2014-03-17T13:05:20-05:00 2013-10-31 930418710 DELAP LLP 5885 MEADOWS ROAD NO 200 LAKE OSWEGO OR 97035 990 2012-11-01 930333036 PORTLAND ROSE FESTIVAL FOUNDATION PORT 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 JEFF CURTIS 5032272681 2014-03-14 1 ALLEN H HARPER P00217332 5036974118 2012 2015-11-30 17:44:51Z JEFF CURTIS 1020 SW NAITO PARKWAY PORTLAND OR 97204 3154046 0 X WWW.ROSEFESTIVAL.ORG X 1934 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. 58 58 31 3000 48307 12438 307222 170082 2838205 2694258 1374 266 180888 195222 3327689 3059828 52500 54834 0 0 1007430 984533 0 0 129422 2118570 2066747 3178500 3106114 149189 -46286 2672635 2653018 233355 260024 2439280 2392994 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 2790924 54834 2712423 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. 2790924 1 0 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 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 19 0 1 31 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 58 58 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 0 0 OR X JEFF CURTIS 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 TODD JOHNSTON 1.00 X 0 0 0 FRANK CHINN 1.00 X 0 0 0 BRETT BAKER 1.00 X 0 0 0 ARTHUR DE BOW 1.00 X 0 0 0 PETER MACK 1.00 X 0 0 0 SARAH FRIEND 1.00 X 0 0 0 GRIFFIN BAILEY 1.00 X 0 0 0 RON BENNETT 1.00 X 0 0 0 TERI BOWLES-ATHERTON 1.00 X 0 0 0 RON CARR 1.00 X 0 0 0 LILY CASIAS 1.00 X 0 0 0 MIKE COHEN 1.00 X 0 0 0 MELISSA DAMM 1.00 X 0 0 0 AUBREY DAVIS 1.00 X 0 0 0 DIANE DEARDORFF 1.00 X 0 0 0 JEFF DEERING 1.00 X 0 0 0 CONTESA DIAZ-NICOLAIDIS 1.00 X 0 0 0 TONI DEPEEL 1.00 X 0 0 0 PAUL DOMBROWSKI 1.00 X 0 0 0 JIMMY DRAKOS 1.00 X 0 0 0 JOSHUA ECHO-HAWK 1.00 X 0 0 0 BRUCE ELLIS 1.00 X 0 0 0 JOHN ERICKSON 1.00 X 0 0 0 THOM FALLER 1.00 X 0 0 0 CINDI FRASER 1.00 X 0 0 0 GREG FRITZ 1.00 X 0 0 0 SCOTT GUPTILL 1.00 X 0 0 0 SUSAN HALSTEN 1.00 X 0 0 0 DARCI HANSEN 1.00 X 0 0 0 BILL HARMON 1.00 X 0 0 0 LESLEE HEINRICHS 1.00 X 0 0 0 NANCY HOPKINS 1.00 X 0 0 0 PATTY HOPPE 1.00 X 0 0 0 RICHARD HORSWELL 1.00 X 0 0 0 AMY JOHNSON 1.00 X 0 0 0 MELISSA KUNDE 1.00 X 0 0 0 JIM LASHER 1.00 X 0 0 0 DAN LENZEN 1.00 X 0 0 0 MIA LEWIS 1.00 X 0 0 0 NORMA MANNING 1.00 X 0 0 0 JOHN MCCULLOCH 1.00 X 0 0 0 LIZA MCQUADE 1.00 X 0 0 0 GLENN MORES 1.00 X 0 0 0 JOHN O'HANLON 1.00 X 0 0 0 MARK OFFENBACHER 1.00 X 0 0 0 FAWN PETETT 1.00 X 0 0 0 BILL POPPINO 1.00 X 0 0 0 CAROLYN POPPINO 1.00 X 0 0 0 KAREN SANDQUIST 1.00 X 0 0 0 BRENDA RAY SCOTT 1.00 X 0 0 0 CARLA STENBERG 1.00 X 0 0 0 KARIS STOUDAMIRE-PHILLIPS 1.00 X 0 0 0 CHERI STULLER 1.00 X 0 0 0 DAVID TODD 1.00 X 0 0 0 JOE WEBER 1.00 X 0 0 0 MARK WILLIAMS 1.00 X 0 0 0 NANCY WOLF 1.00 X 0 0 0 CHERYL ZANDER 1.00 X 0 0 0 JEFF CURTIS 60.00 X 138593 0 0 MARILYN CLINT 40.00 X 92346 0 0 CHRIS O'BRIEN 40.00 X 113534 0 0 344473 0 0 2 0 0 0 SCI 32 5160 SW BEAVERTON-HILLSDALE HWY PORTLAND OR 97221 FLOAT BUILDER 173800 RS MANAGEMENT SERVICES 2410 SE 121ST AVENUE 100 PORTLAND OR 97216 SECURITY, GATE ADMISSIONS 166169 2 3165 166917 19590 170082 FESTIVAL REVENUE 711300 2694258 2694258 2694258 266 266 18165 18165 154658 3165 55670 98988 98988 68310 38548 29762 29762 ROSE GARDEN INCOME 453220 48307 48307 48307 3059828 2712423 48307 129016 X 54834 54834 984533 787813 98360 98360 309518 305873 3645 146259 127101 12301 6857 229697 197453 16122 16122 34481 34481 80828 64662 8083 8083 INFRASTRUCTURE 490300 490300 SECURITY & EMERGENCY 182461 182461 PERMITS & FEES 147609 145708 1901 ADMINISTRATIVE EXPENSES 116801 116801 328793 317918 10875 3106114 2790924 185768 129422 66655 229592 804672 554904 1551489 1542737 61836 50986 49625 156960 18714 0 41499 36124 299252 222346 73336 76906 4809 4809 2672635 2653018 105554 142654 41505 53960 26296 23410 60000 40000 233355 260024 X 846287 791987 1592993 1601007 2439280 2392994 2672635 2653018 -46286 0 X X 0 1 X 1 0 X 224595 220165 338767 307222 269071 1359820 3585396 3876122 2914027 2838205 2694258 15908008 3809991 4096287 3252794 3145427 2963329 17267828 17229 8771 26000 14025 11125 25150 14025 11125 17229 8771 51150 17216678 505 2503 2101 1374 18431 24914 505 2503 2101 1374 18431 24914 36990 38681 41000 48586 48307 213564 3847486 4137471 3295895 3195387 3030067 17506306 0.98350 0.97800 0.00140 0.00040 X 299252 222346 76906 76906 X 5321661 2167615 94218 2261833 3059828 0 3059828 5367947 2167615 94218 2261833 3106114 0 3106114 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 EXPENSE COST OF GOOD SOLD PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE COST OF GOOD SOLD AUCTION SALES 157823 3165 154658 8955 19081 27634 157823 3165 154658 8955 19081 27634 55670 98988 0 SCHOLARSHIPS AWARDED TO COLLEGE-BOUND HIGH SCHOOL SENIORS WHO WERE ELECTED BY THEIR CLASSMATES FOR THE ROSE FESTIVAL COURT. 15 52500 MICHAEL COHEN ATTORNEY 5000 LEGAL SERVICES 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 FINANCE COMMITTEE/EXECUTIVE 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. ALL OTHER FUNCTIONAL EXPENSES FORM 990, PART IX, LINE 24E MEDIA: PROGRAM SERVICE EXPENSES 71,242. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,242. SUPPLIES: PROGRAM SERVICE EXPENSES 68,463. MANAGEMENT AND GENERAL EXPENSES 2,741. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,204. FOOD & BEVERAGE: PROGRAM SERVICE EXPENSES 59,472. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,472. MISCELLANEOUS EXPENSES: PROGRAM SERVICE EXPENSES 48,686. MANAGEMENT AND GENERAL EXPENSES 5,034. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,720. ACTS & APPEARANCES: PROGRAM SERVICE EXPENSES 50,465. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,465. SPONSORSHIP TRADE EXPENSE: PROGRAM SERVICE EXPENSES 19,590. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,590. DONATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,100. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,100. THE GOVERNING BODY DELEGATES THE AUTHORITY TO THE FINANCE COMMITTEE TO OVERSEE ANY AUDIT AND TAX RELATED ISSUES.