2024-02-08T13:07:37-06:00 2023-06-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2022-07-01 237124366 FRIENDS OF CHAMBER MUSIC FRIE 5032249842 211 SE CARUTHERS STREET 202 PORTLAND OR 97214 PAT ZAGELOW EXECUTIVE DIRECTOR 5032222515 2024-02-08 PAT ZAGELOW 999009999 1 YEE LEE MCGEE P01294356 5032222515 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAT ZAGELOW 211 SE CARUTHERS STREET 202 PORTLAND OR 97214 1433060 0 X WWW.FOCM.ORG X 2003 OR TO PRESENT A BROAD RANGE OF THE HIGHEST QUALITY CHAMBER MUSIC ENSEMBLES AND ARTISTS, AND PROVIDE EDUCATIONAL OUTREACH TO FURTHER CHAMBER MUSIC IN OUR COMMUNITY. WE WELCOME EVERYONE AND HONOR OUR COMMITMENT TO DIVERSITY AND INCLUSION IN ALL ASPECTS OF THIS ENDEAVOR. 15 15 6 46 0 0 3297973 983348 300344 362340 22292 55390 5999 14691 3626608 1415769 0 0 0 0 220802 283130 0 0 88480 502443 520421 723245 803551 2903363 612218 4744149 5673783 284493 207573 4459656 5466210 X TO PRESENT A BROAD RANGE OF THE HIGHEST QUALITY CHAMBER MUSIC ENSEMBLES AND ARTISTS, AND PROVIDE EDUCATIONAL OUTREACH TO FURTHER CHAMBER MUSIC IN OUR COMMUNITY. WE WELCOME EVERYONE AND HONOR OUR COMMITMENT TO DIVERSITY AND INCLUSION IN ALL ASPECTS OF THIS ENDEAVOR. 0 0 665240 374812 FRIENDS OF CHAMBER MUSIC TYPICALLY PRESENTS 22-28 CONCERTS AND EDUCATIONAL ACTIVITIES FROM OCTOBER THROUGH MAY, FEATURING THE VERY FINEST CHAMBER ENSEMBLES IN THE WORLD, BOTH WORLD-RENOWNED AND YOUNG, EMERGING ARTISTS. PROGRAMS INCLUDE: (1) A CLASSIC SERIES THAT OFFERS 5 ENSEMBLES IN 10 CONCERTS EACH SEASON (PREDOMINANTLY STRING QUARTETS AND PIANO TRIOS); (2) A NOT SO CLASSIC SERIES THAT OFFERS 2-4 NON-TRADITIONAL, CONTEMPORARY, OR ALTERNATIVE ENSEMBLES; (3) A VOCAL ARTS SERIES THAT OFFERS 2-4 ENSEMBLES OR RECITALISTS; (4) AN EDUCATIONAL OUTREACH PROGRAM THAT OFFERS EDUCATIONAL OUTREACH ACTIVITIES IN PUBLIC SCHOOLS, AS WELL AS VARIOUS COMMUNITY OUTREACH ACTIVITIES; AND (5) A SERIES OF 20-25 FUNDRAISING EVENTS CALLED DINNER WITH FRIENDS. FRIENDS OF CHAMBER MUSIC PRESENTED 15 CONCERTS IN THE 2022-23 SEASON AS PART OF THE CLASSIC SERIES, NOT SO CLASSIC SERIES, AND VOCAL ARTS SERIES. IN ADDITION, FOCM PRESENTED A DVORAK FESTIVAL THAT INCLUDED 5 CONCERTS. CONCERTS TOOK PLACE IN LINCOLN PERFORMANCE HALL, ST. PHILIP NERI CHURCH, AND THE PATRICIA RESER CENTER FOR THE ARTS. TOTAL ATTENDANCE AT ALL CONCERTS WAS APPROXIMATELY 6,244. FOCM ALSO OFFERED 19 DINNER WITH FRIENDS FUNDRAISING EVENTS WITH TOTAL ATTENDANCE APPROXIMATELY 500. IN ADDITION, FRIENDS OF CHAMBER MUSIC PRESENTED 18 EDUCATIONAL OUTREACH ACTIVITIES FEATURING OUR PROFESSIONAL VISITING MUSICIANS WITH APPROXIMATELY 1,200 ATTENDEES. EDUCATIONAL EVENTS WERE OFFERED FOR MIDDLE AND HIGH SCHOOL STUDENTS AT REYNOLDS HIGH SCHOOL, GEORGE MIDDLE SCHOOL, UNION HIGH SCHOOL, AND THE ARTS AND COMMUNICATION MAGNET ACADEMY. THREE PUBLIC MASTER CLASSES AND TWO WORKSHOPS WERE OFFERED AT PORTLAND STATE UNIVERSITY. A PANEL DISCUSSION, TWO LECTURES, AND TWO FILMS WERE OFFERED AS PART OF THE DVORAK FESTIVAL. ONE OF THE VISITING ENSEMBLES, TRIO KARENINE, PRESENTED A CONCERT AT MARY'S WOODS RETIREMENT COMMUNITY. AN 8-SESSION CHAMBER MUSIC APPRECIATION CLASS AND A 3-SESSION VOCAL APPRECIATION CLASS WERE OFFERED. 665240 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 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 10 0 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X PAT ZAGELOW 5032249842 211 SE CARUTHERS STREET SUITE 202 PORTLAND OR 97214 JAN LOEWEN PRESIDENT 15.00 X X 0 0 0 GEORGE OH VICE PRESIDENT 10.00 X X 0 0 0 DAN MUELLER TREASURER 2.00 X X 0 0 0 LAURA JAQUITH BARTLETT SECRETARY 2.00 X X 0 0 0 ULRICH H HARDT IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 GALEN COHEN DIRECTOR 2.00 X 0 0 0 BONNIE GARRETT DIRECTOR 2.00 X 0 0 0 ROSANNE KELLER DIRECTOR 2.00 X 0 0 0 GREG LANWEBER DIRECTOR 2.00 X 0 0 0 JOHN LAVEILLE DIRECTOR 2.00 X 0 0 0 CARY LEWIS DIRECTOR 2.00 X 0 0 0 CAROL LINNE DIRECTOR 2.00 X 0 0 0 DAVE MACHADO DIRECTOR 2.00 X 0 0 0 NANCY LEROI NICKEL DIRECTOR 2.00 X 0 0 0 DALE ROBARDS DIRECTOR 2.00 X 0 0 0 JOHN STREGE DIRECTOR 2.00 X 0 0 0 ISABELLA VICKERS DIRECTOR 2.00 X 0 0 0 PAT ZAGELOW EXECUTIVE DIRECTOR 40.00 X 118871 0 17831 118871 0 17831 1 0 0 0 0 26344 957004 17491 983348 TICKET SALES 711130 276965 276965 EVENT FEES 711130 64300 64300 PERFORMANCE FEES 711130 11000 11000 CLASS FEES 611600 10075 10075 362340 55390 55390 19510 26344 17291 2219 2219 OTHER 900099 12472 12472 12472 1415769 374812 0 57609 X 147995 77409 14372 56214 102711 92439 5136 5136 11207 7592 873 2742 2187 1481 171 535 19030 12892 1481 4657 9198 9198 234485 221152 13333 32103 30483 391 1229 31087 26311 1668 3108 60415 53211 1738 5466 3185 2158 248 779 4035 2734 314 987 EVENT EXPENSE 55096 55096 BOX OFFICE EXPENSE 26202 26202 OTHER EXPENSES 20590 14065 423 6102 PROGRAM PRINTING 18126 18126 25899 23889 485 1525 803551 665240 49831 88480 474293 119768 149906 252012 2576319 1951 937672 1225756 604008 4076247 4744149 5673783 26581 33390 257912 174183 284493 207573 X 1810465 5372240 2649191 93970 4459656 5466210 4744149 5673783 X 612218 76148 318188 X 1 X 0 1 0 X 387997 480308 595952 3297973 983348 5745578 387997 480308 595952 3297973 983348 5745578 3154937 2590641 23242 22185 9898 22292 55390 133007 1082 10930 229 2219 14460 10531 5518 5770 12472 34291 5927336 1439360 0.43710 0.47860 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 10,531. 2019 AMOUNT: $ 5,518. 2021 AMOUNT: $ 5,770. 2022 AMOUNT: $ 12,472. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 604008 3154051 318188 4076247 538401 100000 -34393 604008 408829 146506 16934 538401 363948 50000 -5119 408829 284193 60000 19755 363948 0.97695 0.02305 0.00000 1 0 0 BENEFICIAL INTEREST IN ASSETS HELD BY THE OREGON COMMUNITY FOUNDATION 4076247 4076247 PART V, LINE 4: THE ENDOWMENT FUNDS WILL BE USED TO SUPPORT THE ORGANIZATION'S GENERAL OPERATIONS. DINNER WITH FRIENDS 45854 26344 19510 393 9084 4875 2939 45854 26344 19510 393 9084 4875 2939 17291 2219 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY MANAGEMENT AND THE FINANCE COMMITTEE. A COPY IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE DISCUSSED WITH BOARD CANDIDATES BEFORE THEY ARE ELECTED TO THE BOARD; ALL BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A A COMMITTEE OF 2-3 INDEPENDENT PEOPLE IS APPOINTED BY THE PRESIDENT ANNUALLY TO EVALUATE THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND RECOMMEND COMPENSATION. THE COMMITTEE CONSIDERS RECENT SALARY AND BENEFITS SURVEYS FROM ORGANIZATIONS LIKE THE NON-PROFIT ASSOCIATION OF OREGON AND THE ANNUAL WAGE TRENDS REPORT FROM THE MBL GROUP. THEY ALSO GATHER COMPARABLE SALARY INFORMATION FROM OTHER SIMILAR SIZE ARTS ORGANIZATIONS IN THE AREA BY PERSONAL CONTACT OR THROUGH 990S. COMPENSATION IS THEN APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ARTIST FEES: PROGRAM SERVICE EXPENSES 221,152. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 221,152. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,503. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,503. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,830. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,830. FORM 990, PART XI, LINE 9: NET APPRECIATION IN ASSETS HELD BY THE OREGON COMMUNITY FOUNDATION 318,188.