2024-09-23T15:48:38-05:00 2023-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2023-01-01 465386229 PORTLAND CHINATOWN HISTORY FOUNDATION PORT 5032240008 PO BOX 2925 PORTLAND OR 97208 SARAH CHUNG VICE PRESIDENT/TREASURER 5032240008 2024-09-23 0 YEE LEE MCGEE P01294356 5032222515 2023 2024-08-08 14:25:15Z SARAH CHUNG PO BOX 2925 PORTLAND OR 97208 379354 0 X WWW.PORTLANDCHINATOWNMUSEUM.ORG X 2014 OR HONORING PORTLAND CHINATOWN'S PAST, CELEBRATING ITS PRESENT, AND HELPING TO CREATE ITS FUTURE. 10 10 5 100 0 0 280265 350211 7361 11401 47 329 7283 14395 294956 376336 0 0 0 0 79863 77596 34440 46725 55223 248899 308777 363202 433098 -68246 -56762 3440613 3376875 2317114 2310138 1123499 1066737 X PORTLAND CHINATOWN HISTORY FOUNDATION'S MISSION IS TO HONOR, PRESERVE, AND INTERPRET THE HISTORY AND RICH CULTURAL HERITAGE OF PORTLAND'S HISTORIC CHINATOWNS. 0 0 230829 11401 IN 2023, THE MUSEUM EXPANDED ITS PROGRAMMING AND DEEPENED ITS COMMUNITY IMPACT. WE INTRODUCED NEW LUNAR NEW YEAR EVENTS, INCLUDING DRAGON AND LION DANCE ACADEMIES, THE ANNUAL DRAGON CELEBRATION, DRAGON RESTORATION EFFORTS, AND EDUCATIONAL MATERIALS ABOUT LUNAR NEW YEAR, ENGAGING BOTH VOLUNTEERS AND VISITORS IN MEANINGFUL WAYS. OUR TWO CRITICALLY ACCLAIMED EXHIBITIONS ON BUE KEE, OUR SECOND ARTIST IN RESIDENCE, RECEIVED WIDESPREAD ATTENTION. THESE EXHIBITIONS NOT ONLY BROUGHT RECOGNITION FROM THE OREGONIAN BUT ALSO INSPIRED SEVERAL COLLECTORS TO DONATE THEIR ENTIRE BUE KEE COLLECTIONS, ESTABLISHING THE MUSEUM AS A LANDMARK REPOSITORY OF HIS WORK. CONTINUED ON SCHEDULE O.THE BUE KEE EXHIBITION WILL BE THE SUBJECT OF TWO SCHOLARS' PANELS, ONE AT OUR MUSEUM AND ANOTHER AT THE COLLEGE ART ASSOCIATION.OUR ONGOING BOOK TALKS BECAME A STAPLE OF OUR PROGRAMMING, AND WE PARTNERED WITH VARIOUS ORGANIZATIONS TO HOST A VARIETY OF EVENTS. A NOTABLE ADDITION TO OUR OFFERINGS WAS THE VETERAN'S MEMORIAL COMMUNITY TALKING GROUPS, WHICH HELPED ENVISION A FUTURE MEMORIAL BY AND FOR THE CHINESE AMERICAN COMMUNITY IN THE PACIFIC NORTHWEST.ALTHOUGH OLD TOWN CHINATOWN CONTINUES TO FACE SIGNIFICANT CHALLENGES FROM THE ADDICTION AND HOUSELESSNESS CRISIS, OUR MUSEUM EXCEEDED EXPECTATIONS BY RETURNING TO PRE-PANDEMIC VISITOR NUMBERS AND EVEN SURPASSING THEM IN CERTAIN MONTHS, THANKS TO OUR QUALITY PROGRAMMING. OUR VOLUNTEER BASE DOUBLED, AND WE SUCCESSFULLY LAUNCHED A GENERAL OPERATIONS APPEAL THAT STRENGTHENED OUR FINANCIAL POSITION.LOOKING FORWARD, WITH OUR FIVE-YEAR CALENDAR FIRMLY IN PLACE AND EXHIBITIONS PLANNED WELL IN ADVANCE, WE ARE TURNING OUR ATTENTION TO OUR CAPITAL CAMPAIGN. SECURING THE PURCHASE OF OUR BUILDING WILL ENSURE OUR LASTING LEGACY IN THE NEIGHBORHOOD, ANCHORING US AS A VITAL PART OF OLD TOWN'S CULTURAL AND HISTORICAL PRESERVATION. 230829 1 1 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 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 1 2 0 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 OR X SARAH CHUNG 5032240008 PO BOX 2925 PORTLAND OR 97208 HARRIS MATARAZZO PRESIDENT 5.00 X X 0 0 0 SARAH CHUNG VICE PRES/TREASURER 20.00 X X 0 0 0 TRACY QUAN SECRETARY 10.00 X X 0 0 0 DAVE DAHL BOARD OF DIRECTOR 2.00 X 0 0 0 NORM GHOLSTON BOARD OF DIRECTOR 5.00 X 0 0 0 KITTIE KONG BOARD OF DIRECTOR 5.00 X 0 0 0 MARCUS LEE BOARD OF DIRECTOR 2.00 X 0 0 0 REBECCA LIU BOARD OF DIRECTOR 2.00 X 0 0 0 FRANKLIN QUAN BOARD OF DIRECTOR 2.00 X 0 0 0 FRED M WONG BOARD OF DIRECTOR 3.00 X 0 0 0 ANNA TRUXES EXECUTIVE DIRECTOR 20.00 X 22750 0 0 22750 0 0 0 0 0 0 0 4841 114238 231132 350211 MUSEUM ADMISSIONS 900099 11401 11401 11401 329 329 8400 0 8400 8400 8400 7406 3018 4388 4388 OTHER REVENUE 900099 1607 1607 1607 376336 11401 0 14724 X 22750 7735 7507 7508 48709 35409 13300 6137 3451 2686 3000 3000 11393 11393 46725 46725 57815 55458 2357 258 258 19913 18606 1210 97 4326 4326 16110 16110 58036 58036 84654 84654 6355 6355 EVENT EXPENSE 13302 12360 942 REPAIR & MAINTENANCE 11503 1100 10403 OTHER EXPENSE 8776 2156 5727 893 TAXES, LICENSES, FEES 8491 100 8391 4845 94454 -89609 433098 230829 147046 55223 31781 32768 167384 147559 2500 1900 10200 8126 9204 3215362 246354 2996922 2969008 2000 1400 232500 204236 3440613 3376875 18021 17629 4930 2294163 2292509 2317114 2310138 X 1003060 993677 120439 73060 1123499 1066737 3440613 3376875 -56762 0 X 0 0 0 X 328407 185949 375432 280265 350211 1520264 328407 185949 375432 280265 350211 1520264 91330 1428934 28457 34978 25389 3794 8729 101347 3747 2100 5129 1250 1607 13833 1635444 61072 0.87370 0.83690 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 3,747. 2020 AMOUNT: $ 2,100. 2021 AMOUNT: $ 5,129. 2022 AMOUNT: $ 1,250. 2023 AMOUNT: $ 1,607. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 1426635 1426635 838376 62745 775631 950351 183609 766742 2969008 PERMANENT EXHIBITS 204236 204236 PART III, LINE 1A: THE MUSEUM DOES NOT RECOGNIZE AND CAPITALIZE ITS COLLECTION IN THE FINANCIAL STATEMENTS. PART III, LINE 4: THE MUSEUM COLLECTS OBJECTS, ART, AND DOCUMENTS WHICH FURTHER UNDERSTANDING AND AID RESEARCH INTO THE HISTORY AND CULTURE OF PORTLAND'S HISTORIC CHINATOWN AND RELATED CHINATOWNS IN OREGON AND THE NORTHWEST. WE ARE BUILDING BOTH AN EXHIBITION COLLECTION, MUCH OF WHICH IS ON DISPLAY IN THE PERMANENT EXHIBITION, AND A TEACHING COLLECTION WHICH IS DESIGNED FOR MUSEUM CLASSROOM AND EDUCATIONAL SITE VISIT USES. X X X X 1 JULIE CHAE 2901 S LEISURE WORLD BLVD UNIT 32 SILVER SPRING MD 20906 GRANT WRITING 0 0 46725 0 46725 OR SCHEDULE G, PART I, LINE 2B, COLUMN (V) GRANT WRITING AND DEVELOPMENT ADVISOR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. MEMBERS OF THE BOARD REVIEW THE FINAL COPY OF THE 990 AND SUBMIT COMMENTS IN WRITING IF THERE ARE ANY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C INCOMING BOARD MEMBERS AND EMPLOYEES ARE GIVEN A COPY OF THE POLICY AND AN OPPORTUNITY FOR FURTHER DISCUSSION AND CLARIFICATION. ITS IMPORTANCE IS STRESSED AT BOARD AND STAFF MEETINGS ON A REGULAR BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 55,458. MANAGEMENT AND GENERAL EXPENSES 2,357. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,815.