2021-10-08T18:26:26-05:00 2021-05-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1200 PORTLAND OR 97205 990 2020-06-01 930402877 OREGON MUSEUM OF SCIENCE AND INDUSTRY OREG 5037974000 1945 SE WATER AVENUE PORTLAND OR 972143356 ERIN GRAHAM CHIEF OPERATING OFFICER 5037974000 2021-10-04 1 ERIN GRAHAM XXX-XX-XXXX WENDY CAMPOS P00448102 5032421447 2021-10-03 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ERIN GRAHAM 1945 SE WATER AVENUE PORTLAND OR 972143356 19605742 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. 22 22 312 206 4760 0 4255406 10325220 10828674 5091206 224164 61911 1613128 464106 16921372 15942443 0 0 0 0 11239176 7713500 0 0 580319 11004054 7811511 22243230 15525011 -5321858 417432 58120326 60251950 13530256 14541549 44590070 45710401 INSPIRE CURIOSITY THROUGH ENGAGING SCIENCE LEARNING EXPERIENCES, FOSTER EXPERIMENTATION AND THE EXCHANGE OF IDEAS, AND STIMULATE INFORMED ACTION. 0 0 7523908 3451137 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. OMSI HAD 103,831 VISITORS IN FY21. NOTE THIS DECREASE IS DUE TO THE COVID PANDEMIC. PARTIAL YEAR CLOSURE PER STATE-MANDATE, REDUCED OFFERINGS, AND DCREASED MUSEUM TRAFFIC. 3935471 1640069 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. 404859 160668 AUXILIARY ACTIVITIES (SCIENCE STORE, EVENT SALES) 11864238 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 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 51 0 1 312 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 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 ALISTAIR FIRMIN CHAIR 1.00 X X 0 0 0 JOHN WHEELER TREASURER 1.00 X X 0 0 0 CLAUDIA VALDERRAMA CHAIR ELECT 1.00 X X 0 0 0 JACKIE SETO SECRETARY 1.00 X X 0 0 0 ALISA JOHNSTON TRUSTEE 1.00 X 0 0 0 ARYA BEHBEHANI TRUSTEE 1.00 X 0 0 0 BRYCE DALLEY TRUSTEE 1.00 X 0 0 0 CHRIS LEWIS TRUSTEE 1.00 X 0 0 0 CHRISTOPHER CARPENTER TRUSTEE 1.00 X 0 0 0 ERIC C MESLOW TRUSTEE 1.00 X 0 0 0 GREG FALLON TRUSTEE 1.00 X 0 0 0 JANET CAMPBELL TRUSTEE 1.00 X 0 0 0 JILL EILAND TRUSTEE 1.00 X 0 0 0 JOE BINGOLD TRUSTEE 1.00 X 0 0 0 JUSTIN YUEN TRUSTEE 1.00 X 0 0 0 SUE MILLER TRUSTEE 1.00 X 0 0 0 KRISTIN LUCK TRUSTEE 1.00 X 0 0 0 LAKECIA GUNTER 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 STACEY ML DODSON TRUSTEE 1.00 X 0 0 0 STEFAN BIRD TRUSTEE 1.00 X 0 0 0 YONETTE FINE TRUSTEE 1.00 X 0 0 0 RUSSELL SNEDDON TRUSTEE 1.00 X 0 0 0 NANCY STUEBER PRESIDENT AND CEO 40.00 X 169391 0 32718 ERIN GRAHAM CHIEF OPERATING OFFICER 40.00 X 175867 0 8559 TIM MACK V.P. FINANCE AND ANALYSIS 40.00 X 164840 0 11846 DAMIEN FRANCAVIGLIA V.P. FINANCE AND TECHNOLOGY 40.00 X 118734 0 1330 RUSS REPP V.P. MARKETING AND RETAIL 40.00 X 124640 0 8874 DAN LOVE CENTERWALL V.P. DEVELOPMENT 40.00 X 114674 0 8329 ERIC BUENROSTRO AZUA V.P. PEOPLE AND CULTURE 40.00 X 98939 0 19413 KEN WILSON V.P. PROPERTY DEVELOPMENT 40.00 X 106076 0 7925 1073161 0 98994 8 0 1 0 PROGRESSIVE ROOFING 23 N 35TH AVE PHOENIX AZ 85009 ROOFING CONSTRUCTION 836232 WALSH CONSTRUCTION CO 2905 SW FIRST AVE PORTLAND OR 97201 CONSTRUCTION SERVICES 533616 ZIMMER GUNSUL FRASCA ARCHITECTS 1223 SW WASHINGTON ST SUITE 200 PORTLAND OR 97205 ARCHITECTURAL SERVICES 444850 3 697002 2791288 6836930 116881 10325220 EDUCATIONAL PROGRAMS 611600 1640069 1640069 MEMBERSHIPS 900099 1485922 1485922 ADMISSIONS 900099 1438366 1438366 EXHIBIT FEES 900099 526849 526849 5091206 102523 102523 88718 2431 86287 86287 86287 3411713 3392612 59713 19101 -59713 -40612 -40612 54258 697002 158834 -104576 -104576 306069 49709 256360 160668 4760 90932 MISCELLANEOUS 900099 226035 226035 226035 15942443 5251874 4760 360589 957016 957016 6262537 5214830 506887 540820 70161 50679 14226 5256 423786 306109 85931 31746 37042 3648 33394 96885 96885 60000 60000 802235 693436 20712 88087 55282 51839 869 2574 239693 161382 68807 9504 355759 174076 175579 6104 713335 664246 49089 136969 136890 79 268441 438 267796 207 3511532 3487076 24456 365535 1303 364232 TAXES ON UBI 40038 40038 RENTALS 680080 551213 128867 0 MUSEUM SUPPORT SERVICES 369062 235372 125235 8455 FOOD 122183 95633 3774 22776 -42560 36068 56661 -135289 15525011 11864238 3080454 580319 2550 2350 7246025 10100324 2886506 2398353 1287663 810463 21092 14978 586153 524490 85431127 44843922 40219096 40587205 5179494 4494441 691747 1319346 58120326 60251950 1933037 1921945 4216988 2599738 4776417 9155522 2603814 864344 13530256 14541549 X 39364706 40372166 5225364 5338235 44590070 45710401 58120326 60251950 X 417432 727739 -24840 X 0 1 X 1 1 1 X 5736635 5059291 14200067 4255406 10300380 39551779 13512309 13563129 13368051 11250931 5349915 57044335 19248944 18622420 27568118 15506337 15650295 96596114 158370 233686 126516 97328 58750 674650 0 158370 233686 126516 97328 58750 674650 95921464 231506 185367 286701 362187 191241 1257002 231506 185367 286701 362187 191241 1257002 97983 145881 216530 161428 0 621822 733746 849958 814323 604197 268635 3270859 20312179 19803626 28885672 16634149 16110171 101745797 0.94280 0.93790 0.01240 0.01250 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 60000 60000 15465011 15525011 926251 231563 0 0 1000000 1000000 1000000 926251 3926251 5889377 20000 60000 80000 250000 250000 250000 231563 981563 1472345 546611 38382 16577 568416 531382 16578 1349 546611 529434 20258 18310 531382 539858 65900 76324 529434 543747 14525 18414 539858 0.00000 0.97505 0.02495 1 0 9683547 9683547 51346284 29109320 22236964 6343108 5652308 690800 18058188 10082294 7975894 40587205 DUE TO OTHER FUNDS 864344 864344 X 17031324 727739 150168 877907 16153417 -210974 -210974 15942443 15910993 150168 235814 385982 15525011 0 15525011 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, 2021 OR 2020. 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 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED FOR 990 PURPOSES -49,709. SPECIAL EVENT EXPENSES NETTED FOR 990 PURPOSES -2,431. RENTAL EXPENSES NETTED FOR 990 PURPOSES -158,834. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED FOR 990 PURPOSES 49,709. SPECIAL EVENT EXPENSES NETTED FOR 990 PURPOSES 158,834. RENTAL EXPENSES NETTED FOR 990 PURPOSES 2,431. PLEDGE WRITE OFFS NETTED FOR 990 PURPOSES 24,840. GALA 751260 697002 54258 33576 22709 87775 14774 751260 697002 54258 33576 22709 87775 14774 158834 -104576 X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 NANCY STUEBER PRESIDENT AND CEO 169391 0 0 0 0 0 19500 0 13218 0 202109 0 0 0 ERIN GRAHAM CHIEF OPERATING OFFICER 175867 0 0 0 0 0 0 0 8559 0 184426 0 0 0 TIM MACK V.P. FINANCE AND ANALYSIS 164840 0 0 0 0 0 0 0 11846 0 176686 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. PART I, LINE 4B PLAN PARTICIPANTS ARE NANCY STUEBER. THE MUSEUM DID NOT MAKE ANY DISCRETIONARY CONTRIBUTIONS TO THE PLAN NOR WERE THERE ANY DISTRIBUTIONS FROM THE PLAN DURING THE FISCAL YEAR. 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 3590127 7479255 89128 2246891 1553109 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 9 73251 IMMEDIATE SALE X AUCTION ITEMS 12 25376 COST OF DONATED PROP X SUPPLIES 8 18254 COST OF DONATED PROP 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED IN DETAIL AT THE FINANCE AND AUDIT COMMITTEE MEETING AND E-MAILED TO THE FULL BOARD FOR REVIEW BEFORE FILING. 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 -24,840. CHARITABLE REMAINDER TRUST (1) CHARITABLE REMAINDER TRUST OR OMSI 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0