2026-05-15T16:08:59-05:00 2025-06-30 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 97204 990 2024-07-01 936031819 OREGON SYMPHONY ASSOCIATION IN SALEM OREG 5032284294 851 SW 6TH AVE 385 PORTLAND OR 97204 DOUG KOOREN INTERIM VP & CFO 5032284294 2026-05-15 1 1 ROSS LOCKWOOD P01374434 5032210336 2026-05-15 2024 2025-03-06 01:10:19Z PAUL SNYDER 851 SW 6TH AVE 385 PORTLAND OR 97204 415851 0 X WWW.ORSYMPHONY.ORG/SALEM X 1955 OR 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. 3 0 0 41 40352 28252 206730 183256 169270 190250 2259 1993 13255 40352 391514 415851 0 0 0 0 120849 83492 0 0 51917 379879 299067 500728 382559 -109214 33292 401048 583429 91797 225245 309251 358184 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. 0 0 290762 190250 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. 290762 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 OR X X DOUG KOOREN 5032284294 851 SW 6TH AVE SUITE 385 PORTLAND OR 97204 ISAAC THOMPSON PRESIDENT & CEO 5.00 30.00 X X 0 407009 16782 HILARY BLAKEMORE TREASURER 5.00 30.00 X X 0 142677 17325 STEVE WENIG SECRETARY 5.00 30.00 X X 0 121915 26876 CRAIG JOHNSON VP & CFO AS OF 01/2025 5.00 30.00 X 0 0 0 PATRICIA SHELTON INTERIM VP FINANCE THROUGH 01/2025 5.00 30.00 X 0 0 0 0 671601 60983 0 0 1 0 0 45222 19022 119012 13480 183256 CONCERT TICKETS & FEES 711130 190250 190250 190250 1115 1115 878 0 878 878 878 ADVERTISING INCOME 541800 40352 40352 40352 415851 190250 40352 1993 X 75111 20573 27269 27269 8137 3225 2456 2456 244 56 94 94 170473 165112 5210 151 26853 26124 729 28900 27195 16 1689 22796 16194 365 6237 20459 13469 6990 3405 3405 4431 1773 1329 1329 EQUIPMENT & MAINTENANCE 13313 11043 1543 727 FUNDRAISING 3395 3395 PERFORMANCE EXPENSE 2415 2415 TAXES & LICENSES 1380 1380 1247 178 218 851 382559 290762 39880 51917 1000 385922 13019 9500 216627 0 341 11220 38351 33449 9333 4902 160728 171885 401048 583429 0 147000 91797 78245 91797 225245 X 249299 302801 59952 55383 309251 358184 401048 583429 33292 15641 0 X X 0 1 X 1 0 X 209225 463005 265781 206730 183256 1327997 147575 146488 169270 190250 653583 209225 610580 412269 376000 373506 1981580 8182 13300 48410 22650 92542 742 4551 135411 140704 8924 4551 148711 48410 22650 233246 1748334 724 1023 4041 1238 1115 8141 2801 4460 7785 22319 37365 724 3824 8501 9023 23434 45506 44 44 209993 614404 420770 385023 396940 2027130 0.86250 0.86480 0.02240 0.00400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 160728 17634 6477 171885 151374 15741 6387 160728 151866 4024 4516 151374 163806 -6104 5836 151866 123627 45699 5520 163806 0.73306 0.18673 0.08021 1 0 16193 16193 0 22158 17256 4902 4902 BENEFICIAL INTEREST IN ASSETS HELD BY OCF 171885 171885 X PART V, LINE 4: THE ENDOWMENT FUND SUPPORTS A YOUNG MUSICIANS COMPETITION WITH PRIZES. PART X, LINE 2: THE ASSOCIATION, FOUNDATION, AND OSAS ARE NONPROFIT CORPORATIONS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. THE SYMPHONY MAY BE SUBJECT TO TAX ON INCOME WHICH IS NOT RELATED TO ITS EXEMPT PURPOSE. FOR THE YEAR END JUNE 30, 2025, NO SUCH UNRELATED BUSINESS INCOME WAS REPORTED AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE SYMPHONY RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE SYMPHONY HAD NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 AND, THEREFORE, NO AMOUNTS HAVE BEEN ACCRUED. 0 0 0 0 0 0 0 0 0 ISAAC THOMPSON PRESIDENT & CEO 0 322009 0 52000 0 33000 0 0 0 16782 0 423791 0 0 HILARY BLAKEMORE TREASURER 0 142677 0 0 0 0 0 8250 0 9075 0 160002 0 0 PART I, LINE 3 THE RELATED ORGANIZATION USES A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, THE FORM 990 OF OTHER ORGANIATIONS, COMPENSATION SURVEYS, AND APPROVAL BY THE BOARD TO ESTABLISH COMPENSATION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE MANAGEMENT OF THE OREGON SYMPHONY (DOUG KOOREN, INTERIM VP & CFO) REVIEWS THE 990 BEFORE IT IS FILED. THE BOARD OF THE OREGON SYMPHONY IN SALEM IS COMPRISED OF MANAGEMENT OF THE OREGON SYMPHONY. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BYLAWS REQUIRE DIRECTORS TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO THE BOARD PRIOR TO CONSIDERATION OF A TRANSACTION. TRANSACTIONS IN WHICH A DIRECTOR HAS AN INTEREST ARE REVIEWED BY THE BOARD, AND MAY BE APPROVED ONLY AFTER DISCLOSURE OF ALL MATERIAL FACTS AND BY THE AFFIRMATIVE VOTE OF A MAJORITY OF DIRECTORS WITH NO INTEREST IN THE TRANSACTION. THE TRANSACTION MUST BE FAIR TO THE ORGANIZATION AT THE TIME OF APPROVAL. THE BOARD IS RESPONSIBLE FOR ADDRESSING CONFLICTS, INCLUDING CONDUCTING INVESTIGATIONS AND HEARINGS AS NECESSARY, AND MAY IMPOSE CORRECTIVE ACTIONS, INCLUDING CENSURE, SUSPENSION, OR REMOVAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ORCHESTRA: PROGRAM SERVICE EXPENSES 147,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 147,000. GUEST CONDUCTORS: PROGRAM SERVICE EXPENSES 3,962. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,962. GUEST ARTISTS: PROGRAM SERVICE EXPENSES 5,457. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,457. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 8,693. MANAGEMENT AND GENERAL EXPENSES 5,210. FUNDRAISING EXPENSES 151. TOTAL EXPENSES 14,054. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OREGON SYMPHONY ASSOCIATION 851 SW 6TH AVE SUITE 385 PORTLAND OR 97204 930446527 SYMPHONY ORCHESTRA OR 501(C)(3) LINE 12B, II N/A 0 OREGON SYMPHONY FOUNDATION 851 SW 6TH AVE SUITE 385 PORTLAND OR 97204 931225609 SYMPHONY ORCHESTRA OR 501(C)(3) LINE 12B, II N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0