Civic Intelligence

Oregon East Symphony Inc.

990 • Fiscal year 2020 • EIN 93-0937251

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 30, 2021

PO Box 1436Pendleton, OR 97801

(541) 276-0320

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

83rd percentile

0.28x

Higher debt load relative to assets than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.26x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

78th percentile

30%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$27,900

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

82nd percentile

61%

Faster asset growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

-3.2%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$207,833

Up $79,082 (+61%) from 2019

Net Assets

Up

$149,220

Up $67,044 (+82%) from 2019

Liabilities

Up

$58,613

Up $12,038 (+26%) from 2019

Revenue

Down

$224,820

Down $7,543 (-3.2%) from 2019

Expenses

Down

$157,776

Down $49,192 (-24%) from 2019

Net Income

Up

$67,044

Up $41,649 (+164%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2012: $45,783Liabilities 2012: $19,0202012Assets 2013: $77,218Liabilities 2013: $39,8532013Assets 2014: $82,460Liabilities 2014: $52,4082014Assets 2015: $64,574Liabilities 2015: $28,1192015Assets 2016: $70,995Liabilities 2016: $21,2572016Assets 2017: $106,237Liabilities 2017: $21,2572017Assets 2018: $108,565Liabilities 2018: $51,3862018Assets 2019: $128,751Liabilities 2019: $46,575Net Assets 2019: $82,1762019Assets 2020: $207,833Liabilities 2020: $58,613Net Assets 2020: $149,2202020Assets 2021: $322,548Liabilities 2021: $66,472Net Assets 2021: $256,0762021Assets 2022: $337,467Liabilities 2022: $42,257Net Assets 2022: $295,2102022Assets 2023: $374,113Liabilities 2023: $23,807Net Assets 2023: $350,3062023Assets 2024: $490,456Liabilities 2024: $73,230Net Assets 2024: $417,2262024Assets 2025: $687,370Liabilities 2025: $92,494Net Assets 2025: $594,8762025

Highlighted filing

2020

Assets$207,833
Liabilities$58,613
Net Assets$149,220

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2012: $155,491Expenses 2012: $158,818Net Income 2012: -$3,3272012Revenue 2013: $167,239Expenses 2013: $156,758Net Income 2013: $10,4812013Revenue 2014: $149,767Expenses 2014: $159,604Net Income 2014: -$9,8372014Revenue 2015: $163,705Expenses 2015: $156,303Net Income 2015: $7,4022015Revenue 2016: $186,507Expenses 2016: $174,757Net Income 2016: $11,7502016Revenue 2017: $169,469Expenses 2017: $157,435Net Income 2017: $12,0342017Revenue 2018: $145,471Expenses 2018: $151,017Net Income 2018: -$5,5462018Revenue 2019: $232,363Expenses 2019: $206,968Net Income 2019: $25,3952019Revenue 2020: $224,820Expenses 2020: $157,776Net Income 2020: $67,0442020Revenue 2021: $248,183Expenses 2021: $141,327Net Income 2021: $106,8562021Revenue 2022: $237,377Expenses 2022: $198,243Net Income 2022: $39,1342022Revenue 2023: $242,665Expenses 2023: $223,601Net Income 2023: $19,0642023Revenue 2024: $248,785Expenses 2024: $223,732Net Income 2024: $25,0532024Revenue 2025: $390,010Expenses 2025: $245,194Net Income 2025: $144,8162025

Highlighted filing

2020

Revenue$224,820
Expenses$157,776
Net Income$67,044
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 30, 2021
Return Version
2019v5.2
Gross Receipts
$224,960
Mission and Program Overview

Mission

Classical music performance and education

Classical music performance and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$82,176$149,220▲ $67,044
Cash and Non-Interest-Bearing Accounts$69,922$128,655▲ $58,733
Savings and Temporary Cash Investments$11,165--
Land, Buildings, and Equipment, Net$1,500$1,500→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$128,751$207,833▲ $79,082
Other Assets Total$46,164$77,678▲ $31,514
Liabilities
Deferred Revenue$45,190$57,184▲ $11,994
Accounts Payable and Accrued Expenses$1,385$1,429▲ $44
Total Liabilities$46,575$58,613▲ $12,038
Net Assets / Fund Balance
Total Net Assets Fund Balance$82,176$149,220▲ $67,044
Total Liabilities and Net Assets / Fund Balance$128,751$207,833▲ $79,082

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,500-$1,500
Other Assets Org$77,678--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$46,164$29,625▲ $1,889-$77,678
2018$20,873$25,000▲ $291-$46,164
2017$20,873---$20,873
2016$20,873---$20,873
2015$19,432-▲ $1,441-$20,873
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
James KindleExecutive DirectorPT$27,900$27,900

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$191,794
Program Service Revenue
$30,164
Investment Income
$2,052
Other Revenue
$810
All Other Contributions
$191,794
Change in Net Assets
$67,044
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$90,603
Salaries, Compensation, and Employee Benefits$67,173
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$57,010--$57,010
Other Salaries and Wages$33,285--$33,285
Current Officers, Directors, Trustees, and Key Employees$22,320$5,580-$27,900
All Other Expenses$2,698$3,639-$6,337
Payroll Taxes$5,210$778-$5,988
Occupancy$4,537$1,134-$5,671
Office Expenses$2,656$664-$3,320
Other Expenses$1,945$486-$2,431
Advertising$1,937--$1,937
Fees for Services Accounting$1,524$381-$1,905
Insurance$907$227-$1,134
Travel-$120-$120
Total Functional Expenses$144,249$13,527$0$157,776
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$180
Fundraising Direct Expenses$140
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
Backup withholding compliance
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Reviewed and signed by executive director.

Form 990, Part VI, Section C, Line 18

UPON REQUEST.

Form 990, Part VI, Section C, Line 19

Reviewed and signed by executive director.

Filing and Contact Details

Filer

Filer Name
Oregon East Symphony
EIN
93-0937251
Phone
5412760320
Address
PO BOX 1436, PENDLETON, OR 97801

Signing Officer

Name
Ramona J Hern
Title
Treasurer
Phone
5412760320
Signed
2021-03-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ramona J Hern
Legal Domicile
Or
Voting Board Members
23
Independent Board Members
5
Employees
12
Volunteers
0

Preparer

Firm
Dickey and Tremper Llp
Address
110 SE FIRST ST, PENDLETON, OR 97801
Preparer
Robert Tremper CPA
Phone
5412766862
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other fees: program service expenses 57,010. Management and general expenses 0. Fundraising expenses 0. Total expenses 57,010.

Financial Statement Notes

PART V, LINE 4:

The purpose of the eosef is to support the operating activities of oes (including program expenses, the acquisition of new equipment or instruments and ongoing administrative costs).

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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CLASSICAL MUSIC PERFORMANCE AND EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt082176
IRS990/NetAssetsOrFundBalancesEOYAmt0149220
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt040
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt040
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01134
IRS990/OccupancyGrp/ProgramServicesAmt04537
IRS990/OccupancyGrp/TotalAmt05671
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0664
IRS990/OfficeExpensesGrp/ProgramServicesAmt02656
IRS990/OfficeExpensesGrp/TotalAmt03320
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt046164
IRS990/OtherAssetsTotalGrp/EOYAmt077678
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INSTRUMENT REPAIRS
IRS990/OtherExpensesGrp/Desc1SHEET MUSIC
IRS990/OtherExpensesGrp/Desc2POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/Desc3OFFICE EQUIPMENT LEASE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0518
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1486
IRS990/OtherExpensesGrp/ProgramServicesAmt04839
IRS990/OtherExpensesGrp/ProgramServicesAmt13308
IRS990/OtherExpensesGrp/ProgramServicesAmt22073
IRS990/OtherExpensesGrp/ProgramServicesAmt31945
IRS990/OtherExpensesGrp/TotalAmt04839
IRS990/OtherExpensesGrp/TotalAmt13308
IRS990/OtherExpensesGrp/TotalAmt22591
IRS990/OtherExpensesGrp/TotalAmt32431
IRS990/OtherRevenueMiscGrp/BusinessCd0711190
IRS990/OtherRevenueMiscGrp/BusinessCd1711190
IRS990/OtherRevenueMiscGrp/Desc0INSTRUMENT RENTAL
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0500
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1270
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1270
IRS990/OtherRevenueTotalAmt0770
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt033285
IRS990/OtherSalariesAndWagesGrp/TotalAmt033285
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0778
IRS990/PayrollTaxesGrp/ProgramServicesAmt05210
IRS990/PayrollTaxesGrp/TotalAmt05988
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RAMONA J HERN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711190
IRS990/ProgramServiceRevenueGrp/BusinessCd1711190
IRS990/ProgramServiceRevenueGrp/BusinessCd2711190
IRS990/ProgramServiceRevenueGrp/Desc0TICKET SALES
IRS990/ProgramServiceRevenueGrp/Desc1ENTRY FEES
IRS990/ProgramServiceRevenueGrp/Desc2ADVERTISING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018889
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17175
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018889
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17175
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24100
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE CLASSICAL MUSIC EDUCATION TO YOUTH FROM 4TH-12TH GRADE.PERSONS SERVED:601
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt038930
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0186603
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01813
IRS990/PYOtherExpensesAmt0144653
IRS990/PYOtherRevenueAmt09276
IRS990/PYProgramServiceRevenueAmt034671
IRS990/PYRevenuesLessExpensesAmt025395
IRS990/PYSalariesCompEmpBnftPaidAmt062315
IRS990/PYTotalExpensesAmt0206968
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0232363
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt067044
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt082176
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0149220
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011165
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0191794
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0186603
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt083635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt097701
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt091221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0650954
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02052
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01813
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0450
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02272
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01584
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08171
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt030164
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt034671
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt051533
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt069496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt093702
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0279566
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0810
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt01436
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt09853
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt012099
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01813
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0450
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02272
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01584
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08171
IRS990ScheduleA/InvestmentIncomeCYPct00.00860
IRS990ScheduleA/InvestmentIncomePYPct00.00700
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99140

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.87$0.92$5.95$3.90$2.45$1.45
2024Summary only. Only limited summary data is available for this year.$4.90$0.73$4.17$2.49$2.24$0.25
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.74$0.24$3.50$2.43$2.24$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.42$2.95$2.37$1.98$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.66$2.56$2.48$1.41$1.07
2020Detailed filing. Detailed filing data is available for this year.$2.08$0.59$1.49$2.25$1.58$0.67
2019Summary only. Only limited summary data is available for this year.$1.29$0.47$0.82$2.32$2.07$0.25
2018Summary only. Only limited summary data is available for this year.$1.09$0.51$1.45$1.51$0.06
2017Summary only. Only limited summary data is available for this year.$1.06$0.21$1.69$1.57$0.12
2016Summary only. Only limited summary data is available for this year.$0.71$0.21$1.87$1.75$0.12
2015Summary only. Only limited summary data is available for this year.$0.65$0.28$1.64$1.56$0.07
2014Summary only. Only limited summary data is available for this year.$0.82$0.52$1.50$1.60$0.10
2013Summary only. Only limited summary data is available for this year.$0.77$0.40$1.67$1.57$0.10
2012Summary only. Only limited summary data is available for this year.$0.46$0.19$1.55$1.59$0.03