2019-10-15T18:41:32-05:00 2019-05-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1200 PORTLAND OR 97205 990 2018-06-01 930402877 OREGON MUSEUM OF SCIENCE AND INDUSTRY OREG 5037974000 1945 SE WATER AVENUE PORTLAND OR 972143356 NANCY STUEBER PRESIDENT 5037974000 2019-10-07 1 WENDY CAMPOS P00448102 5032421447 2019-10-07 12.129.4.210 2019-10-07 13:52:42 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 697E1C7253A5CA0A5488E87239FE5BE3AB33F6DC 2018 2019-02-21 02:37:17Z NANCY STUEBER 1945 SE WATER AVENUE PORTLAND OR 972143356 30829445 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. 21 21 430 1655 589019 200427 5065419 14211742 12723968 13950076 134170 281220 2223361 2041486 20146918 30484524 0 0 0 0 10529589 11139440 0 0 1033905 10938629 11052904 21468218 22192344 -1321300 8292180 52495485 61239609 9561203 10133828 42934282 51105781 INSPIRE CURIOSITY THROUGH ENGAGING SCIENCE LEARNING EXPERIENCES, FOSTER EXPERIMENTATION AND THE EXCHANGE OF IDEAS, AND STIMULATE INFORMED ACTION. 0 0 13102605 10618440 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 701,491 VISITORS THIS YEAR. 4001136 3331636 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. 397691 462124 AUXILIARY ACTIVITIES (SCIENCE STORE, EVENT SALES) 17501432 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 1 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 56 0 1 430 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 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 PENNY SERRURIER CHAIR 1.00 X X 0 0 0 JOHN WHEELER TREASURER 1.00 X X 0 0 0 SUE MILLER SECRETARY 1.00 X X 0 0 0 ALISTAIR FIRMIN TRUSTEE 1.00 X 0 0 0 ARYA BEHEBEHANI 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 BRYCE DALLEY TRUSTEE 1.00 X 0 0 0 CAROL DILLIN TRUSTEE 1.00 X 0 0 0 STACEY ML DODSON TRUSTEE 1.00 X 0 0 0 MEGHAN 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 REGINALD HAMLETT TRUSTEE 1.00 X 0 0 0 JANET LABAR 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 SASTRY PANTULA TRUSTEE 1.00 X 0 0 0 LINDA PEARCE TRUSTEE 1.00 X 0 0 0 JACKIE SETO TRUSTEE 1.00 X 0 0 0 CLAUDIA VALDERRAMA TRUSTEE 1.00 X 0 0 0 NANCY STUEBER PRESIDENT 40.00 X 287716 0 36336 ERIN GRAHAM CHIEF OPERATING OFFICER 40.00 X 172373 0 11218 TIM MACK V.P. FINANCE AND ANALYSIS 40.00 X 162101 0 14825 RUSS REPP V.P. MARKETING AND RETAIL 40.00 X 125562 0 7271 DEBRA MUMM-HILL V.P. LEARNING EXPERIENCES 40.00 X 125568 0 22014 DAN LOVE CENTERWALL V.P. DEVELOPMENT 40.00 X 126006 0 10489 DAMIEN FRANCAVIGLIA V.P. TECHNOLOGY & BUSINESS 40.00 X 121295 0 3081 1120621 0 105234 7 0 1 0 WALSH CONSTRUCTION CO 2905 SW FIRST AVE PORTLAND OR 97201 CONSTRUCTION SERVICES 914571 AXIOM CUSTOM PRODUCTS 2424 NE RIVERSIDE WAY PORTLAND OR 97211 EXHIBIT PRODUCTION 298940 FOGLIGHT SOLUTIONS INC 2205 NE 38TH AVE PORTLAND OR 97212 IT CONSULTING 290880 ALERT SECURITY ASSET PROTECTION 3691 NW JOHN OLSEN PLACE HILLSBORO OR 97124 SECURITY SERVICES 214286 BON APPETIT COMPASS GROUP PO BOX 417632 BOSTON MA 022417632 FOOD SERVICE 183700 11 1202334 3131598 9877810 5170575 14211742 ADMISSIONS 900099 6941195 6941195 EDUCATIONAL PROGRAMS 611600 3331636 3331636 MEMBERSHIPS 900099 2717430 2717430 EXHIBIT FEES 900099 959815 959815 13950076 176227 176227 110474 8585 101889 101889 101889 110350 5357 104993 104993 104993 156750 1202334 300379 -143629 -143629 18800 2697 16103 16103 1231703 27903 1203800 462124 540019 201657 MISCELLANEOUS 900099 814323 814323 EXCLUSIVE SPONSORSHIP 900099 49000 49000 863323 30484524 14412200 589019 1271563 1263461 1263461 8167299 7065665 291271 810363 30707 23006 5062 2639 963054 721534 158767 82753 714919 535628 117860 61431 54264 33482 20782 83108 83108 1390264 929495 225739 235030 423883 405878 3962 14043 607003 516569 76039 14395 306475 234959 68836 2680 1135075 1099758 35317 613625 585054 21777 6794 452618 166 452305 147 3187050 3101435 83775 1840 350046 8010 342036 TAXES ON UBI 73294 0 73294 0 RENTALS 1337427 1275916 57500 4011 MUSEUM SUPPORT SERVICES 747723 591741 145045 10937 FOOD 385975 297660 36755 51560 -94926 75476 94316 -264718 22192344 17501432 3657007 1033905 2850 2550 4065461 4991804 2631990 5444715 860400 1182989 22655 23909 669948 415086 78624768 38452196 40674132 40172572 2647153 7783829 920896 1222155 52495485 61239609 1879372 2255947 2676900 3095779 4145387 3854944 859544 927158 9561203 10133828 X 37632232 42610141 4395629 7614085 906421 881555 42934282 51105781 52495485 61239609 X 8292180 -114553 -6128 X X 0 1 X 1 1 1 X 9980905 6345673 5736635 5065419 14211742 41340374 11004119 11785775 13512309 13563129 14719655 64584987 20985024 18131448 19248944 18628548 28931397 105925361 125190 152825 158370 233686 126516 796587 0 125190 152825 158370 233686 126516 796587 105128774 719925 244081 231506 185367 286701 1667580 719925 244081 231506 185367 286701 1667580 301061 126076 97983 145881 211565 882566 485071 683865 733746 849958 814323 3566963 22491081 19185470 20312179 19809754 30243986 112042470 0.93830 0.92920 0.01490 0.01790 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME 0 0 0 22192344 22192344 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 529434 20258 18310 531382 539858 65900 76324 529434 543747 14525 18414 539858 548058 2000 13746 20057 543747 560073 15515 27530 548058 0.00000 0.97680 0.02320 1 0 9683547 9683547 49552192 26392738 23159454 6821429 5683494 1137935 12567600 6375964 6191636 40172572 DUE TO OTHER FUNDS 871982 CAPITAL LEASE OBLIGATIONS 34656 ANNUITY AGREEMENT 20520 927158 X 31300363 -114553 590828 476275 30824088 -339564 -339564 30484524 23128864 590828 345692 936520 22192344 0 22192344 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, 2019 OR 2018. 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 -27,903. SPECIAL EVENT EXPENSES NETTED FOR 990 PURPOSES -8,585. RENTAL EXPENSES NETTED FOR 990 PURPOSES -2,697. GAMING EXPENSES NETTED FOR 990 PURPOSES -300,379. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED FOR 990 PURPOSES 27,903. SPECIAL EVENT EXPENSES NETTED FOR 990 PURPOSES 8,585. RENTAL EXPENSES NETTED FOR 990 PURPOSES 2,697. GAMING EXPENSES NETTED FOR 990 PURPOSES 6,128. PLEDGE WRITE OFFS NETTED FOR 990 PURPOSES 300,379. GALA 1359084 1202334 156750 62301 147419 19471 48260 22928 1359084 1202334 156750 62301 147419 19471 48260 22928 300379 -143629 18800 2000 20 677 1 0.50000 18800 2000 20 677 2697 16103 OR 1 0 1 0 1.00000 0.00000 KATE SIMMONS 1945 SE WATER AVENUE PORTLAND OR 972143356 0 KATE SIMMONS 4318 OMSI DOES NOT HAVE A DEDICATED GAMING MANAGER. EACH YEAR OMSI HAS A RAFFLE THAT IS DONE IN CONJUNCTION WITH THE ONE BIG FUNDRAISING EVENT OF THE YEAR, "THE GALA." THE RAFFLE IS THE ONLY GAMING ACTIVITY THAT TAKES PLACE DURING THE GALA FESTIVITIES. X 0 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 NANCY STUEBER PRESIDENT 287716 0 0 0 0 0 25246 0 11090 0 324052 0 0 0 ERIN GRAHAM CHIEF OPERATING OFFICER 172373 0 0 0 0 0 4177 0 7041 0 183591 0 0 0 TIM MACK V.P. FINANCE AND ANALYSIS 162101 0 0 0 0 0 3953 0 10872 0 176926 0 0 0 RUSS REPP V.P. MARKETING AND RETAIL 125562 0 0 0 0 0 0 0 7271 0 132833 0 0 0 DEBRA MUMM-HILL V.P. LEARNING EXPERIENCES 125568 0 0 0 0 0 21463 0 551 0 147582 0 0 0 DAN LOVE CENTERWALL V.P. DEVELOPMENT 126006 0 0 0 0 0 258 0 10231 0 136495 0 0 0 DAMIEN FRANCAVIGLIA V.P. TECHNOLOGY & BUSINESS 121295 0 0 0 0 0 2546 0 535 0 124376 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. A STATE OF OREGON OREGON FACILITIES AUTHORITY 936001787 2015-01-26 4160000 RE-FINANCING OF ORIGINAL CONSTRUCTION BOND 0 0 0 A 4160000 68311 4091689 1992 1 0 1 1 A 0 0 1 0 0 0 0 0 1 A 1 X 16 5058426 IMMEDIATE SALE X 1 700 DONOR VALUATION X SUPPLIES 52 70792 COST OF DONATED PROP X AUCTION ITEMS 17 34701 COST OF DONATED PROP X EQUIPMENT 3 6136 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 -6,128. CHANGE IN REVENUE RECOGNITION CHANGED THE RECOGNITION OF REVENUE FOR MEMBERSHIP SALES TO NEW GAAP REQUIREMENTS. PREVIOUSLY, THE REVENUE WAS ALL RECOGNIZED UPON THE SALE AND NOW IT IS AMORTIZED OVER 12 MONHTS. 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