OREGON SYMPHONY ASSOCIATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- OREGON SYMPHONY ASSOCIATION (EIN 93-0446527)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-09
- IRS object ID
- 201101299349300245
- Schema version
- 2009v1.7
- 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 | 2011-05-09T16:01:22-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 | 2009-07-01 | 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 | 2011-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cindy Bartholomew | Name |
| Phone | 5032270581 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 24602278 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 241 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5662654 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6697012 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7150682 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5877905 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -2785714 | InvestmentIncomePriorYear |
| Investment Income Current Year | -268597 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 23472 | OtherRevenuePriorYear |
| Other Revenue Current Year | 20965 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10051094 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12327285 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9170897 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8362610 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 58488 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 659064 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5759110 | OtherExpensePriorYear |
| Other Expenses Current Year | 4962836 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14930007 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13383934 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4878913 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1056649 | RevenuesLessExpensesCY |
| Total Assets BOY | 21731122 | TotalAssetsBOY |
| Total Assets EOY | 14768716 | TotalAssetsEOY |
| Total Liabilities BOY | 10877205 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3624311 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10853917 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11144405 | NetAssetsOrFundBalancesEOY |
| 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 | 10409485 | Expense |
| Revenue | 5877905 | Revenue |
| Description | DURING ITS 2009/2010 SEASON, THE OREGON SYMPHONY PRODUCED MORE THAN 70 CONCERTS, PERFORMED AT THE ARLENE SCHNITZER CONCERT HALL IN PORTLAND AS WELL AS A 10-CONCERT SERIES AT WILLAMETTE UNIVERSITY IN SALEM. THESE DIVERSE PROGRAMS INCLUDED CLASSICAL, POPS, FAMILY AND CHILDREN'S CONCERTS AS WELL AS SPECIAL PERFORMANCES OFFERING GOSPEL, WORLD MUSIC AND JAZZ. IN ADDITION TO THE CONCERTS, THE OREGON SYMPHONY PRESENTED OVER 70 EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS, SPECIFICALLY DESIGNED FOR AGE GROUPS RANGING FROM PRE-SCHOOLERS THROUGH ADULTS.(SEE CONTINUATION ON SCHEDULE O.) (CONTINUED FROM PAGE 2) THE ESTIMATED TOTAL NUMBER SERVED THIS SEASON IS 243,000. THIS INCLUDES 125,000 PAID ATTENDEES; 70,000 ATTENDEES AT FREE PERFORMANCES OR COMP TICKETS; PLUS 48,000 PARTICIPANTS IN THE SYMPHONY'S EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS. OF THOSE, WE ESTIMATE THAT 90% ARE FROM THE PORTLAND METROPOLITAN AREA. THE SYMPHONY ENGAGED APPROXIMATELY 570 ARTISTS THIS YEAR TO PERFORM WITH THE ORCHESTRA [AS EXTRA (NON-SALARIED) MUSICIANS, GUEST ARTISTS, CHOIR MEMBERS-PORTLAND SYMPHONIC CHOIR, PACIFIC YOUTH CHOIR, NORTHWEST GOSPEL CHORUS] AND ALSO INVOLVED AN ESTIMATED 240 VOLUNTEER ARTISTS - STUDENT AND COMMUNITY ENSEMBLES THAT REGULARLY PERFORM IN THE LOBBY OF THE ARLENE SCHNITZER CONCERT HALL PRIOR TO OREGON SYMPHONY CONCERTS. THE OREGON SYMPHONY EMPLOYS 76 FULL TIME ORCHESTRA MUSICIANS, THREE CONDUCTORS AND 31 ADMINISTRATIVE FULL TIME EQUIVALENT EMPLOYEES. | Description |
| Total Program Service Expense | 10409485 | 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 | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 1 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 64 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 241 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | 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 (42 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 |
|---|---|---|---|---|---|---|---|
| WALTER E WEYLER | |||||||
| CHAIR | 20.00 | X | X | 0 | 0 | 0 | |
| J CLAYTON HERING | |||||||
| VICE CHAIR | 10.00 | X | X | 0 | 0 | 0 | |
| JAMES F DULCICH | |||||||
| SECRETARY | 10.00 | X | X | 0 | 0 | 0 | |
| DOUGLAS CARLSON | |||||||
| TREASURER | 10.00 | X | X | 0 | 0 | 0 | |
| NELSON D ATKIN II | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JILLIAN CAIN | |||||||
| 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 | ||
| WILLIAM B EARLY | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JULIE FURNARY | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| 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 | ||
| BARBARA GIESY | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| THOMAS GOODMAN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| CYNTHIA HAMPTON | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| RENEE HOLZMAN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| GERALD R HULSMAN | |||||||
| LIFE DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ROBYN JOHNSON | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| RICHARD KELLER II | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| THOMAS M LAUDERDALE | |||||||
| 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 | ||
| TERRENCE R PANCOAST | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| RONALD PARKER | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ERIC ROSENFELD | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JAMES H RUDD | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ANN SACKS | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| BEV SHEIN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| KARL SMITH | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| RICHARD STRONG | |||||||
| 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 | ||
| LINDA A WILLIAMS | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| MICHAEL B WRAY | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JEFFREY WORK | |||||||
| MUSICIAN AND DIRECTOR | 40.00 | X | 86507 | 0 | 10793 | ||
| NANCY IVES | |||||||
| MUSICIAN AND DIRECTOR | 40.00 | X | 71124 | 0 | 11074 | ||
| ELAINE CALDER | |||||||
| PRESIDENT AND DIRECTOR | 50.00 | X | X | 201470 | 0 | 9493 | |
| MARY CRIST | |||||||
| VP & GENERAL MGR | 50.00 | X | 124716 | 0 | 10608 | ||
| JANET PLUMMER | |||||||
| VP FINANCE & ADMIN | 50.00 | X | 66860 | 0 | 9493 | ||
| JUN IWASAKI | |||||||
| MUSICIAN | 40.00 | 121454 | 0 | 13740 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 672131 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 65201 | 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 | 364200 |
| SD&A TELESERVICES INC | |||||
| 5757 WEST CENTURY BLVD SUITE 300 | LOS ANGELES | CA | 90045 | TELEFUNDING/TELE- MARKETING SERVICES | 305686 |
| IMG ARTISTS | |||||
| 152 WEST 57TH STREET FIFTH FLOOR | NEW YORK | NY | 10019 | GUEST ARTIST AND CONDUCTOR AGENT SVCS | 236402 |
| LAN SERVICE GROUP OF PORTLAND | |||||
| 18250 SOUTH CLARK LANE | OREGON CITY | OR | 97045 | INFORMATION TECHNOLOGY SERVICES | 189098 |
| OPUS 3 ARTISTS LLC | |||||
| 470 PARK AVENUE SOUTH NINTH FLOOR | NEW YORK | NY | 10016 | GUEST ARTIST AGENT SERVICES | 174000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 185724 | FundraisingEvents |
| Government Grants | 217566 | GovernmentGrants |
| All Other Contributions | 6293722 | AllOtherContributions |
| Noncash Contributions | 11588 | NoncashContributions |
| Total Contributions | 6697012 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONCERT TICKET SALES | Description |
| Business Code | 711130 | BusinessCode |
| Total Revenue Column | 5877905 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5877905 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5877905 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 126230 | TotalRevenueColumn |
| Exclusion | $126,230 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11838030 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12232857 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -394827 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -394827 | TotalRevenueColumn |
| Exclusion | -$394,827 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 35400 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 185724 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 42136 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6736 | TotalRevenueColumn |
| Exclusion | -$6,736 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER INCOME | 900099 | 33848 | 33848 |
| TRANSFER TO OSF | 900099 | -6147 | -6147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 27701 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12327285 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5905606 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$275,333 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 591510 | Total |
| Program Services | 475345 | ProgramServices |
| Management And General | 92121 | ManagementAndGeneral |
| Fundraising | 24044 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5848803 | Total |
| Program Services | 4642428 | ProgramServices |
| Management And General | 952638 | ManagementAndGeneral |
| Fundraising | 253737 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259634 | Total |
| Program Services | 259634 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 970802 | Total |
| Program Services | 877792 | ProgramServices |
| Management And General | 82374 | ManagementAndGeneral |
| Fundraising | 10636 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 691861 | Total |
| Program Services | 567908 | ProgramServices |
| Management And General | 96921 | ManagementAndGeneral |
| Fundraising | 27032 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116783 | Total |
| Program Services | 93212 | ProgramServices |
| Management And General | 19285 | ManagementAndGeneral |
| Fundraising | 4286 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58488 | Total |
| Fundraising | 58488 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73970 | Total |
| Management And General | 73970 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44919 | Total |
| Program Services | 35456 | ProgramServices |
| Management And General | 6991 | ManagementAndGeneral |
| Fundraising | 2472 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 628839 | Total |
| Program Services | 628839 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 479873 | Total |
| Program Services | 167096 | ProgramServices |
| Management And General | 273409 | ManagementAndGeneral |
| Fundraising | 39368 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 468372 | Total |
| Program Services | 316221 | ProgramServices |
| Management And General | 119270 | ManagementAndGeneral |
| Fundraising | 32881 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16200 | Total |
| Program Services | 16200 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36296 | Total |
| Program Services | 5250 | ProgramServices |
| Management And General | 7702 | ManagementAndGeneral |
| Fundraising | 23344 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28564 | Total |
| Program Services | 22799 | ProgramServices |
| Management And General | 4717 | ManagementAndGeneral |
| Fundraising | 1048 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53955 | Total |
| Program Services | 19018 | ProgramServices |
| Management And General | 34937 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32989 | Total |
| Program Services | 26330 | ProgramServices |
| Management And General | 5448 | ManagementAndGeneral |
| Fundraising | 1211 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| GUEST ARTISTS | 1178289 | 1178289 | ||
| CONTRACT LABOR | 924110 | 480331 | 443779 | |
| OTHER PRODUCTION EXPENS | 334700 | 334700 | ||
| DONOR CAMPAIGN EXPENSE | 179226 | 179226 | ||
| USHERS AND SECURITY | 162332 | 162332 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203419 | Total |
| Program Services | 100305 | ProgramServices |
| Management And General | 101823 | ManagementAndGeneral |
| Fundraising | 1291 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13383934 | Total |
| Program Services | 10409485 | ProgramServices |
| Management And General | 2315385 | ManagementAndGeneral |
| Fundraising | 659064 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 322670 | BOY |
| EOY | 2314847 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28898 | BOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 871518 | BOY |
| EOY | 1692179 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 375497 | BOY |
| EOY | 461224 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 388432 | BOY |
| EOY | 296385 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1084409 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 861024 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 266738 | BOY |
| EOY | 223385 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9637700 | BOY |
| EOY | 9133036 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9839669 | BOY |
| EOY | 647660 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21731122 | BOY |
| EOY | 14768716 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 940386 | BOY |
| EOY | 314040 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2936819 | BOY |
| EOY | 3310271 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7000000 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10877205 | BOY |
| EOY | 3624311 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -757080 | BOY |
| EOY | -410120 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2323932 | BOY |
| EOY | 3432610 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9287065 | BOY |
| EOY | 8121915 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10853917 | BOY |
| EOY | 11144405 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21731122 | BOY |
| EOY | 14768716 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 7320816 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7721708 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6314307 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5662654 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6697012 | CurrentTaxYear |
| Total | 33716497 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5535460 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5526190 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6101725 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7150682 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5877905 | CurrentTaxYear |
| Total | 30191962 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12856276 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13247898 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12416032 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12813336 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12574917 | CurrentTaxYear |
| Total | 63908459 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 486333 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 743064 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 500360 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 765106 | CurrentTaxYearMinus1Year |
| Current Tax Year | 672733 | CurrentTaxYear |
| Total | 3167596 | 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 | 486333 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 743064 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 500360 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 765106 | CurrentTaxYearMinus1Year |
| Current Tax Year | 672733 | CurrentTaxYear |
| Total | 3167596 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 60740863 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 424860 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 794171 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 483779 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 364392 | CurrentTaxYearMinus1Year |
| Current Tax Year | 126230 | CurrentTaxYear |
| Total | 2193432 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 424860 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 794171 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 483779 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 364392 | CurrentTaxYearMinus1Year |
| Current Tax Year | 126230 | CurrentTaxYear |
| Total | 2193432 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9063 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10788 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8709 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43799 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20965 | CurrentTaxYear |
| Total | 93324 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13290199 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14052857 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12908520 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13221527 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12722112 | CurrentTaxYear |
| Total | 66195215 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.91760 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.91680 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03310 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03730 | 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 | 19193015 | BeginningOfYearBalance |
| Contributions | 7350 | Contributions |
| Investment Earnings Or Losses | 1013676 | InvestmentEarningsOrLosses |
| Other Expenditures | 11094648 | OtherExpenditures |
| End Of Year Balance | 9119393 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 | 0.89000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.11000 | 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 | 1084409 | OtherCostOrOtherBasis |
| Depreciation | 861024 | Depreciation |
| Book Value | 223385 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 223385 | TotalOfBookValueLandBuildings |
| Total Revenue | 12327285 | TotalRevenue |
| Total Expenses | 13383934 | TotalExpenses |
| Excess Or Deficit For Year | -1056649 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1347137 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1347137 | TotalAdjustments |
| Excess Or Deficit Per FS | 290488 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14017079 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1347137 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 368344 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 48283 | OtherRevenues |
| Revenue Not Rptd F990 | 1763764 | RevenueNotRptdF990 |
| Revenue Subtotal | 12253315 | RevenueSubtotal |
| Investment Expenses Not Included | 73970 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 73970 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12327285 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13726591 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 368344 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 48283 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 416627 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13309964 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 73970 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 73970 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13383934 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | THE ORGANIZATION'S POLICY IS TO APPROPRIATE FOR DISTRIBUTION 5% OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR 12 QUARTERS THROUGH THE YEAR-END PRECEEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. |
| Part XII, Line 2d - Other Adjustments: | REVENUE REPORTED ON OREGON SYMPHONY FOUNDATION'S FORM 990 (EIN 93-1225609): 6147. SPECIAL EVENT EXPENSES NET WITH REVENUE FOR FORM 990: 42136. | |
| Part XIII, Line 2d - Other Adjustments: | EXPENSES REPORTED ON OREGON SYMPHONY FOUNDATION'S 990 (EIN 93-1225609): 6147. SPECIAL EVENT EXPENSES NET WITH REVENUE FOR FORM 990: 42136. |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 165226 | GrossReceipts |
| Amount Retained By Contractor | 58488 | AmountRetainedByContractor |
| Net To Organization | 106738 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 165226 | TotalGrossReceipts |
| Total Retained By Contractors | 58488 | TotalRetainedByContractors |
| Total Net To Organization | 106738 | TotalNetToOrganization |
| Licensed States | OR | LicensedStates |
| Licensed States | WA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FALL GALA | NameOfEvent1 |
| Gross Receipts Event1 | 221124 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 185724 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 35400 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 21663 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 3795 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 16678 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 221124 | GrossReceiptsTotal |
| Charitable Contributions Total | 185724 | CharitableContributionsTotal |
| Gross Revenue Total Events | 35400 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 21663 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 3795 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 16678 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 42136 | DirectExpenseSummaryEvents |
| Net Income Summary | -6736 | NetIncomeSummary |
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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELAINE CALDER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 201470 | 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 | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 9493 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 210963 | 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 (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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. THE EXECUTIVE COMMITTEE CURRENTLY HAS 13 MEMBERS, INCLUDING THE OFFICERS OF THE ASSOCIATION, 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. |
| 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. |
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 | 509(A)(3) TYPE 1 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| 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 |