2022-08-23T10:53:39-05:00 2021-10-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2020-11-01 930333036 PORTLAND ROSE FESTIVAL FOUNDATION PORT 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 JEFF CURTIS CHIEF EXECUTIVE OFFICER 5032272681 2022-07-11 1 JEFF CURTIS 999009999 SANG AHN P00540880 5032270581 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JEFF CURTIS 1020 SW NAITO PARKWAY PORTLAND OR 97204 1506720 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. 58 58 16 58 23910 0 253139 743838 673452 450805 204 8 230496 298611 1157291 1493262 52500 52500 0 0 971381 676804 0 0 120114 554592 504232 1578473 1233536 -421182 259726 2300203 2329427 505332 274830 1794871 2054597 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 678409 52500 578605 FOR OVER ONE HUNDRED YEARS, THE PORTLAND ROSE FESTIVAL FOUNDATION HAS SERVED FAMILIES AND INDIVIDUALS FROM OREGON AND BEYOND WITH EVENTS AND PROGRAMS THAT SPOTLIGHT THE RICHES OF OUR PACIFIC NORTHWEST HERITAGE AND ENVIRONMENT WHILE OFFERING COLORFUL EXAMPLES OF MANY INTERNATIONAL CULTURES. IN 2020, THE FOUNDATION DEMONSTRATED RESILIENCY BY ADJUSTING ITS MISSION-BASED PROGRAMMING DURING THE GLOBAL PANDEMIC. WHILE LARGE-SCALE EVENTS WERE PROHIBITED, PARTICIPATORY ACTIVITIES TO SAFELY ENGAGE THE COMMUNITY IN THEIR HOMES SERVED TO KEEP TRADITIONS ALIVE, LIFT SPIRITS, AND OFFERED HOPE IN TRYING TIMES. 678409 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 16 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 58 58 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X JEFF CURTIS 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 DAVE TODD PRESIDENT 1.00 X X 0 0 0 KIRK NEWELL ASST. TREASURER 1.00 X X 0 0 0 CONTESA DIAZ-NICOLAIDIS PRESIDENT - ELECT 1.00 X X 0 0 0 JEREMY EMERSON SECRETARY 1.00 X X 0 0 0 DAYNA KIRK TREASURER 1.00 X X 0 0 0 MARY ABBOTT PORTILLO BOARD MEMBER 1.00 X 0 0 0 TAM ALLISON BOARD MEMBER 1.00 X 0 0 0 KASSIE AULER BOARD MEMBER 1.00 X 0 0 0 ERICA BALDWIN BOARD MEMBER 1.00 X 0 0 0 ANJENE BRYANT BOARD MEMBER 1.00 X 0 0 0 RON CARR BOARD MEMBER 1.00 X 0 0 0 DAVID CASIAS BOARD MEMBER 1.00 X 0 0 0 MIKE COHEN BOARD MEMBER 1.00 X 0 0 0 DAVID COHEN BOARD MEMBER 1.00 X 0 0 0 MELISSA DAMM BOARD MEMBER 1.00 X 0 0 0 JEFF DEERING BOARD MEMBER 1.00 X 0 0 0 FRANCIS DOO BOARD MEMBER 1.00 X 0 0 0 MARLO ECKERT BOARD MEMBER 1.00 X 0 0 0 BRUCE ELLIS BOARD MEMBER 1.00 X 0 0 0 THOM FALLER BOARD MEMBER 1.00 X 0 0 0 EBONY FOREMAN BOARD MEMBER 1.00 X 0 0 0 JAMAL FOX BOARD MEMBER 1.00 X 0 0 0 LINDA GUNSELMAN BOARD MEMBER 1.00 X 0 0 0 SCOTT GUPTILL BOARD MEMBER 1.00 X 0 0 0 DARCI HANSEN BOARD MEMBER 1.00 X 0 0 0 RAYMOND RAY HANSON BOARD MEMBER 1.00 X 0 0 0 LESLEE HEINRICHS BOARD MEMBER 1.00 X 0 0 0 NATASHA HOLSTEIN BOARD MEMBER 1.00 X 0 0 0 PATTY HOPPE BOARD MEMBER 1.00 X 0 0 0 AMY JOHNSON BOARD MEMBER 1.00 X 0 0 0 JOHN JOHNSON BOARD MEMBER 1.00 X 0 0 0 SHONA JONES BOARD MEMBER 1.00 X 0 0 0 DAVE KECKES-CHARTREY BOARD MEMBER 1.00 X 0 0 0 DAN KLINKERT BOARD MEMBER 1.00 X 0 0 0 DAN LENZEN BOARD MEMBER 1.00 X 0 0 0 HELEN LEWIS BOARD MEMBER 1.00 X 0 0 0 PETER MACK BOARD MEMBER 1.00 X 0 0 0 DAVID MCCALL BOARD MEMBER 1.00 X 0 0 0 MELANIE MEANS BOARD MEMBER 1.00 X 0 0 0 PAUL MEYER BOARD MEMBER 1.00 X 0 0 0 VALERIE NIAS BOARD MEMBER 1.00 X 0 0 0 TERRI NORWOOD BOARD MEMBER 1.00 X 0 0 0 TRACY OLSEN BOARD MEMBER 1.00 X 0 0 0 BILL POPPINO BOARD MEMBER 1.00 X 0 0 0 CAROLYN POPPINO BOARD MEMBER 1.00 X 0 0 0 BRENDA RAY SCOTT BOARD MEMBER 1.00 X 0 0 0 TOSHIKO SEEMAN BOARD MEMBER 1.00 X 0 0 0 LINDA SHERON BOARD MEMBER 1.00 X 0 0 0 GENEANE STAHL BOARD MEMBER 1.00 X 0 0 0 CARLA STENBERG BOARD MEMBER 1.00 X 0 0 0 KARIS STOUDAMIRE-PHILLIPS BOARD MEMBER 1.00 X 0 0 0 GORDON WALKER BOARD MEMBER 1.00 X 0 0 0 JACK WEAST BOARD MEMBER 1.00 X 0 0 0 SETH WICKREMARACHCHI BOARD MEMBER 1.00 X 0 0 0 NANCY WOLF BOARD MEMBER 1.00 X 0 0 0 CHERYL ZANDER BOARD MEMBER 1.00 X 0 0 0 PAUL DAVIS BOARD MEMBER AT LARGE 1.00 X 0 0 0 JJ SPRIET BOARD MEMBER AT LARGE 1.00 X 0 0 0 JEFF CURTIS CEO 60.00 X 120316 0 19299 MARILYN CLINT COO 40.00 X 109396 0 10586 229712 0 29885 2 0 0 0 0 618412 125426 18901 743838 FESTIVAL REVENUE 711300 449805 449805 ADMISSIONS 711300 1000 1000 450805 8 8 1171 1171 139549 13458 126091 126091 3426 0 3426 3426 REIMBURSED EXPENSES 900099 107800 107800 MISCELLANEOUS 900099 36213 20000 16213 ROSE GARDEN INCOME 453220 23910 23910 167923 1493262 578605 23910 146909 52500 52500 142647 88418 31504 22725 405717 251479 89604 64634 10716 6642 2367 1707 68205 42276 15063 10866 49519 30694 10936 7889 1776 1776 21706 21706 92254 18480 69884 3890 122866 119270 3596 33812 9134 24027 651 27043 27043 107480 100480 7000 9106 9106 10074 10074 15251 15251 ENTERTAINMENT AND MERCH 37232 36990 242 INFRASTRUCTURE 737 737 24895 21789 2354 752 1233536 678409 435013 120114 695561 843768 29095 953 120444 28621 31336 81989 21862 20436 288120 269791 23403 18329 1373693 1330522 4809 4809 2300203 2329427 76812 94541 83005 85789 99900 94500 245615 505332 274830 X 325673 633286 1469198 1421311 1794871 2054597 2300203 2329427 259726 0 X X 0 1 X 1 0 X 337784 277553 328529 253139 743838 1940843 96474 99626 102881 106230 109677 514888 434258 377179 431410 359369 853515 2455731 259581 2196150 23439 21539 11104 1072 1179 58333 60354 63557 73437 10741 23910 231999 245194 281347 332857 100442 129517 1089357 3835420 9340390 0.57260 0.52550 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MERCHANDISE SALES - 2016 AMOUNT: $ 65,194. 2017 AMOUNT: $ 24,450. 2018 AMOUNT: $ 18,793. 2019 AMOUNT: $ -6,708. 2020 AMOUNT: $ 3,426. OTHER INCOME - 2016 AMOUNT: $ 180,000. 2017 AMOUNT: $ 256,897. 2018 AMOUNT: $ 314,064. 2019 AMOUNT: $ 107,150. 2020 AMOUNT: $ 126,091. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 256743 238414 18329 31377 31377 0 18329 X 1748970 242250 13458 255708 1493262 0 1493262 1489244 242250 13458 255708 1233536 0 1233536 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT COSTS 13,458. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT COSTS 13,458. AUCTION 116793 116793 5758 7056 ROSE FESTIVAL HONORS 22756 22756 644 139549 139549 5758 7700 13458 126091 0 SCHOLARSHIPS AWARDED TO COLLEGE-BOUND HIGH SCHOOL SENIORS WHO WERE ELECTED BY THEIR CLASSMATES FOR THE ROSE FESTIVAL COURT 15 52500 X X 0 1 X X X 0 0 0 0 0 1 0 0 0 PART I, LINE 1A JEFF CURTIS - CONTRACT ENTITLES HIM TO TRAVEL UP TO 4 COMPANIONS PER YEAR (AIRFARE ONLY). JEFF CURTIS - RECEIVES 525.00 PER MONTH FOR HEALTH/SOCIAL. PART I, LINE 6 JEFF CURTIS - CONTRACT ENTITLES HIM TO TRAVEL UP TO 4 COMPANIONS PER YEAR (AIRFARE ONLY) NOT TO EXCEED $2,400 IN VALUE. JEFF CURTIS - RECEIVES 525.00 PER MONTH FOR HEALTH/SOCIAL. FORM 990, PART VI, SECTION A, LINE 2 TWO BOARD MEMBERS BILL AND CAROLYN POPPINO ARE MARRIED TO EACH OTHER. BRUCE ELLIS, A BOARD MEMBER, IS THE FATHER OF VALARIE NIAS, ALSO A BOARD MEMBER. 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. DATA FROM OTHER COMPARABLE FESTIVALS IS USED TO DETERMINE REASONABLE COMPENSATION AT THE TIME HE HAS A 3 YEAR CONTRACT DETERMINED. OTHER EMPLOYEES' SALARY IS DECIDED BY THE CEO AND OFFICER COMMITTEE. DATA FROM OTHER COMPARABLE FESTIVALS IS USED TO DETERMINE REASONABLE COMPENSATION. 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 XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.