2023-08-21T17:10:58-05:00 2022-10-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2021-11-01 930333036 PORTLAND ROSE FESTIVAL FOUNDATION PORT 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 MARILYN CLINT INTERIM CEO 5032272681 2023-08-04 1 MARILYN CLINT 999009999 SANG AHN P00540880 5032270581 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MARILYN CLINT 1020 SW NAITO PARKWAY PORTLAND OR 97204 6595483 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 42 2500 38466 0 743838 3477242 450805 2585811 8 1105 298611 479843 1493262 6544001 52500 54163 0 0 676804 1227988 0 0 147668 504232 3216547 1233536 4498698 259726 2045303 2329427 4280591 274830 180691 2054597 4099900 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 3481987 54163 2728531 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. 3481987 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 60 0 42 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 DAVE TODD PRESIDENT 1.00 X X 0 0 0 KIRK NEWELL ASST. TREASURER 1.00 X X 0 0 0 CONTESA DIAZ-NICOLAIDIS PRESIDENT - ELECT 1.00 X X 0 0 0 CARLA STENBERG VICE PRESIDENT 1.00 X X 0 0 0 JEREMY EMERSON SECRETARY 1.00 X X 0 0 0 DAYNA KIRK TREASURER 1.00 X X 0 0 0 MARY ABBOTT PORTILLO BOARD MEMBER 1.00 X 0 0 0 TAM ALLISON BOARD MEMBER 1.00 X 0 0 0 KASSIE AULER BOARD MEMBER 1.00 X 0 0 0 ERICA BALDWIN-JACKSON BOARD MEMBER 1.00 X 0 0 0 ANJENE BRYANT BOARD MEMBER 1.00 X 0 0 0 RON CARR BOARD MEMBER 1.00 X 0 0 0 DAVID COHEN BOARD MEMBER 1.00 X 0 0 0 MIKE COHEN BOARD MEMBER 1.00 X 0 0 0 MELISSA DAMM BOARD MEMBER 1.00 X 0 0 0 JEFF DEERING BOARD MEMBER 1.00 X 0 0 0 FRANCIS DOO BOARD MEMBER 1.00 X 0 0 0 MARLO ECKERT BOARD MEMBER 1.00 X 0 0 0 BRUCE ELLIS BOARD MEMBER 1.00 X 0 0 0 THOM FALLER BOARD MEMBER 1.00 X 0 0 0 EBONY FOREMAN BOARD MEMBER 1.00 X 0 0 0 LINDA GUNSELMAN BOARD MEMBER 1.00 X 0 0 0 SCOTT GUPTILL BOARD MEMBER 1.00 X 0 0 0 DARCI HANSEN BOARD MEMBER 1.00 X 0 0 0 RAYMOND RAY HANSON BOARD MEMBER 1.00 X 0 0 0 LESLEE HEINRICHS BOARD MEMBER 1.00 X 0 0 0 NATASHA HOLSTEIN BOARD MEMBER 1.00 X 0 0 0 PATTY HOPPE BOARD MEMBER 1.00 X 0 0 0 AMY JOHNSON BOARD MEMBER 1.00 X 0 0 0 JOHN JOHNSON BOARD MEMBER 1.00 X 0 0 0 SHONA JONES BOARD MEMBER 1.00 X 0 0 0 DAVE KECKES-CHARTREY BOARD MEMBER 1.00 X 0 0 0 DAN LENZEN BOARD MEMBER 1.00 X 0 0 0 HELEN LEWIS BOARD MEMBER 1.00 X 0 0 0 PETER MACK BOARD MEMBER 1.00 X 0 0 0 DAVID MCCALL BOARD MEMBER 1.00 X 0 0 0 MELANIE MEANS BOARD MEMBER 1.00 X 0 0 0 PAUL MEYER BOARD MEMBER 1.00 X 0 0 0 VALERIE NIAS BOARD MEMBER 1.00 X 0 0 0 TERRI NORWOOD BOARD MEMBER 1.00 X 0 0 0 TRACY OLSEN BOARD MEMBER 1.00 X 0 0 0 BRENDA RAY SCOTT BOARD MEMBER 1.00 X 0 0 0 CAROLYN POPPINO BOARD MEMBER 1.00 X 0 0 0 WILLIAM POPPINO BOARD MEMBER 1.00 X 0 0 0 TOSHIKO SEEMAN BOARD MEMBER 1.00 X 0 0 0 LINDA SHERON BOARD MEMBER 1.00 X 0 0 0 JJ SPRIET BOARD MEMBER 1.00 X 0 0 0 GENEANE STAHL BOARD MEMBER 1.00 X 0 0 0 KARIS STOUDAMIRE-PHILLIPS BOARD MEMBER 1.00 X 0 0 0 NICOLE TUITE BOARD MEMBER 1.00 X 0 0 0 GORDON WALKER BOARD MEMBER 1.00 X 0 0 0 JACK WEAST BOARD MEMBER 1.00 X 0 0 0 SETH WICKREMARACHCHI BOARD MEMBER 1.00 X 0 0 0 NANCY WOLF BOARD MEMBER 1.00 X 0 0 0 CHERYL ZANDER BOARD MEMBER 1.00 X 0 0 0 PAUL DAVIS BOARD MEMBER AT LARGE 1.00 X 0 0 0 JAMAL FOX BOARD MEMBER AT LARGE 1.00 X 0 0 0 JEFF CURTIS CEO 60.00 X 0 0 0 MARILYN CLINT COO 40.00 X 0 0 0 JEFF CURTIS CEO 60.00 X 124314 0 20553 MARILYN CLINT COO 40.00 X 112846 0 10722 237160 0 31275 2 0 0 0 0 3288519 188723 29062 3477242 FESTIVAL REVENUE 711300 1614591 1614591 ADMISSIONS 711300 436939 436939 CARNIVAL 711300 306651 306651 FOOD AND BEVERAGE 711300 165662 165662 ENTRY AND EXHIBIT FEES 711300 61968 61968 2585811 5 5 1200 1200 1100 0 1100 1100 1100 166927 51482 115445 115445 52418 0 52418 52418 MISCELLANEOUS 900003 259454 129860 129594 ROSE GARDEN INCOME 453220 38466 38466 REIMBURSED EXPENSES 900003 12860 12860 310780 6544001 2728531 38466 299762 X 54163 54163 373389 243591 89587 40211 695503 453732 166871 74900 9094 5933 2182 979 73071 47670 17532 7869 76931 50188 18458 8285 29454 29454 16491 16491 673478 581083 82830 9565 162357 156898 5459 93675 71963 16589 5123 36119 36119 454414 311547 142867 48887 48887 31277 31277 88328 88328 INFRASTRUCTURE 612030 612030 ENTERTAINMENT AND MERCH 382310 339578 42732 SECURITY 246536 246536 LICENSES AND PERMITS 189035 189035 152156 118040 33380 736 4498698 3481987 869043 147668 843768 2725023 953 1967 28621 3230 81989 50207 20436 5472 381187 172852 18329 208335 1330522 1281548 4809 4809 2329427 4280591 94541 97352 85789 70839 94500 12500 274830 180691 X 633286 2747513 1421311 1352387 2054597 4099900 2329427 4280591 2045303 0 X X 0 1 X 1 1 1 X 277553 328529 253139 743838 3477242 5080301 99626 102881 106230 109677 113232 531646 377179 431410 359369 853515 3590474 5611947 168690 5443257 21539 11104 1072 1179 1205 36099 63557 73437 10741 23910 38466 210111 281347 332857 100442 129517 363198 1207361 7065518 9543495 0.77040 0.57260 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MERCHANDISE SALES - 2017 AMOUNT: $ 24,450. 2018 AMOUNT: $ 18,793. 2019 AMOUNT: $ -6,708. 2020 AMOUNT: $ 3,426. 2021 AMOUNT: $ 52,418. OTHER INCOME - 2017 AMOUNT: $ 256,897. 2018 AMOUNT: $ 314,064. 2019 AMOUNT: $ 107,150. 2020 AMOUNT: $ 126,091. 2021 AMOUNT: $ 310,780. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 181187 152852 28335 200000 20000 180000 208335 X 8193473 1649472 1649472 6544001 0 6544001 6148170 1649472 1649472 4498698 0 4498698 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 133787 133787 9435 12251 16356 ROSE FESTIVAL HONORS 33140 33140 6499 6804 137 166927 166927 15934 19055 16493 51482 115445 0 SCHOLARSHIPS AWARDED TO COLLEGE-BOUND HIGH SCHOOL SENIORS WHO WERE ELECTED BY THEIR CLASSMATES FOR THE ROSE FESTIVAL COURT 15 52500 X 1 17760 X AUCTION ITEMS 1 11302 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 TWO BOARD MEMBERS BILL AND CAROLYN POPPINO ARE MARRIED TO EACH OTHER. BRUCE ELLIS, A BOARD MEMBER, IS THE FATHER OF VALARIE NIAS, ALSO A BOARD MEMBER. 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 HE 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 581,083. MANAGEMENT AND GENERAL EXPENSES 82,830. FUNDRAISING EXPENSES 9,565. TOTAL EXPENSES 673,478. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.