2025-02-14T11:48:58-06:00 2023-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2023-01-01 931319970 PORTLAND PARKS FOUNDATION PORT 5034450994 833 SW 11TH AVENUE 808 PORTLAND OR 97205 JESSICA GREEN EXECUTIVE DIRECTOR 5034450994 2025-02-14 0 YEE LEE MCGEE P01294356 5032222515 2023 2025-03-06 01:10:19Z JESSICA GREEN 833 SW 11TH AVENUE 808 PORTLAND OR 97205 1124178 0 X WWW.PORTLANDPF.ORG X 2001 OR THE FOUNDATION, A PRIVATE, NONPROFIT ORGANIZATION, WAS CREATED IN 2001 TO FOSTER PUBLIC/PRIVATE PARTNERSHIPS FOR THE BENEFIT OF THE PARKS AND TO CREATE NEW ONES. PORTLAND PARKS FOUNDATION'S GOALS ARE: TO PROVIDE A NEIGHBORHOOD PARK WITHIN A 15-MINUTE WALK OF EVERY PORTLAND RESIDENT; TO PRESERVE GREENSPACE; AND TO MAINTAIN THE CITY'S INVESTMENT IN ITS WORLD-CLASS PARK SYSTEM. 17 17 6 50 0 0 902270 1090044 0 0 1017 17576 -1444 -4429 901843 1103191 207920 210016 0 0 347799 358026 16171 57428 193380 376177 295956 948067 921426 -46224 181765 1636122 1975564 34093 131683 1602029 1843881 X THE PORTLAND PARKS FOUNDATION MOBILIZES SUPPORT TO IMPROVE PORTLAND'S SYSTEM OF PARKS, NATURAL AREAS, AND PUBLIC SPACES. WE BELIEVE IN THE POWER OF THESE PLACES TO STRENGTHEN COMMUNITIES, ADDRESS HISTORIC INEQUITIES, AND CREATE A SENSE OF BELONGING FOR EVERYONE IN PORTLAND. WE SEEK TRANSFORMATIONAL CHANGE BY LISTENING TO COMMUNITIES AND RALLY RESOURCES AND OPPORTUNITIES TO HELP REALIZE THEIR VISION. WE COLLABORATE WITH INDIVIDUALS, COMMUNITY GROUPS, ORGANIZATIONS, AND INSTITUTIONS TO DEVELOP LONG-TERM, SUSTAINABLE IMPROVEMENTS TO THE LIVABILITY AND BEAUTY OF OUR CITY. WE WORK TO CREATE THE BROADEST POSSIBLE ACCESS TO RECREATION, CREATIVITY, EDUCATION, AND PLAY IN OUR PARKS AND OPEN SPACES. WE HELP PEOPLE HELP PARKS. 0 0 387234 179924 MOBILIZING PARKS GROUPS AND VOLUNTEERS - PORTLAND PARKS FOUNDATION (PPF) MOBILIZES PARKS GROUPS AND VOLUNTEERS THROUGH A VARIETY OF PROGRAMS AIMED AT BUILDING CAPACITY OF ORGANIZATIONS AND NEW, STRATEGIC WAYS OF OPERATING THROUGH GRANTMAKING, AWARDS, WORKSHOPS AND SPECIAL EVENTS.IN 2023, PPF'S SMALL GRANTS PROGRAM SUPPORTED 25 LOCAL FRIEND GROUPS AND PARTNER ORGANIZATIONS PROMOTING EQUITABLE ACCESS TO PARKS, NATURAL AREAS, COMMUNITY GARDENS AND COMMUNITY CENTERS ($50,000 TOTAL AWARDED). CONTINUED ON SCHEDULE O.PPF ALSO SUPPLIED A $110,000 GRANT TO PP&R TO PURCHASE A MOBILE PLAY TRUCK FOR SUMMER FREE FOR ALL LOCATIONS OUTSIDE OF BUILT PARKS THROUGH A BANK OF AMERICA NEIGHBORHOOD BUILDERS GRANT. PPF ALSO CELEBRATED VOLUNTEERISM THROUGH OUR PARKS CHAMPION AWARDS AND RECOGNIZED EMERGING LEADERS THROUGH OUR LEADERSHIP AWARD, THE JOEY POPE AWARD FOR PARKS LEADERSHIP. BOTH AWARDS OFFER GRANTS TO THE HONOREES ORGANIZATIONS OF CHOICE. GRANTS AND AWARDS ARE SELECTED BY COMMUNITY-LED REVIEW COMMITTEE MEMBERS WHO HAVE AN OPTION TO RECEIVE A STIPEND FOR THE PARTICIPATION OR DIRECT A GRANT TO AN ORGANIZATION OF THEIR CHOICE IN ALIGNMENT WITH PPF'S MISSION. THE JOEY POPE AWARD FOR PARKS LEADERSHIP WILL EVENTUALLY BE FUNDED THROUGH AN ENDOWMENT. IN 2023, PPF SET UP THE JOEY POPE ENDOWMENT AFTER RAISING OVER $560,000 TO START THE AWARD.ALSO IN 2023, PPF CONTINUED TO OFFER FREE WORKSHOPS THROUGH THE FRIENDS & ALLIES SUMMITS, A TWICE YEARLY PROGRAM DEVELOPED TO SUPPORT PARKS GROUPS AND VOLUNTEERS ON RELEVANT TOPICS INCLUDING HOUSELESSNESS AND PARKS, VOLUNTEER RETENTION, AND FISCAL SPONSORSHIPS AND INSURANCE. PPF ALSO CONTINUED ITS GREEN DREAMS SPEAKER SERIES WHICH IS AN ONGOING DISCUSSION SERIES WITH PORTLAND LEADERS ON THE FUTURE OF THE CITY'S PARKS, OPEN SPACES, AND URBAN DESIGN. THIS YEAR FOCUSED ON 6 WEEKS OF CONVERSATIONS SPECIFICALLY FOCUSED ON DOWNTOWN PARKS WITH REIMAGINING O'BRYANT SQUARE AS THE DRIVER OF THE CONVERSATION. 171410 25000 CAPITAL PARKS PROJECTS - IN 2023, PPF COMPLETED THE ROSE CITY PARK PLAYGROUND PROJECT, A PUBLIC/PRIVATE PARTNERSHIP WITH PP&R AND THE ROSE CITY PLAYGROUND PROJECT NEIGHBORHOOD GROUP. FOLLOWING COMPLETION OF THE ROSE CITY PARK PLAYGROUND, PPF ENTERED INTO ANOTHER PARTNERSHIP WITH THE CITY, LOCAL PARK ADVOCATES TO RENOVATE THREE NEW PLAYGROUNDS INCLUDING GEORGE PARK, RAYMOND PARK, AND PORTLAND HEIGHTS PARK. PPF ALSO SECURED AN AGREEMENT WITH THE CITY TO RESTORE THE THOMPSON ELK FOUNTAIN WHICH WAS REMOVED AFTER DAMAGED BY FIRE DURING PROTESTS IN 2020. PPF RAISED THE FUNDS NEEDED TO FUND THE DESIGN DOCUMENTS NEEDED TO RESTORE THE ELK WHILE THE CITY AGREED TO FUND THE CONSTRUCTION. CONTINUED ON SCHEDULE O.IN 2023, PPF RAISED OVER $160,000 TO FUND THE DESIGN PORTION OF THE PROJECT WHICH WERE AT 90% COMPLETION BY THE END OF 2023 AND WILL BE GIFTED TO THE CITY IN 2024. PPF ALSO TRANSFERRED THE FINAL PAYMENT TO THE CITY FOR THE MAINTENANCE FUND FOR THE BARBARA WALKER CROSSING, A PEDESTRIAN BRIDGE OVER WEST BURNSIDE CONNECTING THE WILDWOOD TRAIL BETWEEN WASHINGTON AND FOREST PARK. 49932 5092 PARKS PROGRAMMING AND MAINTENANCE - IN THE SUMMER OF 2023, PPF IMPLEMENTED PASEO, AN EVENT TAKING PLACE OVER THREE SUNDAYS IN SHEMANSKI PARK TO REIMAGINE DOWNTOWN IN OUR OLDEST PARKS BY BRINGING TOGETHER AND UPLIFTING BIPOC ARTISTS, COMMUNITY MEMBERS, AND ORGANIZATIONS. 608576 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 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 0 1 25 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 OR X X JESSICA GREEN 5034450994 833 SW 11TH AVENUE SUITE 808 PORTLAND OR 97205 X KIA SELLEY CHAIR 1.00 X X 0 0 0 JR LILLY VICE-CHAIR 1.00 X X 0 0 0 JONATHAN NICHOLAS TREASURER 1.00 X X 0 0 0 KREGG ARNSTON EXECUTIVE COMMITTEE 0.50 X 0 0 0 SUZANNE BISHOP EXECUTIVE COMMITTEE 0.50 X 0 0 0 BOB GANDOLFI EXECUTIVE COMMITTEE 0.50 X 0 0 0 MELISSA NAITO EXECUTIVE COMMITTEE 0.50 X 0 0 0 MARY RUBLE EXECUTIVE COMMITTEE 0.50 X 0 0 0 SILAS SANDERSON EXECUTIVE COMMITTEE 0.50 X 0 0 0 ANGIE BURCHAM DIRECTOR 0.50 X 0 0 0 PATRICIA FROBES DIRECTOR 0.50 X 0 0 0 SUBASHINI GANESAN-FORBES DIRECTOR 0.50 X 0 0 0 STEPHEN GALLOWAY DIRECTOR 0.50 X 0 0 0 MAJA HARRIS DIRECTOR 0.50 X 0 0 0 KAREN KERVIN DIRECTOR 0.50 X 0 0 0 MICHAEL MCINTOSH DIRECTOR 0.50 X 0 0 0 VICKY SCHWOEFFERMANN DIRECTOR 0.50 X 0 0 0 ADAM WILSON DIRECTOR 0.50 X 0 0 0 ZARI SANTNER DIRECTOR EMERITUS 0.50 X 0 0 0 JULIE VIGELAND DIRECTOR EMERITUS 0.50 X 0 0 0 MIKE ELLIOTT EX OFFICIO, VOTING 0.50 X 0 0 0 RANDY GRAGG EXECUTIVE DIR. (THRU 9/2023) 40.00 X 89450 0 15368 JESSICA GREEN EXEC. DIR. (STARTING 10/2023) 40.00 X 91875 0 1613 181325 0 16981 0 0 0 0 0 237785 852259 11421 1090044 17576 17576 16558 20987 -4429 -4429 1103191 -4429 0 17576 X 198642 198642 11374 11374 133306 52161 28940 52205 188490 79280 71736 37474 4389 1784 2605 7366 7366 24475 10211 7767 6497 4200 4200 57428 57428 145215 136061 4030 5124 4195 3195 1000 14024 231 9127 4666 12027 4000 7817 210 13711 13711 2360 2110 250 2730 411 2081 238 10899 5637 5262 EVENT EXPENSES 70692 65847 694 4151 FEES 8557 2011 1256 5290 OTHER EXPENSES 5302 5302 EQUIPMENT 2044 401 1643 35220 -54067 18847 921426 608576 119470 193380 1258438 7517 155048 1112764 20000 222636 835283 1636122 1975564 34093 131683 34093 131683 X 606986 649777 995043 1194104 1602029 1843881 1636122 1975564 X 181765 60087 X 0 0 0 X 1872728 641725 1065054 902270 1090044 5571821 1872728 641725 1065054 902270 1090044 5571821 570513 5001308 4620 83 99 1017 17576 23395 5595216 60644 0.89390 0.86370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 728046 728046 134207 33552 0 0 156092 87301 143825 134207 521425 782138 25784 494 26278 39023 21825 35956 33552 130356 195534 222636 562969 59587 7216 2693 835283 265531 -32721 8992 1182 222636 228647 46603 8480 1239 265531 212159 25887 8391 1008 228647 185885 35506 8237 995 212159 0.28720 0.71280 1 0 0 BENEFICIAL INTEREST IN ASSETS HELD BY THE OREGON COMMUNITY FOUNDATION 835283 835283 PART V, LINE 4: THE PORTLAND PARKS FOUNDATION ENDOWMENT FUND OF THE OREGON COMMUNITY FOUNDATION IS INTENDED TO SUPPORT PPF'S GENERAL OPERATIONS. THE ANNUAL DISTRIBUTION IS USED TO SUPPORT PPF'S SMALL GRANTS PROGRAM. THE PORTLAND PARKS FOUNDATION PROJECT INCLUSION ENDOWMENT SUBFUND OF THE PORTLAND PARKS FOUNDATION ENDOWMENT FUND IS INTENDED TO SUPPORT PROJECT INCLUSION. THE JOEY POPE FUND FOR PARKS LEADERSHIP, ESTABLISHED MAY 2023, IS FOR THE PURPOSE OF INVESTING IN NON-GOVERNMENT-EMPLOYED INDIVIDUALS AND NON-GOVERNMENT ORGANIZATIONS PLAYING A LEADERSHIP ROLE IN ADVANCING PORTLAND'S SYSTEM OF PARKS AND NATURAL AREAS AND PROGRAMS SERVING THEM. PER THE TERMS OF THE FUND AGREEMENT, PPF WILL AWARD ONE TO TWO GRANTS EACH YEAR TO INVEST IN EMERGING PARKS LEADERS OR TO ADVANCE SPECIFIC EMERGENT PROJECTS. X X X X X 1 WENDY MITCHELL 1245 SW UPLAND DRIVE PORTLAND OR 97221 MAJOR DONOR FUNDRAISING; EVENTS; ENDOWMENT CAMPAIGN SUPPORT 0 0 41766 0 NOW THIS CONSULTING 634 NE 22ND AVENUE PORTLAND OR 972322853 END OF YEAR FUNDRAISING SUPPORT 0 0 15662 0 57428 OR 1 CITY OF PORTLAND 1120 SW 5TH AVENUE UNIT 1302 PORTLAND OR 97204 936002236 GOVERNMENT UNIT 135000 0 GRANTS AWARDED FOR MAINTENANCE FUND ($25,000) AND PURCHASE OF A MOBILE PLAY TRUCK ($110,000). BLACK FOOD SOVEREIGNTY COALITION PO BOX 42525 PORTLAND OR 97242 843776029 501(C)(3) 10000 0 JOEY POPE LEADERSHIP AWARD TO BLACK FUTURES FARM FOR GENERAL OPERATING SUPPORT. 2 STIPENDS FOR COMMITTEE PARTICIPATION 24 11374 PART I, LINE 2: PORTLAND PARKS FOUNDATION ("PPF") MAINTAINS AN OFFICIAL GRANT FILE AND IS RESPONSIBLE FOR TRACKING THE RECEIPT OF ALL GRANT DOCUMENTS. PPF CREATES ANNUAL PROGRESS REPORTS FOR OPERATIONAL GRANTS APPROPRIATE TO THE GRANTING AGENCY, AND COLLECTS PROGRESS REPORTS FROM PARTNER AGENCIES WHICH RECEIVE FUNDING THROUGH PORTLAND PARKS FOUNDATION. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR THE TIMELY ACCEPTANCE, REVIEW, AND ANALYSIS OF PROGRESS/ANNUAL REPORTS AND FOR ENSURING THAT ALL GRANT FUNDS ARE RECEIVED AND DISTRIBUTED FOLLOWING THE APPROVED BUDGET OR GRANT PROPOSAL. PPF CONDUCTS MONITORING TO ENSURE: * COMPLIANCE WITH RELEVANT STATUTES, REGULATIONS, POLICIES, AND GUIDELINES; * RESPONSIBLE OVERSIGHT OF AWARDED FUNDS; * IMPLEMENTATION OF REQUIRED PROGRAMS, GOALS, OBJECTIVES, TASKS, PRODUCTS, TIMELINES, AND SCHEDULES; * IDENTIFICATION OF ISSUES AND PROBLEMS THAT MAY IMPEDE GRANT IMPLEMENTATION; AND * ADJUSTMENTS REQUIRED BY THE GRANTEE AS APPROVED BY THE GRANTING AGENCY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD CHAIR, BOARD TREASURER, AND EXECUTIVE DIRECTOR. DISCREPANCIES ARE DISCUSSED AND CORRECTED. A DRAFT OF THE FORM 990 IS THEN DISTRIBUTED TO THE BOARD MEMBERS FOR REVIEW PRIOR TO FILING. A FINAL COPY IS DISTRIBUTED TO ALL BOARD MEMBERS AFTER FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO EVERY BOARD MEMBER AND REVIEWED ANNUALLY. MEMBERS ARE ASKED WHETHER THEY HAVE ANY ISSUES OR CONFLICTS TO REPORT. FORM 990, PART VI, SECTION B, LINE 15A IN 2023, THE BOARD OF DIRECTORS HIRED PPF'S CURRENT DEPUTY DIRECTOR WHO HAD BEEN WITH PPF FOR 7 YEARS TO STEP IN AS INTERIM EXECUTIVE DIRECTOR WHILE THEY DETERMINED NEXT STEPS FOR A NEW EXECUTIVE DIRECTOR. AT THIS TIME, THEY FORMED AN EXECUTIVE SEARCH COMMITTEE WHO DEVELOPED AN UPDATED JOB DESCRIPTION FOR PPF'S EXECUTIVE DIRECTOR. THE SEARCH COMMITTEE DETERMINED THAT THE INTERIM EXECUTIVE DIRECTOR WOULD BE THE TOP CANDIDATE TO CONTINUE TO ADVANCE THE WORK OF PPF AND THE BOARD OF DIRECTORS, INCLUDING EX OFFICIO MEMBERS, INTERVIEWED THE INTERIM EXECUTIVE DIRECTOR AND ULTIMATELY HIRED THEM. SALARY WAS BASED ON THE FORMER EXECUTIVE DIRECTOR'S SALARY AND THE SEARCH COMMITTEE'S REVIEW OF OTHER, SIMILAR NONPROFIT'S SALARIES FOR EXECUTIVE DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VII, SECTION A, LINE 2: JESSICA GREEN BECAME EXECUTIVE DIRECTOR IN OCTOBER 2023. SHE WAS EMPLOYED BY PORTLAND PARKS FOUNDATION FOR THE ENTIRE CALENDAR YEAR 2023. SALARY REPORTED IS PER THE 2023 FORM W-2. FORM 990, PART IX, LINE 11G GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,000. TOTAL EXPENSES 5,000. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 16,665. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,665. PLANNING & EVENTS: PROGRAM SERVICE EXPENSES 23,206. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,206. OTHER PROFESSIONAL: PROGRAM SERVICE EXPENSES 96,174. MANAGEMENT AND GENERAL EXPENSES 2,227. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,401. PAYROLL EXPENSE: PROGRAM SERVICE EXPENSES 16. MANAGEMENT AND GENERAL EXPENSES 1,803. FUNDRAISING EXPENSES 124. TOTAL EXPENSES 1,943. FORM 990, PART XI, LINE 9: NET CHANGE IN THE BENEFICIAL INTEREST OF FUNDS HELD BY OCF 60,087.