2025-03-07T11:41:41-05:00 2023-12-31 931263395 PAULY ROGERS & CO PC 12700 SW 72ND AVENUE TIGARD OR 97223 990 2023-01-01 931069203 EVERGREEN AVIATION AND SPACE MUSEUM EVER 500 NE CAPT MICHAEL KING SMITH WAY MCMINNVILLE OR 97128 SCOT LANEY BOARD MEMBER 5034344185 2024-10-12 true true ROY R ROGERS P00029120 5036202632 2025-03-07 2023 2025-03-06 01:10:19Z X SCOT LANEY 3642107 false X WWW.EVERGREENMUSEUM.ORG X 1994 OR INSPIRE A COMMUNITY FOR INNOVATION AND DISCOVERY, PRESERVE AEROSPACE HISTORY, AND HONOR THOSE WHO SERVE. 20 20 52 177 0 0 655090 403110 1959670 2194060 1599 17609 785982 664521 3402341 3279300 0 0 1631381 1667744 50750 0 150231 1847691 2081289 3529822 3749033 -127481 -469733 5061026 4292765 2848128 2549600 2212898 1743165 INSPIRE A COMMUNITY FOR INNOVATION AND DISCOVERY, PRESERVE AEROSPACE HISTORY, AND HONOR THOSE WHO SERVE. false false 2858742 1997464 THE EVERGREEN AVIATION AND SPACE MUSEUM HOUSES THE HUGHES H-4 HERCULES, BETTER KNOWN AS THE SPRUCE GOOSE, ACCREDITED BY THE ASME AS THE 219TH HISTORICAL MECHANICAL ENGINEERING LANDMARK. IT IS NOW LISTED ON THE NATIONAL PARK SERVICES REGISTER OF HISTORIC PLACES, FURTHER RECOGNIZING ITS HISTORICAL AND ENGINEERING SIGNIFICANCE. THE MUSEUM HOSTED 128,000 VISITORS IN 2023, WORKING TOWARD OUR GOAL OF HELPING TO INFORM AND ENGAGE OUR COMMUNITY. OUR MUSEUM IS A SMITHSONIAN AFFILIATE AND WORKING TOWARD ACCREDITATION WITH THE AAM (AMERICAN ALLIANCE OF MUSEUMS). WITH A MISSION TO INSPIRE A COMMUNITY FOR INNOVATION AND DISCOVERY, PRESERVE AEROSPACE HISTORY, AND HONOR THOSE WHO SERVE. WE DISPLAY 151 EXHIBITS THAT DEPICT AND PRESERVE AROSPACE HISTORY 9808 13268 OUR RESTORATION PROGRAM HONORS OUR VETERANS WITH THE OPPORTUNITY TO BUILD AND RESTORE HISTORICAL AIRCRAFT. IT DISPLAYS PLANES IN VARIOUS STAGES OF COMPLETION, INCLUDING COMPLETELY RESTORED, AND NEEDING ASSEMBLY & FABRICATION. IT GIVES OUR VISITORS A UNIQUE VIEW OF THE RESTORATION PROCESS AND WHAT CAN BE ACHIEVED THROUGH THE CARING HARD WORK OF PASSIONATE VOLUNTEERS. 6218 107722 OUR EDUCATION PROGRAM HOSTED MORE THAN 10,000 STUDENTS, ATTENDING OUR HANDS-ON EDUCATIONAL PROGRAMS FOCUSED ON SCIENCE, TECHNOLOGY, ENGINEERING, ARTS AND MATH (STEAM). OUR EDUCATION PROGRAMS OFFER SEVERAL OPTIONS FOR KIDS TO JOIN US FROM HOME OR IN PERSON, INCLUDING WEEKLY SCHEDULED EVENTS, SUMMER CAMPS, SCOUTS PROGRAMS, VIRTUAL FIELD TRIPS, MUSEUM @ HOME, AND A THEATER. OUR MUSEUM TOURS PROGRAM OFFERS VISITORS A UNIQUE OPPORTUNITY TO TOUR OUR MUSEUM WITH OUR EXPERT DOCENTS AND VOLUNTEERS, OF WHOM MANY ARE VETERAN PILOTS THEMSELVES AND CAN OFFER FIRSTHAND EXPERIENCE AND STORIES. 2874768 true true false false false false false true false true true false false false true false true false false false false false false false false false false false false true false false false true false false false false true false false false false false false false false true 11 0 true 52 true true true false false false false true true false false false false false false X 20 20 false false false false false false false true true false false true true true true true true true false false OR X X X KRISTINE HEPPNER 5034344185 500 NE CAPT MICHAEL KING SMITH WAY MCMINNVILLE OR 97128 TYSON WEINERT FORMER CEO 60.00 0.00 X 209610 0 6645 TERRY HOWELL VP OF OPERATIONS 50.00 0.00 X 110404 0 6753 RON NOBLE MEMBER 0.31 0.00 X 0 0 0 PAUL BREWER HIRINGEXEC COMMITTEE MEMBER 1.62 0.00 X 0 0 0 BARRY BROWN MEMBERDOCENT 0.23 0.00 X 0 0 0 JUDGE MICHAEL HOGAN MEMBER 0.62 0.00 X 0 0 0 GREG WOOLDRIDGE MEMBER 0.15 0.00 X 0 0 0 DAVID RATH HIRINGEXEC COMMITTEE MEMBER 1.65 0.00 X 0 0 0 DENNIS ODONOGHUE MEMBER 0.15 0.00 X 0 0 0 VALERIE WEBB MEMBER 0.15 0.00 X 0 0 0 BUD VARTY MEMBERDOCENT 2.62 0.00 X 0 0 0 PAUL GELINAS MEMBER 0.62 0.00 X 0 0 0 WAYNE MARSCHALL HIRINGFINANCEEXEC COMMITTEE 2.04 0.00 X 0 0 0 GARY MORTENSON DIRECTOR 2.62 0.00 X 0 0 0 BARRY GREENBERG EXEC COMMITTEE MEMBER 2.19 0.00 X 0 0 0 SHASHI JAIN MEMBERINTERIM CEO 1.85 0.00 X 0 0 0 KABIR BHATIA MEMBER 0.31 0.00 X 0 0 0 DAVID BIBBEE MEMBER 0.65 0.00 X 0 0 0 ADRIENNE ROARK MEMBER 0.31 0.00 X 0 0 0 ERIC AEBI TREASURERSECRETARY 1.54 0.00 X X 0 0 0 PAT COX BOARD VICE CHAIR 3.54 0.00 X X 0 0 0 PAM LEAVITT BOARD CHAIR 3.79 0.00 X X 0 0 0 SCOT LANEY MEMBER 0.10 0.00 X X 0 0 0 MOHAN NAIR EXECUTIVE COMMITTEE 1.25 0.00 X X 0 0 0 320014 0 13398 2 false true false BETTERMEANT LLC 515 NW SALTZMAN RD STE 754 PORTLAND OR 97229 FINANCIAL SERVICES 119201 1 101293 301817 91304 403110 ADMISSIONS 900099 1997464 1997464 MEMBERSHIPS 900099 88874 88874 EDUCATION 900099 107722 107722 2194060 17609 17609 6290 3020 3270 3270 540875 359787 181088 181088 OTHER REVENUE 900099 362065 362065 EVENTS 900099 118098 118098 480163 3279300 2737213 0 138977 333412 261376 72036 1085787 901292 133246 51249 118280 77046 30095 11139 130265 84759 35402 10104 122137 122137 173003 142572 30431 38311 23991 14320 917609 835217 82392 4624 3943 681 186302 186302 CONTRACT SERVICES 362666 274784 87882 OTHER EXPENSES 137359 90248 47111 RESTRICTED FUND EXPENSES 70272 70272 EVENT EXPENSES 18576 18576 50430 43629 1098 5703 3749033 2874768 724034 150231 776832 742529 1182194 733403 50377 879 128566 138497 48843 35632 5851537 3210965 2872961 2640572 1253 1253 5061026 4292765 324621 315827 37175 61875 350000 200000 2136332 1971898 2848128 2549600 X 1869486 1428937 343412 314228 2212898 1743165 5061026 4292765 -469733 0 X false true X true false X 144224 297998 2659557 1009375 409400 4520554 2729542 919722 1366028 1782722 1997464 8795478 286744 54330 11750 60889 118098 531811 3160510 1272050 4037335 2852986 2524962 13847843 17855 17855 17855 17855 13829988 118 37 293 1599 17609 19656 118 37 293 1599 17609 19656 3160628 1272087 4037628 2854585 2542571 13867499 0.99730 0.99710 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X false 158398 158398 158398 158398 154984 3414 158398 101013 53971 154984 101013 101013 false false 2181308 1927627 253681 1195771 861198 334573 2474458 422140 2052318 2640572 OPERATING LEASE LIABILITY 1964487 OTHER LIABILITIES 7411 1971898 3642107 3642107 -362807 -362807 3279300 4111840 4111840 -362807 -362807 3749033 Endowment funds intended uses (Part V, line 4) THE EARNINGS FROM THE ENDOWMENT MUST BE USED ON EDUCATIONAL PROGRAMS. Other revenues included on Form 990 (Part XI, line 4b) COST OF GOODS SOLD - $359,787FUNDRAISING EXPENSES - $3,020 Other expenses included on Form 990 (Part XII, line 4b) COST OF GOODS SOLD - $359,787FUNDRAISING EXPENSES - $3,020 X X X false false false false false false false false false TYSON WEINERT FORMER CEO 209610 6645 216255 WILLIAM H STOLLER FAMILY TRUST SUBSTANTIAL CONTRIB OPERATIONAL FUNDING X 200000 200000 false true true 200000 Supplemental Information for Schedule L (A) NAME OF PERSON: WILLIAM H. STOLLER FAMILY TRUST(B) RELATIONSHIP WITH ORGANIZATION: SUBSTANTIAL CONTRIBUTOR(C) PURPOSE OF LOAN: OPERATIONAL FUNDING X 11 1095 COMPARABLE SALES X AIR JACKS 1 20000 COMPARABLE SALES X MS FLIGHT SIMULATOR 5 1095 COMPARABLE SALES X DONATED ADMISSION TICKETS 3142 69114 COMPARABLE SALES Amended return information EVERGREEN AVIATION & SPACE MUESUM WANTS POTENTIAL DONORS TO KNOW THAT COPIES OF THIER 990 IS AVAILABLE ON THEIR OWN WEBSITE AS WELL AS OTHER WEBSITES, NOT JUST BY REQUEST. THIS RETURN IS BEING AMENDED TO REFLECT THOSE CHANGES ON ON PART VI, SECTION C OF THE 990. Form 990 governing body review Part VI line 11 COMPLETED FORM 990 IS REVIEWED BY CEO, CFO, FINANCE MANAGER, TREASURER & CHAIRPERSON. Conflict of interest policy compliance Part VI 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 COMPLETED DEC 2022 AND EACH BOARD MEMBERS REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY WHICH WAS APPROVED SEPTEMBER 10 2019. THE CONFLICT OF INTEREST REVIEW WITH THE OFFICERS HAS BEEN CONDUCTED BY THE MUSEUM COUNSEL AS NEEDED. CEO executive director top management comp Part VI line 15a THE BOARD OF DIRECTORS APPROVES THE COMPENSATION PACKAGE FOR THE CEO, CFO, AND FINANCE DIRECTOR AFTER DELIBERATION WITH INDEPENDENT SOURCES AND COMPARISONS TO PREVAILING MARKET CONDITIONS. THE LAST TIME THIS PROCESS WAS UNDERTAKEN WAS IN DECEMBER 2022 FOR THE CEO. Governing documents etc available to public Part VI line 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST, WHILE FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.