Civic Intelligence

Oregon Symphony Foundation

990EZ • Fiscal year 2018 • EIN 93-1225609

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization ProfileWWW.ORSYMPHONY.ORG
921 SW Washington St 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 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-96%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2017

Net Assets

Flat

$0

Flat from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin41st percentile

Revenue

Down

$20

Down $500 (-96%) from 2017

Expenses

Down

$20

Down $500 (-96%) from 2017

Net Income

Flat

$0

Flat from 2017

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

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth2nd 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

2018

Revenue$20
Expenses$20
Net Income$0
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$20
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$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK G WILBORN UNTIL JAN 16 2018Chair-$0--
GEORGE SPENCER UNTIL JAN 16 2018Secretary-$0--
ROBERT HARRISON UNTIL JAN 16 2018Trustee-$0--
JERRY HULSMAN UNTIL JAN 16 2018Trustee-$0--
TIGE HARRIS UNTIL JAN 16 2018Trustee-$0--
ANDREE STEVENS UNTIL JAN 16 2018Trustee-$0--
SALLY DRINKWARD UNTIL JAN 16 2018Trustee-$0--
RENEE HOLZMAN UNTIL JAN 16 2018Trustee-$0--
HAROLD POLLIN UNTIL JAN 16 2018Trustee-$0--
ELLEN BUSSING FROM JAN 17 2018Trustee-$0--
SCOTT SHOWALTER FROM JAN 17 2018President-$0--
JANET PLUMMER FROM JAN 17 2018Secretary-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Janet Plummer
Title
Secretary
Phone
5034166319
Signed
2019-05-14
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: 20.”

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

“Description: dues and subscriptions. Amount: 20.”

Raw XML Appendix203 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/OfficerDirectorTrusteeEmplGrp/PersonNm1GEORGE SPENCER UNTIL JAN 16 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT HARRISON UNTIL JAN 16 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JERRY HULSMAN UNTIL JAN 16 2018
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANDREE STEVENS UNTIL JAN 16 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SALLY DRINKWARD UNTIL JAN 16 2018
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10SCOTT SHOWALTER FROM JAN 17 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JANET PLUMMER FROM JAN 17 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11SECRETARY
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherRevenueTotalAmt020
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 20.
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/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/FilingSecurityInformation/IPTm015:16:39
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097204
ReturnHeader/PreparerPersonGrp/PhoneNum05032270581
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANG AHN
ReturnHeader/ReturnTs02019-05-15T14:40:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$20
Expenses
$20
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
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.02$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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