Civic Intelligence

Oregon Symphony Foundation

990EZ • Fiscal year 2017 • EIN 93-1225609

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 12, 2018

Organization ProfileWWW.ORSYMPHONY.ORG
921 SW WASHINGTON No 200Portland, OR 97205

(503) 228-4294

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

42nd percentile

0.0%

Higher net margin than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-88%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2016

Net Assets

Flat

$0

Flat from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin42nd percentile

Revenue

Down

$520

Down $3,947 (-88%) from 2016

Expenses

Down

$520

Down $3,947 (-88%) from 2016

Net Income

Flat

$0

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$0Assets 2010: $0Liabilities 2010: $0Net Assets 2010: $02010Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

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

$15K$10K$5.0K$0Revenue 2010: $6,147Expenses 2010: $6,147Net Income 2010: $02010Revenue 2011: $5,088Expenses 2011: $5,088Net Income 2011: $02011Revenue 2012: $6,386Expenses 2012: $6,386Net Income 2012: $02012Revenue 2013: $6,462Expenses 2013: $6,462Net Income 2013: $02013Revenue 2014: $8,205Expenses 2014: $8,205Net Income 2014: $02014Revenue 2015: $10,951Expenses 2015: $10,951Net Income 2015: $02015Revenue 2016: $4,467Expenses 2016: $4,467Net Income 2016: $02016Revenue 2017: $520Expenses 2017: $520Net Income 2017: $02017Revenue 2018: $20Expenses 2018: $20Net Income 2018: $02018Revenue 2019: $20Expenses 2019: $20Net Income 2019: $02019Revenue 2020: $970Expenses 2020: $970Net Income 2020: $02020Revenue 2021: $70Expenses 2021: $70Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $1,165Expenses 2023: $1,165Net Income 2023: $02023Revenue 2024: $1,020Expenses 2024: $1,020Net Income 2024: $02024

Highlighted filing

2017

Revenue$520
Expenses$520
Net Income$0
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 12, 2018
Return Version
2016v3.0
Gross Receipts
$520
Mission and Program Overview

Mission

To support the oregon symphony association (the association) by acting as trustee of the oregon symphony endowment fund and by implementing fund-raising programs for the exclusive benefit of the programs and activities of the association.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION SUPPORTED THE OREGON SYMPHONY ASSOCIATION, ACTING AS TRUSTEE FOR THE ASSOCIATION'S ENDOWMENT FUNDS, MAINTAINING FIDUCIARY RESPONSIBIITY FOR INVESTMENT OF THE FUNDS AND SEEKING OPPORTUNITIES TO RAISE NEW ENDOWMENT FUNDS ON BEHALF OF THE ASSOCIATION.$0$520
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK G WILBORNChair-$0--
SALLY DRINKWARDTrustee-$0--
PRUEDENCE MILLERTrustee-$0--
HAROLD POLLINTrustee-$0--
GEORGE SPENCERSecretary-$0--
ANDREE STEVENSTrustee-$0--
SCOTT SHOWALTEREx Officio-$0--
Filing and Contact Details

Filer

Filer Name
Oregon Symphony Foundation
EIN
93-1225609
Phone
5032284294
Address
921 SW WASHINGTON No 200, PORTLAND, OR 97205

Signing Officer

Name
Jack G Wilborn
Title
Chairman
Phone
5034166319
Signed
2018-04-12
Discuss with paid preparer
Yes

Preparer

Firm
McDonald Jacobs PC
Address
520 SW Yamhill St Ste 500, Portland, OR 97204
Preparer
Sang Ahn
Phone
5032270581
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: TRANSFER FROM OREGON SYMPHONY ASSOCIATION. Amount: 520.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: DONOR STEWARDSHIP MEETING EXPENSES. Amount: 520.”

Raw XML Appendix172 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACK G WILBORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SALLY DRINKWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PRUEDENCE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HAROLD POLLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GEORGE SPENCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANDREE STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SCOTT SHOWALTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EX OFFICIO
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0520
IRS990EZ/OtherRevenueTotalAmt0520
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE OREGON SYMPHONY ASSOCIATION (THE ASSOCIATION) BY ACTING AS TRUSTEE OF THE OREGON SYMPHONY ENDOWMENT FUND AND BY IMPLEMENTING FUND-RAISING PROGRAMS FOR THE EXCLUSIVE BENEFIT OF THE PROGRAMS AND ACTIVITIES OF THE ASSOCIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION SUPPORTED THE OREGON SYMPHONY ASSOCIATION, ACTING AS TRUSTEE FOR THE ASSOCIATION'S ENDOWMENT FUNDS, MAINTAINING FIDUCIARY RESPONSIBIITY FOR INVESTMENT OF THE FUNDS AND SEEKING OPPORTUNITIES TO RAISE NEW ENDOWMENT FUNDS ON BEHALF OF THE ASSOCIATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0520
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0520
IRS990EZ/TotalProgramServiceExpensesAmt0520
IRS990EZ/TotalRevenueAmt0520
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ORSYMPHONY.ORG
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0930446527
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OREGON SYMPHONY ASSOCIATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: TRANSFER FROM OREGON SYMPHONY ASSOCIATION. Amount: 520.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: DONOR STEWARDSHIP MEETING EXPENSES. Amount: 520.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK G WILBORN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05034166319
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON SYMPHONY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0931225609
ReturnHeader/Filer/PhoneNum05032284294
ReturnHeader/Filer/USAddress/AddressLine1Txt0921 SW WASHINGTON No 200
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.204.228.78
ReturnHeader/FilingSecurityInformation/IPDt02018-04-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm019:51:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930900579
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McDonald Jacobs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0520 SW Yamhill St Ste 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097204
ReturnHeader/PreparerPersonGrp/PhoneNum05032270581
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sang Ahn
ReturnHeader/ReturnTs02018-04-16T15:46:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$520
Expenses
$520
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.02$1.02$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.17$1.17$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.07$0.07$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.97$0.97$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.02$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.02$0.02$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.52$0.52$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$4.47$4.47$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$11.0$11.0$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$8.21$8.21$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$6.46$6.46$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$6.39$6.39$0.00
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$5.09$5.09$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$6.15$6.15$0.00