2015-11-16T11:24:17-06:00 2014-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1200 PORTLAND OR 97205 990 2014-01-01 931069203 EVERGREEN AVIATION AND SPACE MUSEUM EVER 5034344185 500 NE CAPT MICHAEL KING SMITH WAY MCMINNVILLE OR 97128 ANN WITSIL INTERIM EXECUTIVE DIRECTOR 5034344185 2015-11-16 1 WENDY CAMPOS P00448102 5032421447 2014 2016-02-25 16:41:14Z ANN WITSIL 500 NE CAPT MICHAEL KING SMITH WAY MCMINNVILLE OR 97128 6944382 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. 16 16 278 352 757040 69646 865320 140579 4868596 5032426 608 5452 1835790 1529884 7570314 6708341 3944 7131 0 0 3417944 3267415 0 0 61939 4379766 4136630 7801654 7411176 -231340 -702835 13223027 12785540 1559346 1705326 11663681 11080214 TO INSPIRE AND EDUCATE, PROMOTE AND PRESERVE AVIATION AND SPACE HISTORY, AND HONOR THE PATRIOTIC SERVICE OF OUR VETERANS. 0 0 3095328 4388913 MANAGE AND DISPLAY HISTORICAL ASSETS FOR PUBLIC VIEW AND APPRECIATION, INCLUDING OPERATIONS, ADMISSIONS AND MEMBERSHIPS. 200685 PRESERVATION AND RESTORATION OF HISTORICAL ASSETS AND EXHIBIT MANAGEMENT. 481643 7131 203305 EDUCATION PROGRAMS AND SUPPORT OF AVIATION HISTORY; SCHOLARSHIPS IN AVIATION EDUCATION. 3777656 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 22 0 1 278 1 1 1 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 OR X JOHN BRAXMEYER 5036872424 500 NE CAPT MICHAEL KING SMITH WAY MCMINNVILLE OR 97128 JOHN RASMUSSEN PRESIDENT 2.00 X X 0 0 0 MIKE HINES PRESIDENT 1.00 X X 0 0 0 DELFORD SMITH CHAIRMAN 1.00 X X 0 0 0 DENNY SMITH VICE PRESIDENT 1.00 X X 0 0 0 SERGE D'ROVENCOURT VICE PRESIDENT 1.00 X X 0 0 0 BLYTHE BERSELLI VICE PRESIDENT 1.00 X X 0 0 0 WAYNE MARSCHALL TREASURER/SECRETARY 1.00 X X 0 0 0 JOHN IRWIN TREASURER 1.00 X X 0 0 0 JIM RAY SECRETARY 1.00 X X 0 0 0 TIM WAHLBERG DIRECTOR 1.00 X 0 0 0 PAUL BREWER DIRECTOR 1.00 X 0 0 0 PAUL GELINAS DIRECTOR 1.00 X 0 0 0 BEN BERRY JR DIRECTOR 1.00 X 0 0 0 MALCOLM TABOR DIRECTOR 1.00 X 0 0 0 JOE PEDEN DIRECTOR 1.00 X 0 0 0 MARY KATCHUR DIRECTOR 1.00 X 0 0 0 DANNY CLISHAM DIRECTOR 1.00 X 0 0 0 COLIN POWERS DIRECTOR 1.00 X 0 0 0 WAYNE GORSEK DIRECTOR 1.00 X 0 0 0 DR MARK ABBOTT DIRECTOR 1.00 X 0 0 0 KEVIN BODE DIRECTOR 1.00 X 0 0 0 DR CHARLES ELACHI DIRECTOR 1.00 X 0 0 0 DAVE GARSKE DIRECTOR 1.00 X 0 0 0 TOM GAVIN DIRECTOR 1.00 X 0 0 0 BOB HAMMER DIRECTOR 1.00 X 0 0 0 RICH JENKINS DIRECTOR 1.00 X 0 0 0 GENERAL JIM MCDIVITT DIRECTOR 1.00 X 0 0 0 DR MARYALICE RUSSELL DIRECTOR 1.00 X 0 0 0 DICK RUTAN DIRECTOR 1.00 X 0 0 0 RYAN SMITH DIRECTOR 1.00 X 0 0 0 ANDREW R TUSON DIRECTOR 1.00 X 0 0 0 LARRY WOOD EXECUTIVE DIRECTOR 40.00 X 60981 0 0 60981 0 0 0 0 0 0 KEVIN L MANNIX 2009 STATE STREET SALEM OR 97301 LEGAL SERVICES 108486 MIKE VIDELL 1637 SW MITCHELL DRIVE MCMINNVILLE OR 97128 IT SUPPORT 102404 2 140579 835 140579 ADMISSIONS 900099 4441982 3832769 609213 MEMBERSHIPS 900099 387139 380299 6840 EDUCATION 900099 203305 203305 5032426 502 502 4950 0 4950 4950 4950 416728 236041 180687 175845 4842 CAFE 900099 897061 89674 807387 EVENTS 900099 452136 46471 405665 1349197 6708341 4592218 757040 1218504 7131 7131 60981 60981 2517932 1522267 953864 41801 10046 6028 3918 100 500275 296322 197548 6405 178181 104929 69952 3300 185692 185692 6943 6943 34600 17300 16954 346 99872 89885 9987 1606 241 1365 752241 564181 188060 5889 472 5417 489364 249576 239788 158923 69926 88997 MUSEUM ADMINISTRATION 1301031 1301031 CAFE EXPENSES 471861 471861 ADMISSIONS & MEMBERSHIP 232983 232983 IMAX THEATER 127063 127063 268562 17491 251071 7411176 3777656 3571581 61939 689415 661289 247533 24198 18526 352675 221550 172316 70183 7877128 3931773 4693470 3945355 361563 314148 6687529 7548817 13223027 12785540 1418884 1548710 140462 156616 1559346 1705326 X 11375985 10629371 187696 350843 100000 100000 11663681 11080214 13223027 12785540 -702835 119368 0 X 0 0 0 X 786034 640597 540978 865320 140579 2973508 5177590 5287695 5605068 4868596 4821934 25760883 28500 1660089 1919522 1511528 1213052 6332691 5992124 7588381 8065568 7245444 6175565 35067082 52477 154567 48261 255305 210720 210720 263197 154567 48261 466025 34601057 4568 1213 4894 608 502 11785 4568 1213 4894 608 502 11785 20668 261389 9064 13941 69646 374708 6017360 7850983 8079526 7259993 6245713 35453575 0.97600 0.94240 0.00030 0.00060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 6943 6943 0 PART II-B, LINE 1: THE ORGANIZATION PAID ATTORNEY FEES FOR LOBBYING EFFORTS RELATED TO PROPERTY TAX CHANGES FOR NON-PROFIT ORGANIZATIONS. 100000 105 105 100000 100000 100000 100000 100000 100000 100000 100000 100000 0.00000 1.00000 0.00000 0 0 2231584 1141357 1090227 5453835 2790416 2663419 191709 191709 3945355 COLLECTION ITEMS 7548817 7548817 PART V, LINE 4: THE EARNINGS FROM THE ENDOWMENT MUST BE USED ON EDUCATIONAL PROGRAMS. 0 AVIATION SCHOLARSHIPS 6 7131 X 1 834 COST 0 0 1 0 PART I, LINE 33: THE MUSEUM DID RECEIVE ARTIFACTS AND ARCHIVAL MATERIALS TO BE HELD IN PUBLIC TRUST. UNLESS SUCH MATERIALS ARE DIRECTLY RELATED TO THE MUSEUM MISSION THEY ARE USUALLY NOT VALUED. MOST OF THESE ARTIFACTS ARE PRINTED MATERIALS LIKE MAGAZINES, BOOKS OR PHOTOGRAPHS COLLECTED OVER A LIFETIME AND BEQUEATHED TO THE MUSEUM UPON THE DEATH OF THE COLLECTOR. FORM 990, PART VI, SECTION A, LINE 4 AMENDMENTS TO THE ORGANIZATION'S BYLAWS WERE ADOPTED IN JUNE 2014. CHANGES INCLUDED AN INCREASE TO THE NUMBER OF DIRECTORS FROM THREE TO NINE, THE CREATION OF AN ADVISORY BOARD WITHOUT THE AUTHORITY TO GOVERN, AND THE GRANTING OF AUTHORITY TO THE EXECUTIVE COMMITTEE TO ESTABLISH GUIDELINES AND PROTOCOLS FOR THE ADVISORY BOARD. ADDITIONAL AMENDMENTS WERE ADOPTED IN NOVEMBER 2014. CHANGES INCLUDED ABOLISHING THE CHAIRMAN AND MULTIPLE VICE PRESIDENTS AS OFFICERS. ADDITIONAL BOARD COMMITTEES WERE APPROVED AND FORMED IN JANUARY 2015, INCLUDING: EXECUTIVE COMMITTEE, FINANCE & OPERATIONS, FACILITIES AND COLLECTIONS. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER REVIEW FORM 990 IN ITS ENTIRETY. FORM 990 IS THEN FORWARDED ON TO THE BOARD TREASURER FOR FINAL REVIEW BEFORE FILING. 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 WAS IN JUNE 2014. ANOTHER TRAINING SESSION AND REVIEW OF THE CONFLICT OF INTEREST POLICY OCCURRED DURING THE OCTOBER 2015 BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS APPROVES THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR AFTER DELIBERATION WITH INDEPENDENT SOURCES AND COMPARISONS TO PREVAILING MARKET CONDITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.