2014-03-28T18:58:46-05:00 2013-12-31 910189318 MOSS ADAMS LLP 975 OAK STREET SUITE 500 EUGENE OR 97401 990 2013-01-01 930495655 OREGON RESEARCH INSTITUTE OREG 5414842123 1776 MILLRACE DR EUGENE OR 97403 LEILA SNOW FISCAL MANAGER 5414842123 2014-03-21 1 RAY L WIDMER III P01236627 5416861040 2013 2015-11-30 17:44:51Z BYRON GLIDDEN 1776 MILLRACE DR EUGENE OR 97403 19823492 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. 15 5 228 5 0 0 20869650 19806446 0 0 815 454 8473 16592 20878938 19823492 16649 9876 0 0 13217825 12376638 0 0 0 7652681 7437574 20887155 19824088 -8217 -596 2642424 2189690 1863548 1358075 778876 831615 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 3640375 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. 1863377 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 1980'S WITH RESEARCH TO FIND WAYS TO HELP PEOPLE WITH DIABETES MANAGE THEIR ILLNESS. THE STUDY AND PROMOTION OF PHYSICAL ACTIVITY BEGAN IN THE 1990'S 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. 2656384 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. 5452310 9876 TREATING TOBACCO, ALCOHOL AND ILLEGAL DRUG USE: ORI'S WORK IN THIS AREA DATES FROM RESEARCH FUNDING OBTAINED IN THE LATE 1970'S 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, 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 PROGRAMS. 5452310 9876 13612446 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 79 0 1 228 1 0 0 0 0 0 0 0 0 0 0 X 15 5 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR CA AZ NM X X LEILA SNOW FISCAL MANAGER 5414842123 1776 MILLRACE DR EUGENE OR 97403 ALLAN STEVE COMMUNITY MEMBER 1.00 X 0 0 0 ARTHUN CHRIS RESEARCH ASSISTANT/CHAIR 40.00 X X 51792 0 18232 BARRETT KEVIN RESEARCH ASSISTANT 20.00 X 18784 0 14040 BOLES SHAWN ASSOCIATE SCIENTIST/TREAS. 20.00 X X 10485 0 1206 BROWN JOHNSTON MARY ALICE COMMUNITY MEMBER 1.00 X 0 0 0 BURGDORFER CARL COMMUNITY MEMBER 1.00 X 0 0 0 CATANIA CLAIRE ADMINISTRATIVE ASSISTANT 20.00 X 22878 0 14410 COPLIN TERRY W COMMUNITY MEMBER 1.00 X 0 0 0 FORRESTEL ANNE COMMUNITY MEMBER 1.00 X 0 0 0 LIGHT JOHN RESEARCH SCIENTIST 40.00 X 42328 0 17093 LONG SUSAN ADMINISTRATIVE ASSISTANT/SECRETARY 40.00 X X 40313 0 16494 MCCOY RAMONA MEDIA MANAGER 40.00 X 74462 0 20484 MILLINGTON BRIAN COMMUNITY MEMBER 1.00 X 0 0 0 SEELEY JOHN SENIOR SCIENTIST 40.00 X 176479 0 32970 STICE ERIC SENIOR SCIENTIST 40.00 X 173593 0 32065 TOOBERT DEBORAH SENIOR SCIENTIST 20.00 X 33916 0 11792 GLIDDEN BYRON ADMINISTRATIVE DIRECTOR 40.00 X 118048 0 25977 METZLER CAROL SCIENCE DIRECTOR/SENIOR SCIENTIST 40.00 X 121293 0 26313 SNOW LEILA FISCAL MANAGER 40.00 X 102183 0 23626 HOPS HOLLY SENIOR SCIENTIST 40.00 X 178168 0 32620 HOPS HY SENIOR SCIENTIST 40.00 X 181384 0 32716 LI FUZHONG SENIOR SCIENTIST 40.00 X 196000 0 34739 ROHDE PAUL SENIOR SCIENTIST 40.00 X 175393 0 31918 SEVERSON HERBERT SENIOR SCIENTIST 40.00 X 173569 0 32319 1891068 0 419014 18 0 1 0 UNIVERSITY OF OREGON PO BOX 3237 EUGENE OR 97403 RESEARCH SERVICES 440851 KAISER FOUNDATION RESEARCH INSTITUTE 1800 HARRISON ST 16TH FL OAKLAND CA 94512 RESEARCH SERVICES 313375 CJ MEDIA INC DBA INTERVISION 261 E 12TH AVENUE 100 EUGENE OR 97401 RESEARCH SERVICES 284640 UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7159 AUSTIN TX 78713 RESEARCH SERVICES 275847 UNIVERSITY OF LOUISVILLE 223 SERVICE COMPLEX LOUISVILLE KY 40292 RESEARCH SERVICES 178684 9 19796570 9876 19806446 454 454 260 260 OTHER INCOME 541700 16332 16332 16332 19823492 0 0 17046 9876 9876 1241435 729049 512386 960123 960123 7260016 5462443 1797573 664871 527091 137780 1515079 1165148 349931 735114 467375 267739 19880 19880 49000 49000 17067 14468 2599 631237 239291 391946 313522 14514 299008 1547955 8998 1538957 272855 217520 55335 65360 15078 50282 12430 12430 204435 204435 133748 133748 SUBCONTRACTORS 3201397 3141044 60353 PARTICIPANT FEES 582371 567867 14504 EQUIP RENT AND MAINT 386317 72561 313756 19824088 13612446 6211642 0 795238 668548 950564 600178 25447 130749 1213088 711547 635836 501541 235339 288674 2642424 2189690 1588955 1170780 274593 187295 1863548 1358075 X 778876 831615 778876 831615 2642424 2189690 X -596 53335 X X 0 1 X 1 1 1 X 20645044 23288476 22985097 20869650 19806446 107594713 20645044 23288476 22985097 20869650 19806446 107594713 107594713 10063 8153 15316 1311 714 35557 14510 3824 6705 7977 16332 49348 107679618 0.99920 0.99920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1213088 711547 501541 501541 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 288674 288674 X 19866951 43459 43459 19823492 0 19823492 19814212 0 19814212 9876 9876 19824088 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 POSITION 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT INCOME ON BENEFICIAL INTEREST HELD BY OCF 1,020. UNREALIZED GAIN IN VALUE OF SECURITIES HELD BY OCF 42,439. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONATION TO OCF TREATED AS GRANT FOR TAX RETURN PURPOSES 9,876. PART XI, LINE 2D AND PART XII, LINE 4B - OTHER ADJUSTMENTS OCF IS THE OREGON COMMUNITY FOUNDATION. 1 OREGON COMMUNITY FOUNDATION 1221 SW YAMHILL ST STE 100 PORTLAND OR 972052108 237315673 170(B)(1)(A)(VI) 9876 ENDOWMENT FUND 1 X X X X 0 0 0 0 0 0 0 0 0 SEELEY JOHN SENIOR SCIENTIST 176479 0 0 0 0 0 17598 0 15372 0 209449 0 0 0 STICE ERIC SENIOR SCIENTIST 173593 0 0 0 0 0 16847 0 15218 0 205658 0 0 0 HOPS HOLLY SENIOR SCIENTIST 175668 0 2500 0 0 0 17309 0 15311 0 210788 0 0 0 HOPS HY SENIOR SCIENTIST 178764 0 2500 0 120 0 17388 0 15328 0 214100 0 0 0 LI FUZHONG SENIOR SCIENTIST 179500 0 16500 0 0 0 19067 0 15672 0 230739 0 0 0 ROHDE PAUL SENIOR SCIENTIST 172617 0 2690 0 86 0 16728 0 15190 0 207311 0 0 0 SEVERSON HERBERT SENIOR SCIENTIST 173569 0 0 0 0 0 17059 0 15260 0 205888 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A ALL EMPLOYEES ARE MEMBERS OF THE ORGANIZATION AND HAVE THE RIGHT TO ELECT REPRESENTITIVES TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE FISCAL MANAGER, THE FINANCE COMMITTEE, AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ADMINISTRATIVE DIRECTOR UPDATES FORMS ANNUALLY. 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. 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. FORM 990, PART XI, LINE 9: CURRENT YEAR CHANGE IN BENEFICIAL ASSETS 53,335. FORM 990, PART XI, LINE 2C NO CHANGES HAVE BEEN MADE TO THE OVERSIGHT PROCESS DURING THE CURRENT YEAR. 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