PORTLAND CHOIR & ORCHESTRA: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PORTLAND CHOIR & ORCHESTRA (EIN 26-4239123)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2024-10-29
- IRS object ID
- 202403039349200545
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-29T14:25:59-07:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264239123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTLAND CHOIR & ORCHESTRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PORT | BusinessNameControlTxt |
| Phone | 5039154423 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6642 | AddressLine1Txt |
| City | Beaverton | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ken Hollenzer | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5039154423 | PhoneNum |
| Signature | 2024-10-29 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $176,810 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $114,273 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $47,310 | ProgramServiceRevenueAmt |
| Membership Dues | $8,611 | MembershipDuesAmt |
| Investment Income | $3,466 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $600 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $600 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $2,453 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $12,033 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$9,580 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $97 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $147 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | -$50 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
| Total Revenue | $164,630 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $0 | GrantsAndSimilarAmountsPaidAmt |
| Benefits Paid To Or For Members | $0 | BenefitsPaidToOrForMembersAmt |
| Salaries Other Comp Empl Bnft | $0 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $50,179 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $28,124 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $2,803 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $55,104 | OtherExpensesTotalAmt |
| Total Expenses | $136,210 | TotalExpensesAmt |
| Excess Or Deficit For Year | $28,420 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $216,077 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $244,497 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,503 | BOYAmt |
| EOY | $219,156 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,574 | BOYAmt |
| EOY | $25,341 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,077 | BOYAmt |
| EOY | $244,497 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,077 | BOYAmt |
| EOY | $244,497 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Orchestra and choir performances. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | (1) December 2023 - concert held at Newmark theater in Portland; (2) Spring 2024 - Concert at Rolling Hills church. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $98,000 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| David Thomas | ||||
| Artistic Director | 4.00 | $10,000 | $0 | $0 |
| Edward Higgins | ||||
| Orchestra Director | 1.00 | $7,000 | $0 | $0 |
| Ken Hollenzer | ||||
| Executive Director | 3.00 | $4,000 | $0 | $0 |
| Brad Goodwin | ||||
| Executive Producer | 2 | $1,500 | $0 | $0 |
| Kerry Morgan | ||||
| VP Finance | 0 | $0 | $0 | $0 |
| Kristi Crusan | ||||
| Treasurer | 1 | $0 | $0 | $0 |
| Jennie Peterson | ||||
| Assistant Choir Director | 1 | $1,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Form1120 Pol Filed | 0 | Form1120PolFiledInd |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kristi Crusan | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21105 NW Third Court | AddressLine1Txt |
| City | Ridgefield | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98642 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3606246717 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $116,942 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $114,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $113,854 | CurrentTaxYearAmt |
| Total | $405,315 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,622 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,354 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,886 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,310 | CurrentTaxYearAmt |
| Total | $165,172 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,296 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $181,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $161,164 | CurrentTaxYearAmt |
| Total | $570,487 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $570,487 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,466 | CurrentTaxYearAmt |
| Total | $4,539 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,466 | CurrentTaxYearAmt |
| Total | $4,539 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,047 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,579 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $182,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $164,630 | CurrentTaxYearAmt |
| Total | $575,026 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99211 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99791 | PublicSupportPY509Pct |
| Investment Income CY | 0.00789 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00209 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 8 | Description;Amount^None;0^Total;0^ |
| Form 990-EZ, Part I, Line 16 | Description;Amount^Depreciationi expense;9675|Production expense;2925|Equipment expense;8325|Advertising & promotion expense;11612|Choir music expense;4002|Costume expense;2980|Scholarship awards;3150|Educational expense;5222|Insurance expense;2148|Travel expense;1513|Website management expense;1348|Misc expenses;2204^Total;55104^ |
| Form 990-EZ, Part II, Line 24 | Description;EOY Amount^Equipment;75071|Accumulated depreciation;-49730^Total;25341^ |