2023-11-07T11:35:01-06:00 2022-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2022-01-01 930495655 OREGON RESEARCH INSTITUTE OREG 5414842123 3800 SPORTS WAY SPRINGFIELD OR 97477 CHRIS ARTHUN DIRECTOR OF FINANCE 5414842123 2023-11-06 1 CHRIS ARTHUN 999009999 1 WENDY CAMPOS P00448102 5032421447 2023-11-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X CHRIS ARTHUN 3800 SPORTS WAY SPRINGFIELD OR 97477 7014046 0 X WWW.ORI.ORG X 1960 OR OREGON RESEARCH INSTITUTE IS AN INDEPENDENT BEHAVIORAL SCIENCES RESEARCH CENTER DEDICATED TO UNDERSTANDING HUMAN BEHAVIOR AND IMPROVING THE QUALITY OF HUMAN LIFE THROUGH THE PREVENTION AND TREATMENT OF HEALTH, EDUCATIONAL, AND SOCIAL PROBLEMS. 13 3 102 3 0 0 7288334 7013764 0 0 2703 1956 13211 -1674 7304248 7014046 0 0 0 0 4546701 4568846 0 0 0 2728642 2582829 7275343 7151675 28905 -137629 2073093 17461534 923582 16583257 1149511 878277 X OREGON RESEARCH INSTITUTE IS AN INDEPENDENT BEHAVIORAL SCIENCES RESEARCH CENTER DEDICATED TO UNDERSTANDING HUMAN BEHAVIOR AND IMPROVING THE QUALITY OF HUMAN LIFE THROUGH THE PREVENTION AND TREATMENT OF HEALTH, EDUCATIONAL, AND SOCIAL PROBLEMS. 0 0 1493404 0 0 PROMOTING HEALTHY CHILD DEVELOPMENT: RESEARCHERS IN THIS AREA EXAMINE THE ROLE THAT FAMILIES, SCHOOLS, FRIENDS, NEIGHBORHOODS, AND COMMUNITIES PLAY IN PROMOTING THE POSITIVE DEVELOPMENT OF CHILDREN, TEENS, AND YOUNG ADULTS. THE RESEARCH TEAMS STUDY WHAT LEADS TO SOCIAL AND ACADEMIC SUCCESS AS WELL AS WHAT LEADS TO PROBLEM BEHAVIORS, SUCH AS SUBSTANCE USE AND SCHOOL FAILURE. ORI SCIENTISTS WORK WITH SCHOOLS AND PARENTS TO REFINE AND ADAPT EVIDENCE-BASED PROGRAMS SUCH AS LITERACY STRENGTHENING, SOCIAL SKILLS PROGRAMS, AND PARENT TRAINING PROGRAMS. 1345482 0 0 PROMOTING PHYSICAL HEALTH: ORI RESEARCHERS ARE STUDYING WAYS TO KEEP PEOPLE OF ALL AGES PHYSICALLY HEALTHY. ORI'S WORK IN CHRONIC ILLNESS PREVENTION BEGAN IN THE 1980S WITH RESEARCH TO FIND WAYS TO HELP PEOPLE WITH DIABETES MANAGE THEIR ILLNESS. THE STUDY AND PROMOTION OF PHYSICAL ACTIVITY BEGAN IN THE 1990S WITH IMPORTANT LONGITUDINAL RESEARCH ON THE FACTORS WHICH INFLUENCE CHILDREN AND YOUTH TO BECOME AND REMAIN PHYSICALLY ACTIVE AND WITH IMPORTANT CLINICAL TRIALS OF THE BENEFITS OF TAI CHI EXERCISE FOR THE ELDERLY. 1400033 0 0 PROMOTING PSYCHOLOGICAL HEALTH: ORI SCIENTISTS STUDY EMOTIONAL AND BEHAVIORAL DISORDERS AS WELL AS NORMATIVE DEVELOPMENT AND PERSONALITY, IN ORDER TO BETTER UNDERSTAND FACTORS THAT MAKE PEOPLE VULNERABLE TO SERIOUS MENTAL HEALTH DISORDERS AS WELL AS FACTORS THAT INCREASE RESILIENCE THAT HELPS PEOPLE COPE WITH DAILY CHALLENGES. AN IMPORTANT COMPONENT OF RESEARCH IN THIS AREA IS DEVELOPING AND EVALUATING INTERVENTIONS FOR THE PREVENTION AND TREATMENT OF DISORDERS. 379263 0 0 TREATING TOBACCO, ALCOHOL AND ILLEGAL DRUG USE: ORI'S WORK IN THIS AREA DATES FROM RESEARCH FUNDING OBTAINED IN THE LATE 1970S TO STUDY TOBACCO USE IN YOUNG PEOPLE. SINCE THEN, RESEARCH INTEREST HAS BROADENED TO INCLUDE RESEARCH ON THE PREVENTION OF ALCOHOL AND OTHER DRUG USE AMONG YOUTH. TWO IMPORTANT ORI LONGITUDINAL STUDIES, ONE ON PEER AND FAMILY INFLUENCES ON YOUTH DRUG USE, AND THE OTHER ON YOUNG CHILDREN'S KNOWLEDGE OF AND INTENT TO USE ALCOHOL AND DRUGS - HAVE PROVIDED VALUABLE GUIDANCE IN THE DEVELOPMENT OF SUBSTANCE ABUSE PREVENTION PROGRAMS. 379263 0 0 4618182 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 102 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 3 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR CA NM MN X X CHRIS ARTHUN DIRECTOR OF FINANCE AND ADMINISTRATION 5414842123 3800 SPORTS WAY SPRINGFIELD OR 97477 PAUL ROHDE BOARD CHAIR, SENIOR SCIENTIST 26.00 X X 130641 0 25108 DEREK KOSTY BOARD MEMBER, ASSOCIATE RESEARCH SCIENTIST 20.00 X 56715 0 17439 ANDREW GUESS BOARD MEMBER, IT SYSTEMS ADMINISTRATOR 27.00 X 44689 0 20628 SHANNON MCGILL BOARD MEMBER, PROJECT MANAGER 10.00 X 21680 0 7583 KATHERINE CLAWSON BOARD MEMBER, RESEARCH ASSISTANT 22.00 X 36174 0 13543 JULIE POPE BOARD MEMBER, RESEARCH ASSISTANT 34.00 X 50166 0 16646 ANDREW BERGEN BOARD MEMBER, SENIOR SCIENTIST 1.00 X 3758 0 376 LISA SHEEBER BOARD MEMBER, SENIOR SCIENTIST 19.00 X 61538 0 33555 HERBERT SEVERSON BOARD MEMBER, SENIOR SCIENTIST 1.00 X 926 0 93 MARIE JACKSON BOARD SECRETARY, COMMUNITY BOARD MEMBER 1.00 X X 0 0 0 CRAIG LEVE BOARD TREASURER, DATA ANALYST 18.00 X X 49059 0 14510 CHUCK KALNBACH COMMUNITY BOARD MEMBER 1.00 X 0 0 0 SHAWN MURPHY COMMUNITY BOARD MEMBER 1.00 X 0 0 0 KASIE CLOUD COMMUNITY BOARD MEMBER 15.00 X 20052 0 2135 CHRIS ARTHUN DIRECTOR OF FINANCE & ADMINISTRATION 27.00 X 69919 0 7385 GRANT EDMONDS RESEARCH SCIENTIST 40.00 X 123237 0 25446 KEITH SMOLKOWSKI SENIOR RESEARCH SCIENTIST 27.00 X 140171 0 27914 EDWARD FEIL SENIOR RESEARCH SCIENTIST 36.00 X 161594 0 26108 FUZHONG LI SENIOR RESEARCH SCIENTIST 40.00 X 198657 0 32030 1168976 0 270499 5 0 1 0 KAISER FOUNDATION 1800 HARRISON STREET 16TH FLOOR OAKLAND CA 94612 RESEARCH 230197 SCOTT LAW GROUP LLP PO BOX 70422 SPRINGFIELD OR 97475 LEGAL 129775 IRIS MEDIA 1203 WILLAMETTE STREET SUITE 100 EUGENE OR 97401 RESEARCH 107938 3 5104546 1909218 7013764 1956 1956 OTHER LOSS 541700 -1674 -1674 -1674 7014046 0 0 282 704316 556078 148238 2776490 2126583 649907 258594 198999 59595 605198 484971 120227 224248 168470 55778 48820 48820 45330 45330 435010 292684 142326 2750 2750 187174 61572 125602 231672 2912 228760 524316 524316 33795 33795 7827 2720 5107 3094 3094 89632 89632 118061 118061 SUBAWARDS 623199 623199 BUILDING MAINTENANCE 143998 3676 140322 RESEARCH SUPPLIES 55667 27824 27843 PARTICIPANT FEES 32484 31949 535 7151675 4618182 2533493 0 317632 152422 648099 641950 61193 61460 862285 750018 201899 112267 227687 159200 616583 16334235 2073093 17461534 808038 776603 115544 62084 0 15744570 923582 16583257 X 1149511 878277 1149511 878277 2073093 17461534 -137629 -133604 -1 0 X 0 1 X 1 1 1 X 12614359 10193141 8199369 7288334 7013764 45308967 12614359 10193141 8199369 7288334 7013764 45308967 45308967 2802 3069 1609 2703 1956 12139 4244 2279 10006 16529 6101 4107 2662 3205 -1674 14401 45352036 0.99910 0.99820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 862285 750018 112267 112267 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 408794 SUBLESSEE SECURITY DEPOSITS 182978 OPERATING LEASE RIGHT OF USE ASSETS 15742463 16334235 OPERATING LEASE LIABILITIES 15744570 15744570 X 6880442 -133604 -133604 7014046 0 7014046 7151675 0 7151675 0 7151675 PART X, LINE 2: THE INSTITUTE FOLLOWS THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, INCOME TAXES, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND THERE IS NO FINANCIAL STATEMENT IMPACT TO THE INSTITUTE. THE INSTITUTE RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE INSTITUTE RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN SUPPORT EXPENSES. THE INSTITUTE HAD NO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2022. X X X X 0 0 0 0 0 0 0 0 0 FUZHONG LI SENIOR RESEARCH SCIENTIST 198657 0 0 0 0 0 20224 0 11806 0 230687 0 0 0 EDWARD FEIL SENIOR RESEARCH SCIENTIST 161594 0 0 0 0 0 16276 0 9832 0 187702 0 0 0 KEITH SMOLKOWSKI SENIOR RESEARCH SCIENTIST 140171 0 0 0 0 0 14255 0 13659 0 168085 0 0 0 PAUL ROHDE BOARD CHAIR, SENIOR SCIENTIST 130641 0 0 0 0 0 13302 0 11806 0 155749 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A PER THE BYLAWS OF THE CORPORATION, 10 OF THE VOTING BOARD DIRECTORS ARE EMPLOYEES OF THE CORPORATION: 5 FROM THE SCIENTIST COUNCIL AND 5 FROM THE SCIENTIST SUPPORT COUNCIL. FORM 990, PART VI, SECTION A, LINE 6 SCIENTIST COUNCIL ELECTS MEMBERS OF THAT BODY TO THE BOARD OF DIRECTORS. SCIENTIST SUPPORT COUNCIL ELECTS MEMBERS OF THAT BODY TO THE BOARD OF DIRECTORS. THOSE ELECTED EMPLOYEE BOARD MEMBERS ELECT 5 NON EMPLOYEE BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A SCIENTIST COUNCIL ELECTS MEMBERS OF THAT BODY TO THE BOARD OF DIRECTORS. SCIENTIST SUPPORT COUNCIL ELECTS MEMBERS OF THAT BODY TO THE BOARD OF DIRECTORS. THOSE ELECTED EMPLOYEE BOARD MEMBERS ELECT 5 NON EMPLOYEE BOARD MEMBERS. EMPLOYEES SERVE ON VARIOUS COMMITTEES THAT ADVISE THE BOARD (SUCH AS FINANCE COMMITTEE, HUMAN RESOURCES COMMITTEE, ETC.) FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE ORGANIZATION'S DIRECTOR OF FINANCE AND ADMINISTRATION, FINANCE COMMITTEE, AND BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ORI REQUIRES DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST ANNUALLY FOR OFFICERS, DIRECTORS, KEY EMPLOYEES, AND ALL OTHER EMPLOYEES. DISCLOSURE OCCURS NEAR THE BEGINNING OF EACH YEAR AND RESPONSES THAT INDICATE A POTENTIAL CONFLICT OF INTEREST ARE REVIEWED BY THE DIRECTOR OF FINANCE AND ADMINISTRATION TO ASSESS IF A MANAGEMENT PLAN IS NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 SALARY RANGE IS DETERMINED BY COMPARISON TO EQUIVALENT POSITIONS IN THE NORTHWEST JOB MARKET. PLACEMENT ON SALARY RANGE IS DETERMINED BY 360 DEGREE PERFORMANCE EVALUATION, REVIEWED BY A COMPENSATION COMMITTEE, AND APPROVED BY THE BOARD OF DIRECTORS IN ACCORDANCE WITH THE INSTITUTE'S COMPENSATION POLICY. THIS PROCESS WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE POSTED TO THE WEBSITE AND ARE ALSO AVAILABLE UPON REQUEST.