2026-05-15T15:43:39-05:00 2025-06-30 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 97204 990 2024-07-01 930446527 OREGON SYMPHONY ASSOCIATION OREG 5032284294 851 SW 6TH AVE 385 PORTLAND OR 97204 DOUG KOOREN INTERIM VP & CFO 5032284294 2026-05-15 1 1 ROSS LOCKWOOD P01374434 5032210336 2026-05-14 2024 2025-03-06 01:10:19Z PAUL SNYDER 851 SW 6TH AVE 385 PORTLAND OR 97204 27312658 0 X WWW.ORSYMPHONY.ORG X 1896 OR THE OREGON SYMPHONY INSPIRES AUDIENCES AND BUILDS COMMUNITY BY CREATING OUTSTANDING MUSICAL EXPERIENCES. 48 45 345 97 0 0 15478617 9452492 10232642 9556808 575122 376174 26145 45595 26312526 19431069 10000 10000 0 0 13959327 14701268 0 37064 2203008 9021320 10905992 22990647 25654324 3321879 -6223255 31849610 27633109 7073329 7630216 24776281 20002893 X 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. 0 0 18509542 10000 9556808 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. 2103357 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. 420671 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. 21033570 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 132 0 1 345 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 48 45 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 OR X X X DOUG KOOREN 5032284294 851 SW 6TH AVE SUITE 385 PORTLAND OR 97204 ALICIA DIDONATO PAULSEN MUSICIAN DIRECTOR 35.00 0.00 X 86074 0 29044 CHARLES NOBLE MUSICIAN DIRECTOR 35.00 0.00 X 75241 0 24930 JON GREENEY MUSICIAN DIRECTOR 35.00 0.00 X 61219 0 24789 DAN DRINKWARD CHAIR 3.00 0.00 X X 0 0 0 COURTNEY ANGELI VICE CHAIR 3.00 0.00 X X 0 0 0 ROBERT HALEY TREASURER 3.00 0.00 X X 0 0 0 EVE CALLAHAN SECRETARY 1.00 0.00 X X 0 0 0 JANET BLOUNT DIRECTOR 1.00 0.00 X 0 0 0 TOM BRENNEKE DIRECTOR AS OF 09/2024 1.00 0.00 X 0 0 0 IDA RAE CAHANA DIRECTOR 1.00 0.00 X 0 0 0 PATRICK CLARK DIRECTOR 1.00 0.00 X 0 0 0 CLIFF DEVENEY DIRECTOR 1.00 0.00 X 0 0 0 LAUREN FOX DIRECTOR 1.00 0.00 X 0 0 0 CHRISTINA FRIEDHOFF DIRECTOR AS OF 06/2025 1.00 0.00 X 0 0 0 ROBYN GASTINEAU DIRECTOR 1.00 0.00 X 0 0 0 TIGE HARRIS DIRECTOR 1.00 0.00 X 0 0 0 ROBERT HARRISON DIRECTOR 1.00 0.00 X 0 0 0 JEFF HEATHERINGTON DIRECTOR 1.00 0.00 X 0 0 0 J CLAYTON HERING LIFETIME DIRECTOR 0.00 0.00 X 0 0 0 RICK HINKES DIRECTOR 1.00 0.00 X 0 0 0 RENEE HOLZMAN LIFETIME DIRECTOR 1.00 0.00 X 0 0 0 GERALD HULSMAN LIFETIME DIRECTOR 0.00 0.00 X 0 0 0 JUDY HUMMELT DIRECTOR THROUGH 10/2024 1.00 0.00 X 0 0 0 CAMERON HUNT DIRECTOR 1.00 0.00 X 0 0 0 GRADY JURRENS DIRECTOR 0.00 0.00 X 0 0 0 EMILY KARR DIRECTOR 1.00 0.00 X 0 0 0 KRIS KERN DIRECTOR 1.00 0.00 X 0 0 0 THOMAS LAUDERDALE DIRECTOR 1.00 0.00 X 0 0 0 PRISCILLA LONGFIELD DIRECTOR 1.00 0.00 X 0 0 0 MICHELE MASS DIRECTOR 1.00 0.00 X 0 0 0 JASON MATUSOW DIRECTOR 1.00 0.00 X 0 0 0 PEGGY MILLER DIRECTOR 1.00 0.00 X 0 0 0 KAIZAD MISTRY DIRECTOR 1.00 0.00 X 0 0 0 MAUREEN MURPHY DIRECTOR AS OF 12/2024 1.00 0.00 X 0 0 0 ROSCOE NELSON DIRECTOR 1.00 0.00 X 0 0 0 DIANE RANKIN DIRECTOR AS OF 06/2025 0.00 0.00 X 0 0 0 DAN RASAY DIRECTOR 1.00 0.00 X 0 0 0 BONNIE REAGAN DIRECTOR 1.00 0.00 X 0 0 0 SHANNON RIGGS DIRECTOR 1.00 0.00 X 0 0 0 PAUL SNYDER DIRECTOR AS OF 12/2024 1.00 0.00 X 0 0 0 MJ STEEN DIRECTOR 2.00 0.00 X 0 0 0 PATRICK STONE DIRECTOR 1.00 0.00 X 0 0 0 DON VOLLUM DIRECTOR AS OF 09/2024 1.00 0.00 X 0 0 0 DERALD WALKER DIRECTOR 1.00 0.00 X 0 0 0 LIZ WALKER DIRECTOR AS OF 12/2024 1.00 0.00 X 0 0 0 MICHELLE WEISENBACH DIRECTOR 1.00 0.00 X 0 0 0 WALT WEYLER LIFETIME DIRECTOR 1.00 0.00 X 0 0 0 JACK WILBORN LIFETIME DIRECTOR 1.00 0.00 X 0 0 0 MARK WILLIAMS DIRECTOR 1.00 0.00 X 0 0 0 ISAAC THOMPSON PRESIDENT/CEO 30.00 5.00 X 407009 0 16782 PATRICIA SHELTON INTERIM VP FINANCE THROUGH 01/2025 30.00 5.00 X 0 0 0 CRAIG JOHNSON VP & CFO AS OF 01/2025 30.00 5.00 X 0 0 0 DAVID DANZMAYR MUSIC DIRECTOR 35.00 0.00 X 328610 0 31405 SARAH KWAK CONCERTMASTER 35.00 0.00 X 199867 0 12793 HILARY BLAKEMORE VP DEVELOPMENT 30.00 5.00 X 142677 0 17325 STEVE WENIG VP & GM 30.00 5.00 X 121915 0 26876 CLEMENT SO VP PROGRAMMING 35.00 0.00 X 105329 0 23251 1527941 0 207195 23 0 1 0 DOCUMART COPIES & PRINTING 3310 NW YEON PORTLAND OR 97210 COPIES & PRINTING SERVICES 358870 SCHNITZER PROPERTIES REALTY LLC UNIT 50 PO BOX 4500 PORTLAND OR 972084500 RENT 268427 GEMINI XIII DBA INFINITE AGENCY LLC 2122 KIDWELL ST DALLAS TX 75214 ADVERTISING SERVICES 254432 OPUS 3 ARTISTS LLC 348 WEST 57TH STREET SUITE 282 NEW YORK NY 10019 GUEST ARTIST FEES 233004 WILLIAM MORRIS ENDEAVOR ENTERTAINMENT L 9601 WILSHIRE BLVD 3RD FLOOR BEVERLY HILLS CA 90210 GUEST ARTIST FEES 206261 9 614618 1541712 515004 6781158 875411 9452492 CONCERT TICKETS & FEES 711130 9556808 9556808 9556808 310010 310010 7724053 7657889 66164 66164 66164 223700 1541712 223700 0 OTHER INCOME 900099 45595 45595 45595 19431069 9556808 0 421769 X 10000 10000 485471 485471 10452084 8800520 879903 771661 553954 466422 46634 40898 2157607 1816677 181637 159293 1052152 885898 88575 77679 22169 22169 159000 159000 37064 37064 79571 79571 3479177 3335102 28646 115429 1411147 1300930 110217 914705 419587 18979 476139 9839 9839 1261128 1118008 49490 93630 224832 130568 27255 67009 52669 52669 1700 1700 210129 84051 63039 63039 77108 77108 PERFORMANCE EXPENSE 1756154 1623187 82195 50772 EQUIPMENT & MAINTENANCE 607484 556895 30268 20321 OTHER OPERATING EXPENSE 350980 249301 2009 99670 DUES & SUBSCRIPTIONS 184721 99092 65442 20187 103479 84663 18816 25654324 21033570 2417746 2203008 2960603 1902470 3408366 2736751 6772628 3437546 81958 190793 0 51150 294679 264799 2949325 1580025 1119858 1369300 90683 100559 17120835 17579741 31849610 27633109 1062578 1022555 3414859 4235712 2595892 2371949 7073329 7630216 X 5481888 2471915 19294393 17530978 24776281 20002893 31849610 27633109 -6223255 1449867 0 X X 0 1 X 1 0 X 13053221 16670994 7913809 15478617 9452492 62569133 13053221 16670994 7913809 15478617 9452492 62569133 8826057 53743076 64778 195016 255417 486848 310010 1312069 102579 53865 40766 47913 5243 250366 64131568 37500438 0.83800 0.85890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16870984 1678314 4024560 14524738 16091731 17195 1546875 784817 16870984 15599802 359496 872619 740186 16091731 17885630 2435 -1264920 1023343 15599802 10585263 3695895 4012340 680868 17885630 0.00000 0.72689 0.27311 1 0 190070 29780 160290 1982321 1256433 725888 776934 293812 483122 1369300 OPERATING LEASE ASSETS 2299403 INSURANCE POLICIES 755602 BENEFICIAL INTEREST IN ASSETS HELD BY OCF 14524736 17579741 CHARITABLE GIFT ANNUITY 9545 OPERATING LEASE LIABILITIES 2362404 2371949 X 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. X X X X X X X 1 BENNETT DIRECT 324 EAST WISCONSIN AVENUE SUITE 12 MILWAUKEE WI 53202 TELEPHONE FUNDRAISING 0 107624 37064 70560 107624 37064 70560 OR SPRING GALA 1696735 1521611 175124 142270 32855 FALL GALA 48327 4918 43409 35265 8144 1 20350 15183 5167 3529 1637 1765412 1541712 223700 181064 42636 223700 0 1 ALL CLASSICAL RADIO 222 SW COLUMBIA ST SUITE 300 PORTLAND OR 97201 931042868 501(C)(3) 10000 0 2025 WONDER AWARD 1 0 PART I, LINE 2: 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. X 1 0 X X X X X 0 0 0 0 0 0 0 1 0 ISAAC THOMPSON PRESIDENT/CEO 322009 0 52000 0 33000 0 0 0 16782 0 423791 0 0 0 DAVID DANZMAYR MUSIC DIRECTOR 295610 0 0 0 33000 0 14450 0 16955 0 360015 0 0 0 SARAH KWAK CONCERTMASTER 199867 0 0 0 0 0 4224 0 8569 0 212660 0 0 0 HILARY BLAKEMORE VP DEVELOPMENT 142677 0 0 0 0 0 8250 0 9075 0 160002 0 0 0 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. X 1 25000 EXPECTED SALE PRICE X 418 FAIR MARKET VALUE X 30 590756 FAIR MARKET VALUE X FUNDRAISING ITEMS 17 202595 FAIR MARKET VALUE X FOOD & BEVERAGE 36 68226 FAIR MARKET VALUE X ROAD PODIUM 1 1895 FAIR MARKET VALUE 0 1 1 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. 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. 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 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 OREGON SYMPHONY ASSOCIATION IN SALEM L 147000 FAIR MARKET VALUE