2019-08-13T15:34:33-05:00 2018-10-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2017-11-01 930333036 PORTLAND ROSE FESTIVAL FOUNDATION PORT 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 JEFF CURTIS CHIEF EXECUTIVE OFFICER 5032272681 2019-07-31 1 SANG AHN P00540880 5032270581 50.204.228.78 2019-07-31 11:06:49 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2017 2019-02-21 02:37:17Z JEFF CURTIS 1020 SW NAITO PARKWAY PORTLAND OR 97204 3569031 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 32 4000 63557 1212 337784 280818 2525426 2675398 11 11 413285 528576 3276506 3484803 65710 55640 0 0 1080565 1043846 0 0 95368 2407022 2407977 3553297 3507463 -276791 -22660 2496877 2409354 334429 269566 2162448 2139788 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 3055287 55640 2932295 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. 3055287 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 0 0 0 0 0 0 0 0 0 1 21 0 32 1 1 1 0 0 0 0 1 1 0 0 0 0 X 60 60 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 OR X JEFF CURTIS 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 BRETT BAKER PRESIDENT 1.00 X X 0 0 0 PETER MACK VICE PRESIDENT 1.00 X X 0 0 0 CARLA STENBERG SECRETARY 1.00 X X 0 0 0 CHERYL ZANDER TREASURER 1.00 X X 0 0 0 TERI BOWLES-ATHERTON PRESIDENT - ELECT 1.00 X X 0 0 0 DAVE TODD ASST TREASURER 1.00 X X 0 0 0 ADRIENNE ROARK BOARD MEMBER 1.00 X 0 0 0 AMY JOHNSON 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 BREANNA JACKSON 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 CONTESA DIAZ-NICOLAIDIS BOARD MEMBER 1.00 X 0 0 0 DAN LENZEN 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 EBONY HARRIS BOARD MEMBER 1.00 X 0 0 0 GARY BRAY 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 JOE WEBER 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 KIRK NEWELL BOARD MEMBER 1.00 X 0 0 0 LARRY KLOBERTANZ 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 RAYMOND RAY G HANSON BOARD MEMBER 1.00 X 0 0 0 RICHARD HORSWELL BOARD MEMBER 1.00 X 0 0 0 ROD WEICK BOARD MEMBER 1.00 X 0 0 0 RON CARR BOARD MEMBER 1.00 X 0 0 0 SARAH FRIEND 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 SUSAN HALSTEN 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 VALARIE NIAS BOARD MEMBER 1.00 X 0 0 0 DAYNA KIRK BOARD MEMBER 1.00 X 0 0 0 JEFF CURTIS CEO 60.00 X 151238 0 17152 MARILYN CLINT COO 40.00 X 123002 0 9140 274240 0 26292 2 0 1 0 SCI 32 PO BOX 80624 PORTLAND OR 97208 FLOAT BUILDER 238500 TCB SECURITY SERVICES 4909 S COAST HWY SUITE 1 BOX 2 SOUTH BEACH OR 97366 SECURITY/GATE ADMISSIONS 164750 2 100000 180818 21085 280818 FESTIVAL REVENUE 711300 2675398 2675398 2675398 11 11 21528 21528 194775 32631 162144 162144 76047 51597 24450 24450 REIMBURSED EXPENSES 999999 181901 181901 MISCELLANEOUS 999999 74996 74996 ROSE GARDEN INCOME 453220 63557 63557 320454 3484803 2932295 63557 208133 6640 6640 49000 49000 391471 290848 76665 23958 514602 382330 100778 31494 7050 5238 1381 431 57798 42942 11319 3537 72925 54181 14281 4463 7250 6260 990 20238 17475 2763 173845 150110 23735 263167 262660 507 91806 45810 35039 10957 203228 137862 49880 15486 50417 49246 1171 21016 18915 1681 420 79024 67508 11516 INFRASTRUCTURE 825817 818399 3603 3815 LICENSES AND PERMITS 213678 203885 9793 SECURITY 184316 184016 300 ENTERTAINMENT AND MERCH 156621 156621 117554 105341 12213 3507463 3055287 356808 95368 6946 704030 671577 17648 140380 110260 131644 79067 34490 29366 368253 348206 34953 20047 1472078 1444127 4809 4809 2496877 2409354 263201 192912 59926 70181 1475 2006 9827 4467 334429 269566 X 615444 610480 1547004 1529308 2162448 2139788 2496877 2409354 -22660 0 X X 0 1 X 1 0 X 268447 352480 366755 337784 277553 1603019 90441 93413 96474 99626 379954 268447 442921 460168 434258 377179 1982973 53608 1929365 10696 17887 20439 23439 21539 94000 43140 51898 67800 60354 63557 286749 63513 60250 55569 245194 281347 705873 3069595 13800647 0.62850 0.67380 X 336876 324008 12868 31377 24198 7179 20047 X 5795164 2258764 51597 2310361 3484803 0 3484803 5817824 2258764 51597 2310361 3507463 0 3507463 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 51,597. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST SALES OF INVENTORY 51,597. AUCTION 194775 0 194775 5458 22033 5140 194775 194775 5458 22033 5140 32631 162144 0 SCHOLARSHIPS AWARDED TO COLLEGE-BOUND HIGH SCHOOL SENIORS WHO WERE ELECTED BY THEIR CLASSMATES FOR THE ROSE FESTIVAL COURT 14 49000 X X 0 1 X X 0 0 0 0 0 0 0 0 0 JEFF CURTIS CEO 147738 0 3500 0 0 0 4642 0 12510 0 168390 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 DUES PER CONTRACT. 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. 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. 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.