Civic Intelligence

Oregon Symphony Association

990 • Fiscal year 2012 • EIN 93-0446527

Jul 01, 2011 to Jun 30, 2012 • Filed on May 14, 2013

921 SW Washington No 20097205-2819
Siviq Scores

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

Liabilities / Assets

47th percentile

0.24x

Higher debt load relative to assets than 47% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

9th percentile

-10%

Faster asset growth than 9% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$13,832,913

Down $1,544,047 (-10%) from 2011

Net Assets

Down

$10,579,960

Down $1,402,351 (-12%) from 2011

Liabilities

Down

$3,252,953

Down $141,696 (-4.2%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$14,591,997

Up $732,018 (+5.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $14,768,716Liabilities 2010: $3,624,311Net Assets 2010: $11,144,4052010Assets 2011: $15,376,960Liabilities 2011: $3,394,649Net Assets 2011: $11,982,3112011Assets 2012: $13,832,913Liabilities 2012: $3,252,953Net Assets 2012: $10,579,9602012Assets 2013: $14,468,266Liabilities 2013: $3,595,588Net Assets 2013: $10,872,6782013Assets 2014: $15,606,300Liabilities 2014: $3,717,265Net Assets 2014: $11,889,0352014Assets 2015: $15,300,775Liabilities 2015: $3,688,858Net Assets 2015: $11,611,9172015Assets 2016: $15,199,796Liabilities 2016: $4,315,444Net Assets 2016: $10,884,3522016Assets 2017: $17,270,925Liabilities 2017: $4,175,199Net Assets 2017: $13,095,7262017Assets 2018: $24,323,667Liabilities 2018: $4,738,810Net Assets 2018: $19,584,8572018Assets 2019: $26,725,331Liabilities 2019: $4,493,887Net Assets 2019: $22,231,4442019Assets 2020: $21,520,375Liabilities 2020: $6,146,143Net Assets 2020: $15,374,2322020Assets 2021: $27,740,551Liabilities 2021: $6,635,404Net Assets 2021: $21,105,1472021Assets 2022: $28,423,833Liabilities 2022: $4,514,752Net Assets 2022: $23,909,0812022Assets 2023: $25,268,377Liabilities 2023: $5,093,084Net Assets 2023: $20,175,2932023Assets 2024: $31,849,610Liabilities 2024: $7,073,329Net Assets 2024: $24,776,2812024

Highlighted filing

2012

Assets$13,832,913
Liabilities$3,252,953
Net Assets$10,579,960

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $13,383,9342010Expenses 2011: $13,859,9792011Expenses 2012: $14,591,9972012Expenses 2013: $13,716,0392013Revenue 2014: $14,296,198Expenses 2014: $14,416,370Net Income 2014: -$120,1722014Revenue 2015: $15,698,232Expenses 2015: $16,014,735Net Income 2015: -$316,5032015Revenue 2016: $16,220,462Expenses 2016: $16,493,555Net Income 2016: -$273,0932016Revenue 2017: $19,692,249Expenses 2017: $18,547,539Net Income 2017: $1,144,7102017Revenue 2018: $25,440,541Expenses 2018: $19,702,964Net Income 2018: $5,737,5772018Revenue 2019: $21,867,678Expenses 2019: $19,855,371Net Income 2019: $2,012,3072019Revenue 2020: $13,520,879Expenses 2020: $20,319,995Net Income 2020: -$6,799,1162020Revenue 2021: $13,773,397Expenses 2021: $11,474,260Net Income 2021: $2,299,1372021Revenue 2022: $26,183,954Expenses 2022: $20,940,068Net Income 2022: $5,243,8862022Revenue 2023: $16,899,193Expenses 2023: $21,859,289Net Income 2023: -$4,960,0962023Revenue 2024: $26,312,526Expenses 2024: $22,990,647Net Income 2024: $3,321,8792024

Highlighted filing

2012

Revenue-
Expenses$14,591,997
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 14, 2013
Return Version
2011v1.5
Gross Receipts
$14,488,517
Mission and Program Overview

Mission

We serve our communities by creating outstanding live musical experiences. We annualy serve more than 225,000 community members through nearly 100 performances and provide educational and community engagement programs to over 60,000 through over 250 events.

Filing and Contact Details

Filer

EIN
93-0446527
Raw XML AppendixShowing 400 of 833 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDescription0TO INSPIRE A LOVE AND UNDERSTANDING OF MUSIC IN OUR LIVES BY BRINGING GREAT MUSIC TO ALL.
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IRS990/Description0IN THE 2011/2012 OREGON SYMPHONY SEASON, EMPHASIS WAS PLACED SQUARELY ON FISCAL RESPONSIBILITY AND ARTISTIC EXCELLENCE. WE HAVE WORKED DILIGENTLY TO RESTORE THE CONFIDENCE OF OUR COMMUNITY THROUGH CAREFUL STEWARDSHIP OF DONORS' FUNDS; AND HAVE DEEPENED OUR BASE OF SUPPORT BY ATTRACTING NEW CORPORATE, FOUNDATION AND INDIVIDUAL DONORS FOR A COMBINED TOTAL OF 3,517 DIFFERENT DONORS LAST YEAR. WE ARE PROUD TO REPORT THAT WE CLOSED THE FISCAL YEAR WITH A BALANCED BUDGET FOR THE THIRD CONSECUTIVE YEAR IN A ROW. WE REMAIN ENTIRELY DEBT FREE.(SEE SCHEDULE O FOR CONTINUATION.)SPECIFIC PROGRAM ACCOMPLISHMENTS INCLUDE: 88 CONCERTS IN TOTAL IN 2011/12 ATTENDED BY OVER 225,000 PEOPLE - 73 CONCERTS AT ARLENE SCHNITZER CONCERT HALL; 1 FREE SUMMER OUTDOOR CONCERT AT TOM MCCALL WATERFRONT PARK ATTENDED BY OVER 15,000; 9 CONCERTS AT SMITH AUDITORIUM ON THE WILLAMETTE UNIVERSITY CAMPUS IN SALEM; 1 FREE OUTDOOR CONCERT AT ROTARY CENTENNIAL PARK IN NEWBERG; 4 YOUNG PEOPLE'S CONCERTS (3 IN PORTLAND, 1 IN SALEM).- EARNED INCOME EXCEEDED $7.3 MILLION OR 51% OF THE SYMPHONY'S TOTAL BUDGET OF $14.3 MILLION.- PAID ATTENDANCE INCREASED 15%, FROM 131,435 IN FY11 TO 151,048 IN FY12. THE 73-PERFORMANCE SEASON IN THE 2780-SEAT ARLENE SCHNITZER CONCERT HALL SOLD AT 74.4% OF TOTAL CAPACITY.- TICKET SALES TO ALL SYMPHONY CONCERTS INCREASED 19% OVER THE PREVIOUS YEAR - UP 24% FROM THE DEPTHS OF THE RECESSION IN 2009/10.- SALES TO FIRST TIME TICKET BUYERS INCREASED 19%.- CLASSICAL SUBSCRIPTIONS INCREASED 34%, WITH CONCERTS PLAYING TO AN AVERAGE PAID ATTENDANCE OF 1,889 PEOPLE VERSUS THE 1,413 AVERAGE OF JUST TWO SEASONS AGO. OREGON AND ITS ORCHESTRA WERE HIT HARD BY THE RECESSION AND THE SYMPHONY HAS TAKEN TWO FULL SEASONS TO RECOVER.- DUE TO VERY HIGH DEMAND, REVENUE FROM SINGLE TICKET "SPECIAL" PERFORMANCES EXCEEDED $3 MILLION IN 2011/12, REPRESENTING 46% OF ALL SALES.- 22 SPECIAL CONCERTS PLAYED TO 83.4% PAID ATTENDANCE AND WERE ENJOYED BY OVER 51,000 SINGLE TICKET BUYERS.- 17 SOLD-OUT CONCERTS THIS SEASON COMPARED TO ONLY 3 SOLD-OUT CONCERTS THE PRIOR YEAR. THEY INCLUDED 5 CLASSICAL CONCERTS, 5 POPS CONCERTS, 4 SPECIALS AND ALL 3 KIDS CONCERTS.- IN ADDITION TO OUTSTANDING PROGRAMS OFFERED BY MUSIC DIRECTOR CARLOS KALMAR, THE ORCHESTRA PERFORMED WITH OVER 50 OF THE WORLD'S MOST GIFTED AND PRAISED GUEST CONDUCTORS AND ARTISTS THIS PAST SEASON, INCLUDING PINCHAS ZUKERMAN, JOSHUA BELL, ALBAN GERHARDT, ITZHAK PERLMAN, MEI-ANN CHEN, NADJA SALERNO-SONNENBERG, HERBIE HANCOCK, CHRIS BOTTI AND RENEE FLEMING.- COLLABORATIONS WITH OTHER ARTS GROUPS IN OUR AREA CONTINUE TO PROVE POPULAR WITH AUDIENCES. THIS YEAR'S FEATURED ARTS ORGANIZATIONS INCLUDED PORTLAND SYMPHONIC CHOIR, PACIFIC YOUTH CHOIR, NORTHWEST GOSPEL CHORUS, OREGON BALLET THEATRE AND PORTLAND YOUTH PHILHARMONIC.- AFTER A SIX-YEAR HIATUS DUE TO THE CHALLENGING ECONOMY, WE RESUMED BROADCASTING OF 4 SELECT CLASSICAL CONCERTS IN 2011/12. THIS WAS MADE POSSIBLE BY A $100,000 CHALLENGE GRANT WHICH WAS PLEDGED OVER THE HOLIDAYS. THE 4 CONCERTS AIRED (AND CONTINUE TO AIR IN UNLIMITED ROTATION) TO OVER 600,000 LISTENERS THROUGHOUT THE PACIFIC NORTHWEST OVER ALL CLASSICAL FM AND ITS NETWORK OF AFFILIATES, AND ARE STREAMED ON-LINE TO FANS WORLD-WIDE THROUGH ALL CLASSICAL'S WEBSITE.- "MUSIC FOR A TIME OF WAR," THE PROGRAM WE PLAYED AT OUR CARNEGIE HALL DEBUT, BECAME OUR FIRST SYMPHONY CD RECORDING IN EIGHT YEARS, AND OUR FIRST UNDER THE BATON OF CARLOS KALMAR. RELEASED IN OCTOBER 2011, IT WAS A HIT ON THE BILLBOARD CLASSICAL CHARTS, AND WAS NAMED AMONG THE TOP TEN CLASSICAL CDS OF 2011. IT IS NOW IN ITS SECOND PRESSING ON THE PENTATONE LABEL. MUSIC CRITIC DAVID STABLER OF THE OREGONIAN SAID OF THIS RECORDING: "ANYONE INTERESTED IN THE OREGON SYMPHONY'S ASCENDENCY TO THE NATIONAL STAGE SHOULD HEAR THIS CD."- OVER 400 GUESTS ATTENDED A CELEBRATION IN HONOR OF THE PHENOMENAL CAREER AND LIFE OF MUSICIAN/CONDUCTOR/COMPOSER NORMAN LEYDEN - THE MAN WHO CREATED THE OREGON SYMPHONY'S POPS SERIES AND LED IT FOR 34 YEARS! EDUCATION
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization110
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization1277834
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization130
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization140
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization150
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization160
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization170
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization180
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization1955395
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization200
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization210
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization2220000
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization230
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization240
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization250
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization260
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization270
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization280
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization290
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization3083525
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization310
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization32229541
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization33100502
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization34125970
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs120
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs130
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs140
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs150
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs160
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs170
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs180
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs190
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs200
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs210
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs220
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs230
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs240
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs250
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs260
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs270
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs280
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs290
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs300
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs310
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs320
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs330
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs340
IRS990/Form990PartVIISectionA/Title0CHAIRMAN
IRS990/Form990PartVIISectionA/Title1VICE CHAIR
IRS990/Form990PartVIISectionA/Title2VICE CHAIR
IRS990/Form990PartVIISectionA/Title3TREASURER
IRS990/Form990PartVIISectionA/Title4SECRETARY
IRS990/Form990PartVIISectionA/Title5DIRECTOR
IRS990/Form990PartVIISectionA/Title6DIRECTOR
IRS990/Form990PartVIISectionA/Title7DIRECTOR
IRS990/Form990PartVIISectionA/Title8LIFE DIRECTOR
IRS990/Form990PartVIISectionA/Title9DIRECTOR
IRS990/Form990PartVIISectionA/Title10DIRECTOR
IRS990/Form990PartVIISectionA/Title11DIRECTOR
IRS990/Form990PartVIISectionA/Title12DIRECTOR & MUSICIAN
IRS990/Form990PartVIISectionA/Title13DIRECTOR
IRS990/Form990PartVIISectionA/Title14DIRECTOR
IRS990/Form990PartVIISectionA/Title15DIRECTOR
IRS990/Form990PartVIISectionA/Title16DIRECTOR
IRS990/Form990PartVIISectionA/Title17DIRECTOR
IRS990/Form990PartVIISectionA/Title18LIFE DIRECTOR
IRS990/Form990PartVIISectionA/Title19DIRECTOR & MUSICIAN
IRS990/Form990PartVIISectionA/Title20DIRECTOR
IRS990/Form990PartVIISectionA/Title21DIRECTOR
IRS990/Form990PartVIISectionA/Title22DIRECTOR
IRS990/Form990PartVIISectionA/Title23DIRECTOR
IRS990/Form990PartVIISectionA/Title24DIRECTOR
IRS990/Form990PartVIISectionA/Title25DIRECTOR
IRS990/Form990PartVIISectionA/Title26DIRECTOR
IRS990/Form990PartVIISectionA/Title27DIRECTOR
IRS990/Form990PartVIISectionA/Title28DIRECTOR
IRS990/Form990PartVIISectionA/Title29DIRECTOR
IRS990/Form990PartVIISectionA/Title30DIRECTOR & MUSICIAN
IRS990/Form990PartVIISectionA/Title31DIRECTOR
IRS990/Form990PartVIISectionA/Title32PRESIDENT AND DIRECTOR
IRS990/Form990PartVIISectionA/Title33INTERIM VP DEVELOPMENT & CFO
IRS990/Form990PartVIISectionA/Title34VP & GENERAL MGR
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities01
IRS990/FundraisingDirectExpenses053680
IRS990/FundraisingEvents0122950
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities0-64182
IRS990/Gaming00
IRS990/GovernmentGrants0177116
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities0734113
IRS990/GrossIncomeFundraisingEvents0138674
IRS990/GrossReceipts014488517
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/Insurance/ManagementAndGeneral029766
IRS990/Insurance/Total029766
IRS990/InvestmentIncomeCurrentYear077869
IRS990/InvestmentIncome/ExclusionAmount0142051
IRS990/InvestmentIncomePriorYear0235208
IRS990/InvestmentIncome/TotalRevenueColumn0142051

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$7.07$24.8$26.3$23.0$3.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$5.09$20.2$16.9$21.9$4.96
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.4$4.51$23.9$26.2$20.9$5.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.7$6.64$21.1$13.8$11.5$2.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$6.15$15.4$13.5$20.3$6.80
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.7$4.49$22.2$21.9$19.9$2.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.3$4.74$19.6$25.4$19.7$5.74
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$4.18$13.1$19.7$18.5$1.14
2016Detailed filing. Detailed filing data is available for this year.$15.2$4.32$10.9$16.2$16.5$0.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$3.69$11.6$15.7$16.0$0.32
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$3.72$11.9$14.3$14.4$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$3.60$10.9$13.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$3.25$10.6$14.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$3.39$12.0$13.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$3.62$11.1$13.4
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)3 • $10M-$25M nonprofits