2018-10-10T15:59:15-05:00 2018-05-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1200 PORTLAND OR 97205 990 2017-06-01 930402877 OREGON MUSEUM OF SCIENCE AND INDUSTRY OREG 5037974000 1945 SE WATER AVENUE PORTLAND OR 972143356 NANCY STUEBER PRESIDENT 5037974000 2018-10-08 1 WENDY CAMPOS P00448102 5032421447 2018-10-04 12.129.7.100 2018-10-08 13:22:01 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D054F4EF093A01A5BE70ECC55B3094991D2B5D96 2017 2018-06-14 16:35:46Z NANCY STUEBER 1945 SE WATER AVENUE PORTLAND OR 972143356 20388298 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. 25 25 372 1469 511006 135242 5758260 5065419 12763857 12723968 95124 134170 2012719 2223361 20629960 20146918 0 0 0 0 9905054 10529589 0 0 1139071 10197328 10938629 20102382 21468218 527578 -1321300 54394965 52495485 10229194 9561203 44165771 42934282 INSPIRE CURIOSITY THROUGH ENGAGING SCIENCE LEARNING EXPERIENCES, FOSTER EXPERIMENTATION AND THE EXCHANGE OF IDEAS, AND STIMULATE INFORMED ACTION. 0 0 12910283 9909040 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 713,421 VISITORS THIS YEAR. 3810423 2814928 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. 379523 611449 AUXILIARY ACTIVITIES (SCIENCE STORE, EVENT SALES) 17100229 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 69 0 1 372 1 1 1 0 0 0 0 1 1 0 0 0 0 X 25 25 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 ALISTAIR FIRMIN TREASURER 1.00 X X 0 0 0 JOHN WHEELER SECRETARY 1.00 X X 0 0 0 SUSAN KEIL 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 CASEY CALLINSKY 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 DODSON 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 KENNETH HICK 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 MESLOW TRUSTEE 1.00 X 0 0 0 SUE MILLER TRUSTEE 1.00 X 0 0 0 SASTRY PANTULA TRUSTEE 1.00 X 0 0 0 LINDA PIERCE 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 270206 0 35290 ERIN GRAHAM CHIEF OPERATING OFFICER 40.00 X 167129 0 10891 TIM MACK V.P. FINANCE AND ANALYSIS 40.00 X 158265 0 14239 RUSS REPP V.P. MARKETING AND RETAIL 40.00 X 122035 0 6859 DEBRA MUMM-HILL V.P. LEARNING EXPERIENCES 40.00 X 118633 0 28424 DAN LOVE CENTERWALL V.P. DEVELOPMENT 40.00 X 122007 0 10668 DAMIEN FRANCAVIGLIA V.P. TECHNOLOGY & BUSINESS 40.00 X 101910 0 12835 1060185 0 119206 7 0 1 0 SNOHETTA ARCHITECTURE DESIGN PLANNING 80 PINE STREET 10TH FLOOR NEW YORK NY 10005 ARCHITECTURAL DESIGN 447479 FOGLIGHT SOLUTIONS INC 2205 NE 38TH AVENUE PORTLAND OR 97212 IT SERVICES 403744 AFFILITATED MEDIA LLC 7080 SW BEVELAND STREET PORTLAND OR 97223 ADVERTISING 354007 ALERT SECURITY ASSET PROTECTION 3691 NW JOHN OLSEN PLACE HILLSBORO OR 97124 SECURITY SERVICES 225964 GCA SERVICES GROUP PO BOX 534198 ATLANTA GA 30353 JANITORIAL SERVICES 188991 10 781289 546532 3737598 288714 5065419 ADMISSIONS 900099 6183441 6183441 EDUCATIONAL PROGRAMS 611600 2814928 2814928 MEMBERSHIPS 900099 2630315 2630315 EXHIBIT FEES 900099 1095284 1095284 12723968 78954 78954 106413 12839 93574 93574 93574 79569 24353 55216 55216 55216 119250 781289 177450 -58200 -58200 14600 3961 10639 10639 1301167 22777 1278390 611449 462006 204935 MISCELLANEOUS 900099 849958 849958 EXCLUSIVE SPONSORSHIP 900099 49000 49000 898958 20146918 13335417 511006 1235076 1174727 1174727 7709961 6576133 342743 791085 65301 48334 11153 5814 921732 682234 157428 82070 657868 486931 112361 58576 32762 2900 29862 79035 79035 1517022 1242393 132283 142346 462798 440585 3286 18927 819460 654222 150261 14977 298892 236361 60778 1753 1090805 1060950 29843 12 482773 454655 21567 6551 494911 277477 206052 11382 2889693 2795614 91319 2760 337427 6689 330738 RENTALS 1218257 1124515 92622 1120 MUSEUM SUPPORT SERVICES 807514 676488 122675 8351 FOOD 362296 286608 33653 42035 TAXES ON UBI 15160 0 15160 0 29824 47140 31372 -48688 21468218 17100229 3228918 1139071 2550 2850 4905329 4065461 4080477 2631990 1136460 860400 23072 22655 687974 669948 79013880 38339748 40481173 40674132 2490853 2647153 587077 920896 54394965 52495485 2167133 1879372 2725140 2676900 4160000 4145387 265862 0 911059 859544 10229194 9561203 X 37315276 37632232 6013587 4395629 836908 906421 44165771 42934282 54394965 52495485 X -1321300 111436 -21625 X 0 1 X 1 1 1 X 8691446 9980905 6345673 5736635 5065419 35820078 11012318 11004119 11785775 13512309 13563129 60877650 19703764 20985024 18131448 19248944 18628548 96697728 572739 125190 152825 158370 233686 1242810 0 572739 125190 152825 158370 233686 1242810 95454918 458469 719925 244081 231506 185367 1839348 458469 719925 244081 231506 185367 1839348 244773 301061 126076 97983 145881 915774 524957 485071 683865 733746 849958 3277597 20931963 22491081 19185470 20312179 19809754 102730447 0.92920 0.90750 0.01790 0.02050 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME 0 0 0 21489843 21489843 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 539858 65900 63729 542029 543747 14525 18414 539858 548058 2000 13746 20057 543747 560073 15515 27530 548058 542031 20816 2774 560073 0.00000 0.97680 0.02320 1 0 9683547 9683547 49172187 25125993 24046194 6821672 5400497 1421175 13336474 7813258 5523216 40674132 DUE TO OTHER FUNDS 543909 CAPITAL LEASE OBLIGATIONS 293970 ANNUITY AGREEMENT 21665 859544 X 20890518 111436 415137 526573 20363945 -217027 -217027 20146918 22122007 415137 238652 653789 21468218 0 21468218 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, 2018 OR 2017. 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 -22,777. SPECIAL EVENT EXPENSES NETTED FOR 990 PURPOSES -177,450. RENTAL EXPENSES NETTED FOR 990 PURPOSES -12,839. GAMING EXPENSES NETTED FOR 990 PURPOSES -3,961. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED FOR 990 PURPOSES 22,777. SPECIAL EVENT EXPENSES NETTED FOR 990 PURPOSES 177,450. RENTAL EXPENSES NETTED FOR 990 PURPOSES 12,839. GAMING EXPENSES NETTED FOR 990 PURPOSES 3,961. PLEDGE WRITE OFFS NETTED FOR 990 PURPOSES 21,625. GALA 900539 781289 119250 17839 93365 1730 22250 42266 900539 781289 119250 17839 93365 1730 22250 42266 177450 -58200 14600 3500 20 441 1 0.50000 14600 3500 20 441 3961 10639 OR 1 0 1 0 1.00000 0.00000 ADAM PATTERSON 1945 SE WATER AVENUE PORTLAND OR 972143356 0 ADAM PATTERSON 5000 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 0 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 NANCY STUEBER PRESIDENT 270206 0 0 0 0 0 24569 0 10721 0 305496 0 0 0 ERIN GRAHAM CHIEF OPERATING OFFICER 167129 0 0 0 0 0 4060 0 6831 0 178020 0 0 0 TIM MACK V.P. FINANCE AND ANALYSIS 158265 0 0 0 0 0 3854 0 10385 0 172504 0 0 0 RUSS REPP V.P. MARKETING AND RETAIL 122035 0 0 0 0 0 0 0 6859 0 128894 0 0 0 DEBRA MUMM-HILL V.P. LEARNING EXPERIENCES 118633 0 0 0 0 0 18000 0 10424 0 147057 0 0 0 DAN LOVE CENTERWALL V.P. DEVELOPMENT 122007 0 0 0 0 0 0 0 10668 0 132675 0 0 0 DAMIEN FRANCAVIGLIA V.P. TECHNOLOGY & BUSINESS 101910 0 0 0 0 0 2143 0 10692 0 114745 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 15 95938 IMMEDIATE SALE X SUPPLIES 35 161532 COST OF DONATED PROP X AUCTION ITEMS 20 17839 COST OF DONATED PROP X LEASED VEHICLE 1 10000 COST OF DONATED PROP X EQUIPMENT 5 3405 COST OF DONATED PROP 0 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 -21,625. 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