2024-05-15T16:23:21-05:00 2023-06-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2022-07-01 320016048 PORTLAND BUSINESS ALLIANCE PORT 5032248684 121 SW SALMON ST 1440 PORTLAND OR 97204 ANDREW HOAN PRESIDENT & CEO 5032248684 2024-05-14 1 ANDREW HOAN 999009999 0 SANG AHN P00540880 5032270581 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANDREW HOAN 121 SW SALMON ST 1440 PORTLAND OR 97204 10616310 0 X WWW.PORTLANDALLIANCE.COM X 2002 OR TO ENSURE ECONOMIC PROSPERITY IN THE PORTLAND REGION BY PROVIDING STRONG LEADERSHIP, PARTNERSHIP, AND PROGRAMS THAT ENCOURAGE BUSINESS GROWTH AND VITALITY. 72 72 38 100 0 0 1994715 1569398 8247196 8830632 18175 26601 78807 151982 10338893 10578613 15000 239903 0 0 2084551 2358611 0 0 0 7744544 8517372 9844095 11115886 494798 -537273 2999031 5521904 1742253 4734516 1256778 787388 X TO ENSURE ECONOMIC PROSPERITY IN THE PORTLAND REGION BY PROVIDING STRONG LEADERSHIP, PARTNERSHIP, AND PROGRAMS THAT ENCOURAGE BUSINESS GROWTH AND VITALITY. 0 0 GOVERNMENT RELATIONS PROGRAM PROMOTES AND ADVOCATES PUBLIC POLICIES FOR THE DEVELOPMENT AND GROWTH OF THE CITY OF PORTLAND AND THE METROPOLITAN REGION AS A FOCUS FOR BUSINESS, PROFESSIONAL, GOVERNMENT AND CULTURAL ACTIVITIES. PUBLIC RELATIONS, MARKETING AND BUSINESS DEVELOPMENT PROGRAMS EXIST TO SUPPORT AND ENHANCE DOWNTOWN AND OTHER PARTS OF THE PORTLAND REGION. PUBLIC SPACE MAINTENANCE AND SECURITY PROGRAMS PROVIDE EMPLOYMENT OPPORTUNITIES, PUBLIC INFORMATION AND COMMUNITY BEAUTIFICATION FOR DOWNTOWN CITY SIDEWALKS AND OTHER PUBLIC PARKS AND FACILITIES. BUSINESS DEVELOPMENT AND MEMBERSHIP ACTIVITIES PROVIDE SUPPORT AND EDUCATION FOR THE PORTLAND BUSINESS COMMUNITY. 0 1 0 1 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 39 0 38 1 0 0 0 0 1 1 0 0 0 0 0 X 72 72 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ANDREW HOAN 5032248684 121 SW SALMON ST 1440 PORTLAND OR 97204 ANDREW HOAN PRESIDENT & CEO 55.00 2.00 X 333030 0 7755 JONATHAN ISAACS VP GOVERNMENT AFFAIRS 50.00 X 182927 0 22786 MARK WELLS VP DOWNTOWN SERVICES 50.00 X 153859 0 18283 MARI WATANABE EXEC. DIRECTOR, PID 10.00 40.00 X 144219 0 17424 BENJAMIN FORSTAG VP STRATEGIC PARTNERSHIPS 50.00 X 142110 0 18663 ARIANA ALEJANDRES VP FINANCE & OPS 40.00 10.00 X 133408 0 16689 JESSICA GETMAN CHAIR 12.00 0.10 X X 0 0 0 ALANDO SIMPSON CHAIR ELECT 4.00 0.10 X X 0 0 0 JOHN MAHER CHAIR EMERITUS 3.00 0.10 X X 0 0 0 MICHAEL LIU SECRETARY 3.00 X X 0 0 0 WILL RASMUSSEN TREASURER 5.00 X X 0 0 0 ANDREW COLAS SMALL BUSINESS REPRESENTATIVE 3.00 X X 0 0 0 PETER ANDREWS VICE CHAIR FOR GOVERNMENT RELATIONS 3.00 X X 0 0 0 LIZ FULLER VICE CHAIR FOR MARKETING & COMMUNICATIONS 3.00 X X 0 0 0 ART AVITIA VICE CHAIR FOR MEMBERSHIP 3.00 X X 0 0 0 GRACIELA COWGER VICE CHAIR FOR CENTRAL CITY 3.00 X X 0 0 0 COURTNEY MARTIN MANUFACTURING REPRESENTATIVE 3.00 X X 0 0 0 TERRENCE PASCHAL DOWNTOWN PORTLAND CLEAN & SAFE REPRESENTATIVE 3.00 X X 0 0 0 ABBY TIBBS EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 MICHAEL HURLEY BOARD MEMBER 3.00 X 0 0 0 MERRIN PERMUT EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 MELISSA VAILLANCOURT MEMBER AT LARGE 3.00 0.10 X 0 0 0 MATT VAUGHN BOARD MEMBER 3.00 X 0 0 0 MATT KEATING BOARD MEMBER 3.00 X 0 0 0 MATT GOODMAN BOARD MEMBER 3.00 X 0 0 0 MARK ANDERSON BOARD MEMBER 3.00 X 0 0 0 MARION HAYNES BOARD MEMBER 3.00 X 0 0 0 MONIQUE CLAIBORNE EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 LISA MURPHY MEMBER AT LARGE 3.00 X 0 0 0 LANCE RANDALL EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 KYLE BAISCH EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 KRISTIN WATKINS EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 KIMBERLY BRANAM EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 KEITH LEAVITT EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 KARIN EDWARDS EX-OFFICIO BOARD MEMBER 3.00 0.10 X 0 0 0 JUSTIN DELANEY MEMBER AT LARGE 3.00 X 0 0 0 JULIA BANKS MEMBER AT LARGE 3.00 X 0 0 0 LISA SKARI EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 NAGI NAGANATHAN EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 NIMA DARABI BOARD MEMBER 3.00 X 0 0 0 TROY DICKSON BOARD MEMBER 3.00 0.10 X 0 0 0 TRAVIS HARPER BOARD MEMBER 3.00 X 0 0 0 TONY KOPKI BOARD MEMBER 3.00 X 0 0 0 TOM HUGHES BOARD MEMBER 3.00 X 0 0 0 TIM LEAVITT BOARD MEMBER 3.00 X 0 0 0 TED FETTIG BOARD MEMBER 3.00 X 0 0 0 STEVE ROSELLI BOARD MEMBER 3.00 X 0 0 0 STEPHEN PERCY EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 SKIP NEWBERRY EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 NICK FRITEL BOARD MEMBER 3.00 X 0 0 0 SEAN WATERS BOARD MEMBER 3.00 X 0 0 0 SAM DESUE EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 ROBIN BEAVERS BOARD MEMBER 3.00 X 0 0 0 RICH WHITE BOARD MEMBER 3.00 X 0 0 0 RALPH COLE BOARD MEMBER 3.00 X 0 0 0 PATRICK MENZIES BOARD MEMBER 3.00 X 0 0 0 PATRICK GILLIGAN BOARD MEMBER 3.00 X 0 0 0 PARNA MEHRBANI EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 ORN BODVARSSON EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 ORLANDO WILLIAMS BOARD MEMBER 3.00 X 0 0 0 SCOTT BOLTON MEMBER AT LARGE 3.00 X 0 0 0 JONATHAN WHITMORE EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 JULES BAILEY BOARD MEMBER 3.00 X 0 0 0 JONATHAN DALE BOARD MEMBER 3.00 X 0 0 0 DAVE HANSEN BOARD MEMBER 3.00 X 0 0 0 DANA KRAWCZUK BOARD MEMBER 3.00 X 0 0 0 DAN FIELD BOARD MEMBER 3.00 0.10 X 0 0 0 COURTNEY POSEY BOARD MEMBER 3.00 X 0 0 0 CHRIS OXLEY MEMBER AT LARGE 3.00 X 0 0 0 CHARLES WILHOITE BOARD MEMBER 3.00 X 0 0 0 CANDACE BEEKE BOARD MEMBER 3.00 X 0 0 0 DAVID CHOWN BOARD MEMBER 3.00 X 0 0 0 BRIANNE MARGOLIN BOARD MEMBER 3.00 X 0 0 0 BRET GELBER BOARD MEMBER 3.00 X 0 0 0 ANGELICA ESPINOSA BOARD MEMBER 3.00 X 0 0 0 ANDY MENDENHALL EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 ANDREW SCHPAK BOARD MEMBER 3.00 X 0 0 0 AMIR JOHNSON BOARD MEMBER 3.00 X 0 0 0 ADRIEN BENNINGS EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 BRETT BAKER BOARD MEMBER 3.00 X 0 0 0 DEBBIE HUTCHINS BOARD MEMBER 3.00 X 0 0 0 DAVID BOOTH BOARD MEMBER 3.00 X 0 0 0 DEIRDRE MOLANDER BOARD MEMBER 3.00 X 0 0 0 JOHN GROSSI BOARD MEMBER 3.00 X 0 0 0 JOHN COY BOARD MEMBER 3.00 X 0 0 0 JIM ETZEL EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 JILL MACKIE BOARD MEMBER 3.00 X 0 0 0 JENNIFER PRICE BOARD MEMBER 3.00 X 0 0 0 JEFF MILLER EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 DEBORAH HERRON BOARD MEMBER 3.00 X 0 0 0 JARED HOLUM BOARD MEMBER 3.00 X 0 0 0 JANE GORDON EX-OFFICIO BOARD MEMBER 3.00 X 0 0 0 JASON GREEN BOARD MEMBER 3.00 X 0 0 0 ELLIE BOOTH MEMBER AT LARGE 3.00 X 0 0 0 JAMES HARKER BOARD MEMBER 3.00 X 0 0 0 JT HUTCHINSON BOARD MEMBER 3.00 X 0 0 0 HARRY CHEEMA BOARD MEMBER 3.00 X 0 0 0 FRANK BURKHARTSMEYER MEMBER AT LARGE 3.00 X 0 0 0 DIANE ECONOMAKI BOARD MEMBER 3.00 X 0 0 0 VICTORIA LARA BOARD MEMBER 3.00 X 0 0 0 1089553 0 101600 7 0 1 0 CENTRAL CITY CONCERN 232 NW 6TH AVE PORTLAND OR 97209 CLEANING SERVICES 2829021 GARDAWORLD SECURITY SERVICES PO BOX 843886 KANSAS CITY MO 64184 SECURITY SERVICES 2712833 CITY OF PORTLAND POLICE BUREAU 1120 SW FIFTH AVE 1250 PORTLAND OR 97204 SECURITY SERVICES 531164 3 1538441 30957 1569398 CONTRACT REVENUE - CLEAN & SAFE 561000 6161489 6161489 OTHER CONTRACT REVENUE 900099 2105889 2105889 MEETINGS 900099 563254 563254 8830632 26601 26601 51568 30957 37697 13871 13871 SPECIAL PROJECTS 900099 128101 128101 CERTIFICATES OF ORIGIN 900099 5510 5510 OTHER REVENUE 900099 4500 4500 138111 10578613 8968743 0 40472 239903 318241 1623722 78128 169278 169242 89864 21500 358869 148279 559060 269039 22275 24360 CONTRACT SERVICES 6707127 TAXES, LICENSES, DUES 65317 251682 11115886 611223 396416 42607 42646 1042074 943383 227081 215808 253113 73667 160814 179446 915232 1136458 0 2607747 2999031 5521904 669835 1071334 874597 835641 197821 2827541 1742253 4734516 X 1256778 787388 1256778 787388 2999031 5521904 -537273 67883 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1538441 60341 -148822 -88481 61538 -150019 192406 68717 123689 19800 4950 14850 40907 40907 179446 EQUITY FUNDS 621983 F FIXED INCOME FUNDS 514475 F 1136458 OPERATING LEASE RIGHT-OF-USE ASSETS 2607747 2607747 DEPOSITS HELD 1533 DUE TO RELATED ENTITY 15000 OPERATING LEASE LIABILITIES 2811008 2827541 X 10689193 67883 5000 37697 110580 10578613 0 10578613 11158583 5000 37697 42697 11115886 0 11115886 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISION OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES 37,697. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES 37,697. GOLF SCRAMBLE 82525 30957 51568 400 5970 28680 41 2606 82525 30957 51568 400 5970 28680 41 2606 37697 13871 1 PORTLAND BUSINESS ALLIANCE CHARITABLE INSTITUTE 121 SW SALMON ST STE 1440 PORTLAND OR 97204 930819366 501(C)(3) 53281 0 FUNDING FOR PORTLAND COMMUNITY COLLEGE SMALL BUSINESS PROGRAM SCHOLARSHIPS AND ALLOCATED PPP GRANTS CLEAN & SAFE 121 SW SALMON ST STE 1440 PORTLAND OR 97204 930923476 501(C)(3) 186622 0 ALLOCATED PPP FUNDS 2 0 PART I, LINE 2: THE RECIPIENTS REPORT USES OF CHARITABLE FUNDS AS THEY OCCUR. X 1 1 X X X X X 0 0 0 ANDREW HOAN PRESIDENT & CEO 260500 0 72530 0 0 0 4800 0 2955 0 340785 0 0 0 JONATHAN ISAACS VP GOVERNMENT AFFAIRS 182927 0 0 0 0 0 10377 0 12409 0 205713 0 0 0 MARK WELLS VP DOWNTOWN SERVICES 153859 0 0 0 0 0 6684 0 11599 0 172142 0 0 0 MARI WATANABE EXEC. DIRECTOR, PID 144219 0 0 0 0 0 7138 0 10286 0 161643 0 0 0 BENJAMIN FORSTAG VP STRATEGIC PARTNERSHIPS 142110 0 0 0 0 0 6314 0 12349 0 160773 0 0 0 ARIANA ALEJANDRES VP FINANCE & OPS 133408 0 0 0 0 0 7365 0 9324 0 150097 0 0 0 PART I, LINE 1A MAC MEMBERSHIP FOR ANDREW HOAN, CEO FORM 990, PART VI, SECTION A, LINE 2 MANY OF THE DIRECTORS REPRESENT COMPANIES THAT HAVE BUSINESS RELATIONSHIPS WITH OTHER COMPANIES REPRESENTED ON THE BOARD. ADDITIONALLY, THE PRESIDENT AND CEO SITS ON THE ADVISORY BOARDS OF TWO COMPANIES REPRESENTED ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 3 EXECUTIVE COMMITTEE CONSISTS OF NOT MORE THAN TWENTY-ONE VOTING MEMBERS OF THE BOARD OF DIRECTORS INCLUDING THE TEN OFFICER POSITIONS, A SMALL BUSINESS REPRESENTATIVE AND A MANUFACTURING REPRESENTATIVE, BOTH SELECTED BY THE NOMINATING COMMITTEE, AS WELL AS THE CHAIR OF THE CLEAN & SAFE BOARD. AT LEAST TWO OF THE MEMBERS MUST BE DOWNTOWN PROPERTY OWNERS AND AT LEAST THREE MUST BE LEASSEES OF AT LEAST 10,000 SQ. FT. OF SPACE WITHIN THE DOWNTOWN CLEAN & SAFE DISTRICT. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS RECEIVE AN ELECTRONIC COPY AT LEAST TWO WEEKS BEFORE THE RETURN IS FILED. ANY ITEMS OF CONCERN ARE RESOLVED BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND KEY EMPLOYEES ARE SENT THE POLICY ANNUALLY AND REQUIRED TO COMPLETE DISCLOSURE DOCUMENTS. BOARD MEMBERS ARE ASKED TO COMPLETE THE DISCLOSURE DOCUMENT AT THE BEGINNING OF EACH OF THEIR TERMS. THEY ARE ASKED ANNUALLY IF THERE HAS BEEN ANY CHANGE IN POTENTIAL CONFLICT OF INTEREST INFORMATION. IF SO, THEY ARE ASKED TO COMPLETE A NEW FORM. THE DOCUMENTS ARE COLLECTED AND REVIEWED BY THE PRESIDENT & CEO. THE TERMS OF THE CONFLICT OF INTEREST POLICY ARE REVIEWED WITH THE BOARD AND STAFF ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 OUR HR CONSULTING FIRM PROVIDES A SIMILAR ANALYSIS AS REQUESTED ON NEW OR VACANT POSITIONS PRIOR TO FILLING. CEO COMPENSATION IS DETERMINED ANNUALLY BY COMPENSATION COMMITTEE MADE UP OF CHAIR, CHAIR EMERITUS, INCOMING CHAIR AND CHAIR OF CLEAN & SAFE, INC. FORM 990, PART VI, SECTION C, LINE 19 PORTLAND BUSINESS ALLIANCE DOES NOT MAKE THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PORTLAND BUSINESS ALLIANCE CHARITABLE INSTITUTE 121 SW SALMON ST STE 1440 PORTLAND OR 97204 930819366 CARRY OUT THE CHARITABLE AND EDUCATIONAL MISSION OF THE PBA OR 501(C)(3) LINE 7 PORTLAND BUSINESS ALLIANCE 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 PORTLAND BUSINESS ALLIANCE CHARITABLE INSTITUTE B 53281 COST PORTLAND BUSINESS ALLIANCE CHARITABLE INSTITUTE O 551047 COST