2016-10-05T16:05:35-05:00 2016-05-31 910189318 Moss Adams LLP 805 SW Broadway Ste 1200 Portland OR 97205 990 2015-06-01 930402877 Oregon Museum of Science and Industry OREG 5037974000 1945 SE Water Avenue Portland OR 972143356 NANCY STUEBER PRESIDENT 5037974000 2016-10-03 1 WENDY CAMPOS P00448102 5032421447 2016-09-30 2015 2017-02-10 21:41:12Z NANCY STUEBER 1945 SE Water Avenue Portland OR 972143356 19765694 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 23 360 4000 561393 112858 9980905 6345673 10424317 11174962 65728 84978 2129246 1903800 22600196 19509413 0 0 0 0 9081511 9905601 85483 75350 1069030 9203987 9178508 18370981 19159459 4229215 349954 55434005 54328709 12141857 10873339 43292148 43455370 Inspire curiosity through engaging science learning experiences, foster experimentation and the exchange of ideas, and stimulate informed action. 0 0 10960493 8810857 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 575,629 VISITORS THIS YEAR. 3643273 2364105 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. 291517 399743 AUXILIARY ACTIVITIES (SCIENCE STORE, EVENT SALES) 14895283 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 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 57 0 1 360 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 SU MIDGHALL SECRETARY 1.00 X X 0 0 0 TROND INGVALDSEN IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 JOE BARRA TRUSTEE 1.00 X 0 0 0 ERIC BLACKBURN TRUSTEE 1.00 X 0 0 0 JEREMY BROWN 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 JILL EILAND 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 BLAKE HEDINGER BRUUN TRUSTEE 1.00 X 0 0 0 Ken Hick TRUSTEE 1.00 X 0 0 0 PENNY SERRURIER TRUSTEE 1.00 X 0 0 0 SCOTT KIEVER 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 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 JOHN WHEELER TRUSTEE 1.00 X 0 0 0 NANCY STUEBER PRESIDENT 40.00 X 249322 0 15761 eRIN gRAHAM CHIEF OPERATING OFFICER 40.00 X 151796 0 9622 TIM MACK VP, FINANCE & Analysis 40.00 X 145265 0 12996 MARK PATEL VP, Brand Strategy 40.00 X 130287 0 4074 JAMIE HURD Strategic Projects Lead 40.00 X 111426 0 10009 788096 0 52462 5 0 1 0 Walsh Construction 2905 SW First Ave Portland OR 97201 CONSTRUCTION 4336432 Convergence Networks 4252 SE International Way A Milwaukie OR 97222 IT Network Services 255330 Alert SecuritY ASSET PROTECTION 3691 NW John Olsen Place Hillsboro OR 97124 SeCURITY 199584 Bon Appetit PO Box 417632 Boston MA 02241 Food Service 148757 Dangermond Keane Architecture 1921 NW Kearney Portland OR 97209 Architectural Services 140558 8 794565 1372088 4179020 484660 6345673 ADMISSIONS 900099 5129524 5129524 MEMBERSHIPS 900099 2393238 2393238 EDUCATIONAL PROGRAMS 611600 2364105 2364105 EXHIBIT FEES 900099 1288095 1288095 11174962 69921 69921 174160 34720 139440 139440 139440 15057 0 15057 15057 15057 111250 794565 202212 -90962 -90962 18600 5382 13218 13218 1138206 13967 1124239 399743 527393 197103 MISCELLANEOUS 900099 683865 683865 EXCLUSIVE SPONSORSHIP 900099 34000 34000 717865 19509413 11574705 561393 1027642 600991 600991 7652417 6137717 810571 704129 68211 50726 11666 5819 963684 716652 164817 82215 620298 461290 106088 52920 45991 4075 41916 72150 72150 75350 75350 999828 436988 385907 176933 209287 196523 1548 11216 864338 775326 67227 21785 142210 107892 32869 1449 1392551 1360207 26913 5431 528875 501222 12099 15554 584614 215349 357337 11928 1951626 1866237 82629 2760 327175 9715 317460 RENTALS 1172842 1167862 2022 2958 MUSEUM SUPPORT SERVICES 682052 670568 168 11316 FOOD 282966 216115 26465 40386 TAXES ON UBI 92206 0 92206 0 -170203 819 -17903 -153119 19159459 14895283 3195146 1069030 3051 2550 5934254 2476123 6723630 5413741 1284954 1028759 23379 23085 810548 315040 77145160 35387327 37153872 41757833 2392498 2245489 1107819 1066089 55434005 54328709 2245353 1668997 2944095 2873632 4160000 4160000 797816 536709 1994593 1634001 12141857 10873339 X 31776607 37046782 10666496 5592135 849045 816453 43292148 43455370 55434005 54328709 349954 -186732 0 X 0 1 X 1 1 1 X 8658698 5276192 8691446 9980905 6345673 38952914 13740582 11668970 11012318 11004119 11785775 59211764 22399280 16945162 19703764 20985024 18131448 98164678 5849691 227696 572739 125190 152825 6928141 35060 2274038 2309098 5884751 2501734 572739 125190 152825 9237239 88927439 641498 414645 458469 719925 244081 2478618 641498 414645 458469 719925 244081 2478618 259903 215400 244773 301061 126076 1147213 325968 331931 524957 485071 683865 2351792 23626649 17907138 20931963 22491081 19185470 104142301 0.85390 0.81100 0.02380 0.02860 X Schedule A, Part III, Line 12, Explanation of Other Income: Other Income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 19159459 19159459 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 548058 2000 13746 20057 543747 560073 15515 27530 548058 542031 20816 2774 560073 542339 7182 7490 542031 543419 7290 8370 542339 0.00000 0.88010 0.11990 1 0 9683547 9683547 48459041 22633336 25825705 7523409 6096357 1427052 11479163 6657634 4821529 41757833 DUE TO OTHER FUNDS 568265 CAPITAL LEASE OBLIGATIONS 1040100 ANNUITY AGREEMENT 25636 1634001 X 20016907 -186732 437945 251213 19765694 -256281 -256281 19509413 19853685 437945 256281 694226 19159459 0 19159459 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, 2016 or 2015. 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 -13,967. SPECIAL EVENT EXPENSES NETTED FOR 990 PURPOSES -202,212. RENTAL EXPENSES NETTED FOR 990 PURPOSES -34,720. Gaming Expenses Netted for 990 Purposes -5,382. Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD NETTED FOR 990 PURPOSES 13,967. SPECIAL EVENT EXPENSES NETTED FOR 990 PURPOSES 202,212. RENTAL EXPENSES NETTED FOR 990 PURPOSES 34,720. Gaming Expenses Netted for 990 purposes 5,382. X X X X X X X 1 Donald A Campbell & Co One EAST WACKER DR SUITE 2100 CHICAGO IL 60601 CONSULTING ON VARIOUS FUNDRAISING TOPICS 0 0 68850 -68850 Fundraising Nerd 4111 SE 25th Ave Portland OR 97202 CONSULTING ON VARIOUS FUNDRAISING TOPICS 0 0 6500 -6500 75350 -75350 OR CA Gala 905815 794565 111250 49704 94171 1051 20347 36939 905815 794565 111250 49704 94171 1051 20347 36939 202212 -90962 18600 4940 20 422 1 0.50000 18600 4940 20 422 5382 13218 OR 1 0 1 0 1.00000 0.00000 Adam Patterson 1945 SE Water Avenue Portland OR 972143356 0 Adam Patterson 4616 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 249322 0 0 0 0 0 5964 0 9797 0 265083 0 0 0 eRIN gRAHAM CHIEF OPERATING OFFICER 151796 0 0 0 0 0 3033 0 6589 0 161418 0 0 0 TIM MACK VP, FINANCE & Analysis 145265 0 0 0 0 0 3627 0 9369 0 158261 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 14 310072 IMMEDIATE SALE X 2 1725 Donor Valuation X SUPPLIES 84 55386 COST OF DONATED PROP X AUCTION ITEMS 51 49704 COST OF DONATED PROP X EQUIPMENT 13 38326 COST OF DONATED PROP X Leased Vehicle 3 29447 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 11 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