Civic Intelligence

Endowment Fund of Eugene Symphony Association Inc

990 • Fiscal year 2016 • EIN 93-0802257

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 17, 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

39th percentile

0.04x

Higher debt load relative to assets than 39% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

79th percentile

0.61x

Higher debt load relative to revenue than 79% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

87th percentile

34%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

72nd percentile

$108,332

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 31.5% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

53rd percentile

2.1%

Faster asset growth than 53% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-23%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$4,895,455

Up $101,082 (+2.1%) from 2015

Net Assets

Up

$4,684,235

Up $4,883 (+0.1%) from 2015

Liabilities

Up

$211,220

Up $96,199 (+84%) from 2015

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin87th percentile

Revenue

Down

$344,196

Down $102,683 (-23%) from 2015

Expenses

Down

$227,598

Down $39,945 (-15%) from 2015

Net Income

Down

$116,598

Down $62,738 (-35%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2016

Assets$4,895,455
Liabilities$211,220
Net Assets$4,684,235
Open 2016 Filing

Operations Trend

Revenue Growth14th 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

2016

Revenue$344,196
Expenses$227,598
Net Income$116,598
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 17, 2016
Return Version
2015v3.0
Gross Receipts
$500,557
Mission and Program Overview

Mission

Support of the eugene symphony

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,842,236$4,023,826▲ $181,590
Pledges and Grants Receivable$250,000$227,298▼ $22,702
Savings and Temporary Cash Investments$88,000$60,642▼ $27,358
Total Assets$4,794,373$4,895,455▲ $101,082
Other Assets Total$614,137$583,689▼ $30,448
Liabilities
Accounts Payable and Accrued Expenses$115,021$211,220▲ $96,199
Total Liabilities$115,021$211,220▲ $96,199
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,022,451$4,350,170▲ $327,719
Unrestricted Net Assets$656,901$334,065▼ $322,836
Total Net Assets Fund Balance$4,679,352$4,684,235▲ $4,883
Total Liabilities and Net Assets / Fund Balance$4,794,373$4,895,455▲ $101,082

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$12,440--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$251,932$46,543▼ $16,421$7,655$271,871
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
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Scott FreckExecutive DiFT$108,332$108,332
Jana CoxFinance DireFT$67,197$67,197

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
$326,367
Program Service Revenue
$0
Investment Income
$17,829
Other Revenue
$0
All Other Contributions
$326,367
Change in Net Assets
$116,598

Audited Revenue Reconciliation

Revenue per Audited Statements
$307,514
Revenue Not Reported on Financial Statements
$36,682
Revenue Not Reported on Form 990
$-111,715
Total Revenue per Audited Statements
$195,799
Total Revenue per Form 990
$344,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$190,916
Other Expenses$36,682
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$190,916--$190,916
Fees for Service Investment Mgmnt Fees-$36,682-$36,682
Total Functional Expenses$190,916$36,682$0$227,598

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$227,598
Expenses per Audited Statements$190,916
Total Expenses per Audited Statements$190,916
Expenses Not Reported on Financial Statements$36,682
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eugene Symphony Association IncEugene, OR501c3Program Support$190,916
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
2016-11-17
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 427 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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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.
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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
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,895,455
Liabilities
$211,220
Net assets
$4,684,235
Revenue
$344,196
Expenses
$227,598
Net income
$116,598
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