2012-05-14T16:51:29-05:00 2011-06-30 MCDONALD JACOBS PC 520 SW YAMHILL STE 500 PORTLAND OR 97204 990 2010-07-01 930446527 OREGON SYMPHONY ASSOCIATION OREG 5032284294 921 SW WASHINGTON SUITE 200 PORTLAND OR 972052819 ELAINE CALDER 5032284294 2012-05-14 1 SANG AHN 5032270581 2010 2016-02-24 21:20:13Z ELAINE CALDER 921 SW WASHINGTON SUITE 200 PORTLAND OR 972052819 13513819 0 X WWW.ORSYMPHONY.ORG X 1896 OR TO INSPIRE A LOVE AND UNDERSTANDING OF MUSIC IN OUR LIVES BY BRINGING GREAT MUSIC TO ALL. 35 32 247 112 0 0 6697012 5909777 5877905 6497711 -268597 235208 20965 290841 12327285 12933537 0 0 0 0 8362610 8673888 58488 40972 670150 4962836 5145119 13383934 13859979 -1056649 -926442 14768716 15376960 3624311 3394649 11144405 11982311 X THE MISSION OF THE OREGON SYMPHONY IS TO INSPIRE A LOVE AND UNDERSTANDING OF MUSIC IN OUR LIVES BY BRINGING GREAT MUSIC TO ALL. ITS PRIMARY OBJECTIVE, IN THE WORDS OF MUSIC DIRECTOR CARLOS KALMAR, IS TO "TOUCH THE HEART AND SOUL OF EVERY OREGONIAN." 0 0 10806342 6497711 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. 10806342 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 94 0 1 247 1 0 0 0 0 0 0 0 0 0 0 X 35 32 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X JANET PLUMMER 5032284294 921 SW WASHINGTON SUITE 200 PORTLAND OR 972052819 TERRENCE R PANCOAST 20.00 X X 0 0 0 J CLAYTON HERING 10.00 X X 0 0 0 WALTER E WEYLER 10.00 X X 0 0 0 DOUGLAS CARLSON 10.00 X X 0 0 0 JAMES F DULCICH 10.00 X X 0 0 0 NELSON D ATKIN II 5.00 X 0 0 0 TED AUSTIN 5.00 X 0 0 0 EARL M CHILES 5.00 X 0 0 0 CONNIE CLARK 5.00 X 0 0 0 MARY CLARK 5.00 X 0 0 0 KRISTINE COLLINS 5.00 X 0 0 0 WILLIAM B EARLY 5.00 X 0 0 0 PETER FRAJOLA 40.00 X 76623 0 10254 CHARLES GALL 5.00 X 0 0 0 ZANLEY GALTON III 5.00 X 0 0 0 RICHARD GEARY 5.00 X 0 0 0 RENEE HOLZMAN 5.00 X 0 0 0 ALLISON HOWARD 5.00 X 0 0 0 GERALD R HULSMAN 5.00 X 0 0 0 JEFF JOHNSON 40.00 X 56319 0 18006 KELLY JOHNSON 5.00 X 0 0 0 THOMAS M LAUDERDALE 5.00 X 0 0 0 LOUIS MCCRAW 5.00 X 0 0 0 MARIA MOKRAI 5.00 X 0 0 0 TRACY MURPHY 5.00 X 0 0 0 MICHAEL OPTON 5.00 X 0 0 0 RONALD PARKER 5.00 X 0 0 0 JAMES RUDD 5.00 X 0 0 0 ANN SACKS 5.00 X 0 0 0 KARL SMITH 5.00 X 0 0 0 LARRY VOLLUM 5.00 X 0 0 0 JACK WILBORN 5.00 X 0 0 0 JEFFREY WORK 40.00 X 85247 0 10045 MICHAEL B WRAY 5.00 X 0 0 0 MARY CRIST 50.00 X 124175 0 12702 JANET PLUMMER 50.00 X 82479 0 12395 JUNE IWASAKI 40.00 X 118890 0 11847 DAVID BAMONTE 40.00 X 80924 0 19162 ELAINE CALDER 50.00 X X 251403 0 12464 795136 0 87713 3 0 1 0 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 11 237616 5672161 16000 5909777 CONCERT TICKET SALES 711130 6497711 6497711 6497711 108747 108747 703537 577076 126461 126461 126461 252400 3206 249194 249194 OTHER INCOME 900099 46735 46735 TRANSFER TO OSF 900099 -5088 -5088 41647 12933537 6497711 0 526049 596751 481622 91400 23729 6004477 4774145 977110 253222 270380 270380 1070338 965453 82556 22329 731942 607059 100488 24395 73112 73112 40972 40972 55995 55995 78490 54434 11999 12057 614634 614634 463070 166383 251433 45254 477710 334895 111373 31442 144875 144875 61576 11964 13280 36332 40839 15927 24912 29766 29766 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 89503 89503 13859979 10806342 2383487 670150 2314847 1982552 1692179 1271215 461224 334053 296385 330400 1115747 901863 223385 213884 9133036 10556150 647660 688706 14768716 15376960 314040 227004 3310271 3063446 0 104199 3624311 3394649 X -410120 -139555 3432610 3918251 8121915 8203615 11144405 11982311 14768716 15376960 X -926442 1764348 X 0 1 1 X 0 X 7721708 6314307 5662654 6697012 5898777 32294458 5526190 6101725 7150682 5877905 6497711 31154213 13247898 12416032 12813336 12574917 12396488 63448671 743064 500360 765106 672733 648720 3329983 0 743064 500360 765106 672733 648720 3329983 60118688 794171 483779 364392 126230 108747 1877319 794171 483779 364392 126230 108747 1877319 10788 8709 43799 20965 290841 375102 14052857 12908520 13221527 12722112 12796076 65701092 0.91500 0.91760 0.02860 0.03310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9119393 81700 1904873 703537 10402429 19193015 7350 1013676 11094648 9119393 27208348 74685 -6630848 1459170 19193015 0.79000 0.21000 1 0 1115747 901863 213884 213884 CHARITABLE GIFT ANNUITY LIABILITY 104199 104199 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 SD&A 5757 W CENTURY BLVD SUITE 300 LOS ANGELES CA 90045 TELEFUNDING 0 88469 40972 47497 88469 40972 47497 OR WA X X X X 0 0 0 0 0 0 0 0 0 ELAINE CALDER 251403 0 0 0 0 0 12464 0 0 0 263867 0 0 0 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. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS CONSISTENTLY MONITORS ANY POSSIBILITY OF A CONFLICT OF INTEREST. THERE HAVE BEEN NO CONFLICTS IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT: INITIALLY REVIEWED BY A NATIONAL SEARCH FIRM AND APPROVED BY BOARD OF DIRECTORS. PRESIDENT'S CONTRACT EXTENSION WAS REVIEWED BY BOARD COMMITTEE FOLLOWING RESEARCH AND ANALYSIS BY CHAIRMAN OF PREVIOUS ORGANIZATIONAL COMPENSATION PACKAGES AND OTHER ORGANIZATIONS. OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED BY THE PRESIDENT AND VP OF HUMAN RESOURCES WITH GUIDELINES PROVIDED BY INDUSTRY DATA AND SEARCH PROFESSIONALS. MUSICIAN DIRECTORS' COMPENSATION IS DETERMINED BY A COLLECTIVE BARGAINING AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: 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. OREGON SYMPHONY FOUNDATION 921 SW WASHINGTON SUITE 200 PORTLAND OR 97205 931225609 SUPPORT OF THE OREGON SYMPHONY ASSOCIATION OR 501(C)(3) LINE 11A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0