Mission: Now in its 49th season, Chamber Music Northwest serves more than 100,000 people annually with more than 100 main stage concerts, casual concerts in non-traditional v ... (More)

Chamber Music Northwest is a 501(c)(3) organization, with an IRS ruling year of 1974, and donations are tax-deductible.

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Contact Information

  http://www.cmnw.org/

 2300 SW First Avenue
Suite 103
Portland OR 97201 

  503-223-3202


You are viewing this organization's new Charity Navigator profile page. To view the legacy version, click here.

Star Rating System by Charity Navigator


Charity Navigator evaluates a nonprofit organization’s financial health including measures of stability, efficiency and sustainability. We also track accountability and transparency policies to ensure the good governance and integrity of the organization.




Exceptional

This charity's score is 93.23, earning it a 4-Star rating. Donors can "Give with Confidence" to this charity. 

This score is calculated from two sub-scores:

This score represents Form 990 data from 2019, the latest year published by the IRS.

View this organization’s historical ratings.


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Star Rated Report

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Program Expense

Program Expense Ratio

80.2%


The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s).


This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver. Dividing a charity's average program expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Administrative Expenses

8.6%


As reported by charities on their IRS Form 990, this measure reflects what percent of its total budget a charity spends on overhead, administrative staff and associated costs, and organizational meetings. Dividing a charity's average administrative expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Fundraising Expenses

11.1%


This measure reflects what a charity spends to raise money. Fundraising expenses can include campaign printing, publicity, mailing, and staffing and costs incurred in soliciting donations, memberships, and grants. Dividing a charity's average fundraising expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Liabilities to Assets Ratio

1.6%


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990).


Part of our goal in rating the financial performance of charities is to help donors assess the financial capacity and sustainability of a charity. As do organizations in other sectors, charities must be mindful of their management of total liabilites in relation to their total assets. This ratio is an indicator of an organization’s solvency and or long term sustainability. Dividing a charity's total liabilities by its total assets yields this percentage.


Source: IRS Form 990

Fundraising Efficiency

$0.18


The amount spent to raise $1 in charitable contributions. To calculate a charity's fundraising efficiency, we divide its average fundraising expenses by the average total contributions it receives. We calculate the charity's average expenses and average contributions over its three most recent fiscal years.


Source: IRS Form 990

Working Capital Ratio

2.33 years


Determines how long a charity could sustain its level of spending using its net available assets, or working capital, as reported on its most recently filed Form 990. We include in a charity's working capital unrestricted and temporarily restricted net assets, and exclude permanently restricted net assets. Dividing these net available assets in the most recent year by a charity's average total expenses, yields the working capital ratio. We calculate the charity's average total expenses over its three most recent fiscal years.


Source: IRS Form 990

Program Expense Growth

3.81%


We compute the average annual growth of program expenses using the following formula: [(Yn/Y0)(1/n)]-1, where Y0 is a charity's program expenses in the first year of the interval analyzed, Yn is the charity's program expenses in the most recent year, and n is the interval of years passed between Y0 and Yn.


Source: IRS Form 990

Governance


Charity Navigator looks to confirm on the Form 990 that the organization has these governance practices in place.


Sources Include: IRS Form 990

Governance:
Independent Voting Board Members  ... (More)
No Material Diversion of Assets ... (More)

A diversion of assets – any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft – can seriously call into question a charity's financial integrity. We check the charity's last two Forms 990 to see if the charity has reported any diversion of assets. If the charity does report a diversion, then we check to see if it complied with the Form 990 instructions by describing what happened and its corrective action. This metric will be assigned to one of the following categories:

  • Full Credit: There has been no diversion of assets within the last two years.

  • Partial Credit: There has been a diversion of assets within the last two years and the charity has used Schedule O on the Form 990 to explain: the nature of the diversion, the amount of money or property involved and the corrective action taken to address the matter. In this situation, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: There has been a diversion of assets within the last two years and the charity's explanation on Schedule O is either non-existent or not sufficient. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Audited Financials Prepared by Independent Accountant ... (More)

Audited financial statements provide important information about financial accountability and accuracy. They should be prepared by an independent accountant with oversight from an audit committee. (It is not necessary that the audit committee be a separate committee. Often at smaller charities, it falls within the responsibilities of the finance committee or the executive committee.) The committee provides an important oversight layer between the management of the organization, which is responsible for the financial information reported, and the independent accountant, who reviews the financials and issues an opinion based on its findings. We check the charity's Form 990 reporting to see if it meets this criteria.

  • Full Credit: The charity's audited financials were prepared by an independent accountant with an audit oversight committee.

  • Partial Credit: The charity's audited financials were prepared by an independent accountant, but it did not have an audit oversight committee. In this case, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: The charity did not have its audited financials prepared by an independent accountant. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
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Does Not Provide Loan(s) to or Receive Loan(s) From Related Parties ... (More)
Documents Board Meeting Minutes ... (More)
Distributes 990 to Board Before Filing ... (More)
Compensates Board ... (More)

Policies


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization has these policies in place.


Sources Include: IRS Form 990 and organization's website

Policies:
Conflict of Interest  ... (More)
Whistleblower ... (More)
Records Retention and Destruction ... (More)
CEO Compensation Process ... (More)
Donor Privacy ... (More)

Donors have expressed extreme concern about the use of their personal information by charities and the desire to have this information kept confidential. The exchanging and sale of lists for telemarketing and the mass distribution of "junk mail," among other things, can be minimized if the charity assures the privacy of its donors. Privacy policies are assigned to one of the following categories:

  • Yes: This charity has a written donor privacy policy published on its website, which states unambiguously that (1) it will not share or sell a donor's personal information with anyone else, nor send donor mailings on behalf of other organizations or (2) it will only share or sell personal information once the donor has given the charity specific permission to do so.

  • Opt-out: The charity has a written privacy policy published on its website which enables donors to tell the charity to remove their names and contact information from lists the charity shares or sells. How a donor can have themselves removed from a list differs from one charity to the next, but any and all opt-out policies require donors to take specific action to protect their privacy.
  • No: This charity either does not have a written donor privacy policy in place to protect their contributors' personal information, or the existing policy does not meet our criteria.

The privacy policy must be specific to donor information. A general website policy which references "visitor" or "user" personal information will not suffice. A policy that refers to donor information collected on the website is also not sufficient as the policy must be comprehensive and applicable to both online and offline donors. The existence of a privacy policy of any type does not prohibit the charity itself from contacting the donor for informational, educational, or solicitation purposes.

(Less)

Transparency


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization makes this information easily accessible.


Sources Include: IRS Form 990 and organization's website

Transparency:
CEO Salary Listed on 990 ... (More)
Board of Directors Listed on Website ... (More)
Key Staff Listed on Website ... (More)
Audited Financial Statements on Website ... (More)
Form 990 Available on Website ... (More)

Additional Information

Unscored

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Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are this organizations key compensated staff members as identified by our analysts. This compensation data includes salary, cash bonuses and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



Peter Bilotta, Executive Director

$157,975 (8.69% of Total Expenses)


Source: IRS Form 990 (page 7), filing year 2020

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Cultural performances (BMF activity code: 090)

Other instruction and training (BMF activity code: 149)

Other cultural or historical activities (BMF activity code: 119)


Foundation Status:

Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi) (BMF foundation code: 15)


Affiliation:

Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them. Charities may submit their own pandemic responses through their nonprofit portal.


Chamber Music Northwest reported being impacted by COVID-19 in the following ways:
  • Program Delivery

  • Fundraising Capacity

  • Revenue

  • Staffing

  • Administrative Capacity


How COVID-19 impacted the organization's operations financially:

COVID-19 required the full cancellation of the five concerts in the second half of Chamber Music Northwest's 2019-20 season, and the complete cancellation of our 5-week 2020 Summer Festival of more than 60 concerts and events, including our 50th Anniversary Fundraising Gala. Total lost ticket revenue from these performances and events was more than $600,000. Despite these cancellations, CMNW provided all musicians engaged for concerts with 50% of their originally contracted fees. To offset these losses, Chamber Music Northwest significantly reduced program expenditures (though not entirely as we shifted to online programming), imposed staff reductions and furloughs, and successfully received COVID relief funding through the Small Business Administration's Payroll Protection and EIDL programs, as well as local, state and regional funders.


How COVID-19 impacted the organization's delivery of programs:

During our 2019-20 season, COVID-19 required the full cancellation of the five concerts in the second half of Chamber Music Northwest's 2019-20 season, and the complete cancellation of our 5-week 2020 Summer Festival of more than 60 concerts and events. It also forced the suspension of most of our education and community engagement programs. For our just-completed 2020-21 season, the pandemic required us to shift entirely to online, streaming concerts. It also forced us to significantly reduce the size and scope of our 2021 summer festival to approximately one-third of its normal scale, with fewer artists and fewer concerts with strict attendance limits and health and safety protocols in place. These restrictions will likely continue into our upcoming 2021-22 season beginning in October.


How this organization adapted to changing conditions caused by COVID-19:

In 2020, CMNW was one of the first music festivals in the nation to pivot to provide a Virtual Summer Festival for our audiences. Utilizing existing videos of recent concerts and new ones created with our artists, CMNW produced 21 streaming concerts that were enjoyed for free by more than 50,000 viewers. For our 2020-21 season, we engaged musicians, venues, videographers, and recording engineers around the world to produce 9 exceptional recorded concerts for us. These programs were enjoyed by more than 10,000 viewers worldwide. We also allowed each artist to license our video concert to other presenters to earn additional income. Additionally, CMNW was one of the first major music festivals to return to live performances. We accomplished this through a unique hybrid 2021 Summer Festival that produced four weeks of live concerts with limited attendance, distanced seating, and face masks. Each concert was also recorded and streamed to a much larger audience not able to attend.


Innovations the organization intends to continue permanently after the pandemic:

Recording, producing, and streaming very high-quality concert performances the past 18 months has proven extremely successful for Chamber Music Northwest. It has allowed us to build a new audience that is larger, more culturally diverse, and more geographically far-reaching than ever before. Moreover, we have proven that our audiences are more than willing to pay for these performances to properly compensate artists for their work, even in a virtual performance. Though we are now returning to a fuller schedule of live concerts for our 2021-22 season, we anticipate that all our future seasons and Summer Festivals will include the option of streamed performances in addition to live concerts. For our upcoming October - May season, half of the concerts will be recorded and streamed to an at-home audience. For next year's 2022 Summer Festival, we anticipate recording and streaming at least one concert weekly.


Historical Ratings

Date PublishedForm 990 FYEOverall ScoreOverall Rating
Rating Version: 2.1
9/1/20212019 93.23
2/1/20202018 95.57
10/1/20182017 95.38
9/1/20172016 94.88
8/1/20172016 94.46

This organization received multiple star ratings within this fiscal year, due to an update to it's Accountability and Transparency data and/or the receipt of an amended Form 990.

11/1/20162015 89.23
10/1/20162015 88.15
6/1/20162014 84.81
Rating Version: 2.0
6/1/20152014 80.68
4/1/20152013 80.21
3/1/20152013 80.10
12/1/20142013 78.74
11/1/20132012 87.31
10/1/20132012 84.68
7/1/20122011 86.92
9/20/20112010 77.36
Rating Version: 1.0
10/1/20102009 71.02
12/1/20092008 74.87
9/1/20082007 79.56
8/1/20072006 87.36
7/1/20062005 90.59
9/1/20052004 94.56
8/1/20042003 97.02
9/1/20032002 85.07

...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

Chamber Music Northwest cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.

Do you work at Chamber Music Northwest? Join the waitlist for an updated Impact & Results score.


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Additional Information

Unscored

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Largest Programs

Largest Programs



Chamber Music Northwest reported its largest program on its FY 2020 Form 990 as:


$1,019,589

Spent in most recent FY

100%

Percent of program expenses


NOW IN ITS 51ST SEASON, CHAMBER MUSIC NORTHWEST ("CMNW") SERVES UP TO 50,000 PEOPLE IN OREGON AND SOUTHWEST WASHINGTON WITH EXCEPTIONAL CHAMBER MUSIC THROUGH 100 EVENTS ANNUALLY, INCLUDING SUMMER AND  ... (More)


...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by Chamber Music Northwest is a passing score.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


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Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s mission


Chamber Music Northwest’s mission is to inspire our community through concerts and events celebrating the richness and diversity of chamber music, performed by artists of the highest caliber, presenting our community with exceptional opportunities for enjoyment, education, and reflection.


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


Our vision is to accomplish this through a Chamber Music Northwest that is: INSPIRING. Presenting music of the highest quality – traditional chamber music and contemporary repertoire by world-class artists willing to take risks. INNOVATIVE. Leading in artistic innovation as champions of new music and genres, diverse and emerging artists, and new venues and ways of experiencing our music. ENGAGING. Removing barriers to participation and making our concert experiences welcoming, comfortable, convenient and enjoyable for everyone in our community. RELEVANT. Sharing our music with young people, underserved areas, and non-traditional audiences by engaging with our community with a commitment to accessibility, equity and inclusion. TRANSFORMATIVE. Reimagining our music, our organization, and our partnerships over time to better serve our audiences and our community.


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: Artistic and programmatic transformation of our Summer Festival for 2022 to serve more communities and provide a significantly increased number of free and accessible educational and community events.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Goal Two: Creation of a new summer Young Artist Institute to provide in-depth mentorship opportunities for exceptional high school string musicians.

Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.


Goal Three: Launch of our 50th Anniversary Endowment Campaign to create a new fund for artistic innovation to support future artistic experimentation, risk-taking, and collaboration.

Goal Type: Invest in the capacity of our organization (financial, management, technical, etc.).


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

CMNW regularly provides training and growth opportunities for staff and board members to increase their knowledge, skills, and abilities. All staff regularly have the opportunity to participate in continuing education workshops, conferences, and skills training related to their professional roles. Board members also receive regular training in important topics such as diversity, equity & inclusion, fiduciary responsibilities, fundraising, and patron cultivation, among other topics.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Networks of Collective Impact Efforts

  • Raising Awareness

  • Policy Advocacy

What are this organization’s external mobilizaton efforts?

CMNW's board and staff regularly participate in a wide range of external groups, such as the Regional Arts & Culture Council, Cultural Advocacy Coalition of Oregon, Oregon Cultural Trust, Travel Oregon, and other local and regional advocacy and educational groups. They also provide direct leadership of CMNW's educational and community partner organizations as volunteers and board members to ensure that our organization is utilizing CMNW's resources to further the mission of these partner groups - youth orchestras and music training programs, our partner schools and school districts, and numerous social and health service organization in our community.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


As soon as it became clear during the spring of 2020 that we would not be able to present our 2020 Summer Festival, CMNW immediately pivoted to instead present a complete 5-week online Virtual Summer Festival for our audiences. We were among the first major music festivals in the nation to do so, producing and presenting 18 unique online concerts for a nationwide audience of more than 50,000 people - all provided for free. Then, last fall, CMNW was also one of the first major classical music organizations in the nation to forge ahead with a full 2020-21 season. We produced a full season of exceptionally high quality streaming concerts that set the video and audio standards for many other music organizations - so much so that CMNW has been recognized by the Chamber Music Society of Lincoln Center as the chamber music organization that has done the most to advance our art form during the pandemic. In our return to live concerts this summer and fall, we have adopted a unique hybrid model, continuing to present our performances both live, and online for those who cannot attend in person due to continuing safety concerns.

Source: Nonprofit submitted responses

...   Culture & Community


This score provides an assessment of the organization's engagement with the constituents it serves, a practice we term Constituent Feedback. When organizations listen to constituents, they are able to better deliver on programs and meet the needs of stakeholders. A future version of this Beacon will also assess an organization's people operations and its Diversity, Equity and Inclusion (DEI) metrics.


Culture & Community Score

100

out of 100

The score earned by Chamber Music Northwest is a passing score.

Encompass Rating V4 provides an evaluation of an organization's Culture and Community by measuring its Constituent Feedback practices (see report below). Constituent Feedback data provides 100% of the basis for the initial evaluation of the Culture & Community Beacon.


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Culture & Community Report

100

of 100 points

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Constituent Feedback

Constituent Feedback

Full Credit


This organization reported that it is collecting feedback.


Here's how this organization is listening and learning from the people they serve:


How is your organization collecting feedback from the people you serve?

Electronic surveys (by email, tablet, etc.), Focus groups or interviews (by phone or in person), Paper surveys, Case management notes, Constituent (client or resident, etc.) advisory committees, Suggestion box/email


How is your organization using feedback from the people you serve?

To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve


With whom does your organization share the feedback you got from the people you serve?

The people we serve, Our staff, Our board, Our funders, Our community partners


What challenges does your organization face in collecting feedback from the people you serve?

The people we serve tell us they find data collection burdensome, It is hard to come up with good questions to ask people, It is difficult to get honest feedback from our clients, It is difficult to identify actionable feedback, Other means


Briefly describe a recent change that your organization made in response to feedback from the people you serve.

This past year, Chamber Music Northwest conducted an international search for new artistic leadership to succeed Artistic Director David Shifrin in late 2020. Our year-long selection process was heavily influenced by surveys, focus groups, and conversations with many stakeholders. This feedback was the foundation of our selection criteria, which ultimately determined all semi-finalists, finalists, and the new Co-Artistic Directors we selected.



Methodology


Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective. We've partnered with GuideStar by Candid to survey organizations about their feedback practices. Nonprofit organizations can fill out the How We Listen section of their Candid profile to receive a rating.


Charity Navigator awards full credit for this Beacon to every nonprofit that is eligible for an Encompass Rating that completes the survey, in recognition of their willingness to publicly share this information with the nonprofit and philanthropic communities. This data is not evaluated for quality at this time. Validation will be added in future iterations of this Beacon.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Our partnership with Feedback Labs and Guidestar by Candid, and other partners including Fund for Shared Insight, GlobalGiving, and Keystone Accountability, enables us to launch the first version of this beacon with Constituent Feedback information collected on Candid's site.


Feedback practices have been shown to support better Diversity, Equity, and Inclusion outcomes, an essential area of assessment that we intend to further expand and develop in the future. Feedback Labs has documented several studies which indicate that beyond achieving organizational goals, nonprofits that are attentive and responsive to concerns and ideas raised by beneficiaries establish stronger relationships with the people they serve, promote greater equity, and empower constituents in ways that can help to ensure better long-term outcomes. You can find resources to help nonprofits improve their feedback practices here.

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