Oregon Symphony
Legal name: Oregon Symphony Association
Nonprofit profile at a glance
- EIN
- 930446527
- IRS 990 coverage
- 2009–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024
- Location
- Portland, OR, US
- Phone
- 503.228.1353
- Rating
- 87
- Verdict
- STRONG
- Rating confidence
- Standard
- Sector
- Symphony Orchestras
Reported finances
- Revenue
- $19,431,069
- Expenses
- $25,654,324
- Assets
- $27,633,109
- Liabilities
- $7,630,216
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
57 people listed
Executive titles in this filing
- ISAAC THOMPSON (PRESIDENT/CEO)
Highest reported compensation
- ISAAC THOMPSON (PRESIDENT/CEO): $423,791 total reported compensation
- DAVID DANZMAYR (MUSIC DIRECTOR): $360,015 total reported compensation
- SARAH KWAK (CONCERTMASTER): $212,660 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Oregon Symphony's mission is to enrich lives through the power of music.
What it reported doing in 2024
Concert season highlights: the harmony, rhythm, and power of nature took center stage in the Oregon symphony's 2024/25 season, the nature of music. Led by jean vollum music director david danzmayr and performed by the symphony's 77 full-time musicians, the orchestra embarked on a thrilling exploration of the relationship between humanity and the natural world, from classical favorites like vivaldi's four seasons and copland's appalachian spring to contemporary works by composers such as derrick skye and katherine balch. Spanning wonder, awe, and terror alike, the season offered a profound meditation on our deep bond with nature. In total, the Oregon symphony presented 118 performances throughout the year.the symphony continued its commitment to representation and artistic equity: 83% of classical concerts featured works by women or composers of color, reflecting ongoing efforts to broaden the orchestral canon. The organization also championed new music through three commissioned works, further advancing the creativity and vibrancy of today's orchestral landscape.beyond our classical series, we continued to innovate and push the bounds of orchestral music. We welcomed some of the greatest musicians in the world to the arlene schnitzer concert hall, including the legendary itzhak perlman, rapper and activist killer mike, grammy-winning composer jessie montgomery, funk favorites tower of power, and the genre-smashing virtuoso lindsey stirling. Our ever-popular film series traveled back to the future, while our one-night-only specials paid a visit to twin peaks and fused beyonce's greatest hits with beethoven's seventh. From the youngest concertgoers to longtime subscribers, the season offered music to resonate with everyone.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 85
- Transparency & Controls: 96
- Accountability: 92
- Sustainability: 23
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 82%; rating input score 82
- Fundraising efficiency: $4.29 raised per $1 spent on fundraising; rating input score 17; 17th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 5 of 6 controls in place; rating input score 83
- Compensation committee: Pass
- Independent consultant: Pass
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 93.8%; rating input score 94; 27th percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -32%; rating input score 3; 3rd percentile among comparable filings
- Total-asset coverage ratio: 1.08; rating input score 39; 39th percentile among comparable filings
- Liabilities to assets ratio: 0.28; rating input score 49; 49th percentile among comparable filings
- Officer compensation ratio: 6.8%; rating input score 37; 37th percentile among comparable filings
Growth
- Program expense growth: 4.6% per year; rating input score 100; 38th percentile among comparable filings
- Revenue growth: 3.7% per year; rating input score 100; 31st percentile among comparable filings
- Asset growth: 5.7% per year; rating input score 100; 40th percentile among comparable filings
Details
- What they do: 6 programs and campaigns described on the official site · 2 operating locations identified
- Where the money goes: 100% of revenue deployed · 82% of spending went to programs
- Governance: 45 of 48 board members independent · 8 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $21M in reported program spending
- Leadership: top reported pay $424K · 57 people listed · 5 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $1.3M reported
- Consistency: 41 of 41 current checks pass
- Schedules: 9 filed schedules · includes major donors, grants, and executive pay
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 10 filed money-flow records
- Related organizations: 3 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Fundraising efficiency scored 17/100.
- High — Sustainability: Operating margin scored 3/100.
- Review — Accountability: Governance controls: Form 990 shared with the board not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 39/100.
- Moderate — Sustainability: Officer compensation ratio scored 37/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 49/100.