PORTLAND ROSE FESTIVAL FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1908

Legal Domicile

Principal Officer

MARILYN CLINT

Phone

5032272681

Tax Period

2023-11-01 to 2024-10-31

PORTLAND ROSE FESTIVAL FOUNDATION, founded in 1908, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.2M in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $4.3M exceeded revenue, resulting in a 34% operating deficit.

Mission

THE PORTLAND ROSE FESTIVAL FOUNDATION IS A NON-PROFIT THAT SERVES THE COMMUNITY BY PROVIDING FAMILIES AND INDIVIDUALS WITH PROGRAMS AND EVENTS THAT PROMOTE THE ARTS, EDUCATION, AND VOLUNTEERISM. WE VALUE ENVIRONMENTAL RESPONSIBILITY, DIVERSITY, PATRIOTISM, AND OUR HISTORIC & FLORAL HERITAGE.

Program Service Accomplishments

Program 1

Expenses: $3,215,562 Revenue: $2,748,467

FOR 118 YEARS, THE PORTLAND ROSE FESTIVAL HAS PLAYED A VITAL ROLE IN BRINGING THE CITY TOGETHER, PROVIDING A SENSE OF UNITY AND CELEBRATION IN THE FACE OF HISTORIC CHALLENGES. AS PORTLAND'S OFFICIAL FESTIVAL, IT HAS CONTINUED TO INSPIRE THE COMMUNITY WITH SIGNATURE EVENTS SUCH AS THE GRAND FLORAL PARADE, STARLIGHT PARADE, JUNIOR PARADE, QUEEN'S CORONATION, CITYFAIR, AND FLEET WEEK. THE FESTIVAL REMAINS A POWERFUL FORCE IN REVITALIZING PORTLAND, WELCOMING BOTH RESIDENTS AND VISITORS TO CELEBRATE THE CITY'S FLORAL HERITAGE AND STRONG COMMUNITY SPIRIT, WHILE REINFORCING THE BONDS THAT CONNECT US ALL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $292,104

Program Service Revenue $2,608,535

Investment Income $83,912

Other Revenue $232,125

TOTAL REVENUE $3,216,676

Expense Breakdown

Grants Paid $53,332

Salaries & Benefits $1,457,715

Fundraising Expenses $81,227

Program Expenses $3,215,562

Other Expenses $2,812,043

TOTAL EXPENSES $4,323,090

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,216,676	$3,757,594	-0.1%
Expenses	$4,323,090	$4,368,185	0.0%
Net Income	$-1,106,414	$-610,591	+0.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

2500

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$329,580

Total Directors

Key Employees

$163,163

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARILYN CLINT	CEO	40.00	Officer	$188,462	$14,802	$203,264
NICHOLAS BRODNICKI	COO	40.00	Key Emp	$159,226	$3,937	$163,163
TANYA WILKINS	CFO	40.00	Officer	$111,838	$14,478	$126,316
CONTESA DIAZ-NICOLAIDIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEREMY EMERSON	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
DAYNA KIRK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MELISSA DAMM	TREASURER	1.00	Officer Director	$0	$0	$0
DAVE COHEN	SECRETARY	1.00	Officer Director	$0	$0	$0
JJ SPRIET	ASSISTANT - TREASURER	1.00	Officer Director	$0	$0	$0
AMY BARSS	DIRECTOR	1.00	Director	$0	$0	$0
AMY JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
ANJENE BRYANT	DIRECTOR	1.00	Director	$0	$0	$0
BREANNA JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA RAY SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
CARLA STENBERG	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL ZANDER	DIRECTOR	1.00	Director	$0	$0	$0
COREY HANSON	DIRECTOR	1.00	Director	$0	$0	$0
DAN LENZEN	DIRECTOR	1.00	Director	$0	$0	$0
DAVE KECKES-CHARTREY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID COHEN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MCCALL	DIRECTOR	1.00	Director	$0	$0	$0
DAYROL GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
E'AN TODD	DIRECTOR	1.00	Director	$0	$0	$0
EBONY FOREMAN	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH NYE	DIRECTOR	1.00	Director	$0	$0	$0
ERICA BALDWIN JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
FRANCIS DOO	DIRECTOR	1.00	Director	$0	$0	$0
GENEANE STAHL	DIRECTOR	1.00	Director	$0	$0	$0
GORDON WALKER	DIRECTOR	1.00	Director	$0	$0	$0
HEAVENLY LITTLETON	DIRECTOR	0.00	Director	$0	$0	$0
HELEN LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
JACK WEAST	DIRECTOR	1.00	Director	$0	$0	$0
JAMAL FOX	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
JASMINE GOODWIN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF DEERING	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY FARNSWORTH	DIRECTOR	1.00	Director	$0	$0	$0
JOHN JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
KARIS STOUDAMIRE-PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
KIRK NEWELL	DIRECTOR	1.00	Director	$0	$0	$0
LINDA GUNSELMAN	DIRECTOR	1.00	Director	$0	$0	$0
LINDA SHERON	DIRECTOR	1.00	Director	$0	$0	$0
LINDA SPAULDING	DIRECTOR	1.00	Director	$0	$0	$0
LISA DUVALL	DIRECTOR	1.00	Director	$0	$0	$0
MARLO ECKERT	DIRECTOR	1.00	Director	$0	$0	$0
MARY ABBOTT PORTILLO	DIRECTOR	1.00	Director	$0	$0	$0
MIKE COHEN	DIRECTOR	1.00	Director	$0	$0	$0
NANCY WOLF	DIRECTOR	1.00	Director	$0	$0	$0
NATASHA HOLSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
PETER MACK	DIRECTOR	1.00	Director	$0	$0	$0
RAY HANSON	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD RANSOME	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MCCONVILLE	DIRECTOR	1.00	Director	$0	$0	$0
RON CARR	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT GUPTILL	DIRECTOR	1.00	Director	$0	$0	$0
SETH WICKREMARACHCHI	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN NEMER	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN HALSTEN	DIRECTOR	1.00	Director	$0	$0	$0
TAM ALLISON	DIRECTOR	1.00	Director	$0	$0	$0
TERRI NORWOOD	DIRECTOR	1.00	Director	$0	$0	$0
THOM FALLER	DIRECTOR	1.00	Director	$0	$0	$0
TIM WELLS	DIRECTOR	1.00	Director	$0	$0	$0
TOSHIKO SEEMAN	DIRECTOR	1.00	Director	$0	$0	$0
TREVOR LAINE	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE NIAS	DIRECTOR	1.00	Director	$0	$0	$0
VERONICA VAZQUEZ	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$3,216,676	$4,323,090	$2,662,276	$-1,106,414
2023	$3,757,594	$4,368,185	$3,689,872	$-610,591
2022	$6,544,001	$4,498,698	$4,280,591	$2,045,303
2021	$1,493,262	$1,233,536	$2,329,427	$259,726
2020	$1,157,291	$1,578,473	$2,300,203	$-421,182
2019	$3,654,593	$3,578,327	$2,496,955	$76,266
2018	$3,484,803	$3,507,463	$2,409,354	$-22,660