services238ProgramServices
Management And General5818ManagementAndGeneral
Fundraising178Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total21149Total
Program Services15046ProgramServices
Management And General6103ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total12326Total
Program Services1965ProgramServices
Management And General10361ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
GUEST CONDUCTORS & ARTIST336126336126
MISCELLANEOUS66771185311650931731
ADVERTISING4942049420
RECRUITMENT EXPENSE4205342053

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total94460Total
Program Services66325ProgramServices
Management And General15195ManagementAndGeneral
Fundraising12940Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2266608Total
Program Services1790885ProgramServices
Management And General251717ManagementAndGeneral
Fundraising224006Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY5135BOY
EOY5135EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY336109BOY
EOY416483EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY312610BOY
EOY197482EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY18408BOY
EOY1539EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY155010BOY
EOY102509EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis300549LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec230475LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY79037BOY
EOY70074EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY9519BOY
EOY4464EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY23740BOY
EOY23740EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY939568BOY
EOY821426EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY25720BOY
EOY57494EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY414000BOY
EOY408000EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY439720BOY
EOY465494EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY292878BOY
EOY204708EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY206970BOY
EOY151224EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY499848BOY
EOY355932EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY939568BOY
EOY821426EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-143916ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years907783CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1096908CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years888500CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year972316CurrentTaxYearMinus1Year
Current Tax Year1037237CurrentTaxYear
Total4902744Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years958097CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1065773CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years765101CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1026777CurrentTaxYearMinus1Year
Current Tax Year1093753CurrentTaxYear
Total4909501Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1865880CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2162681CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1653601CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1999093CurrentTaxYearMinus1Year
Current Tax Year2130990CurrentTaxYear
Total9812245Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years146100CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years207700CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years305753CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year367164CurrentTaxYearMinus1Year
Current Tax Year346402CurrentTaxYear
Total1373119Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Current Tax Year38683CurrentTaxYear
Total38683Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years146100CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years207700CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years305753CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year367164CurrentTaxYearMinus1Year
Current Tax Year385085CurrentTaxYear
Total1411802Total
FieldValueIRS element (for citing)
Public Support Total5098400443PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years16053CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7750CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years294CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1749CurrentTaxYearMinus1Year
Current Tax Year678CurrentTaxYear
Total26524Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years16053CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7750CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years294CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1749CurrentTaxYearMinus1Year
Current Tax Year678CurrentTaxYear
Total26524Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1881933CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2170431CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1653895CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2000842CurrentTaxYearMinus1Year
Current Tax Year2131668CurrentTaxYear
Total9838769Total
FieldValueIRS element (for citing)
Public Support Percentage5090.85380PublicSupportPercentage509
Prior Year Support Percentage0.87200PriorYearSupportPercentage
Investment Income Percentage0.00000InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.01000PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Orgs Legal ControlfalseDisclosedOrgsLegalControl
Disclosed For Charitable PurposesfalseDisclosedForCharitablePurposes
Written Policy MonitoringfalseWrittenPolicyMonitoring
Sect170h Requirements SatisfiedfalseSect170hRequirementsSatisfied
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FSfalseIncludedOnFS
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis300549OtherCostOrOtherBasis
Depreciation230475Depreciation
Book Value70074BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings70074TotalOfBookValueLandBuildings
Total Revenue2122692TotalRevenue
Total Expenses2266608TotalExpenses
Excess Or Deficit For Year-143916ExcessOrDeficitForYear
Excess Or Deficit Per FS-143916ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt2191048TotRevenueEtcAuditedFinclStmt
Donated Srvc And Use Of Facilities68356DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F99068356RevenueNotRptdF990
Revenue Subtotal2122692RevenueSubtotal
Total Revenue Per Form9902122692TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2334964TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities68356DonatedServicesUseOfFacilities
Expenses Not Rptd F99068356ExpensesNotRptdF990
Expenses Subtotal2266608ExpensesSubtotal
Total Expenses Per Form9902266608TotalExpensesPerForm990

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref FundraisingtrueAgreementRefFundraising
Licensed StatesORLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1ANNUAL GALA AUCNameOfEvent1
Gross Receipts Event1141261GrossReceiptsEvent1
Charitable Contributions Event131258CharitableContributionsEvent1
Gross Revenue Event1110003GrossRevenueEvent1
Other Direct Expenses Event157718OtherDirectExpensesEvent1
Gross Receipts Total141261GrossReceiptsTotal
Charitable Contributions Total31258CharitableContributionsTotal
Gross Revenue Total Events110003GrossRevenueTotalEvents
Other Direct Expenses Total Events57718OtherDirectExpensesTotalEvents
Direct Expense Summary Events57718DirectExpenseSummaryEvents
Net Income Summary52285NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITSFORM 990, PAGE 1, PART I, LINE 6VOLUNTEERS ACT AS RECEPTIONISTS IN THE BUSINESS OFFICE, ASSIST USHERING AT YOUTH CONCERTS, HELP WITH OFFICE MAILING PROJECTS, AND SERVE ON THE ORGANIZATION'S BOARD.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BTHE RETURN IS FIRST REVIEWED BY THE FINANCE DIRECTOR. THEN THE RETURN IS REVIEWED BY THE BOARD TREASURER AND THE EXECUTIVE DIRECTOR. IT IS NEXT REVIEWED BY THE FINANCE COMMITTEE AND THEN THE BOARD EXECUTIVE COMMITTEE, WHICH GIVES THE FINAL APPROVAL.
ENFORCEMENT OF CONFLICTS POLICYFORM 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 TEH 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.
COMPENSATION PROCESS FOR TOP OFFICIALFORM 990, PAGE 6, PART VI, LINE 15ACOMPENSATION 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.
COMPENSATION PROCESS FOR OFFICERSFORM 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.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE EUGENE SYMPHONY BUSINESS OFFICE, IN THE FINANCE DEPARTMENT.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

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

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1115 W 8TH AVE SUITE 115AddressLine1
CityEUGENECity
StateORState
ZIP Code97401ZIPCode
FieldValueIRS element (for citing)
EIN930802257EIN
Primary ActivitiesSUPPORTPrimaryActivities
Legal Domicile StateORLegalDomicileState
Exempt Code Section501C3ExemptCodeSection
Public Charity Status11APublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled OrgfalseControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1ENDOWMENT FUND OF THE EUG SYMPHONYBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeCTransactionType
Amount Involved96503AmountInvolved

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