Civic Intelligence

Endowment Fund of Eugene Symphony Association Inc

990 • Fiscal year 2017 • EIN 93-0802257

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 30, 2018

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

24th percentile

0.03x

Higher debt load relative to assets than 24% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.83x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

4th percentile

-70%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$110,026

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 70.1% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

51st percentile

4.3%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-54%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets24th percentile

Assets

Flat

$5,107,358

Flat from 2017

Net Assets

Flat

$4,977,318

Flat from 2017

Liabilities

Flat

$130,040

Flat from 2017

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin4th percentile

Revenue

Flat

$156,878

Flat from 2017

Expenses

Flat

$266,609

Flat from 2017

Net Income

Flat

-$109,731

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st 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 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

2017

Assets$5,107,358
Liabilities$130,040
Net Assets$4,977,318
Open 2017 Filing

Operations Trend

Revenue Growth4th 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 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

2017

Revenue$156,878
Expenses$266,609
Net Income-$109,731
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 30, 2018
Return Version
2016v3.1
Gross Receipts
$301,419
Mission and Program Overview

Mission

Support of the eugene symphony

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,023,826$4,240,529▲ $216,703
Pledges and Grants Receivable$227,298$229,679▲ $2,381
Savings and Temporary Cash Investments$60,642$66,768▲ $6,126
Total Assets$4,895,455$5,107,358▲ $211,903
Other Assets Total$583,689$570,382▼ $13,307
Liabilities
Accounts Payable and Accrued Expenses$211,220$130,040▼ $81,180
Total Liabilities$211,220$130,040▼ $81,180
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,350,170$4,362,550▲ $12,380
Unrestricted Net Assets$334,065$614,768▲ $280,703
Total Net Assets Fund Balance$4,684,235$4,977,318▲ $293,083
Total Liabilities and Net Assets / Fund Balance$4,895,455$5,107,358▲ $211,903

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$13,698--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$271,871---$269,096
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
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Scott FreckExecutive DiFT$110,026$110,026

Board Members and Trustees

NameTitle
David HawkinsPresident &
Ann Marie MehlumTrustee
John WatkinsonTrustee
Suzanne PenegorTrustee
Varner J Johns IiiTreasurer/se
Silva ChambersVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$12,384
Program Service Revenue
$0
Investment Income
$144,494
Other Revenue
$0
All Other Contributions
$12,384
Change in Net Assets
$-109,731

Audited Revenue Reconciliation

Revenue per Audited Statements
$125,490
Revenue Not Reported on Financial Statements
$31,388
Revenue Not Reported on Form 990
$402,814
Total Revenue per Audited Statements
$528,304
Total Revenue per Form 990
$156,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$235,221
Other Expenses$31,388
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$235,221--$235,221
Fees for Service Investment Mgmnt Fees-$31,388-$31,388
Total Functional Expenses$235,221$31,388$0$266,609

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$266,609
Expenses per Audited Statements$235,221
Total Expenses per Audited Statements$235,221
Expenses Not Reported on Financial Statements$31,388
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eugene Symphony Association IncEugene, OR501c3Program Support$235,221
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 and administrative director. Then the return is reviewed by the board treasurer and the executive director.”

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
2018-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Freck
Formed
1980
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

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 422 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/BeginningYearBalanceAmt0218346
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt08176
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0242893
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt029342
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt031388
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0402814
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0510406
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt146278
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt213698
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OREGON COMMUNITY FUND COMPONENT FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1BENEFICIAL INTERESTS IN TRUSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2ACCRUED INTEREST RECEIVABLE
IRS990ScheduleD/RevenueNotReportedAmt0402814
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt031388
IRS990ScheduleD/RevenueSubtotalAmt0125490
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0570382
IRS990ScheduleD/TotalExpensesPerForm990Amt0266609
IRS990ScheduleD/TotalRevenuePerForm990Amt0156878
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0528304
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0235221
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IRS990ScheduleI/RecipientTable/CashGrantAmt0235221
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EUGENE SYMPHONY ASSOCIATION INC
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 AND ADMINISTRATIVE DIRECTOR. THEN THE RETURN IS REVIEWED BY THE BOARD TREASURER AND THE EXECUTIVE DIRECTOR.
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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EUGENE SYMPHONY ASSOCIATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930556298
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MUSIC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0115 W 8TH AVE SUITE 115
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EUGENE
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0235221
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FV OF FUNDS CONTRIBUTED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0EUGENE SYMPHONY ASSOCIATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0266609
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0130040
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IRS990/TotalLiabilitiesGrp/EOYAmt0130040
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04684235
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04977318
IRS990/TotalOtherCompensationAmt02914
IRS990/TotalProgramServiceExpensesAmt0235221
IRS990/TotalRevenueGrp/ExclusionAmt0108970
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt035524
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0156878
IRS990/TotalVolunteersCnt06
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05107358
IRS990/TotReportableCompRltdOrgAmt0107112
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt0614768
IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT FRECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05416879487
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ENDOWMENT FUND OF EUGENE SYMPHONY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ENDO

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,107,358
Liabilities
$130,040
Net assets
$4,977,318
Revenue
$156,878
Expenses
$266,609
Net income
-$109,731
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
2017Detailed filing. Detailed filing data is available for this year.$5.11$0.13$4.98$0.16$0.27$0.11
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