2026-08-18T10:56:41-05:00 2025-10-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2024-11-01 930333036 PORTLAND ROSE FESTIVAL FOUNDATION PORT 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 TANYA WILKINS CFAO 5032272681 2026-08-14 1 1 SANG AHN P00540880 5032270581 2024 2025-03-06 01:10:19Z MARILYN CLINT 1020 SW NAITO PARKWAY PORTLAND OR 97204 3124654 0 X WWW.ROSEFESTIVAL.ORG X 1908 OR THE PORTLAND ROSE FESTIVAL FOUNDATION IS A NON-PROFIT THAT SERVES THE COMMUNITY BY PROVIDING FAMILIES AND INDIVIDUALS WITH PROGRAMS AND EVENTS THAT PROMOTE THE ARTS, EDUCATION, AND VOLUNTEERISM. WE VALUE ENVIRONMENTAL RESPONSIBILITY, DIVERSITY, PATRIOTISM, AND OUR HISTORIC & FLORAL HERITAGE. 61 61 46 2500 92580 0 292104 380629 2608535 2178379 83912 -10678 232125 313167 3216676 2861497 53332 47892 0 0 1457715 945566 0 0 111750 2812043 2220043 4323090 3213501 -1106414 -352004 2662276 2278408 279381 247517 2382895 2030891 X THE PORTLAND ROSE FESTIVAL FOUNDATION IS A NON-PROFIT THAT SERVES THE COMMUNITY BY PROVIDING FAMILIES AND INDIVIDUALS WITH PROGRAMS AND EVENTS THAT PROMOTE THE ARTS, EDUCATION, AND VOLUNTEERISM. WE VALUE ENVIRONMENTAL RESPONSIBILITY, DIVERSITY, PATRIOTISM, AND OUR HISTORIC & FLORAL HERITAGE. 0 0 2321705 47892 2338076 FOR 119 YEARS, THE PORTLAND ROSE FESTIVAL HAS PLAYED A VITAL ROLE IN BRINGING THE CITY TOGETHER, PROVIDING A SENSE OF UNITY AND CELEBRATION IN THE FACE OF HISTORIC CHALLENGES. AS PORTLAND'S OFFICIAL FESTIVAL, IT HAS CONTINUED TO INSPIRE THE COMMUNITY WITH SIGNATURE EVENTS SUCH AS THE GRAND FLORAL PARADE, STARLIGHT PARADE, JUNIOR PARADE, QUEEN'S CORONATION, CITYFAIR, AND FLEET WEEK. THE FESTIVAL REMAINS A POWERFUL FORCE IN REVITALIZING PORTLAND, WELCOMING BOTH RESIDENTS AND VISITORS TO CELEBRATE THE CITY'S FLORAL HERITAGE AND STRONG COMMUNITY SPIRIT, WHILE REINFORCING THE BONDS THAT CONNECT US ALL. 2321705 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 46 0 46 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 X 61 61 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 OR X TANYA WILKINS 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 JEREMY EMERSON PRESIDENT 1.00 X X 0 0 0 DAYNA KIRK PRESIDENT ELECT 1.00 X X 0 0 0 CONTESA DIAZ-NICOLAIDIS PAST PRESIDENT 1.00 X X 0 0 0 AMY JOHNSON VICE PRESIDENT 1.00 X X 0 0 0 JJ SPRIET TREASURER 1.00 X X 0 0 0 JEFFREY FARNSWORTH TREASURER ELECT 1.00 X X 0 0 0 JAMAL FOX DIRECTOR AT LARGE 1.00 X 0 0 0 AMY BARSS DIRECTOR 1.00 X 0 0 0 BREANNA JACKSON DIRECTOR 1.00 X 0 0 0 BRENDA RAY SCOTT DIRECTOR 1.00 X 0 0 0 CARLA STENBERG DIRECTOR 1.00 X 0 0 0 CHELSEA DELONEY DIRECTOR 1.00 X 0 0 0 CHERYL ZANDER DIRECTOR 1.00 X 0 0 0 CHRIS PERKINS DIRECTOR 1.00 X 0 0 0 COREY HANSON DIRECTOR 1.00 X 0 0 0 DAN LENZEN DIRECTOR 1.00 X 0 0 0 DARIN CAMPBELL DIRECTOR 1.00 X 0 0 0 DAVE COHEN DIRECTOR 1.00 X 0 0 0 DAVE KECKES-CHARTREY DIRECTOR 1.00 X 0 0 0 DAVID MCCALL DIRECTOR 1.00 X 0 0 0 DAYROL GRIFFIN DIRECTOR 1.00 X 0 0 0 E'AN TODD DIRECTOR 1.00 X 0 0 0 EBONY FOREMAN DIRECTOR 1.00 X 0 0 0 ELIZABETH NYE DIRECTOR 1.00 X 0 0 0 ERICA BALDWIN JACKSON DIRECTOR 1.00 X 0 0 0 FRANCIS DOO DIRECTOR 1.00 X 0 0 0 GENEANE STAHL DIRECTOR 1.00 X 0 0 0 GORDON WALKER DIRECTOR 1.00 X 0 0 0 HEAVENLY LITTLETON DIRECTOR 1.00 X 0 0 0 JACK WEAST DIRECTOR 1.00 X 0 0 0 JEFF DEERING DIRECTOR 1.00 X 0 0 0 KARIS STOUDAMIRE-PHILLIPS DIRECTOR 1.00 X 0 0 0 KELLY HUGHES FISCHER DIRECTOR 1.00 X 0 0 0 KIRK NEWELL DIRECTOR 1.00 X 0 0 0 LAUREL MCAFEE DIRECTOR 1.00 X 0 0 0 LESLIE PFAU DIRECTOR 1.00 X 0 0 0 LINDA GUNSELMAN DIRECTOR 1.00 X 0 0 0 LINDA SHERON DIRECTOR 1.00 X 0 0 0 LINDA SPAULDING DIRECTOR 1.00 X 0 0 0 LISA DUVALL DIRECTOR 1.00 X 0 0 0 MARLO ECKERT DIRECTOR 1.00 X 0 0 0 MARY ABBOTT PORTILLO DIRECTOR 1.00 X 0 0 0 MIKE COHEN DIRECTOR 1.00 X 0 0 0 NATASHA HOLSTEIN DIRECTOR 1.00 X 0 0 0 NICOLE CRAYNE DIRECTOR 1.00 X 0 0 0 PAUL DAVIS DIRECTOR 1.00 X 0 0 0 RICHARD RANSOME DIRECTOR 1.00 X 0 0 0 RON CARR DIRECTOR 1.00 X 0 0 0 SARAH GOAD DIRECTOR 1.00 X 0 0 0 SCOTT GUPTILL DIRECTOR 1.00 X 0 0 0 SETH WICKREMARACHCHI DIRECTOR 1.00 X 0 0 0 SHAWN DECARLO DIRECTOR 1.00 X 0 0 0 STEVEN NEMER DIRECTOR 1.00 X 0 0 0 TERRI NORWOOD DIRECTOR 1.00 X 0 0 0 THOM FALLER DIRECTOR 1.00 X 0 0 0 TIM WELLS DIRECTOR 1.00 X 0 0 0 TOSHIKO SEEMAN DIRECTOR 1.00 X 0 0 0 TREVOR LAINE DIRECTOR 1.00 X 0 0 0 VALERIE NIAS DIRECTOR 1.00 X 0 0 0 VERONICA VAZQUEZ DIRECTOR 1.00 X 0 0 0 MARILYN CLINT CEO 40.00 X 187845 0 12177 TANYA WILKINS CFAO 40.00 X 109350 0 13906 297195 0 26083 2 0 1 0 PDX ROSE FABRICATION 5406 NE 12TH AVE PORTLAND OR 97211 FLOAT BUILDER 251900 TCB - MICHEAL GOFF 4909 OREGON COAST HWY SUITE 1 SOUTH BEACH OR 97366 SECURITY & ADMISSIONS 236985 EVENT SOLUTIONS 12011 NE MARX STREET PORTLAND OR 97220 PRODUCTION TEAM 134294 3 90100 47500 243029 6612 380629 FESTIVAL REVENUE 711300 973720 973720 ADMISSIONS 711300 581671 581671 CARNIVAL 711300 360376 360376 FOOD AND BEVERAGE 711300 196329 196329 ENTRY AND EXHIBIT FEES 711300 66283 66283 2178379 59419 59419 139840 209937 -70097 -70097 -70097 86087 90100 53220 32867 32867 18510 0 18510 18510 MISCELLANEOUS 900003 152413 142900 9513 ROSE GARDEN INCOME 459420 92580 92580 REIMBURSED EXPENSES 900003 16797 16797 261790 2861497 2338076 92580 50212 X 47892 47892 326477 159005 131802 35670 452697 247557 191216 13924 3522 1934 1588 79464 41473 32994 4997 83406 43530 34631 5245 9637 9637 3000 3000 446659 436989 3170 6500 149006 149006 177792 71174 96824 9794 11352 11352 24219 20285 3934 42152 6636 35516 71113 71113 FACILITIES AND RENTALS 396018 227022 168996 INFRASTRUCTURE 318760 318760 SECURITY 268044 268044 LICENSES AND PERMITS 39725 39725 262566 249309 13153 104 3213501 2321705 780046 111750 35228 12353 1222964 560677 5150 60285 191 13080 182536 146065 148720 36471 495033 1164561 1095676 30327 59968 2662276 2278408 192207 144574 70609 83988 16565 18955 279381 247517 X 1147725 851227 1235170 1179664 2382895 2030891 2662276 2278408 -352004 0 X X 0 1 X 1 0 X 743838 3477242 262979 292104 380629 5156792 109677 113232 116895 120666 124552 585022 853515 3590474 379874 412770 505181 5741814 246029 5495785 1179 1205 54194 83912 59419 199909 23910 38466 204314 66659 92580 425929 129517 363198 148477 177005 187720 1005917 7373569 11319008 0.74530 0.76030 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MERCHANDISE SALES - 2020 AMOUNT: $ 3,426. 2021 AMOUNT: $ 52,418. 2022 AMOUNT: $ 22,082. 2023 AMOUNT: $ 20,585. 2024 AMOUNT: $ 18,510. OTHER INCOME - 2020 AMOUNT: $ 126,091. 2021 AMOUNT: $ 310,780. 2022 AMOUNT: $ 126,395. 2023 AMOUNT: $ 156,420. 2024 AMOUNT: $ 169,210. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 182536 146065 36471 36471 X 4023653 1162156 1162156 2861497 0 2861497 4375657 1162156 1162156 3213501 0 3213501 PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. AUCTION 176187 90100 86087 15435 29866 7919 176187 90100 86087 15435 29866 7919 53220 32867 0 SCHOLARSHIPS AWARDED TO COLLEGE-BOUND HIGH SCHOOL STUDENTS WHO WERE ELECTED BY THEIR CLASSMATES FOR THE ROSE FESTIVAL COURT 15 47892 X 1 1 X X 0 0 0 0 0 0 0 0 0 MARILYN CLINT CEO 187845 0 0 0 0 0 7538 0 4639 0 200022 0 0 0 PART I, LINE 1A MARILYN CLINT - CONTRACT ENTITLES HER TO TRAVEL UP TO 2 COMPANIONS PER YEAR (AIRFARE ONLY). PART I, LINE 1B YES THERE IS A WRITTEN POLICY. FORM 990, PART VI, SECTION A, LINE 2 BRUCE ELLIS AND VALERIE NIAS HAVE A FAMILIAL RELATIONSHIP. EBONY FOREMAN, ERICA BALDWIN JACKSON, AND LESLIE GOODLOW HAVE A FAMILIAL RELATIONSHIP. MARK MCGIRR AND KIRK NEWELL HAVE A FAMILIAL RELATIONSHIP. STEVEN NEMBER AND RICK STEINFELD HAVE A FAMILIAL RELATIONSHIP. DAVE TODD AND E'AN TODD HAVE A FAMILIAL RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY DELEGATES THE AUTHORITY TO THE FINANCE COMMITTEE TO OVERSEE ANY AUDIT AND TAX RELATED ISSUES. THE FINANCE COMMITTEE REVIEWS AND APPROVES THE TAX RETURNS TO BE FILED BY THE ENTITY. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS SIGNED EACH TIME A NEW DIRECTOR IS APPOINTED. WHEN A POTENTIAL CONFLICT ARISES, WE HAVE THEM FILL OUT A CONFLICT OF INTEREST FORM. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S SALARY IS DECIDED BY THE OFFICER COMMITTEE. THIS IS THE LAST YEAR OF MARILYN CLINT'S 3 YEAR CONTRACT, SHE IS RETIRING. OTHER EMPLOYEES' SALARY IS DECIDED BY THE CEO & CFAO. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023, 990, AND 990-T AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE HEADQUARTER OFFICE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE HEADQUARTER OFFICE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 69,106. MANAGEMENT AND GENERAL EXPENSES 501. FUNDRAISING EXPENSES 6,500. TOTAL EXPENSES 76,107. CONSULTANT FEES: PROGRAM SERVICE EXPENSES 317,008. MANAGEMENT AND GENERAL EXPENSES 2,300. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 319,308. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 50,875. MANAGEMENT AND GENERAL EXPENSES 369. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,244. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.