OREGON SYMPHONY ASSOCIATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- OREGON SYMPHONY ASSOCIATION (EIN 93-0446527)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201231359349306253
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-05-14T16:51:29-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL STE 500 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930446527 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SYMPHONY ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OREG | NameControl |
| Phone | 5032284294 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 921 SW WASHINGTON SUITE 200 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972052819 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELAINE CALDER | Name |
| Title | PRESIDENT | Title |
| Phone | 5032284294 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SANG AHN | Name |
| Phone | 5032270581 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ELAINE CALDER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 921 SW WASHINGTON SUITE 200 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972052819 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13513819 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ORSYMPHONY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1896 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | TO INSPIRE A LOVE AND UNDERSTANDING OF MUSIC IN OUR LIVES BY BRINGING GREAT MUSIC TO ALL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 247 | TotalNbrEmployees |
| Total Nbr Volunteers | 112 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6697012 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5909777 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5877905 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6497711 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -268597 | InvestmentIncomePriorYear |
| Investment Income Current Year | 235208 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 20965 | OtherRevenuePriorYear |
| Other Revenue Current Year | 290841 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12327285 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12933537 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8362610 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8673888 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 58488 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 40972 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 670150 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4962836 | OtherExpensePriorYear |
| Other Expenses Current Year | 5145119 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13383934 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13859979 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1056649 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -926442 | RevenuesLessExpensesCY |
| Total Assets BOY | 14768716 | TotalAssetsBOY |
| Total Assets EOY | 15376960 | TotalAssetsEOY |
| Total Liabilities BOY | 3624311 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3394649 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11144405 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11982311 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE OREGON SYMPHONY IS TO INSPIRE A LOVE AND UNDERSTANDING OF MUSIC IN OUR LIVES BY BRINGING GREAT MUSIC TO ALL. ITS PRIMARY OBJECTIVE, IN THE WORDS OF MUSIC DIRECTOR CARLOS KALMAR, IS TO "TOUCH THE HEART AND SOUL OF EVERY OREGONIAN." | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10806342 | Expense |
| Revenue | 6497711 | Revenue |
| Description | OREGON SYMPHONY SERVED OVER 225,000 PEOPLE IN FY'11 WITH 88 LIVE CONCERTS IN PORTLAND, SALEM, AND NEWBERG, INCLUDING CLASSICAL, POPS AND KID'S CONCERTS, AN ANNUAL FREE SUMMER WATERFRONT CONCERT, AND SPECIAL CONCERTS RANGING FROM GOSPEL AND JAZZ TO HOLIDAY AND WORLD MUSIC. WE ALSO PRESENTED AN AWARD-WINNING PROGRAM OF SEQUENTIAL, AGE-SPECIFIC EDUCATION AND COMMUNITY ENGAGEMENT CONCERTS, CLASSROOM VISITS AND TEACHING MATERIALS. THESE PROGRAMS HELPED UNDER-FUNDED SCHOOLS MEET STATE-MANDATED ARTS EDUCATION CURRICULUM BENCHMARKS; GAVE HIGH SCHOOL ENSEMBLES THEIR FIRST OPPORTUNITY TO PLAY "PROFESSIONALLY" IN THE ARLENE SCHNITZER CONCERT HALL LOBBY; AND HELPED LEARNERS OF ALL AGES TO APPRECIATE MUSIC AS AN ENRICHING AND LIFE-LASTING ART. OVER 20,000 STUDENTS FROM 120 SCHOOLS IN 16 COUNTIES PARTICIPATED IN OUR EDUCATION PROGRAMS IN FY'11; 65% OF THE STUDENTS ARE ECONOMICALLY DISADVANTAGED AND QUALIFY FOR THE FEDERAL FREE/REDUCED LUNCH PROGRAM. EDUCATION PROGRAMS AND RESOURCES INCLUDED: 20 SYMPHONY STORYTIMES AT PARTICIPATING PUBLIC LIBRARIES FOR PRE-SCHOOLERS AND THEIR PARENTS; 36 KINDERKONZERT ENSEMBLE PERFORMANCES HOSTED AT 3 PARTICIPATING TITLE 1 MAGNET SCHOOLS FOR STUDENTS (K-2) FROM 120 PORTLAND METRO AND SOUTHWEST WASHINGTON SCHOOLS AND HOME SCHOOLS; 4 YOUNG PEOPLE'S CONCERTS PERFORMED AT THE ARLENE SCHNITZER CONCERT HALL FOR STUDENTS (GRADES 3-8); 34 PRELUDES ENSEMBLE PERFORMANCES BY 586 STUDENTS IN AREA MIDDLE AND HIGH SCHOOLS, PERFORMED ON THE MEZZANINE LEVEL OF THE ARLENE SCHNITZER CONCERT HALL PRIOR TO SYMPHONY CONCERTS, (MUSICIANS THEN ATTEND THE EVENING'S CONCERT FOR FREE); 60 CLASSROOM VISITS TO 32 SCHOOLS BY 12 TRAINED DOCENTS PRECEDING THE CONCERTS; TEACHER'S GUIDES AND COMPLIMENTARY CDS FREE TO DOWNLOAD FROM WWW.ORSYMPHONY.ORG THAT ARE DEVELOPED BY SYMPHONY PROFESSIONALS FOR TEACHERS AND PARENTS TO USE IN PREPARATION FOR BOTH THE KINDERKONZERTS AND YOUNG PEOPLE'S CONCERTS. GUIDES PROVIDE FRAMEWORKS FOR TEACHING MUSIC (HISTORY, CONTEXT, USEFUL GLOSSARIES,) AS WELL AS PROJECTS DESIGNED FOR RELATING MUSIC TO OTHER CORE CURRICULUM CLASSES SUCH AS ENGLISH AND MATH. WE OFFERED TICKET AND TRANSPORTATION (BUS) SUBSIDIES TO QUALIFYING STUDENTS AND SCHOOLS IN ORDER TO ELIMINATE ANY BARRIERS TO PARTICIPATION DUE TO GEOGRAPHY OR FINANCES. | Description |
| Total Program Service Expense | 10806342 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 94 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 247 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET PLUMMER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5032284294 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 921 SW WASHINGTON SUITE 200 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972052819 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| TERRENCE R PANCOAST | |||||||
| CHAIR | 20.00 | X | X | 0 | 0 | 0 | |
| J CLAYTON HERING | |||||||
| VICE CHAIR | 10.00 | X | X | 0 | 0 | 0 | |
| WALTER E WEYLER | |||||||
| VICE CHAIR | 10.00 | X | X | 0 | 0 | 0 | |
| DOUGLAS CARLSON | |||||||
| TREASURER | 10.00 | X | X | 0 | 0 | 0 | |
| JAMES F DULCICH | |||||||
| SECRETARY | 10.00 | X | X | 0 | 0 | 0 | |
| NELSON D ATKIN II | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| TED AUSTIN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| EARL M CHILES | |||||||
| LIFE DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| CONNIE CLARK | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| MARY CLARK | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| KRISTINE COLLINS | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| WILLIAM B EARLY | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| PETER FRAJOLA | |||||||
| MUSICIAN AND DIRECTOR | 40.00 | X | 76623 | 0 | 10254 | ||
| CHARLES GALL | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ZANLEY GALTON III | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| RICHARD GEARY | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| RENEE HOLZMAN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ALLISON HOWARD | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| GERALD R HULSMAN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JEFF JOHNSON | |||||||
| MUSICIAN AND DIRECTOR | 40.00 | X | 56319 | 0 | 18006 | ||
| KELLY JOHNSON | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| THOMAS M LAUDERDALE | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| LOUIS MCCRAW | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| MARIA MOKRAI | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| TRACY MURPHY | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| MICHAEL OPTON | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| RONALD PARKER | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JAMES RUDD | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ANN SACKS | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| KARL SMITH | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| LARRY VOLLUM | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JACK WILBORN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JEFFREY WORK | |||||||
| MUSICIAN AND DIRECTOR | 40.00 | X | 85247 | 0 | 10045 | ||
| MICHAEL B WRAY | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| MARY CRIST | |||||||
| VP GENERAL MANAGER | 50.00 | 124175 | 0 | 12702 | X | ||
| JANET PLUMMER | |||||||
| VP FINANCE & ADMIN | 50.00 | X | 82479 | 0 | 12395 | ||
| JUNE IWASAKI | |||||||
| MUSICIAN | 40.00 | 118890 | 0 | 11847 | X | ||
| DAVID BAMONTE | |||||||
| MUSICIAN | 40.00 | 80924 | 0 | 19162 | X | ||
| ELAINE CALDER | |||||||
| PRESIDENT AND DIRECTOR | 50.00 | X | X | 251403 | 0 | 12464 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 795136 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 87713 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CRAMERMARDER ARTISTS-SAN FRANCISCO | |||||
| 3436 SPRINGHILL ROAD | LAFAYETTE | CA | 94549 | ARTIST AND MUSIC DIR. AGENT SERVICES | 451929 |
| SD&A TELESERVICES INC | |||||
| 5757 WEST CENTURY BLVD SUITE 300 | LOS ANGELES | CA | 90045 | TELEFUNDING/TELE- MARKETING SERVICES | 314263 |
| OREGONIAN PUBLISHING | |||||
| PO BOX 4221 | PORTLAND | OR | 97208 | ADVERTISING | 220044 |
| LAN SERVICE GROUP OF PORTLAND | |||||
| 18250 SOUTH CLARK LANE | OREGON CITY | OR | 97045 | INFORMATION TECHNOLOGY SERVICES | 189098 |
| IMG ARTISTS LLC | |||||
| 152 WEST 57TH STREET FIFTH FLOOR | NEW YORK | NY | 10019 | ARTIST AGENT | 177265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Government Grants | 237616 | GovernmentGrants |
| All Other Contributions | 5672161 | AllOtherContributions |
| Noncash Contributions | 16000 | NoncashContributions |
| Total Contributions | 5909777 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONCERT TICKET SALES | Description |
| Business Code | 711130 | BusinessCode |
| Total Revenue Column | 6497711 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6497711 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6497711 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 108747 | TotalRevenueColumn |
| Exclusion | $108,747 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 703537 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 577076 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 126461 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 126461 | TotalRevenueColumn |
| Exclusion | $126,461 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 252400 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 3206 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 249194 | TotalRevenueColumn |
| Exclusion | $249,194 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| OTHER INCOME | 900099 | 46735 | $46,735 |
| TRANSFER TO OSF | 900099 | -5088 | -$5,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 41647 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12933537 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6497711 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $526,049 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 596751 | Total |
| Program Services | 481622 | ProgramServices |
| Management And General | 91400 | ManagementAndGeneral |
| Fundraising | 23729 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6004477 | Total |
| Program Services | 4774145 | ProgramServices |
| Management And General | 977110 | ManagementAndGeneral |
| Fundraising | 253222 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270380 | Total |
| Program Services | 270380 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1070338 | Total |
| Program Services | 965453 | ProgramServices |
| Management And General | 82556 | ManagementAndGeneral |
| Fundraising | 22329 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 731942 | Total |
| Program Services | 607059 | ProgramServices |
| Management And General | 100488 | ManagementAndGeneral |
| Fundraising | 24395 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73112 | Total |
| Management And General | 73112 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40972 | Total |
| Fundraising | 40972 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55995 | Total |
| Management And General | 55995 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78490 | Total |
| Program Services | 54434 | ProgramServices |
| Management And General | 11999 | ManagementAndGeneral |
| Fundraising | 12057 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 614634 | Total |
| Program Services | 614634 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 463070 | Total |
| Program Services | 166383 | ProgramServices |
| Management And General | 251433 | ManagementAndGeneral |
| Fundraising | 45254 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 477710 | Total |
| Program Services | 334895 | ProgramServices |
| Management And General | 111373 | ManagementAndGeneral |
| Fundraising | 31442 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144875 | Total |
| Program Services | 144875 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61576 | Total |
| Program Services | 11964 | ProgramServices |
| Management And General | 13280 | ManagementAndGeneral |
| Fundraising | 36332 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40839 | Total |
| Program Services | 15927 | ProgramServices |
| Management And General | 24912 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29766 | Total |
| Management And General | 29766 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| GUEST ARTISTS | 1188231 | 1188231 | ||
| CONTRACT LABOR | 907106 | 474047 | 433059 | |
| MISCELLANEOUS | 379241 | 222782 | 109505 | 46954 |
| OTHER PRODUCTION EXPENS | 361148 | 361148 | ||
| DONOR CAMPAIGN EXPENSE | 179823 | 28860 | 17499 | 133464 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89503 | Total |
| Program Services | 89503 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13859979 | Total |
| Program Services | 10806342 | ProgramServices |
| Management And General | 2383487 | ManagementAndGeneral |
| Fundraising | 670150 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2314847 | BOY |
| EOY | 1982552 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1692179 | BOY |
| EOY | 1271215 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 461224 | BOY |
| EOY | 334053 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 296385 | BOY |
| EOY | 330400 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1115747 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 901863 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223385 | BOY |
| EOY | 213884 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9133036 | BOY |
| EOY | 10556150 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 647660 | BOY |
| EOY | 688706 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14768716 | BOY |
| EOY | 15376960 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 314040 | BOY |
| EOY | 227004 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3310271 | BOY |
| EOY | 3063446 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 104199 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3624311 | BOY |
| EOY | 3394649 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -410120 | BOY |
| EOY | -139555 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3432610 | BOY |
| EOY | 3918251 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8121915 | BOY |
| EOY | 8203615 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11144405 | BOY |
| EOY | 11982311 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14768716 | BOY |
| EOY | 15376960 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -926442 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1764348 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7721708 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6314307 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5662654 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6697012 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5898777 | CurrentTaxYear |
| Total | 32294458 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5526190 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6101725 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7150682 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5877905 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6497711 | CurrentTaxYear |
| Total | 31154213 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13247898 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12416032 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12813336 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12574917 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12396488 | CurrentTaxYear |
| Total | 63448671 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 743064 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 500360 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 765106 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 672733 | CurrentTaxYearMinus1Year |
| Current Tax Year | 648720 | CurrentTaxYear |
| Total | 3329983 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 743064 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 500360 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 765106 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 672733 | CurrentTaxYearMinus1Year |
| Current Tax Year | 648720 | CurrentTaxYear |
| Total | 3329983 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 60118688 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 794171 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 483779 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 364392 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 126230 | CurrentTaxYearMinus1Year |
| Current Tax Year | 108747 | CurrentTaxYear |
| Total | 1877319 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 794171 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 483779 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 364392 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 126230 | CurrentTaxYearMinus1Year |
| Current Tax Year | 108747 | CurrentTaxYear |
| Total | 1877319 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10788 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8709 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 43799 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20965 | CurrentTaxYearMinus1Year |
| Current Tax Year | 290841 | CurrentTaxYear |
| Total | 375102 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14052857 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12908520 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13221527 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12722112 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12796076 | CurrentTaxYear |
| Total | 65701092 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.91500 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.91760 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02860 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03310 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9119393 | BeginningOfYearBalance |
| Contributions | 81700 | Contributions |
| Investment Earnings Or Losses | 1904873 | InvestmentEarningsOrLosses |
| Other Expenditures | 703537 | OtherExpenditures |
| End Of Year Balance | 10402429 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19193015 | BeginningOfYearBalance |
| Contributions | 7350 | Contributions |
| Investment Earnings Or Losses | 1013676 | InvestmentEarningsOrLosses |
| Other Expenditures | 11094648 | OtherExpenditures |
| End Of Year Balance | 9119393 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27208348 | BeginningOfYearBalance |
| Contributions | 74685 | Contributions |
| Investment Earnings Or Losses | -6630848 | InvestmentEarningsOrLosses |
| Other Expenditures | 1459170 | OtherExpenditures |
| End Of Year Balance | 19193015 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.79000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.21000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1115747 | OtherCostOrOtherBasis |
| Depreciation | 901863 | Depreciation |
| Book Value | 213884 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 213884 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHARITABLE GIFT ANNUITY LIABILITY | Description |
| Amount | $104,199 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 104199 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SD&A | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5757 W CENTURY BLVD SUITE 300 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 88469 | GrossReceipts |
| Amount Retained By Contractor | 40972 | AmountRetainedByContractor |
| Net To Organization | 47497 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 88469 | TotalGrossReceipts |
| Total Retained By Contractors | 40972 | TotalRetainedByContractors |
| Total Net To Organization | 47497 | TotalNetToOrganization |
| Licensed States | OR | LicensedStates |
| Licensed States | WA | LicensedStates |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ELAINE CALDER | NamePerson |
| Base Compensation Filing Org | 251403 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 12464 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 263867 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD DURING THE INTERVALS BETWEEN FULL BOARD MEETINGS. THE EXECUTIVE COMMITTEE POSSESSES FULL POWER OF THE BOARD. IN FISCAL YEAR 2010/11, THE EXECUTIVE COMMITTEE HAD 14 MEMBERS INCLUDING THE OFFICERS, THE COMMITTEE CHAIRS, AND OTHER BOARD MEMBERS APPOINTED BY THE CHAIR. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS WHO ELECT THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERSHIP AT AN ANNUAL MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 WILL BE REVIEWED BY THE FINANCE AND EXECUTIVE COMMITTEES PRIOR TO SUBMISSION TO THE IRS. THE FULL BOARD WILL RECEIVE AN ELECTRONIC OR PRINTED VERSION OF THE FORM 990. | |
| THE BOARD OF DIRECTORS CONSISTENTLY MONITORS ANY POSSIBILITY OF A CONFLICT OF INTEREST. THERE HAVE BEEN NO CONFLICTS IDENTIFIED. | FORM 990, PART VI, SECTION B, LINE 12C | |
| PRESIDENT: INITIALLY REVIEWED BY A NATIONAL SEARCH FIRM AND APPROVED BY BOARD OF DIRECTORS. PRESIDENT'S CONTRACT EXTENSION WAS REVIEWED BY BOARD COMMITTEE FOLLOWING RESEARCH AND ANALYSIS BY CHAIRMAN OF PREVIOUS ORGANIZATIONAL COMPENSATION PACKAGES AND OTHER ORGANIZATIONS. OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED BY THE PRESIDENT AND VP OF HUMAN RESOURCES WITH GUIDELINES PROVIDED BY INDUSTRY DATA AND SEARCH PROFESSIONALS. MUSICIAN DIRECTORS' COMPENSATION IS DETERMINED BY A COLLECTIVE BARGAINING AGREEMENT. | FORM 990, PART VI, SECTION B, LINE 15 | |
| GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,723,512. CHANGE IN LIFE INSURANCE VALUE 40,836. TOTAL TO FORM 990, PART XI, LINE 5: 1,764,348. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON SYMPHONY FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 921 SW WASHINGTON SUITE 200 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931225609 | EIN |
| Primary Activities | SUPPORT OF THE OREGON SYMPHONY ASSOCIATION | PrimaryActivities |
| Legal Domicile State | OR | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |