2025-10-24T14:47:51-05:00 2025-06-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2024-07-01 930576289 PITTOCK MANSION SOCIETY PITT 5038233623 3229 NW PITTOCK DRIVE PORTLAND OR 97210 CHARLES ADAMS TREASURER 5038233625 2025-10-24 1 YEE LEE MCGEE P01294356 5032222515 2024 2025-03-06 01:10:19Z CHARLES ADAMS 3229 NW PITTOCK DRIVE PORTLAND OR 97210 1694145 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. 9 9 30 95 0 0 194055 425882 1082416 1035360 32675 47619 110746 108955 1419892 1617816 0 0 0 0 973775 1088110 0 0 231234 488385 485223 1462160 1573333 -42268 44483 1937137 2148798 47254 105858 1889883 2042940 X TO INSPIRE UNDERSTANDING AND STEWARDSHIP OF PORTLAND HISTORY THROUGH THE PITTOCK MANSION, IT'S COLLECTIONS AND PROGRAMS. 0 0 981001 1141524 HISTORIC HOUSE MUSEUM: DURING FISCAL YEAR '25, PITTOCK MANSION WAS OPEN 342 DAYS TO THE PUBLIC SEVEN DAYS A WEEK. THE MUSEUM WAS CLOSED FOR A TOTAL OF 23 DAYS WITH 14 DAYS IN JANUARY FOR ANNUAL MAINTENANCE, 4 DAYS FOR THE HOLIDAYS, AND ABOUT 5 INCLEMENT WEATHER DAYS DUE TO HEAT/SNOW. DURING THE YEAR THE MUSEUM WELCOMED OVER 81,000 VISITORS, WHICH INCLUDED A VERY BROAD DEMOGRAPHIC REPRESENTATION AND A GOOD MIX OF BOTH DOMESTIC AND INTERNATIONAL VISITORS. IN ADDITION, THOUSANDS OF VISITORS VISITED THE ESTATE GROUNDS, WHICH ARE FREE TO THE PUBLIC. 68898 CARE OF COLLECTIONS AND PRESERVATION: IN FY25, THE MUSEUM CONTINUED ITS WORK ON INFRASTRUCTURE IMPROVEMENTS, UPDATING THE BYLAWS AND COMMITTEE CHARTERS AND EXPANDING COMMUNITY ENGAGEMENT INITIATIVES WHILE CONTINUING WITH PRESERVATION AND COLLECTIONS CARE ACTIVITIES WHICH ARE THE MAIN FOCUS AREAS ALIGNED TO THE MUSEUM'S MISSION. MAJOR ACCOMPLISHMENTS THIS FISCAL YEAR INCLUDED CURATING AND HOSTING TWO HISTORY EXHIBITIONS - GEORGIANA PITTOCK AND THE CITY OF ROSES AND STONE AND SERVICE, THE BUILDERS AND WORKERS OF PITTOCK MANSION. THESE EXHIBITIONS EDUCATED THE AUDIENCE ABOUT CONTRIBUTIONS OF THE PITTOCK FAMILY AND OTHERS TOWARDS THE DEVELOPMENT OF PORTLAND. CONTINUED ON SCHEDULE O. THE MUSEUM OFFERED GUIDED TOURS SUCH AS BEHIND-THE-SCENES TOURS AND ARCHITECTURE TOURS. MORE THAN 500 SCHOOL MEMBERS VISITED THE MANSION ON FIELD TRIPS. A TOTAL OF 95 VOLUNTEERS HELPED THE MANSION THROUGHOUT THE YEAR IN VARIOUS ROLES, CONTRIBUTING A TOTAL OF 1,360 VOLUNTEER HOURS AT A RATE OF $31.80 WHICH EQUATES TO $43,248. THE MUSEUM SHOWED APPRECIATION TO VOLUNTEERS THROUGH SPECIAL RECOGNITION EVENTS. DURING THE FISCAL YEAR WE HAD MORE THAN 500 MEMBERS AND INCREASED THE NUMBER OF LIBRARY MEMBERSHIPS THROUGH WHICH LIBRARY PATRONS RECEIVED FREE ACCESS TO THE MUSEUM. THE MUSEUM CONTINUED ITS WORK WITH CARE OF ITS COLLECTION AND CREATED A PHASED ACTION PLAN TO UNDERTAKE HIGH-PRIORITY HISTORIC PRESERVATION NEEDS OF THE MANSION. THE MUSEUM EXPANDED EFFORTS TO RAISE FUNDS BY MOBILIZING THE COMMUNITY IN SUPPORT OF THE MUSEUM'S NEW VISION AND GOALS. 1049899 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 1 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 9 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 OR X BILL MITBERG 9712842386 3229 NW PITTOCK DRIVE PORTLAND OR 97210 BARBARA GIBBS BOARD PRESIDENT 3.00 X X 0 0 0 JEFF CONDIT BOARD VICE PRESIDENT 3.00 X X 0 0 0 DONNA TYNER 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 SUZANNE BARTHELMESS BOARD MEMBER 2.00 X 0 0 0 KATHERINE ESTRADA BOARD MEMBER 2.00 X 0 0 0 ROY FOX BOARD MEMBER 2.00 X 0 0 0 ANNE HANCHEK BOARD MEMBER 2.00 X 0 0 0 PAULA GANGOPADHYAY CEO 40.00 X 139808 0 12558 BILL MITBERG DIRECTOR OF FINANCE 40.00 X 0 0 0 139808 0 12558 1 0 1 0 0 35898 389984 22468 425882 ADMISSIONS INCOME 900099 1005592 1005592 PUBLIC PROGRAMS 900099 20568 20568 VENUE RENTAL 611420 9200 9200 1035360 47619 47619 182493 76329 106164 106164 INSURANCE PROCEEDS 900099 1826 1826 OTHER INCOME 900099 965 965 2791 1617816 1141524 0 50410 X 176730 38607 115394 22729 744166 609104 29056 106006 6864 5942 922 68758 53874 5028 9856 91592 65031 13739 12822 2130 2130 10083 10083 11487 11487 176869 106122 44217 26530 18640 11184 4660 2796 53175 31905 13294 7976 38400 23040 9600 5760 640 384 160 96 684 410 171 103 15597 9358 3899 2340 9932 5959 2483 1490 BANK CHARGES AND FEES 47308 47308 EQUIPMENT, REPAIRS, AND 39178 23507 9794 5877 RECRUITMENT AND TEMPORA 29867 17920 7467 4480 STAFF AND VOLUNTEER EXP 28008 244 6313 21451 3225 3225 1573333 1049899 292200 231234 356500 88155 334266 600 0 53749 71914 6087 10296 323979 301938 37639 22041 1482562 1622126 1937137 2148798 46589 95243 665 10615 47254 105858 X 1494604 1523990 395279 518950 1889883 2042940 1937137 2148798 44483 112720 -4146 0 X 0 0 0 X 778706 540707 365722 194055 425882 2305072 371670 1018357 1118185 1257986 1217853 4984051 1150376 1559064 1483907 1452041 1643735 7289123 22675 27610 170619 33243 108256 362403 0 22675 27610 170619 33243 108256 362403 6926720 21689 23995 31731 32675 47619 157709 21689 23995 31731 32675 47619 157709 325 390 1483 2198 2791 2791 1172390 1583449 1517121 1484716 1694145 7451821 0.92950 0.93820 0.02120 0.02190 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2024 AMOUNT: $ 965. INSURANCE PROCEEDS - 2024 AMOUNT: $ 1,826. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 108029 10166 118195 95205 12824 108029 80814 14391 95205 78508 2306 80814 65143 13365 78508 1.00000 0 0 60102 46779 13323 263877 255159 8718 22041 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 X 0 0 0 0 0 0 0 1 0 PAULA GANGOPADHYAY CEO 129808 0 10000 0 0 0 3900 0 8658 0 152366 0 0 0 PART I, LINE 3 COMPENSATION FOR CEO AND THE DIRECTOR OF FINANCE WAS DETERMINED UPON INFORMAL REVIEW OF THE COMPENSATION OF SIMILAR NON-PROFIT ORGANIZATIONS, THE MUSEUM'S CURRENT YEAR BUDGET AND SIMILAR RANGE AS OTHER DIRECTOR LEVEL STAFF. PART I, LINE 7 THE CHIEF EXECUTIVE OFFICER RECEIVED A BONUS RECOMMENDED AND PROPOSED BY THE EXECUTIVE COMMITTE AND APPROVED BY THE BOARD OF DIRECTORS DURING THE CALENDAR YEAR 2024. THE BONUS WAS BASED ON THE CEO'S ANNUAL PERFORMANCE AND CONTRIBUTIONS. X 21 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 VI, SECTION A, LINE 4 THE PITTOCK MANSION SOCIETY AMENDED AND RESTATED THE ORGANIZATIONAL BYLAWS ON SEPTEMBER 26, 2024. THE BYLAWS WERE AMENDED TO INCLUDE SEVERAL GENERAL LANGUAGE UPDATES TO ALL SECTIONS. AMONG THE CHANGES ARE: * THE STATEMENT OF PURPOSE IS MORE GENERAL AND USUAL FOR NONPROFIT ORGANIZATIONS TO PROVIDE GREATER FLEXIBILITY. * CHANGE THE MINIMUM NUMBER OF DIRECTORS FROM 9 TO 5. THE MAXIMUM NUMBER OF DIRECTORS REMAINS AT 17. * REDUCE THE PERIOD THAT A DIRECTOR COMPLETING TWO TWO-YEAR TERMS MUST SIT OUT BEFORE BEING CONSIDERED FOR RE-ELECTION TO THE BOARD FROM THREE YEARS TO ONE YEAR. * SPECIFICALLY NAME THE GOVERNANCE AND FINANCE COMMITTEES AND STANDING COMMITTEES OF THE BOARD. * REQUIRE BOARD APPROVED CHARTERS FOR COMMITTEES. FORM 990, PART VI, SECTION A, LINE 4 THE PITTOCK MANSION SOCIETY AMENDED AND RESTATED THE ORGANIZATIONAL ARTICLES OF INCORPORATION ON JANUARY 16, 2025. THE ARTICLES OF INCORPORATION WERE AMENDED TO REMOVE THE CLAUSE THAT ALLOWED PROXY VOTING ON DISSOLUTION OF THE CORPORATION. THE AMENDED ARTICLES REQUIRE AN IN-PERSON VOTE ON DISSOLUTION. 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 WAS DETERMINED UPON INFORMAL REVIEW OF THE COMPENSATION OF SIMILAR NON-PROFIT ORGANIZATIONS, THE MUSEUM'S CURRENT YEAR BUDGET AND SIMILAR RANGE AS OTHER DIRECTOR LEVEL STAFF. THE COMPENSATION OF THE CEO AND DIRECTOR OF FINANCE WAS APPROVED BY THE EXECUTIVE COMMITTEE AND DUE DILIGENCE INCLUDED SUBSTANTIATION OF DELIBERATION AND DECISION. 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 106,122. MANAGEMENT AND GENERAL EXPENSES 44,217. FUNDRAISING EXPENSES 26,530. TOTAL EXPENSES 176,869.