2021-08-12T15:01:10-05:00 2020-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2020-01-01 465386229 PORTLAND CHINATOWN HISTORY FOUNDATION PORT 5032240008 PO BOX 2925 PORTLAND OR 97208 SARAH CHUNG VICE PRESIDENT/ACTING TREASURER 5032240008 2021-08-12 SARAH CHUNG 999009999 YEE LEE MCGEE P01294356 5032222515 2021-08-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SARAH CHUNG PO BOX 2925 PORTLAND OR 97208 225775 0 X WWW.PORTLANDCHINATOWNMUSEUM.ORG X 2014 OR HONORING PORTLAND CHINATOWN'S PAST, CELEBRATING ITS PRESENT, AND HELPING TO CREATE ITS FUTURE. 14 9 2 110 0 0 328407 185949 23359 2648 407 1378 25452 35228 377625 225203 0 0 0 0 30452 24023 0 25760 71209 507880 193882 538332 243665 -160707 -18462 715768 1252534 218936 178781 496832 1073753 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 95066 2648 FIFTH ANNUAL LUNAR NEW YEAR DRAGON DANCE PARADE YEAR OF THE RAT. LARGER NUMBER OF PARADE PARTICIPANTS AND VIEWERS;VISIONS OF DIANA CONTEMPORARY ART EXHIBIT - DIANA LO MEI HING NOVEMBER 2019 THROUGH CURRENT;VIRTUAL COMMUNITY ROUND TABLE TALKS VIA ZOOM - 12 PROGRAMS IN 2020 ON TIMELY TOPICS FOR CONVERSATION; MUSEUM TEMPORARILY CLOSED SINCE MARCH 16, 2020 DUE TO COVID PANDEMIC. 95066 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 2 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 OR X SARAH CHUNG 5032240008 PO BOX 2925 PORTLAND OR 97208 X HARRIS MATARAZZO PRESIDENT 12.00 X X 0 0 0 SARAH CHUNG VICE PRESIDENT/ACTING TREASURER 30.00 X X 0 0 0 TRACY QUAN SECRETARY 10.00 X X 0 0 0 JACQUELINE PETERSON-LOOMIS EXECUTIVE DIRECTOR 40.00 X X 0 0 0 DAVE DAHL BOARD DIRECTOR 8.00 X 0 0 0 NORM GHOLSTON BOARD DIRECTOR 8.00 X 0 0 0 MARCUS LEE BOARD DIRECTOR 3.00 X 0 0 0 FRANKLIN QUAN BOARD DIRECTOR 3.00 X 0 0 0 REBECCA LIU BOARD DIRECTOR 3.00 X 0 0 0 BERTHA SAIGET BOARD DIRECTOR 5.00 X 0 0 0 WENDA TAI BOARD DIRECTOR 1.00 X 0 0 0 PAUL TSENG BOARD DIRECTOR 3.00 X 0 0 0 FRED M WONG BOARD DIRECTOR 5.00 X 0 0 0 GLORIA WONG BOARD DIRECTOR 5.00 X 0 0 0 PATRICK LEE BOARD DIRECTOR 5.00 X 0 0 0 0 0 0 0 0 0 0 0 2290 29513 154146 10259 185949 MUSEUM ADMISSIONS 900099 2448 2448 PROGRAM SERVICES 900099 200 200 2648 1378 1378 33600 0 33600 33600 33600 100 572 -472 -472 OTHER REVENUE 900099 2100 2100 2100 225203 2648 0 36606 X 21203 10637 3340 7226 2820 1012 1175 633 11561 11561 25760 25760 24536 7340 17196 75 75 4912 701 4211 3246 3246 47098 47098 2641 2641 71574 71574 6169 6169 EVENT EXPENSE 8609 8511 98 TAXES & LICENSES FEES 5346 875 4471 REPAIR & MAINTENANCE 4323 1461 2862 OTHER EXPENSE 3792 440 2876 476 64089 -101030 36941 243665 95066 77390 71209 2750 -4172 62427 122016 64932 15341 5864 1711 910612 82002 261148 828610 318647 289028 715768 1252534 96438 87302 77000 61388 45498 30091 218936 178781 X 443175 1073013 53657 740 496832 1073753 715768 1252534 -18462 595383 0 X 0 0 0 X 133747 358890 754089 328407 185949 1761082 133747 358890 754089 328407 185949 1761082 243777 1517305 7204 14967 14743 28457 34978 100349 2363 3832 3747 2100 12042 1873473 37591 0.80990 0.80890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2017 AMOUNT: $ 2,363. 2018 AMOUNT: $ 3,832. 2019 AMOUNT: $ 3,747. 2020 AMOUNT: $ 2,100. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 910612 82002 828610 828610 EXHIBITION COSTS 289028 289028 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 1 LINDA RONDINELLI 2250 SE 31ST AVENUE PORTLAND OR 97214 MARKETING DEVELOPMENT 0 0 25760 0 25760 OR SCHEDULE G, PART I, LINE 2B, COLUMN (V) MARKETING DEVELOPMENT REBECCA LIU BOARD VICE PRESIDENT ASSISTANCE X 35000 1000 0 1 1 TERRY CHUNG FORMER BOARD DIRECTOR AND RELATED TO SARAH CHUNG ASSISTANCE X 35000 10388 0 1 1 SARAH CHUNG BOARD SECRETARY ASSISTANCE X 20000 19000 0 1 1 BERTHA SAIGET BOARD DIRECTOR ASSISTANCE X 10000 9000 0 1 1 FRANKLIN QUAN BOARD TREASURER ASSISTANCE X 10000 9000 0 1 1 FRED M WONG BOARD DIRECTOR ASSISTANCE X 10000 9000 0 1 1 GLORIA WONG BOARD DIRECTOR ASSISTANCE X 5000 4000 0 1 1 61388 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 B, LINE 15 THE ORGANIZATION'S TOP MANAGEMENT OFFICER DOES NOT RECEIVE COMPENSATION. COMPENSATION FOR OTHER KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED BY THE EXECUTIVE DIRECTOR WITH THE BOARD EXECUTIVE COMMITTEE. 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 6,740. MANAGEMENT AND GENERAL EXPENSES 16,285. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,025. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 911. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 911. HONORARIA: PROGRAM SERVICE EXPENSES 600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 600.