Civic Intelligence

Endowment Fund of Eugene Symphony Association Inc

990 • Fiscal year 2018 • EIN 93-0802257

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

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

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

43rd percentile

0.12x

Higher debt load relative to revenue than 43% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$120,647

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 24.6% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

51st percentile

1.9%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

212%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$5,203,040

Up $95,682 (+1.9%) from 2017

Net Assets

Up

$5,142,864

Up $165,546 (+3.3%) from 2017

Liabilities

Down

$60,176

Down $69,864 (-54%) from 2017

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin88th percentile

Revenue

Up

$489,449

Up $332,571 (+212%) from 2017

Expenses

Up

$286,881

Up $20,272 (+7.6%) from 2017

Net Income

Up

$202,568

Up $312,299 (+285%) 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 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

2018

Assets$5,203,040
Liabilities$60,176
Net Assets$5,142,864
Open 2018 Filing

Operations Trend

Revenue Growth97th 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

2018

Revenue$489,449
Expenses$286,881
Net Income$202,568
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$1,584,858
Mission and Program Overview

Mission

Support of the eugene symphony

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,240,529$4,322,910▲ $82,381
Pledges and Grants Receivable$229,679$180,030▼ $49,649
Savings and Temporary Cash Investments$66,768$92,563▲ $25,795
Total Assets$5,107,358$5,203,040▲ $95,682
Other Assets Total$570,382$607,537▲ $37,155
Liabilities
Accounts Payable and Accrued Expenses$130,040$60,176▼ $69,864
Total Liabilities$130,040$60,176▼ $69,864
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,362,550$4,362,550→ $0
Unrestricted Net Assets$614,768$780,314▲ $165,546
Total Net Assets Fund Balance$4,977,318$5,142,864▲ $165,546
Total Liabilities and Net Assets / Fund Balance$5,107,358$5,203,040▲ $95,682

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$20,790--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$269,096---$269,096
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
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleOtherTotal
Scott FreckExecutive Di$120,647$120,647

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
$77,275
Program Service Revenue
$0
Investment Income
$412,174
Other Revenue
$0
All Other Contributions
$77,275
Change in Net Assets
$202,568

Audited Revenue Reconciliation

Revenue per Audited Statements
$448,931
Revenue Not Reported on Financial Statements
$40,518
Revenue Not Reported on Form 990
$-37,022
Total Revenue per Audited Statements
$411,909
Total Revenue per Form 990
$489,449
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$246,363
Other Expenses$40,518
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$246,363--$246,363
Fees for Service Investment Mgmnt Fees-$40,518-$40,518
Total Functional Expenses$246,363$40,518$0$286,881

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$286,881
Expenses per Audited Statements$246,363
Total Expenses per Audited Statements$246,363
Expenses Not Reported on Financial Statements$40,518
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eugene Symphony Association IncEugene, OR501c3Program Support$246,363
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
2019-05-15
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
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 413 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/OtherAssetsOrgGrp/Desc2ACCRUED INTEREST RECEIVABLE
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IRS990ScheduleI/RecipientTable/RecipientEIN0930556298
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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.
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IRS990ScheduleI/Total501c3OrgCnt01
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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
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FV OF FUNDS CONTRIBUTED
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT FRECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05416879487
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.226.68.210
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:23:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930819646

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,203,040
Liabilities
$60,176
Net assets
$5,142,864
Revenue
$489,449
Expenses
$286,881
Net income
$202,568
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
2018Detailed filing. Detailed filing data is available for this year.$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. 2018 filings • 501(c)3 • $5M-$10M nonprofits