2012-10-15T18:43:50-05:00 2012-05-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY 1200 PORTLAND OR 97205 990 2011-06-01 930402877 OREGON MUSEUM OF SCIENCE AND INDUSTRY OREG 5037974000 1945 SE WATER AVENUE PORTLAND OR 972143356 NANCY STUEBER 5037974000 2012-10-09 1 WENDY CAMPOS P00448102 5032421447 2011 2016-02-24 21:20:13Z NANCY STUEBER 1945 SE WATER AVENUE PORTLAND OR 972143356 23964879 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 22 411 4485 400642 195103 7172021 8658698 10686870 12375387 717812 -29977 2518365 2026074 21095068 23030182 0 0 0 0 8831898 9828122 0 21262 904440 9156508 9719357 17988406 19568741 3106662 3461441 45356536 47809821 11395529 10478885 33961007 37330936 MUSEUM PROVIDING SCIENCE AND TECHNOLOGY LEARNING THROUGH EXHIBITS AND PROGRAMS THAT SEEK TO INSPIRE WONDER BY PROVIDING ENGAGING SCIENCE LEARNING EXPERIENCES. 0 0 12855343 9811880 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 930,681 VISITORS THIS YEAR. 3444662 2563507 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 139,562 PARTICIPANTS THIS YEAR. 643702 664615 AUXILIARY ACTIVITIES (SCIENCE STORE, EVENT SALES) 16943707 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 0 1 105 0 1 411 1 1 1 0 0 0 0 1 1 0 0 0 0 X 22 22 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 TROND INGVALDSEN 1.00 X X 0 0 0 APRIL SANDERSON 1.00 X 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 JENNIFER BRUML 1.00 X 0 0 0 KURT 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 SUSAN KEIL 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 PENNY SERRURIER 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 GRANT WORD 1.00 X 0 0 0 WALTER WEYLER 1.00 X 0 0 0 MARK COMPTON 1.00 X 0 0 0 STEVE COX 1.00 X 0 0 0 JUDY SOUTH 1.00 X 0 0 0 JOYCE LYNN GARRETT 1.00 X 0 0 0 NANCY STUEBER 40.00 X 162197 0 10087 PAUL CARLSON 40.00 X 142936 0 9378 TIM MACK 40.00 X 111510 0 8948 RAY VANDIVER 40.00 X 111510 0 5138 MARK PATEL 40.00 X 111510 0 0 NATASHA SEELEY 40.00 X 109418 0 6226 749081 0 39777 6 0 1 0 CBM SYSTEMS PO BOX 29426 PHOENIX AZ 85038 JANITORIAL SERVICES 223893 MAYFLOWER TRANSIT LLC 22262 NETWORK PL CHICAGO IL 60673 SHIPPING SERVICES 126982 OVO LLC 1001 SE WATER AVE STE 290 PORTLAND OR 97214 WEBSITE SERVICES 116160 XENIUM RESOURCES INC 7401 SW WASHO CT STE 200 TUALATIN OR 97062 HR SUPPORT SERVICES 114635 PACIFIC PATROL SERVICES PO BOX 40003 PORTLAND OR 97240 SECURITY SERVICES 102539 7 422110 1986005 6250583 1070473 8658698 ADMISSIONS 900099 5268456 5268456 EDUCATIONAL PROGRAMS 611600 2563507 2563507 MEMBERSHIPS 900099 2336295 2336295 EXHIBIT FEES 900099 2207129 2207129 12375387 14934 14934 712106 0 712106 712106 85542 626564 44911 -44911 -44911 -44911 64800 422110 115986 -51186 -51186 1777986 773800 1004186 664615 280100 59471 MISCELLANEOUS 900099 325968 325968 EXCLUSIVE SPONSORSHIP 900099 35000 35000 360968 23030182 13040002 400642 930840 329129 329129 7800563 6989262 266412 544889 64199 55193 4703 4303 1003997 863157 73548 67292 630234 541825 46168 42241 151119 104544 35891 10684 71145 71145 21262 21262 1231808 866873 297603 67332 56668 39203 13459 4006 1500937 1394317 60967 45653 112422 77774 26700 7948 1292920 1311293 -20910 2537 756888 744953 7023 4912 569725 513585 51348 4792 1753190 1730152 23038 312727 10497 302230 TAXES ON UBI 124713 124713 RENTALS 889173 883728 228 5217 MUSEUM SUPPORT SERVICES 636780 587363 149 49268 FOOD 258917 229763 7050 22104 225 225 19568741 16943707 1720594 904440 1695 3401 2906778 4144232 5884556 4716781 1336130 1169665 165118 188761 263839 814995 66176058 30178093 34036188 35997965 762232 774021 45356536 47809821 1763308 2023424 3644804 2783053 5279856 5011309 707561 661099 11395529 10478885 X 27677395 31769566 5415430 4728448 868182 832922 33961007 37330936 45356536 47809821 X 3461441 -91512 X 0 1 1 X 1 1 X 4487589 5228652 4988931 7172021 8658698 30535891 14944788 12376656 12805372 12108226 13740582 65975624 19432377 17605308 17794303 19280247 22399280 96511515 96750 2104224 111294 3787639 5849691 11949598 282919 55555 350326 35060 723860 96750 2387143 166849 4137965 5884751 12673458 83838057 708989 803875 853955 801388 641498 3809705 708989 803875 853955 801388 641498 3809705 68159 63999 73028 179325 195103 579614 696901 218332 630925 936989 390768 2873915 20906426 18691514 19352211 21197949 23626649 103774749 0.80790 0.85380 0.03670 0.04040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 19568741 19568741 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 49529 49529 250000 250000 250000 750000 1125000 543419 7290 8370 542339 542742 7092 6415 543419 541994 200 6643 6095 542742 532744 27149 17899 541994 0.87870 0.12130 1 0 11429718 11429718 39592340 19052772 20539568 7002234 6316153 686081 8151766 4809168 3342598 35997965 DUE TO OTHER FUNDS 350143 CAPITAL LEASE OBLIGATIONS 277073 ANNUITY AGREEMENT 33883 661099 23030182 19568741 3461441 -91512 -91512 3369929 26013136 -91512 2300666 2209154 23803982 -773800 -773800 23030182 22643207 2300666 773800 3074466 19568741 0 19568741 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: 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, 2012 OR 2011. 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 2008 FOR ITS FEDERAL AND STATE FILINGS. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED FOR 990 PURPOSES -773,800. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED FOR 990 PURPOSES 773,800. X X X X X X 0 COLLINS GROUP 501 EAST PINE ST SEATTLE WA 98122 CONSULTING ON VARIOUS FUNDRAISING TOPICS 0 0 21262 -21262 21262 -21262 OR CA GALA 486910 422110 64800 1992 148 4995 108851 486910 422110 64800 1992 148 4995 108851 115986 -51186 X X X X X 0 0 0 0 0 0 0 0 0 NANCY STUEBER 162197 0 0 0 0 0 4000 0 6087 0 172284 0 0 0 PAUL CARLSON 142936 0 0 0 0 0 3525 0 5853 0 152314 0 0 0 X 2 20473 IMMEDIATE SALE X 1 1050000 INDEPENDENT APPRAISAL 0 0 1 0 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -91,512.