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← OREGON SYMPHONY ASSOCIATION IN SALEM

Form 990 for tax year 2023

Filed by OREGON SYMPHONY ASSOCIATION IN SALEM.

Totals

Total revenue
$391,514
Total expenses
$500,728
Contributions and grants received
$206,730
Grants paid
$0
Program service revenue
$169,270
Investment income
$2,259
Other revenue
$13,255
Total assets, end of year
$401,048
Total liabilities, end of year
$91,797
Net assets or fund balances, end of year
$309,251
Program services expenses (Part IX)
$375,868
Management and general expenses
$57,837
Fundraising expenses
$67,023
Program service expenses (Part III)
$375,868

Program services were 75.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $11,100

  • 1e · Government grants (contributions)

    $20,189

  • 1f · All other contributions, gifts and grants

    $175,441

  • 1g · Noncash contributions included above

    $8,145

  • 2a · Program service revenue: CONCERT TICKET & FEES

    total $169,270 · related or exempt $169,270

  • 3 · Investment income

    total $1,238 · excluded $1,238

  • 7a · Gross sales of assets other than inventory

    securities $6,387

  • 7b · Less cost or other basis and sales expenses

    securities $5,366

  • 7c · Gain or loss

    securities $1,021

  • 7d · Net gain or loss

    total $1,021 · excluded $1,021

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $11,100

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: ADVERTISING SALES

    total $13,255 · unrelated business $13,255

  • 11e · Other revenue, total

    $13,255

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $96,405 · program services $26,405 · management and general $35,000 · fundraising $35,000

  • 8 · Pension plan contributions

    total $3,216 · program services $504 · management and general $1,356 · fundraising $1,356

  • 9 · Other employee benefits

    total $12,993 · program services $5,149 · management and general $3,922 · fundraising $3,922

  • 10 · Payroll taxes

    total $8,235 · program services $1,893 · management and general $3,171 · fundraising $3,171

  • 11c · Fees: accounting

    total $6,336 · management and general $6,336

  • 11f · Fees: investment management

    total $1,447 · management and general $1,447

  • 11g · Fees: other

    total $263,029 · program services $262,104 · management and general $899 · fundraising $26

  • 12 · Advertising and promotion

    total $17,782 · program services $17,299 · fundraising $483

  • 13 · Office expenses

    total $18,140 · program services $17,070 · management and general $10 · fundraising $1,060

  • 16 · Occupancy

    total $32,129 · program services $22,824 · management and general $515 · fundraising $8,790

  • 17 · Travel

    total $13,502 · program services $8,889 · fundraising $4,613

  • 22 · Depreciation, depletion and amortization

    total $6,404 · program services $2,562 · management and general $1,921 · fundraising $1,921

  • 24a · Other expenses: EQUIPMENT AND MAINTENAN

    total $10,480 · program services $8,693 · management and general $1,215 · fundraising $572

  • 24b · Other expenses: PERFORMANCE EXPENSE

    total $1,200 · program services $1,200 · management and general $0 · fundraising $0

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $480 · program services $0 · management and general $480 · fundraising $0

  • 24e · All other expenses

    total $8,950 · program services $1,276 · management and general $1,565 · fundraising $6,109

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,000 · end of year $1,000

  • 3 · Pledges and grants receivable

    beginning of year $4,805 · end of year $13,019

  • 4 · Accounts receivable

    beginning of year $312,732 · end of year $216,627

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,625 · end of year $341

  • 10a · Land, buildings and equipment: cost or other basis

    $38,351

  • 10b · Land, buildings and equipment: accumulated depreciation

    $29,018

  • 10c · Land, buildings and equipment, net

    beginning of year $15,737 · end of year $9,333

  • 11 · Investments: publicly traded securities

    beginning of year $151,374

  • 12 · Investments: other securities

    end of year $160,728

  • 19 · Deferred revenue

    beginning of year $93,736 · end of year $91,797

  • 27 · Net assets without donor restrictions

    beginning of year $353,134 · end of year $249,299

  • 28 · Net assets with donor restrictions

    beginning of year $50,403 · end of year $59,952

Mission and programs · 2023

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 LEARNING THROUGH YOUTH PROGRAMS AND COMMUNITY ENGAGEMENT.

  • SINCE 1955, THE OREGON SYMPHONY ASSOCIATION IN SALEM HAS "EXISTED 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 LEARNING THROUGH YOUTH PROGRAMS AND COMMUNITY ENGAGEMENT."

    Expenses $375,868 · Revenue $169,270

As filed on the 2023 return.

Listed in Part VII

  • SCOTT SHOWALTER

    PRESIDENT THROUGH 10/2023

    Total calculated
    $448,474
    From this org
    $0
    From related orgs
    $424,042
    Other
    $24,432
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $324,042 related
    Bonus
    $0 + $100,000 related
    Other
    $0
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $7,932 related
    Filer's total
    $0 + $448,474 related

  • ISAAC THOMPSON

    PRESIDENT

    Total calculated
    $145,743
    From this org
    $0
    From related orgs
    $139,564
    Other
    $6,179
    Hours/week
    2 + 58 related

  • JANICE ROMANO

    TREASURER THROUGH 05/2024

    Total calculated
    $164,139
    From this org
    $0
    From related orgs
    $142,366
    Other
    $21,773
    Hours/week
    3 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $142,366 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,027 related
    Nontaxable benefits
    $0 + $14,746 related
    Filer's total
    $0 + $164,139 related

  • STEVE WENIG

    SECRETARY

    Total calculated
    $165,845
    From this org
    $0
    From related orgs
    $138,519
    Other
    $27,326
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,519 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,837 related
    Nontaxable benefits
    $0 + $20,489 related
    Filer's total
    $0 + $165,845 related

  • HILARY BLAKEMORE

    TREASURER

    Total calculated
    $172,283
    From this org
    $0
    From related orgs
    $155,343
    Other
    $16,940
    Hours/week
    3 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,343 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,348 related
    Nontaxable benefits
    $0 + $9,592 related
    Filer's total
    $0 + $172,283 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202541359349315169

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