2012-03-09T18:18:28-06:00 2011-05-31 MOSS ADAMS LLP 805 SW BROADWAY 1200 PORTLAND OR 97205 990 2010-06-01 930402877 OREGON MUSEUM OF SCIENCE AND INDUSTRY OREG 5037974000 1945 SE WATER AVENUE PORTLAND OR 972143356 NANCY STUEBER 5037974000 2012-03-06 1 WENDY CAMPOS 5032421447 2010 2016-02-24 21:20:13Z NANCY STUEBER 1945 SE WATER AVENUE PORTLAND OR 972143356 22328128 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 18 390 3208 360625 179325 4988931 7172021 11504907 10686870 129725 717812 1980914 2518365 18604477 21095068 0 0 0 0 7711707 8831898 0 0 708724 8419337 9156508 16131044 17988406 2473433 3106662 43402441 45356536 12577588 11395529 30824853 33961007 MUSEUM PROVIDING SCIENCE AND TECHNOLOGY LEARNING THROUGH EXHIBITS AND PROGRAMS THAT SEEK TO INSPIRE WONDER BY PROVIDING ENGAGING SCIENCE LEARNING EXPERIENCES. 0 0 10666052 8065306 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 864,295 VISITORS THIS YEAR. 3263807 2621564 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 213,479 PARTICIPANTS THIS YEAR. 427032 642790 AUXILIARY ACTIVITIES (SCIENCE STORE, EVENT SALES) 14356891 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 84 0 1 390 1 1 1 0 0 0 0 1 1 0 0 0 0 X 18 18 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 DON VOLLUM 1.00 X X 0 0 0 STEVE COX 1.00 X X 0 0 0 JUDY SOUTH 1.00 X X 0 0 0 TROND INGVALDSEN 1.00 X X 0 0 0 JENNIFER BRUML 1.00 X 0 0 0 TONY BACOS 1.00 X 0 0 0 JOE BARRA 1.00 X 0 0 0 ROBERT BEAL 1.00 X 0 0 0 KURT BRUUN 1.00 X 0 0 0 MARC COMPTON 1.00 X 0 0 0 CLIVE COOK 1.00 X 0 0 0 KIMBERLY COOPER 1.00 X 0 0 0 BRENT GALE 1.00 X 0 0 0 JOYCE LYNN GARRETT 1.00 X 0 0 0 BLAKE HEDINGER 1.00 X 0 0 0 THOMAS HUTCHINSON 1.00 X 0 0 0 FRITZ LAKE 1.00 X 0 0 0 DILIP RATNAM 1.00 X 0 0 0 DON REMLINGER 1.00 X 0 0 0 APRIL SANDERSON 1.00 X 0 0 0 ANDY TEICH 1.00 X 0 0 0 TOM TURNBULL 1.00 X 0 0 0 NANCY STUEBER 40.00 X 161076 0 7107 PAUL CARLSON 40.00 X 129488 0 6899 290564 0 14006 2 0 1 0 CBM SYSTEMS PO BOX 99692 LAKEWOOD WA 98499 JANITORIAL 188514 1 310393 3378288 3483340 15570 7172021 ADMISSIONS 900099 4238972 4238972 EDUCATIONAL PROGRAMS 611600 2621564 2621564 MEMBERSHIPS 900099 2193432 2193432 EXHIBIT FEES 900099 1632902 1632902 10686870 184493 184493 733763 733763 733763 116868 616895 918879 385560 533319 533319 533319 303650 310393 149201 154449 154449 1640113 698299 941814 642790 218757 80267 MISCELLANEOUS 900099 663339 663339 EXCLUSIVE SPONSORSHIP 900099 25000 25000 688339 21095068 11329660 360625 2232762 334365 253233 62687 18445 6977176 5284181 1308092 384903 49435 37440 9268 2727 888338 672785 166547 49006 582584 441221 109224 32139 38418 16443 18172 3803 97495 97495 1201789 514366 568446 118977 33862 14493 16017 3352 1310416 1201353 64837 44226 90798 38862 42947 8989 1178755 1244134 -70494 5115 614131 582069 25025 7037 627619 534479 87113 6027 2046536 1975246 71290 311990 9697 302293 RENTALS 846379 844188 75 2116 MUSEUM SUPPORT SERVICES 489732 481083 8649 FOOD 237025 209134 14880 13011 TAXES ON UBI 28728 28728 MISCELLANEOUS 2835 2484 149 202 17988406 14356891 2922791 708724 5100 1695 1867065 2906778 3741590 5884556 1378630 1336130 171724 165118 144615 263839 65065153 31028965 35240924 34036188 852793 762232 43402441 45356536 1937483 1763308 3768200 3644804 5956749 5279856 915156 707561 12577588 11395529 X 25732188 27677395 4267612 5415430 825053 868182 30824853 33961007 43402441 45356536 X 3106662 29492 X 0 1 1 X 1 1 X 3300985 4487589 5228652 4988931 7172021 25178178 13021215 14944788 12376656 12805372 12108226 65256257 16322200 19432377 17605308 17794303 19280247 90434435 107500 96750 2104224 111294 3787639 6207407 282919 55555 350326 688800 107500 96750 2387143 166849 4137965 6896207 83538228 784946 708989 803875 853955 801388 3953153 784946 708989 803875 853955 801388 3953153 60908 68159 63999 73028 179325 445419 525541 696901 218332 630925 936989 3008688 17693595 20906426 18691514 19352211 21197949 97841695 0.85380 0.90880 0.04040 0.03690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 17988406 17988406 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 95688 49529 145217 250000 250000 250000 750000 1125000 542742 7092 6415 543419 541994 200 6643 6095 542742 532744 27149 17899 541994 0.87700 0.12300 1 0 8743278 8743278 39434416 18310190 21124226 7126515 6203175 923340 9760944 6515600 3245344 34036188 DUE TO OTHER FUNDS 296560 CAPITAL LEASE OBLIGATIONS 369443 ANNUITY AGREEMENT 41558 707561 21095068 17988406 3106662 29492 29492 3136154 23410577 29492 1587718 1617210 21793367 -698299 -698299 21095068 20274423 1587718 698299 2286017 17988406 0 17988406 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: 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, 2011 OR 2010. 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. THE MUSEUM IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2007 FOR ITS FEDERAL AND STATE FILINGS. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED FOR 990 PURPOSES -698,299. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED FOR 990 PURPOSES 698,299. GALA 614043 310393 303650 149201 614043 310393 303650 149201 149201 154449 X X X X X 0 0 0 0 0 0 0 0 0 NANCY STUEBER 161076 0 0 0 0 0 1846 0 5261 0 168183 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED IN DETAIL AT THE FINANCE AND AUDIT COMMITTEE MEETING BEFORE FILING, AS WELL AS IN SUMMARY AT A GENERAL BOARD MEETING. 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. FORM 990, PART VI, SECTION B, LINE 15 OMSI'S EXECUTIVE COMMITTEE REVIEWS AND APPROVES OFFICER COMPENSATION PACKAGES AND USES MARKET DATA 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 29,492.