2021-06-25T16:25:47-05:00 2020-10-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2019-11-01 930333036 PORTLAND ROSE FESTIVAL FOUNDATION PORT 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 JEFF CURTIS CHIEF EXECUTIVE OFFICER 5032272681 2021-06-10 1 SANG AHN P00540880 5032270581 2019 2022-09-23 18:48:47Z JEFF CURTIS 1020 SW NAITO PARKWAY PORTLAND OR 97204 1177855 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. 59 59 20 100 10741 -33288 321259 253139 2764196 673452 2317 204 566821 230496 3654593 1157291 54500 52500 0 0 1093989 971381 0 0 136505 2429838 554592 3578327 1578473 76266 -421182 2496955 2300203 280901 505332 2216054 1794871 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 961541 52500 780552 FOR OVER ONE HUNDRED 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 2020, THE FOUNDATION DEMONSTRATED RESILIENCY BY ADJUSTING ITS MISSION-BASED PROGRAMMING DURING THE GLOBAL PANDEMIC. WHILE LARGE-SCALE EVENTS WERE PROHIBITED, PARTICIPATORY ACTIVITIES TO SAFELY ENGAGE THE COMMUNITY IN THEIR HOMES SERVED TO KEEP TRADITIONS ALIVE, LIFT SPIRITS, AND OFFERED HOPE IN TRYING TIMES. 961541 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 12 0 20 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 59 59 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X JEFF CURTIS 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 TERI BOWLES-ATHERTON PRESIDENT 1.00 X X 0 0 0 AMY JOHNSON SECRETARY 1.00 X X 0 0 0 CARLA STENBERG VICE-PRESIDENT 1.00 X X 0 0 0 JOHN O'HANLON TREASURER 1.00 X X 0 0 0 DAVE TODD PRESIDENT - ELECT 1.00 X X 0 0 0 BILL POPPINO ASST. TREASURER 1.00 X X 0 0 0 ADRIENNE ROARK BOARD MEMBER 1.00 X 0 0 0 ANJENE BRYANT BOARD MEMBER 1.00 X 0 0 0 CONTESA DIAZ-NICOLAIDIS BOARD MEMBER 1.00 X 0 0 0 BRENDA RAY SCOTT BOARD MEMBER 1.00 X 0 0 0 BRUCE ELLIS BOARD MEMBER 1.00 X 0 0 0 CAROLYN POPPINO BOARD MEMBER 1.00 X 0 0 0 COREY HANSON BOARD MEMBER 1.00 X 0 0 0 DAN LENZEN BOARD MEMBER 1.00 X 0 0 0 DANIEL KLINKERT BOARD MEMBER 1.00 X 0 0 0 DARCI HANSEN BOARD MEMBER 1.00 X 0 0 0 DAVE KECKES-CHARTREY BOARD MEMBER 1.00 X 0 0 0 DAVID CASIAS BOARD MEMBER 1.00 X 0 0 0 DAVID COHEN BOARD MEMBER 1.00 X 0 0 0 DAVID MCCALL BOARD MEMBER 1.00 X 0 0 0 DAYNA KIRK BOARD MEMBER 1.00 X 0 0 0 EBONY FOREMAN BOARD MEMBER 1.00 X 0 0 0 ERICA BALDWIN BOARD MEMBER 1.00 X 0 0 0 FRANCIS DOO BOARD MEMBER 1.00 X 0 0 0 GENEANE STAHL BOARD MEMBER 1.00 X 0 0 0 GORDON WALKER BOARD MEMBER 1.00 X 0 0 0 HELEN LEWIS BOARD MEMBER 1.00 X 0 0 0 JAMAL FOX BOARD MEMBER 1.00 X 0 0 0 JEFF DEERING BOARD MEMBER 1.00 X 0 0 0 JEREMY EMERSON BOARD MEMBER 1.00 X 0 0 0 JERROD SPRIET BOARD MEMBER 1.00 X 0 0 0 JOHN JOHNSON BOARD MEMBER 1.00 X 0 0 0 KARIS STOUDAMIRE-PHILLIPS BOARD MEMBER 1.00 X 0 0 0 KASSIE AULER BOARD MEMBER 1.00 X 0 0 0 KIRK NEWELL BOARD MEMBER 1.00 X 0 0 0 LESLEE HEINRICHS BOARD MEMBER 1.00 X 0 0 0 LINDA GUNSELMAN BOARD MEMBER 1.00 X 0 0 0 LINDA SHERON BOARD MEMBER 1.00 X 0 0 0 MARLO ECKERT BOARD MEMBER 1.00 X 0 0 0 MELANIE MEANS BOARD MEMBER 1.00 X 0 0 0 MELISSA DAMM BOARD MEMBER 1.00 X 0 0 0 MIKE COHEN BOARD MEMBER 1.00 X 0 0 0 NANCY WOLF 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 PAUL DAVIS BOARD MEMBER 1.00 X 0 0 0 PAUL MEYER BOARD MEMBER 1.00 X 0 0 0 RAYMOND RAY G HANSON BOARD MEMBER 1.00 X 0 0 0 RON CARR BOARD MEMBER 1.00 X 0 0 0 SCOTT GUPTILL BOARD MEMBER 1.00 X 0 0 0 SCOTT MCCARTY BOARD MEMBER 1.00 X 0 0 0 SHONA JONES BOARD MEMBER 1.00 X 0 0 0 THOM FALLER BOARD MEMBER 1.00 X 0 0 0 TOSHIKO SEEMAN BOARD MEMBER 1.00 X 0 0 0 TRACY OLSEN BOARD MEMBER 1.00 X 0 0 0 VALERIE NIAS BOARD MEMBER 1.00 X 0 0 0 CHERYL ZANDER BOARD MEMBER 1.00 X 0 0 0 PETER MACK BOARD MEMBER 1.00 X 0 0 0 JACK WEAST BOARD MEMBER 1.00 X 0 0 0 JEFF CURTIS CEO 60.00 X 140191 0 16140 MARILYN CLINT COO 40.00 X 126481 0 9723 266672 0 25863 2 0 1 0 0 97000 156139 17712 253139 FESTIVAL REVENUE 711300 673402 673402 ADMISSIONS 711300 50 50 673452 4 4 1068 1068 200 0 200 200 200 128242 9948 118294 118294 3908 10616 -6708 -6708 REIMBURSED EXPENSES 900099 87500 87500 MISCELLANEOUS 900099 19601 19601 ROSE GARDEN INCOME 453220 10741 10741 117842 1157291 780553 10741 112858 52500 52500 169652 104386 44021 21245 641087 394458 166348 80281 16201 9968 4204 2029 71591 44050 18576 8965 72850 44824 18903 9123 5148 5148 20875 20875 46825 27993 12566 6266 96022 76196 19707 119 31799 27737 1136 2926 26743 26743 116009 49043 66966 13141 12570 571 4406 4406 59812 59812 INFRASTRUCTURE 52740 52740 ENTERTAINMENT AND MERCH 44626 32000 7152 5474 36446 33076 3293 77 1578473 961541 480427 136505 699923 695561 45240 29095 117952 120444 168812 31336 37467 21862 283120 259717 11309 23403 1411443 1373693 4809 4809 2496955 2300203 152292 76812 67255 83005 61354 99900 245615 280901 505332 X 722356 325673 1493698 1469198 2216054 1794871 2496955 2300203 -421182 0 X X 0 1 X 1 0 X 366755 337784 277553 328529 253139 1563760 93413 96474 99626 102881 106230 498624 460168 434258 377179 431410 359369 2062384 259107 1803277 20439 23439 21539 11104 1072 77593 67800 60354 63557 73437 10741 275889 55569 245194 281347 332857 100442 1015409 3431275 11597134 0.52550 0.55800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MERCHANDISE SALES - 2015 AMOUNT: $ 55,569. 2016 AMOUNT: $ 65,194. 2017 AMOUNT: $ 24,450. 2018 AMOUNT: $ 18,793. 2019 AMOUNT: $ -6,708. OTHER INCOME - 2016 AMOUNT: $ 180,000. 2017 AMOUNT: $ 256,897. 2018 AMOUNT: $ 314,064. 2019 AMOUNT: $ 107,150. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 251743 228340 23403 31377 31377 0 23403 X 1629159 461253 10616 471869 1157290 0 1157290 2050342 461253 10616 471869 1578473 0 1578473 PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST SALES OF INVENTORY 10,616. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST SALES OF INVENTORY 10,616. AUCTION 92442 92442 7763 ROSE FESTIVAL HONORS 35800 35800 2185 128242 128242 9948 9948 118294 0 SCHOLARSHIPS AWARDED TO COLLEGE-BOUND HIGH SCHOOL SENIORS WHO WERE ELECTED BY THEIR CLASSMATES FOR THE ROSE FESTIVAL COURT 15 52500 X X 0 1 X X X 0 0 0 1 0 0 0 0 0 JEFF CURTIS CEO 140191 0 0 0 0 0 4463 0 11677 0 156331 0 0 0 PART I, LINE 1A JEFF CURTIS - CONTRACT ENTITLES HIM TO TRAVEL UP TO 4 COMPANIONS PER YEAR (AIRFARE ONLY) NOT TO EXCEED $2,400 IN VALUE. JEFF CURTIS - RECEIVES 525.00 PER MONTH FOR HEALTH/SOCIAL DUES PER CONTRACT, BUT DUE TO COVID HIS AMOUNT WAS LOWERED TO 160.00 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 XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.