OREGON RESEARCH INSTITUTE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OREGON RESEARCH INSTITUTE (EIN 93-0495655)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202123149349306997
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T19:27:50-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY STE 1200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930495655 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OREG | BusinessNameControlTxt |
| Phone | 5414842123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 MILLRACE DRIVE | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS ARTHUN | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 5414842123 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRIS | PersonFirstNm |
| Person Last | ARTHUN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2021-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRIS ARTHUN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 MILLRACE DRIVE | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,203,640 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ORI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 130 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,193,141 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,199,369 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,069 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,609 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,990 | PYOtherRevenueAmt |
| CY Other Revenue | $2,662 | CYOtherRevenueAmt |
| PY Total Revenue | $10,207,200 | PYTotalRevenueAmt |
| CY Total Revenue | $8,203,640 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,071,597 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,240,353 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,142,792 | PYOtherExpensesAmt |
| CY Other Expenses | $2,961,506 | CYOtherExpensesAmt |
| PY Total Expenses | $10,214,389 | PYTotalExpensesAmt |
| CY Total Expenses | $8,201,859 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,189 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,781 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,019,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,049,020 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,067,649 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $982,034 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $951,680 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,066,986 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,914,135 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,787,606 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,044,911 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $862,770 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $862,770 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,609,422 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 130 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS ARTHUN DIRECTOR OF FINANCE AND ADMINISTRATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5414842123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 MILLRACE DR | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97403 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| CRAIG LEVE | |||||||
| BOARD TREASURER, DATA ANALYST | 19.00 | Yes (X) | Yes (X) | $42,150 | $0 | $16,495 | |
| HOLLY WALDRON | |||||||
| BOARD CHAIR, SENIOR SCIENTIST | 11.00 | Yes (X) | Yes (X) | $28,689 | $0 | $6,426 | |
| HERBERT SEVERSON | |||||||
| BOARD SECRETARY, SENIOR SCIENTIST | 1.00 | Yes (X) | Yes (X) | $2,777 | $0 | $111 | |
| PAUL ROHDE | |||||||
| BOARD MEMBER, SENIOR SCIENTIST | 27.00 | Yes (X) | $128,376 | $0 | $12,548 | ||
| ANDREW BERGEN | |||||||
| BOARD MEMBER, SENIOR SCIENTIST | 24.00 | Yes (X) | $73,720 | $0 | $41,979 | ||
| LISA SHEEBER | |||||||
| BOARD MEMBER, SENIOR SCIENTIST | 18.00 | Yes (X) | $77,194 | $0 | $36,103 | ||
| SHANNON MCGILL | |||||||
| BOARD MEMBER, PROJECT MANAGER | 40.00 | Yes (X) | $76,929 | $0 | $25,553 | ||
| JULIE POPE | |||||||
| BOARD MEMBER, RESEARCH ASSISTANT | 36.00 | Yes (X) | $46,996 | $0 | $14,672 | ||
| KASIE CLOUD | |||||||
| BOARD MEMBER, RESEARCH ASSISTANT | 37.00 | Yes (X) | $43,947 | $0 | $14,998 | ||
| HOLLY CHEDESTER | |||||||
| BOARD MEMBER, RESEARCH ASSISTANT | 6.00 | Yes (X) | $3,874 | $0 | $5,411 | ||
| ANNE FORRESTEL | |||||||
| COMMUNITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIE JACKSON | |||||||
| COMMUNITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK KANNEN | |||||||
| COMMUNITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAWN MURPHY | |||||||
| COMMUNITY BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS ARTHUN | |||||||
| DIRECTOR OF FINANCE & ADMIN | 26.00 | Yes (X) | $64,458 | $0 | $5,499 | ||
| FUZHONG LI | |||||||
| SENIOR RESEARCH SCIENTIST | 40.00 | $192,063 | $0 | $38,522 | Yes (X) | ||
| KEITH SMOLKOWSKI | |||||||
| SENIOR RESEARCH SCIENTIST | 40.00 | $197,597 | $0 | $32,699 | Yes (X) | ||
| EDWARD FEIL | |||||||
| SENIOR RESEARCH SCIENTIST | 29.00 | $129,870 | $0 | $24,614 | Yes (X) | ||
| GRANT EDMONDS | |||||||
| RESEARCH SCIENTIST | 40.00 | $118,405 | $0 | $30,880 | Yes (X) | ||
| JASON SMALL | |||||||
| ASSOCIATE SCIENTIST/DATA ANALYST | 39.00 | $111,943 | $0 | $5,548 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,338,988 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $312,058 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KAISER FOUNDATION | |||||
| 1800 HARRISON STREET 16TH FLOOR | OAKLAND | CA | 94612 | RESEARCH SERVICES | $842,536 |
| UNIVERSITY OF OREGON | |||||
| PO BOX 3237 | EUGENE | OR | 97403 | RESEARCH SERVICES | $161,817 |
| SHI INTERNATIONAL CORP | |||||
| PO BOX 952121 | DALLAS | TX | 75395 | TECHNOLOGY PROVIDER | $142,739 |
| UNIVERSITY OF LOUISVILLE | |||||
| 223 SERVICE COMPLEX | LOUISVILLE | KY | 40292 | RESEARCH SERVICES | $104,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $5,259,480 | GovernmentGrantsAmt |
| All Other Contributions | $2,939,889 | AllOtherContributionsAmt |
| Total Contributions | $8,199,369 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,609 | TotalRevenueColumnAmt |
| Exclusion | $1,609 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $2,662 | TotalRevenueColumnAmt |
| Exclusion | $2,662 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,662 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,203,640 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,271 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $768,906 | TotalAmt |
| Program Services | $691,960 | ProgramServicesAmt |
| Management And General | $76,946 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,193,728 | TotalAmt |
| Program Services | $2,550,713 | ProgramServicesAmt |
| Management And General | $643,015 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,992 | TotalAmt |
| Program Services | $215,043 | ProgramServicesAmt |
| Management And General | $67,949 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $740,988 | TotalAmt |
| Program Services | $378,088 | ProgramServicesAmt |
| Management And General | $362,900 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,739 | TotalAmt |
| Program Services | $186,799 | ProgramServicesAmt |
| Management And General | $66,940 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,081 | TotalAmt |
| Management And General | $6,081 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,992 | TotalAmt |
| Management And General | $43,992 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,533 | TotalAmt |
| Program Services | $80,766 | ProgramServicesAmt |
| Management And General | $17,767 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,125 | TotalAmt |
| Program Services | $5,010 | ProgramServicesAmt |
| Management And General | $115 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,820 | TotalAmt |
| Program Services | $70,246 | ProgramServicesAmt |
| Management And General | $110,574 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,702 | TotalAmt |
| Program Services | $28,800 | ProgramServicesAmt |
| Management And General | $145,902 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $738,814 | TotalAmt |
| Management And General | $738,814 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,803 | TotalAmt |
| Program Services | $19,751 | ProgramServicesAmt |
| Management And General | $52 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,089 | TotalAmt |
| Program Services | $880 | ProgramServicesAmt |
| Management And General | $8,209 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,710 | TotalAmt |
| Management And General | $9,710 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,974 | TotalAmt |
| Management And General | $53,974 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,917 | TotalAmt |
| Management And General | $100,917 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUBAWARDS | $1,250,705 | $1,250,705 | |
| BUILDING MAINTENANCE | $130,473 | $130,473 | |
| PARTICIPANT FEES | $118,748 | $117,084 | $1,664 |
| RESEARCH SUPPLIES | $12,723 | $12,723 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,297 | TotalAmt |
| Program Services | $854 | ProgramServicesAmt |
| Management And General | $6,443 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,201,859 | TotalAmt |
| Program Services | $5,609,422 | ProgramServicesAmt |
| Management And General | $2,592,437 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,630 | BOYAmt |
| EOY | $349,494 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $712,354 | BOYAmt |
| EOY | $717,753 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,735 | BOYAmt |
| EOY | $150,083 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,162,239 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $944,007 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,211 | BOYAmt |
| EOY | $218,232 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,124 | BOYAmt |
| EOY | $229,761 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,275 | BOYAmt |
| EOY | $383,697 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,019,329 | BOYAmt |
| EOY | $2,049,020 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,050,719 | BOYAmt |
| EOY | $863,260 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,930 | BOYAmt |
| EOY | $118,774 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,067,649 | BOYAmt |
| EOY | $982,034 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $951,680 | BOYAmt |
| EOY | $1,066,986 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $951,680 | BOYAmt |
| EOY | $1,066,986 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,019,329 | BOYAmt |
| EOY | $2,049,020 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,781 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $113,525 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,929,621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,238,061 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,614,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,193,141 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,199,369 | CurrentTaxYearAmt |
| Total | $61,174,551 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,929,621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,238,061 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,614,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,193,141 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,199,369 | CurrentTaxYearAmt |
| Total | $61,174,551 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $61,174,551 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,802 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,069 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,609 | CurrentTaxYearAmt |
| Total | $12,877 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,899 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,279 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $18,035 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,662 | CurrentTaxYearAmt |
| Total | $65,744 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $61,271,207 | TotalSupportAmt |
| Public Support CY170 | 0.99840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,162,239 | OtherCostOrOtherBasisAmt |
| Depreciation | $944,007 | DepreciationAmt |
| Book Value | $218,232 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $218,232 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN OR-BIS | Desc |
| Book Value | $229,761 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $229,761 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS | Desc |
| Book Value | $383,697 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $383,697 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,317,164 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $113,524 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $113,524 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,203,640 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,203,640 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,201,859 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,201,859 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,201,859 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FUZHONG LI | ||||||||||||||
| SENIOR RESEARCH SCIENTIST | $192,063 | $0 | $0 | $0 | $0 | $0 | $25,974 | $0 | $12,548 | $0 | $230,585 | $0 | $0 | $0 |
| KEITH SMOLKOWSKI | ||||||||||||||
| SENIOR RESEARCH SCIENTIST | $197,597 | $0 | $0 | $0 | $0 | $0 | $20,151 | $0 | $12,548 | $0 | $230,296 | $0 | $0 | $0 |
| EDWARD FEIL | ||||||||||||||
| SENIOR RESEARCH SCIENTIST | $129,870 | $0 | $0 | $0 | $0 | $0 | $14,811 | $0 | $9,803 | $0 | $154,484 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | 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 FOR THE DIRECTOR OF FINANCE AND ADMINISTRATION IN 2018 AND ALL OTHER POSITIONS IN 2010. |
| 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. |