2025-04-02T22:49:10-05:00 2024-06-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2023-07-01 930576289 PITTOCK MANSION SOCIETY PITT 5038233623 3229 NW PITTOCK DRIVE PORTLAND OR 97210 HILLARY DIXON TREASURER 5038233625 2025-04-02 1 YEE LEE MCGEE P01294356 5032222515 2023 2025-03-06 01:10:19Z HILLARY DIXON 3229 NW PITTOCK DRIVE PORTLAND OR 97210 1484716 0 X HTTPS://PITTOCKMANSION.ORG/ X 1968 OR THE PITTOCK MANSION SOCIETY IS A 501(C)(3) NON-PROFIT ORGANIZATION. THE MISSION OF THE PITTOCK MANSION SOCIETY IS TO INSPIRE UNDERSTANDING AND STEWARDSHIP OF PORTLAND HISTORY THROUGH PITTOCK MANSION, ITS COLLECTIONS, AND PROGRAMS. PITTOCK MANSION IS A HISTORIC HOUSE MUSEUM IN PORTLAND, OREGON OPERATED BY THE PITTOCK MANSION SOCIETY IN COLLABORATION WITH PORTLAND PARKS & RECREATION. 10 10 30 131 0 0 365722 194055 958798 1082416 39280 32675 90742 110746 1454542 1419892 0 0 0 0 1032676 973775 0 0 205941 436066 488385 1468742 1462160 -14200 -42268 1815108 1937137 77423 47254 1737685 1889883 X TO INSPIRE UNDERSTANDING AND STEWARDSHIP OF PORTLAND HISTORY THROUGH THE PITTOCK MANSION, IT'S COLLECTIONS AND PROGRAMS. 0 0 914739 1193162 DURING FISCAL YEAR '24, PITTOCK MANSION, A HISTORIC HOUSE MUSEUM WITH TWO OTHER HISTORIC BUILDINGS WHICH ARE PART OF THE ESTATE, WAS OPEN 331 DAYS TO THE PUBLIC SEVEN DAYS A WEEK. THE MUSEUM WAS CLOSED FOR A TOTAL OF 34 DAYS WITH 21 DAYS IN JANUARY FOR ANNUAL MAINTENANCE, 3 DAYS FOR THE HOLIDAYS, AND ABOUT 10 INCLEMENT WEATHER DAYS DUE TO HEAT/SNOW. DURING THE YEAR THE MUSEUM WELCOMED OVER 92,000 VISITORS INSIDE THE BUILDINGS, WHICH INCLUDED MORE THAN 8000 YOUTH. IN ADDITION, THOUSANDS OF LOCAL, DOMESTIC AND INTERNATIONAL VISITORS VISITED THE ESTATE GROUNDS, WHICH ARE FREE TO THE PUBLIC BEING PART OF FOREST PARKS AND THE POPULAR VIEWPOINT. CONTINUED ON SCHEDULE O.FISCAL YEAR '24 WAS A SIGNIFICANT YEAR AS THE MUSEUM BEGAN IMPLEMENTING PHASE ONE OF ITS MULTI-YEAR TRANSFORMATION VISION PITTOCK 2.0 WITH ITS FIVE KEY FOCUS AREAS: INFRASTRUCTURE, COMMUNITY ENGAGEMENT, FINANCIAL SUSTAINABILITY, COLLECTIONS STEWARDSHIP AND HISTORIC PRESERVATION. FY24'S PRIMARY FOCUS WAS ON INFRASTRUCTURE IMPROVEMENTS AND EXPANDING COMMUNITY ENGAGEMENT INITIATIVES WHILE CONTINUING WITH PRESERVATION AND COLLECTIONS CARE ACTIVITIES WHICH ARE CORE PART OF THE MUSEUM'S MISSION. 65055 CARE OF COLLECTIONS AND PRESERVATION:CONTINUED CARE AND CLEANING OF THE ENTIRE 16,000 SQUARE FOOT OF THE MANSION AND THE GATE LODGE INCLUDING ANNUAL CLEANING OF ALL DISPLAYED ARTIFACTS IN MORE THAN 30 ROOMS. RESTORATION OF ARTIFACTS AND FURNITURE AS NEEDED. DEVELOPING A COMPREHENSIVE PRESERVATION PLAN FOR ADDRESSING MAJOR CAPITAL BUILDING NEEDS.CONTINUED ON SCHEDULE O.* DURING THE REPORTING PERIOD, THE CITY OF PORTLAND, OWNER OF THE PITTOCK MANSION, IN COLLABORATION WITH PITTOCK MANSION SOCIETY CONTINUED WITH REGULAR MAINTENANCE OF THE HISTORIC BUILDINGS AND GROUNDS WHICH INCLUDED TWO DEDICATED WEEKS OF ANNUAL MAINTENANCE WORK. MUSEUM STAFF CONTINUED TO TAKE CARE OF ITS COLLECTION OF 7000 PLUS ARTIFACTS, WHICH ARE ON DISPLAY IN THE MANSION AS WELL AS IN THE STORAGE WITH REGULAR CLEANING OF ALL THE ARTIFACTS ON DISPLAY, CONDITION MONITORING AND NECESSARY MITIGATION OF ARTIFACTS IN STORAGE AND DATABASE MANAGEMENT. THE MUSEUM'S COLLECTION COMMITTEE HELD REGULAR MEETINGS WITH STAFF DISCUSSING ACCESSIONING/DEACCESSIONING AND THE NEED TO CONTINUE BETTER STEWARDSHIP OF THE COLLECTIONS.* DURING THIS YEAR THE SOCIETY ALSO REORGANIZED ITS PRESERVATION COMMITTEE, RECRUITING NEW MEMBERS WITH DISTINCT EXPERTISE AND AS A GROUP IDENTIFIED HIGH PRIORITY PRESERVATION NEEDS OF THE MANSION. MUSEUM STAFF AND BOARD MEMBERS ALSO HELD TALKS WITH SENIOR LEADERSHIP OF THE CITY PARKS BUREAU HIGHLIGHTING THE URGENCY TO ADDRESS THE AGING CONDITION OF THE HISTORIC BUILDINGS. 979794 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 12 0 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 OR X PAULA GANGOPADHYAY 9712842386 3229 NW PITTOCK DRIVE PORTLAND OR 97210 ROY FOX BOARD PRESIDENT 3.00 X X 0 0 0 BARBARA GIBBS BOARD VICE PRESIDENT 3.00 X X 0 0 0 JEFF CONDIT BOARD SECRETARY 3.00 X X 0 0 0 HILLARY DIXON BOARD TREASURER 3.00 X X 0 0 0 CHARLES ADAMS BOARD MEMBER 2.00 X 0 0 0 KATHERINE ESTRADA BOARD MEMBER 2.00 X 0 0 0 ANNE HANCHEK BOARD MEMBER 2.00 X 0 0 0 LARA C MILLER BOARD MEMBER 2.00 X 0 0 0 WENDA TAI BOARD MEMBER 2.00 X 0 0 0 DONNA TYNER BOARD MEMBER 2.00 X 0 0 0 PAULA GANGOPADHYAY CEO 40.00 X 120000 0 12499 CATHERINE DOW DIR. OF FINANCE AND ADMINISTRATION 40.00 X 52308 0 9822 172308 0 22321 1 0 0 0 0 42470 151585 10382 194055 ADMISSIONS INCOME 900099 1061363 1061363 PUBLIC PROGRAMS 900099 16202 16202 VENUE RENTAL 611420 4851 4851 1082416 32675 32675 175570 64824 110746 110746 1419892 1193162 0 32675 X 208660 148148 31299 29213 618871 439398 92831 86642 9165 6507 1375 1283 57861 41082 8679 8100 79218 56245 11883 11090 138 138 16450 16450 10288 10288 148044 88826 37011 22207 32613 19568 8153 4892 62715 37629 15679 9407 43269 25962 10817 6490 459 275 115 69 3828 2297 957 574 26510 15906 6627 3977 9932 5959 2483 1490 EQUIPMENT, REPAIRS, AND 53836 32302 13459 8075 BANK CHARGES AND FEES 51679 51679 STAFF AND VOLUNTEER EXP 13764 120 3102 10542 BAD DEBT 10045 6027 2511 1507 4815 1864 2568 383 1462160 979794 276425 205941 3827 356500 390631 600 53494 53749 7168 6087 323979 286340 64150 37639 1295838 1482562 1815108 1937137 76891 46589 532 665 77423 47254 X 1349456 1494604 388229 395279 1737685 1889883 1815108 1937137 -42268 192687 1779 0 X 0 0 0 X 157539 778706 540707 365722 194055 2036729 973275 371670 1018357 1118185 1257986 4739473 1130814 1150376 1559064 1483907 1452041 6776202 11775 22675 27610 170619 33243 265922 0 11775 22675 27610 170619 33243 265922 6510280 41846 21689 23995 31731 32675 151936 41846 21689 23995 31731 32675 151936 8321 325 390 1483 10519 112 112 1181093 1172390 1583449 1517121 1484716 6938769 0.93820 0.96150 0.02190 0.03000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 112. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 95205 12824 108029 80814 14391 95205 78508 2306 80814 65143 13365 78508 64392 940 -189 65143 1.00000 0 0 60102 42366 17736 263877 243974 19903 37639 PART III, LINE 1A: PITTOCK MANSION SOCIETY HAS NOT PREPARED FINANCIAL STATEMENTS WITH FOOTNOTES; IF PREPARED, THE FOOTNOTE WOULD BE EXPECTED TO READ: PITTOCK MANSION SOCIETY OPERATES A HISTORIC HOUSE MUSEUM AND IS RESPONSIBLE FOR THE CONSERVATION AND MANAGEMENT OF THE COLLECTION OF ANTIQUE FURNITURE, DECORATIVE ART, FIND ART, PHOTOGRAPHS, AND HISTORIC DOCUMENTS WITHIN PITTOCK MANSION. CONSISTENT WITH THE POLICY FOLLOWED BY MANY MUSEUMS AND HISTORICAL SOCIETIES, AND AS PERMITTED UNDER THE GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, CONTRIBUTIONS OF HISTORICAL TREASURES, ARTIFACTS, AND SIMILAR ASSETS HELD AS PART OF THE SOCIETY'S COLLECTIONS SINCE THE ORGANIZATION'S INCEPTION ARE NOT RECOGNIZED OR CAPITALIZED IN THE FINANCIAL STATEMENTS. SUCH ITEMS THAT HAVE BEEN ACQUIRED THROUGH PURCHASES HAVE SIMILARLY NOT BEEN CAPITALIZED. PART III, LINE 4: THE SOCIETY'S COLLECTIONS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. THE COLLECTIONS PROVIDES A UNIQUE EXPERIENCE THAT ALLOWS VISITORS TO APPRECIATE THE LIFE ACHIEVEMENTS OF THE HOME'S ORIGINAL RESIDENTS AND THEIR ROLE IN THE DEVELOPMENT OF PORTLAND, AS WELL AS THE BEAUTY AND SIGNIFICANCE OF THE COLLECTIONS AND THE FINE CRAFTMANSHIP OF THE BUILDINGS THEMSELVES. THE MUSEUM REGULARLY GIVES GUIDED AND SELF-GUIDED TOURS, SPECIAL IN-DEPTH TOURS, AND AN EDUCATIONAL PROGRAM SPECIFICALLY DEVELOPED FOR GRADE-SCHOOL STUDENTS. PART V, LINE 4: THE INTENDED USE FOR ENDOWMENT FUNDS IS TO SUPPORT THE GENERAL PURPOSES OF PITTOCK MANSION SOCIETY. X 11 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) IS THE TOTAL NUMBER OF HISTORICAL ARTIFACTS THAT WAS RECEIVED BY THE ORGANIZATION IN THE CURRENT FISCAL YEAR. PART I, LINE 33: THE SOCIETY DID NOT REPORT REVENUE IN COLUMN (C) FOR HISTORICAL ARTIFACTS ON LINE 22, CONSISTENT WITH ITS ACCOUNTING POLICY FOR COLLECTIONS. COLLECTIONS ARE NOT RECOGNIZED OR CAPITALIZED IN THE FINANCIAL STATEMENTS. FORM 990, PART III, LINE 4A SIGNIFICANT EXPANSION OF COMMUNITY ENGAGEMENT AND PROGRAMMATIC OFFERINGS: 1. AS PART OF PITTOCK 2.0'S GOALS THE MUSEUM EXPANDED THE CAMPUS EXPERIENCE BY OPENING THE GATE LODGE, THE ESTATE KEEPER'S HOME WHICH HAD NOT BEEN OPEN TO THE PUBLIC ON A CONSISTENT BASIS. A NEW VISITOR FLOW PLAN WAS DEVELOPED WITH INCREASED STAFFING TO OFFER ENHANCED LEARNING EXPERIENCE FOR THE VISITORS. THE TICKET OFFICE, HOUSED IN THE GARAGE, WHICH HAD ALSO BEEN CLOSED DURING THE PANDEMIC, WAS REOPENED. 2. THE MUSEUM LAUNCHED AN ANNUAL CALENDAR OF SEASONAL EXHIBITS UNDER A NEW FRAMEWORK, PITTOCK CONNECTIONS WITH THE GOAL OF BRINGING REPEAT AND INCREASED VISITORS ANNUALLY TO THE MUSEUM AND OFFERING DEEPER LEARNING OPPORTUNITIES THROUGH LECTURES, TOURS AND OTHER PUBLIC PROGRAMS. THREE NEW EXHIBITS WERE CURATED DURING THIS FISCAL YEAR WITH TWO OF THEM BEING SHOWN DURING THE YEAR. * FALL EXHIBIT: COLLABORATING WITH FOUR ART COLLECTORS, THE MANSION OPENED A BLOCKBUSTER EXHIBIT ON OREGON'S AWARD-WINNING EARLY ARTIST, ELIZA BARCHUS. THE EXHIBITION TITLED ELIZA BARCHUS, A WOMAN OF RESILIENCE RAN FROM AUGUST 14, 2023 - FEBRUARY 11, 2024 AND EXHIBITED OVER 65 RARE PAINTINGS AND EPHEMERA RELATED TO BARCHUS'S LIFE HIGHLIGHTING AN INSPIRATIONAL JOURNEY OF A WOMAN ARTIST WHO LIVED AROUND THE SAME TIME PERIOD AS THE PITTOCKS. THE EXHIBITION WAS CONSIDERED ONE OF THE LARGEST EXHIBITIONS OF BARCHUS'S ARTWORKS EVER EXHIBITED, RECEIVED RAVE REVIEWS AND INCREASED THE MUSEUM'S ATTENDANCE BY MORE THAN 11%. * SPRING EXHIBIT: THE NEXT EXHIBITION, FROM NEAR AND FAR: CHINESE AND JEWISH AMERICANS AND THE MAKING OF PORTLAND 1840S-1930S, HIGHLIGHTED THE HISTORY OF TWO OF PORTLAND'S EARLIEST AND MOST INFLUENTIAL NON-NATIVE SETTLERS. THIS EXHIBIT, ABOUT TWO IMPORTANT EARLY IMMIGRANT GROUPS TO PORTLAND, WAS DEVELOPED IN CLOSE PARTNERSHIP WITH THE PORTLAND CHINATOWN MUSEUM, OREGON JEWISH MUSEUM AND CENTER FOR HOLOCAUST EDUCATION, AND NORM GHOLSTON, A PRIVATE PHOTO COLLECTOR. ALL THREE EXHIBIT PARTNERS CONTRIBUTED KNOWLEDGE AND LOANED OBJECTS FOR THE EXHIBIT. THIS EXHIBITION RAN FROM MARCH 11 - JULY 7, 2024. * THE ANNUAL PITTOCK MANSION CHRISTMAS EVENT, DURING WHICH THE MUSEUM DECORATES THE MANSION IN A WINTER HOLIDAY THEME, WAS A GRAND SUCCESS, WELCOMING MORE THAN 22,000 VISITORS, A 22% INCREASE FROM THE YEAR BEFORE. THIS ANNUAL EVENT HAS BEEN A LEGACY PROGRAM SINCE THE 1960S AND MORE THAN 70 COMMUNITY VOLUNTEERS DECORATE THE MANSION FOR THE PUBLIC'S ENJOYMENT. 3. IN ADDITION TO THE SEASONAL EXHIBITIONS, THE MUSEUM LAUNCHED A MULTI-YEAR REINTERPRETATION PLAN FOR THE MANSION, CALLED PITTOCK FOR POSTERITY. THE PRIMARY GOAL OF THIS INITIATIVE IS TO EXPAND THE CURRENT STORY TELLING OF THE MANSION. THE MUSEUM CREATED ITS FIRST HISTORICAL RESEARCH POSITION AND THE RESULT OF THE INITIAL RESEARCH WORK UNVEILED VALUABLE INSIGHTS INTO THE LIFE AND CONTRIBUTIONS OF GEORGIANA PITTOCK, WIFE OF HENRY PITTOCK. DURING THIS FISCAL YEAR STAFF STARTED WORKING ON CURATING THE NEXT EXHIBITION, GEORGIANA PITTOCK AND THE CITY OF ROSES, WHICH OPENED SOON AFTER THE BEGINNING OF THE NEXT FISCAL YEAR. 4. THE MUSEUM ALSO LAUNCHED A CALENDAR OF NEW AND REVITALIZED TOURS AND PROGRAMS SUCH AS BEHIND-THE-SCENES TOURS AND ARCHITECTURE TOURS WHICH WERE OFFERED TWICE A MONTH. MORE THAN 500 SCHOOL MEMBERS VISITED THE MANSION ON FIELD TRIPS. THE MUSEUM ALSO PARTNERED WITH PARKS STAFF TO OFFER FREE EDUCATIONAL PROGRAMS SUCH AS GARDEN TOURS, HORSELESS CARRIAGE CAR SHOW AND MONARCH BUTTERFLY TALKS. 6. IN ORDER TO MEET THE NEED FOR AN EXPANDED ANNUAL PROGRAM OFFERING, THE MUSEUM INITIATED PROACTIVE VOLUNTEER RECRUITMENT EFFORTS. A TOTAL OF 131 VOLUNTEERS HELPED THE MANSION THROUGHOUT THE YEAR IN VARIOUS ROLES, CONTRIBUTING A TOTAL OF 2,722.50 VOLUNTEER HOURS AT A RATE OF $31.80 WHICH EQUATE TO $86,575.50. THE MUSEUM SHOWED APPRECIATION TO VOLUNTEERS THROUGH SPECIAL RECOGNITION EVENTS. 7. CONTINUING TO BUILD MEMBERSHIP: DURING THE FISCAL YEAR WE HAD MORE THAN 500 MEMBERS, WHICH IS AN 8% INCREASE OVER THE PRIOR YEAR. WE ALSO INCREASED THE NUMBER OF LIBRARY MEMBERSHIPS THROUGH WHICH LIBRARY PATRONS RECEIVED FREE ACCESS TO THE MUSEUM. PITTOCK MANSION PARTICIPATED IN A NEW RECIPROCAL MEMBERSHIP PROGRAM FOR THE FIRST TIME WITH TWENTY OTHER MUSEUMS WHICH ALLOWED MEMBERS OF OTHER MUSEUMS TO VISIT THE MUSEUM DURING A CERTAIN MONTH AND OFFERED THE SAME BENEFIT TO PITTOCK MANSION MEMBERS. 8. THE MUSEUM MADE SIGNIFICANT IMPACT DURING THE FISCAL YEAR BY MOBILIZING MAJOR DONOR SUPPORT IN SUPPORT OF PITTOCK 2.0 GOALS. THE EFFORTS WERE MET WITH DEMONSTRABLE SUCCESS WITH THE PROCUREMENT OF NEW GRANTS AND DONATIONS TOWARDS INFRASTRUCTURE IMPROVEMENTS AND COMMUNITY ENGAGEMENT PROGRAMS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. THE DRAFT IS THEN PRESENTED TO THE FINANCE COMMITTEE, THE EXECUTIVE COMMITTEE AND TO THE BOARD OF DIRECTORS TO REVIEW. BASED ON QUESTIONS OR COMMENTS FROM THE BOARD, THE 990 IS UPDATED AND REVIEWED ONCE AGAIN BY THE COMMITTEES AND THE ENTIRE BOARD. THE BOARD OF DIRECTORS, THEN VOTES TO APPROVE THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICTS OF INTEREST POLICY FORM IS DISTRIBUTED TO EACH BOARD MEMBER AT THE FIRST MEETING OF EACH FISCAL YEAR TO SIGN AND RETURN. NEW BOARD MEMBERS ARE GIVEN A CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM IN THEIR INITIAL ORIENTATION MATERIALS TO SIGN AND RETURN, WHICH IS KEPT BY THE ADMINISTRATION DEPARTMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR CEO AND THE DIRECTOR OF FINANCE AND ADMINISTRATION WAS DETERMINED UPON INFORMAL REVIEW OF THE COMPENSATION OF SIMILAR NON-PROFIT ORGANIZATIONS, THE MUSEUM'S BUDGET AND SIMILAR RANGE AS OTHER DIRECTOR LEVEL STAFF. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 88,826. MANAGEMENT AND GENERAL EXPENSES 37,011. FUNDRAISING EXPENSES 22,207. TOTAL EXPENSES 148,044.