OREGON SYMPHONY ASSOCIATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OREGON SYMPHONY ASSOCIATION (EIN 93-0446527)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201341359349304379
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T11:38:44-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930900579 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL STE 500 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930446527 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SYMPHONY ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OREG | NameControl |
| Phone | 5032284294 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANET PLUMMER | Name |
| Title | INTERIM CO-PRESIDENT & CFO | Title |
| Phone | 5032284294 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SANG AHN | Name |
| PTIN | P00540880 | PTIN |
| Phone | 5032270581 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JANET PLUMMER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 14488517 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ORSYMPHONY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1896 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | TO INSPIRE A LOVE AND UNDERSTANDING OF MUSIC IN OUR LIVES BY BRINGING GREAT MUSIC TO ALL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 285 | TotalNbrEmployees |
| Total Nbr Volunteers | 110 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5909777 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6063663 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6497711 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7336905 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 235208 | InvestmentIncomePriorYear |
| Investment Income Current Year | 77869 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 290841 | OtherRevenuePriorYear |
| Other Revenue Current Year | 158105 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12933537 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13636542 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8673888 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9148039 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 40972 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 902 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 841647 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5145119 | OtherExpensePriorYear |
| Other Expenses Current Year | 5443056 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13859979 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14591997 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -926442 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -955455 | RevenuesLessExpensesCY |
| Total Assets BOY | 15376960 | TotalAssetsBOY |
| Total Assets EOY | 13832913 | TotalAssetsEOY |
| Total Liabilities BOY | 3394649 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3252953 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11982311 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10579960 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE OREGON SYMPHONY IS TO INSPIRE A LOVE AND UNDERSTANDING OF MUSIC IN OUR LIVES BY BRINGING GREAT MUSIC TO ALL. ITS PRIMARY OBJECTIVE, IN THE WORDS OF MUSIC DIRECTOR CARLOS KALMAR, IS TO "TOUCH THE HEART AND SOUL OF EVERY OREGONIAN." | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11457770 | Expense |
| Revenue | 7336905 | Revenue |
| Description | IN THE 2011/2012 OREGON SYMPHONY SEASON, EMPHASIS WAS PLACED SQUARELY ON FISCAL RESPONSIBILITY AND ARTISTIC EXCELLENCE. WE HAVE WORKED DILIGENTLY TO RESTORE THE CONFIDENCE OF OUR COMMUNITY THROUGH CAREFUL STEWARDSHIP OF DONORS' FUNDS; AND HAVE DEEPENED OUR BASE OF SUPPORT BY ATTRACTING NEW CORPORATE, FOUNDATION AND INDIVIDUAL DONORS FOR A COMBINED TOTAL OF 3,517 DIFFERENT DONORS LAST YEAR. WE ARE PROUD TO REPORT THAT WE CLOSED THE FISCAL YEAR WITH A BALANCED BUDGET FOR THE THIRD CONSECUTIVE YEAR IN A ROW. WE REMAIN ENTIRELY DEBT FREE.(SEE SCHEDULE O FOR CONTINUATION.)SPECIFIC PROGRAM ACCOMPLISHMENTS INCLUDE: 88 CONCERTS IN TOTAL IN 2011/12 ATTENDED BY OVER 225,000 PEOPLE - 73 CONCERTS AT ARLENE SCHNITZER CONCERT HALL; 1 FREE SUMMER OUTDOOR CONCERT AT TOM MCCALL WATERFRONT PARK ATTENDED BY OVER 15,000; 9 CONCERTS AT SMITH AUDITORIUM ON THE WILLAMETTE UNIVERSITY CAMPUS IN SALEM; 1 FREE OUTDOOR CONCERT AT ROTARY CENTENNIAL PARK IN NEWBERG; 4 YOUNG PEOPLE'S CONCERTS (3 IN PORTLAND, 1 IN SALEM).- EARNED INCOME EXCEEDED $7.3 MILLION OR 51% OF THE SYMPHONY'S TOTAL BUDGET OF $14.3 MILLION.- PAID ATTENDANCE INCREASED 15%, FROM 131,435 IN FY11 TO 151,048 IN FY12. THE 73-PERFORMANCE SEASON IN THE 2780-SEAT ARLENE SCHNITZER CONCERT HALL SOLD AT 74.4% OF TOTAL CAPACITY.- TICKET SALES TO ALL SYMPHONY CONCERTS INCREASED 19% OVER THE PREVIOUS YEAR - UP 24% FROM THE DEPTHS OF THE RECESSION IN 2009/10.- SALES TO FIRST TIME TICKET BUYERS INCREASED 19%.- CLASSICAL SUBSCRIPTIONS INCREASED 34%, WITH CONCERTS PLAYING TO AN AVERAGE PAID ATTENDANCE OF 1,889 PEOPLE VERSUS THE 1,413 AVERAGE OF JUST TWO SEASONS AGO. OREGON AND ITS ORCHESTRA WERE HIT HARD BY THE RECESSION AND THE SYMPHONY HAS TAKEN TWO FULL SEASONS TO RECOVER.- DUE TO VERY HIGH DEMAND, REVENUE FROM SINGLE TICKET "SPECIAL" PERFORMANCES EXCEEDED $3 MILLION IN 2011/12, REPRESENTING 46% OF ALL SALES.- 22 SPECIAL CONCERTS PLAYED TO 83.4% PAID ATTENDANCE AND WERE ENJOYED BY OVER 51,000 SINGLE TICKET BUYERS.- 17 SOLD-OUT CONCERTS THIS SEASON COMPARED TO ONLY 3 SOLD-OUT CONCERTS THE PRIOR YEAR. THEY INCLUDED 5 CLASSICAL CONCERTS, 5 POPS CONCERTS, 4 SPECIALS AND ALL 3 KIDS CONCERTS.- IN ADDITION TO OUTSTANDING PROGRAMS OFFERED BY MUSIC DIRECTOR CARLOS KALMAR, THE ORCHESTRA PERFORMED WITH OVER 50 OF THE WORLD'S MOST GIFTED AND PRAISED GUEST CONDUCTORS AND ARTISTS THIS PAST SEASON, INCLUDING PINCHAS ZUKERMAN, JOSHUA BELL, ALBAN GERHARDT, ITZHAK PERLMAN, MEI-ANN CHEN, NADJA SALERNO-SONNENBERG, HERBIE HANCOCK, CHRIS BOTTI AND RENEE FLEMING.- COLLABORATIONS WITH OTHER ARTS GROUPS IN OUR AREA CONTINUE TO PROVE POPULAR WITH AUDIENCES. THIS YEAR'S FEATURED ARTS ORGANIZATIONS INCLUDED PORTLAND SYMPHONIC CHOIR, PACIFIC YOUTH CHOIR, NORTHWEST GOSPEL CHORUS, OREGON BALLET THEATRE AND PORTLAND YOUTH PHILHARMONIC.- AFTER A SIX-YEAR HIATUS DUE TO THE CHALLENGING ECONOMY, WE RESUMED BROADCASTING OF 4 SELECT CLASSICAL CONCERTS IN 2011/12. THIS WAS MADE POSSIBLE BY A $100,000 CHALLENGE GRANT WHICH WAS PLEDGED OVER THE HOLIDAYS. THE 4 CONCERTS AIRED (AND CONTINUE TO AIR IN UNLIMITED ROTATION) TO OVER 600,000 LISTENERS THROUGHOUT THE PACIFIC NORTHWEST OVER ALL CLASSICAL FM AND ITS NETWORK OF AFFILIATES, AND ARE STREAMED ON-LINE TO FANS WORLD-WIDE THROUGH ALL CLASSICAL'S WEBSITE.- "MUSIC FOR A TIME OF WAR," THE PROGRAM WE PLAYED AT OUR CARNEGIE HALL DEBUT, BECAME OUR FIRST SYMPHONY CD RECORDING IN EIGHT YEARS, AND OUR FIRST UNDER THE BATON OF CARLOS KALMAR. RELEASED IN OCTOBER 2011, IT WAS A HIT ON THE BILLBOARD CLASSICAL CHARTS, AND WAS NAMED AMONG THE TOP TEN CLASSICAL CDS OF 2011. IT IS NOW IN ITS SECOND PRESSING ON THE PENTATONE LABEL. MUSIC CRITIC DAVID STABLER OF THE OREGONIAN SAID OF THIS RECORDING: "ANYONE INTERESTED IN THE OREGON SYMPHONY'S ASCENDENCY TO THE NATIONAL STAGE SHOULD HEAR THIS CD."- OVER 400 GUESTS ATTENDED A CELEBRATION IN HONOR OF THE PHENOMENAL CAREER AND LIFE OF MUSICIAN/CONDUCTOR/COMPOSER NORMAN LEYDEN - THE MAN WHO CREATED THE OREGON SYMPHONY'S POPS SERIES AND LED IT FOR 34 YEARS! EDUCATION AND COMMUNITY ENGAGEMENT HIGHLIGHTS INCLUDE:- 17TH ANNUAL WATERFRONT CONCERT AT TOM MCCALL PARK DREW MORE THAN 15,000 ATTENDEES.- 4 YOUNG PEOPLE'S CONCERTS AT THE ARLENE SCHNITZER CONCERT HALL AND SALEM DREW 6,649 STUDENTS IN GRADES 3-8 AND THEIR TEACHERS FROM 120 SCHOOLS AND HOME SCHOOLS - 3,229 ATTENDED FOR FREE BASED ON ENROLLMENT IN THE FEDERAL FREE/REDUCED LUNCH PROGRAM.- 60 CLASSROOM VISITS WERE MADE TO 25 SCHOOLS BY 12 VOLUNTEER DOCENTS IN PREPARATION FOR YOUNG PEOPLE'S CONCERTS.- 36 KINDERKONZERTS AT THREE PARTICIPATING HOST MAGNET SCHOOLS (TITLE 1) DREW 8,533 STUDENTS IN GRADES K-2 AND THEIR TEACHERS FROM 70 SCHOOLS AND 54 HOME SCHOOLS - 4,485 ATTENDED FOR FREE BASED ON ENROLLMENT IN THE FEDERAL FREE/REDUCED LUNCH PROGRAM.- 24 SYMPHONY STORYTIMES AT SIX PARTICIPATING PUBLIC LIBRARIES IN MULTNOMAH AND WASHINGTON COUNTIES DREW 1,200 PRE-SCHOOLERS AND THEIR PARENTS, ALL OF WHOM ATTENDED FOR FREE.- 34 PRELUDES SERIES PERFORMANCES WERE PRESENTED BY 530 PARTICIPANTS FROM 31 SCHOOLS AND COMMUNITY ENSEMBLES PRIOR TO CLASSICAL SERIES, POPS AND KIDS CONCERTS.- 40 PRE-CONCERT CONCERT CONVERSATION PRESENTATIONS CONDUCTED BY CARLOS KALMAR, GREGORY VAJDA AND GUEST CONDUCTORS AND MUSICIANS IN COLLABORATION WITH ROBERT MCBRIDE, CHRISTA WESSEL AND JOHN PITMAN OF ALL CLASSICAL RADIO 89.9 FM KQAC, REACHED OVER 9,000 PATRONS IN THE CONCERT HALL AND WORLD-WIDE THROUGH VIDEO LINK ONLINE.- 16 COACHING SESSIONS IN PORTLAND AND SALEM.- 19 IN CLASS RESIDENCY VISITS BY 6 MUSICIANS FOR 190 ELEMENTARY SCHOOL STUDENTS.- 172 VOLUNTEERS ASSISTED WITH OVER 160 DIFFERENT EVENTS.- SUCCESSFUL COMMUNITY COLLABORATIONS WITH PORTLAND PUBLIC SCHOOLS, PUBLIC LIBRARIES OF WASHINGTON AND MULTNOMAH COUNTIES, REGIONAL ARTS & CULTURE COUNCIL, AND THE RIGHT BRAIN INITIATIVE. | Description |
| Total Program Service Expense | 11457770 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 80 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 285 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET PLUMMER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5034166319 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| TERRENCE R PANCOAST | |||||||
| CHAIRMAN | 20.00 | X | X | 0 | 0 | 0 | |
| J CLAYTON HERING | |||||||
| VICE CHAIR | 20.00 | X | X | 0 | 0 | 0 | |
| WALTER E WEYLER | |||||||
| VICE CHAIR | 20.00 | X | X | 0 | 0 | 0 | |
| DOUGLAS CARLSON | |||||||
| TREASURER | 10.00 | X | X | 0 | 0 | 0 | |
| JAMES F DULCICH | |||||||
| SECRETARY | 10.00 | X | X | 0 | 0 | 0 | |
| NELSON D ATKIN II | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| TED AUSTIN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| AARON CAUGHEY | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| EARL M CHILES | |||||||
| LIFE DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| CONNIE CLARK | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| KRISTINE COLLINS | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| CLIFF DEVENEY | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| PETER FRAJOLA | |||||||
| DIRECTOR & MUSICIAN | 35.00 | X | 77834 | 0 | 10962 | ||
| CHARLES GALL | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ZANLEY GALTON III | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| RICHARD GEARY | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| RENEE HOLZMAN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ALLISON HOWARD | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| GERALD R HULSMAN | |||||||
| LIFE DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JEFF JOHNSON | |||||||
| DIRECTOR & MUSICIAN | 35.00 | X | 55395 | 0 | 19453 | ||
| KELLY JOHNSON | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ROBYN JOHNSON | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| THOMAS M LAUDERDALE | |||||||
| DIRECTOR | 5.00 | X | 20000 | 0 | 0 | ||
| LOUIS MCCRAW | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| MARIA MOKRAI | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| MICHAEL OPTON | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JAMES H RUDD | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| KARL SMITH | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| LARRY VOLLUM | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JACK WILBORN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JEFF WORK | |||||||
| DIRECTOR & MUSICIAN | 35.00 | X | 83525 | 0 | 11040 | ||
| MICHAEL B WRAY | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ELAINE CALDER | |||||||
| PRESIDENT AND DIRECTOR | 50.00 | X | X | 229541 | 0 | 11223 | |
| JANET PLUMMER | |||||||
| INTERIM VP DEVELOPMENT & CFO | 50.00 | X | 100502 | 0 | 11223 | ||
| MARY CRIST | |||||||
| VP & GENERAL MGR | 50.00 | 125970 | 0 | 11223 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 692767 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 75124 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CRAMERMARDER ARTISTS-SAN FRANCISCO | |||||
| 3436 SPRINGHILL ROAD | LAFAYETTE | CA | 94549 | GUEST CONDUCTOR AND ARTIST AGENT | 326000 |
| LAN SERVICE GROUP OF PORTLAND | |||||
| 18250 SOUTH CLARK LANE | OREGON CITY | OR | 97045 | IS CONTRACTOR | 197171 |
| OREGONIAN PUBLISHING | |||||
| PO BOX 4221 | PORTLAND | OR | 97208 | NEWSPAPER ADVERTISING | 186602 |
| PINK MARTINI | |||||
| PO BOX 4628 | PORTLAND | OR | 97208 | GUEST ARTIST | 180000 |
| CHRISTMAS TOURING LLC | |||||
| 164 S ROSE BLVD | AKRON | OH | 44302 | MANNHEIM STEAMROLLER | 155000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Fundraising Events | 122950 | FundraisingEvents |
| Government Grants | 177116 | GovernmentGrants |
| All Other Contributions | 5763597 | AllOtherContributions |
| Total Contributions | 6063663 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONCERT TICKET & FEES | Description |
| Business Code | 711130 | BusinessCode |
| Total Revenue Column | 7336905 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7336905 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7336905 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 142051 | TotalRevenueColumn |
| Exclusion | $142,051 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1932 | TotalRevenueColumn |
| Exclusion | $1,932 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 734113 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 798295 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -64182 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -64182 | TotalRevenueColumn |
| Exclusion | -$64,182 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 138674 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 122950 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 53680 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 84994 | TotalRevenueColumn |
| Exclusion | $84,994 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| OTHER INCOME | 900099 | 77565 | $77,565 |
| TRANSFER TO OSF | 900099 | -6386 | -$6,386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 71179 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13636542 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7336905 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $235,974 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 684828 | Total |
| Program Services | 533959 | ProgramServices |
| Management And General | 110322 | ManagementAndGeneral |
| Fundraising | 40547 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6221451 | Total |
| Program Services | 4763533 | ProgramServices |
| Management And General | 1063569 | ManagementAndGeneral |
| Fundraising | 394349 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268010 | Total |
| Program Services | 268010 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1224146 | Total |
| Program Services | 1100561 | ProgramServices |
| Management And General | 95694 | ManagementAndGeneral |
| Fundraising | 27891 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 749604 | Total |
| Program Services | 593592 | ProgramServices |
| Management And General | 116785 | ManagementAndGeneral |
| Fundraising | 39227 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59640 | Total |
| Management And General | 59640 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 902 | Total |
| Fundraising | 902 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58878 | Total |
| Management And General | 58878 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92898 | Total |
| Program Services | 81820 | ProgramServices |
| Management And General | 2885 | ManagementAndGeneral |
| Fundraising | 8193 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 580939 | Total |
| Program Services | 580939 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 489042 | Total |
| Program Services | 196012 | ProgramServices |
| Management And General | 237496 | ManagementAndGeneral |
| Fundraising | 55534 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 598706 | Total |
| Program Services | 453182 | ProgramServices |
| Management And General | 107709 | ManagementAndGeneral |
| Fundraising | 37815 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13569 | Total |
| Program Services | 13569 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42904 | Total |
| Program Services | 4824 | ProgramServices |
| Management And General | 8121 | ManagementAndGeneral |
| Fundraising | 29959 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39346 | Total |
| Program Services | 19685 | ProgramServices |
| Management And General | 19661 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29766 | Total |
| Management And General | 29766 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| GUEST ARTISTS | 1621910 | 1621910 | ||
| CONTRACT LABOR | 669280 | 453905 | 215375 | |
| OTHER PRODUCTION EXPENS | 397990 | 397990 | ||
| MISCELLANEOUS | 334364 | 232614 | 95028 | 6722 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 413824 | Total |
| Program Services | 141665 | ProgramServices |
| Management And General | 71651 | ManagementAndGeneral |
| Fundraising | 200508 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14591997 | Total |
| Program Services | 11457770 | ProgramServices |
| Management And General | 2292580 | ManagementAndGeneral |
| Fundraising | 841647 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1982552 | BOY |
| EOY | 2308796 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1271215 | BOY |
| EOY | 555668 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 334053 | BOY |
| EOY | 371090 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330400 | BOY |
| EOY | 219706 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1138572 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 941209 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213884 | BOY |
| EOY | 197363 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10556150 | BOY |
| EOY | 9514805 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 688706 | BOY |
| EOY | 665485 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15376960 | BOY |
| EOY | 13832913 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 227004 | BOY |
| EOY | 290483 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3063446 | BOY |
| EOY | 2863974 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104199 | BOY |
| EOY | 98496 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3394649 | BOY |
| EOY | 3252953 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -139555 | BOY |
| EOY | -749447 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3918251 | BOY |
| EOY | 3082958 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8203615 | BOY |
| EOY | 8246449 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11982311 | BOY |
| EOY | 10579960 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15376960 | BOY |
| EOY | 13832913 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -955455 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -446896 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6314307 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5662654 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6697012 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5898777 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6063663 | CurrentTaxYear |
| Total | 30636413 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6101725 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7150682 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5877905 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6497711 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7336905 | CurrentTaxYear |
| Total | 32964928 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12416032 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12813336 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12574917 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12396488 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13400568 | CurrentTaxYear |
| Total | 63601341 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 500360 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 765106 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 672733 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 648720 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1099109 | CurrentTaxYear |
| Total | 3686028 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 500360 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 765106 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 672733 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 648720 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1099109 | CurrentTaxYear |
| Total | 3686028 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 59915313 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 483779 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 364392 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 126230 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 108747 | CurrentTaxYearMinus1Year |
| Current Tax Year | 143983 | CurrentTaxYear |
| Total | 1227131 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 483779 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 364392 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 126230 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 108747 | CurrentTaxYearMinus1Year |
| Current Tax Year | 143983 | CurrentTaxYear |
| Total | 1227131 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8709 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 43799 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20965 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 290841 | CurrentTaxYearMinus1Year |
| Current Tax Year | 156173 | CurrentTaxYear |
| Total | 520487 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12908520 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13221527 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12722112 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12796076 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13700724 | CurrentTaxYear |
| Total | 65348959 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.91690 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.91500 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01880 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02860 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10566529 | BeginningOfYearBalance |
| Contributions | 5106 | Contributions |
| Investment Earnings Or Losses | -399461 | InvestmentEarningsOrLosses |
| Other Expenditures | 656192 | OtherExpenditures |
| End Of Year Balance | 9515982 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9119393 | BeginningOfYearBalance |
| Contributions | 81700 | Contributions |
| Investment Earnings Or Losses | 1904873 | InvestmentEarningsOrLosses |
| Other Expenditures | 703537 | OtherExpenditures |
| End Of Year Balance | 10402429 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19193015 | BeginningOfYearBalance |
| Contributions | 7350 | Contributions |
| Investment Earnings Or Losses | 1013676 | InvestmentEarningsOrLosses |
| Other Expenditures | 11094648 | OtherExpenditures |
| End Of Year Balance | 9119393 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27208348 | BeginningOfYearBalance |
| Contributions | 74685 | Contributions |
| Investment Earnings Or Losses | -6630848 | InvestmentEarningsOrLosses |
| Other Expenditures | 1459170 | OtherExpenditures |
| End Of Year Balance | 19193015 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.87000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1138572 | OtherCostOrOtherBasis |
| Depreciation | 941209 | Depreciation |
| Book Value | 197363 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 197363 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHARITABLE GIFT ANNUITY LIABILITY | Description |
| Amount | $98,496 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 98496 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SPRING GALA | NameOfEvent1 |
| Gross Receipts Event1 | 261624 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 122950 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 138674 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 27701 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 12090 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 13889 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 261624 | GrossReceiptsTotal |
| Charitable Contributions Total | 122950 | CharitableContributionsTotal |
| Gross Revenue Total Events | 138674 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 27701 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 12090 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 13889 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 53680 | DirectExpenseSummaryEvents |
| Net Income Summary | 84994 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ELAINE CALDER | NamePerson |
| Base Compensation Filing Org | 204541 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 25000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 11223 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 240764 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINK MARTINI INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | THOMAS LAUDERDALE, A DIRECTOR OF OSA IS 100% OWNER OF PINK MARTINI. | Relationship |
| Amount Of Transaction | 190000 | AmountOfTransaction |
| Description Of Transaction | THE DIRECTOR'S BAND PINK MARTINI WAS HIRED AS A PERFORMER FOR $190,000. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 2012, 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 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 | PRESIDENT: INITIALLY REVIEWED BY A NATIONAL SEARCH FIRM AND APPROVED BY BOARD OF DIRECTORS. PRESIDENT'S CONTRACT EXTENSION WAS REVIEWED BY BOARD COMMITTEE FOLLOWING RESEARCH AND ANALYSIS BY CHAIRMAN OF PREVIOUS ORGANIZATIONAL COMPENSATION PACKAGES AND OTHER ORGANIZATIONS. OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED BY THE PRESIDENT AND VP OF HUMAN RESOURCES WITH GUIDELINES PROVIDED BY INDUSTRY DATA AND SEARCH PROFESSIONALS. MUSICIAN DIRECTORS' COMPENSATION IS DETERMINED BY A COLLECTIVE BARGAINING AGREEMENT. | |
| 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 XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -446,896. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SYMPHONY FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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