2024-10-11T12:35:24-05:00 2024-05-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2023-06-01 930402877 OREGON MUSEUM OF SCIENCE AND INDUSTRY OREG 5037974000 1945 SE WATER AVENUE PORTLAND OR 972143356 ERIN GRAHAM PRESIDENT AND CEO 5037974000 2024-10-07 1 0 WENDY CAMPOS P00448102 5032421447 2024-10-07 2023 2024-10-15 13:58:12Z ERIN GRAHAM 1945 SE WATER AVENUE PORTLAND OR 972143356 33607707 0 X WWW.OMSI.EDU X 1946 OR MUSEUM PROVIDING SCIENCE AND TECHNOLOGY LEARNING THROUGH EXHIBITS AND PROGRAMS THAT SEEK TO INSPIRE WONDER BY PROVIDING ENGAGING SCIENCE LEARNING EXPERIENCES. 26 26 358 490 1384686 44292 6210603 5715339 12591468 13598765 224292 332313 2786373 3263873 21812736 22910290 0 0 0 0 11054203 12643771 0 125146 1338302 13004192 12830531 24058395 25599448 -2245659 -2689158 61475492 67254372 14554624 22108072 46920868 45146300 INSPIRE CURIOSITY THROUGH ENGAGING SCIENCE LEARNING EXPERIENCES, FOSTER EXPERIMENTATION AND THE EXCHANGE OF IDEAS, AND STIMULATE INFORMED ACTION. 0 0 14226664 9749543 MUSEUM ACTIVITIES (SCIENCE EXHIBITS) - FIVE EXHIBIT HALLS AND EIGHT SCIENCE LABS OFFER 219,000 SQUARE FEET OF BRAIN-POWERED FUN THROUGH HUNDREDS OF INTERACTIVE EXHIBITS AND HANDS-ON DEMONSTRATIONS. 4760889 3849222 EDUCATIONAL PROGRAMS (SCIENCE CAMPS AND CLASSES) - OMSI OFFERS A VARIETY OF CAMPS AND CLASSES AS WELL AS ONE OF THE LARGEST OUTREACH PROGRAMS IN THE NATION, TAKING INNOVATIVE SCIENCE AND TECHNOLOGY EDUCATION "ON THE ROAD" TO STUDENTS, TEACHERS AND THE PUBLIC IN FIVE WESTERN STATES. 596596 9794 AUXILIARY ACTIVITIES (SCIENCE STORE, EVENT SALES) 19584149 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 102 0 1 358 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X DAMIEN FRANCAVIGLIA 5037974520 1945 SE WATER AVENUE PORTLAND OR 972143356 ERIN GRAHAM PRESIDENT AND CEO 40.00 X 239388 0 14017 PRESTON GREENE VP OF REAL ESTATE 40.00 X 144663 0 19394 RUSS REPP VP OR MARKETING AND RETAIL 40.00 X 152696 0 9622 DAMIEN FRANCAVIGLIA VP OF FINANCE AND TECHNOLOGY 40.00 X 153827 0 3826 ERIC BUENROSTRO AZUA VP OF PEOPLE AND CULTURE 40.00 X 129028 0 26400 LOVE CENTERWALL VP OF DEVELOPMENT 40.00 X 141093 0 11606 PATRICIA BROOKE SR DIRECTOR OF INSTITUTIONAL GIVING 40.00 X 101833 0 33253 HEATHER MCMAHON SR DIRECTOR OF BRAND MARKETING 40.00 X 106569 0 20002 JOE BINGOLD CHAIR 1.00 X X 0 0 0 CARRIE SPURLOCK CHAIR-ELECT 1.00 X X 0 0 0 SCOTT CLARK TREASURER 1.00 X X 0 0 0 ABED FARHAN SECRETARY 1.00 X X 0 0 0 ERIK BROOKHOUSE TRUSTEE 1.00 X 0 0 0 CHRISTOPHER CARPENTER TRUSTEE 1.00 X 0 0 0 CLAUDIA VALDERRAMA TRUSTEE 1.00 X 0 0 0 TONY DAL PONTE TRUSTEE 1.00 X 0 0 0 MEGHANN DRYER TRUSTEE 1.00 X 0 0 0 ROY HAGGERTY TRUSTEE 1.00 X 0 0 0 YONETTE FINE TRUSTEE 1.00 X 0 0 0 LAKECIA GUNTER TRUSTEE 1.00 X 0 0 0 SONAL HALADAY TRUSTEE 1.00 X 0 0 0 JONATHAN JOHNSONGRIFFIN TRUSTEE 1.00 X 0 0 0 ALISA JOHNSTON TRUSTEE 1.00 X 0 0 0 ERIC C MESLOW TRUSTEE 1.00 X 0 0 0 IAN PENDLEBURY TRUSTEE 1.00 X 0 0 0 REEGAN RAE TRUSTEE 1.00 X 0 0 0 JACKIE SETO TRUSTEE 1.00 X 0 0 0 KRISTEN SHEERAN TRUSTEE 1.00 X 0 0 0 RUSSELL SNEDDON TRUSTEE 1.00 X 0 0 0 ABBY TIBBS TRUSTEE 1.00 X 0 0 0 JUSTIN YUEN TRUSTEE 1.00 X 0 0 0 ARYA BEHBEHANI TRUSTEE 1.00 X 0 0 0 KASSIE AULER TRUSTEE 1.00 X 0 0 0 JED LOWRIE TRUSTEE 1.00 X 0 0 0 CHANNING FRYE TRUSTEE 1.00 X 0 0 0 1169097 0 138120 9 0 1 0 TURNER CONSTRUCTION COMPANY 3131 WERN AVE SEATTLE WA 98121 CONSTRUCTION 1463761 WALSH CONSTRUCTION COMPANY 315 5TH AVE S STE 600 SEATTLE WA 98104 CONSTRUCTION 313877 CHR CREATIVE 12300 SE MALLARD WAY STE 210 MILWAUKIE OR 97222 IT CONSULTING 304789 KPFF CONSULTING ENGINEERS 1601 5TH AVE STE 1600 SEATTLE WA 98101 ENGINEERING 297258 GENSLER 1200 6TH AVE STE 500 SEATTLE WA 98101 DESIGN & ARCHITERCTURAL 188003 10 356951 10000 5348388 111328 5715339 ADMISSIONS 900099 6553958 6553958 EDUCATIONAL PROGRAMS 611600 3849222 3849222 MEMBERSHIPS 900099 2308012 2308012 EXHIBIT FEES 900099 887573 887573 13598765 317963 317963 436771 1275 435496 435496 184516 250980 10370382 10344763 11269 25619 -11269 14350 14350 637000 356951 233314 403686 403686 1378646 106796 1271850 9794 1079270 182786 PARKING/GUEST SERVICES 900099 1152841 120900 1031941 1152841 22910290 13608559 1384686 2201706 571599 571599 9123045 7358921 1012994 751130 1923807 1460306 314447 149054 1025320 778290 167589 79441 32528 13451 19077 103564 103564 60000 60000 125146 125146 11541 11541 2102888 1736132 331584 35172 322929 302428 4885 15616 1095230 558834 501378 35018 206743 93521 108069 5153 1481954 1454791 27163 252227 223919 25249 3059 677624 1279 676248 97 3354727 3319908 34819 468057 468057 RENTALS 2013052 1927217 82110 3725 FOOD 403455 289995 36794 76666 TAXES AND LICENSES 79807 65157 12058 2592 UBI TAXES 43005 43005 121200 64767 56433 25599448 19584149 4676997 1338302 1821 2999 11816645 5153671 1530369 1614324 711350 1371956 1302911 1311777 98511081 50718561 40352300 47792520 4866756 9389993 893340 617132 61475492 67254372 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250000 250000 250000 981563 1472345 594844 379162 276271 30975 1219302 572005 20000 28347 25508 594844 568416 39167 35578 572005 546611 38382 16577 568416 531382 16578 1349 546611 0.00000 0.60220 0.39780 1 0 12990147 12990147 64163564 34107295 30056269 6314353 5662397 651956 15043017 10948869 4094148 47792520 DUE TO OTHER FUNDS 481375 481375 X 24354975 160247 215422 962220 1337889 23017086 -106796 -106796 22910290 26129543 215422 314673 530095 25599448 0 25599448 PART V, LINE 4: ENDOWMENT EARNINGS ARE USED AS SUBSIDIES FOR EDUCATIONAL PROGRAMS, INCLUDING CAMPS, CLASSES, CAMP-INS AND SUB-INS. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE - THE MUSEUM RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE MUSEUM RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS, IF ANY, IN MANAGEMENT AND GENERAL EXPENSES. THE MUSEUM HAD NO UNRECOGNIZED TAX BENEFITS AT MAY 31, 2024 OR 2023. THE MUSEUM FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURNS FOR U.S. FEDERAL AND OREGON PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: GOVERNMENT ASSISTANCE 728,906. SPECIAL EVENT EXPENSES 233,314. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED FOR 990 PURPOSES -106,796. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED FOR 990 PURPOSES 106,796. PLEDGE WRITE OFFS NETTED FOR 990 PURPOSES -16,799. BAD DEBT RECOVERY -8,638. SPECIAL EVENT EXPENSES 233,314. X X X X X X X 1 COMMUNITY COUNSELING SERVICE CO 800 5TH AVE SUITE 4100 SEATTLE WA 68104 CAMPAIGN STUDY 0 0 125146 -125146 125146 -125146 OR GALA 993951 356951 637000 42264 32002 44149 4200 110699 993951 356951 637000 42264 32002 44149 4200 110699 233314 403686 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 ERIN GRAHAM PRESIDENT AND CEO 239388 0 0 0 0 0 5906 0 8111 0 253405 0 0 0 PRESTON GREENE VP OF REAL ESTATE 144663 0 0 0 0 0 3151 0 16243 0 164057 0 0 0 RUSS REPP VP OR MARKETING AND RETAIL 152696 0 0 0 0 0 0 0 9622 0 162318 0 0 0 DAMIEN FRANCAVIGLIA VP OF FINANCE AND TECHNOLOGY 153827 0 0 0 0 0 3775 0 51 0 157653 0 0 0 ERIC BUENROSTRO AZUA VP OF PEOPLE AND CULTURE 129028 0 0 0 0 0 3220 0 23180 0 155428 0 0 0 LOVE CENTERWALL VP OF DEVELOPMENT 141093 0 0 0 0 0 3495 0 8111 0 152699 0 0 0 PART I, LINE 1A SOCIAL CLUB DUES ARE PAID FOR ARLINGTON CLUB FOR OMSI'S PRESIDENT. USE OF THE CLUB BY THE PRESIDENT IS FOR BONA FIDE BUSINESS PURPOSES ONLY AND NOT REPORTED AS TAXABLE COMPENSATION. A STATE OF OREGON OREGON FACILITIES AUTHORITY 936001787 2020-04-30 7479255 REVENUE BONDS (OMSI PROJECT), 2020 SERIES A AND 2020 SERIES B 0 0 0 A 824217 7479255 89128 7396208 83047 1 0 1 1 A 0 1 1 1 0 0.02000 0.02000 0 0 0 A 0 0 1 0 0 0 0 0 1 A 1 X 4 34608 FAIR MARKET VALUE X SUPPLIES 25 39759 COST X AUCTION ITEMS 9 36961 COST 0 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED REPRESENTS THE NUMBER OF ACTUAL CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS RECEIVED FOR EACH CONTRIBUTION. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT FOLLOWS UP ON ANY POTENTIAL CONFLICTS OF INTEREST THAT ARE IDENTIFIED IN THE ANNUAL FORMS COMPLETED BY BOARD MEMBERS, AS WELL AS WATCHES OUT FOR POTENTIAL CONFLICTS THROUGH THE APPROVAL PROCESS FOR PURCHASE ORDERS AND INVOICES. IF CONFLICTS ARISE, THE CONFLICTED PERSON ABSTAINS FROM VOTING ON THE MATTER AND ANY DISCUSSSION IS DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT FOLLOWS UP ON ANY POTENTIAL CONFLICTS OF INTEREST THAT ARE IDENTIFIED IN THE ANNUAL FORMS COMPLETED BY BOARD MEMBERS, AS WELL AS WATCHES OUT FOR POTENTIAL CONFLICTS THROUGH THE APPROVAL PROCESS FOR PURCHASE ORDERS AND INVOICES. IF CONFLICTS ARISE, THE CONFLICTED PERSON ABSTAINS FROM VOTING ON THE MATTER AND ANY DISCUSSSION IS DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 15 OMSI'S BOARD CHAIR REVIEWS AND APPROVES THE PRESIDENT'S COMPENSATION PACKAGE EACH YEAR AND USES MARKET DATA AND EXTERNAL ADVISERS TO DETERMINE A SALARY RANGE. OMSI'S PRESIDENT REVIEWS AND APPROVES THE OTHER OFFICERS' COMPENSATION PACKAGES EACH YEAR AND USES MARKET DATA AND EXTERNAL ADVISERS TO DETERMINE SALARY RANGES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S WEB SITE; GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: WRITEOFF OF PRIOR YEAR PLEDGES 16,799. EMPLOYEE RETENTION TAX CREDIT 728,906. BAD DEBT RECOVERY 8,638. CHARITABLE REMAINDER TRUST (1) CHARITABLE REMAINDER TRUST OR N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0