Civic Intelligence

Eugene Symphony Association Inc

EIN 93-0556298 • 501(c)3 • Eugene, OR

Profile

Presenting a diverse range of orchestral repetoire at the highest level of artistic excellence, and providing quality music education opportunities for children and adults.

115 W 8th Ave 115Eugene, OR 97401

eugenesymphony.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.34x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.10x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

43rd percentile

1.4%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$86,533

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

74th percentile

16%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

20%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$890,897

Up $120,107 (+16%) from 2023

Liabilities

Up

$299,065

Up $77,842 (+35%) from 2023

Net Assets

Up

$591,832

Up $42,265 (+7.7%) from 2023

Operations
Liabilities / Revenue54th percentileNet Margin43rd percentile

Revenue

Up

$3,122,143

Up $523,505 (+20%) from 2023

Expenses

Up

$3,079,878

Up $128,712 (+4.4%) from 2023

Net Income

Up

$42,265

Up $394,793 (+112%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $893,731Liabilities 2010: $433,884Net Assets 2010: $459,8472010Assets 2011: $939,568Liabilities 2011: $439,720Net Assets 2011: $499,8482011Assets 2012: $821,426Liabilities 2012: $465,494Net Assets 2012: $355,9322012Assets 2013: $885,525Liabilities 2013: $449,822Net Assets 2013: $435,7032013Assets 2014: $783,411Liabilities 2014: $428,698Net Assets 2014: $354,7132014Assets 2015: $828,865Liabilities 2015: $396,550Net Assets 2015: $432,3152015Assets 2016: $886,967Liabilities 2016: $451,620Net Assets 2016: $435,3472016Assets 2017: $611,300Liabilities 2017: $304,651Net Assets 2017: $306,6492017Assets 2018: $809,897Liabilities 2018: $377,098Net Assets 2018: $432,7992018Assets 2019: $845,542Liabilities 2019: $379,075Net Assets 2019: $466,4672019Assets 2020: $630,258Liabilities 2020: $98,000Net Assets 2020: $532,2582020Assets 2021: $1,144,810Liabilities 2021: $84,456Net Assets 2021: $1,060,3542021Assets 2022: $979,515Liabilities 2022: $77,420Net Assets 2022: $902,0952022Assets 2023: $770,790Liabilities 2023: $221,223Net Assets 2023: $549,5672023Assets 2024: $890,897Liabilities 2024: $299,065Net Assets 2024: $591,8322024

Highlighted filing

2024

Assets$890,897
Liabilities$299,065
Net Assets$591,832
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,905,6592010Revenue 2011: $2,156,119Expenses 2011: $2,116,118Net Income 2011: $40,0012011Expenses 2012: $2,266,6082012Expenses 2013: $2,158,7742013Revenue 2014: $2,039,434Expenses 2014: $2,120,424Net Income 2014: -$80,9902014Revenue 2015: $2,248,281Expenses 2015: $2,170,679Net Income 2015: $77,6022015Revenue 2016: $2,644,988Expenses 2016: $2,641,956Net Income 2016: $3,0322016Revenue 2017: $2,389,424Expenses 2017: $2,518,122Net Income 2017: -$128,6982017Revenue 2018: $2,543,929Expenses 2018: $2,417,779Net Income 2018: $126,1502018Revenue 2019: $2,488,698Expenses 2019: $2,468,632Net Income 2019: $20,0662019Revenue 2020: $3,023,786Expenses 2020: $2,957,995Net Income 2020: $65,7912020Revenue 2021: $2,928,576Expenses 2021: $2,400,480Net Income 2021: $528,0962021Revenue 2022: $2,657,059Expenses 2022: $2,815,318Net Income 2022: -$158,2592022Revenue 2023: $2,598,638Expenses 2023: $2,951,166Net Income 2023: -$352,5282023Revenue 2024: $3,122,143Expenses 2024: $3,079,878Net Income 2024: $42,2652024

Highlighted filing

2024

Revenue$3,122,143
Expenses$3,079,878
Net Income$42,265
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$890,897
Liabilities
$299,065
Net assets
$591,832
Revenue
$3,122,143
Expenses
$3,079,878
Net income
$42,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.30$0.59$3.12$3.08$0.04
2023Summary only. Only limited summary data is available for this year.$0.77$0.22$0.55$2.60$2.95$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.08$0.90$2.66$2.82$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.08$1.06$2.93$2.40$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.10$0.53$3.02$2.96$0.07
2019Summary only. Only limited summary data is available for this year.$0.85$0.38$0.47$2.49$2.47$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.38$0.43$2.54$2.42$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.30$0.31$2.39$2.52$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.45$0.44$2.64$2.64$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.40$0.43$2.25$2.17$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.43$0.35$2.04$2.12$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.45$0.44$2.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.47$0.36$2.27
2011Summary only. Only limited summary data is available for this year.$0.94$0.44$0.50$2.16$2.12$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.43$0.46$1.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$3,171,357
Mission and Program Overview

Mission

Enriching lives through the power of music, presenting a diverse range of orchestral repertoire at the highest level of artistic excellence, and providing musical education opportunities for children and adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$381,184$636,475▲ $255,291
Intangible Assets$116,972$61,714▼ $55,258
Accounts Receivable$56,813$61,696▲ $4,883
Prepaid Expenses and Deferred Charges$104,017$48,552▼ $55,465
Pledges and Grants Receivable$46,250$41,250▼ $5,000
Cash and Non-Interest-Bearing Accounts$20,455$0▼ $20,455
Land, Buildings, and Equipment, Net$17,509$13,620▼ $3,889
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-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$770,790$890,897▲ $120,107
Other Assets Total$27,590$27,590→ $0
Liabilities
Accounts Payable and Accrued Expenses$49,002$119,444▲ $70,442
Deferred Revenue$53,500$116,091▲ $62,591
Other Liabilities$118,721$63,530▼ $55,191
Total Liabilities$221,223$299,065▲ $77,842
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$482,817$466,613▼ $16,204
Net Assets With Donor Restrictions$66,750$125,219▲ $58,469
Total Net Assets Fund Balance$549,567$591,832▲ $42,265
Total Liabilities and Net Assets / Fund Balance$770,790$890,897▲ $120,107

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,726$300,981-
Leasehold Improvements$1,894--
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott FreckExecutive DirectorFT$81,015$5,518$86,533
Michael AndersonInterim EDFT$28,325-$28,325

Board Members and Trustees

NameTitle
Dave PottingerPast President
Deborah CarverPresident
Arden OlsonVice President
Benjamin OrdonezDirector
Catherine JedlickaDirector
Connie WonhamDirector
Dave KammererDirector
Doneka ScottDirector
Eric AltermanDirector
Harriet CherryDirector
Jane Eyre McDonaldDirector
Jessica BlaineDirector
Jim RudermanDirector
Karalyn Walker SprungDirector
Liz TippettDirector
Lydia Van DreelDirector
Marc CarlsonDirector
Matthew ShapiroDirector
Michael VergaminiDirector
Pamela McClure-JohnstonDirector
Paul RothDirector
Piotrek BuciarskiDirector
Raymond EnglanderDirector
Rebecca SprinsonDirector
Ruth EricksonDirector
Sarah MaggioDirector
Sharron SmithDirector
Steve RobinsonDirector
Sue AshtonDirector
Trieber MeadorDirector
Wayne TaubenfeldDirector
Matthew McLaughlinSecretary
Zachary BlalackTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,164,507
Program Service Revenue
$762,810
Investment Income
$9,604
Other Revenue
$185,222
All Other Contributions
$914,542
Change in Net Assets
$42,265

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,122,143
Revenue Not Reported on Form 990
$14,405
Total Revenue per Audited Statements
$3,136,548
Total Revenue per Form 990
$3,122,143
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,900,756
Other Expenses$1,152,184
Total Fundraising Expense$219,548
Grants and Similar Amounts Paid$26,938
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,291,811$137,199$153,503$1,582,513
Occupancy$261,121$53,678-$314,799
All Other Expenses$110,718$38,204-$148,922
Advertising$131,642-$11,081$142,723
Payroll Taxes$97,982$28,077-$126,059
Current Officers, Directors, Trustees, and Key Employees-$96,188-$96,188
Fees for Services Other$20,150$70,920-$91,070
Other Employee Benefits$54,895$25,531-$80,426
Other Expenses$9,890$36,181$41,818$46,071
Grants to Domestic Orgs$26,938--$26,938
Insurance$1,300$23,787-$25,087
Office Expenses$5,104$8,035$8,072$21,211
Pension Plan Contributions$4,964$5,532$5,074$15,570
Depreciation Depletion$122$5,524-$5,646
Conferences and Meetings-$4,356-$4,356
Total Functional Expenses$2,323,092$537,238$219,548$3,079,878

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,094,283
Expenses per Audited Statements$3,079,878
Total Expenses per Form 990$3,079,878
Expenses Not Reported on Form 990$14,405
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eugene Symphony FoundationEugene, OR-Program Support$26,938
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$94,764
Fundraising Direct Expenses$49,214
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala Auction$211,498$94,764$13,178$81,586
Total Events$211,498$94,764$49,214$45,550
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$63,530
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is reviewed by the board treasurer & finance committee and shared with the entire board who vote to accept it. At that time it is available upon request to Board Officers.”

Form 990, Part VI, Section B, Line 12C

“Board members and staff are asked to sign a conflict of interest policy annually and agree to self-report any conflicts that may arise during the year.”

Form 990, Part VI, Section B, Line 15A

“The Executive Director and Music Director receive annual reviews. Compensation is evaluated and adjusted based on performance in line with industry standards.”

Form 990, Part VI, Section B, Line 15B

“The Executive Director and Music Director receive annual reviews. Compensation is evaluated and adjusted based on performance in line with industry standards.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request at the Eugene Symphony Business Office, in the Finance Department.”

Filing and Contact Details

Filer

Filer Name
Eugene Symphony Association Inc
EIN
93-0556298
Phone
5416879487
Address
115 W 8th Ave 115, Eugene, OR 97401

Signing Officer

Name
Dave Moss
Title
Executive Director
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Moss
Formed
1966
Legal Domicile
Or
Voting Board Members
34
Independent Board Members
34
Employees
216
Volunteers
102

Preparer

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

Additional Explanations

Form 990, Part I, Line 6

“Volunteers assist in ushering at youth concerts, help with office projects, and serve on the Organization's board of directors.”

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 positions 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. The Organization's information returns are generally subject to examination by taxing authorities for a period of three years after filing.”

Raw XML AppendixShowing 400 of 824 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/Desc0In the 2023/2024 season, the Eugene Symphony Association (ESA) presented nine Symphonic Series subscription concerts and two single-ticket Specials in Silva Concert Hall, along with two Family Concerts in the Soreng Theater. These performances welcomed a total of 18,838 patrons of all ages. Season highlights included the world premiere of Pius Cheungs Hibiki (Colors of Resonance), a marimba concerto commissioned by ESA and performed by Eriko Daimo; the world premiere of Michael Djupstroms Symphony No. 1, concluding a joint commissioning project with the Santa Rosa Symphony; and the regional premiere of Wynton Marsaliss Violin Concerto featuring Bella Hristova. ESA also completed its three-year production of Wagners Tristan und Isolde, with soloists Nina Warren, Roy C. Smith, Gary Simpson, and Ola Rafala. Additionally, ESA reprised David Schiffs multimedia work Prefontaine (an ESA commission), recording it for future commercial release. The season featured numerous Oregon and ESA premieres, including Schiffs Stomp Re-lit; Handels Harp Concerto with Chloe Tula; Vivaldis Violin Concerto in E Minor with Searmi Park; and works by Hildur Gunadttir, Nina Shekhar, Scott Joplin, and Fanny Mendelssohn-Hensel. Audiences also enjoyed beloved repertoire such as Rachmaninovs Rhapsody on a Theme of Paganini; Dvorks Cello Concerto with Oliver Herbert; Beethovens Symphony No. 7; and Tchaikovskys Symphony No. 6 ("Pathtique") led by guest conductor Vinay Parameswaran. Additional performances included Mozarts Piano Concerto No. 23 and Mendelssohns Symphony No. 3 ("Scottish") under guest conductor Melisse Brunet, and Mahlers Symphony No. 2 ("Resurrection") with the Eugene Symphony Chorus and soloists Nina Warren and Ola Rafala. The two Specials were ESAs second annual New Years Eve Celebration, featuring vocalist Halie Loren, pianist Alexandre Dossin, and a program blending orchestral favorites, jazz, and a centennial performance of Gershwins Rhapsody in Blue, and the return of Star Wars Live with Episode IV: A New Hope.This season also marked a pivotal period of transition and growth. ESA launched an international search for its next Music Director, following the conclusion of Francesco Lecce-Chongs impactful tenure. The search drew over 170 applications from around the world, reflecting ESAs reputation as a forward-looking and artistically ambitious organization. The successful candidate will join a distinguished line of past Music Directors, including Marin Alsop, Giancarlo Guerrero, and Miguel Harth-Bedoya, each of whom left a lasting legacy of artistic excellence. In January 2024, Dave Moss began his tenure as Executive Director, bringing a bold vision for growth, innovation, and deeper community engagement. With a background of internationally recognized leadership and a strong commitment to both artistic quality and financial sustainability, Moss has quickly worked to position the Symphony as a cultural leader in the region. His early efforts have focused on strategic revenue diversification, broadening audience access, and building civic partnerships to ensure ESAs continued vitality. ESA also completed negotiations on a new three-year collective bargaining agreement with its union musicians, underscoring its commitment to supporting artist growth while safeguarding the Symphonys long-term stability. Together, these initiatives reflect ESAs outsized impact, far beyond that of a typical regional orchestra of its budget size, demonstrating both artistic ambition and deep community investment.
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