2023-10-11T15:10:55-05:00 2023-05-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2022-06-01 930402877 OREGON MUSEUM OF SCIENCE AND INDUSTRY OREG 5037974000 1945 SE WATER AVENUE PORTLAND OR 972143356 ERIN GRAHAM PRESIDENT AND CEO 5037974000 2023-10-06 1 ERIN GRAHAM XXX-XX-XXXX 1 WENDY CAMPOS P00448102 5032421447 2023-10-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ERIN GRAHAM 1945 SE WATER AVENUE PORTLAND OR 972143356 29908964 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. 24 24 341 496 488082 162543 12990414 6210603 8314359 12591468 -489824 224292 1790449 2786373 22605398 21812736 0 0 0 0 9092772 11054203 0 0 1034476 10859116 13004192 19951888 24058395 2653510 -2245659 61863442 61475492 13167007 14554624 48696435 46920868 INSPIRE CURIOSITY THROUGH ENGAGING SCIENCE LEARNING EXPERIENCES, FOSTER EXPERIMENTATION AND THE EXCHANGE OF IDEAS, AND STIMULATE INFORMED ACTION. 0 0 13739492 9375639 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. 4541580 3215829 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. 553052 73088 AUXILIARY ACTIVITIES (SCIENCE STORE, EVENT SALES) 18834124 1 1 0 1 0 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 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 111 0 1 341 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X DAMIEN FRANCAVIGLIA 5037974520 1945 SE WATER AVENUE PORTLAND OR 972143356 ERIN GRAHAM PRESIDENT AND CEO 40.00 X 234910 0 14302 RUSS REPP VP OR MARKETING AND RETAIL 40.00 X 149882 0 9205 DAMIEN FRANCAVIGLIA VP OF FINANCE AND TECHNOLOGY 40.00 X 150976 0 4014 LOVE CENTERWALL VP OF DEVELOPMENT 40.00 X 138445 0 11750 ERIC BUENROSTRO AZUA VP OF PEOPLE AND CULTURE 40.00 X 120342 0 30722 PRESTON GREENE VP OF REAL ESTATE 40.00 X 140754 0 10960 CLAUDIA VALDERRAMA CHAIR 1.00 X X 0 0 0 JOE BINGOLD CHAIR-ELECT 1.00 X X 0 0 0 ROY HAGGERTY TREASURER 1.00 X X 0 0 0 CARRIE SPURLOCK SECRETARY 1.00 X X 0 0 0 ARYA BEHBEHANI TRUSTEE 1.00 X 0 0 0 ERIK BROOKHOUSE TRUSTEE 1.00 X 0 0 0 CHRISTOPHER CARPENTER TRUSTEE 1.00 X 0 0 0 SCOTT CLARK TRUSTEE 1.00 X 0 0 0 TONY DAL PONTE TRUSTEE 1.00 X 0 0 0 MEGHANN DRYER TRUSTEE 1.00 X 0 0 0 ABED FARHAN TRUSTEE 1.00 X 0 0 0 YONETTE FINE TRUSTEE 1.00 X 0 0 0 LAKECIA GUNTER TRUSTEE 1.00 X 0 0 0 SONAL HALADAY TRUSTEE 1.00 X 0 0 0 JONATHAN JOHNSONGRIFFIN TRUSTEE 1.00 X 0 0 0 ALISA JOHNSTON TRUSTEE 1.00 X 0 0 0 ERIC C MESLOW TRUSTEE 1.00 X 0 0 0 DAVID MOLINA TRUSTEE UNTIL DEC 2022 1.00 X 0 0 0 IAN PENDLEBURY TRUSTEE 1.00 X 0 0 0 REEGAN RAE TRUSTEE 1.00 X 0 0 0 JACKIE SETO TRUSTEE 1.00 X 0 0 0 KRISTEN SHEERAN TRUSTEE 1.00 X 0 0 0 RUSSELL SNEDDON TRUSTEE 1.00 X 0 0 0 ABBY TIBBS TRUSTEE 1.00 X 0 0 0 JUSTIN YUEN TRUSTEE 1.00 X 0 0 0 935309 0 80953 6 0 1 0 TSX OPERATING COMPANY LLC 70 W 40TH ST FLOOR 9 NEW YORK NY 10018 MUSEUM OPERATIONS 379395 ELEPHANTS DELICATESSEN WHOLESALE 700 SE CLAY ST PORTLAND OR 97214 CATERING 298487 ZGF ARCHITECTS LLP 1223 SW WASHINGTON ST 200 PORTLAND OR 97205 ARCHITECTURAL 286992 THINKSHOUT INC 321 NW GLISAN ST UNIT 700 PORTLAND OR 97209 WEBSITE DEVELOPMENT 281242 TURNER CONSTRUCTION CO 1155 SW MORRISON ST 600 PORTLAND OR 97205 CONSTRUCTION 262028 15 408912 15000 5786691 171505 6210603 ADMISSIONS 900099 6736173 6736173 EDUCATIONAL PROGRAMS 611600 3215829 3215829 MEMBERSHIPS 900099 1959048 1959048 EXHIBIT FEES 900099 680418 680418 12591468 157357 157357 159296 628 158668 158668 158668 7293923 73597 7150566 150019 143357 -76422 66935 66935 660256 408912 217592 442664 442664 2059255 577423 1481832 73088 488082 920662 PARKING/GUEST SERVICES 900099 703209 703209 703209 21812736 12664556 488082 2449495 X 403717 403717 8128874 6480777 951643 696454 1764810 1339974 280836 144000 756802 574816 120214 61772 44260 34195 10065 95248 95248 60000 60000 13900 13900 3150970 2682599 468371 426476 409586 7569 9321 1049861 606207 434703 8951 206743 108099 95479 3165 1298130 1257348 40782 264700 242614 13981 8105 570784 1077 569553 154 3700141 3666592 33549 437769 3477 434292 RENTALS 1218857 1114777 103615 465 FOOD 350288 209689 39236 101363 TAXES AND LICENSES 95947 92867 2354 726 BAD DEBT 120 120 19998 9430 10568 24058395 18834124 4189795 1034476 1890 1821 12520632 11816645 1222117 1530369 561281 711350 655387 1302911 88252088 47899788 41707512 40352300 4209840 4866756 984783 893340 61863442 61475492 2019817 2816196 3356948 4660816 7195567 6896918 594675 180694 13167007 14554624 X 43896838 41475064 4799597 5445804 48696435 46920868 61863442 61475492 X -2245659 -301711 771803 X 0 1 X 1 1 1 X 14200067 4255406 10300380 12990914 6210603 47957370 13368051 11250931 5349915 9384738 14162641 53516276 27568118 15506337 15650295 22375652 20373244 101473646 126516 97328 58750 196882 168100 647576 0 126516 97328 58750 196882 168100 647576 100826070 286701 362187 191241 199866 316653 1356648 286701 362187 191241 199866 316653 1356648 216530 161428 375726 605207 1358891 814323 604197 268635 406004 703208 2796367 28885672 16634149 16110171 23357248 21998312 106985552 0.94240 0.94480 0.01270 0.01170 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 60000 60000 23998395 24058395 1000000 250000 0 0 1000000 926251 1000000 1000000 3926251 5889377 20000 60000 60000 60000 200000 250000 231563 250000 250000 981563 1472345 572005 20000 28347 25508 574845 568416 39167 35578 572005 546611 38382 16577 568416 531382 16578 1349 546611 529434 20258 18310 531382 0.00000 0.98320 0.01680 1 0 9683547 9683547 56896789 32418025 24478764 6781192 5910190 871002 14890560 9571573 5318987 40352300 DUE TO OTHER FUNDS 180694 180694 X 23269523 -301711 188602 774253 661144 22608379 -795643 -795643 21812736 25045090 188602 798093 986695 24058395 0 24058395 PART V, LINE 4: ENDOWMENT EARNINGS ARE USED AS SUBSIDIES FOR EDUCATIONAL PROGRAMS, INCLUDING CAMPS, CLASSES, CAMP-INS AND SUB-INS. 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, IF ANY, IN MANAGEMENT AND GENERAL EXPENSES. THE MUSEUM HAD NO UNRECOGNIZED TAX BENEFITS AT MAY 31, 2023 OR 2022. THE MUSEUM FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURNS FOR U.S. FEDERAL AND OREGON PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: EMPLOYEE RETENTION TAX CREDIT 774,253. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED FOR 990 PURPOSES -577,423. SPECIAL EVENT EXPENSES NETTED FOR 990 PURPOSES -217,592. RENTAL EXPENSES NETTED FOR 990 PURPOSES -628. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED FOR 990 PURPOSES 577,423. SPECIAL EVENT EXPENSES NETTED FOR 990 PURPOSES 217,592. RENTAL EXPENSES NETTED FOR 990 PURPOSES 628. PLEDGE WRITE OFFS NETTED FOR 990 PURPOSES 2,450. GALA 1069168 408912 660256 32512 9301 51729 8050 116000 1069168 408912 660256 32512 9301 51729 8050 116000 217592 442664 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 ERIN GRAHAM PRESIDENT AND CEO 234910 0 0 0 0 0 6248 0 8054 0 249212 0 0 0 RUSS REPP VP OR MARKETING AND RETAIL 149882 0 0 0 0 0 0 0 9205 0 159087 0 0 0 DAMIEN FRANCAVIGLIA VP OF FINANCE AND TECHNOLOGY 150976 0 0 0 0 0 3975 0 39 0 154990 0 0 0 LOVE CENTERWALL VP OF DEVELOPMENT 138445 0 0 0 0 0 3696 0 8054 0 150195 0 0 0 ERIC BUENROSTRO AZUA VP OF PEOPLE AND CULTURE 120342 0 0 0 0 0 3388 0 27334 0 151064 0 0 0 PRESTON GREENE VP OF REAL ESTATE 140754 0 0 0 0 0 0 0 10960 0 151714 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. A STATE OF OREGON OREGON FACILITIES AUTHORITY 936001787 2020-04-30 7479255 REVENUE BONDS (OMSI PROJECT), 2020 SERIES A AND 2020 SERIES B 0 0 0 A 347787 7479255 89128 7396208 83047 1 0 1 1 A 0 1 1 1 0 0.02000 0.02000 0 0 0 A 0 0 1 0 0 0 0 0 1 A 1 X 4 110937 SELLING PRICE X SUPPLIES 12 34406 COST X AUCTION ITEMS 13 26162 COST 0 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED REPRESENTS THE NUMBER OF ACTUAL CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS RECEIVED FOR EACH CONTRIBUTION. FORM 990, PART VI, SECTION B, LINE 11B 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, THE CONFLICTED PERSON ABSTAINS FROM VOTING ON THE MATTER AND ANY DISCUSSSION IS DOCUMENTED IN THE MINUTES. 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, THE 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 EACH YEAR AND USES MARKET DATA AND EXTERNAL ADVISERS TO DETERMINE A SALARY RANGE. OMSI'S PRESIDENT REVIEWS AND APPROVES THE OTHER OFFICERS' COMPENSATION PACKAGES EACH YEAR 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. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 1,690,264. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,690,264. CONTRACTED R&M: PROGRAM SERVICE EXPENSES 167,836. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 167,836. GRANT RELATED FEES: PROGRAM SERVICE EXPENSES 352,023. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 352,023. INFORMATION TECHNOLOGY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 127,170. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 127,170. OTHER: PROGRAM SERVICE EXPENSES 472,476. MANAGEMENT AND GENERAL EXPENSES 341,201. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 813,677. FORM 990, PART XI, LINE 9: WRITEOFF OF PRIOR YEAR PLEDGES -2,450. EMPLOYEE RETENTION TAX CREDIT 774,253. CHARITABLE REMAINDER TRUST (1) CHARITABLE REMAINDER TRUST OR N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0