2017-10-18T12:37:02-05:00 2017-05-31 910189318 Moss Adams LLP 805 SW Broadway Ste 1200 Portland OR 97205 990 2016-06-01 930402877 Oregon Museum of Science and Industry OREG 5037974000 1945 SE Water Avenue Portland OR 972143356 NANCY STUEBER PRESIDENT 5037974000 2017-10-12 1 WENDY CAMPOS P00448102 5032421447 2017-10-11 12.129.7.100 2017-10-12 12:00:38 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1133A14FFAB8169331CEB935F8079429E4018A44 2016 2021-01-29 14:40:06Z NANCY STUEBER 1945 SE Water Avenue Portland OR 972143356 20910307 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 23 349 4000 455940 86674 6345673 5758260 11174962 12763857 84978 95124 1903800 2012719 19509413 20629960 0 0 0 0 9905601 9905054 75350 0 1083261 9178508 10197328 19159459 20102382 349954 527578 54328709 54394965 10873339 10229194 43455370 44165771 Inspire curiosity through engaging science learning experiences, foster experimentation and the exchange of ideas, and stimulate informed action. 0 0 11553003 10216601 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. 3730531 2547256 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. 380860 521553 AUXILIARY ACTIVITIES (SCIENCE STORE, EVENT SALES) 15664394 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 1 349 1 1 1 0 0 0 0 1 1 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 Susan Keil 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 Penny Serrurier Chair-Elect 1.00 X X 0 0 0 Eric Blackburn Trustee 1.00 X 0 0 0 Casey Callinsky Trustee 1.00 X 0 0 0 David Childers Trustee 1.00 X 0 0 0 Kimberly Cooper Trustee 1.00 X 0 0 0 Rob Coppedge 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 Jill Eiland Trustee 1.00 X 0 0 0 Su Embree 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 Ken Hick Trustee 1.00 X 0 0 0 Robert Kross 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 Jeanette Mladenovic 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 Tom Sperry Trustee 1.00 X 0 0 0 Nancy Stueber President 40.00 X 258693 0 17222 Erin Graham Chief Operating Officer 40.00 X 161255 0 10672 Tim Mack V.P.- Finance and Analysis 40.00 X 149273 0 13818 Russ Repp V.P.- Marketing and Retail 40.00 X 109210 0 6626 678431 0 48338 5 0 1 0 Walsh Construction 2905 SW First Ave Portland OR 97201 CONSTRUCTION 942177 Alert SecuritY ASSET PROTECTION 3691 NW John Olsen Place hillsboro OR 97124 SecuRITY 222665 Dangermond Keane Architecture 1921 NW Kearney Portland OR 97209 Architectural Services 210263 GCA Services Group PO Box 534198 Atlanta GA 30353 Janitorial Services 194412 BackStreet Construction Corp PO Box 350 Culver OR 97734 Construction 156798 8 745467 419444 4593349 238333 5758260 ADMISSIONS 900099 5894681 5894681 MEMBERSHIPS 900099 2849299 2849299 EDUCATIONAL PROGRAMS 611600 2547256 2547256 EXHIBIT FEES 900099 1472621 1472621 12763857 75852 75852 155654 19552 136102 136102 136102 69546 50274 19272 19272 19272 132200 745467 188229 -56029 -56029 16800 5492 11308 11308 1155392 16800 1138592 521553 406940 210099 MISCELLANEOUS 900099 733746 733746 EXCLUSIVE SPONSORSHIP 900099 49000 49000 782746 20629960 13285410 455940 1130350 440980 440980 7801274 5966173 1108779 726322 67629 48953 12716 5960 967392 700249 181895 85248 627779 454419 118039 55321 58571 6726 51845 71972 71972 1463675 1033517 286846 143312 239161 225705 2354 11102 826002 767100 40909 17993 158071 149563 7181 1327 1192664 1180260 12404 378654 357943 18081 2630 509291 256344 242788 10159 2533498 2395138 135600 2760 333915 16242 317673 RENTALS 1297292 1188996 107072 1224 MUSEUM SUPPORT SERVICES 752259 619969 124705 7585 FOOD 299687 238827 33008 27852 TAXES ON UBI 8217 0 8217 0 74399 58270 31663 -15534 20102382 15664394 3354727 1083261 2550 2550 2476123 4905329 5413741 4080477 1028759 1136460 23085 23072 315040 687974 77445591 36964418 41757833 40481173 2245489 2490853 1066089 587077 54328709 54394965 1668997 2167133 2873632 2725140 4160000 4160000 536709 265862 1634001 911059 10873339 10229194 X 37046782 37315276 5592135 6013587 816453 836908 43455370 44165771 54328709 54394965 527578 182823 0 X 0 1 X 1 1 1 X 5276192 8691446 9980905 6345673 5758260 36052476 11668970 11012318 11004119 11785775 13512309 58983491 16945162 19703764 20985024 18131448 19270569 95035967 227696 572739 125190 152825 158370 1236820 2274038 2274038 2501734 572739 125190 152825 158370 3510858 91525109 414645 458469 719925 244081 231506 2068626 414645 458469 719925 244081 231506 2068626 215400 244773 301061 126076 97983 985293 331931 524957 485071 683865 733746 2759570 17907138 20931963 22491081 19185470 20333804 100849456 0.90750 0.85390 0.02050 0.02380 X Schedule A, Part III, Line 12, Explanation of Other Income: Other Income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 20091868 20091868 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 543747 14525 18414 539858 548058 2000 13746 20057 543747 560073 15515 27530 548058 542031 20816 2774 560073 542339 7182 7490 542031 0.00000 0.88650 0.11350 1 0 9683547 9683547 48768488 23910191 24858297 7277113 6137502 1139611 11716443 6916725 4799718 40481173 DUE TO OTHER FUNDS 228742 CAPITAL LEASE OBLIGATIONS 658106 ANNUITY AGREEMENT 24211 911059 X 21527908 182823 485052 667875 20860033 -230073 -230073 20629960 20817507 485052 230073 715125 20102382 0 20102382 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 operating expenses. The Museum had no unrecognized tax benefits at May 31, 2017 or 2016. 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 -16,800. SPECIAL EVENT EXPENSES NETTED FOR 990 PURPOSES -188,229. RENTAL EXPENSES NETTED FOR 990 PURPOSES -19,552. Gaming Expenses Netted for 990 Purposes -5,492. Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD NETTED FOR 990 PURPOSES 16,800. SPECIAL EVENT EXPENSES NETTED FOR 990 PURPOSES 188,229. RENTAL EXPENSES NETTED FOR 990 PURPOSES 19,552. Gaming Expenses Netted for 990 purposes 5,492. Gala 877667 745467 132200 33017 94736 836 22598 37042 877667 745467 132200 33017 94736 836 22598 37042 188229 -56029 16800 4932 20 540 1 0.50000 16800 4932 20 540 5492 11308 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 258693 0 0 0 0 0 6338 0 10884 0 275915 0 0 0 Erin Graham Chief Operating Officer 161255 0 0 0 0 0 3820 0 6852 0 171927 0 0 0 Tim Mack V.P.- Finance and Analysis 149273 0 0 0 0 0 3743 0 10075 0 163091 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 10 35860 IMMEDIATE SALE X SUPPLIES 83 158406 COST OF DONATED PROP X AUCTION ITEMS 33 33017 COST OF DONATED PROP X Leased Vehicle 1 10000 Cost OF DONATED PROP X EQUIPMENT 4 1050 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. THIS WAS LAST DONE IN JULY 2014. 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. 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