Civic Intelligence

Eugene Symphony Foundation

990 • Fiscal year 2023 • EIN 87-1426618

Jul 01, 2022 to Jun 30, 2023 • Filed on May 15, 2024

Organization ProfileN/A
115 W 8th Ave Ste 115Eugene, OR 97401

(541) 687-9487

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

4th percentile

-109%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

60th percentile

$150,899

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 65.3% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

47th percentile

4.4%

Faster asset growth than 47% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-8.7%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$7,649,044

Up $320,193 (+4.4%) from 2022

Net Assets

Up

$7,649,044

Up $320,193 (+4.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin4th percentile

Revenue

Down

$231,088

Down $22,017 (-8.7%) from 2022

Expenses

Up

$483,451

Up $181,661 (+60%) from 2022

Net Income

Down

-$252,363

Down $203,678 (-418%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2022: $7,328,851Liabilities 2022: $0Net Assets 2022: $7,328,8512022Assets 2023: $7,649,044Liabilities 2023: $0Net Assets 2023: $7,649,0442023Assets 2024: $7,431,828Liabilities 2024: $0Net Assets 2024: $7,431,8282024

Highlighted filing

2023

Assets$7,649,044
Liabilities$0
Net Assets$7,649,044
Open 2023 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2022: $253,105Expenses 2022: $301,790Net Income 2022: -$48,6852022Revenue 2023: $231,088Expenses 2023: $483,451Net Income 2023: -$252,3632023Revenue 2024: $277,488Expenses 2024: $1,218,263Net Income 2024: -$940,7752024

Highlighted filing

2023

Revenue$231,088
Expenses$483,451
Net Income-$252,363
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 15, 2024
Return Version
2022v5.0
Gross Receipts
$240,480
Mission and Program Overview

Mission

Support of the Eugene Symphony Association

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,557,111$4,899,513▲ $342,402
Cash and Non-Interest-Bearing Accounts$42,755$37,246▼ $5,509
Accounts Receivable$500$10,500▲ $10,000
Pledges and Grants Receivable$15,797$5,797▼ $10,000
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$7,328,851$7,649,044▲ $320,193
Other Assets Total$2,712,688$2,695,988▼ $16,700
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,674,755$5,012,018▲ $337,263
Net Assets With Donor Restrictions$2,654,096$2,637,026▼ $17,070
Total Net Assets Fund Balance$7,328,851$7,649,044▲ $320,193
Total Liabilities and Net Assets / Fund Balance$7,328,851$7,649,044▲ $320,193

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,637,027--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$7,328,851$110,000▲ $693,644$428,492$7,649,044
2022$8,241,978$66,658▼ $677,995$243,682$7,328,851
Compensation and Service Providers
Top Officer Pay60th percentile

Board Members and Trustees

NameTitle
Varner J Johns IIIChairman
Silva ChambersVice President
Scott FreckExecutive Director
Alicia VorheesTrustee
Ann Marie MehlumTrustee
John WatkinsonTrustee
Zach BlalackTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$110,000
Program Service Revenue
$0
Investment Income
$121,088
Other Revenue
$0
All Other Contributions
$10,000
Change in Net Assets
$-252,363
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$428,492
Other Expenses$54,959
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$428,492--$428,492
Fees for Services Other-$54,724-$54,724
Other Expenses-$235-$235
Total Functional Expenses$428,492$54,959$0$483,451
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eugene Symphony AssociationEugene, OR-Program Support$428,492
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“there are no committees that act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The return is first reviewed by the finance and administrative director. Then the return is reviewed by the board treasurer and the executive director.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Eugene Symphony Foundation
EIN
87-1426618
Phone
5416879487
Address
115 W 8th Ave Ste 115, Eugene, OR 97401

Signing Officer

Name
Dave Moss
Title
Executive Director
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Moss
Formed
2021
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
6

Preparer

Firm
Powers Howard Quimby LLP
Address
450 Country Club Rd Suite 250, Eugene, OR 97401
Preparer
Marta Powers
Phone
5413574557
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Symphony and the Foundation are exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. However, the Organization is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. The Symphony and the Foundation are not private foundations.The Organization evaluates its tax posotions for any uncertainties based on the technical merits of the positions taken. Management has evaluated the Organization's tax positions and concluded that there are no uncertain tax positions that require adjustment to the consolidated financial statements.”

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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07328851
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0110000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07649044
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0693644
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0428492
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt058108
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08241978
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt066658
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07328851
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-677995
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0243682
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt012684
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt146277
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt22637027
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Accrued Interest Receivable
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Beneficial Interests in Trusts
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Oregon Community Fund Component Fund
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.65520
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Symphony and the Foundation are exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. However, the Organization is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. The Symphony and the Foundation are not private foundations.The Organization evaluates its tax posotions for any uncertainties based on the technical merits of the positions taken. Management has evaluated the Organization's tax positions and concluded that there are no uncertain tax positions that require adjustment to the consolidated financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02695988
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0428492
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Program Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Eugene Symphony Association
IRS990ScheduleI/RecipientTable/RecipientEIN0930556298
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0115 W 8th Ave Ste 115
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Eugene
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097401
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Distributions from the foundation to the Association are given for general operations. No restrictions are placed on how these funds are used. The Association uses GAAP for handling all revenue, and adheres to strictly enforced financial procedures.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0137718
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt05509
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt07672
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Scott Freck
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Dir.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0150899
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0there are no committees that act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The return is first reviewed by the finance and administrative director. Then the return is reviewed by the board treasurer and the executive director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Eugene Symphony Association Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930556298
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Music
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0115 W 8th Ave Ste 115
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Eugene
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097401
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0428492
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1100000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV of contrib
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV of contrib
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Eugene Symphony Association Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Eugene Symphony Association Inc

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,649,044
Liabilities
$0
Net assets
$7,649,044
Revenue
$231,088
Expenses
$483,451
Net income
-$252,363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$0.28$1.22$0.94
2023Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$0.23$0.48$0.25
2022Summary only. Only limited summary data is available for this year.$7.33$0.00$7.33$0.25$0.30$0.05