POBSA 2025-Revised,P-QM
ORCHARD
2025 Lodging Tax Application
Applicant Acknowledgement
Applicants accept the following conditions:
Application Deadline —October 24, 2024, by 2PM
Applications will be accepted by e-mail at cityclerk@portorchardwa.aov
• Late applications will not be accepted
• Responses to be limited to 3 pages, plus required attachments
• Successful, eligible applicants may be contacted to schedule an interview with the lodging Tax
Advisory Committee — Please note date scheduled is Wednesday, October 30, 2024.
If funded, the individual who has the authority to sign contracts and provide documents to the City of
Port Orchard is requested to sign below; and to also acknowledge your responsibility to notify (enter who
to notify and how) of any changes to your organization's contact information.
Point of Contact
Title
Signature
Phone
Email \ .
ORCHARD��
2025 Lodging Tax Application
Checklist
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Submittal Checklist
Application Transmittal
�hecklist
0'4pplicant Acknowledgement
Submitted by Thursday. October 24. 2024 by 2PM
Responses*:
09arketing Plan
C✓>financial Status
deporting Requirements
*Does not exceed 3 pages
Attachments:
O'Total LTAC Budget
p"U'p to 5 Examples of Marketing
C,Y2024 Year -To -Date Income Statement
p,1024 Year -To -Date Balance Sheet
p'L`023 Income Statement
,[�023 Balance Sheet
ost Recent Tax Return or Financial Statement from an independent source
0' /l
Port Orchard Bay Street Association / Port Orchard Waterfront LTAC Application
MARKETING PLAN: Explain Plan to promote tourism in Port Orchard. Specify audience.
The Port Orchard Bay Street Association (POBSA) has been a supporting force for our local business community for over
20 years. We are local citizens, merchants, building owners, and civic leaders. Our mission is to support our local
business community with events, opportunities, tourism marketing, and championing incredible experiences for visitors. In
2024, we re -branded our website and marketing materials to Port Orchard Waterfront. We use both in this application, and
attached marketing samples.
Our Marketing Plan is focused on reaching a diverse population from local citizens and families to travelers and tourists,
including outreach to the Greater Pacific Northwest. This regional focus for outreach creates awareness of Port Orchard
as a destination, for shopping, dining, and recreation. Our draw is our unique waterfront, and maritime history. Our
audience is EVERYONE as we believe everyone will connect with one aspect or another —from our beautiful scenery,
outdoor activities, shops and eateries, to our unique history and culture. Our small town has infinite charm and much to
offer every guest. We will occasionally fine tune our demographics, and outreach depending on the event or experience,
inviting a diverse population to come to Port Orchard for a few hours, days, or weeks.
In 2024, the Marketing Committee audited the current marketing options we'd been using (mostly newspaper/print
advertising) to ensure we were reaching the largest people groups at our disposal. We chose to pivot from paper
advertising and expand our outreach with a larger digital presence, utilizing social media ads for our main tourism and
event marketing strategy.
Transitioning to these digital tools gave us a better window into the amount of eyeballs we were getting in front of. We
intend to keep refining our digital approaches in 2025. We consistently spread our messaging to areas like Spokane,
Boise, Portland, and Bellingham for general tourism marketing and large events. We invite visitors from Port Angeles to
Snoqualmie for our events intended for a more local audience. We use rotating ads for Port Orchard tourism that point
people towards either our website, or engaging with us on social media.
ii. How our marketing plan generates "heads in beds" and/or draws visitors from 50+ miles
Port Orchard has needed positive, encouraging tourism messaging for some time now. In 2024, our marketing team
crafted a plan to elevate the narrative by implementing highly visual, bright, colorful imagery, video, and design elements
that draw potential visitors into the beauty all around us in our downtown community. This last year we built a brand new
website full of visual assets so that visitors and guests would learn what it feels like, smells like, looks like, to experience
the Port Orchard waterfront. Our website has robust SEO, and is frequently one of the top searches of Port Orchard
keywords. Annually we see over 50k+ visitors to our web pages and consistently reach over 100k per month via our
socials. On our socials we speak to the beauty of our downtown areas, and showcase the best our community has to
offer. We also host events that share the stories like our unique maritime heritage, and the unique floating museum —our
historic Carlisle II still carrying passengers across the Inlet. We illustrate what it feels like to enjoy a summer evening at
the night market watching the sun set over the Olympic mountains. We believe that Port Orchard is an incredibly
wonderful place to visit, and live. We meet people who share this sentiment, we know we will generate more visits and
overnights by consistently telling these stories, and expanding our reach beyond the boundaries of Kitsap with our
marketing strategies.
iii. What percent of your budget is marketing? What percentage of your request is marketing?
Marketing is 25% of our association's total 2025 estimated budget.
In this request, Marketing represents 65% of our LTAC ask, and 29% of our LTAC total budget.
Summary of marketing types, and total amount spent for each type
Port Orchard Bay Street Association / Port Orchard Waterfront LTAC Application
The Port Orchard Bay Street Association uses these types of marketing.
MARKETING TYPE
Projected 2025
Social Media Marketing
$ 3465
Publication Advertising
$ 3982
Static Advertising: Banners, Aboards, Yard Signs, Reader Boards
$ 4016
Print Marketing: postcards, posters, flyers
$ 6735
Digital & Email Marketing Campaigns
$ 4313
TOTAL
$ 22,511
FINANCIAL STATUS: funding through other sources / and other funding in the future?
We apply for additional funding opportunities whenever possible. Each year we submit an application to Kitsap Bank's
Community Connections. POBSA works continually to collaborate with Community Partners. In 2024, we created a tiered
approach to Sponsorship levels for events so that more organizations, and local merchants can contribute
As for future funding, we are currently researching becoming a MainStreet Organization. This is likely a multi -year
process, but will allow us to seek additional funding through B&O taxes, and open us to national resources for historic
preservation, economic revitalization and tourism promotion.
ii.Collaboration with other organizations on tourism. How / What / Is there Duplication?
The Port Orchard Bay Street Association serves as a hub for community collaboration for events and tourism. Everything
we do focuses on collaborating with merchants, and organizations, to create a coalition with our community partners, to
host great events and promote tourism to downtown Port Orchard.
We meet regularly to discuss events, and what portion of each event an individual organization is responsible for.
Examples include:
• In 2024, we encouraged the SK Chamber to return to the Seagull Calling Contest, as part of our Mosquito Fleet Fest.
• Holiday on the Bay is made up entirely of supporting organizations including: Port of Bremerton, Fathoms of Fun; SK
Chamber of Commerce, Sorpotomists; Rotary; and local business partners like Port Orchard Ford; and Stokes
Auction.
• Love Kitsap - we collaborate frequently with one of our local tourism organizations to create evergreen waterfront
content, such as event guides, visitor guides and features of local storefront owners. County funds are used to
spotlight some of the best experiences, events and locations.
As for duplication, each organization may do their individual marketing separately, which compliments and enhances total
outreach for events —and does not duplicate efforts. We have excellent relationships in the community, and communicate
well with multiple organizations.
V,
Port Orchard Bay Street Association / Port Orchard Waterfront LTAC Application
iii. Sole marketing and considering opportunities for collaboration?
Yes, we do sole marketing, and we regularly collaborate with local organizations and businesses. For example:
• In 2024, Ladies Night Out was organized by POBSA, and we included Sorptomists, who held a Women's Walk to kick
off our event. We also sold bags at this event, and donated proceeds back to Soroptimists.
• Mosquito Fleet Fest, Included the Port Orchard Farmers Market, The Port of Bremerton, and The SK Chamber.
• We work closely with organizations to promote Port Orchard, and tourism opportunities to a broader audience.
Iv. What is your organization doing to become financially sustainable?
The Port Orchard Association has been financially stable and sustainable for over 20 years. Our revenues are comprised
of membership renewals, sponsorship funding, grant applications, and LTAC funding for events, and tourism marketing.
v. If you received part of your requested funding, would your program or event be possible?
Yes. Our business organization is geared toward both hosting events, and fundraising. We would pivot, and do what we
need to either reduce the scope of an event, do fewer events, and work to raise additional funds needed from our
Community Partners, or apply for additional funding from other sources.
c) REPORTING REQUIREMENTS (2025): i. How many visitors will your events bring to Port Orchard?
As we all know, it's impossible to answer these questions accurately without paying for a data collection service. If the city
was interested in utilizing such a service, we would fully support and participate in the research and data gathering
regarding tourism, and the effect on our events.
We believe that our reach with events like Ladies Night Out Mosquito Fleet Festival, Port Orchard Night Market, Holiday
on the Bay. Between these and other events we believe on average we have a yearly attendance of over 10,000 guests.
ii. How many visitors will travel to Port Orchard and stay overnight?
We estimate that 750 will visit for the day of an event, and 250 overnight stays are from 50+ miles away.
iii. How many visitors will travel 50 miles + / stay overnight? From what States and/or Countries
We estimate that 750 will for visits for the day or event, and 250 overnight stays are from 50+ miles away.
Website visitors are from Switzerland, Canada, Germany, India, United Kingdom, Russia, and Brazil. We often have had
conversations at events with travelers ranging from Tennessee, Alaska, California, Hawaii, Oregon, Idaho, and Montana.
iv. What revenue is expected to be generated by your program or event(s)?
$42,548.61 is our Projected Revenue for our 2025 events
v. Please explain your methodology for collecting and/or estimating tourist data.
We extrapolate data from a variety of sources. We collect zip codes at events, and forms on our website. We have
analytics from Website Visitors, and Social Media. When we advertise in a publication we review their ad range. State
Transportation data states that our State Highway has 15,000-18000 cars each day. Other data sources include Port of
Bremerton Marina Statistics, Kitsap Transit Numbers, Local Chamber's of Commerce, and regional hotel stay trends.
3
PORT ORCHARD
�� BAY STREET ASSOCIATION PORT ORCHARD BAY STREET ASSOCIATION
LTAC Budget - Our Top 3 Funding Priorities
Port Orchard By Street Associations' top three funding priorities are:
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1) Hosting great events that attract tourists from all around the Pacific Northwest area;
2) Implementing outreach and tourism marketing to attract visitors to downtown Port Orchard; and
3) Economic revitalization to create a vibrant, and thriving downtown core.
Historically, we focus on our annual signature events each year. These include:
• Ladies Night Out, held in early May
• In 2024, we launched Mosquito Fleet Festival to honor our Maritime Heritage unique to our town, and
region. This event will be held annually on Memorial Day Weekend.
• Night Markets, are hosted one Saturday evening in June, July, August, and September
• Holiday On The Bay, In 2024, The City asked POBSA to initiate a coalition to revamp and revitalize the
Festival of Lights and Chimes, previously run by the City of Port Orchard.
• In 2025, we've projected adding a new event—Sasquatch Fest. We are excited to bring this pacific
northwest focused event to downtown Port Orchard, and make it our own.
Of Projected Revenue we identified, our focus is on attracting sponsorships, applying for lodging tax revenue and
other community grants; and collecting Vendor Fees at Events —please see our attached budget.
Our General Assumptions
• In our LTAC budget all advertising expenses are tourism related.
• Every event we do is geared toward bringing people downtown to shop, dine, and play.
Port Orchard Bay Street Association
2025 Event and Marketing Budget
Income
Sponsorships
Lodging Tax
Vendor Fees
Vendor Refunds (contra account)
Merchandise Sales
Raffles
Total Income
EXPENSE
$20,000.00
$34,722.20
$22,330.00
-$3,181.39
$3,400.00
$77,270.81
ADVERTISING / MARKETING $45,755.43
Digital Marketing
Print Marketing
Printing
equipment + Rentals an
Licenses
Maintainance + Repairs
Professional Fees (Security, Contractor, etc)
Supplies
Travel
$4,904.42
$17, 607.04
$732.50
$22,395.09
$346.50
$78.75
$16,170.00
$14,656.51
$630.00
Total Marketing and Event Expenses $77,520.81
Port Orchard Bay St Association
Statement of Activities
Jan 2024 to October 2024
Revenues:
Membership Dues
$7,305.00
Raffle Ticket Sales
238
Sponsorships
15,540.00
In Kind
8,907.86
Vendor Fees
16,280.00
Bag Sales
1,132.00
Lodging Tax Reimbursement
4,157.76
Total Revenues
Expenses
Advertising and Marketing
$15,260.39
Bank Fees
$1,416.39
Dues & Subscription
10
Rental & Equipment
6,427.66
Admin & Operation Expenses
1,670.39
Donation & Gift Certificates
1734.29
Miscellaneous Expense
577.16
Professional Fees
9,899.19
Travel & Lodging
587
Vendor Refunds
6362.18
Supplies
6,787.23
Total Expenses
53,560.62
50,702.39
Net Assets: 2,858.23
2:03 PM Port Orchard Bay Street Association
10/24/24 Balance Sheet
Accrual Basis As of October 24, 2024
ASSETS
Current Assets
Checking/Savings
1 • In Kind Clearing Account
1005 • Kitsap Bank Checking Unrestrict
1010 • Kitsap Bank Check - Temp Restrc
1005 • Kitsap Bank Checking Unrestrict - O..
Total 1005 • Kitsap Bank Checking Unrestrict
2000 • PayPal
Total Checking/Savings
Accounts Receivable
11000 • Accounts Receivable
Total Accounts Receivable
Total Current Assets
TOTAL ASSETS
LIABILITIES & EQUITY
Liabilities
Current Liabilities
Accounts Payable
20000 • Accounts Payable
Total Accounts Payable
Total Current Liabilities
Total Liabilities
Equity
30000 • Opening Balance Equity
31500 • Temp. Restricted Net Assets
32000 • Unrestricted Net Assets
Net Income
Total Equity
TOTAL LIABILITIES & EQUITY
Oct 24, 24
180.00
6,288.42
22,240.67
28,529.09
649.72
29,358.81
-57.84
-57.84
29,300.97
29,300.97
2,577.33
2,577.33
2,577.33
2,577.33
2,661.95
3,520.50
24,626.05
-4,084.86
26,723.64
29,300.97
Page 1
1:58 PM Port Orchard Bay Street Association
10/24/24 Balance Sheet
Accrual Basis As of December 31, 2023
Dec 31, 23
ASSETS
Current Assets
Checking/Savings
1005 • Kitsap Bank Checking Unrestrict
1010 Kitsap Bank Check - Temp Restrc
1,126.58
1005 Kitsap Bank Checking Unrestrict - 0...
2,651.07
Total 1005 • Kitsap Bank Checking Unrestrict
3,777.65
2000 • PayPal
676.30
Total Checking/Savings
4,453.95
Accounts Receivable
11000 • Accounts Receivable
-57.84
11400 • Grants Receivable
28,822.14
Total Accounts Receivable
28,764.30
Total Current Assets
33,218.25
TOTAL ASSETS
33,218.25
LIABILITIES & EQUITY
Liabilities
Current Liabilities
Accounts Payable
20000 • Accounts Payable
2,409.75
Total Accounts Payable
2,409.75
Total Current Liabilities
2,409.75
Total Liabilities
2,409.75
Equity
30000 Opening Balance Equity 2,661.95
31500 Temp. Restricted Net Assets 3,520.50
32000 Unrestricted Net Assets 15,347.89
Net Income 9,278.16
Total Equity 30,808.50
TOTAL LIABILITIES & EQUITY 33,218.25
Page 1
2:02 PM Port Orchard Bay Street Association
10/24/24 Profit & Loss
Accrual Basis January 1 through October 24, 2024
Jan 1 - Oct 24, 24
Ordinary Income/Expense
Income
43400 • Direct Public Support
43410 Corporate Contributions
12,450.00
43450 Individ, Business Contributions
10.00
Total 43400 • Direct Public Support
12,460.00
46400 • Other Types of Income
46415 • Please and Thank You
108.00
Total 46400 • Other Types of Income
108.00
47200 • Program Income
47225 • Membership
47230 • Membership Dues
9,015.00
60910 • Discounted/Uncollected Members
-1,800.00
Total 47225 • Membership
7,215.00
Total 47200 • Program Income
7,215.00
49000 • Special Events Income
49030 • Special Events Registrations
49035 • refund
-6,127.27
49030 • Special Events Registrations - 0...
16,280.00
Total 49030 • Special Events Registrations
10,152.73
Total 49000 • Special Events Income
10,152.73
Total Income
29,935.73
Gross Profit
Expense
68330 Bank Service Charges
60300 Awards and Grants
60320 Cash Awards and Grants
60330 Noncash Awards and Grants
Total 60300 • Awards and Grants
60900 • Business Expenses
60920 • Business Registration Fees
Total 60900 • Business Expenses
62100 • Contract Services
65000 • Operations
65005 • Advertising
65034 • Digital Ads
65018 • Graphic Design
65030 • Printing and Copying
65032 • Print Ads
65110 • Advertising Expenses
Total 65005 • Advertising
65007 • Bank Fees
65040 Supplies
65055 Website
65000 Operations - Other
Total 65000 • Operations
29,935.73
1,278.87
400.00
269.03
669.03
5.00
5.00
0.00
250.06
764.80
3,423.33
3,252.15
14,397.39
22,087.73
19.17
2,018.57
548.88
6,730.61
31,404.96
Page 1
2:02 PM Port Orchard Bay Street Association
10/24/24 Profit & Loss
Accrual Basis January 1 through October 24, 2024
65100 • Other Types of Expenses
65160 • Other Costs
Total 65100 • Other Types of Expenses
Total Expense
Net Ordinary Income
Net Income
Jan 1 - Oct 24, 24
662.73
662.73
34,020.59
-4,084.86
-4,084.86
Page 2
1:59 PM Port Orchard Bay Street Association
10/24/24 Profit & Loss
Accrual Basis January through December 2023
Ordinary Income/Expense
Income
43400 • Direct Public Support
43450 • Individ, Business Contributions
Total 43400 • Direct Public Support
44400 • Government Contracts
44430 • Local Government Contracts
Total 44400 • Government Contracts
46400 • Other Types of Income
46415 • Please and Thank You
Total 46400 • Other Types of Income
47200 • Program Income
47225 • Membership
47230 • Membership Dues
60910 • Discounted/Uncollected Memb...
Total 47225 • Membership
Total 47200 • Program Income
49000 • Special Events Income
49030 • Special Events Registrations
49040 • Special Events Sponsorships
Total 49000 • Special Events Income
Total Income
Gross Profit
Expense
68330 Bank Service Charges
60300 Awards and Grants
60320 • Cash Awards and Grants
60330 • Noncash Awards and Grants
60300 • Awards and Grants - Other
Total 60300 • Awards and Grants
60900 • Business Expenses
60920 • Business Registration Fees
Total 60900 • Business Expenses
62100 • Contract Services
62800 • Facilities and Equipment
62840 • Equip Rental and Maintenance
62890 • Rent, Parking, Utilities
Total 62800 • Facilities and Equipment
65000 • Operations
65060 • Storage
65005 • Advertising
65034 • Digital Ads
65030 • Printing and Copying
65032 • Print Ads
65110 • Advertising Expenses
Total 65005 • Advertising
Jan - Dec 23
820.00
820.00
34,588.15
34,588.15
590.00
590.00
9,073.50
-3,690.00
5,383.50
5,383.50
13,740.00
2,700.00
16,440.00
57,821.65
57,821.65
600.66
125.00
362.88
53.53
541.41
5.00
5.00
6,810.00
1,440.00
803.50
2,243.50
420.70
295.00
8,511.48
18,243.75
1,169.41
28,219.64
Page 1
1:59 PM Port Orchard Bay Street Association
10/24/24 Profit & Loss
Accrual Basis January through December 2023
Jan - Dec 23
65007 • Bank Fees
210.63
65020 • Postage, Mailing Service
274.00
65040 • Supplies
6,016.25
65055 • Website
723.01
65115 • Baskets
850.00
65000 • Operations - Other
121.45
Total 65000 • Operations
36,835.68
65100 • Other Types of Expenses
65120 • Insurance - Liability, D and O
754.00
65150 • Memberships and Dues
213.58
65160 • Other Costs
539.66
Total 65100 • Other Types of Expenses 1,507.24
Total Expense
Net Ordinary Income
Net Income
48,543.49
9,278.16
9,278.16
Page 2
Form 990-N Electronic Notice (e-Postcard) OMB No. 1545-2085
Department of the Treasury for Tax -Exempt Organization not Required to File Form 990 or 99♦
Internal Revenue Service
O
A For the 2023 Calendar year, or tax year beginning 2023-01-01 and ending 2023-12-31
2023
��ppsn to Public Inspection
B Check if available C Name of Organization: PORT ARD BAY STREET D Employee Identification
Terminated for Business ASSOCIATION ♦ Number 31-1602736
0 Gross receipts are normally $50,000 or less
PO Box 8581, Port O
WA, US, 98366
E Website: F Name of P ip fficer: Monik s
pobsa.com PO Box Ad, ort Orchard,
W �96
Privacy Act and Paperwork Reduction Act Notice ask for the inf Don this form to carry out the Internal Revenue laws of the United States.
You are required to give us the information. We need it to ensure that yo r complying with these laws.
The organization is not required to provide information re ,Q form that is subject to the Paperwork Reduction Act unless the form displays a
valid OMB control number. Books or records relating to a m o is instructions must be retained as long as their contents may become material in the
administration of any Internal Revenue law. The rules govern e confidentiality of the Form 990-N is covered in code section 6104.
The time needed to complete and file this form and related schedules will vary depending on the individual circumstances. The estimated average times
is 15 minutes.
Note: This image is provided for your records only. Do Not mail this page to the IRS. The IRS will not accept this filing via paper. You must file
your Form 990-N (e-Postcard) electronically.