2021-11-12T17:52:18-06:00 2020-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1200 PORTLAND OR 97205 990 2020-01-01 931069203 EVERGREEN AVIATION AND SPACE MUSEUM EVER 5034344185 500 NE CAPT MICHAEL KING SMITH WAY MCMINNVILLE OR 97128 STEVE SCOTT EXECUTIVE DIRECTOR 5034344185 2021-11-10 1 STEVE SCOTT XXX-XX-XXXX WENDY CAMPOS P00448102 5032421447 2021-11-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z STEVE SCOTT 500 NE CAPT MICHAEL KING SMITH WAY MCMINNVILLE OR 97128 2541913 0 X WWW.EVERGREENMUSEUM.ORG X 1994 OR TO INSPIRE AND EDUCATE, PROMOTE AND PRESERVE AVIATION AND SPACE HISTORY, AND HONOR THE PATRIOTIC SERVICE OF OUR VETERANS. 3 3 41 150 27011 0 144224 297998 2348935 790050 35118 37 859297 1352659 3387574 2440744 0 0 0 0 1583111 969140 0 0 137664 2381986 1463173 3965097 2432313 -577523 8431 1460236 1361178 1149136 1041647 311100 319531 TO INSPIRE AND EDUCATE, PROMOTE AND PRESERVE AVIATION AND SPACE HISTORY, AND HONOR THE PATRIOTIC SERVICE OF OUR VETERANS. 0 0 583582 658608 MANAGE AND DISPLAY HISTORICAL ASSETS FOR PUBLIC VIEW AND APPRECIATION, INCLUDING OPERATIONS, ADMISSIONS AND MEMBERSHIPS. LIMITED OPERATIONS DURING 2020 DUE TO GOVERNMENT MANDATE CLOSURES DUE TO THE COVID-19 PANDEMIC 93768 174234 PRESERVATION AND RESTORATION OF HISTORICAL ASSETS AND EXHIBIT MANAGEMENT. 63698 31135 EDUCATION PROGRAMS AND SUPPORT OF AVIATION HISTORY; SCHOLARSHIPS IN AVIATION EDUCATION. LIMITED OPERATIONS DURING 2020 DUE TO GOVERNMENT MANDATE CLOSURES DUE TO THE COVID-19 PANDEMIC 741048 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 6 0 1 41 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X BEN REDDAWAY 5036872424 500 NE CAPT MICHAEL KING SMITH WAY MCMINNVILLE OR 97128 STEVE SCOTT INTERIM EXECUTIVE DIRECTOR 40.00 X 80000 0 0 JOHN RASMUSSEN EXECUTIVE DIRECTOR (THRU 12/20/20) 40.00 X 45042 0 0 WAYNE MARSHALL PRESIDENT 4.00 X X 0 0 0 DAVID RATH TREASURER 1.00 X X 0 0 0 BEN BERRY DIRECTOR (THRU 7/1/20) 1.00 X 0 0 0 ERIN BOSNJAK DIRECTOR (THRU 7/1/20) 1.00 X 0 0 0 PAUL BREWER DIRECTOR 1.00 X 0 0 0 BRUCE GIBBINS DIRECTOR (THRU 7/1/20) 1.00 X 0 0 0 JAYSON WILSON DIRECTOR (THRU 7/1/20) 1.00 X 0 0 0 125042 0 0 0 0 0 0 0 20277 277721 42437 297998 ADMISSIONS 900099 658694 658608 86 MEMBERSHIPS 900099 100221 100221 EDUCATION 900099 31135 31135 790050 37 37 22048 20277 14134 7914 7914 217884 87035 130849 74013 26925 29911 OTHER REVENUE 900099 1159566 1159566 EVENTS 900099 54330 54330 1213896 2440744 863977 27011 1251758 125042 125042 462689 261132 124178 77379 315541 48144 246555 20842 65868 29500 27875 8493 2042 2042 26253 26253 14521 14521 13150 13150 74258 11530 60759 1969 14557 14557 1004620 149464 855156 33 33 18194 6949 11245 188577 157042 31535 4053 4053 COLLECTION & EXHIBIT 25990 25990 GALA EXPENSE 16828 16828 RESTRICTED FUND EXPENSE 14291 14291 HOLIDAY AT THE HANGAR 12153 12153 33653 23856 9797 2432313 741048 1553601 137664 27268 83926 187093 190209 2855 14067 112412 119367 12277 23738 3723294 3331943 579928 391351 1253 1253 537150 537267 1460236 1361178 877591 609275 71545 32372 200000 400000 1149136 1041647 X 124007 132438 187093 187093 311100 319531 1460236 1361178 8431 0 X 0 0 0 X 168141 1003077 567929 144224 297998 2181369 4816389 3175408 3203668 2729542 919722 14844729 980506 70609 69906 286744 54330 1462095 5965036 4249094 3841503 3160510 1272050 18488193 52135 14075 23752 17855 107817 0 52135 14075 23752 17855 107817 18380376 150 155 158 118 37 618 150 155 158 118 37 618 171085 171085 6136271 4249249 3841661 3160628 1272087 18659896 0.98500 0.98260 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 101013 101013 101013 101013 101013 101013 103064 37 2088 101013 100000 3064 103064 0.00000 1.00000 0.00000 0 0 2252898 1701191 551707 1470396 1630752 -160356 391351 PART III, LINE 4: OUR EXHIBITS CELEBRATE THE LIVES OF INNOVATORS, PILOTS, AND VETERANS WHO COURAGEOUSLY PIONEERED FLIGHT IN THESE REMARKABLE MACHINES. PART V, LINE 4: THE EARNINGS FROM THE ENDOWMENT MUST BE USED ON EDUCATIONAL PROGRAMS. GALA 42325 20277 22048 4651 9483 42325 20277 22048 4651 9483 14134 7914 WILLIAM H STOLLER FAMILY TRUST SUBSTANTIAL CONTRIBUTOR OPERATIONAL FUNDING X 200000 200000 0 1 1 PAUL BREWER SUBSTANTIAL CONTRIBUTOR OPERATIONAL FUNDING X 150000 150000 0 0 1 MALCOLM TABOR SUBSTANTIAL CONTRIBUTOR OPERATIONAL FUNDING X 50000 50000 0 0 1 400000 X 1 375 COMPARABLE ITEMS X 513 COMPARABLE ITEMS X 2 1500 COMPARABLE ITEMS X 7 2575 COMPARABLE ITEMS 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B COMPLETED FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, FINANCE DIRECTOR, PRESIDENT AND TREASURER. FORM 990, PART VI, SECTION B, LINE 12C THE MUSEUM CIRCULATES A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY THAT ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE AND RETURN TO THE MUSEUM. BOARD MEMBERS ARE TRAINED ON CONFLICT OF INTEREST ANNUALLY EITHER AS PART OF THE ANNUAL MEETING OR AS A SEPARATE STAND-ALONE TRAINING SESSION. THE LAST SUCH TRAINING SESSION AND REVIEW OF THE CONFLICT OF INTEREST POLICY OCCURRED DURING THE AUGUST 2018 BOARD MEETING. THE CONFLICT OF INTEREST REVIEW WITH THE OFFICERS HAS BEEN CONDUCTED BY THE MUSEUM COUNSEL AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVES THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR AND FINANCE DIRECTOR AFTER DELIBERATION WITH INDEPENDENT SOURCES AND COMPARISONS TO PREVAILING MARKET CONDITIONS. THE LAST TIME THIS PROCESS WAS UNDERTAKEN WAS IN DECEMBER 2020 FOR THE EXECUTIVE DIRECTOR AND FEBRUARY 2021 FOR THE FINANCE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST, WHILE FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.