Eugene Symphony Association Inc

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

Dave Moss

Phone

5416879487

Tax Period

2022-07-01 to 2023-06-30

Eugene Symphony Association Inc, founded in 1966, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.6M in total revenue in fiscal year 2022. Expenses of $3.0M exceeded revenue, resulting in a 14% operating deficit.

Mission

Enriching lives through the power of music, presenting a diverse range of orchestral repertoire at the highest level of artistic excellence, and providing musical education opportunities for children and adults.

Program Service Accomplishments

Program 1

Expenses: $2,207,702

In 2022/23, Eugene Symphony Association (ESA) produced a full season of performances at the Hult Center for the Performing Arts, comprising nine subscription Symphonic Series concerts, two...

In 2022/23, Eugene Symphony Association (ESA) produced a full season of performances at the Hult Center for the Performing Arts, comprising nine subscription Symphonic Series concerts, two single-ticket Special concerts, and two single-ticket family concerts. The events drew a total 19,607 patrons of all ages. Highlights included the world premiere of Angelica Negron's Symphony No. 1 and the Pacific Northwest premiere of Gabriella Smith's One (both co-commissioned by ESA and Santa Rosa Symphony as part of the joint First Symphony project); the second installment of ESA's three-year "elevated recital" production of Wagner's Tristan und Isolde; the Pacific Northwest premiere of The Fretless Clarinet by David Krakauer and Kathleen Tagg, with clarinetist Krakauer in his Eugene debut; ESA premieres of works by Lili Boulanger, Marianna Martines, Lera Auerbach, Jessie Montgomery, Haydn, and Brahms; ESA debuts by pianists Orion Weiss, Clair Huangci, and Pallavi Mahidhara; violinists Keila Wakao and Julian Rhee; clarinetist Carey Bell; and conductors Nicholas McGegan and Joseph Young; and the launch of a new holiday event, the New Year's Celebration. ESA also broadcast its Hult Center performances on classical radio KWAX, reaching 45,000 potential listeners region wide. An additional 14,430 children and adults took part in the Symphony's Education and Community Outreach (EdCE) activities.

Program 2

ESA strives to foster an appreciation of classical music among people of all ages and backgrounds. Through its Education and Community Engagement (EdCE) Program, ESA annually extends quality...

ESA strives to foster an appreciation of classical music among people of all ages and backgrounds. Through its Education and Community Engagement (EdCE) Program, ESA annually extends quality opportunities for music education, participation, and enrichment to youth, adults, and seniors throughout the Willamette Valley. As a professional orchestra residing within a particularly active music community, ESA also strives to mentor regional musicians at every stage of their musical development and to serve as an incubator for the next generation of classical music talent. To this end, ESA regularly collaborates with area music programs--including the University of Oregon (UO) School of Music and Dance, community-based youth orchestras, and numerous middle- and high-school ensembles--to provide ongoing artistic development opportunities for pre-professional and aspiring musicians. Through remote and in-person activities, ESAs 2022/23 EdCE programs have served 14,309 community members of all ages to date, and have extended participation to residents in six counties (Lane, Benton, Douglas, Clackamas, Marion, and Multnomah).

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,775,119

Program Service Revenue $766,423

Investment Income $11,254

Other Revenue $45,842

TOTAL REVENUE $2,598,638

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $1,822,247

Fundraising Expenses $195,754

Program Expenses $2,207,702

Other Expenses $1,028,919

TOTAL EXPENSES $2,951,166

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,598,638	$2,657,059	0.0%
Expenses	$2,951,166	$2,815,318	+0.0%
Net Income	$-352,528	$-158,259	+1.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

217

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$150,899

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Scott Freck	Executive Dir.	40.00	Officer	$137,718	$13,181	$150,899
Deborah Carver	President	5.00	Officer Director	$0	$0	$0
Arden Olson	Vice President	4.00	Officer Director	$0	$0	$0
Matthew McLaughlin	Secretary	1.00	Officer Director	$0	$0	$0
Zachary Blalack	Treasurer	5.00	Officer Director	$0	$0	$0
Warren Barnes	Director	1.00	Director	$0	$0	$0
Harriet Cherry	Director	1.00	Director	$0	$0	$0
Marc Carlson	Director	1.00	Director	$0	$0	$0
Dave Pottinger	Past President	1.00	Director	$0	$0	$0
Deborah Carver	Director	1.00	Director	$0	$0	$0
Raymond Englander	Director	1.00	Director	$0	$0	$0
Sue Ashton	Director	1.00	Director	$0	$0	$0
Dave Kammerer	Director	1.00	Director	$0	$0	$0
Sarah Maggio	Director	1.00	Director	$0	$0	$0
Jane Eyre McDonald	Director	1.00	Director	$0	$0	$0
Trieber Meador	Director	1.00	Director	$0	$0	$0
Arden Olson	Director	1.00	Director	$0	$0	$0
Eric Alterman	Director	1.00	Director	$0	$0	$0
Jessica Blaine	Director	1.00	Director	$0	$0	$0
Paul Roth	Director	1.00	Director	$0	$0	$0
Doneka Scott	Director	1.00	Director	$0	$0	$0
Matthew Shapiro	Director	3.00	Director	$0	$0	$0
Pamela McClure-Johnston	Director	1.00	Director	$0	$0	$0
Ashley Jorgenson	Director	1.00	Director	$0	$0	$0
Andrew Stiltner	Director	1.00	Director	$0	$0	$0
Liz Tippett	Director	1.00	Director	$0	$0	$0
Ruth Erickson	Director	1.00	Director	$0	$0	$0
Jim Ruderman	Director	1.00	Director	$0	$0	$0
Catherine Jedlicka	Director	1.00	Director	$0	$0	$0
Connie Wonham	Director	1.00	Director	$0	$0	$0
Karalyn Walker Sprung	Director	1.00	Director	$0	$0	$0
Piotrek Buciarski	Director	1.00	Director	$0	$0	$0
Benjamin Ordonez	Director	1.00	Director	$0	$0	$0
Steve Robinson	Director	1.00	Director	$0	$0	$0
Sharron Smith	Director	1.00	Director	$0	$0	$0
Rebecca Sprinson	Director	1.00	Director	$0	$0	$0
Wayne Taubenfeld	Director	1.00	Director	$0	$0	$0
Lydia Van Dreel	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,598,638	$2,951,166	$770,790	$-352,528
2022	$2,657,059	$2,815,318	$979,515	$-158,259
2021	$2,928,576	$2,400,480	$1,144,810	$528,096
2020	$3,023,786	$2,957,995	$630,258	$65,791
2019	$2,488,698	$2,468,632	$845,542	$20,066
2018	$2,543,929	$2,417,779	$809,897	$126,150