Civic Intelligence

Endowment Fund of Eugene Symphony Association Inc

990 • Fiscal year 2019 • EIN 93-0802257

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 01, 2020

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

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

54th percentile

$129,826

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

54th percentile

4.2%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

67th percentile

11%

Faster revenue growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$5,419,267

Up $216,227 (+4.2%) from 2018

Net Assets

Up

$5,417,358

Up $274,494 (+5.3%) from 2018

Liabilities

Down

$1,909

Down $58,267 (-97%) from 2018

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin82nd percentile

Revenue

Up

$545,339

Up $55,890 (+11%) from 2018

Expenses

Up

$404,099

Up $117,218 (+41%) from 2018

Net Income

Down

$141,240

Down $61,328 (-30%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2019

Assets$5,419,267
Liabilities$1,909
Net Assets$5,417,358
Open 2019 Filing

Operations Trend

Revenue Growth67th 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

2019

Revenue$545,339
Expenses$404,099
Net Income$141,240
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 1, 2020
Return Version
2018v3.2
Gross Receipts
$2,132,901
Mission and Program Overview

Mission

Support of the eugene symphony

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,322,910$4,587,872▲ $264,962
Pledges and Grants Receivable$180,030$176,932▼ $3,098
Savings and Temporary Cash Investments$92,563$38,960▼ $53,603
Accounts Receivable-$1,000-
Total Assets$5,203,040$5,419,267▲ $216,227
Other Assets Total$607,537$614,503▲ $6,966
Liabilities
Accounts Payable and Accrued Expenses$60,176$1,909▼ $58,267
Total Liabilities$60,176$1,909▼ $58,267
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,362,550$4,498,769▲ $136,219
Unrestricted Net Assets$780,314$918,589▲ $138,275
Total Net Assets Fund Balance$5,142,864$5,417,358▲ $274,494
Total Liabilities and Net Assets / Fund Balance$5,203,040$5,419,267▲ $216,227

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$10,820--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$354,865$300,000▲ $21,949$119,443$554,756
2017$269,096$85,769--$354,865
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
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Scott FreckExecutive DiFT$129,826$129,826

Board Members and Trustees

NameTitle
Varner J Johns IiiPresident &
Ann Marie MehlumTrustee
John WatkinsonTrustee
Dave HawkinsTreasurer/se
Silva ChambersVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$358,944
Program Service Revenue
$0
Investment Income
$186,335
Other Revenue
$60
All Other Contributions
$358,944
Change in Net Assets
$141,240

Audited Revenue Reconciliation

Revenue per Audited Statements
$506,494
Revenue Not Reported on Financial Statements
$38,845
Revenue Not Reported on Form 990
$133,254
Total Revenue per Audited Statements
$639,748
Total Revenue per Form 990
$545,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$365,254
Other Expenses$38,845
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$365,254--$365,254
Fees for Service Investment Mgmnt Fees-$38,845-$38,845
Total Functional Expenses$365,254$38,845$0$404,099

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$404,099
Expenses per Audited Statements$365,254
Total Expenses per Audited Statements$365,254
Expenses Not Reported on Financial Statements$38,845
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eugene Symphony Association IncEugene, OR501c3Program Support$365,254
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
2020-07-01
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 424 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/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 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
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930556298
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
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IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FV OF FUNDS CONTRIBUTED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0EUGENE SYMPHONY ASSOCIATION INC
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalProgramServiceExpensesAmt0365254
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt064470
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0545339
IRS990/TotalVolunteersCnt06
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IRS990/TotReportableCompRltdOrgAmt0118652
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT FRECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05416879487
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ENDOWMENT FUND OF EUGENE SYMPHONY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ENDO
ReturnHeader/Filer/EIN0930802257
ReturnHeader/Filer/PhoneNum05416879487
ReturnHeader/Filer/USAddress/AddressLine1Txt0115 W 8TH AVE STE 115

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,419,267
Liabilities
$1,909
Net assets
$5,417,358
Revenue
$545,339
Expenses
$404,099
Net income
$141,240
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
2019Detailed filing. Detailed filing data is available for this year.$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. 2019 filings • 501(c)3 • $5M-$10M nonprofits