2011-05-09T16:01:22-05:00 2010-06-30 McDONALD JACOBS PC 520 SW YAMHILL STE 500 PORTLAND OR 97204 990 2009-07-01 930446527 OREGON SYMPHONY ASSOCIATION OREG 5032284294 921 SW WASHINGTON SUITE 200 PORTLAND OR 972052819 ELAINE CALDER 5032284294 2011-05-09 1 Cindy Bartholomew 5032270581 2009 2016-02-24 21:20:13Z ELAINE CALDER 921 SW WASHINGTON SUITE 200 PORTLAND OR 972052819 24602278 0 X WWW.ORSYMPHONY.ORG X 1896 OR TO INSPIRE A LOVE AND UNDERSTANDING OF MUSIC IN OUR LIVES BY BRINGING GREAT MUSIC TO ALL. 34 31 241 200 0 0 5662654 6697012 7150682 5877905 -2785714 -268597 23472 20965 10051094 12327285 0 0 9170897 8362610 58488 659064 5759110 4962836 14930007 13383934 -4878913 -1056649 21731122 14768716 10877205 3624311 10853917 11144405 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." 0 0 10409485 5877905 DURING ITS 2009/2010 SEASON, THE OREGON SYMPHONY PRODUCED MORE THAN 70 CONCERTS, PERFORMED AT THE ARLENE SCHNITZER CONCERT HALL IN PORTLAND AS WELL AS A 10-CONCERT SERIES AT WILLAMETTE UNIVERSITY IN SALEM. THESE DIVERSE PROGRAMS INCLUDED CLASSICAL, POPS, FAMILY AND CHILDREN'S CONCERTS AS WELL AS SPECIAL PERFORMANCES OFFERING GOSPEL, WORLD MUSIC AND JAZZ. IN ADDITION TO THE CONCERTS, THE OREGON SYMPHONY PRESENTED OVER 70 EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS, SPECIFICALLY DESIGNED FOR AGE GROUPS RANGING FROM PRE-SCHOOLERS THROUGH ADULTS.(SEE CONTINUATION ON SCHEDULE O.) (CONTINUED FROM PAGE 2) THE ESTIMATED TOTAL NUMBER SERVED THIS SEASON IS 243,000. THIS INCLUDES 125,000 PAID ATTENDEES; 70,000 ATTENDEES AT FREE PERFORMANCES OR COMP TICKETS; PLUS 48,000 PARTICIPANTS IN THE SYMPHONY'S EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS. OF THOSE, WE ESTIMATE THAT 90% ARE FROM THE PORTLAND METROPOLITAN AREA. THE SYMPHONY ENGAGED APPROXIMATELY 570 ARTISTS THIS YEAR TO PERFORM WITH THE ORCHESTRA [AS EXTRA (NON-SALARIED) MUSICIANS, GUEST ARTISTS, CHOIR MEMBERS-PORTLAND SYMPHONIC CHOIR, PACIFIC YOUTH CHOIR, NORTHWEST GOSPEL CHORUS] AND ALSO INVOLVED AN ESTIMATED 240 VOLUNTEER ARTISTS - STUDENT AND COMMUNITY ENSEMBLES THAT REGULARLY PERFORM IN THE LOBBY OF THE ARLENE SCHNITZER CONCERT HALL PRIOR TO OREGON SYMPHONY CONCERTS. THE OREGON SYMPHONY EMPLOYS 76 FULL TIME ORCHESTRA MUSICIANS, THREE CONDUCTORS AND 31 ADMINISTRATIVE FULL TIME EQUIVALENT EMPLOYEES. 10409485 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 64 1 1 241 1 0 0 0 0 0 1 1 0 0 0 34 31 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X JANET PLUMMER 5032284294 921 SW WASHINGTON SUITE 200 PORTLAND OR 972052819 WALTER E WEYLER 20.00 X X 0 0 0 J CLAYTON HERING 10.00 X X 0 0 0 JAMES F DULCICH 10.00 X X 0 0 0 DOUGLAS CARLSON 10.00 X X 0 0 0 NELSON D ATKIN II 5.00 X 0 0 0 JILLIAN CAIN 5.00 X 0 0 0 EARL M CHILES 5.00 X 0 0 0 CONNIE CLARK 5.00 X 0 0 0 MARY CLARK 5.00 X 0 0 0 WILLIAM B EARLY 5.00 X 0 0 0 JULIE FURNARY 5.00 X 0 0 0 CHARLES GALL 5.00 X 0 0 0 ZANLEY GALTON III 5.00 X 0 0 0 RICHARD GEARY 5.00 X 0 0 0 BARBARA GIESY 5.00 X 0 0 0 THOMAS GOODMAN 5.00 X 0 0 0 CYNTHIA HAMPTON 5.00 X 0 0 0 RENEE HOLZMAN 5.00 X 0 0 0 GERALD R HULSMAN 5.00 X 0 0 0 ROBYN JOHNSON 5.00 X 0 0 0 RICHARD KELLER II 5.00 X 0 0 0 THOMAS M LAUDERDALE 5.00 X 0 0 0 TRACY MURPHY 5.00 X 0 0 0 MICHAEL OPTON 5.00 X 0 0 0 TERRENCE R PANCOAST 5.00 X 0 0 0 RONALD PARKER 5.00 X 0 0 0 ERIC ROSENFELD 5.00 X 0 0 0 JAMES H RUDD 5.00 X 0 0 0 ANN SACKS 5.00 X 0 0 0 BEV SHEIN 5.00 X 0 0 0 KARL SMITH 5.00 X 0 0 0 RICHARD STRONG 5.00 X 0 0 0 LARRY VOLLUM 5.00 X 0 0 0 JACK WILBORN 5.00 X 0 0 0 LINDA A WILLIAMS 5.00 X 0 0 0 MICHAEL B WRAY 5.00 X 0 0 0 JEFFREY WORK 40.00 X 86507 0 10793 NANCY IVES 40.00 X 71124 0 11074 ELAINE CALDER 50.00 X X 201470 0 9493 MARY CRIST 50.00 X 124716 0 10608 JANET PLUMMER 50.00 X 66860 0 9493 JUN IWASAKI 40.00 X 121454 0 13740 672131 0 65201 3 0 1 0 CRAMERMARDER ARTISTS-SAN FRANCISCO 3436 SPRINGHILL ROAD LAFAYETTE CA 94549 ARTIST AND MUSIC DIR. AGENT SERVICES 364200 SD&A TELESERVICES INC 5757 WEST CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEFUNDING/TELE- MARKETING SERVICES 305686 IMG ARTISTS 152 WEST 57TH STREET FIFTH FLOOR NEW YORK NY 10019 GUEST ARTIST AND CONDUCTOR AGENT SVCS 236402 LAN SERVICE GROUP OF PORTLAND 18250 SOUTH CLARK LANE OREGON CITY OR 97045 INFORMATION TECHNOLOGY SERVICES 189098 OPUS 3 ARTISTS LLC 470 PARK AVENUE SOUTH NINTH FLOOR NEW YORK NY 10016 GUEST ARTIST AGENT SERVICES 174000 5 185724 217566 6293722 11588 6697012 CONCERT TICKET SALES 711130 5877905 5877905 5877905 126230 126230 11838030 12232857 -394827 -394827 -394827 35400 185724 42136 -6736 -6736 OTHER INCOME 900099 33848 33848 TRANSFER TO OSF 900099 -6147 -6147 27701 12327285 5905606 0 -275333 591510 475345 92121 24044 5848803 4642428 952638 253737 259634 259634 970802 877792 82374 10636 691861 567908 96921 27032 116783 93212 19285 4286 58488 58488 73970 73970 44919 35456 6991 2472 628839 628839 479873 167096 273409 39368 468372 316221 119270 32881 16200 16200 36296 5250 7702 23344 28564 22799 4717 1048 53955 19018 34937 32989 26330 5448 1211 GUEST ARTISTS 1178289 1178289 CONTRACT LABOR 924110 480331 443779 OTHER PRODUCTION EXPENS 334700 334700 DONOR CAMPAIGN EXPENSE 179226 179226 USHERS AND SECURITY 162332 162332 203419 100305 101823 1291 13383934 10409485 2315385 659064 322670 2314847 28898 871518 1692179 375497 461224 388432 296385 1084409 861024 266738 223385 9637700 9133036 9839669 647660 21731122 14768716 940386 314040 2936819 3310271 7000000 0 10877205 3624311 X -757080 -410120 2323932 3432610 9287065 8121915 10853917 11144405 21731122 14768716 X 0 1 1 X 0 X 7320816 7721708 6314307 5662654 6697012 33716497 5535460 5526190 6101725 7150682 5877905 30191962 12856276 13247898 12416032 12813336 12574917 63908459 486333 743064 500360 765106 672733 3167596 0 486333 743064 500360 765106 672733 3167596 60740863 424860 794171 483779 364392 126230 2193432 424860 794171 483779 364392 126230 2193432 9063 10788 8709 43799 20965 93324 13290199 14052857 12908520 13221527 12722112 66195215 0.91760 0.91680 0.03310 0.03730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19193015 7350 1013676 11094648 9119393 27208348 74685 -6630848 1459170 19193015 0.89000 0.11000 1 0 1084409 861024 223385 223385 12327285 13383934 -1056649 1347137 1347137 290488 14017079 1347137 368344 48283 1763764 12253315 73970 73970 12327285 13726591 368344 48283 416627 13309964 73970 73970 13383934 Part V, Line 4: Description of Intended Use of Endowment Funds: THE ORGANIZATION'S POLICY IS TO APPROPRIATE FOR DISTRIBUTION 5% OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR 12 QUARTERS THROUGH THE YEAR-END PRECEEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. Part XII, Line 2d - Other Adjustments: REVENUE REPORTED ON OREGON SYMPHONY FOUNDATION'S FORM 990 (EIN 93-1225609): 6147. SPECIAL EVENT EXPENSES NET WITH REVENUE FOR FORM 990: 42136. Part XIII, Line 2d - Other Adjustments: EXPENSES REPORTED ON OREGON SYMPHONY FOUNDATION'S 990 (EIN 93-1225609): 6147. SPECIAL EVENT EXPENSES NET WITH REVENUE FOR FORM 990: 42136. X X X X X X X 1 SD&A TELEFUNDING 0 165226 58488 106738 165226 58488 106738 OR WA FALL GALA 221124 185724 35400 21663 3795 16678 221124 185724 35400 21663 3795 16678 42136 -6736 X X X X 0 0 0 0 0 0 0 0 0 ELAINE CALDER 201470 0 0 0 0 0 0 0 9493 0 210963 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A : 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. THE EXECUTIVE COMMITTEE CURRENTLY HAS 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 AN ANNUAL MEETING. Form 990, Part VI, Section B, line 11 FORM 990 WILL BE REVIEWED BY THE FINANCE AND EXECUTIVE COMMITTEES PRIOR TO SUBMISSION TO THE IRS. THE FULL BOARD WILL RECEIVE AN ELECTRONIC OR PRINTED VERSION OF THE FORM 990. Form 990, Part VI, Section B, line 12c THE BOARD OF DIRECTORS CONSISTENTLY MONITORS ANY POSSIBILITY OF A CONFLICT OF INTEREST. THERE HAVE BEEN NO CONFLICTS IDENTIFIED. 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. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. OREGON SYMPHONY FOUNDATION 921 SW WASHINGTON SUITE 200 PORTLAND OR 97205 931225609 SUPPORT OF THE OREGON SYMPHONY ASSOCIATION OR 501(C)(3) 509(A)(3) TYPE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0