Umpqua Symphony Association

Nonprofit profile at a glance

EIN
510167059
IRS 990-EZ coverage
2016–2023
Forms available
Form 990-EZ 2023
Location
Roseburg, OR, USA
Phone
5418632102
Rating
87
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$140,968
Expenses
$96,286
Assets
$203,764

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • TRISH MELENDRES-KELLER (President)
  • JOHN GRANHOLM (Vice President)

People named in this filing

  • TRISH MELENDRES-KELLER (President)
  • KARIN GRAY (Treasurer)
  • JOHN GRANHOLM (Vice President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Deepen public knowledge and appreciation of symphonic music and its associated musical forms.

What it reported doing in 2023

Foster, strenghthen, and deepen public knowledge and appreciation of symphonic music and its associated musical forms, as well as promote music education for young people.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
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.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. No material rating questions were generated from the available inputs.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 100
  • Sustainability: 72
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 64.7%; rating input score 65
  • Program expense ratio: 94.8%; rating input score 95

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 31.7%; rating input score 85; 85th percentile among comparable filings
  • Total-asset coverage ratio: 2.12; rating input score 82; 82nd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 11.6% per year; rating input score 100; 64th percentile among comparable filings
  • Revenue growth: 6.5% per year; rating input score 100; 55th percentile among comparable filings
  • Asset growth: 12.1% per year; rating input score 100; 65th percentile among comparable filings

Details

  • Where the money goes: 64.7% of revenue deployed · 94.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $91K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 7 filing years from 2016 to 2023
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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.