2014-08-15T09:32:10-05:00 2013-09-30 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2012-10-01 930509906 COLUMBIA RIVER MARITIME MUSEUM COLU 5033252323 1792 MARINE DRIVE ASTORIA OR 971033525 SAMUEL JOHNSON 5033252323 2014-08-11 1 ROBERT M PRILL P00236613 5032205900 2012 2015-11-30 17:44:51Z DR SAMUEL E JOHNSON 1792 MARINE DRIVE ASTORIA OR 971033525 3332049 0 X WWW.CRMM.ORG X 1964 OR OBTAIN, REFURBISH, PRESERVE AND EXHIBIT COLUMBIA RIVER MARITIME ARTIFACTS. 33 33 28 90 0 0 3094804 1417436 733229 955794 60275 131954 262451 279613 4150759 2784797 0 0 0 0 972811 1079325 0 0 159265 974175 1120420 1946986 2199745 2203773 585052 14403848 16559776 395931 1830931 14007917 14728845 TO COLLECT AND PRESERVE HISTORICAL AND CULTURAL MARITIME MATERIAL RELEVANT TO THE COLUMBIA RIVER, AND TO DISPLAY AND INTERPRET SELECTED MATERIAL FROM THE COLLECTIONS FOR THE EDUCATION AND ENJOYMENT OF THE PUBLIC. 0 0 1638465 1235407 THE MUSEUM ACQUIRES AND RESTORES COLUMBIA RIVER MARITIME ARTIFACTS AND PRESENTS THEM IN HISTORICAL DISPLAYS, ROUTINELY PUBLISHES A NEWSLETTER, AND PROVIDES EDUCATIONAL MATERIALS TO SCHOOLS. THE MUSEUM PROVIDES ACCESS TO ITS COLLECTIONS FOR HISTORICAL RESEARCH AND THE EDUCATIONAL AND CULTURAL ENHANCEMENT OF ITS MEMBERS, STUDENTS, AND THE GENERAL PUBLIC. OVER 100,000 VISITORS ATTENDED THE MUSEUM FOR THE YEAR ENDED SEPTEMBER 30, 2013. 1638465 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 40 0 1 28 1 0 0 0 0 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 OR X HEIDI ROBERTS 5033252323 1792 MARINE DRIVE ASTORIA OR 97103 H ROGER QUALMAN 1.00 X X 0 0 0 HELENA LANKTON 1.00 X X 0 0 0 BRUCE BUCKMASTER 1.00 X X 0 0 0 CAPT THRON RIGGS 1.00 X X 0 0 0 THOMAS V DULCICH 1.00 X X 0 0 0 GEORGE BEALL 1.00 X 0 0 0 WARD COOK 1.00 X 0 0 0 DON MAGNUSEN 1.00 X 0 0 0 RICK ANDERSON 1.00 X 0 0 0 DALE FARR 1.00 X 0 0 0 CHERI FOLK 1.00 X 0 0 0 JERRY GUSTAFSON 1.00 X 0 0 0 MICHAEL HAGLUND 1.00 X 0 0 0 DENNIS HALL 1.00 X 0 0 0 TED HALTON JR 1.00 X 0 0 0 DON HASKELL 1.00 X 0 0 0 DAVID HILL 1.00 X 0 0 0 SENATOR BETSY JOHNSON 1.00 X 0 0 0 DR RUSSELL KEIZER 1.00 X 0 0 0 S KENNETH KIRN 1.00 X 0 0 0 IRENE MARTIN 1.00 X 0 0 0 JAMES MCCLASKEY 1.00 X 0 0 0 DAVID MYERS 1.00 X 0 0 0 LARRY PERKINS 1.00 X 0 0 0 CAPT JIM RICHARDS 1.00 X 0 0 0 JEANYSE SNOW 1.00 X 0 0 0 MIKE SORKKI 1.00 X 0 0 0 JUNE SPENCE 1.00 X 0 0 0 GUY STEPHENSON 1.00 X 0 0 0 BILL STEVENS 1.00 X 0 0 0 AMBASSADOR CHARLES SWINDELLS 1.00 X 0 0 0 SHAWN TEEVIN 1.00 X 0 0 0 BILL WYATT 1.00 X 0 0 0 DR SAMUEL E JOHNSON 40.00 X 112649 0 12506 JIM GREY 40.00 X 50695 0 132 163344 0 12638 1 0 0 0 MB STRUCTURES LLC 1026 SE STARK STREET PORTLAND OR 97214 CONSTRUCTION 354522 MCM CONSTRUCTION INC 5621 WILLOW LANE LAKE OSWEGO OR 97035 CONSTRUCTION 228248 D&R MASONRY RESTORATION 8890 SE MCLOUGHLIN BLVD MILWAUKIE OR 97222 CONSTRUCTION 193521 BIG RIVER CONSTRUCTION 1050 OLNEY AVENUE ASTORIA OR 97103 CONSTRUCTION 136425 INLAND ELECTRIC INC 360 SE BASELINE HILLSBORO OR 97123 CONSTRUCTION 131728 5 211619 199976 1005841 1417436 ADMISSIONS 900099 955794 955794 955794 69730 69730 415964 353569 171 62395 -171 62224 62224 449085 193512 255573 255573 MISCELLANEOUS REVENUE 900099 24040 24040 24040 2784797 1235407 0 131954 178955 89856 89099 679714 583647 75519 20548 22569 19937 2356 276 124055 111739 11732 584 74032 54170 12434 7428 39019 11531 26020 1468 99008 68554 13423 17031 191598 149770 39706 2122 428777 378782 44764 5231 106007 87760 16177 2070 MUSEUM PROGRAMS 59976 59976 ADVERTISING AND PROMOTI 52251 4507 47744 TRAVEL AND TRAINING 37879 14150 10945 12784 PRINTING 31834 27820 4014 74071 66122 7325 624 2199745 1638465 402015 159265 786823 658467 24928 24933 469274 448539 4613 5315 113647 108584 34999 69076 16117284 5499112 8242304 10618172 2642259 2459491 33210 34621 2051791 2132578 14403848 16559776 395931 73538 1757393 395931 1830931 X 9027008 11140085 2366186 893874 2614723 2694886 14007917 14728845 14403848 16559776 X 585052 36124 99752 X X 0 1 X 1 0 X 420759 1713996 1061836 3094804 1417436 7708831 1033988 1072148 1163144 1182241 1404879 5856400 1454747 2786144 2224980 4277045 2822315 13565231 187606 1172550 260960 286819 227748 2135683 0 187606 1172550 260960 286819 227748 2135683 11429548 41036 21573 41524 62666 69730 236529 41036 21573 41524 62666 69730 236529 16129 32060 45177 13052 24040 130458 1511912 2839777 2311681 4352763 2916085 13932218 0.82040 0.80780 0.01700 0.01600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 2781851 146287 15000 2913138 2557747 500 223604 2781851 2652968 -95221 2557747 2222648 325000 105320 2652968 2295396 -50647 22101 2222648 0.92500 0.07500 0 1 1 1476499 1476499 10244810 3743952 6500858 786050 383646 402404 3609925 1371514 2238411 10618172 CHARITABLE REMAINDER TRUSTS 24815 INTEREST IN PERPETUAL TRUST 2107763 2132578 X PART III, LINE 1A: COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASE OR DONATION ARE NOT CAPITALIZED. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IF PURCHASED WITH UNRESTRICTED ASSETS AND AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF PURCHASED WITH DONOR RESTRICTED ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED ON THE CONSOLIDATED STATEMENT OF ACTIVITIES BASED ON THE ABSCENCE OR EXISTENCE AND NATURE OF DONOR IMPOSED RESTRICTIONS. THE MUSEUM'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFCANCE, SCIENTIFIC SPECIMENS, AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PART III, LINE 4: THE MUSEUM SPECIALIZES IN COLLECTING AND EXHIBITING OF MARITIME ARTIFACTS FROM THE COLUMBIA RIVER AND THE PACIFIC NORTHWEST. THE MUSEUM'S COLLECTION, ALL DONATIONS TO THE MUSEUM IN THE LAST 40 YEARS, HAS GROWN IN SIZE TO OVER 30,000 OBJECTS, 15,000 PHOTOGRAPHS, AND A 7,000 VOLUME RESEARCH LIBRARY. THESE COMBINED RESOURCES MAKE THE COLUMBIA RIVER MARITIME MUSEUM ONE OF THE FOREMOST REPOSITORIES OF PACIFIC NORTHWEST MARITIME ARTIFACTS IN THE COUNTRY. THE TED M. NATT LIBRARY ALLOWS RESEARCHERS BETTER USE OF ITS CONSTANTLY GROWING COLLECTION OF HISTORICAL RESOURCES PERTAINING TO MARITIME HISTORY OF THE COLUMBIA RIVER AND THE PACIFIC NORTHWEST. THE LIBRARY HAS BEEN VITAL TO THE MUSEUM'S MISSION OF EDUCATION, AND SERVES SCHOLARS FROM ALL OVER THE UNITED STATES AND ABROAD. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ALL ENDOWMENT FUNDS ARE DESIGNED TO PROVIDE LONG-TERM SUPPORT TO THE MUSEUM. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: MANAGEMENT OF COLUMBIA RIVER MARITIME MUSEUM DOES NOT BELIEVE THAT THE MUSEUM HAS ANY UNCERTAIN TAX POSITIONS. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE DIRECTOR, CONTROLLER AND CHAIRMAN OF THE BOARD OF TRUSTEES OF THE MUSEUM REVIEW THE 990 BEFORE IT IS FILED. IT IS ALSO PROVIDED ELECTRONICALLY TO ALL MEMBERS OF THE BOARD OF TRUSTEES WHO REQUEST A COPY. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, MEMBERS OF THE BOARD OF TRUSTEES RECEIVE COPIES OF THE MUSEUM'S CONFLICT OF INTEREST/ETHICS POLICY. EMPLOYEES RECEIVE A COPY OF THIS POLICY AS PART OF THE EMPLOYEE HANDBOOK, AND ARE REQUIRED TO SIGN AN ACKNOWLEDGMENT FORM THAT THEY HAVE RECEIVED AND REVIEWED THE POLICY. DISCOVERY OF ANY ACTION OR ACTIVITY THAT WOULD VIOLATE THIS POLICY IS TO BE BROUGHT TO THE EXECUTIVE DIRECTOR, WHO WILL THEN RESOLVE THE ISSUE OR BRING IT TO THE ATTENTION OF THE BOARD OF TRUSTEES FOR RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15 FOR OFFICERS OF THE MUSEUM, THE HUMAN RESOUCES COMMITTEE (A SUB-COMMITTEE OF THE BOARD OF TRUSTEES) UTILIZES COMPARABLE SALARY SURVEYS TO DEVELOP A COMPENSATION PACKAGE TO BE PRESENTED TO THE BOARD OF TRUSTEES FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERP TRUSTS 80,163. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 19,589. FORM 990, PART XI, LINE 2C THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR REGARDING THE OVERSIGHT OF THE MUSEUM'S AUDITED FINANCIAL STATEMENTS, OR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANTS' THAT AUDIT THE FINANCIAL STATEMENTS OF THE MUSEUM. FORM 990, PART VI, SECTION B, LINE 13 THE MUSEUM IS IN THE PROCESS OF DEVELOPING A WRITTEN WHISTLEBLOWER POLICY, WHICH WILL BE ADOPTED UPON APPROVAL BY THE BOARD OF TRUSTEES. ROLF AND ALICE KLEP EDUCATIONAL AND CHARITABLE TRUST 1792 MARINE DRIVE ASTORIA OR 97103 930796366 SUPPORTING ORGANIZATION OR 501(C)(3) 11-II 0 COLUMBIA RIVER MARITIME MUSEUM ENDOWMENT TRUST 1792 MARINE DRIVE ASTORIA OR 97103 208790449 SUPPORTING ORGANIZATION OR 501(C)(3) 11-II COLUMBIA RIVER MARITIME MUSEUM 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 COLUMBIA RIVER MARITIME MUSEUM ENDOWMENT TRUST C 99538 FMV ROLF AND ALICE KLEP EDUCATIONAL AND CHARITABLE TRUST C 100438 FMV