2020-09-04T16:09:51-05:00 2019-10-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2018-11-01 930333036 PORTLAND ROSE FESTIVAL FOUNDATION PORT 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 JEFF CURTIS CHIEF EXECUTIVE OFFICER 5032272681 2020-09-01 1 SANG AHN P00540880 5032270581 50.204.228.78 2020-09-01 11:57:31 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5ACAFB0011795BAC68DA9FDC7A663F6686BCDAC9 2018 2021-01-29 14:40:06Z JEFF CURTIS 1020 SW NAITO PARKWAY PORTLAND OR 97204 3758252 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. 60 60 34 4000 73437 1164 280818 321259 2675398 2764196 11 2317 528576 566821 3484803 3654593 55640 54500 0 0 1043846 1093989 0 0 97573 2407977 2429838 3507463 3578327 -22660 76266 2409354 2496955 269566 280901 2139788 2216054 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 3054947 54500 3078260 FOR OVER ONE HUNDRED YEARS, THE PORTLAND ROSE FESTIVAL 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. ATTENDED BY MORE THAN TWO MILLION PEOPLE, THE FESTIVAL IS ANNUALLY ONE OF THE TOP THREE MOST HIGHLY DECORATED EVENTS BY THE INTERNATIONAL FESTIVALS AND EVENTS ASSOCIATION (IFEA) AND IN 2011 WAS NAMED BEST FESTIVAL IN THE WORLD. THE FESTIVAL CONTINUALLY STRIVES TO KEEP ITS INTERNATIONALLY-RENOWNED EVENTS FRESH, VIBRANT, AND RELEVANT TO ENCOURAGE PARTICIPATION BY ALL CITIZENS, BOTH BUSINESS AND PRIVATE. 3054947 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 41 0 34 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 60 60 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 TERI BOWLES-ATHERTON PRESIDENT 1.00 X X 0 0 0 AMY JOHNSON VICE PRESIDENT 1.00 X X 0 0 0 CONTESA DIAZ-NICOLAIDIS SECRETARY 1.00 X X 0 0 0 CHERYL ZANDER TREASURER 1.00 X X 0 0 0 DAVE TODD PRESIDENT - ELECT 1.00 X X 0 0 0 JOHN O'HANLON ASST TREASURER 1.00 X X 0 0 0 ADRIENNE ROARK BOARD MEMBER 1.00 X 0 0 0 ANJENE BRYANT BOARD MEMBER 1.00 X 0 0 0 BILL POPPINO BOARD MEMBER 1.00 X 0 0 0 BRENDA FRANK BOARD MEMBER 1.00 X 0 0 0 BRENDA RAY SCOTT BOARD MEMBER 1.00 X 0 0 0 BRUCE ELLIS BOARD MEMBER 1.00 X 0 0 0 CAROLYN POPPINO BOARD MEMBER 1.00 X 0 0 0 COREY HANSON BOARD MEMBER 1.00 X 0 0 0 DAN LENZEN BOARD MEMBER 1.00 X 0 0 0 DANIEL KLINKERT BOARD MEMBER 1.00 X 0 0 0 DARCI HANSEN BOARD MEMBER 1.00 X 0 0 0 DAVE KECKES-CHARTREY BOARD MEMBER 1.00 X 0 0 0 DAVID CASIAS BOARD MEMBER 1.00 X 0 0 0 DAVID COHEN BOARD MEMBER 1.00 X 0 0 0 DAVID MCCALL BOARD MEMBER 1.00 X 0 0 0 DAYNA KIRK BOARD MEMBER 1.00 X 0 0 0 EBONY HARRIS BOARD MEMBER 1.00 X 0 0 0 ERICA BALDWIN BOARD MEMBER 1.00 X 0 0 0 FRANCIS DOO BOARD MEMBER 1.00 X 0 0 0 GENEANE STAHL BOARD MEMBER 1.00 X 0 0 0 GORDON WALKER BOARD MEMBER 1.00 X 0 0 0 HELEN LEWIS BOARD MEMBER 1.00 X 0 0 0 JAMAL FOX BOARD MEMBER 1.00 X 0 0 0 JEFF DEERING BOARD MEMBER 1.00 X 0 0 0 JEREMY EMERSON BOARD MEMBER 1.00 X 0 0 0 JERROD SPRIET BOARD MEMBER 1.00 X 0 0 0 JOHN JOHNSON BOARD MEMBER 1.00 X 0 0 0 JOHN O'HANLON BOARD MEMBER 1.00 X 0 0 0 KARIS STOUDAMIRE-PHILLIPS BOARD MEMBER 1.00 X 0 0 0 KASSIE AULER BOARD MEMBER 1.00 X 0 0 0 KIRK NEWELL BOARD MEMBER 1.00 X 0 0 0 LESLEE HEINRICHS BOARD MEMBER 1.00 X 0 0 0 LINDA GUNSELMAN BOARD MEMBER 1.00 X 0 0 0 LINDA SHERON BOARD MEMBER 1.00 X 0 0 0 MARK WILLIAMS BOARD MEMBER 1.00 X 0 0 0 MARLO ECKERT BOARD MEMBER 1.00 X 0 0 0 MELANIE MEANS BOARD MEMBER 1.00 X 0 0 0 MELISSA DAMM BOARD MEMBER 1.00 X 0 0 0 MIKE COHEN BOARD MEMBER 1.00 X 0 0 0 NANCY WOLF 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 PAUL DAVIS BOARD MEMBER 1.00 X 0 0 0 PAUL MEYER BOARD MEMBER 1.00 X 0 0 0 RAYMOND RAY G HANSON BOARD MEMBER 1.00 X 0 0 0 RICHARD HORSWELL BOARD MEMBER 1.00 X 0 0 0 RON CARR BOARD MEMBER 1.00 X 0 0 0 SCOTT GUPTILL BOARD MEMBER 1.00 X 0 0 0 SCOTT MCCARTY BOARD MEMBER 1.00 X 0 0 0 SHONA JONES BOARD MEMBER 1.00 X 0 0 0 THOM FALLER BOARD MEMBER 1.00 X 0 0 0 TOSHIKO SEEMAN BOARD MEMBER 1.00 X 0 0 0 TRACY OLSEN BOARD MEMBER 1.00 X 0 0 0 VALERIE NIAS BOARD MEMBER 1.00 X 0 0 0 JEFF CURTIS CEO 60.00 X 149848 0 15528 MARILYN CLINT COO 40.00 X 125659 0 9424 CHRISTIE OWENS SALES 40.00 X 104400 0 3132 379907 0 28084 3 0 1 0 TCB SECURITY SERVICES 4909 S COAST HWY SUITE 1 BOX 2 SOUTH BEACH OR 97366 SECURITY/GATE ADMISSIONS 176734 SCI 32 PO BOX 80624 PORTLAND OR 97208 FLOAT BUILDER 103937 2 100000 221259 36722 321259 FESTIVAL REVENUE 711300 2764196 2764196 2764196 7 7 11097 11097 2310 0 2310 2310 2310 202351 52921 149430 149430 69531 50738 18793 18793 REIMBURSED EXPENSES 900099 158208 158208 MISCELLANEOUS 900099 155856 155856 ROSE GARDEN INCOME 453220 73437 73437 387501 3654593 3078260 73437 181637 2000 2000 52500 52500 180329 130747 37730 11852 750923 544458 157114 49351 15650 11347 3274 1029 67280 48781 14077 4422 79807 57864 16698 5245 4019 4019 21253 21253 234008 206617 27391 254933 254933 64953 53784 8814 2355 24344 24344 422020 321845 77906 22269 33926 32095 1831 12038 11102 650 286 83153 68886 14267 INFRASTRUCTURE 495139 495139 LICENSES AND PERMITS 230524 222887 7637 SECURITY 187998 187998 ENTERTAINMENT AND MERCH 164860 164710 150 196670 187254 8802 614 3578327 3054947 425807 97573 704030 699923 17648 45240 110260 117952 79067 168812 29366 37467 289870 278561 20047 11309 1444127 1411443 4809 4809 2409354 2496955 192912 152292 70181 67255 2006 61354 4467 269566 280901 X 610480 722356 1529308 1493698 2139788 2216054 2409354 2496955 76266 0 X X 0 0 0 X 352480 366755 337784 277553 328529 1663101 90441 93413 96474 99626 102881 482835 442921 460168 434258 377179 431410 2145936 174701 1971235 17887 20439 23439 21539 11104 94408 51898 67800 60354 63557 73437 317046 60250 55569 245194 281347 332857 975217 3532607 13769336 0.55800 0.62850 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MERCHANDISE SALES - 2014 AMOUNT: $ 60,250. 2015 AMOUNT: $ 55,569. 2016 AMOUNT: $ 65,194. 2017 AMOUNT: $ 24,450. 2018 AMOUNT: $ 18,793. OTHER INCOME - 2016 AMOUNT: $ 180,000. 2017 AMOUNT: $ 256,897. 2018 AMOUNT: $ 314,064. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 258493 248087 10406 31377 30474 903 11309 X 7606299 3900968 50738 3951706 3654593 0 3654593 7530033 3900968 50738 3951706 3578327 0 3578327 PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 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: COST OF GOODS SOLD NETTED AGAINST SALES OF INVENTORY 50,738. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST SALES OF INVENTORY 50,738. AUCTION 186331 186331 7927 24875 13968 ROSE FESTIVAL HONORS 16019 16019 6151 202350 202350 7927 31026 13968 52921 149429 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 1 0 0 0 0 0 JEFF CURTIS CEO 149848 0 0 0 0 0 4752 0 10776 0 165376 0 0 0 PART I, LINE 1A 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 DUES PER CONTRACT. X FOOD/BEV 8 24795 X AUCTION ITEMS 4 11927 0 0 0 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.