2015-10-15T17:02:09-05:00 2015-05-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1200 PORTLAND OR 97205 990 2014-06-01 930402877 OREGON MUSEUM OF SCIENCE AND INDUSTRY OREG 5037974000 1945 SE WATER AVENUE PORTLAND OR 972143356 NANCY STUEBER PRESIDENT 5037974000 2015-10-08 1 WENDY CAMPOS P00448102 5032421447 2014 2016-02-25 16:41:14Z NANCY STUEBER 1945 SE WATER AVENUE PORTLAND OR 972143356 22839420 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. 22 22 353 4031 523200 174861 8691446 9980905 10387953 10424317 -110227 65728 1706061 2129246 20675233 22600196 0 0 0 0 9223815 9081511 147993 85483 1276339 9230230 9203987 18602038 18370981 2073195 4229215 50718634 55434005 11635931 12141857 39082703 43292148 MUSEUM PROVIDING SCIENCE AND TECHNOLOGY LEARNING THROUGH EXHIBITS AND PROGRAMS THAT SEEK TO INSPIRE WONDER BY PROVIDING ENGAGING SCIENCE LEARNING EXPERIENCES. 0 0 10263888 8115523 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 556,000 VISITORS THIS YEAR. 3251982 2308794 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. 228302 352897 AUXILIARY ACTIVITIES (SCIENCE STORE, EVENT SALES) 13744172 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 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 60 0 1 353 1 1 1 0 0 0 0 1 1 0 0 0 0 X 22 22 1 1 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, FORMER TREASURER 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 TRUSTEE, FORMER CHAIR 1.00 X X 0 0 0 PENNY SERRURIER TRUSTEE, FORMER SECRETARY 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 BLAKE HEDINGER BRUUN 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 ROB COPPEDGE TRUSTEE 1.00 X 0 0 0 KIMBERLY COOPER 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 SCOTT KIEVER TRUSTEE 1.00 X 0 0 0 CHRIS LEWIS TRUSTEE 1.00 X 0 0 0 JEANETTE MLADENOVIC 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 JENNIFER BRUML TRUSTEE 1.00 X 0 0 0 KURT BRUUN TRUSTEE 1.00 X 0 0 0 RYAN FLYNN TRUSTEE 1.00 X 0 0 0 APRIL SANDERSON TRUSTEE 1.00 X 0 0 0 ANDY TEICH TRUSTEE 1.00 X 0 0 0 CAROL VANNATTA TRUSTEE 1.00 X 0 0 0 DON VOLLUM TRUSTEE 1.00 X 0 0 0 WALTER WEYLER TRUSTEE 1.00 X 0 0 0 REGINALD HAMLETT TRUSTEE 1.00 X 0 0 0 NANCY STUEBER PRESIDENT 40.00 X 233020 0 12508 TIM MACK VP, FINANCE & ADMINISTRATION 40.00 X 140359 0 9603 ERIN GRAHAM CHIEF OPERATING OFFICER 40.00 X 120471 0 8392 MARK PATEL VP, MARKETING & RETAIL 40.00 X 126396 0 439 KEVIN KEARNS FORMER VP, EXHIBITS 40.00 X 116757 0 13416 JAMIE HURD VP, PROGRAMS 40.00 X 110081 0 8993 847084 0 53351 6 0 1 0 DANGERMOND KEANE ARCHITECTURE LLC 1921 NW KEARNEY ST PORTLAND OR 97209 ARCHITECTURAL 280471 CBM SYSTEMS LLC PO BOX 29426 PHOENIX AZ 850389426 JANITORIAL 230859 TODD CONSTRUCTION INC PO BOX 949 TUALATIN OR 97062 CONSTRUCTION 200487 ALERT SECURITY ASSET PROTECTION 11140 SW BARBUR BLVD SUITE 105 PORTLAND OR 97219 SECURITY 145997 AFFILIATED MEDIA LLC 7080 BEVELAND ST PORTLAND OR 97223 ADVERTISING 134905 8 695504 4091390 5194011 947642 9980905 ADMISSIONS 900099 4369586 4369586 MEMBERSHIPS 900099 2395160 2395160 EDUCATIONAL PROGRAMS 611600 2308794 2308794 EXHIBIT FEES 900099 1350777 1350777 10424317 66404 66404 653521 19474 634047 634047 634047 676 -676 -676 -676 126200 695504 209040 -82840 -82840 1073002 10034 1062968 352897 493200 216871 MISCELLANEOUS 900099 485071 485071 EXCLUSIVE SPONSORSHIP 900099 30000 30000 515071 22600196 10777214 523200 1318877 550124 550124 6963415 5786471 479085 697859 69337 53399 9498 6440 904865 696872 123949 84044 593770 457286 81335 55149 68027 6089 61938 65055 65055 85483 85483 553429 314845 236375 2209 218070 205504 3016 9550 1514074 662280 834183 17611 95545 32668 62276 601 1055824 1047706 4539 3579 446193 427031 6289 12873 611660 227942 373360 10358 1727664 1727664 310520 10760 299760 RENTALS 1038767 1033553 2417 2797 MUSEUM SUPPORT SERVICES 948452 858046 0 90406 FOOD 233951 196025 21074 16852 TAXES ON UBI 53542 0 53542 0 263214 31 82655 180528 18370981 13744172 3350470 1276339 3251 3051 6256592 5934254 5168388 6723630 1843354 1284954 41551 23379 303241 810548 70740833 33586961 35442767 37153872 1156569 2392498 502921 1107819 50718634 55434005 1893676 2245353 3950547 2944095 4160000 4092827 797816 1698881 1994593 11635931 12141857 X 31253438 31776607 6972647 10666496 856618 849045 39082703 43292148 50718634 55434005 4229215 -19770 0 X 0 1 X 1 1 1 X 7172021 8658698 5276192 8691446 9980905 39779262 12108226 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1038060 12452026 6127223 6324803 37153872 DUE TO OTHER FUNDS 563771 CAPITAL LEASE OBLIGATIONS 1403465 ANNUITY AGREEMENT 27357 1994593 X 23113488 -19770 294514 274744 22838744 -238548 -238548 22600196 18904043 294514 238548 533062 18370981 0 18370981 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, 2015 OR 2014. 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, AND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2011 FOR ITS FEDERAL AND STATE FILINGS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED FOR 990 PURPOSES -10,034. SPECIAL EVENT EXPENSES NETTED FOR 990 PURPOSES -209,040. RENTAL EXPENSES NETTED FOR 990 PURPOSES -19,474. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED FOR 990 PURPOSES 10,034. SPECIAL EVENT EXPENSES NETTED FOR 990 PURPOSES 209,040. RENTAL EXPENSES NETTED FOR 990 PURPOSES 19,474. X X X X X X X 1 GARY R MAFFEI 0841 SW GAINES ST 1508 PORTLAND OR 97239 CONSULTING ON VARIOUS FUNDRAISING TOPICS 0 0 67618 -67618 CAMPBELL & COMPANY ONE EAST WACKER DR STE 3350 CHICAGO IL 60601 CONSULTING ON VARIOUS FUNDRAISING TOPICS 0 0 17865 -17865 85483 -85483 OR CA GALA 821704 695504 126200 110404 3862 778 16469 77527 821704 695504 126200 110404 3862 778 16469 77527 209040 -82840 X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 NANCY STUEBER PRESIDENT 233020 0 0 0 0 0 5964 0 6544 0 245528 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 4A KEVIN KEARNS, VICE PRESIDENT OF EXHIBITS, RECEIVED A SEVERANCE PAYMENT BASED ON MONTHS OF SERVICE. 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 1 5000 DONOR VALUATION X 16 582229 IMMEDIATE SALE X 1 875 DONOR VALUATION X 1 250 DONOR VALUATION X MODULAR CLASSROOMS 1 135000 APPRAISAL X AUCTION ITEMS 58 110404 COST OF DONATED PROP X EQUIPMENT 6 80424 COST OF DONATED PROP X SUPPLIES 74 33461 COST OF DONATED PROP 0 0 1 0 PART I, COLUMN (B): PART I COLUMN B REPORTS THE NUMBER OF CONTIRUBIOTNS OF EACH TYPE OF ITEM CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 2 KURT BRUUN AND BLAKE HEDINGER BRUUN, BOTH BOARD MEMBERS, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 THE MUSEUM RETAIL STORE IS OPERATED UNDER A THIRD PARTY MANAGEMENT CONTRACT WITH EVENT NETWORK INC, WHEREBY EVENT NETWORK INC IS UNDERTAKING THE OPERATIONS OF THE MUSEUM RETAIL STORE THROUGH 2023. UNDER THE AGREEMENT, EVENT NETWORK INC MANAGES DAILY OPERATIONS OF THE STORE, INCLUDING EMPLOYEE MANAGEMENT, AND PAYS RENT EACH OPERATING PERIOD TO OMSI BASED ON THE STORE'S GROSS RECEIPTS. 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. 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 MAD AVAILABLE UPON REQUEST.