Civic Intelligence

Oregon Symphony Association in Salem

990 • Fiscal year 2016 • EIN 93-6031819

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 10, 2017

Organization ProfileWWW.ORSYMPHONYSALEM.ORG
PO Box 324Salem, OR 97308

(503) 364-0149

Siviq Scores

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

Liabilities / Assets

86th percentile

0.31x

Higher debt load relative to assets than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

0.28x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

12th percentile

-31%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

93rd percentile

$54,130

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$296,274

Down $140,707 (-32%) from 2015

Net Assets

Down

$203,406

Down $120,458 (-37%) from 2015

Liabilities

Down

$92,868

Down $20,249 (-18%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin12th percentile

Revenue

Down

$337,095

Down $47,356 (-12%) from 2015

Expenses

Up

$441,889

Up $47,986 (+12%) from 2015

Net Income

Down

-$104,794

Down $95,342 (-1009%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$600K$400K$200K$0Assets 2011: $484,109Liabilities 2011: $0Net Assets 2011: $484,1092011Assets 2012: $447,143Liabilities 2012: $132,748Net Assets 2012: $314,3952012Assets 2013: $478,080Liabilities 2013: $151,778Net Assets 2013: $326,3022013Assets 2014: $451,707Liabilities 2014: $118,139Net Assets 2014: $333,5682014Assets 2015: $436,981Liabilities 2015: $113,117Net Assets 2015: $323,8642015Assets 2016: $296,274Liabilities 2016: $92,868Net Assets 2016: $203,4062016Assets 2017: $296,283Liabilities 2017: $107,636Net Assets 2017: $188,6472017Assets 2018: $296,433Liabilities 2018: $100,483Net Assets 2018: $195,9502018Assets 2019: $310,697Liabilities 2019: $111,856Net Assets 2019: $198,8412019Assets 2020: $255,132Liabilities 2020: $107,056Net Assets 2020: $148,0762020Assets 2021: $384,882Liabilities 2021: $111,277Net Assets 2021: $273,6052021Assets 2022: $488,541Liabilities 2022: $93,361Net Assets 2022: $395,1802022Assets 2023: $497,273Liabilities 2023: $93,736Net Assets 2023: $403,5372023Assets 2024: $401,048Liabilities 2024: $91,797Net Assets 2024: $309,2512024

Highlighted filing

2016

Assets$296,274
Liabilities$92,868
Net Assets$203,406
Open 2016 Filing

Operations Trend

Revenue Growth31st percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $513,956Expenses 2011: $495,619Net Income 2011: $18,3372011Revenue 2012: $506,881Expenses 2012: $514,025Net Income 2012: -$7,1442012Revenue 2013: $488,240Expenses 2013: $496,853Net Income 2013: -$8,6132013Revenue 2014: $362,077Expenses 2014: $380,823Net Income 2014: -$18,7462014Revenue 2015: $384,451Expenses 2015: $393,903Net Income 2015: -$9,4522015Revenue 2016: $337,095Expenses 2016: $441,889Net Income 2016: -$104,7942016Revenue 2017: $353,172Expenses 2017: $386,719Net Income 2017: -$33,5472017Revenue 2018: $454,097Expenses 2018: $460,163Net Income 2018: -$6,0662018Revenue 2019: $441,433Expenses 2019: $445,285Net Income 2019: -$3,8522019Revenue 2020: $340,424Expenses 2020: $390,317Net Income 2020: -$49,8932020Revenue 2021: $216,845Expenses 2021: $130,770Net Income 2021: $86,0752021Revenue 2022: $615,864Expenses 2022: $482,264Net Income 2022: $133,6002022Revenue 2023: $424,281Expenses 2023: $425,567Net Income 2023: -$1,2862023Revenue 2024: $391,514Expenses 2024: $500,728Net Income 2024: -$109,2142024

Highlighted filing

2016

Revenue$337,095
Expenses$441,889
Net Income-$104,794
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 10, 2017
Return Version
2015v3.0
Gross Receipts
$337,095
Mission and Program Overview

Mission

The oregon symphony association in salem exists to enrich the cultural life of the mid-willamette valley by providing the world class music of the oregon symphony and by enhancing music appreciation and education through youth programs and outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$264,383$171,632▼ $92,751
Cash and Non-Interest-Bearing Accounts$150,439$113,790▼ $36,649
Savings and Temporary Cash Investments$14,662$4,666▼ $9,996
Accounts Receivable$4,326$3,276▼ $1,050
Inventories for Sale or Use$2,510$2,510→ $0
Land, Buildings, and Equipment, Net$661$400▼ $261
Total Assets$436,981$296,274▼ $140,707
Liabilities
Deferred Revenue$111,637$92,868▼ $18,769
Accounts Payable and Accrued Expenses$1,480$0▼ $1,480
Total Liabilities$113,117$92,868▼ $20,249
Net Assets / Fund Balance
Unrestricted Net Assets$228,337$116,893▼ $111,444
Temporarily Rstr Net Assets$75,527$61,513▼ $14,014
Permanently Rstr Net Assets$20,000$25,000▲ $5,000
Total Net Assets Fund Balance$323,864$203,406▼ $120,458
Total Liabilities and Net Assets / Fund Balance$436,981$296,274▼ $140,707

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$400$10,547$10,947
Other Securities$171,632--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$95,527-▼ $3,512-$86,513
2014$99,835-▲ $626-$95,527
2013$89,773-▲ $14,832-$99,835
2012$85,290-▲ $9,125-$89,773
2011$93,083-▼ $3,048-$85,290
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Christine Whiteside Thru 12102015Executive DirectorFT$54,130$54,130

Board Members and Trustees

NameTitle
Meg WeissPast President
Francine ShetterlyPresident
Shelly PayneVice President
Cornelia ParaskevasDirector
James MileyDirector
Jason PegisDirector
John ClydeDirector
Joseph AllanDirector
Nick WilliamsDirector
Richard Scott Resigned 8315Director
Steve KenneyDirector
Laura Aguero Beg 121015Executive Director
Joann YockeyMember at Large
Carol KeeferSecretary
Fred DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$117,300
Program Service Revenue
$214,781
Investment Income
$4,855
Other Revenue
$159
All Other Contributions
$109,800
Change in Net Assets
$-104,794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$356,224
Salaries, Compensation, and Employee Benefits$83,365
Total Fundraising Expense$21,691
Grants and Similar Amounts Paid$2,300
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$270,431$853$13,750$285,034
Current Officers, Directors, Trustees, and Key Employees-$49,670-$49,670
Advertising$30,166-$6,251$36,417
Other Salaries and Wages-$24,669-$24,669
Office Expenses$6,367$7,558$590$14,515
Payroll Taxes-$9,026-$9,026
Information Technology-$2,543$1,100$3,643
Fees for Services Accounting-$3,406-$3,406
Insurance-$3,132-$3,132
Grants to Domestic Individuals$2,300--$2,300
Other Expenses$1,186$985-$2,171
Fees for Service Investment Mgmnt Fees-$2,018-$2,018
Occupancy-$1,545-$1,545
Depreciation Depletion-$261-$261
Conferences and Meetings-$247-$247
Total Functional Expenses$314,285$105,913$21,691$441,889
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
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 11

“The executive director. Business manager and the executive board committee review the 990 before filing.”

Form 990, Part VI, Section B, Line 12C

“Board members sign a disclosure affidavit annually.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Oregon Symphony Association
EIN
93-6031819
Phone
5033640149
Address
PO BOX 324, SALEM, OR 97308

Signing Officer

Name
Francine Shetterly
Title
President
Phone
5033640149
Signed
2017-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Francine Shetterly
Formed
1955
Legal Domicile
Or
Voting Board Members
13
Independent Board Members
13
Employees
3
Volunteers
80

Preparer

Firm
Grove Mueller & Swank Pc
Address
475 COTTAGE STREET NE SUITE 200, SALEM, OR 97301
Preparer
John D Hawkins Jd CPA
Phone
5035817788
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Orchestra and concert fees: program service expenses 270,431. Management and general expenses 0. Fundraising expenses 0. Total expenses 270,431. Other services: program service expenses 0. Management and general expenses 853. Fundraising expenses 13,750. Total expenses 14,603.”

FORM 990, PART XI, LINE 9:

“BAD DEBT -1,897.”

Financial Statement Notes

PART V, LINE 4:

“Supports a young musicians competition with prizes”

Raw XML AppendixShowing 400 of 537 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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IRS990/ActivityOrMissionDesc0THE OREGON SYMPHONY ASSOCIATION IN SALEM EXISTS TO ENRICH THE CULTURAL LIFE OF THE MID-WILLAMETTE VALLEY BY PROVIDING THE WORLD CLASS MUSIC OF THE OREGON SYMPHONY AND BY ENHANCING MUSIC APPRECIATION AND EDUCATION THROUGH YOUTH PROGRAMS AND OUTREACH.
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IRS990/Desc0OSAS BROUGHT THE OREGON SYMPHONY TO SALEM FOR SEVEN CLASSICAL CONCERTS DURING THE SEASON ENDING JUNE 2016. THESE CONCERTS SERVED MORE THAN 6000 PATRONS INCLUDING CHILDREN, SENIOR CITIZENS AND THE UNDERSERVED. WE PROVIDED MORE THAN 550 STUDENTS OF ALL AGES AND OREGON TRAIL CARDHOLDERS (SNAP) $5 TICKETS (AN AVERAGE DISCOUNT OF $40) AS A BENEFIT TO THE COMMUNITY AND SUPPORTS STUDENTS AND MUSIC EDUCATION PROGRAMS OF LOCAL SCHOOLS. IT IS OUR UNDERSTANDING THAT SALEM, THROUGH OSAS, IS THE ONLY CITY, WHICH CONTRACTS FOR A SEASON OF CONCERTS WITH A NATIONALLY RECOGNIZED ORCHESTRA, AND THE OVERHEAD FOR ADVERTISING, TICKET SALES, AND OTHER ADMINISTRATIVE EXPENSES ARE COVERED THROUGH DONATIONS AND SPONSORSHIP SUPPORT.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/MissionDesc0THE OREGON SYMPHONY ASSOCIATION IN SALEM EXISTS TO ENRICH THE CULTURAL LIFE OF THE MID-WILLAMETTE VALLEY BY PROVIDING THE WORLD CLASS MUSIC OF THE OREGON SYMPHONY AND BY ENHANCING MUSIC APPRECIATION AND EDUCATION THROUGH YOUTH PROGRAMS AND OUTREACH.
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IRS990/OtherExpensesGrp/ProgramServicesAmt11186
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt025000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0FRANCINE SHETTERLY
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1511190
IRS990/ProgramServiceRevenueGrp/Desc0TICKET SALES
IRS990/ProgramServiceRevenueGrp/Desc1ADVERTISING (EXCLUSION
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116322
IRS990/ProgSrvcAccomActy2Grp/Desc0THE SECONDARY GOAL OF THE OREGON SYMPHONY IS TO SUPPORT THE GROWTH AND DEVELOPMENT OF STRONG MUSIC EDUCATION PROGRAMS IN THE LOCAL SCHOOLS. IN THE LAST YEAR, OSAS HOSTED MASTER COACHING CLASSES OFFERED BY OREGON SYMPHONY MUSICIANS IN THE AREA HIGH SCHOOLS, SPONSORED AN ESSAY COMPETITION ON A MUSIC TOPIC FOR ALL AREA ELEMENTARY SCHOOLS. A CONCERTO COMPETITION OPEN TO ALL YOUTH 18 AND UNDER IN THE MID-WILLAMETTE VALLEY WAS HELD, AND OSAS COLLABORATED WITH LOCAL YOUTH SYMPHONIES TO OFFER A YOUNG MUSICIANS SERIES BEFORE THE OREGON SYMPHONY CONCERTS. BECAUSE THE OREGON SYMPHONY MUSICIANS CHARGE FOR THEIR SERVICES AS MASTER COACHES AND ADJUDICATORS, WE SOLICITED CONTRIBUTIONS AND SPONSORSHIPS TO COVER THE COST OF THIS OUTREACH INTO THE COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06966
IRS990/ProgSrvcAccomActy2Grp/GrantAmt02300
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01345
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-104794
IRS990/RegularMonitoringEnfrcInd01
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IRS990/ReportOtherAssetsInd00
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IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0197273
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014662
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04666
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0117300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0177815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0118829
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0130761
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0123518
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0668223
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02489
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03909
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt015176
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0198459
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0183184
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0201698
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0308206
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt034813
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt037126
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IRS990ScheduleA/InvestmentIncomePYPct00.00680
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0506232
IRS990ScheduleA/Total509Grp/TotalAmt02045855
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0476269
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02061396
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$296,274
Liabilities
$92,868
Net assets
$203,406
Revenue
$337,095
Expenses
$441,889
Net income
-$104,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.01$0.92$3.09$3.92$5.01$1.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$0.94$4.04$4.24$4.26$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.89$0.93$3.95$6.16$4.82$1.34
2021Detailed filing. Detailed filing data is available for this year.$3.85$1.11$2.74$2.17$1.31$0.86
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$1.07$1.48$3.40$3.90$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$1.12$1.99$4.41$4.45$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.96$1.00$1.96$4.54$4.60$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.96$1.08$1.89$3.53$3.87$0.34
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.93$2.03$3.37$4.42$1.05
2015Detailed filing. Detailed filing data is available for this year.$4.37$1.13$3.24$3.84$3.94$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.52$1.18$3.34$3.62$3.81$0.19
2013Summary only. Only limited summary data is available for this year.$4.78$1.52$3.26$4.88$4.97$0.09
2012Summary only. Only limited summary data is available for this year.$4.47$1.33$3.14$5.07$5.14$0.07
2011Summary only. Only limited summary data is available for this year.$4.84$0.00$4.84$5.14$4.96$0.18
Peer Organizations

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