2013-03-13T16:46:35-05:00 2012-10-31 930418710 DELAP LLP 5885 MEADOWS ROAD NO 200 LAKE OSWEGO OR 97035 990 2011-11-01 930333036 PORTLAND ROSE FESTIVAL FOUNDATION PORT 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 JEFF CURTIS 5032272681 2013-03-09 1 ALLEN H HARPER P00217332 5036974118 2011 2016-02-25 16:41:14Z JEFF CURTIS 5603 SW HOOD AVENUE PORTLAND OR 97239 3395047 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. 57 57 21 3000 48586 2002 338767 307222 2914027 2838205 2101 1374 168827 180888 3423722 3327689 52500 52500 0 0 925791 1007430 0 0 131573 2339572 2118570 3317863 3178500 105859 149189 2552395 2672635 262304 233355 2290091 2439280 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 2835097 52500 2857568 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. 2835097 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 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 5 0 1 21 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 57 57 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 BRETT BAKER 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 TEDD CHILLESS 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 ARIANE DIXON HOPMAN 1.00 X 0 0 0 LINETTE DOBBINS 1.00 X 0 0 0 PAUL DOMBROWSKI 1.00 X 0 0 0 VICTORIA ELLIS 1.00 X 0 0 0 BRUCE ELLIS 1.00 X 0 0 0 JOHN ERICKSON 1.00 X 0 0 0 GREG FRITZ 1.00 X 0 0 0 SCOTT FOUSER 1.00 X 0 0 0 CINDI FRASER 1.00 X 0 0 0 SARAH FRIEND 1.00 X 0 0 0 PEGGY GITTS-HAUCK 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 ROBERT HANSEN 1.00 X 0 0 0 BILL HARMON 1.00 X 0 0 0 LESLEE HEINRICHS 1.00 X 0 0 0 BOB HENRY 1.00 X 0 0 0 NANCY HOPKINS 1.00 X 0 0 0 PATTY HOPPE 1.00 X 0 0 0 TONY HUFFORD 1.00 X 0 0 0 AMY JOHNSON 1.00 X 0 0 0 MARK KARSON 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 PETER MACK 1.00 X 0 0 0 NORMA MANNING 1.00 X 0 0 0 LYNNMARIE MCKEOWN FANCHER 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 ERNESTINE ORINGDULPH 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 WANDA ROSENBARGER 1.00 X 0 0 0 BRENDA RAY SCOTT 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 JOHN WALLER 1.00 X 0 0 0 JOE WEBER 1.00 X 0 0 0 NANCY WOLF 1.00 X 0 0 0 JEFF CURTIS 60.00 X 128985 0 0 MARILYN CLINT 60.00 X 86805 0 0 ROSANNA LINNELL 60.00 X 61226 0 0 SUE BUNDAY 1.00 X 0 0 0 TODD JOHNSTON 1.00 X 0 0 0 CHAROLD BAER 1.00 X 0 0 0 FRANK CHINN 1.00 X 0 0 0 ARTHUR DE BOW 1.00 X 0 0 0 MIKE COHEN 1.00 X 0 0 0 277016 0 0 1 0 0 0 RS MANAGEMENT SERVICES 2410 SE 121ST AVE 100 PORTLAND OR 97216 SECURITY 161789 SCI 32 5160 SW BEAVERTON-HILLSDALE HWY PORTLAND OR 97221 FLOAT BUILDER 147000 2 307222 140350 307222 FESTIVAL REVENUE 711300 2838205 2838205 2838205 1374 1374 19363 19363 114677 43507 71170 71170 65620 23851 41769 41769 ROSE GARDEN INCOME 453220 48586 48586 48586 3327689 2857568 48586 114313 X 52500 52500 1007430 805943 100743 100744 306360 293662 6349 6349 156816 132690 12063 12063 229627 198168 15730 15729 26582 26582 75382 69950 8744 -3312 UBIT 300 300 INFRASTRUCTURE 429716 429716 SECURITY AND EMERGENCY 196871 196871 IN-KIND EXPENSE 140350 140350 556566 515247 41319 3178500 2835097 211830 131573 45542 66655 653301 804672 1557175 1551489 73772 61836 106233 49625 14150 18714 25388 41499 267846 194510 72025 73336 4809 4809 2552395 2672635 102496 105554 34250 41505 45558 26296 80000 60000 262304 233355 X 694841 846287 1595250 1592993 2290091 2439280 2552395 2672635 149189 0 X X 0 1 1 X 0 X 47804 224595 220165 338767 307222 1138553 3584204 3585396 3876122 2914027 2838205 16797954 3632008 3809991 4096287 3252794 3145427 17936507 8629 20252 28881 14025 11125 25150 8629 14025 11125 20252 54031 17882476 300 505 2503 2101 1374 6783 300 505 2503 2101 1374 6783 41888 36990 38681 41000 48586 207145 3674196 3847486 4137471 3295895 3195387 18150435 0.98520 0.98680 0.00040 0.00040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 267846 194510 73336 73336 3327689 3178500 149189 149189 5654182 2259135 67358 2326493 3327689 0 3327689 5504993 2259135 67358 2326493 3178500 0 3178500 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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. DESCRIPTION FOR PART XII LINE 2D INCLUDES: FUNDRAISING EXPENSE $ 43,507 COST OF GOOD SOLD - SOUVENIRS $ 23,851 DESCRIPTION FOR PART XIII LINE 2D INCLUDES: FUNDRAISING EXPENSE $ 43,507 COST OF GOOD SOLD - SOUVENIRS $ 23,851 AUCTION SALES 114677 0 114677 8280 15739 19488 114677 114677 8280 15739 19488 43507 71170 0 SCHOLARSHIPS AWARDED TO COLLEGE-BOUND HIGH SCHOOL SENIORS WHO WERE ELECTED BY THEIR CLASSMATES FOR THE ROSE FESTIVAL COURT. 15 52500 MICHAEL A COHEN ATTORNEY 3023 LEGAL SERVICES 0 X 3000 FAIR MARKET VALUE X 6 22350 FAIR MARKET VALUE X EVENT DECOR 1 40000 X CITY FEES 1 75000 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 CONFLICT OF INTEREST POLICY IS SIGNED EVERYTIME A NEW DIRECTOR IS APPOINTED. FORM 990, PART VI, SECTION B, LINE 15A THE CEOS SALARY IS DETERMINED BY THE FINANCE COMMITTEE/EXECUTIVE COMMITTEE. THIS IS COMPLETED BY USING DATA FROM OTHER COMPARABLE FESTIVALS 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 X, LINE 24E ADMINISTRATION: PROGRAM SERVICE EXPENSES 108,397. MANAGEMENT AND GENERAL EXPENSES -2,620. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 105,777. SUPPLIES: PROGRAM SERVICE EXPENSES 78,531. MANAGEMENT AND GENERAL EXPENSES 14,645. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 93,176. PERMIT AND FEES: PROGRAM SERVICE EXPENSES 85,116. MANAGEMENT AND GENERAL EXPENSES 1,718. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,834. ACTS AND APPEARANCE: PROGRAM SERVICE EXPENSES 82,075. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,075. MEDIA AND TELECAST: PROGRAM SERVICE EXPENSES 72,636. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,636. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 44,178. MANAGEMENT AND GENERAL EXPENSES 4,848. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,026. FOOD AND BEVERAGE: PROGRAM SERVICE EXPENSES 44,314. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,314. DONATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,728. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,728. THE GOVERNING BODY DELEGATES THE AUTHORITY TO THE FINANCE COMMITTEE TO OVERSEE ANY AUDIT AND TAX RELATED ISSUES.