2013-10-14T13:51:48-05:00 2013-05-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY 1200 PORTLAND OR 97205 990 2012-06-01 930402877 OREGON MUSEUM OF SCIENCE AND INDUSTRY OREG 5037974000 1945 SE WATER AVENUE PORTLAND OR 972143356 NANCY STUEBER 5037974000 2013-10-09 1 WENDY CAMPOS P00448102 5032421447 2012 2015-11-30 17:44:51Z NANCY STUEBER 1945 SE WATER AVENUE PORTLAND OR 972143356 20376753 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. 18 18 403 4253 315773 126825 8658698 5276192 12375387 10379184 -29977 658664 2026074 1666683 23030182 17980723 0 0 0 0 9828122 9825033 21262 24750 898531 9719357 8784361 19568741 18634144 3461441 -653421 47809821 47212099 10478885 10316406 37330936 36895693 MUSEUM PROVIDING SCIENCE AND TECHNOLOGY LEARNING THROUGH EXHIBITS AND PROGRAMS THAT SEEK TO INSPIRE WONDER BY PROVIDING ENGAGING SCIENCE LEARNING EXPERIENCES. 0 0 11444078 7839143 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 669,000 VISITORS THIS YEAR. 3364362 2540041 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. OMSI HAD 140,686 PARTICIPANTS THIS YEAR. 1078797 625887 AUXILIARY ACTIVITIES (SCIENCE STORE, EVENT SALES) 15887237 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 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 79 0 1 403 1 1 1 0 0 0 0 1 1 0 0 0 0 X 18 18 1 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 TROND INGVALDSEN 1.00 X X 0 0 0 SUSAN KEIL 1.00 X X 0 0 0 PENNY SERRURIER 1.00 X X 0 0 0 DON VOLLUM 1.00 X X 0 0 0 APRIL SANDERSON 1.00 X X 0 0 0 ROBERT BEAL 1.00 X 0 0 0 JENNIFER BRUML 1.00 X 0 0 0 KURT BRUUN 1.00 X 0 0 0 BLAKE HEDINGER BRUUN 1.00 X 0 0 0 KIMBERLY COOPER 1.00 X 0 0 0 CONSUELO CURTIS 1.00 X 0 0 0 BRENT GALE 1.00 X 0 0 0 THOMAS HUTCHINSON 1.00 X 0 0 0 TONY BACOS 1.00 X 0 0 0 SCOTT KIEVER 1.00 X 0 0 0 FRITZ LAKE 1.00 X 0 0 0 JEANETTE MLADENOVIC 1.00 X 0 0 0 JOE BARRA 1.00 X 0 0 0 TOM SPERRY 1.00 X 0 0 0 ANDY TEICH 1.00 X 0 0 0 CAROL VAN NATTA 1.00 X 0 0 0 WALTER WEYLER 1.00 X 0 0 0 GRANT WORD 1.00 X 0 0 0 NANCY STUEBER 40.00 X 175967 0 10225 PAUL CARLSON 40.00 X 141031 0 10289 TIM MACK 40.00 X 123753 0 9561 MARK PATEL 40.00 X 117161 0 648 ERIN GRAHAM 40.00 X 101601 0 6687 659513 0 37410 5 0 1 0 CBM SYSTEMS PO BOX 29426 PHOENIX AZ 85038 JANITORIAL SERVICES 210520 ALERT SECURITY ASSET PROTECTION 11140 SW BARBUR BLVD STE 105 PORTLAND OR 97219 SECURITY SERVICES 117315 XENIUM RESOURCES INC 7401 SW WASHO CT STE 200 TUALATIN OR 97062 HR SUPPORT SERVICES 116150 MAYFLOWER TRANSIT LLC 22262 NETWORK PL CHICAGO IL 60673 SHIPPING SERVICES 115855 OVO LLC 1001 SE WATER AVE STE 290 PORTLAND OR 97214 WEBSITE SERVICES 114625 7 560384 2714954 2000854 388893 5276192 ADMISSIONS 900099 4204482 4204482 EDUCATIONAL PROGRAMS 611600 2540041 2540041 MEMBERSHIPS 900099 2251721 2251721 EXHIBIT FEES 900099 1382940 1382940 10379184 14473 14473 518787 0 518787 518787 118615 400172 2230228 1586037 644191 644191 644191 88575 560384 150243 -61668 -61668 1505383 659750 845633 625887 167158 52588 MISCELLANEOUS 900099 333931 333931 EXCLUSIVE SPONSORSHIP 900099 30000 30000 363931 17980723 11005071 315773 1383687 368921 368921 7850705 6951972 328660 570073 960387 812273 81506 66608 645020 545544 54741 44735 98927 46426 34051 18450 64030 64030 24750 24750 772784 407863 299140 65781 49755 23350 17126 9279 1164501 1037700 89960 36841 111860 52496 38502 20862 1133396 1104801 24990 3605 577839 554607 15096 8136 504070 457932 38829 7309 1657541 1647325 10216 308828 9486 299342 TAXES ON UBI 74683 74683 RENTALS 1200041 1199085 808 148 MUSEUM SUPPORT SERVICES 837321 834296 3025 FOOD 223443 197004 7510 18929 5342 5077 265 18634144 15887237 1848376 898531 3401 3292 4144232 6712411 4716781 3692785 1169665 1401417 188761 143409 814995 454970 66017806 31772364 35997965 34245442 774021 558373 47809821 47212099 2023424 1412097 2783053 4066864 5011309 4209444 661099 628001 10478885 10316406 X 31769566 31586373 4728448 4451677 832922 857643 37330936 36895693 47809821 47212099 -653421 218178 0 X 0 1 X 1 1 1 X 5228652 4988931 7172021 8658698 5276192 31324494 12376656 12805372 12108226 13740582 11668970 62699806 17605308 17794303 19280247 22399280 16945162 94024300 2104224 111294 3787639 5849691 227696 12080544 282919 55555 350326 35060 2274038 2997898 2387143 166849 4137965 5884751 2501734 15078442 78945858 803875 853955 801388 641498 414645 3515361 803875 853955 801388 641498 414645 3515361 63999 73028 179325 195103 126825 638280 218332 630925 936989 390768 420506 2597520 18691514 19352211 21197949 23626649 17907138 100775461 0.78340 0.80790 0.03490 0.03670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 18634144 18634144 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 250000 250000 250000 750000 1125000 542339 7182 7490 542031 543419 7290 8370 542339 542742 7092 6415 543419 541994 200 6643 6095 542742 532744 27149 17899 541994 0.87920 0.12080 1 0 9683547 9683547 39661784 19803465 19858319 7160978 6454127 706851 9511497 5514772 3996725 34245442 DUE TO OTHER FUNDS 116311 CAPITAL LEASE OBLIGATIONS 479916 ANNUITY AGREEMENT 31774 628001 X 19602080 218178 593186 811364 18790716 -809993 -809993 17980723 20037323 593186 809993 1403179 18634144 0 18634144 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT EARNINGS ARE USED AS SUBSIDIES FOR EDUCATIONAL PROGRAMS, INCLUDING CAMPS, CLASSES, CAMP-INS AND SUB-INS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 IN OPERATING EXPENSES. THE MUSEUM HAD NO UNRECOGNIZED TAX BENEFITS AT MAY 31, 2013 OR 2012. THE MUSEUM FILES AN EXEMPT ORGANIZATION RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND OREGON DEPARTMENT OF REVENUE, AND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2009 FOR ITS FEDERAL AND STATE FILINGS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED FOR 990 PURPOSES -659,750. SPECIAL EVENT EXPENSES NETTED FOR 990 PURPOSES -150,243. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED FOR 990 PURPOSES 659,750. SPECIAL EVENT EXPENSES NETTED FOR 990 PURPOSES 150,243. X X X X X X 0 COLLINS GROUP 501 EAST PINE ST SEATTLE WA 98122 CONSULTING ON VARIOUS FUNDRAISING TOPICS 0 0 24750 -24750 24750 -24750 OR CA GALA 648959 560384 88575 49984 37455 264 1050 61490 648959 560384 88575 49984 37455 264 1050 61490 150243 -61668 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 NANCY STUEBER 175277 0 0 0 690 0 4055 0 6170 0 186192 0 0 0 PAUL CARLSON 139422 0 0 0 1609 0 3573 0 6716 0 151320 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. X 6 235932 IMMEDIATE SALE X EQUIPMENT 1 7975 COST OF DONATED PROPERTY X SUPPLIES 6 99986 COST OF DONATED PROPERTY X AUCTION ITEMS 4 45000 IMMEDIATE SALE 0 0 1 0 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 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, 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 AND USES MARKET DATA AND EXTERNAL ADVISERS TO DETERMINE A SALARY RANGE. OMSI'S PRESIDENT REVIEWS AND APPROVES THE OTHER OFFICERS' COMPENSATION PACKAGES 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.