2025-01-24T13:25:23-06:00 2024-06-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2023-07-01 930901924 PORTLAND BAROQUE ORCHESTRA PORT 5032226000 610 SW BROADWAY 605 PORTLAND OR 97205 HILARY BUTLER EXECUTIVE DIRECTOR 5032226000 2025-01-23 1 0 KARIN S WANDTKE P00172715 5032270581 2023 2025-03-06 01:10:19Z ALAN BRICKLEY 610 SW BROADWAY 605 PORTLAND OR 97205 1135864 0 X WWW.PBO.ORG X 1984 OR PRODUCING INTIMATE AND HISTORICALLY INFORMED INTERPRETATIONS OF MUSIC COMPOSED BEFORE 1840. 13 13 42 82 0 0 524759 762876 359014 345748 275 326 6859 12244 890907 1121194 0 0 0 0 601126 629680 0 0 84586 489911 499574 1091037 1129254 -200130 -8060 867222 868064 544143 553045 323079 315019 PBO CREATES TRANSFORMATIVE EXPERIENCES FOR MUSICIANS AND LISTENERS WHO SHARE IN THE EXPLORATION AND CELEBRATION OF HISTORICALLY INSPIRED MUSIC. THE PROFESSIONAL ORCHESTRA PRESENTS WORLD-CLASS PERFORMANCES ON PERIOD INSTRUMENTS FOR UP TO 18,000 THROUGH CONCERTS AND EDUCATION. 0 0 906359 356622 'CONCERT PROGRAMS: IN THE 2023/24 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, TWO CHAMBER CONCERTS, THREE PERFORMANCES OF MESSIAH, AND OTHER MUSIC PROGRAMS THROUGHOUT THE REGION. OVER 7,000 INDIVIDUALS IN THE GREATER PORTLAND AND SW WASHINGTON REGION WERE SERVED, PLUS AN ADDITIONAL 1,800 THROUGH OUR DIGITAL PROGRAMMING. OUR YOUTUBE VIDEOS ARE FREE AND ACCESSIBLE, BROADENING OUR GEOGRAPHIC AND DEMOGRAPHIC REACH, AMPLIFYING THE ROLE OF DIVERSE ARTISTS, AND HIGHLIGHTING OUR PASSION FOR PERIOD PERFORMANCE AND MASTERY OF CRAFT. 906359 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 30 0 42 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 ALAN BRICKLEY CHAIR 15.00 X X 0 0 0 SARAH JESUDASON TREASURER 5.00 X X 0 0 0 JOHN K COX SECRETARY 2.00 X X 0 0 0 SUSAN BACH 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 CHRISTOPHER MELE-WAGNER 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 WILLIAM WILLINGHAM BOARD MEMBER 1.00 X 0 0 0 DAVID WIMETT BOARD MEMBER 1.00 X 0 0 0 HILARY BUTLER EXECUTIVE DIRECTOR 40.00 X 86283 0 0 86283 0 0 1 0 0 0 0 43600 202033 517243 234 762876 ADMISSIONS 711130 315148 315148 CONTRACT SERVICE FEES 900099 30600 30600 345748 326 326 16040 43600 14670 1370 1370 OTHER INCOME 900099 10874 10874 10874 1121194 356622 0 1696 118708 88865 17336 12507 435311 325876 63570 45865 8046 6023 1175 848 16001 11978 2337 1686 51614 38639 7537 5438 23194 5756 17438 19431 4823 14608 51144 51144 7298 5464 1065 769 75645 51323 10083 14239 955 955 9496 7109 1387 1000 7266 5439 1061 766 CONCERT 298123 298123 EQUIPMENT & MAINT 4873 3648 712 513 BROADCASTING 2149 2149 1129254 906359 138309 84586 320264 364399 74900 50070 373 1124 7359 7240 26786 33224 158893 52206 112565 106687 9950 6332 315025 298988 867222 868064 19286 25538 170407 190521 354450 336986 544143 553045 X 289669 301019 33410 14000 323079 315019 867222 868064 -8060 0 X X 0 1 X 1 0 X 881325 882563 1067722 535259 762876 4129745 364243 31500 109417 359014 345748 1209922 1245568 914063 1177139 894273 1108624 5339667 36626 42887 49756 50478 179747 177842 34362 43558 72029 134943 462734 177842 70988 86445 121785 185421 642481 4697186 2746 1566 86 275 326 4999 2746 1566 86 275 326 4999 14117 1581 11786 7137 10874 45495 1262431 917210 1189011 901685 1119824 5390161 0.87140 0.89100 0.00090 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13378 6308 7070 145515 45898 99617 106687 RIGHT-OF-USE ASSET 298988 298988 OPERATING LEASE LIABILITY 336986 336986 X 1136109 245 245 1135864 -14670 -14670 1121194 1144169 245 14670 14915 1129254 0 1129254 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 -14,670. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT DIRECT EXPENSES INCLUDED IN REVENUE 14,670. KEYS AND TEAS 59640 43600 16040 2250 5838 2100 4482 59640 43600 16040 2250 5838 2100 4482 14670 1370 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.