Civic Intelligence

Endowment Fund of Eugene Symphony Association Inc

990 • Fiscal year 2015 • EIN 93-0802257

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 20, 2016

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

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

66th percentile

0.26x

Higher debt load relative to revenue than 66% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

73rd percentile

$108,542

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 24.3% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

62nd percentile

4.4%

Faster asset growth than 62% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-73%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,794,373

Up $200,738 (+4.4%) from 2014

Net Assets

Up

$4,679,352

Up $85,717 (+1.9%) from 2014

Liabilities

Up

$115,021

Up $115,021 from 2014

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin89th percentile

Revenue

Down

$446,879

Down $1,202,880 (-73%) from 2014

Expenses

Up

$267,543

Up $93,224 (+53%) from 2014

Net Income

Down

$179,336

Down $1,296,104 (-88%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$10M$5.0M$0Assets 2011: $2,455,244Liabilities 2011: $88,027Net Assets 2011: $2,367,2172011Assets 2012: $2,555,365Liabilities 2012: $0Net Assets 2012: $2,555,3652012Assets 2013: $3,399,949Liabilities 2013: $71,833Net Assets 2013: $3,328,1162013Assets 2014: $4,593,635Liabilities 2014: $0Net Assets 2014: $4,593,6352014Assets 2015: $4,794,373Liabilities 2015: $115,021Net Assets 2015: $4,679,3522015Assets 2016: $4,895,455Liabilities 2016: $211,220Net Assets 2016: $4,684,2352016Assets 2017: $5,107,358Liabilities 2017: $130,040Net Assets 2017: $4,977,3182017Assets 2018: $5,203,040Liabilities 2018: $60,176Net Assets 2018: $5,142,8642018Assets 2019: $5,419,267Liabilities 2019: $1,909Net Assets 2019: $5,417,3582019Assets 2020: $6,093,752Liabilities 2020: $0Net Assets 2020: $6,093,7522020Assets 2021: $8,241,978Liabilities 2021: $0Net Assets 2021: $8,241,9782021

Highlighted filing

2015

Assets$4,794,373
Liabilities$115,021
Net Assets$4,679,352
Open 2015 Filing

Operations Trend

Revenue Growth2nd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $135,5582011Expenses 2012: $135,5542012Expenses 2013: $128,6652013Revenue 2014: $1,649,759Expenses 2014: $174,319Net Income 2014: $1,475,4402014Revenue 2015: $446,879Expenses 2015: $267,543Net Income 2015: $179,3362015Revenue 2016: $344,196Expenses 2016: $227,598Net Income 2016: $116,5982016Revenue 2017: $156,878Expenses 2017: $266,609Net Income 2017: -$109,7312017Revenue 2018: $489,449Expenses 2018: $286,881Net Income 2018: $202,5682018Revenue 2019: $545,339Expenses 2019: $404,099Net Income 2019: $141,2402019Revenue 2020: $1,067,234Expenses 2020: $412,147Net Income 2020: $655,0872020Revenue 2021: $1,167,593Expenses 2021: $325,724Net Income 2021: $841,8692021

Highlighted filing

2015

Revenue$446,879
Expenses$267,543
Net Income$179,336
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 20, 2016
Return Version
2014v6.0
Gross Receipts
$1,813,394
Mission and Program Overview

Mission

Support of the eugene symphony

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,454,910$3,842,236▲ $387,326
Pledges and Grants Receivable$486,083$250,000▼ $236,083
Savings and Temporary Cash Investments$23,818$88,000▲ $64,182
Total Assets$4,593,635$4,794,373▲ $200,738
Other Assets Total$628,824$614,137▼ $14,687
Liabilities
Accounts Payable and Accrued Expenses-$115,021-
Total Liabilities$0$115,021▲ $115,021
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,781,099$4,022,451▲ $241,352
Unrestricted Net Assets$812,536$656,901▼ $155,635
Total Net Assets Fund Balance$4,593,635$4,679,352▲ $85,717
Total Liabilities and Net Assets / Fund Balance$4,593,635$4,794,373▲ $200,738

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$10,732--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$272,587$1,552▼ $2,751$19,031$251,932
2013$242,893$8,578▲ $34,700$10,497$272,587
2012$218,346$8,176▲ $29,342$10,090$242,893
2011$228,082-▲ $5,333$11,279$218,346
2010$199,779-▲ $45,578$11,573$228,082
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Scott FreckExecutive DiFT$108,542$108,542
Jana CoxFinance DireFT$65,314$65,314

Board Members and Trustees

NameTitle
David HawkinsPresident &
Jon WatkinsonTrustee
Suzanne PenegorTrustee
Varner J Johns IiiTreasurer/se
Silva ChambersVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$240,596
Program Service Revenue
$0
Investment Income
$206,283
Other Revenue
$0
All Other Contributions
$240,596
Change in Net Assets
$179,336

Audited Revenue Reconciliation

Revenue per Audited Statements
$410,159
Revenue Not Reported on Financial Statements
$36,720
Revenue Not Reported on Form 990
$-93,619
Total Revenue per Audited Statements
$316,540
Total Revenue per Form 990
$446,879
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$230,824
Other Expenses$36,719
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$230,824--$230,824
Fees for Service Investment Mgmnt Fees-$36,719-$36,719
Total Functional Expenses$230,824$36,719$0$267,543

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$267,543
Expenses per Audited Statements$230,823
Total Expenses per Audited Statements$230,823
Expenses Not Reported on Financial Statements$36,720
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eugene Symphony Association IncEugene, OR501c3Program Support$230,824
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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, Page 6, Part VI, Line 11B

“The return is first reviewed by the finance director. Then the return is reviewed by the board treasurer and the executive director. It is next reviewed by the finance committee and then the board executive committee, which gives the final approval.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request at the eugene symphony business office, in the finance department.”

Filing and Contact Details

Filer

Filer Name
Endowment Fund of Eugene Symphony
EIN
93-0802257
Phone
5416879487
Address
115 W 8TH AVE STE 115, EUGENE, OR 97401

Signing Officer

Name
Scott Freck
Title
Executive Director
Phone
5416879487
Signed
2016-04-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Freck
Formed
1980
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Jones & Roth Pc
Address
PO BOX 10086, EUGENE, OR 97440
Preparer
Fritz S Duncan
Phone
5416872320
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers act as trustees of the invested funds.”

Raw XML AppendixShowing 400 of 419 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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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0228082
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt210732
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc1BENEFICIAL INTERESTS IN TRUSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ACCRUED INTEREST RECEIVABLE
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM SUPPORT
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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/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 OF ALL REVENUE, AND ADHERES TO STRICTLY ENFORCED FINANCIAL PROCEDURES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS ACT AS TRUSTEES OF THE INVESTED FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS FIRST REVIEWED BY THE FINANCE DIRECTOR. THEN THE RETURN IS REVIEWED BY THE BOARD TREASURER AND THE EXECUTIVE DIRECTOR. IT IS NEXT REVIEWED BY THE FINANCE COMMITTEE AND THEN THE BOARD EXECUTIVE COMMITTEE, WHICH GIVES THE FINAL APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE EUGENE SYMPHONY BUSINESS OFFICE, IN THE FINANCE DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EUGENE SYMPHONY ASSOCIATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930556298
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FV OF FUNDS CONTRIBUTED
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IRS990/TotalOtherCompensationAmt013978
IRS990/TotalProgramServiceExpensesAmt0230824
IRS990/TotalRevenueGrp/ExclusionAmt0143332
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0446879
IRS990/TotalVolunteersCnt05
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT FRECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05416879487
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ENDOWMENT FUND OF EUGENE SYMPHONY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ENDO
ReturnHeader/Filer/EIN0930802257

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,794,373
Liabilities
$115,021
Net assets
$4,679,352
Revenue
$446,879
Expenses
$267,543
Net income
$179,336
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.24$0.00$8.24$1.17$0.33$0.84
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.00$6.09$1.07$0.41$0.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.00$5.42$0.55$0.40$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$0.06$5.14$0.49$0.29$0.20
2017Summary only. Only limited summary data is available for this year.$5.11$0.13$4.98$0.16$0.27$0.11
2016Detailed filing. Detailed filing data is available for this year.$4.90$0.21$4.68$0.34$0.23$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.79$0.12$4.68$0.45$0.27$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$1.65$0.17$1.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.07$3.33$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.00$2.56$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.09$2.37$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits