Civic Intelligence

Endowment Fund of Eugene Symphony Association Inc

990 • Fiscal year 2021 • EIN 93-0802257

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

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

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

94th percentile

72%

Higher net margin than 94% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$123,635

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

84th percentile

35%

Faster asset growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

9.4%

Faster revenue growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$8,241,978

Up $2,148,226 (+35%) from 2020

Net Assets

Up

$8,241,978

Up $2,148,226 (+35%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin94th percentile

Revenue

Up

$1,167,593

Up $100,359 (+9.4%) from 2020

Expenses

Down

$325,724

Down $86,423 (-21%) from 2020

Net Income

Up

$841,869

Up $186,782 (+29%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2021

Assets$8,241,978
Liabilities$0
Net Assets$8,241,978
Open 2021 Filing

Operations Trend

Revenue Growth47th 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

2021

Revenue$1,167,593
Expenses$325,724
Net Income$841,869
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$2,409,460
Mission and Program Overview

Mission

Support of the eugene symphony

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,092,118$6,903,884▲ $1,811,766
Savings and Temporary Cash Investments$367,455$530,358▲ $162,903
Pledges and Grants Receivable$35,797$25,797▼ $10,000
Accounts Receivable$1,000$500▼ $500
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,093,752$8,241,978▲ $2,148,226
Other Assets Total$597,382$781,439▲ $184,057
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,847,273$5,786,515▲ $939,242
Net Assets Without Donor Restrictions$1,246,479$2,455,463▲ $1,208,984
Total Net Assets Fund Balance$6,093,752$8,241,978▲ $2,148,226
Total Liabilities and Net Assets / Fund Balance$6,093,752$8,241,978▲ $2,148,226

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$720,309--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$6,093,752$750,340▲ $1,723,610$275,225$8,241,978
2019$5,419,267$839,471▲ $249,070$370,163$6,093,752
2018$354,865$300,000▲ $21,949$119,443$554,756
2017$269,096$85,769--$354,865
2016$271,871---$269,096
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleOtherTotal
Scott FreckExecutive Director$123,635$123,635

Board Members and Trustees

NameTitle
Varner J Johns IIIPresident
Silva ChambersVice President
Alicia VorheesTrustee
Ann Marie MehlumTrustee
John CockrellTrustee
John WatkinsonTreasurer/Sec
Revenue and Support

Revenue Composition

Contributions and Grants
$750,340
Program Service Revenue
$0
Investment Income
$417,253
Other Revenue
$0
All Other Contributions
$1,600
Change in Net Assets
$841,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$275,225
Other Expenses$50,499
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$275,225--$275,225
Fees for Services Other-$50,499-$50,499
Total Functional Expenses$275,225$50,499$0$325,724
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eugene Symphony Assoc IncEugene, OR-Program Support$275,225
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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, Part VI, Line 11B: Form 990 Review Process

“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, Part VI, Line 19: Other Organization Documents Publicly Available

“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
Signed
2022-05-16
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
Powers Howard Quimby Llp
Address
450 COUNTRY CLUB RD SUITE 250, EUGENE, OR 97401
Preparer
Marta Powers
Phone
5413574557
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 6

“Volunteers act as trustees of the invested funds.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Endowment funds are for support of Eugene Symphony Association.”

Raw XML AppendixShowing 400 of 488 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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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0275225
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Eugene Symphony Association
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0275225
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.29790
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt050499
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06093752
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0750340
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08241978
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01723610
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0275225
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt043893
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05419267
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0839471
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06093752
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0249070
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0370163
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt02615
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0300000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0554756
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt021949
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0119443
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0269096
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt085769
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0354865
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02775
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0271871
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0269096
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt014853
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt146277
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2720309
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Accrued Interest Receivable
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Beneficial Interests in Trusts
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Oregon Community Fund Component Fund
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.70210
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Endowment funds are for support of Eugene Symphony Association.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0781439
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0275225
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Program Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Eugene Symphony Assoc 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/RecipientTable/ValuationMethodUsedDesc0FMV
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/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0true
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Cash and investments
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02021-06-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0871426618
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt08241978
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Bank/brokerage stmt
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0115 W 8th Ave Ste 115
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Eugene
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0OR
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd097401
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IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 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/ExplanationTxt1Documents are available upon request at the Eugene Symphony business office, in the finance department.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Volunteers act as trustees of the invested funds.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part I, Line 6
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Eugene Symphony Association Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930556298
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Music
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0115 W 8th Ave Suite 115
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Eugene
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,241,978
Liabilities
$0
Net assets
$8,241,978
Revenue
$1,167,593
Expenses
$325,724
Net income
$841,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$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