2024-02-06T18:45:08-06:00 2023-06-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2022-07-01 930901924 PORTLAND BAROQUE ORCHESTRA PORT 5032226000 610 SW BROADWAY 605 PORTLAND OR 97205 HILARY BUTLER EXECUTIVE DIRECTOR 5032226000 2024-02-06 1 HILARY BUTLER 999009999 0 KARIN S WANDTKE P00172715 5032270581 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALAN BRICKLEY 610 SW BROADWAY 605 PORTLAND OR 97205 901920 0 X WWW.PBO.ORG X 1984 OR PRODUCING INTIMATE AND HISTORICALLY INFORMED INTERPRETATIONS OF MUSIC COMPOSED BEFORE 1840. 13 13 27 86 0 0 1067722 524759 109417 359014 2574 275 7380 6859 1187093 890907 0 0 0 0 592099 601126 0 0 76649 498220 489911 1090319 1091037 96774 -200130 709672 867222 186463 544143 523209 323079 PBO IS AMONG THE NATION'S OLDEST AND LARGEST PROFESSIONAL PERIOD ORCHESTRAS, PRESENTING WORLD-CLASS PERFORMANCES OF MUSIC COMPOSED BEFORE 1840 ON PERIOD INSTRUMENTS FOR UP TO 18,000 PEOPLE ANNUALLY THROUGH CONCERT PRODUCTIONS AND EDUCATION/OUTREACH PROGRAMS. 0 0 850590 359014 CONCERT PROGRAMS: IN THE 2022/23 SEASON, PBO PRESENTED PUBLIC PERFORMANCES OF BAROQUE AND CLASSICAL PERIOD MUSIC BY PROFESSIONAL MUSICIANS IN FULFILLMENT OF THE ORGANIZATION'S STATED MISSION. THESE CONSISTED OF FIVE SUBSCRIPTION ORCHESTRA SERIES PROGRAMS, EACH PERFORMED TWICE, A CHAMBER CONCERT, AND OTHER MUSIC PROGRAMS THROUGHOUT THE REGION. THE ORCHESTRA SERIES FEATURED THE FESTIVAL OF CANDIDATES, HIGHLIGHTING EACH OF THE THREE CANDIDATES FOR PBO'S NEW ARTISTIC DIRECTOR, WITH THESE PROGRAMS AVAILABLE FOR LIVESTREAM AND SUBSEQUENT VIEWING ON YOUTUBE. OUR LIVESTREAMS AND YOUTUBE VIDEOS ARE FREE AND ACCESSIBLE, BROADENING OUR GEOGRAPHIC AND DEMOGRAPHIC REACH, AMPLIFYING THE ROLE OF DIVERSE ARTISTS, AND FEATURING OUR PASSION FOR PERIOD PERFORMANCE AND MASTERY OF CRAFT. 850590 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 56 0 27 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X PORTLAND BAROQUE ORCHESTRA 5032226000 610 SW BROADWAY 605 PORTLAND OR 97205 WILLIAM F WILLINGHAM CHAIR 15.00 X X 0 0 0 SUSAN BACH TREASURER 5.00 X X 0 0 0 JOHN K COX SECRETARY 2.00 X X 0 0 0 ALAN BRICKLEY BOARD MEMBER 1.00 X 0 0 0 DON CLEMONS BOARD MEMBER 1.00 X 0 0 0 FRED COHEN BOARD MEMBER 1.00 X 0 0 0 DIANA HARRIS BOARD MEMBER 1.00 X 0 0 0 SARAH JESUDASON BOARD MEMBER 1.00 X 0 0 0 RUTH POINDEXTER BOARD MEMBER 1.00 X 0 0 0 DAVID RICHARDSON BOARD MEMBER 1.00 X 0 0 0 RICK SIMPSON BOARD MEMBER 1.00 X 0 0 0 DAVID WIMETT BOARD MEMBER 1.00 X 0 0 0 BETTE WORCESTER BOARD MEMBER 1.00 X 0 0 0 DAVID PEARSON INTERIM EXECUTIVE DIRECTOR 32.00 X 53125 0 0 HILARY BUTLER EXECUTIVE DIRECTOR 40.00 X 0 0 0 53125 0 0 0 0 0 0 0 21221 70119 433419 10099 524759 ADMISSIONS 711130 299014 299014 CONTRACT SERVICE FEES 900099 60000 60000 359014 275 275 10500 21221 11013 -513 -513 OTHER INCOME 900099 7372 7372 7372 890907 359014 0 7134 82156 57855 16150 8151 444686 313149 87417 44120 6662 4691 1310 661 23161 16310 4553 2298 44461 31310 8740 4411 24500 763 23737 4189 130 4059 43070 42995 75 7578 5337 1489 752 74500 48343 12563 13594 793 793 9740 6859 1915 966 4847 3413 953 481 CONCERT 305142 305142 BROADCASTING 11294 11294 EQUIPMENT & MAINT 4258 2999 837 422 1091037 850590 163798 76649 20 257944 320264 293125 74900 2481 373 7450 7359 25897 26786 158893 46328 109186 112565 13569 9950 0 315025 709672 867222 15763 19286 131484 170407 39216 354450 186463 544143 X 423749 289669 99460 33410 523209 323079 709672 867222 -200130 0 X X 0 1 X 1 0 X 464090 881325 882563 1067722 535259 3830959 512536 364243 31500 109417 359014 1376710 976626 1245568 914063 1177139 894273 5207669 36626 42887 49756 129269 38489 177842 34362 43558 72029 366280 38489 177842 70988 86445 121785 495549 4712120 323 2746 1566 86 275 4996 323 2746 1566 86 275 4996 41296 14117 1581 11786 7137 75917 1018245 1262431 917210 1189011 901685 5288582 0.89100 0.89970 0.00090 0.00100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13378 5003 8375 145515 41325 104190 112565 RIGHT-OF-USE ASSET 315025 315025 OPERATING LEASE LIABILITY 354450 354450 X 902852 932 932 901920 -11013 -11013 890907 1102982 932 11013 11945 1091037 0 1091037 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT DIRECT EXPENSES -11,013. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT DIRECT EXPENSES INCLUDED IN REVENUE 11,013. KEYS AND TEAS 31721 21221 10500 7036 1798 694 1485 31721 21221 10500 7036 1798 694 1485 11013 -513 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WAS SUBMITTED TO THE EXECUTIVE DIRECTOR FOR REVIEW. FOLLOWING REVIEW, A COPY OF THE FORM WAS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND KEY EMPLOYEES COMPLETE A CONFLICT OF INTEREST DISCLOSURE AT THE FIRST BOARD MEETING OF THE YEAR. THESE INDIVIDUALS ARE REQUESTED THROUGHOUT THE YEAR TO REPORT ANY NEW INTERESTS THAT MAY ARISE AFTER THE ANNUAL DISCLOSURE IS COMPLETED. ALL MAJOR TRANSACTIONS CONTEMPLATED BY THE ORGANIZATION ARE FIRST REVIEWED BY THE EXECUTIVE COMMITTEE AND THEN GENERALLY PUT TO A VOTE OF THE FULL BOARD. POTENTIAL CONFLICTS OF INTEREST WOULD BE IDENTIFIED IMMEDIATELY USING THE ANNUAL DISCLOSURE DOCUMENTS AND DEALT WITH IN ACCORDANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 ARTISTIC AND EXECUTIVE DIRECTOR SALARIES ARE COMPARED WITH NATIONAL BENCHMARKING AND COMBINED WITH THE EMPLOYEE'S RECENT PERFORMANCE REVIEWS TO DETERMINE A RECOMMENDED SALARY. THESE RECOMMENDATIONS ARE THEN PRESENTED TO THE EXECUTIVE COMMITTEE FOR DISCUSSION, ADJUSTMENTS, AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.