2020-10-15T22:05:52-05:00 2020-05-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1200 PORTLAND OR 97205 990 2019-06-01 930402877 OREGON MUSEUM OF SCIENCE AND INDUSTRY OREG 5037974000 1945 SE WATER AVENUE PORTLAND OR 972143356 ERIN GRAHAM CHIEF OPERATING OFFICER 5037974000 2020-10-09 1 WENDY CAMPOS P00448102 5032421447 2020-10-09 66.191.30.114 2020-10-09 13:21:52 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 292AC8C23ECA9812BD605A654D2E739AD506DE0D 2019 2021-01-29 14:40:06Z ERIN GRAHAM 1945 SE WATER AVENUE PORTLAND OR 972143356 19779800 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. 23 23 434 1555 528039 161426 14211742 4255406 13950076 10828674 281220 224164 2041486 1613128 30484524 16921372 0 0 0 0 11139440 11239176 0 0 1190538 11052904 11004054 22192344 22243230 8292180 -5321858 61239609 58120326 10133828 13530256 51105781 44590070 INSPIRE CURIOSITY THROUGH ENGAGING SCIENCE LEARNING EXPERIENCES, FOSTER EXPERIMENTATION AND THE EXCHANGE OF IDEAS, AND STIMULATE INFORMED ACTION. 0 0 12742475 8282457 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 513,012 VISITORS THIS YEAR. 3935471 2546217 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. 414488 246165 AUXILIARY ACTIVITIES (SCIENCE STORE, EVENT SALES) 17092434 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 72 0 1 434 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR CA X X TIM MACK 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 SECRETARY 1.00 X X 0 0 0 PENNY SERRURIER IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 ARYA BEHBEHANI TRUSTEE 1.00 X 0 0 0 STEFAN BIRD TRUSTEE 1.00 X 0 0 0 ERIC BLACKBURN TRUSTEE 1.00 X 0 0 0 CHRISTOPHER CARPENTER TRUSTEE 1.00 X 0 0 0 BRYCE DALLEY TRUSTEE 1.00 X 0 0 0 STACEY ML DODSON TRUSTEE 1.00 X 0 0 0 MEGHANN DRYER TRUSTEE 1.00 X 0 0 0 JILL EILAND TRUSTEE 1.00 X 0 0 0 SU EMBREE TRUSTEE 1.00 X 0 0 0 GREG FALLON TRUSTEE 1.00 X 0 0 0 YONETTE FINE TRUSTEE 1.00 X 0 0 0 JONATHAN FINK TRUSTEE 1.00 X 0 0 0 ROY HAGGERTY TRUSTEE 1.00 X 0 0 0 ALISA JOHNSTON TRUSTEE 1.00 X 0 0 0 CHRIS LEWIS TRUSTEE 1.00 X 0 0 0 KRISTIN LUCK TRUSTEE 1.00 X 0 0 0 ERIC C MESLOW TRUSTEE 1.00 X 0 0 0 SUE MILLER TRUSTEE 1.00 X 0 0 0 JACKIE SETO TRUSTEE 1.00 X 0 0 0 NANCY STUEBER PRESIDENT 40.00 X 288098 0 38826 ERIN GRAHAM CHIEF OPERATING OFFICER 40.00 X 176962 0 11164 TIM MACK V.P. FINANCE AND ANALYSIS 40.00 X 159951 0 15996 RUSS REPP V.P. MARKETING AND RETAIL 40.00 X 135935 0 8121 DAN LOVE CENTERWALL V.P. DEVELOPMENT 40.00 X 127891 0 13920 DAMIEN FRANCAVIGLIA V.P. TECHNOLOGY & BUSINESS 40.00 X 130325 0 4123 KEN WILSON V.P. CAMPUS DEVELOPMENT 40.00 X 114266 0 7502 1133428 0 99652 7 0 1 0 WALSH CONSTRUCTION CO 2905 SW FIRST AVE PORTLAND OR 97201 CONSTRUCTION SERVICES 1133416 ZGF ARCHITECTS LLC 1223 SW WASHINGTON ST SUITE 200 PORTLAND OR 97205 ARCHITECTURAL SERVICES 463578 ALERT SECURITY ASSET PROTECTION 3691 NW JOHN OLSEN PLACE HILLSBORO OR 97124 SECURITY SERVICES 232020 KIDZBITZ 795 VANDALIA STREET SAINT PAUL MN 55114 EXHIBIT CONSTRUCTION 218500 AFFILIATED MEDIA LLC 7080 SW BEVELAND ST PORTLAND OR 97223 ADVERTISING 201129 8 792160 53982 3409264 523184 4255406 ADMISSIONS 900099 5132278 5132278 EDUCATIONAL PROGRAMS 611600 2546217 2546217 MEMBERSHIPS 900099 2174041 2174041 EXHIBIT FEES 900099 976138 976138 10828674 221409 221409 140778 4928 135850 135850 135850 2706890 2697899 6236 8991 -6236 2755 2755 72150 792160 125222 -53072 -53072 901296 24143 877153 246165 479039 151949 MISCELLANEOUS 900099 604197 604197 EXCLUSIVE SPONSORSHIP 900099 49000 49000 653197 16921372 11074839 528039 1063088 1199037 1199037 8212845 7052929 443138 716778 1126327 844030 196520 85777 700967 525280 122304 53383 159474 34745 124729 87075 87075 20000 20000 1787739 1619767 70218 97754 414860 396701 2124 16035 413716 353735 44069 15912 436513 289414 138262 8837 1037515 1008782 28733 276296 256974 12813 6509 477201 993 475953 255 3488983 3459407 29576 369311 10123 359188 TAXES ON UBI 78982 0 78982 0 RENTALS 749305 592116 157189 0 MUSEUM SUPPORT SERVICES 623007 371312 226847 24848 OTHER 334384 88700 112556 133128 249693 187426 30945 31322 22243230 17092434 3960258 1190538 2550 2550 4991804 7246025 5444715 2886506 1182989 1287663 23909 21092 415086 586153 82097193 41878097 40172572 40219096 7783829 5179494 1222155 691747 61239609 58120326 2255947 1933037 3095779 4216988 3854944 4776417 927158 2603814 10133828 13530256 X 42610141 39364706 8495640 5225364 51105781 44590070 61239609 58120326 X -5321858 91531 -1273709 -11675 X 0 1 X 1 1 1 X 6345673 5736635 5059291 14200067 4255406 35597072 11785775 13512309 13563129 13368051 11250931 63480195 18131448 19248944 18622420 27568118 15506337 99077267 152825 158370 233686 126516 97328 768725 0 152825 158370 233686 126516 97328 768725 98308542 244081 231506 185367 286701 362187 1309842 244081 231506 185367 286701 362187 1309842 126076 97983 145881 216530 161428 747898 683865 733746 849958 814323 604197 3686089 19185470 20312179 19803626 28885672 16634149 104821096 0.93790 0.93830 0.01250 0.01490 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 20000 20000 22223230 22243230 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 20000 20000 250000 250000 250000 250000 1000000 1500000 531382 16578 1349 546611 529434 20258 18310 531382 539858 65900 76324 529434 543747 14525 18414 539858 548058 2000 13746 20057 543747 0.00000 0.97410 0.02590 1 0 9683547 9683547 49829096 27675864 22153232 6835339 5959020 876319 15749211 8243213 7505998 40219096 DUE TO OTHER FUNDS 334697 ANNUITY AGREEMENT 20180 OTHER GOVERNMENT LIABILITIES - CARES ACT LOAN 2248937 2603814 X 17483291 91531 316095 407626 17075665 -154293 -154293 16921372 22725293 316095 165968 482063 22243230 0 22243230 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, 2020 OR 2019. 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 -24,143. SPECIAL EVENT EXPENSES NETTED FOR 990 PURPOSES -125,222. RENTAL EXPENSES NETTED FOR 990 PURPOSES -4,928. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED FOR 990 PURPOSES 24,143. SPECIAL EVENT EXPENSES NETTED FOR 990 PURPOSES 125,222. RENTAL EXPENSES NETTED FOR 990 PURPOSES 4,928. PLEDGE WRITE OFFS NETTED FOR 990 PURPOSES 11,675. GALA 864310 792160 72150 37398 11280 3012 66421 7111 864310 792160 72150 37398 11280 3012 66421 7111 125222 -53072 X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 NANCY STUEBER PRESIDENT 288098 0 0 0 0 0 26181 0 12645 0 326924 0 0 0 ERIN GRAHAM CHIEF OPERATING OFFICER 176962 0 0 0 0 0 3030 0 8134 0 188126 0 0 0 TIM MACK V.P. FINANCE AND ANALYSIS 159951 0 0 0 0 0 4049 0 11947 0 175947 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 AND DEBRA MUMM-HILL. 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 1097162 2702838 1 0 1 1 A 0 1 1 1 0 0.02000 0.00000 0.02000 0 0 0 A 0 0 1 0 0 0 0 0 1 A 1 X 6 263526 IMMEDIATE SALE X SUPPLIES 22 205619 COST OF DONATED PROP X AUCTION ITEMS 9 29558 COST OF DONATED PROP X EQUIPMENT 1 17282 COST OF DONATED PROP X LEASED VEHICLE 1 7200 COST OF DONATED PROP 0 1 0 PART I, COLUMN (B): PART I COLUMN B REPORTS THE NUMBER OF CONTRIBUTIONS OF EACH TYPE OF ITEM CONTRIBUTED. 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 -11,675. 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