2013-10-08T13:42:40-05:00 2013-05-31 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2012-06-01 930386902 PORTLAND YOUTH PHILHARMONIC ASSOCIATION PORT 5032235939 520 SW 6TH AVE NO 820 PORTLAND OR 972041514 MARY ANNE REES 5032235939 2013-10-03 1 JASON HALL P00960849 5032205900 2012 2016-02-24 21:20:13Z MARY ANNE REES 520 SW 6TH AVE NO 820 PORTLAND OR 972041514 2868954 0 X WWW.PORTLANDYOUTHPHIL.ORG X 1925 OR TO MAINTAIN THE FINEST POSSIBLE YOUTH ORCHESTRAS TO INSPIRE AND EDUCATE YOUNG PEOPLE. 21 21 25 100 18985 0 328344 417552 280425 281957 224297 69732 -5625 -8730 827441 760511 19085 20874 0 0 426412 455258 0 0 97020 330536 358695 776033 834827 51408 -74316 2781822 2967433 13022 20925 2768800 2946508 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 629401 20874 282383 DURING THE YEAR ENDED MAY 31, 2013, 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. 629401 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 18 0 1 25 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 520 SW 6TH AVE SUITE 820 PORTLAND OR 97204 JOSEPH G RAKOSKI 5.00 X X 0 0 0 JAN JOHN 2.00 X X 0 0 0 JULIE KIM MD 5.00 X X 0 0 0 ANNETTE DUNCAN 4.00 X X 0 0 0 DICK DOBROW 1.00 X X 0 0 0 ALICIA BELL 1.00 X X 0 0 0 SUE AUWERTER 1.00 X 0 0 0 SUE BLACK 1.00 X 0 0 0 KRISTI CALCAGNO 3.00 X 0 0 0 PETER DE GRAFF 1.00 X 0 0 0 GREG EWER 1.00 X 0 0 0 GENE E FOLEY JR 5.00 X 0 0 0 JINHO KIM MD 2.00 X 0 0 0 CARYN J KUNKLE 2.00 X 0 0 0 KATHY LANG 2.00 X 0 0 0 JOHN LANGSLET 1.00 X 0 0 0 MIRANDA MOY 1.00 X 0 0 0 ERLING NIELSEN 1.00 X 0 0 0 RICK PARFREY 5.00 X 0 0 0 LOUISE ROBERTS 1.00 X 0 0 0 BECKY SIMMONS 1.00 X 0 0 0 KEVIN LEFOHN 37.50 X 73613 0 5274 DAVID HATTNER 37.50 X 68315 0 4554 141928 0 9828 0 0 0 0 0 76065 48900 292587 5569 417552 TUITION 711190 184696 184696 CONCERTS 711190 97261 97261 281957 32754 32754 220 220 435 0 435 435 435 2079749 1020 2043235 556 36514 464 36978 36978 26251 76065 54612 -28361 -28361 10031 10040 -9 -9 ADVERTISING 541800 18985 18985 18985 760511 282383 18985 41591 20874 20874 156919 81928 21969 53022 245535 207203 28694 9638 16010 13672 2338 36794 28699 4415 3680 14714 14714 5727 5727 47582 47263 17 302 22866 22866 45311 34079 2548 8684 62390 45578 8992 7820 11362 10753 609 12254 8055 4199 14219 10341 1060 2818 PERFORMANCE VENUES 83835 83835 TRAINING 14692 54 5715 8923 TELEPHONE AND INTERNET 8208 5407 1784 1017 MISCELLANEOUS 5338 3825 554 959 10197 4969 5071 157 834827 629401 108406 97020 827 6368 59917 93509 70153 9614 15523 14584 371869 168804 202669 203065 2432733 2640293 2781822 2967433 10472 17715 2550 3210 13022 20925 X 909370 919824 469105 621966 1390325 1404718 2768800 2946508 2781822 2967433 -74316 252024 0 X X 0 1 X 1 0 X 311736 339961 404869 328344 417552 1802462 311736 339961 404869 328344 417552 1802462 1802462 48809 48868 52430 61631 33409 245147 2445 3745 6190 13079 2994 529 18985 35587 2089386 1961908 0.86270 0.79060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2432733 14393 315467 122300 2640293 2668849 32055 -148171 120000 2432733 2340348 448501 120000 2668849 2035267 44794 360287 19125 54424 26451 2340348 2742879 10000 -578362 10953 90916 37381 2035267 0.23900 0.53200 0.22890 1 0 288320 119294 169026 83549 49510 34039 203065 X 1009345 252024 2537 254561 754784 5727 5727 760511 831637 2537 2537 829100 5727 5727 834827 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE PORTLAND YOUTH PHILHARMONIC ENDOWMENT FUND IS INTENDED TO CREATE A PREDICTABLE STREAM OF FUNDING TO PYP PROGRAMS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: PORTLAND YOUTH PHILHARMONIC ASSOCIATION HAS NO UNCERTAIN TAX POSITIONS. PAINTED VIOLIN GALA 95386 69135 26251 17874 31233 1 6930 6930 5505 102316 76065 26251 23379 31233 54612 -28361 1 FINANCIAL AID 32 13779 SCHOLARSHIPS 8 5095 SUMMER SCHOLARSHIPS 8 2000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.