2025-03-14T09:09:34-05:00 2024-10-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2023-11-01 930333036 PORTLAND ROSE FESTIVAL FOUNDATION PORT 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 MARILYN CLINT CEO 5032272681 2025-03-12 1 1 SANG AHN P00540880 5032270581 2023 2025-03-06 01:10:19Z MARILYN CLINT 1020 SW NAITO PARKWAY PORTLAND OR 97204 3282977 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. 63 63 48 2500 66659 2506 262979 292104 3066477 2608535 54194 83912 373944 232125 3757594 3216676 53610 53332 0 0 1322214 1457715 0 0 81227 2992361 2812043 4368185 4323090 -610591 -1106414 3689872 2662276 200563 279381 3489309 2382895 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 3215562 53332 2748467 FOR 118 YEARS, THE PORTLAND ROSE FESTIVAL HAS PLAYED A VITAL ROLE IN BRINGING THE CITY TOGETHER, PROVIDING A SENSE OF UNITY AND CELEBRATION IN THE FACE OF HISTORIC CHALLENGES. AS PORTLAND'S OFFICIAL FESTIVAL, IT HAS CONTINUED TO INSPIRE THE COMMUNITY WITH SIGNATURE EVENTS SUCH AS THE GRAND FLORAL PARADE, STARLIGHT PARADE, JUNIOR PARADE, QUEEN'S CORONATION, CITYFAIR, AND FLEET WEEK. THE FESTIVAL REMAINS A POWERFUL FORCE IN REVITALIZING PORTLAND, WELCOMING BOTH RESIDENTS AND VISITORS TO CELEBRATE THE CITY'S FLORAL HERITAGE AND STRONG COMMUNITY SPIRIT, WHILE REINFORCING THE BONDS THAT CONNECT US ALL. 3215562 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 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 85 0 48 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 X 63 63 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 OR X MARILYN CLINT 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 MARILYN CLINT CEO 40.00 X 188462 0 14802 NICHOLAS BRODNICKI COO 40.00 X 159226 0 3937 TANYA WILKINS CFO 40.00 X 111838 0 14478 CONTESA DIAZ-NICOLAIDIS PRESIDENT 1.00 X X 0 0 0 JEREMY EMERSON PRESIDENT-ELECT 1.00 X X 0 0 0 DAYNA KIRK VICE PRESIDENT 1.00 X X 0 0 0 MELISSA DAMM TREASURER 1.00 X X 0 0 0 DAVE COHEN SECRETARY 1.00 X X 0 0 0 JJ SPRIET ASSISTANT - TREASURER 1.00 X X 0 0 0 AMY BARSS DIRECTOR 1.00 X 0 0 0 AMY JOHNSON DIRECTOR 1.00 X 0 0 0 ANJENE BRYANT DIRECTOR 1.00 X 0 0 0 BREANNA JACKSON DIRECTOR 1.00 X 0 0 0 BRENDA RAY SCOTT DIRECTOR 1.00 X 0 0 0 CARLA STENBERG DIRECTOR 1.00 X 0 0 0 CHERYL ZANDER DIRECTOR 1.00 X 0 0 0 COREY HANSON DIRECTOR 1.00 X 0 0 0 DAN LENZEN DIRECTOR 1.00 X 0 0 0 DAVE KECKES-CHARTREY DIRECTOR 1.00 X 0 0 0 DAVID COHEN DIRECTOR 1.00 X 0 0 0 DAVID MCCALL DIRECTOR 1.00 X 0 0 0 DAYROL GRIFFIN DIRECTOR 1.00 X 0 0 0 E'AN TODD DIRECTOR 1.00 X 0 0 0 EBONY FOREMAN DIRECTOR 1.00 X 0 0 0 ELIZABETH NYE DIRECTOR 1.00 X 0 0 0 ERICA BALDWIN JACKSON DIRECTOR 1.00 X 0 0 0 FRANCIS DOO DIRECTOR 1.00 X 0 0 0 GENEANE STAHL DIRECTOR 1.00 X 0 0 0 GORDON WALKER DIRECTOR 1.00 X 0 0 0 HEAVENLY LITTLETON DIRECTOR 0.00 X 0 0 0 HELEN LEWIS DIRECTOR 1.00 X 0 0 0 JACK WEAST DIRECTOR 1.00 X 0 0 0 JAMAL FOX DIRECTOR AT LARGE 1.00 X 0 0 0 JASMINE GOODWIN DIRECTOR 1.00 X 0 0 0 JEFF DEERING DIRECTOR 1.00 X 0 0 0 JEFFREY FARNSWORTH DIRECTOR 1.00 X 0 0 0 JOHN JOHNSON DIRECTOR 1.00 X 0 0 0 KARIS STOUDAMIRE-PHILLIPS DIRECTOR 1.00 X 0 0 0 KIRK NEWELL DIRECTOR 1.00 X 0 0 0 LINDA GUNSELMAN DIRECTOR 1.00 X 0 0 0 LINDA SHERON DIRECTOR 1.00 X 0 0 0 LINDA SPAULDING DIRECTOR 1.00 X 0 0 0 LISA DUVALL DIRECTOR 1.00 X 0 0 0 MARLO ECKERT DIRECTOR 1.00 X 0 0 0 MARY ABBOTT PORTILLO DIRECTOR 1.00 X 0 0 0 MIKE COHEN DIRECTOR 1.00 X 0 0 0 NANCY WOLF DIRECTOR 1.00 X 0 0 0 NATASHA HOLSTEIN DIRECTOR 1.00 X 0 0 0 PAUL DAVIS DIRECTOR 1.00 X 0 0 0 PETER MACK DIRECTOR 1.00 X 0 0 0 RAY HANSON DIRECTOR 1.00 X 0 0 0 RICHARD RANSOME DIRECTOR 1.00 X 0 0 0 ROBERT MCCONVILLE DIRECTOR 1.00 X 0 0 0 RON CARR DIRECTOR 1.00 X 0 0 0 SCOTT GUPTILL DIRECTOR 1.00 X 0 0 0 SETH WICKREMARACHCHI DIRECTOR 1.00 X 0 0 0 STEVEN NEMER DIRECTOR 1.00 X 0 0 0 SUSAN HALSTEN DIRECTOR 1.00 X 0 0 0 TAM ALLISON DIRECTOR 1.00 X 0 0 0 TERRI NORWOOD DIRECTOR 1.00 X 0 0 0 THOM FALLER DIRECTOR 1.00 X 0 0 0 TIM WELLS DIRECTOR 1.00 X 0 0 0 TOSHIKO SEEMAN DIRECTOR 1.00 X 0 0 0 TREVOR LAINE DIRECTOR 1.00 X 0 0 0 VALERIE NIAS DIRECTOR 1.00 X 0 0 0 VERONICA VAZQUEZ DIRECTOR 1.00 X 0 0 0 459526 0 33217 3 0 1 0 TCB - MICHEAL GOFF 4909 OREGON COAST HWY SUITE 1 SOUTH BEACH OR 97366 SECURITY/MEDICAL DURING FESTIVAL 198747 1 64950 50000 177154 23110 292104 FESTIVAL REVENUE 711300 1163081 1163081 ADMISSIONS 711300 733369 733369 CARNIVAL 711300 399137 399137 FOOD AND BEVERAGE 711300 237762 237762 ENTRY AND EXHIBIT FEES 711300 75186 75186 2608535 83912 83912 54762 64950 66301 -11539 -11539 20585 0 20585 20585 MISCELLANEOUS 900003 136938 120450 16488 ROSE GARDEN INCOME 459420 66659 66659 REIMBURSED EXPENSES 900003 19482 19482 223079 3216676 2748467 66659 109446 X 53332 53332 474739 187308 239957 47474 802052 523673 254079 24300 17795 10316 6599 880 82993 48115 30770 4108 80136 44758 30913 4465 20719 20719 21400 21400 497150 477599 19551 62652 56022 6630 133788 65506 68282 11628 11628 46636 46636 87231 17592 69639 FACILITIES AND RENTALS 781057 605109 175948 INFRASTRUCTURE 455987 455987 SECURITY 254272 254272 LICENSES AND PERMITS 231999 231999 207524 183974 23550 4323090 3215562 1026301 81227 -26831 35228 2212960 1222964 20099 60285 29059 0 2534 191 392473 243753 195356 148720 1226368 1164561 30327 30327 3689872 2662276 115166 192207 57777 70609 27620 16565 200563 279381 X 2205164 1147725 1284145 1235170 3489309 2382895 3689872 2662276 -1106414 0 X X 0 0 0 X 253139 743838 3477242 262979 292104 5029302 106230 109677 113232 116895 120666 566700 359369 853515 3590474 379874 412770 5596002 273494 5322508 1072 1179 1205 54194 83912 141562 10741 23910 38466 204314 66659 344090 100442 129517 363198 148477 177005 918639 7000293 9921181 0.76030 0.76570 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MERCHANDISE SALES - 2019 AMOUNT: $ -6,708. 2020 AMOUNT: $ 3,426. 2021 AMOUNT: $ 52,418. 2022 AMOUNT: $ 22,082. 2023 AMOUNT: $ 20,585. OTHER INCOME - 2019 AMOUNT: $ 107,150. 2020 AMOUNT: $ 126,091. 2021 AMOUNT: $ 310,780. 2022 AMOUNT: $ 126,395. 2023 AMOUNT: $ 156,420. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 192473 183753 8720 200000 60000 140000 148720 X PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 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. AUCTION 119712 64950 54762 11676 25291 4149 25185 119712 64950 54762 11676 25291 4149 25185 66301 -11539 0 SCHOLARSHIPS AWARDED TO COLLEGE-BOUND HIGH SCHOOL SENIORS WHO WERE ELECTED BY THEIR CLASSMATES FOR THE ROSE FESTIVAL COURT 15 52500 X 1 1 X X X 0 0 0 0 0 0 0 0 0 MARILYN CLINT CEO 188462 0 0 0 0 0 7538 0 7264 0 203264 0 0 0 NICHOLAS BRODNICKI COO 149226 0 10000 0 0 0 3617 0 320 0 163163 0 0 0 PART I, LINE 1A MARILYN CLINT - CONTRACT ENTITLES HER TO TRAVEL UP TO 2 COMPANIONS PER YEAR (AIRFARE ONLY). PART I, LINE 1B YES THERE IS A WRITTEN POLICY. FORM 990, PART VI, SECTION A, LINE 2 BRUCE ELLIS AND VALERIE NIAS HAVE A FAMILIAL RELATIONSHIP. EBONY FOREMAN, ERICA BALDWIN JACKSON, AND LESLIE GOODLOW HAVE A FAMILIAL RELATIONSHIP. MARK MCGIRR AND KIRK NEWELL HAVE A FAMILIAL RELATIONSHIP. STEVEN NEMBER AND RICK STEINFELD HAVE A FAMILIAL RELATIONSHIP. DAVE TODD AND E'AN TODD HAVE A FAMILIAL RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE 990 BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS SIGNED EACH TIME A NEW DIRECTOR IS APPOINTED. WHEN A POTENTIAL CONFLICT ARISES, WE HAVE THEM FILL OUT A CONFLICT OF INTEREST FORM. 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 SHE HAS A 3 YEAR CONTRACT DETERMINED. OTHER EMPLOYEES' SALARY IS DECIDED BY THE CEO AND OFFICER 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 POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE HEADQUARTER OFFICE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 310,027. MANAGEMENT AND GENERAL EXPENSES 4,149. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 314,176. CONSULTANT FEES: PROGRAM SERVICE EXPENSES 96,500. MANAGEMENT AND GENERAL EXPENSES 2,140. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,640. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 71,072. MANAGEMENT AND GENERAL EXPENSES 13,262. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,334. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.