Nonprofit · EIN 55-0829090
PORTLAND SUMMERFEST
Tax-exempt · PORTLAND, OR 97208
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-EZ | $120,507 | $115,155 | $5,352 | $848 | $0 | $848 |
| September 30, 2024 | 990-EZ | $43,450 | $63,175 | -$19,725 | $11,996 | $16,500 | -$4,504 |
| September 30, 2023 | 990-EZ | $80,353 | $74,008 | $6,345 | $15,221 | $0 | $15,221 |
Financial details: 990-EZ for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $118,780
- Net income from fundraising events
- $730
- Net income from sales of inventory
- $997
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $10,644
- Printing, publications and postage
- $934
- Other expenses
- $103,577
- Program services (functional)
- $97,416
Balance sheet and other
- Total assets, start of year
- $11,996
- Total assets, end of year
- $848
- Total liabilities, end of year
- $0
- Net assets, end of year
- $848
- Cash, savings and investments
- $795
- Gross receipts
- $121,822
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOCELYN BATES O'BRIEN | PRESIDENT | 3 | $0 |
| KATERINA GLEESON | SECRETARY | 3 | $0 |
| DARLYN JABLONSKI | VICE PRESIDENT | 3 | $0 |
| MARGARET WALLIS | TREASURER | 3 | $0 |
| ANNA JABLONSKI | VICE PRESIDENT | 3 | $0 |
990-EZ for the year ended September 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOCELYN BATES O'BRIEN | PRESIDENT | 3 | $0 |
| KATERINA GLEESON | SECRETARY | 3 | $0 |
| DARLYN JABLONSKI | VICE PRESIDENT | 3 | $0 |
| MARGARET WALLIS | TREASURER | 3 | $0 |
| KEITH CLARK | ARTISTIC DIRECTOR | 5 | $0 |
| ANNA JABLONSKI | VICE PRESIDENT | 3 | $0 |
| LINDSEY JOHNSON | VICE PRESIDENT | 3 | $0 |
990-EZ for the year ended September 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOCELYN BATES O'BRIEN | PRESIDENT | 3 | $0 |
| MARY ALICE HELIKSON | COMMUNICATIONS SECRETARY | 3 | $0 |
| DARLYN JABLONSKI | VICE PRESIDENT | 3 | $0 |
| MARGARET WALLIS | TREASURER | 3 | $0 |
| KEITH CLARK | ARTISTIC DIRECTOR | 5 | $0 |
| ANNA JABLONSKI | VICE PRESIDENT | 3 | $0 |
| LINDSEY JOHNSON | VICE PRESIDENT | 3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4084, PORTLAND, OR 97208-4084
- In care of
- % SUSAN E PAYSON
- Signed the 990-EZ
- MARGARET WALLIS, TREASURER
- Phone
- (503) 312-8247
Mission
TO ENRICH THE CULTURAL LIFE OF THE PORTLAND COMMUNITY BY PROVIDING PROFESSIONAL OPERA PERFORMANCES OF HIGH ARTISTIC QUALITY TO THE PUBLIC FREE OF CHARGE.
Program accomplishments
- OPERA IN THE PARK: PRESENTATION OF A CONCERT VERSION OF AN OPERA EACH YEAR IN PORTLAND, OREGON, FREE TO THE PUBLIC. THE 2025 PROGRAM WAS BIZET'S CARMEN. OPERA IN THE PARK WAS PRESENTED ON SUNDAY, JULY 27, 2025, AT PENINSULA PARK TO AN AUDIENCE OF AN ESTIMATED 7,100 COMMUNITY MEMBERS. THIS PROGRAM MET THE PRIMARY GOAL OF THE ORGANIZATION WHICH IS TO OFFER THE PUBLIC AN AUTHENTIC CONNECTION TO THE MUSIC AND AN ACCESSIBLE INTRODUCTION TO THE ART FORM. THE SECOND YEAR AT A NEW-TO-US LOCATION LET US INCREASE THE AUDIENCE AND ACCESSIBILITY WITHIN THE SURROUNDING COMMUNITY.Expenses $92,036 · grants $52,301
- OUTREACH EVENT: A FUNDRAISING AND OUTREACH EVENT ENTITLED "THE NEGRO SPEAKS OF RIVERS" PRESENTED A RECITAL OF TRADITIONAL SPIRITUALS, SONGS, AND ARIAS BY AFRICAN-AMERICAN PERFORMERS. THIS PERFORMANCE PROVIDED A PLATFORM TO CONNECT WITH PARTNERS, DONORS, AND COMMUNITY MEMBERS.Expenses $4,630
- SCHOOL PROGRAM: OUR TEAM HAS DEVELOPED A SHORT PROGRAM TO BRING TO SCHOOLS, INTRODUCING THE ART FORM OF OPERA TO CHILDREN IN AN EASILY DIGESTIBLE AND INTERACTIVE FORMAT. TARGETED AT PRESCHOOL AND YOUNGER ELEMENTARY AGED CLASSES, DURING 2025 WE PRESENTED THIS PROGRAM AT TWO SCHOOLS, SERVING AN ESTIMATED 150 CHILDREN.Expenses $750
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-EZ on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-EZ on file |
IRS record
- EIN
- 55-0829090
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A68)
- Assets (IRS master file)
- $848
- Income (IRS master file)
- $121,822
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | September 2025 | $120,507 | $115,155 | $848 | IRS |
| 990-EZ | September 2024 | $43,450 | $63,175 | $11,996 | IRS |
| 990-EZ | September 2023 | $80,353 | $74,008 | $15,221 | XML |
| 990-EZ | September 2022 | – | – | – | IRS |
| 990-EZ | September 2021 | – | – | – | IRS |
| 990-EZ | September 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 55-0829090).
Questions about PORTLAND SUMMERFEST
- What is the EIN of PORTLAND SUMMERFEST?
- The employer identification number (EIN) of PORTLAND SUMMERFEST is 55-0829090.
- Is PORTLAND SUMMERFEST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to PORTLAND SUMMERFEST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PORTLAND SUMMERFEST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PORTLAND SUMMERFEST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PORTLAND SUMMERFEST last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended September 2025.
- Who are the officers and directors of PORTLAND SUMMERFEST?
- The 990-EZ for the year ended September 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does PORTLAND SUMMERFEST have?
- On its 990-EZ for the year ended September 30, 2025 it reported revenue of $120,507, expenses of $115,155 and total assets of $848 at year end.
Other nonprofits in PORTLAND
- OREGON PUBLIC BROADCASTING EIN 93-0814638 · last filed 990 for 2025
- PORTLAND ART MUSEUM EIN 93-0391604 · last filed 990 for 2025
- OREGON MUSEUM OF SCIENCE AND INDUSTRY EIN 93-0402877 · last filed 990 for 2025
- OREGON SYMPHONY ASSOCIATION EIN 93-0446527 · last filed 990 for 2025
- FRENCH INTERNATIONAL SCHOOL OF OREGON EIN 93-0738797 · last filed 990 for 2025
- OREGON HISTORICAL SOCIETY EIN 93-0391599 · last filed 990 for 2025
- OREGON BALLET THEATRE EIN 93-1009305 · last filed 990 for 2025
- ALL CLASSICAL PUBLIC MEDIA INC EIN 93-1042868 · last filed 990 for 2025
All nonprofits in PORTLAND · Oregon · Arts, culture and humanities