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Arts, Culture, Humanities : Performing Arts

Oregon Symphony

Moving Music Forward

three stars

89.51

909 Southwest Washington Portland, OR 97205
tel: (503) 228-4294   Web Site
EIN: 93-0446527

Board Leadership
Robert Harrison
Chair

CEO
Scott Showalter
President & CEO

  Score
(out of 100)
Rating
Overall Score & Rating 89.51 three stars
  Financial 85.72 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 09/01/2018 and includes data from FY2017, the most recent 990 received at that time.

Since its founding in 1896, the Oregon Symphony has played a central role in the cultural life of Oregon. The organization's vision is bold and adventurous: to inspire audiences with exhilarating performances, present the best musicians in a wide range of styles, explore new art forms, shine light on contemporary issues and build a stronger community. The Symphony has garnered Grammy nominations and international acclaim for its high level of artistry and innovation. More than 225,000 attend Symphony performances annually, and an additional 20 million are reached via local and national radio broadcast. The Symphony's Education and Community Engagement programs bring music alive for Oregonians in schools, community centers, retirement communities and unique venues throughout the state, reaching 40,000 children and adults annually throughout the state.

Since its founding in 1896, the Oregon Symphony has played a central role in the cultural life of Oregon. The organization's vision is bold and adventurous: to inspire audiences with exhilarating performances, present the best musicians in a wide range of styles, explore new art forms, shine light on contemporary issues and build a stronger community. The Symphony has garnered Grammy nominations and international acclaim for its high level of artistry and innovation. More than 225,000 attend Symphony performances annually, and an additional 20 million are reached via local and national radio broadcast. The Symphony's Education and Community Engagement programs bring music alive for Oregonians in schools, community centers, retirement communities and unique venues throughout the state, reaching 40,000 children and adults annually throughout the state.

Impact Information

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Financial

three stars

85.72

Accountability & Transparency

four stars

96.00

This rating was published 09/01/2018 and includes data from FY2017, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
78.8%
  Administrative Expenses 15.7%
  Fundraising Expenses 5.3%
  Fundraising Efficiency $0.11
  Working Capital Ratio (years) 0.26
  Program Expenses Growth 8.0%
  Liabilities to Assets 24.1%
All data for Financial Performance Metrics calculations was provided by Oregon Symphony on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Oregon Symphony on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Oregon Symphony (OR) 89.51 three stars
Silkroad (MA) 87.29 three stars
Utah Symphony & Opera (UT) 91.95 four stars
Jacksonville Symphony Orchestra (FL) 87.57 three stars
Santa Barbara Symphony Orchestra Association (CA) 87.97 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $8,352,076
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $718,155
   Related Organizations $0
   Government Grants $609,142
Total Contributions $9,679,373
   Program Service Revenue $9,624,820
Total Primary Revenue $19,304,193
   Other Revenue $388,056
TOTAL REVENUE $19,692,249
   
EXPENSES  
   Program Expenses $14,664,882
   Administrative Expenses $2,798,863
   Fundraising Expenses $1,083,794
TOTAL FUNCTIONAL EXPENSES $18,547,539
   
Payments to Affiliates $0
Excess (or Deficit) for the year $1,144,710
   
Net Assets $13,095,726

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Due to an error on this organization's Form 990, we are unable to display program information.

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-06 09/01/2018 89.51 three stars
2016-06 02/01/2018 85.99 three stars
2015-06 12/01/2016 82.63 three stars
2014-06 06/01/2016 83.99 three stars
 
CN 2.0
2014-06 12/22/2015 82.48 three stars
2013-06 02/01/2015 79.76 two stars
2012-06 12/01/2013 82.66 three stars
2011-06 09/01/2012 80.63 three stars
2010-06 09/20/2011 79.63 two stars
 
CN 1.0
2009-06 11/24/2010 72.85 two stars
2008-06 12/15/2009 78.16 two stars
2007-06 08/01/2008 74.43 two stars
2006-06 09/01/2007 72.49 two stars
2005-06 10/01/2006 72.47 two stars
2004-06 12/01/2005 68.33 one star
2003-06 08/01/2004 85.89 three stars
2002-06 06/09/2003 88.52 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 93-0446527
Name in IRS Master File OREGON SYMPHONY ASSOCIATION
NTEE Code A69
NTEE Classification Symphony Orchestras
NTEE Type Arts, Culture and Humanities
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (119) Other cultural or historical activities
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
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).
Group Name [Not Applicable]
Ruling Date June, 1954
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013
Compensation % of Expenses Paid to Title
$248,177 1.33% Scott Showalter President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Oregon Symphony (OR) 89.51 three stars
The Delaware Symphony Orchestra (DE) 87.75 three stars
Wichita Symphony Society (KS) 92.84 four stars
Apollo's Fire (OH) 86.54 three stars
Kalamazoo Symphony Orchestra (MI) 90.88 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Oregon Symphony
909 Southwest Washington
Portland, OR 97205
tel: (503) 228-4294
fax: (503) 228-4150
EIN: 93-0446527

Mail donations to:
921 Southwest Washington
Suite 200
Portland, OR 97205

Visit Web Site

Board Leadership

Robert Harrison
Chair

CEO

Scott Showalter
President & CEO

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