OREGON SYMPHONY ASSOCIATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OREGON SYMPHONY ASSOCIATION (EIN 93-0446527)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202601359349313040
- Schema version
- 2024v5.5
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T15:43:39-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930928924 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERKINS & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 SW FIFTH AVE SUITE 1000 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930446527 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SYMPHONY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OREG | BusinessNameControlTxt |
| Phone | 5032284294 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 SW 6TH AVE 385 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUG KOOREN | PersonNm |
| Person Title | INTERIM VP & CFO | PersonTitleTxt |
| Phone | 5032284294 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROSS LOCKWOOD | PreparerPersonNm |
| PTIN | P01374434 | PTIN |
| Phone | 5032210336 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL SNYDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 SW 6TH AVE 385 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,312,658 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ORSYMPHONY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1896 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | THE OREGON SYMPHONY INSPIRES AUDIENCES AND BUILDS COMMUNITY BY CREATING OUTSTANDING MUSICAL EXPERIENCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 45 | VotingMembersIndependentCnt |
| Total Employee | 345 | TotalEmployeeCnt |
| Total Volunteers | 97 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,478,617 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,452,492 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,232,642 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,556,808 | CYProgramServiceRevenueAmt |
| PY Investment Income | $575,122 | PYInvestmentIncomeAmt |
| CY Investment Income | $376,174 | CYInvestmentIncomeAmt |
| PY Other Revenue | $26,145 | PYOtherRevenueAmt |
| CY Other Revenue | $45,595 | CYOtherRevenueAmt |
| PY Total Revenue | $26,312,526 | PYTotalRevenueAmt |
| CY Total Revenue | $19,431,069 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,959,327 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,701,268 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $37,064 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,203,008 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,021,320 | PYOtherExpensesAmt |
| CY Other Expenses | $10,905,992 | CYOtherExpensesAmt |
| PY Total Expenses | $22,990,647 | PYTotalExpensesAmt |
| CY Total Expenses | $25,654,324 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,321,879 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,223,255 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,849,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,633,109 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,073,329 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,630,216 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,776,281 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,002,893 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE OREGON SYMPHONY IS DEDICATED TO MOVING MUSIC FORWARD. OUR VISION IS BOLD AND ADVENTUROUS: TO INSPIRE AUDIENCES WITH EXHILARATING PERFORMANCES, PRESENT THE BEST MUSICIANS IN A WIDE RANGE OF STYLES, EXPLORE NEW ART FORMS, SHINE LIGHT ON CONTEMPORARY ISSUES AND BUILD A STRONGER COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,509,542 | ExpenseAmt |
| Grant | $10,000 | GrantAmt |
| Revenue | $9,556,808 | RevenueAmt |
| Desc | CONCERT SEASON HIGHLIGHTS: THE HARMONY, RHYTHM, AND POWER OF NATURE TOOK CENTER STAGE IN THE OREGON SYMPHONY'S 2024/25 SEASON, THE NATURE OF MUSIC. LED BY JEAN VOLLUM MUSIC DIRECTOR DAVID DANZMAYR AND PERFORMED BY THE SYMPHONY'S 77 FULL-TIME MUSICIANS, THE ORCHESTRA EMBARKED ON A THRILLING EXPLORATION OF THE RELATIONSHIP BETWEEN HUMANITY AND THE NATURAL WORLD, FROM CLASSICAL FAVORITES LIKE VIVALDI'S FOUR SEASONS AND COPLAND'S APPALACHIAN SPRING TO CONTEMPORARY WORKS BY COMPOSERS SUCH AS DERRICK SKYE AND KATHERINE BALCH. SPANNING WONDER, AWE, AND TERROR ALIKE, THE SEASON OFFERED A PROFOUND MEDITATION ON OUR DEEP BOND WITH NATURE. IN TOTAL, THE OREGON SYMPHONY PRESENTED 118 PERFORMANCES THROUGHOUT THE YEAR.THE SYMPHONY CONTINUED ITS COMMITMENT TO REPRESENTATION AND ARTISTIC EQUITY: 83% OF CLASSICAL CONCERTS FEATURED WORKS BY WOMEN OR COMPOSERS OF COLOR, REFLECTING ONGOING EFFORTS TO BROADEN THE ORCHESTRAL CANON. THE ORGANIZATION ALSO CHAMPIONED NEW MUSIC THROUGH THREE COMMISSIONED WORKS, FURTHER ADVANCING THE CREATIVITY AND VIBRANCY OF TODAY'S ORCHESTRAL LANDSCAPE.BEYOND OUR CLASSICAL SERIES, WE CONTINUED TO INNOVATE AND PUSH THE BOUNDS OF ORCHESTRAL MUSIC. WE WELCOMED SOME OF THE GREATEST MUSICIANS IN THE WORLD TO THE ARLENE SCHNITZER CONCERT HALL, INCLUDING THE LEGENDARY ITZHAK PERLMAN, RAPPER AND ACTIVIST KILLER MIKE, GRAMMY-WINNING COMPOSER JESSIE MONTGOMERY, FUNK FAVORITES TOWER OF POWER, AND THE GENRE-SMASHING VIRTUOSO LINDSEY STIRLING. OUR EVER-POPULAR FILM SERIES TRAVELED BACK TO THE FUTURE, WHILE OUR ONE-NIGHT-ONLY SPECIALS PAID A VISIT TO TWIN PEAKS AND FUSED BEYONCE'S GREATEST HITS WITH BEETHOVEN'S SEVENTH. FROM THE YOUNGEST CONCERTGOERS TO LONGTIME SUBSCRIBERS, THE SEASON OFFERED MUSIC TO RESONATE WITH EVERYONE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,103,357 | ExpenseAmt |
| Desc | AUDIENCE DEVELOPMENT: THE OREGON SYMPHONY CONTINUED TO ADAPT TO EVOLVING AUDIENCE PREFERENCES IN THE 2024/25 SEASON, RESULTING IN SIGNIFICANT GROWTH IN ATTENDANCE, ENGAGEMENT, AND OVERALL REACH. THROUGH DIVERSE PROGRAMMING AND TARGETED OUTREACH, WE SUCCESSFULLY CONNECTED WITH NEW AUDIENCE MEMBERS WHILE DEEPENING RELATIONSHIPS WITH LONGTIME PATRONS.THE SEASON WELCOMED NEARLY 200,000 CONCERT ATTENDEES ACROSS 118 PERFORMANCES, REFLECTING THE STRONG AND GROWING DEMAND FOR LIVE ORCHESTRAL EXPERIENCES. OF THESE, 24,622 WERE FIRST-TIME ATTENDEES, DEMONSTRATING THE SUCCESS OF OUR EFFORTS TO BROADEN ACCESS AND INVITE NEW COMMUNITIES INTO THE HALL.IN ADDITION TO FIRST-TIME ATTENDANCE GROWTH, WE SAW A REMARKABLE 134% INCREASE IN CHOOSE-YOUR-OWN SUBSCRIPTION PACKAGES, INDICATING GREATER FLEXIBILITY IN HOW AUDIENCES WANT TO EXPERIENCE THE SYMPHONY. THE ORGANIZATION ALSO CELEBRATED 993 FIRST-TIME SUBSCRIBERS. DIVERSE PROGRAM OFFERINGS, SPANNING CLASSICAL MASTERWORKS, FILM SCORES, CONTEMPORARY ARTISTS, GENRE-BLENDING SPECIALS, AND FAMILY-FRIENDLY EVENTS, CONTINUED TO DRAW NEW AND RETURNING PATRONS. STRATEGIC MARKETING CAMPAIGNS, INNOVATIVE DIGITAL CONTENT, AND PARTNERSHIPS WITH GUEST ARTISTS FURTHER AMPLIFIED OUR VISIBILITY AND IMPACT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $420,671 | ExpenseAmt |
| Desc | EDUCATION & ACCESS: AT THE OREGON SYMPHONY, WE'RE COMMITTED TO EXPANDING ACCESS TO MUSIC THROUGHOUT OUR ENTIRE COMMUNITY, FROM THE YOUNGEST CHILDREN TO OUR MOST VULNERABLE NEIGHBORS. BECAUSE WE KNOW A MUSICAL CITY IS A STRONGER CITY. LAST YEAR, WE PARTNERED WITH 334 SCHOOLS AND NONPROFIT ORGANIZATIONS, WORKING SIDE-BY-SIDE TO BRING FREE MUSICAL EXPERIENCES TO MORE THAN 35,000 ADULTS AND CHILDREN. THIS INCLUDED 22,731 K12 STUDENTS, 77% OF WHOM CAME FROM LOW-INCOME SCHOOLS, ENSURING THAT YOUNG PEOPLE ACROSS OUR REGION HAVE ACCESS TO THE TRANSFORMATIVE POWER OF LIVE ORCHESTRAL MUSIC. THROUGHOUT THE YEAR, THE SYMPHONY DELIVERED 231 FREE EDUCATION AND COMMUNITY ENGAGEMENT ACTIVITIES, REACHING AUDIENCES IN CLASSROOMS, COMMUNITY CENTERS, SHELTERS, AND PUBLIC SPACES THROUGHOUT OREGON.WE HELD THE EIGHTH ANNUAL LULLABY PROJECT IN PARTNERSHIP WITH PATH HOME FAMILY VILLAGE, ALLOWING PARENTS EXPERIENCING HOUSELESSNESS TO WRITE AND RECORD ORIGINAL LULLABIES FOR THEIR CHILDREN. WE WELCOMED MORE THAN 7,000 FOURTH GRADERS TO THE SCHNITZ FOR OUR SPRING LINK UP CONCERT, WHERE THEY SANG, CLAPPED, AND PLAYED ALONG WITH THE ORCHESTRA ON RECORDERS. AND WE PROVIDED FREE CONCERT TICKETS TO HUNDREDS OF VETERANS AND THEIR FAMILIES, HONORING THEIR SERVICE THROUGH MUSIC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $21,033,570 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 132 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 345 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 45 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUG KOOREN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032284294 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 SW 6TH AVE SUITE 385 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (57 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALICIA DIDONATO PAULSEN | ||||||||
| MUSICIAN DIRECTOR | 35.00 | 0.00 | Yes (X) | $86,074 | $0 | $29,044 | ||
| CHARLES NOBLE | ||||||||
| MUSICIAN DIRECTOR | 35.00 | 0.00 | Yes (X) | $75,241 | $0 | $24,930 | ||
| JON GREENEY | ||||||||
| MUSICIAN DIRECTOR | 35.00 | 0.00 | Yes (X) | $61,219 | $0 | $24,789 | ||
| DAN DRINKWARD | ||||||||
| CHAIR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| COURTNEY ANGELI | ||||||||
| VICE CHAIR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROBERT HALEY | ||||||||
| TREASURER | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| EVE CALLAHAN | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JANET BLOUNT | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM BRENNEKE | ||||||||
| DIRECTOR AS OF 09/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| IDA RAE CAHANA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK CLARK | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CLIFF DEVENEY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAUREN FOX | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA FRIEDHOFF | ||||||||
| DIRECTOR AS OF 06/2025 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBYN GASTINEAU | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIGE HARRIS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HARRISON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF HEATHERINGTON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| J CLAYTON HERING | ||||||||
| LIFETIME DIRECTOR | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK HINKES | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RENEE HOLZMAN | ||||||||
| LIFETIME DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GERALD HULSMAN | ||||||||
| LIFETIME DIRECTOR | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDY HUMMELT | ||||||||
| DIRECTOR THROUGH 10/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAMERON HUNT | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GRADY JURRENS | ||||||||
| DIRECTOR | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY KARR | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KRIS KERN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS LAUDERDALE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PRISCILLA LONGFIELD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELE MASS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON MATUSOW | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PEGGY MILLER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KAIZAD MISTRY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN MURPHY | ||||||||
| DIRECTOR AS OF 12/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSCOE NELSON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE RANKIN | ||||||||
| DIRECTOR AS OF 06/2025 | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN RASAY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE REAGAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANNON RIGGS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL SNYDER | ||||||||
| DIRECTOR AS OF 12/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MJ STEEN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK STONE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DON VOLLUM | ||||||||
| DIRECTOR AS OF 09/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DERALD WALKER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LIZ WALKER | ||||||||
| DIRECTOR AS OF 12/2024 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE WEISENBACH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WALT WEYLER | ||||||||
| LIFETIME DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK WILBORN | ||||||||
| LIFETIME DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK WILLIAMS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ISAAC THOMPSON | ||||||||
| PRESIDENT/CEO | 30.00 | 5.00 | $407,009 | $0 | $16,782 | Yes (X) | ||
| PATRICIA SHELTON | ||||||||
| INTERIM VP FINANCE THROUGH 01/2025 | 30.00 | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| CRAIG JOHNSON | ||||||||
| VP & CFO AS OF 01/2025 | 30.00 | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID DANZMAYR | ||||||||
| MUSIC DIRECTOR | 35.00 | 0.00 | $328,610 | $0 | $31,405 | Yes (X) | ||
| SARAH KWAK | ||||||||
| CONCERTMASTER | 35.00 | 0.00 | $199,867 | $0 | $12,793 | Yes (X) | ||
| HILARY BLAKEMORE | ||||||||
| VP DEVELOPMENT | 30.00 | 5.00 | $142,677 | $0 | $17,325 | Yes (X) | ||
| STEVE WENIG | ||||||||
| VP & GM | 30.00 | 5.00 | $121,915 | $0 | $26,876 | Yes (X) | ||
| CLEMENT SO | ||||||||
| VP PROGRAMMING | 35.00 | 0.00 | $105,329 | $0 | $23,251 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,527,941 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $207,195 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DOCUMART COPIES & PRINTING | |||||
| 3310 NW YEON | PORTLAND | OR | 97210 | COPIES & PRINTING SERVICES | $358,870 |
| SCHNITZER PROPERTIES REALTY LLC | |||||
| UNIT 50 PO BOX 4500 | PORTLAND | OR | 972084500 | RENT | $268,427 |
| GEMINI XIII DBA INFINITE AGENCY LLC | |||||
| 2122 KIDWELL ST | DALLAS | TX | 75214 | ADVERTISING SERVICES | $254,432 |
| OPUS 3 ARTISTS LLC | |||||
| 348 WEST 57TH STREET SUITE 282 | NEW YORK | NY | 10019 | GUEST ARTIST FEES | $233,004 |
| WILLIAM MORRIS ENDEAVOR ENTERTAINMENT L | |||||
| 9601 WILSHIRE BLVD 3RD FLOOR | BEVERLY HILLS | CA | 90210 | GUEST ARTIST FEES | $206,261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $614,618 | MembershipDuesAmt |
| Fundraising | $1,541,712 | FundraisingAmt |
| Government Grants | $515,004 | GovernmentGrantsAmt |
| All Other Contributions | $6,781,158 | AllOtherContributionsAmt |
| Noncash Contributions | $875,411 | NoncashContributionsAmt |
| Total Contributions | $9,452,492 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONCERT TICKETS & FEES | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $9,556,808 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,556,808 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,556,808 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $310,010 | TotalRevenueColumnAmt |
| Exclusion | $310,010 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,724,053 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,657,889 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,164 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,164 | TotalRevenueColumnAmt |
| Exclusion | $66,164 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $223,700 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,541,712 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $223,700 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $45,595 | TotalRevenueColumnAmt |
| Exclusion | $45,595 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $45,595 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,431,069 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,556,808 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $421,769 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,471 | TotalAmt |
| Management And General | $485,471 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,452,084 | TotalAmt |
| Program Services | $8,800,520 | ProgramServicesAmt |
| Management And General | $879,903 | ManagementAndGeneralAmt |
| Fundraising | $771,661 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,954 | TotalAmt |
| Program Services | $466,422 | ProgramServicesAmt |
| Management And General | $46,634 | ManagementAndGeneralAmt |
| Fundraising | $40,898 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,157,607 | TotalAmt |
| Program Services | $1,816,677 | ProgramServicesAmt |
| Management And General | $181,637 | ManagementAndGeneralAmt |
| Fundraising | $159,293 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,052,152 | TotalAmt |
| Program Services | $885,898 | ProgramServicesAmt |
| Management And General | $88,575 | ManagementAndGeneralAmt |
| Fundraising | $77,679 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,169 | TotalAmt |
| Management And General | $22,169 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,000 | TotalAmt |
| Management And General | $159,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,064 | TotalAmt |
| Fundraising | $37,064 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,571 | TotalAmt |
| Management And General | $79,571 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,479,177 | TotalAmt |
| Program Services | $3,335,102 | ProgramServicesAmt |
| Management And General | $28,646 | ManagementAndGeneralAmt |
| Fundraising | $115,429 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,411,147 | TotalAmt |
| Program Services | $1,300,930 | ProgramServicesAmt |
| Fundraising | $110,217 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $914,705 | TotalAmt |
| Program Services | $419,587 | ProgramServicesAmt |
| Management And General | $18,979 | ManagementAndGeneralAmt |
| Fundraising | $476,139 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,839 | TotalAmt |
| Management And General | $9,839 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,261,128 | TotalAmt |
| Program Services | $1,118,008 | ProgramServicesAmt |
| Management And General | $49,490 | ManagementAndGeneralAmt |
| Fundraising | $93,630 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,832 | TotalAmt |
| Program Services | $130,568 | ProgramServicesAmt |
| Management And General | $27,255 | ManagementAndGeneralAmt |
| Fundraising | $67,009 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,669 | TotalAmt |
| Program Services | $52,669 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,700 | TotalAmt |
| Management And General | $1,700 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,129 | TotalAmt |
| Program Services | $84,051 | ProgramServicesAmt |
| Management And General | $63,039 | ManagementAndGeneralAmt |
| Fundraising | $63,039 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,108 | TotalAmt |
| Management And General | $77,108 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PERFORMANCE EXPENSE | $1,756,154 | $1,623,187 | $82,195 | $50,772 |
| EQUIPMENT & MAINTENANCE | $607,484 | $556,895 | $30,268 | $20,321 |
| OTHER OPERATING EXPENSE | $350,980 | $249,301 | $2,009 | $99,670 |
| DUES & SUBSCRIPTIONS | $184,721 | $99,092 | $65,442 | $20,187 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,479 | TotalAmt |
| Program Services | $84,663 | ProgramServicesAmt |
| Management And General | $18,816 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,654,324 | TotalAmt |
| Program Services | $21,033,570 | ProgramServicesAmt |
| Management And General | $2,417,746 | ManagementAndGeneralAmt |
| Fundraising | $2,203,008 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,960,603 | BOYAmt |
| EOY | $1,902,470 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,408,366 | BOYAmt |
| EOY | $2,736,751 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,772,628 | BOYAmt |
| EOY | $3,437,546 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,958 | BOYAmt |
| EOY | $190,793 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $51,150 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,679 | BOYAmt |
| EOY | $264,799 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,949,325 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,580,025 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,119,858 | BOYAmt |
| EOY | $1,369,300 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,683 | BOYAmt |
| EOY | $100,559 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,120,835 | BOYAmt |
| EOY | $17,579,741 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,849,610 | BOYAmt |
| EOY | $27,633,109 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,062,578 | BOYAmt |
| EOY | $1,022,555 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,414,859 | BOYAmt |
| EOY | $4,235,712 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,595,892 | BOYAmt |
| EOY | $2,371,949 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,073,329 | BOYAmt |
| EOY | $7,630,216 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,481,888 | BOYAmt |
| EOY | $2,471,915 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,294,393 | BOYAmt |
| EOY | $17,530,978 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,776,281 | BOYAmt |
| EOY | $20,002,893 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,849,610 | BOYAmt |
| EOY | $27,633,109 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$6,223,255 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,449,867 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,053,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,670,994 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,913,809 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,478,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,452,492 | CurrentTaxYearAmt |
| Total | $62,569,133 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,053,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,670,994 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,913,809 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,478,617 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,452,492 | CurrentTaxYearAmt |
| Total | $62,569,133 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,826,057 | SubstantialContributorsTotAmt |
| Public Support Total170 | $53,743,076 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,778 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $195,016 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $255,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $486,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $310,010 | CurrentTaxYearAmt |
| Total | $1,312,069 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,243 | CurrentTaxYearAmt |
| Total | $250,366 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $64,131,568 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $37,500,438 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85890 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,870,984 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,678,314 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,024,560 | OtherExpendituresAmt |
| End Year Balance | $14,524,738 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,091,731 | BeginningYearBalanceAmt |
| Contributions | $17,195 | ContributionsAmt |
| Investment Earnings Or Losses | $1,546,875 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $784,817 | OtherExpendituresAmt |
| End Year Balance | $16,870,984 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,599,802 | BeginningYearBalanceAmt |
| Contributions | $359,496 | ContributionsAmt |
| Investment Earnings Or Losses | $872,619 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $740,186 | OtherExpendituresAmt |
| End Year Balance | $16,091,731 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,885,630 | BeginningYearBalanceAmt |
| Contributions | $2,435 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,264,920 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,023,343 | OtherExpendituresAmt |
| End Year Balance | $15,599,802 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,585,263 | BeginningYearBalanceAmt |
| Contributions | $3,695,895 | ContributionsAmt |
| Investment Earnings Or Losses | $4,012,340 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $680,868 | OtherExpendituresAmt |
| End Year Balance | $17,885,630 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.72689 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27311 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $190,070 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,780 | DepreciationAmt |
| Book Value | $160,290 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,982,321 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,256,433 | DepreciationAmt |
| Book Value | $725,888 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $776,934 | OtherCostOrOtherBasisAmt |
| Depreciation | $293,812 | DepreciationAmt |
| Book Value | $483,122 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,369,300 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OPERATING LEASE ASSETS | $2,299,403 |
| INSURANCE POLICIES | $755,602 |
| BENEFICIAL INTEREST IN ASSETS HELD BY OCF | $14,524,736 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $17,579,741 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITY | $9,545 |
| OPERATING LEASE LIABILITIES | $2,362,404 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,371,949 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND SUPPORTS A YOUNG MUSICIANS COMPETITION WITH PRIZES. |
| PART X, LINE 2: | THE ASSOCIATION, FOUNDATION, AND OSAS ARE NONPROFIT CORPORATIONS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. THE SYMPHONY MAY BE SUBJECT TO TAX ON INCOME WHICH IS NOT RELATED TO ITS EXEMPT PURPOSE. FOR THE YEAR END JUNE 30, 2025, NO SUCH UNRELATED BUSINESS INCOME WAS REPORTED AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE SYMPHONY RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE SYMPHONY HAD NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 AND, THEREFORE, NO AMOUNTS HAVE BEEN ACCRUED. |
| PART V, LINE 4: | 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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT DIRECT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 EAST WISCONSIN AVENUE SUITE 12 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEPHONE FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $107,624 | GrossReceiptsAmt |
| Retained By Contractor | $37,064 | RetainedByContractorAmt |
| Net To Organization | $70,560 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $107,624 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $37,064 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $70,560 | TotalNetToOrganizationAmt |
| Licensed States | OR | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING GALA | Event1Nm |
| Gross Receipts Event1 | $1,696,735 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,521,611 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $175,124 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $142,270 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $32,855 | OtherDirectExpensesEvent1Amt |
| Event2 | FALL GALA | Event2Nm |
| Gross Receipts Event2 | $48,327 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $4,918 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $43,409 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $35,265 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $8,144 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $20,350 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $15,183 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $5,167 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $3,529 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,637 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,765,412 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,541,712 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $223,700 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $181,064 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $42,636 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $223,700 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALL CLASSICAL RADIO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SW COLUMBIA ST SUITE 300 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 931042868 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | 2025 WONDER AWARD | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ADMINISTERS THE SCHNITZER WONDER AWARD, ESTABLISHED IN 2015 TO RECOGNIZE AN INDIVIDUAL OR ORGANIZATION THAT BUILDS COMMUNITY BY SUPPORTING THE NEXT GENERATION OF ARTISTS AND STUDENT MUSICIANS. THE AWARD INCLUDES A MONETARY PRIZE OF $10,000 (INCREASED TO $25,000 BEGINNING IN THE 20252026 SEASON) TO FURTHER THE RECIPIENT'S WORK. RECIPIENTS ARE IDENTIFIED THROUGH AN INTERNAL NOMINATION PROCESS LED BY THE EDUCATION AND DEVELOPMENT DEPARTMENTS, WITH REVIEW AND APPROVAL BY THE CHIEF EXECUTIVE OFFICER, MUSIC DIRECTOR, AND FINAL APPROVAL BY THE DONOR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ISAAC THOMPSON | ||||||||||||||
| PRESIDENT/CEO | $322,009 | $0 | $52,000 | $0 | $33,000 | $0 | $0 | $0 | $16,782 | $0 | $423,791 | $0 | $0 | $0 |
| DAVID DANZMAYR | ||||||||||||||
| MUSIC DIRECTOR | $295,610 | $0 | $0 | $0 | $33,000 | $0 | $14,450 | $0 | $16,955 | $0 | $360,015 | $0 | $0 | $0 |
| SARAH KWAK | ||||||||||||||
| CONCERTMASTER | $199,867 | $0 | $0 | $0 | $0 | $0 | $4,224 | $0 | $8,569 | $0 | $212,660 | $0 | $0 | $0 |
| HILARY BLAKEMORE | ||||||||||||||
| VP DEVELOPMENT | $142,677 | $0 | $0 | $0 | $0 | $0 | $8,250 | $0 | $9,075 | $0 | $160,002 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE CHIEF EXECUTIVE OFFICER AND MUSIC DIRECTOR EACH RECEIVE A TAXABLE HOUSING ALLOWANCE OF $33,000, WHICH IS INCLUDED IN FORM W2 WAGES. |
| PART I, LINE 7 | DISCRETIONARY BONUSES ARE DETERMINED BY THE ORGANIZATION AND APPROVED BY THE BOARD. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | EXPECTED SALE PRICE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $418 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 30 | ContributionCnt |
| Noncash Contributions Rpt F990 | $590,756 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FUNDRAISING ITEMS | 17 | $202,595 | FAIR MARKET VALUE |
| Yes (X) | FOOD & BEVERAGE | 36 | $68,226 | FAIR MARKET VALUE |
| Yes (X) | ROAD PODIUM | 1 | $1,895 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | EACH SEPARATE DONATION BY AN ORGANIZATION (SUCH AS "3 CASES OF WINE FOR OPENING NIGHT OR "15 BOOK COPIES") COUNTS AS ONE DONATION. IF AN ORGANIZATION MAKES DONATIONS ON SEPARATE DATES, EACH DATE COUNTS AS A SEPARATE DONATION. |
| PART I, LINE 32B: | AN ART GALLERY IS SELLING THE STATUE ON CONSIGNMENT. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE PRIOR TO SUBMISSION TO THE IRS. THE FULL BOARD WILL RECEIVE AN ELECTRONIC COPY OF THE FULL FORM PRIOR TO SUBMISSION. WE DO NOT INCLUDE DONOR NAME AND ADDRESSES IN MATERIAL SENT TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, OFFICER, AND MEMBER OF A COMMITTEE WITH DELEGATED POWERS MUST SIGN AN ANNUAL STATEMENT IN AGREEMENT WITH THE CONFLICT OF INTEREST POLICY. ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH DIRECTOR-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE DIRECTORS OR COMMITTEE MEMBERS DETERMINE WHETHER A CONFLICT EXISTS. PROCEDURES FOR ADDRESSING A CONFLICT ALLOW THE INTERESTED PERSON TO MAKE A PRESENTATION TO THE DIRECTORS OR COMMITTEE MEMBERS, AFTER WHICH THE INTERESTED PERSON MUST LEAVE. RESTRICTIONS OR CHANGES TO THE PROPOSED TRANSACTION OR ARRANGEMENT ARE DETERMINED BY A MAJORITY VOTE OF DISINTERESTED DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR KEY EMPLOYEES OF THE ORGANIZATION, SPECIFICALLY THE CEO AND MUSIC DIRECTOR, MULTIYEAR EMPLOYMENT CONTRACTS ARE SIGNED. THESE CONTRACTS ARE PREPARED USING COMPARABILITY DATA BASED ON INFORMATION FROM THE SEARCH FIRM (FOR NEW HIRES) AND INDUSTRY REPORTS SUCH AS THE LEAGUE OF AMERICAN ORCHESTRAS ANNUAL WAGE SURVEYS. AT THE TIME OF PREPARATION, AN ADHOC COMPENSATION COMMITTEE FROM THE INDEPENDENT BOARD IS CREATED. EACH CONTRACT IS REVIEWED ON AN ANNUAL BASIS BY THE EXECUTIVE COMMITTEE. THE PROCESS IS SUBSTANTIATED THROUGH THE ACCEPTANCE OF THE ANNUAL BUDGET BY THE BOARD AND THE COMMITTEES. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE ON THE WEBSITE ORSYMPHONY.ORG AND IS UPLOADED TO GUIDESTAR. COPIES ARE ALSO AVAILABLE UPON REQUEST. |
| 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. FINANCIAL STATEMENTS ARE ALSO PUBLISHED ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | GUEST ARTISTS: PROGRAM SERVICE EXPENSES 2,098,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,098,250. GUEST CONDUCTORS: PROGRAM SERVICE EXPENSES 346,570. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 346,570. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 890,282. MANAGEMENT AND GENERAL EXPENSES 28,646. FUNDRAISING EXPENSES 115,429. TOTAL EXPENSES 1,034,357. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| OREGON SYMPHONY FOUNDATION | ||||||||||
| 851 SW 6TH AVE STE 385 | PORTLAND | OR | 97204 | 931225609 | SUPPORT OF THE OREGON SYMPHONY ASSOCIATION | OR | 501(C)(3) | LINE 12A, I | OREGON SYMPHONY ASSOCIATION | Yes (1) |
| OREGON SYMPHONY ASSOCIATION IN SALEM | ||||||||||
| 851 SW 6TH AVE STE 385 | PORTLAND | OR | 97204 | 936031819 | BRING SYMPHONIC MUSIC AND THE OREGON SYMPHONY TO SALEM | OR | 501(C)(3) | LINE 10 | OREGON SYMPHONY ASSOCIATION | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SYMPHONY ASSOCIATION IN SALEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $147,000 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |
Comments