2025-11-10T13:33:27-05:00 2024-12-31 931263395 PAULY ROGERS & CO PC 12700 SW 72ND AVENUE TIGARD OR 97223 990 2024-01-01 931069203 EVERGREEN AVIATION AND SPACE MUSEUM % SCOT LANEY EVER 5034344185 500 NE CAPT MICHAEL KING SMITH WAY MCMINNVILLE OR 97128 SCOT LANEY BOARD MEMBER 5034344185 2025-03-27 true true ROY R ROGERS P00029120 5036202632 2025-11-10 2024 2025-03-06 01:10:19Z SCOT LANEY 500 NE CAPT MICHAEL KING SMITH WAY MCMINNVILLE OR 97128 4653356 false X WWW.EVERGREENMUSEUM.ORG X 1994 OR INSPIRE A COMMUNITY FOR INNOVATION AND DISCOVERY, PRESERVE AEROSPACE HISTORY, AND HONOR THOSE WHO SERVE. 19 19 61 185 0 0 403110 1055208 2194060 2484825 17609 22650 664521 690044 3279300 4252727 0 0 1667744 1681402 0 197361 2081289 3084016 3749033 4765418 -469733 -512691 4292765 4032747 2549600 2802273 1743165 1230474 INSPIRE A COMMUNITY FOR INNOVATION AND DISCOVERY, PRESERVE AEROSPACE HISTORY, AND HONOR THOSE WHO SERVE. false false 3755577 2058409 THE EVERGREEN AVIATION AND SPACE MUSEUM HOUSES THE HUGHES H-4 HERCULES, BETTER KNOWN AS THE SPRUCE GOOSE, ACCREDITED BY THE ASME AS THE 219TH HISTORICAL MECHANICAL ENGINEERING LANDMARK. IT IS NOW LISTED ON THE NATIONAL PARK SERVICES REGISTER OF HISTORIC PLACES, FURTHER RECOGNIZING ITS HISTORICAL AND ENGINEERING SIGNIFICANCE. THE MUSEUM HOSTED 122,736 VISITORS IN 2024, WORKING TOWARD OUR GOAL OF HELPING TO INFORM AND ENGAGE OUR COMMUNITY. OUR MUSEUM IS A SMITHSONIAN AFFILIATE AND WORKING TOWARD ACCREDITATION WITH THE AAM (AMERICAN ALLIANCE OF MUSEUMS). WITH A MISSION TO INSPIRE A COMMUNITY FOR INNOVATION AND DISCOVERY, PRESERVE AEROSPACE HISTORY, AND HONOR THOSE WHO SERVE. WE DISPLAY 151 EXHIBITS THAT DEPICT AND PRESERVE AROSPACE HISTORY 8552 145046 OUR EDUCATION PROGRAM HOSTED MORE THAN 10,000 STUDENTS, ATTENDING OUR HANDS-ON EDUCATIONAL PROGRAMS FOCUSED ON SCIENCE, TECHNOLOGY, ENGINEERING, ARTS AND MATH (STEAM). OUR EDUCATION PROGRAMS OFFER SEVERAL OPTIONS FOR KIDS TO JOIN US FROM HOME OR IN PERSON, INCLUDING WEEKLY SCHEDULED EVENTS, SUMMER CAMPS, SCOUTS PROGRAMS, VIRTUAL FIELD TRIPS, MUSEUM @ HOME, AND A THEATER. OUR MUSEUM TOURS PROGRAM OFFERS VISITORS A UNIQUE OPPORTUNITY TO TOUR OUR MUSEUM WITH OUR EXPERT DOCENTS AND VOLUNTEERS, OF WHOM MANY ARE VETERAN PILOTS THEMSELVES AND CAN OFFER FIRSTHAND EXPERIENCE AND STORIES. 3831 44468 OUR RESTORATION PROGRAM HONORS OUR VETERANS WITH THE OPPORTUNITY TO BUILD AND RESTORE HISTORICAL AIRCRAFT. IT DISPLAYS PLANES IN VARIOUS STAGES OF COMPLETION, INCLUDING COMPLETELY RESTORED, AND NEEDING ASSEMBLY & FABRICATION. IT GIVES OUR VISITORS A UNIQUE VIEW OF THE RESTORATION PROCESS AND WHAT CAN BE ACHIEVED THROUGH THE CARING HARD WORK OF PASSIONATE VOLUNTEERS. 3767960 true true false false false false false true false true true false false false true false true false false false false false false false true false false false false true false false false true false false false false true false false false false false false false false true 18 0 true 61 true false false false false false true true false false false false false false X 19 19 false false false false false false false true true false false true true true true true true true false false OR X X X KRISTINE HEPPNER 5034344185 500 NE CAPT MICHAEL KING SMITH WAY MCMINNVILLE OR 97128 TYSON WEINERT FORMER CEO 60.00 0.00 X 195779 0 3200 TERRY HOWELL VP OF OPERATIONS 50.00 0.00 X 120451 0 10566 SCOT LANEY MEMBER CEO 0.96 0.00 X X 74748 0 0 GARY MORTENSON DIRECTOR 1.15 0.00 X 0 0 0 BUD VARTY MEMBERDOCENT 1.54 0.00 X 0 0 0 ADRIENNE ROARK MEMBER 0.00 0.00 X 0 0 0 SHASHI JAIN MEMBERINTERIM CEO 1.63 0.00 X 0 0 0 KABIR BHATIA MEMBER FINANCE CHAIR 2.69 0.00 X 0 0 0 BARRY BROWN MEMBERDOCENT 1.54 0.00 X 0 0 0 RON NOBLE MEMBER 1.54 0.00 X 0 0 0 JUDGE MICHAEL HOGAN MEMBER 1.54 0.00 X 0 0 0 DENNIS ODONOGHUE MEMBER 1.54 0.00 X 0 0 0 VALERIE WEBB MEMBER 0.00 0.00 X 0 0 0 GREG WOOLDRIDGE MEMBER 1.54 0.00 X 0 0 0 PAUL GELINAS MEMBER 1.54 0.00 X 0 0 0 JEFF BAKER MEMBER 1.83 0.00 X 0 0 0 JOE MICALLEF MEMBER 1.83 0.00 X 0 0 0 COREY FRAISER MEMBER 1.83 0.00 X 0 0 0 PATRICK COX CHAIRPERSON VICE CHAIRPERSON 2.69 0.00 X X 0 0 0 ERIC AEBI TREASURERSECRETARY 0.48 0.00 X X 0 0 0 PAMELA LEAVITT CHAIRPERSON INTERIM CHAIRPERSON 3.85 0.00 X X 0 0 0 MOHAN NAIR EXECUTIVE COMMITTEE 1.35 0.00 X X 0 0 0 390978 0 13766 2 false true false BETTERMEANT LLC 515 NW SALTZMAN RD STE 754 PORTLAND OR 97229 FINANCIAL SERVICES 103200 1 734775 320433 63631 1055208 ADMISSIONS 900099 2058409 2058409 MEMBERSHIPS 900099 281370 281370 EDUCATION 900099 145046 145046 2484825 22650 22650 173596 70909 102687 102687 503905 329720 174185 174185 OTHER REVENUE 900099 333851 333851 EVENTS 900099 79321 79321 413172 4252727 2897997 0 299522 404744 303558 101186 1014884 708021 292138 14725 126685 104621 14270 7794 135089 98345 25937 10807 69497 69497 174499 143805 30694 57623 36085 21538 1738569 1582462 156107 4527 3860 667 203682 203682 CONTRACT SERVICES 466986 353826 113160 COLLECTION & EXHIBIT 46222 46222 OTHER EXPENSES 174964 29378 145586 RESTRICTED FUND 44074 44074 103373 40524 62849 4765418 3767960 800097 197361 742529 275481 733403 812830 879 96608 138497 113845 35632 33508 5853489 3154267 2640572 2699222 1253 1253 4292765 4032747 315827 232851 61875 200000 200000 488060 1971898 1881362 2549600 2802273 X 1428937 943169 314228 287305 1743165 1230474 4292765 4032747 -512691 0 X false true X true false X 297998 2659557 1009375 409400 494029 4870359 919722 1366028 1782722 1997464 2058409 8124345 54330 11750 60889 118098 79321 324388 1272050 4037335 2852986 2524962 2631759 13319092 0 0 0 0 0 0 13319092 37 293 1599 17609 22650 42188 37 293 1599 17609 22650 42188 1272087 4037628 2854585 2542571 2654409 13361280 0.99680 0.99710 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X false 158398 158398 158398 158398 158398 158398 154984 3414 158398 101013 53971 154984 false false 2287588 1935281 352307 1403950 927060 476890 2161951 291926 1870025 2699222 OPERATING LEASE LIABILITY 1807958 OTHER LIABILITIES 7100 CURRENT PORTION OF LT DEBT 66304 1881362 4653356 4653356 -400629 -400629 4252727 5166047 5166047 -400629 -400629 4765418 Part V, Line 4-Intended uses of endowment funds THE EARNINGS FROM THE ENDOWMENT MUST BE USED ON EDUCATIONAL PROGRAMS. Part XI, Line 4b-Other revenue not included on Sch D but on 990 COST OF GOODS SOLD - $329,720FUNDRAISING EXPENSES - $70,909 Part XII, Line 4b-Other expenses not included on Sch D but on 990 COST OF GOODS SOLD - $329,720FUNDRAISING EXPENSES - $70,909 GALA 129395 129395 1950 14134 6000 43497 D-DAY 43100 43100 4434 1 1100 1100 894 173595 173595 2844 18568 6000 43497 70909 102686 X X X false false false false false false false false false TYSON WEINERT FORMER CEO 195779 3200 198979 WILLIAM H STOLLER FAMILY TRUST SUBSTANTIAL CONTRIB OPERATIONAL FUNDING X 200000 200000 false true true 200000 Supplemental Information for Schedule L (A) NAME OF PERSON: WILLIAM H. STOLLER FAMILY TRUST(B) RELATIONSHIP WITH ORGANIZATION: SUBSTANTIAL CONTRIBUTOR(C) PURPOSE OF LOAN: OPERTIONAL FUNDING X DONATED ADMISSION TICKETS 364 13832 COMPARABLE SALES X NET ZERO LIGHTS 3 16523 COMPARABLE SALES X WINEEVENT TICKETSFLIGHT 25 18766 COMPARABLE SALES X WINEIT EQUIPMENT 10 14510 COMPARABLE SALES Form 990 governing body review Part VI line 11 COMPLETED FORM 990 IS REVIEWED BY CEO, CFO, FINANCE MANAGER, TREASURER & CHAIRPERSON. Conflict of interest policy compliance Part VI line 12c THE MUSEUM CIRCULATES A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY THAT ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE AND RETURN TO THE MUSEUM. BOARD MEMBERS ARE TRAINED ON CONFLICT OF INTEREST ANNUALLY EITHER AS PART OF THE ANNUAL MEETING OR AS A SEPARATE STAND-ALONE TRAINING SESSION. THE LAST SUCH TRAINING SESSION WAS COMPLETED DEC 2022 AND EACH BOARD MEMBERS REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY WHICH WAS APPROVED SEPTEMBER 10 2019. THE CONFLICT OF INTEREST REVIEW WITH THE OFFICERS HAS BEEN CONDUCTED BY THE MUSEUM COUNSEL AS NEEDED. CEO executive director top management comp Part VI line 15a THE BOARD OF DIRECTORS APPROVES THE COMPENSATION PACKAGE FOR THE CEO, CFO, AND FINANCE DIRECTOR AFTER DELIBERATION WITH INDEPENDENT SOURCES AND COMPARISONS TO PREVAILING MARKET CONDITIONS. THE LAST TIME THIS PROCESS WAS UNDERTAKEN WAS IN DECEMBER 2022 FOR THE CEO. Governing documents etc available to public Part VI line 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST, WHILE FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.