Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 374,827 | 372,433 | 439,520 | 502,841 | 679,716 | 2,369,337 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 356,185 | 284,352 | 230,733 | 329,051 | 416,784 | 1,617,105 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 731,012 | 656,785 | 670,253 | 831,892 | 1,096,500 | 3,986,442 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | 3,986,442 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 731,012 | 656,785 | 670,253 | 831,892 | 1,096,500 | 3,986,442 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 612 | 171 | 356 | 273 | 1,815 | 3,227 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 612 | 171 | 356 | 273 | 1,815 | 3,227 |
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 731,624 | 656,956 | 670,609 | 832,165 | 1,098,315 | 3,989,669 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | AS ONE OF THE LEADING PROFESSIONAL CHAMBER CHOIRS IN NORTH AMERICA BOTH BY BUDGET AND ACTIVITY LEVEL, CAPPELLA ROMANA AIMS TO BE THE PREEMINENT GLOBAL PROPONENT OF EARLY AND CONTEMPORARY VOCAL MUSIC INSPIRED BY BYZANTIUM, THE SLAVIC COMMONWEALTH, AND THEIR INTERACTIONS WITH WESTERN TRADITIONS. FOUNDED BY MUSIC DIRECTOR ALEXANDER LINGAS IN 1991, ITS HIGHLY FOCUSED PROGRAMS OFFER A GLIMPSE OF THE TRANSCENDENT IN VOCAL ART, MADE POSSIBLE BY DEEP, ORIGINAL MUSICOLOGICAL AND ETHNOGRAPHICAL RESEARCH. REACHING MORE AUDIENCES EACH YEAR AND ACCLAIMED RECENTLY IN GRAMOPHONE MAGAZINE ("A SOUND WORLD OF UNIQUE BEAUTY"), THE PORTLAND, OREGON BASED ENSEMBLE PRESENTS A WEST COAST CONCERT SERIES (PORTLAND, SEATTLE, AND SAN FRANCISCO) AS ITS MAIN PROGRAM OFFERING. COLLABORATIONS WITH PEERS, SUCH AS PORTLAND ART MUSEUM, PORTLAND BAROQUE ORCHESTRA, AND 45TH PARALLEL NEW MUSIC ENSEMBLE, REACH BROAD AUDIENCES, AS DO ITS REGIONAL, NATIONAL, AND INTERNATIONAL TOURS. CAPPELLA'S RECENT INTERNATIONAL TOURS INCLUDE PERFORMANCES IN THE NETHERLANDS, ROMANIA, HUNGARY, SERBIA, AND THE UNITED KINGDOM AND NATIONAL TOURS INCLUDE PERFORMANCES IN WASHINGTON (DC), BOSTON, MINNEAPOLIS, SACRAMENTO, SAN FRANCISCO, ST. LOUIS (MO), LINCOLN (NE), NEW YORK, LOS ANGELES, AND SEATTLE. CAPPELLA RECORDS (CAPPELLA ROMANA'S OWN RECORD LABEL) NOW HAS OVER 30 RELEASED RECORDINGS, WHICH ARE DISTRIBUTED BY NAXOS OF AMERICA, AND A RECENT RELEASE OF THE ST. TIKHON CHOIR GARNERED A GRAMMY NOMINATION. CAPPELLA ROMANA WAS ONE OF THE EARLIEST ADOPTERS OF THE REGIONAL ARTS & CULTURE COUNCIL'S ARTS FOR ALL PROGRAM. THIS PROGRAM, BEGUN IN 2007, BENEFITS CITIZENS IN THE PORTLAND METROPOLITAN AREA ON FOOD ASSISTANCE (SNAP). ANY HOLDER OF AN OREGON TRAIL (SNAP) CARD MAY PURCHASE 5 TICKETS TO ANY CAPPELLA ROMANA CONCERT. THE REGULAR MARKET-RATE FOR TICKETS RANGE FROM 22 TO 80. SNAP CREDIT IS NOT USED FOR PURCHASING TICKETS. THE ARTS FOR ALL PROGRAM ENABLES LOWER INCOME INDIVIDUALS TO EXPERIENCE THE BEAUTY OF CAPPELLA ROMANA'S MUSICAL PERFORMANCE, IN PERSON, AT A FRACTION OF THE REGULAR PRICE. CAPPELLA ROMANA CONCERTS ARE OPEN TO THE PUBLIC WITHOUT REGARD TO RACE, COLOR, ETHNIC ORIGIN, GENDER, RELIGION, SEXUAL ORIENTATION, OR DISABILITY. WE WILL NOT TURN SOMEONE AWAY FOR THE LACK OF ABILITY TO PAY. CAPPELLA ROMANA ALSO PROVIDES ITS RECORDINGS WITHOUT CHARGE TO THE NONPROFIT ALL CLASSICAL PORTLAND RADIO STATION TO ENSURE THAT THE GREATER COMMUNITY CAN EXPERIENCE OUR LIVE PERFORMANCES AND RECORDINGS. ALL CLASSICAL'S LISTENERSHIP IS OVER 150,000. CAPPELLA ROMANA ALSO OFFERS FREE RECITALS OF ITS MUSICAL PROGRAM FOR THE PUBLIC AS A GIFT TO THE COMMUNITY, IN PERFORMANCES SUCH AS AT PORTLAND'S GREEK FESTIVAL AND FOR THE NORTHWEST CHAPTER CONFERENCE OF THE AMERICAN GUILD OF ORGANISTS. CAPPELLA ROMANA HAS ALSO PERFORMED FREE OF CHARGE IN HOSPITALS, WITH A SET OF HOLIDAY CAROLS FOR CHRONICALLY ILL PATIENTS THERE, AND FOR WEDDINGS AND FUNERALS IN ITS COMMUNITY. DURING THE PANDEMIC, ADDITIONAL FREE PERFORMANCES WERE BROADCAST ONLINE AND AVAILABLE WORLDWIDE. PROGRAM ACTIVITY IN FY23 CAPPELLA ROMANA BEGAN FY23 WITH A PROJECT IN JULY 2022, A RECORDING SESSION FOR ROBERT KYR'S ALL-NIGHT VIGIL, A WORK COMMISSIONED BY CAPPELLA ROMANA USING THE SAME TEXTS AS THE RACHMANINOFF ALL-NIGHT VIGIL BUT IN ENGLISH TRANSLATION. THE RECORDED MATERIAL WAS QUICKLY EDITED AND MASTERED FOR A RELEASE IN NOVEMBER 2022 WITH CONCERTS OF THE SAME WORK (SEE BELOW). IN SEPTEMBER 2022 THE ENSEMBLE ENTERED THE STUDIO AGAIN FOR RECORDING SESSIONS OF A BYZANTINE EMPEROR AT KING HENRY'S COURT, AN EXPLORATION OF THE MEETING OF THE BYZANTINE EMPEROR MANUEL II AT THE COURT OF ENGLISH KING HENRY IV AT CHRISTMASTIDE IN THE YEAR 1400. THIS DISC WAS SUBSEQUENTLY RELEASED AT CONCERTS IN JANUARY 2023 (SEE BELOW), AFTER THOSE CONCERTS WERE POSTPONED DUE TO THE OMICRON VARIANT OF COVID-19 THAT APPEARED THE YEAR BEFORE IN JANUARY 2022. IN OCTOBER 2022 CAPPELLA ROMANA WAS PRESENTED IN CONCERT AT VALPARAISO UNIVERSITY NEAR CHICAGO FOR A FUNDRAISING EVENT IN SUPPORT OF UKRAINIAN REFUGEES AND THOSE AFFLICTED BY THE WAR IN UKRAINE. THE PROGRAM FEATURED ANCIENT AND MODERN WORKS BY UKRAINIAN COMPOSERS, NOTABLY UKRAINIAN COMPOSER MS. GALINA GRIGORJEVA, WHOSE EXTRAORDINARY MUSIC HAS BEGUN TO TAKE A PROMINENT PLACE IN CAPPELLA ROMANA'S PROGRAMMING SINCE THIS EVENT. ALSO IN THE SAME MONTH OCTOBER 2022, WE OPENED OUR LOCAL NORTHWEST SERIES WITH "HEAVEN AND EARTH" WITH MUSICIANS FROM 45TH PARALLEL UNIVERSE, PERFORMING MUSIC FEATURED ON THE DISC OF THE SAME NAME RELEASED WITH THIS CONCERT SET: "HEAVEN AND EARTH- AND "ICON OF LIGHT." "HEAVEN AND EARTH" IS A SETTING OF PSALM 103 (SEPTUAGINT; 104 IS THE MASORETIC NUMBER). THIS WORK FEATURES THE WORK OF SIX AMERICAN ORTHODOX COMPOSERS: TIKEY ZES, RICHARD TOENSING, ALEX KHALIL, JOHN MICHAEL BOYER, AND MATTHEW ARNDT, EACH COMPOSER SETTING A PART OF THE PSALM, INFLUENCED BY SLAVIC, BYZANTINE, GEORGIAN, AND MODERN CHORAL STYLES. JOHN TAVENER'S "ICON OF LIGHT" FOR CHOIR AND STRING TRIO (PERFORMED BY OUR PARTNERS AT 45TH PARALLEL) WAS PERFORMED WITH BYZANTINE STYLE UNLIKE ANY OTHER PERFORMANCE OR RECORDING OF THE PIECE EVER DONE. IN THE SAME MONTH TWO PATRONS OF CAPPELLA ROMANA PASSED AWAY AND MEMBERS OF THE ENSEMBLE SANG AT BOTH FUNERALS. IN NOVEMBER 2022 WE GAVE THE WORLD PREMIERE OF ROBERT KYR'S ALL-NIGHT VIGIL, WHICH SETS THE SAME TEXTS AS THE FAMOUS WORK BY RACHMANINOFF, BUT IN ENGLISH. THIS SET OF CONCERTS FEATURED A RECORDING RELEASE OF THE SAME, WHICH CHARTED IN THE TOP 10 ON BILLBOARD. IN DECEMBER 2022 WE PERFORMED HANDEL'S MESSIAH UNDER THE AUSPICES OF PORTLAND BAROQUE ORCHESTRA, THE 16TH TIME WE COLLABORATED ON THIS HOLIDAY TRADITION. IN JANUARY 2023 WE GAVE THE WORLD PREMIERE OF THE PROGRAM "A BYZANTINE EMPEROR AT KING HENRY'S COURT: CHRISTMAS 1400," WHICH FEATURED ANCIENT CHANT IN LATIN AND GREEK COMMEMORATING THE MEETING OF BYZANTINE EMPEROR MANUEL II AT THE COURT OF ENGLISH KING HENRY IV AT CHRISTMASTIDE 1400. THIS WAS PERFORMED IN EUGENE, PORTLAND (OREGON) AND SEATTLE. THIS WAS ALSO ACCOMPANIED BY THE RELEASE OF A DISC OF THE SAME PROGRAM. THE SAME MONTH WE RELEASED OUR FIRST PUBLICATION, "BYZANTINE CHANT: THE RECEIVED TRADITION, A LESSON BOOK" BY JOHN MICHAEL BOYER, A 622-PAGE TEXTBOOK ON HOW TO READ AND SING FROM BYZANTINE MUSICAL NOTATION. THIS BOOK SOLD OUT IN THE FIRST NINE MONTHS (1000 COPIES) AND WE ORDERED ANOTHER PRINTING OF THE SAME QUANTITY. IN FEBRUARY CAPPELLA ROMANA WAS HIRED TO SING THE B-MINOR MASS BY JS BACH IN THE CONCERT SERIES AT ST. PAUL'S IN SALEM, OREGON, CONDUCTED BY PAUL KLEMME. THE SAME MONTH CAPPELLA ROMANA PRESENTED A CONCERT BY THE ENGLISH ENSEMBLE GESUALDO SIX, PERFORMING RENAISSANCE POLYPHONIC SACRED MUSIC. LATER THAT MONTH THE ENSEMBLE TOURED BOSTON AND NEW YORK, WITH A CONCERT OF CHANT AND CHORAL WORKS BASED ON THE BYZANTINE TRADITION. IN MARCH THE ENSEMBLE COLLABORATED WITH CHAMBER MUSIC ENSEMBLE 45TH PARALLEL UNIVERSE AND THE CONCERT PIANIST PAUL BARNES, GIVING A CONCERT OF MUSIC BY PHILIP GLASS, ARVO PRT, BYZANTINE CHANTS, AND A CHORAL SETTING OF BYZANTINE CHANT BY MARK POWELL. IN APRIL 2023 CAPPELLA ROMANA GAVE THE NW PREMIERE OF IVAN MOODY'S GREEK LITURGY, CONDUCTED BY PETER JERMIHOV, WITH CONCERTS IN PORTLAND AND SEATTLE. IN MAY WE CLOSED THE SEASON WITH A CONCERT CALLED "A UKRAINIAN WEDDING," THE FIRST PROGRAM WITH AN ALL-FEMALE CAST, LED BY THE ETHNOGRAPHER AND MUSICOLOGIST NADIA TARNAWSKY. THE PROGRAM FEATURED SONGS AND LITURGICAL WORKS FOR A TRADITIONAL UKRAINIAN WEDDING, MUSIC TRADITIONALLY SUNG ONLY BY WOMEN. THE ENSEMBLE FEATURED TWO UKRAINIAN REFUGEES WHO FLED THEIR HOME COUNTRY FOLLOWING THE RUSSIAN INVASION OF UKRAINE. IN JUNE 2023 THE ENSEMBLE SANG AT A WEDDING OF A CAPPELLA ROMANA PATRON. CORONATION OF KING CHARLES III ALSO IN MAY MUSIC DIRECTOR ALEXANDER LINGAS LED THE BYZANTINE CHANT ENSEMBLE WITH OUR MEMBERS AT THE CORONATION OF KING CHARLES III AT WESTMINSTER ABBEY. THE CHANT WAS INCLUDED IN THE VOLUME OF MUSIC FROM THE SERVICE PUBLISHED FOLLOWING THE CORONATION. LOOKING AHEAD TO FY24 THE FOLLOWING PROJECTS ARE SLATED FOR FY24, INCLUDING LIVE CONCERTS, TOURS, RECORDINGS, RECORDING RELEASES, AND A NEW PUBLICATION. JULY 2023 BYZANTINE VESPERS, PRESENTED BY THE AMERICAN GUILD OF ORGANISTS CONFERENCE IN PORTLAND, OREGON. SEPTEMBER 2023 CONCERT OF MUSIC BY ARVO PRT AND GALINA GRIGORJEVA, WITH CD RELEASE "ARVO PRT: ODES OF REPENTANCE". OCTOBER 2023 TOUR TO NEW YORK, WITH RECITAL AT THE ST. NICHOLAS SHRINE AND THE RECEPTION OF THE SOPHIA AWARD FOR CAPPELLA ROMANA BY THE ARCHONS OF THE ECUMENICAL PATRIARCHATE. NOVEMBER 2023 CONCERT OF "OUT OF THE ASHES OF SMYRNA," BYZANTINE CHANT FROM THE TIME OF THE ASIA MINOR DISASTER IN 1922, LED BY JOHN MICHAEL BOYER. RELEASE OF NEW DISC BY HOUSTON CHAMBER CHOIR "TWO STREAMS BY DANIEL KNAGGS". DECEMBER 2023 CONCERTS OF HANDEL'S MESSIAH WITH PORTLAND BAROQUE ORCHESTRA. RELEASE OF SECOND BOOK "SUN OF JUSTICE" BYZANTINE CHANT IN ENGLISH FOR THE FEAST OF CHRISTMAS. CONCERTS OF "THE 12 DAYS OF CHRISTMAS IN THE EAST" IN PORTLAND AND |
| FORM 990, PAGE 6, PART VI, LINE 11B | EACH BOARD MEMBER IS SENT THE 990 DOCUMENT BY EMAIL BEFORE IT IS SUBMITTED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | A CONFLICT OF INTEREST TRANSACTION IS A TRANSACTION WITH THE CORPORATION IN WHICH A DIRECTOR OF THE CORPORATION HAS A DIRECT OR INDIRECT INTEREST, AS DEFINED IN ORS 65.361. A CONFLICT OF INTEREST TRANSACTION IS NOT VOIDABLE OR THE BASIS FOR IMPOSING LIABILITY ON THE DIRECTOR IF THE TRANSACTION IS FAIR TO THE CORPORATION AT THE TIME IT WAS ENTERED INTO OR IS APPROVED EITHER (A) BY THE VOTE OF THE BOARD OR A COMMITTEE OF THE BOARD BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE BOARD DIRECTORS OR THE COMMITTEE WHO HAVE NO DIRECT OR INDIRECT INTEREST IN THE TRANSACTION IF THE MATERIAL FACTS OF THE TRANSACTION OF THE DIRECTORS' INTEREST ARE DISCLOSED OR KNOWN TO THE BOARD OR BOARD COMMITTEE OR (B) BY OBTAINING THE APPROVAL OF THE ATTORNEY GENERAL OF OREGON OR A CIRCUIT COURT OF THE STATE OF OREGON IN AN ACTION IN WHICH THE ATTORNEY GENERAL OF OREGON IS JOINED AS A PARTY. FOR PURPOSES OF THIS SECTION, A DIRECTOR OF THE CORPORATION HAS AN INDIRECT INTEREST IN A TRANSACTION IF (A) ANOTHER ENTITY IN WHICH THE DIRECTOR HAS A MATERIAL INTEREST OR IN WHICH THE DIRECTOR IS A GENERAL PARTNER IS A PARTY TO THE TRANSACTION OR (B) ANOTHER ENTITY IN WHICH THE DIRECTOR IS A DIRECTOR, OFFICER OR TRUSTEE IS A PARTY TO THE TRANSACTION, AND THE TRANSACTION IS OR SHOULD BE CONSIDERED BY THE BOARD. A TRANSACTION MAY NOT BE AUTHORIZED, APPROVED OR RATIFIED UNDER THIS SECTION BY A SINGLE DIRECTOR. IF A MAJORITY OF THE DIRECTORS WHO HAVE NO DIRECT OR INDIRECT INTEREST IN THE TRANSACTION VOTES TO AUTHORIZE, APPROVE OR RATIFY THE TRANSACTION, A QUORUM IS PRESENT FOR THE |
| FORM 990, PAGE 6, PART VI, LINE 15A | ESTABLISHMENT OF COMPENSATION RATES FOR KEY EMPLOYEES AND CONTRACTORS INCLUDED A REVIEW OF DATA FROM PEER ORGANIZATIONS, PROFESSIONAL ASSOCIATIONS (CHORUS AMERICA, EARLY MUSIC AMERICA, THE LEAGUE OF AMERICAN ORCHESTRAS, WILLAMETTE VALLEY DEVELOPMENT OFFICERS, THE RECORDING ACADEMY, ETC), LOCAL MARKET CONDITIONS, AND PERFORMANCE. |
| FORM 990, PAGE 6, PART VI, LINE 15B | ESTABLISHMENT OF COMPENSATION RATES FOR KEY EMPLOYEES AND CONTRACTORS INCLUDED A REVIEW OF DATA FROM PEER ORGANIZATIONS, PROFESSIONAL ASSOCIATIONS (CHORUS AMERICA, EARLY MUSIC AMERICA, THE LEAGUE OF AMERICAN ORCHESTRAS, WILLAMETTE VALLEY DEVELOPMENT OFFICERS, THE RECORDING ACADEMY, ETC), LOCAL MARKET CONDITIONS, AND PERFORMANCE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | AVAILABLE ON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICES 3,225 1,900 2,625 MUSIC DIRECTOR 92,328 0 0 CONDUCTORS 15,200 0 0 SERVICE PROJECTS 1,500 0 0 GUEST ENSEMBLE 20,210 0 0 LIBRARIAN 1,020 0 0 RECORDING 18,543 0 0 SINGERS 123,650 0 0 CONSULTANTS 12,517 6,021 1,462 GRAPHIC DESIGN 2,575 0 0 OTHER PERFORMANCE 10,750 0 0 TOTAL 301,518 7,921 4,087 |
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| Software Version: |