2024-07-23T19:06:37-05:00 2023-10-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2022-11-01 930333036 PORTLAND ROSE FESTIVAL FOUNDATION PORT 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 MARILYN CLINT CEO 5032272681 2024-07-16 1 MARILYN CLINT 999009999 1 SANG AHN P00540880 5032270581 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARILYN CLINT 1020 SW NAITO PARKWAY PORTLAND OR 97204 3797233 0 X WWW.ROSEFESTIVAL.ORG X 1908 OR THE PORTLAND ROSE FESTIVAL FOUNDATION IS A NON-PROFIT THAT SERVES THE COMMUNITY BY PROVIDING FAMILIES AND INDIVIDUALS WITH PROGRAMS AND EVENTS THAT PROMOTE THE ARTS, EDUCATION, AND VOLUNTEERISM. WE VALUE ENVIRONMENTAL RESPONSIBILITY, DIVERSITY, PATRIOTISM, AND OUR HISTORIC & FLORAL HERITAGE. 57 57 47 2500 43360 2279 3477242 262979 2585811 3066477 1105 54194 479843 373944 6544001 3757594 54163 53610 0 0 1227988 1322214 0 0 169446 3216547 2992361 4498698 4368185 2045303 -610591 4280591 3689872 180691 200563 4099900 3489309 X THE PORTLAND ROSE FESTIVAL FOUNDATION IS A NON-PROFIT THAT SERVES THE COMMUNITY BY PROVIDING FAMILIES AND INDIVIDUALS WITH PROGRAMS AND EVENTS THAT PROMOTE THE ARTS, EDUCATION, AND VOLUNTEERISM. WE VALUE ENVIRONMENTAL RESPONSIBILITY, DIVERSITY, PATRIOTISM, AND OUR HISTORIC & FLORAL HERITAGE. 0 0 3410311 53610 3246941 FOR OVER ONE HUNDRED FIFTEEN YEARS, THE PORTLAND ROSE FESTIVAL FOUNDATION HAS SERVED FAMILIES AND INDIVIDUALS FROM OREGON AND BEYOND WITH EVENTS AND PROGRAMS THAT SPOTLIGHT THE RICHES OF OUR PACIFIC NORTHWEST HERITAGE AND ENVIRONMENT WHILE OFFERING COLORFUL EXAMPLES OF MANY INTERNATIONAL CULTURES. IN 2022, THE FOUNDATION WAS PLEASED TO BRING BACK ITS LARGE-SCALE EVENTS, FOLLOWING A 2-YEAR HAIATUS, ALLOWING US TO ENGAGE THE ENTIRE COMMUNITY AND ASSIST IN REBUILDING THE VIBRANCY OF DOWNTOWN PORTLAND. THE FESTIVAL CONTINUALLY STRIVES TO KEEP ITS INTERNATIONALLY-RENOWNED EVENTS FRESH, VIBRANT, AND RELEVANT TO ENCOURAGE PARTICIPATION BY ALL CITIZENS, BOTH BUSINESS AND PRIVATE. 3410311 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 78 0 47 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 57 57 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X MARILYN CLINT 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 MARILYN CLINT CEO 40.00 X 172701 0 25588 JEREMY EMERSON PRESIDENT - ELECT 1.00 X X 0 0 0 CONTESA DIAZ-NICOLAIDIS PRESIDENT 1.00 X X 0 0 0 JJ SPRIET SECRETARY 1.00 X X 0 0 0 KIRK NEWELL TREASURER 1.00 X X 0 0 0 CHERYL ZANDER VICE PRESIDENT 1.00 X X 0 0 0 MELISSA DAMM ASST. TREASURER 1.00 X X 0 0 0 TIM WELLS BOARD MEMBER 1.00 X 0 0 0 TAM ALLISON BOARD MEMBER 1.00 X 0 0 0 TERI BOWLES-ATHERTON PAST PRESIDENT 1.00 X 0 0 0 TERRI NORWOOD BOARD MEMBER 1.00 X 0 0 0 THOM FALLER BOARD MEMBER 1.00 X 0 0 0 TREVOR LAINE BOARD MEMBER 1.00 X 0 0 0 TODD JOHNSTON PAST PRESIDENT 1.00 X 0 0 0 TOSHIKO SEEMAN BOARD MEMBER 1.00 X 0 0 0 RAY HANSON BOARD MEMBER 1.00 X 0 0 0 VALERIE NIAS BOARD MEMBER 1.00 X 0 0 0 SUSAN HALSTEN EMERITUS 1.00 X 0 0 0 SCOTT GUPTILL BOARD MEMBER 1.00 X 0 0 0 SUE BUNDAY PAST PRESIDENT 1.00 X 0 0 0 SETH WICKREMARACHCHI BOARD MEMBER 1.00 X 0 0 0 PETER MACK BOARD MEMBER 1.00 X 0 0 0 SALLY BROUGHTON BOARD MEMBER 1.00 X 0 0 0 RON RENTFROW HONORARY BOARD MEMBER 1.00 X 0 0 0 RON CARR BOARD MEMBER 1.00 X 0 0 0 ROBERT MCCONVILLE BOARD MEMBER 1.00 X 0 0 0 ROBERT HANSEN PAST PRESIDENT 1.00 X 0 0 0 RITA BLADOW PAST PRESIDENT 1.00 X 0 0 0 RICK STEINFELD PAST PRESIDENT 1.00 X 0 0 0 RICHARD RANSOME EMERITUS 1.00 X 0 0 0 KASSIE AULER BOARD MEMBER 1.00 X 0 0 0 VERONICA VAZQUEZ BOARD MEMBER 1.00 X 0 0 0 PAUL DAVIS BOARD MEMBER 1.00 X 0 0 0 PATTY HOPPE BOARD MEMBER 1.00 X 0 0 0 NORMA MANNING EMERITUS 1.00 X 0 0 0 NATASHA HOLSTEIN DIRECTOR AT LARGE 1.00 X 0 0 0 NANCY WOLF BOARD MEMBER 1.00 X 0 0 0 NANCY HOPKINS EMERITUS 1.00 X 0 0 0 MIKE COHEN BOARD MEMBER 1.00 X 0 0 0 MARY ABBOTT PORTILLO BOARD MEMBER 1.00 X 0 0 0 MARLO ECKERT BOARD MEMBER 1.00 X 0 0 0 MARK MCGIRR PAST PRESIDENT 1.00 X 0 0 0 MARCIA APPERSON PAST PRESIDENT 1.00 X 0 0 0 MACK LAI PAST PRESIDENT 1.00 X 0 0 0 LISA DUVALL BOARD MEMBER 1.00 X 0 0 0 LINDA SPAULDING BOARD MEMBER 1.00 X 0 0 0 LINDA SHERON BOARD MEMBER 1.00 X 0 0 0 LINDA GUNSELMAN BOARD MEMBER 1.00 X 0 0 0 LESLIE GOODLOW PAST PRESIDENT 1.00 X 0 0 0 LESLEE HEINRICHS BOARD MEMBER 1.00 X 0 0 0 LARRY CAMPBELL PAST PRESIDENT 1.00 X 0 0 0 KEN BARTELL PAST PRESIDENT 1.00 X 0 0 0 KATHY TAYLOR PAST PRESIDENT 1.00 X 0 0 0 KATHY SCHACH HONORARY BOARD MEMBER 1.00 X 0 0 0 STEVEN NEMER BOARD MEMBER 1.00 X 0 0 0 RICHARD STETSON JR HONORARY BOARD MEMBER 1.00 X 0 0 0 ELDON TICHENOR PAST PRESIDENT 1.00 X 0 0 0 JOHN JOHNSON BOARD MEMBER 1.00 X 0 0 0 JOHN DANIELSON HONORARY BOARD MEMBER 1.00 X 0 0 0 FRANCIS DOO BOARD MEMBER 1.00 X 0 0 0 JIM ROBB PAST PRESIDENT 1.00 X 0 0 0 JIM LASHER EMERITUS 1.00 X 0 0 0 JIM LARPENTEUR BOARD MEMBER 1.00 X 0 0 0 JEFFREY FARNSWORTH BOARD MEMBER 1.00 X 0 0 0 JEFF MILLER HONORARY BOARD MEMBER 1.00 X 0 0 0 JEFF DEERING BOARD MEMBER 1.00 X 0 0 0 JASMINE GOODWIN BOARD MEMBER 1.00 X 0 0 0 JANET R LUEDDEMANN HONORARY BOARD MEMBER 1.00 X 0 0 0 ERICA BALDWIN JACKSON BOARD MEMBER 1.00 X 0 0 0 JAMES L FRANZEN PAST PRESIDENT 1.00 X 0 0 0 JAMES OSBORNE PAST PRESIDENT 1.00 X 0 0 0 JACK WEAST BOARD MEMBER 1.00 X 0 0 0 HELEN LEWIS BOARD MEMBER 1.00 X 0 0 0 HEAVENLY LITTLETON BOARD MEMBER 1.00 X 0 0 0 GORDON WALKER BOARD MEMBER 1.00 X 0 0 0 GERRI TISDEL PAST PRESIDENT 1.00 X 0 0 0 GENEANE STAHL BOARD MEMBER 1.00 X 0 0 0 GAIL CAMPBELL EMERITUS 1.00 X 0 0 0 FRANK CHINN PAST PRESIDENT 1.00 X 0 0 0 JAMAL FOX DIRECTOR AT LARGE 1.00 X 0 0 0 VERSIE MEYER EMERITUS 1.00 X 0 0 0 DAN LENZEN BOARD MEMBER 1.00 X 0 0 0 KARIS STOUDAMIRE-PHILLIPS BOARD MEMBER 1.00 X 0 0 0 ANJENE BRYANT BOARD MEMBER 1.00 X 0 0 0 E'AN TODD BOARD MEMBER 1.00 X 0 0 0 DOUG CAPPS PAST PRESIDENT 1.00 X 0 0 0 DICK CLARK PAST PRESIDENT 1.00 X 0 0 0 DIANE DEARDORFF EMERITUS 1.00 X 0 0 0 DAYNA KIRK BOARD MEMBER 1.00 X 0 0 0 DAVID MCCALL BOARD MEMBER 1.00 X 0 0 0 DAVID COHEN BOARD MEMBER 1.00 X 0 0 0 DAVE TODD PAST PRESIDENT 1.00 X 0 0 0 DAVE SWEENEY PAST PRESIDENT 1.00 X 0 0 0 DAVE KECKES-CHARTREY BOARD MEMBER 1.00 X 0 0 0 EBONY FOREMAN BOARD MEMBER 1.00 X 0 0 0 DARREL BUTTICE PAST PRESIDENT 1.00 X 0 0 0 DAN DURKIN PAST PRESIDENT 1.00 X 0 0 0 COREY HANSON BOARD MEMBER 1.00 X 0 0 0 CLAYTON HANNON HONORARY BOARD MEMBER 1.00 X 0 0 0 CHRISTEE SWEENEY EMERITUS 1.00 X 0 0 0 CARLA STENBERG BOARD MEMBER 1.00 X 0 0 0 BRUCE ELLIS BOARD MEMBER 1.00 X 0 0 0 BRETT BAKER PAST PRESIDENT 1.00 X 0 0 0 BRENDA RAY SCOTT BOARD MEMBER 1.00 X 0 0 0 BILL HILDICK PAST PRESIDENT 1.00 X 0 0 0 AMY JOHNSON BOARD MEMBER 1.00 X 0 0 0 172701 0 25588 1 0 1 0 LITTLE BIRD MEDIA 16869 65TH AVE STE 461 LAKE OSWEGO OR 97035 SPONSORHIP SALES TEAM 340005 TCB - MICHEAL GOFF 4909 OREGON COAST HWY SUITE 1 SOUTH BEACH OR 97366 SECURITY/MEDICAL DURING FESTIVAL 225455 2 50000 212979 19818 262979 FESTIVAL REVENUE 711300 1418495 1418495 ADMISSIONS 711300 863345 863345 CARNIVAL 711300 444613 444613 FOOD AND BEVERAGE 711300 271480 271480 ENTRY AND EXHIBIT FEES 711300 68544 68544 3066477 54194 54194 950 950 140555 39639 100916 100916 22082 0 22082 22082 MISCELLANEOUS 900003 186673 160501 26172 ROSE GARDEN INCOME 459420 43360 43360 REIMBURSED EXPENSES 900003 19963 19963 249996 3757594 3246941 43360 204314 X 53610 53610 198289 124362 58199 15728 962102 603406 282382 76314 4968 3116 1458 394 76138 47752 22347 6039 80717 50624 23691 6402 4223 4223 24905 24905 585563 549491 27705 8367 191455 185381 6074 124837 120386 4451 33288 33288 540165 380546 159618 1 27326 27326 53829 2079 51750 89382 89382 INFRASTRUCTURE 544190 544190 SECURITY 263294 263294 LICENSES AND PERMITS 191685 191685 ENTERTAINMENT AND MERCH 191245 178367 12878 126974 114101 12873 4368185 3410311 788428 169446 2725023 -26831 1967 2212960 3230 20099 50207 29059 5472 2534 392473 197117 208335 195356 1281548 1226368 4809 30327 4280591 3689872 97352 115166 70839 57777 12500 27620 180691 200563 X 2747513 2205164 1352387 1284145 4099900 3489309 4280591 3689872 -610591 0 X X 0 1 X 1 0 X 328529 253139 743838 3477242 262979 5065727 102881 106230 109677 113232 116895 548915 431410 359369 853515 3590474 379874 5614642 171325 5443317 11104 1072 1179 1205 54194 68754 73437 10741 23910 38466 204314 350868 332857 100442 129517 363198 148477 1074491 7108755 10076842 0.76570 0.77040 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MERCHANDISE SALES - 2018 AMOUNT: $ 18,793. 2019 AMOUNT: $ -6,708. 2020 AMOUNT: $ 3,426. 2021 AMOUNT: $ 52,418. 2022 AMOUNT: $ 22,082. OTHER INCOME - 2018 AMOUNT: $ 314,064. 2019 AMOUNT: $ 107,150. 2020 AMOUNT: $ 126,091. 2021 AMOUNT: $ 310,780. 2022 AMOUNT: $ 126,395. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 192473 177117 15356 200000 20000 180000 195356 X 5358679 1601085 1601085 3757594 0 3757594 5969270 1601085 1601085 4368185 0 4368185 PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE FOUNDATION'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. AUCTION 140555 140555 9013 18631 11995 140555 140555 9013 18631 11995 39639 100916 0 SCHOLARSHIPS AWARDED TO COLLEGE-BOUND HIGH SCHOOL SENIORS WHO WERE ELECTED BY THEIR CLASSMATES FOR THE ROSE FESTIVAL COURT 15 52500 X 1 1 X X X 0 0 0 0 0 1 0 0 0 MARILYN CLINT CEO 172701 0 0 0 0 0 14538 0 11050 0 198289 0 0 0 PART I, LINE 1A MARILYN CLINT - CONTRACT ENTITLES HER TO TRAVEL UP TO 2 COMPANIONS PER YEAR (AIRFARE ONLY). PART I, LINE 1B YES THERE IS A WRITTEN POLICY PART I, LINE 6 MARILYN CLINT IS ENTITLED TO AIRFARE FOR 2 . FORM 990, PART VI, SECTION A, LINE 2 MOTHER/DAUGHTER, DAD/DAUGHTER, SON IN LAW/FATHER IN LAW, FATHER/SON FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY DELEGATES THE AUTHORITY TO THE FINANCE COMMITTEE TO OVERSEE ANY AUDIT AND TAX RELATED ISSUES. THE FINANCE COMMITTEE REVIEWS AND APPROVES THE TAX RETURNS TO BE FILED BY THE ENTITY. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS SIGNED EACH TIME A NEW DIRECTOR IS APPOINTED. WHEN A POTENTIAL CONFLICT ARISES, WE HAVE THEM FILL OUT A CONFLICT OF INTEREST FORM. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S SALARY IS DECIDED BY THE OFFICER COMMITTEE. DATA FROM OTHER COMPARABLE FESTIVALS IS USED TO DETERMINE REASONABLE COMPENSATION AT THE TIME SHE HAS A 3 YEAR CONTRACT DETERMINED. OTHER EMPLOYEES' SALARY IS DECIDED BY THE CEO AND OFFICER COMMITTEE. DATA FROM OTHER COMPARABLE FESTIVALS IS USED TO DETERMINE REASONABLE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023, 990, AND 990-T AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE HEADQUARTER OFFICE. 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 AT THE HEADQUARTER OFFICE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 549,491. MANAGEMENT AND GENERAL EXPENSES 27,705. FUNDRAISING EXPENSES 8,367. TOTAL EXPENSES 585,563. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.