CEO

2012-03-06T18:45:01-06:00 2011-10-31 DELAP LLP 5885 MEADOWS ROAD NO 200 LAKE OSWEGO OR 97035 990 2010-11-01 930333036 PORTLAND ROSE FESTIVAL FOUNDATION PORT 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 JEFF CURTIS CEO 5032272681 2012-03-06 1 ALLEN H HARPER 5036974118 2010 2016-02-24 21:20:13Z JEFF CURTIS 5603 SW HOOD AVENUE PORTLAND OR 97239 3469589 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. 127 126 71 3000 41000 5370 166522 338767 3876122 2914027 -3522 2101 177140 168827 4216262 3423722 52500 52500 0 0 826833 925791 0 0 128140 3193537 2339572 4072870 3317863 143392 105859 2365648 2552395 181416 262304 2184232 2290091 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 2907427 52500 2924302 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. 2907427 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 33 0 1 71 1 1

0 0 0 0 0 0 0 0 0 X 127 126 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 0 0 0 OR X JEFF CURTIS 5032272681 1020 SW NAITO PARKWAY PORTLAND OR 97204 MAYOR SAM ADAMS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 RICHARD ALEXANDER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 ROBERT AMES MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MARCIA APPERSON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 PAUL ARAGON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 RICH BAER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 BRETT BAKER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DICK BALSIGER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 KEN BARTELL MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 RON BENNETT MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 FLOYD BENNETT MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 RITA BLADOW MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DOROTHY BOOTHE MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 TERI BOWLES-ATHERTON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 SALLY BROUGHTON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 AL BULLIER JR MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 GWEN BURNS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DARREL BUTTICE MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 GAIL CAMPBELL MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 LARRY CAMPBELL MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DOUG CAPPS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 RON CARR MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 LILY CASIAS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 TEDD CHILLESS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DICK CLARK MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MIKE COHEN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DON CROUCH MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 NORM DANIELS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 AUBREY DAVIS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DIANE DEARDORFF MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 JEFF DEERING MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 CONTESA DIAZ-NICOLAIDIS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 ARIANE DIXON HOPMAN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 LINETTE DOBBINS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 PAUL DOMBROWSKI MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DAN DURKIN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 VICTORIA ELLIS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 BRUCE ELLIS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 JOHN ERICKSON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 SCOTT FOUSER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 GERRY FRANK MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 JIM FRANZEN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 CINDI FRASER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 SARAH FRIEND MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 PEGGY GITTS-HAUCK MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 ROLF GLERUM MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 LESLIE GOODLOW-BALDWIN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 SCOTT GUPTILL MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 SUSAN HALSTEN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 CLAYTON HANNON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DARCI HANSEN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 ROBERT HANSEN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 RAY HANSON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 BILL HARMON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 GEORGE HENDERSON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 BOB HENRY MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 BILL HILDICK MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 NANCY HOPKINS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 PATTY HOPPE MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 TONY HUFFORD MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 AMY JOHNSON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DALE JOHNSON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MARK KARSON MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 GOVERNOR TED KULONGOSKI MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MACK LAI MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 JIM LARPENTEUR MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 JIM LASHER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DAN LENZEN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MIA LEWIS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 BILL LOVE MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 JANET LUEDDEMANN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 HILLMAN LUEDDEMANN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 NORMA MANNING MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MARK MCGIRR MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 LYNNMARIE MCKEOWN FANCHER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 LIZA MCQUADE MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 JEFF MILLER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 TEKE MOHILL MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 GLENN MORES MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 BOB NORDLANDER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MARK OFFENBACHER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 ERNESTINE ORINGDULPH MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 JAMES OSBORNE MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MEREDITH PARK MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 FAYE W PENNY MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 FAWN PETETT MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 BILL POPPINO MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 CAROLYN POPPINO MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 RICHARD RANSOME MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 RON RENTFROW MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 JIM ROBB MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 WANDA ROSENBARGER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 BRENDA RAY SCOTT MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 ROBERT SHEVELAND MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DOYLE SOUDERS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 JEFF STACEY MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 RICK STEINFELD MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 RICHARD STETSONJR MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 KARIS STOUDAMIRE-PHILLIPS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DUDLEY STRAIN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 CHERI STULLER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 BOB SUTTER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 CHRISTEE SWEENEY MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 DAVE SWEENEY MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 THOMAS TAYLOR MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 KATHY TAYLOR MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 ELDON TICHENOR MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 GERRI TISDEL MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 JOHN WALLER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 JOE WEBER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 TYRONE WHITE MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 TIM WILLIAMS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 NANCY WOLF MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 JOHN WYKOFF MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 JEFF CURTIS CEO 60.00 X 100818 0 0 MARILYN CLINT ASSOCIATE EXEC DIRECTOR 60.00 X 86481 0 0 ROSANNA LINNELL FINANCE DIRECTOR 40.00 X 0 0 0 SUE BUNDAY PRESIDENT 1.00 X 0 0 0 TODD JOHNSTON PRESIDENT-ELECT 1.00 X 0 0 0 DAVE TODD VICE PRESIDENT 1.00 X 0 0 0 DR CHAROLD BAER TREASURER 1.00 X 0 0 0 FRANK CHINN VICE TREASURER 1.00 X 0 0 0 ARTHUR DE BOW SECRETARY 1.00 X 0 0 0 187299 0 0 1 0 0 0 0 3000 335767 168300 338767 FESTIVAL REVENUE 711300 2914027 2914027 2914027 2101 2101 10275 10275 102521 3000 30311 72210 72210 60898 15556 45342 45342 ROSE GARDEN INCOME 453220 41000 41000 41000 3423722 2924302 41000 119653 52500 52500 925791 740633 92579 92579 272549 264227 4160 4162 146170 127730 9220 9220 204555 173242 15657 15656 15932 15932 96079 79605 9951 6523 UBIT 241 241 INFRASTRUCTURE 395421 395421 FOOD AND BEVERAGE 297531 297531 SECURITY AND EMERGENCY 174703 174703 IN-KIND EXPENSE 170675 170675 565716 431160 134556 3317863 2907427 282296 128140 62347 45542 576204 653301 1560018 1557175 60965 73772 11860 106233 11223 14150 30779 25388 239953 167928 47443 72025 4809 4809 2365648 2552395 97719 102496 52241 34250 30934 45558 522 80000 181416 262304 X 575473 694841 1608759 1595250 2184232 2290091 2365648 2552395 105859 0 X X 0 1 1 X 0 X 47804 224595 220165 338767 831331 3584204 3585396 3876122 2914027 13959749 3632008 3809991 4096287 3252794 14791080 8629 8629 14025 11125 25150 8629 14025 11125 33779 14757301 300 505 2503 2101 5409 300 505 2503 2101 5409 41888 36990 38681 41000 158559 3674196 3847486 4137471 3295895 14955048 0.98680 0.98670 0.00040 0.00030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 239953 167928 72025 72025 3423722 3317863 105859 0 105859 5183964 1714375 45867 1760242 3423722 0 3423722 5078105 1714375 45867 1760242 3317863 0 3317863 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 $ 30,311 COST OF GOOD SOLD - SOUVENIRS $ 15,556 DESCRIPTION FOR PART XIII LINE 2D INCLUDES: FUNDRAISING EXPENSE $ 30,311 COST OF GOOD SOLD - SOUVENIRS $ 15,556 AUCTION SALES 105521 3000 102521 4786 11185 14340 105521 3000 102521 4786 11185 14340 30311 72210 0 SCHOLARSHIPS AWARDED TO COLLEGE-BOUND HIGH SCHOOL SENIORS WHO WERE ELECTED BY THEIR CLASSMATES FOR THE ROSE FESTIVAL COURT. 15 52500 0 MICHAEL COEHN ATTORNEY 5230 LEGAL SERVICES 0 X 24400 FAIR MARKET VALUE X 6 22265 FAIR MARKET VALUE X PLANTS 1 40000 X COPIER 1 15500 X CITY FEES 1 66135 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 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 24F DONATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 113,450. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 113,450. ADMINISTRATION: PROGRAM SERVICE EXPENSES 108,698. MANAGEMENT AND GENERAL EXPENSES 2,177. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 110,875. MEDIA AND TELECAST: PROGRAM SERVICE EXPENSES 86,934. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,934. PERMIT & FEES: PROGRAM SERVICE EXPENSES 71,505. MANAGEMENT AND GENERAL EXPENSES 2,867. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,372. SUPPLIES: PROGRAM SERVICE EXPENSES 58,660. MANAGEMENT AND GENERAL EXPENSES 12,880. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,540. ACTS & APPEARANCE: PROGRAM SERVICE EXPENSES 69,980. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,980. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 31,736. MANAGEMENT AND GENERAL EXPENSES 3,182. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,918. AWARDS, GIFTS, HONORARIUMS: PROGRAM SERVICE EXPENSES 3,647. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,647. THE GOVERNING BODY DELEGATES THE AUTHORITY TO THE FINANCE COMMITTEE TO OVERSEE ANY AUDIT AND TAX RELATED ISSUES.