2016-08-29T12:55:57-05:00 2015-10-31 930418710 DELAP LLP 5885 MEADOWS ROAD NO 200 LAKE OSWEGO OR 97035 990 2014-11-01 930333036 PORTLAND ROSE FESTIVAL FOUNDATION PORT 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 JEFF CURTIS CEO 5032272681 2016-08-04 1 MARK E EKLUND CPA P00156145 5036974118 2016-08-04 2014 2016-12-15 16:53:06Z JEFF CURTIS 1020 SW NAITO PARKWAY PORTLAND OR 97204 3531720 0 X WWW.ROSEFESTIVAL.ORG X 1907 OR THE PORTLAND ROSE FESTIVAL FOUNDATION IS A NON-PROFIT THAT SERVES THE COMMUNITY BY PROVIDING FAMILIES WITH PROGRAMS AND EVENTS THAT PROMOTE THE ARTS, EDUCATION AND VOLUNTEERISM. WE VALUE ENVIRONMENTAL RESPONSIBILITY, CULTURAL DIVERSITY, PATRIOTISM, AND OUR FLORAL HERITAGE. 57 57 36 4000 51797 5077 154849 247574 2795507 2952754 4572 7 232385 235702 3187313 3436037 76083 53110 0 0 1011066 1062119 0 0 153965 2030676 2300101 3117825 3415330 69488 20707 2725585 2754253 263103 271064 2462482 2483189 X THE PORTLAND ROSE FESTIVAL FOUNDATION IS A NON-PROFIT THAT SERVES THE COMMUNITY BY PROVIDING FAMILIES WITH PROGRAMS AND EVENTS THAT PROMOTE THE ARTS, EDUCATION AND VOLUNTEERISM. WE VALUE ENVIRONMENTAL RESPONSIBILITY, CULTURAL DIVERSITY, PATRIOTISM, AND OUR FLORAL HERITAGE. 0 0 3062074 53110 2952754 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 & 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. 3062074 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 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 22 0 1 36 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 57 57 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR X X JEFF CURTIS 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 GRIFFIN T BAILEY ASSISTANT TREASURER 1.00 X X 0 0 0 FRANK CHINN PRESIDENT 1.00 X X 0 0 0 BRETT BAKER PRESIDENT - ELECT 1.00 X X 0 0 0 TERI BOWLES-ATHERTON SECRETARY 1.00 X X 0 0 0 SARAH FRIEND TREASURER 1.00 X X 0 0 0 ARTHUR DE BOW VICE PRESIDENT 1.00 X X 0 0 0 RON BENNETT BOARD MEMBER 1.00 X 0 0 0 RON CARR BOARD MEMBER 1.00 X 0 0 0 LILY CASIAS BOARD MEMBER 1.00 X 0 0 0 MIKE COHEN BOARD MEMBER 1.00 X 0 0 0 MELISSA DAMM BOARD MEMBER 1.00 X 0 0 0 AUBREY DAVIS BOARD MEMBER 1.00 X 0 0 0 DIANE DEARDORFF BOARD MEMBER 1.00 X 0 0 0 JEFF DEERING BOARD MEMBER 1.00 X 0 0 0 TONI DEPEEL BOARD MEMBER 1.00 X 0 0 0 CONTESA DIAZ-NICOLAIDIS 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 CINDI FRASER BOARD MEMBER 1.00 X 0 0 0 SCOTT GUPTILL BOARD MEMBER 1.00 X 0 0 0 SUSAN HALSTEN BOARD MEMBER 1.00 X 0 0 0 DARCI HANSEN BOARD MEMBER 1.00 X 0 0 0 RAYMOND RAY G HANSON BOARD MEMBER 1.00 X 0 0 0 BILL HARMON BOARD MEMBER 1.00 X 0 0 0 LESLEE HEINRICHS BOARD MEMBER 1.00 X 0 0 0 NANCY HOPKINS BOARD MEMBER 1.00 X 0 0 0 PATTY HOPPE BOARD MEMBER 1.00 X 0 0 0 RICHARD HORSWELL BOARD MEMBER 1.00 X 0 0 0 AMY JOHNSON BOARD MEMBER 1.00 X 0 0 0 LARRY KLOBERTANZ BOARD MEMBER 1.00 X 0 0 0 MELISSA KUNDE BOARD MEMBER 1.00 X 0 0 0 JIM LASHER BOARD MEMBER 1.00 X 0 0 0 DAN LENZEN BOARD MEMBER 1.00 X 0 0 0 MIA LEWIS BOARD MEMBER 1.00 X 0 0 0 PETER MACK BOARD MEMBER 1.00 X 0 0 0 SCOTT MCCARTY BOARD MEMBER 1.00 X 0 0 0 JOHN MCCULLOCH BOARD MEMBER 1.00 X 0 0 0 LIZA MCQUADE BOARD MEMBER 1.00 X 0 0 0 JOHN O'HANLON BOARD MEMBER 1.00 X 0 0 0 CAROLYN POPPINO BOARD MEMBER 1.00 X 0 0 0 BILL POPPINO BOARD MEMBER 1.00 X 0 0 0 BRENDA RAY SCOTT 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 CHERI STULLER BOARD MEMBER 1.00 X 0 0 0 DAVE TODD BOARD MEMBER 1.00 X 0 0 0 JOE WEBER BOARD MEMBER 1.00 X 0 0 0 MARK WILLIAMS 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 JIMMY DRAKOS BOARD MEMBER 1.00 X 0 0 0 KAREN SANQUIST BOARD MEMBER 1.00 X 0 0 0 LANCE CANNON BOARD MEMBER 1.00 X 0 0 0 LINDA GUNSELMAN BOARD MEMBER 1.00 X 0 0 0 JONI MARSCH BOARD MEMBER 1.00 X 0 0 0 TRACI BILLICK ROSE BOARD MEMBER 1.00 X 0 0 0 GORDON WALKER BOARD MEMBER 1.00 X 0 0 0 JEFF CURTIS CEO 60.00 X 141874 0 15950 MARILYN CLINT COO 40.00 X 112077 0 9052 253951 0 25002 2 0 1 0 RS MANAGEMENT SERVICES 2410 SE 121ST AVENUE 100 PORTLAND OR 97216 SECURITY, GATE ADMISSIONS 189979 SCI 32 5160 SW BEAVERTON-HILLSDALE HWY PORTLAND OR 97221 FLOAT BUILDER 167173 ALPHA BROADCASTING 1211 SW FIFTH AVE SUITE 600 PORTLAND OR 97204 CONCERT PROMOTER 120808 3 869 100000 146705 28823 247574 FESTIVAL REVENUE 711300 2952754 2952754 2952754 7 7 17880 17880 181233 869 75458 105775 105775 80475 20225 60250 60250 ROSE GARDEN INCOME 453220 51797 51797 51797 3436037 2970634 51797 166032 X 4130 4130 48980 48980 278953 223163 27895 27895 623051 497779 62636 62636 9305 7445 930 930 71447 57155 7146 7146 79363 63491 7936 7936 8697 6957 870 870 24442 24442 489161 489161 223614 200621 11364 11629 732 732 239176 221706 8735 8735 35341 28273 3534 3534 85132 68106 8513 8513 INFRASTRUCTURE 531737 531737 PERMITS & FEES 171733 168974 2759 OTHER EXPENSES 167635 135552 18942 13141 ENTERTAINMENT 151835 151835 170866 157009 12857 1000 3415330 3062074 199291 153965 25018 26919 839047 765240 20191 143865 170904 183229 33649 39362 350473 274707 101289 75766 1530678 1515063 4809 4809 2725585 2754253 155701 165897 71855 74680 15000 15300 20547 15187 263103 271064 X 859949 893447 1602533 1589742 2462482 2483189 2725585 2754253 20707 0 X X 0 1 X 1 0 X 338767 307222 269071 268447 352480 1535987 90441 90441 338767 307222 269071 268447 442921 1626428 13100 1613328 2101 1374 18431 10696 17887 50489 41000 48586 48307 43140 51797 232830 60250 60250 1969997 14194751 0.81890 X 0.97540 0.00210 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 350473 274707 75766 75766 X 6188465 2656745 95683 2752428 3436037 0 3436037 6167758 2656745 95683 2752428 3415330 0 3415330 PART X, LINE 2: THE FOUNDATION IS SUBJECT TO TAX ON INCOME EARNED FROM MANAGEMENT OF THE ROSE GARDEN STORE, WHICH IS CONSIDERED AN UNRELATED BUSINESS ACTIVITY. AS OF THE DATE OF THIS REPORT, THE POTENTIAL TAX LIABILITY WAS DETERMINED TO BE INSIGNIFICANT TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AS REVENUE COST OF GOOD SOLD REPORTED AS REVENUE PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AS REVENUE COST OF GOOD SOLD REPORTED AS REVENUE AUCTION SALES 182102 869 181233 11399 24767 39292 182102 869 181233 11399 24767 39292 75458 105775 0 SCHOLARSHIPS AWARDED TO COLLEGE-BOUND HIGH SCHOOL SENIORS WHO WERE ELECTED BY THEIR CLASSMATES FOR THE ROSE FESTIVAL COURT. 15 48980 X 0 0 0 0 0 0 0 0 0 JEFF CURTIS CEO 141874 0 0 0 0 0 4223 0 11727 0 157824 0 0 0 X 6 17375 X CLOTHES 2 5670 COST X FURNITURE 1 4978 COST X UMBRELLAS 1 800 COST 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 15A THE CEO'S SALARY IS DECIDED BY THE OFFICER COMMITTEE/FINANCE 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 POILICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE HEADQUARTER OFFICE. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 489,161. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 489,161. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.