2022-11-08T17:43:28-06:00 2021-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1200 PORTLAND OR 97205 990 2021-01-01 930495655 OREGON RESEARCH INSTITUTE OREG 5414842123 1776 MILLRACE DRIVE EUGENE OR 97403 CHRIS ARTHUN DIRECTOR OF FINANCE 5414842123 2022-11-08 1 CHRIS ARTHUN 999009999 WENDY CAMPOS P00448102 5032421447 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z CHRIS ARTHUN 1776 MILLRACE DRIVE EUGENE OR 97403 7304248 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. 14 4 100 4 10006 4730 8199369 7288334 0 0 1609 2703 2662 13211 8203640 7304248 0 0 0 0 5240353 4546701 0 0 0 2961506 2728642 8201859 7275343 1781 28905 2049020 2073093 982034 923582 1066986 1149511 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 1481424 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. 1476931 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. 861916 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. 552012 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. 552012 0 0 4372283 1 1 0 0 0 0 0 0 0 0 1 1 0 1 0 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 25 0 1 100 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 4 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 1776 MILLRACE DR EUGENE OR 97403 CRAIG LEVE BOARD TREASURER, DATA ANALYST 21.00 X X 47892 0 16175 PAUL ROHDE BOARD CHAIR, SENIOR SCIENTIST 26.00 X X 126216 0 24367 HERBERT SEVERSON BOARD SECRETARY, SENIOR SCIENTIST 1.00 X X 0 0 0 ANDREW GUESS BOARD MEMBER, IT SYSTEMS ADMINISTRATOR 33.00 X 50993 0 27005 ANDREW BERGEN BOARD MEMBER, SENIOR SCIENTIST 1.00 X 1634 0 314 LISA SHEEBER BOARD MEMBER, SENIOR SCIENTIST 14.00 X 61071 0 22546 SHANNON MCGILL BOARD MEMBER, PROJECT MANAGER 38.00 X 73491 0 23808 JULIE POPE BOARD MEMBER, RESEARACH ASSISTANT 32.00 X 42487 0 16625 KASIE CLOUD BOARD MEMBER, RESEARACH ASSISTANT 38.00 X 45956 0 17821 DEREK KOSTY BOARD MEMBER, ASSOCIATE RESEARCH SCIENTIST 29.00 X 73453 0 19490 CHUCK KALNBACH COMMUNITY BOARD MEMBER 1.00 X 0 0 0 MARIE JACKSON COMMUNITY BOARD MEMBER 1.00 X 0 0 0 MARK KANNEN COMMUNITY BOARD MEMBER 1.00 X 0 0 0 SHAWN MURPHY COMMUNITY BOARD MEMBER 1.00 X 0 0 0 CHRIS ARTHUN DIRECTOR OF FINANCE & ADMINISTRATION 23.00 X 58266 0 5782 FUZHONG LI SENIOR RESEARCH SCIENTIST 40.00 X 192685 0 31557 KEITH SMOLKOWSKI SENIOR RESEARCH SCIENTIST 38.00 X 190541 0 30085 EDWARD FEIL SENIOR RESEARCH SCIENTIST 32.00 X 144861 0 23925 GRANT EDMONDS RESEARCH SCIENTIST 40.00 X 122429 0 25142 1231975 0 284642 5 0 1 0 KAISER FOUNDATION 1800 HARRISON STREET 16TH FLOOR OAKLAND CA 94612 RESEARCH 594111 IRIS MEDIA 1203 WILLAMETTE SUITE 100 EUGENE OR 97401 RESEARCH 128746 2 5127932 2160402 7288334 2703 2703 PARKING REVENUE 812930 10006 10006 OTHER INCOME 541700 3205 3205 13211 7304248 0 10006 5908 755393 607214 148179 2708077 1705594 1002483 245085 161445 83640 627350 393455 233895 210796 127338 83458 19466 19466 43277 43277 127770 105379 22391 5343 5343 452926 59493 393433 217926 19365 198561 339381 339381 9920 9920 8422 3673 4749 4273 4273 56394 56394 127444 127444 SUBAWARDS 1063735 1063735 BUILDING MAINTENANCE 134965 134965 PARTICIPANT FEES 78812 77892 920 RESEARCH SUPPLIES 32000 30548 1452 6588 1889 4699 7275343 4372283 2903060 0 349494 317632 717753 648099 150083 61193 1202300 1000401 218232 201899 229761 227687 383697 616583 2049020 2073093 863260 808038 118774 115544 982034 923582 X 1066986 1149511 1066986 1149511 2049020 2073093 28905 53576 44 0 X X 0 1 X 1 1 1 X 14238061 12614359 10193141 8199369 7288334 52533264 14238061 12614359 10193141 8199369 7288334 52533264 52533264 2369 2802 3069 1609 2703 12552 3613 4244 2279 10006 20142 47430 6101 4107 2662 3205 63505 52629463 0.99820 0.99840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1202300 1000401 201899 201899 INVESTMENT IN OR-BIS 227687 F 227687 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 466500 SUBLESSEE SECURITY DEPOSITS 150083 616583 X 7357824 53576 53576 7304248 0 7304248 7275343 0 7275343 0 7275343 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, 2021. X X X X 0 0 0 0 0 0 0 0 0 FUZHONG LI SENIOR RESEARCH SCIENTIST 192685 0 0 0 0 0 18404 0 13153 0 224242 0 0 0 KEITH SMOLKOWSKI SENIOR RESEARCH SCIENTIST 190541 0 0 0 0 0 17985 0 12100 0 220626 0 0 0 EDWARD FEIL SENIOR RESEARCH SCIENTIST 144861 0 0 0 0 0 13593 0 10332 0 168786 0 0 0 PAUL ROHDE BOARD CHAIR, SENIOR SCIENTIST 126216 0 0 0 0 0 11969 0 12398 0 150583 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 2021. 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. PART XII, LINE 2C: THE ORGANIZATION DID NOT HAVE A CHANGE IN PROCESS FROM THE PRIOR YEAR IN THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT ACCOUNTANT.