2013-04-05T19:42:58-05:00 2012-12-31 910189318 MOSS ADAMS LLP 975 OAK STREET SUITE 500 EUGENE OR 97401 990 2012-01-01 930495655 OREGON RESEARCH INSTITUTE OREG 5414842123 1176 MILLRACE DR EUGENE OR 97403 LEILA SNOW 5414842123 2013-03-26 1 PAUL D KELLER P00179519 5416861040 2012 2016-02-25 16:41:14Z BYRON GLIDDEN 1176 MILLRACE DR EUGENE OR 97403 20878938 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 5 225 5 0 0 22985097 20869650 0 0 4637 815 19344 8473 23009078 20878938 0 16649 0 0 14229058 13217825 0 0 0 8805491 7652681 23034549 20887155 -25471 -8217 2507163 2642424 1760019 1863548 747144 778876 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 5259030 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. 1715370 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. 2944377 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. 4358609 16649 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 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. 4358609 16649 14277386 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 0 0 0 0 1 93 0 1 225 1 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 1715 FRANKLIN BLVD EUGENE OR 97403 ARTHUN CHRIS 40.00 X 58028 0 18422 BIGLAN TONY 40.00 X 110138 0 25054 BOLES SHAWN 20.00 X X 33173 0 4238 KRAFT ANNE 30.00 X 30301 0 14444 LEVE CRAIG 35.00 X 72175 0 19804 METZLER CAROL 40.00 X X 50806 0 17647 TOOBERT DEBORAH 20.00 X 83698 0 21651 SEELEY JOHN 40.00 X 180894 0 34732 CAWOOD LIZ 1.00 X X 0 0 0 MILLINGTON BRIAN 1.00 X 0 0 0 BROWN JOHNSTON MARY ALICE 1.00 X 0 0 0 BURGDORFER CARL 1.00 X 0 0 0 ANDREWS JUDY 40.00 X 182477 0 34556 LANGE TAMARA 20.00 X 5900 0 1595 LONG SUSAN 40.00 X 45583 0 16367 MCCOY RAMONA 40.00 X 78584 0 20638 COPLIN TERRY W 1.00 X 0 0 0 GLIDEN BYRON 40.00 X 116074 0 25921 HOPS HY 40.00 X 202771 0 36473 STICE ERIC 40.00 X 197909 0 35953 DANAHER BRIAN 40.00 X 175675 0 33453 WALDRON HOLLY 40.00 X 183155 0 34031 LI FUZHONG 40.00 X 181373 0 34140 BLACK CAREY 40.00 X 59115 0 18378 BLANCHARD DEBBIE 12.00 X 11618 0 1459 GOLDBERG LEW 8.00 X 16647 0 2119 BLAIR JASON 20.00 X 49729 0 16879 GUNN BARBRA 30.00 X 31106 0 14804 HAMPSON SARAH 32.00 X 146262 0 29584 JORGENSEN JENEL 40.00 X 52757 0 17572 LIGHT JOHN 40.00 X 88090 0 22318 SHEEBER LISA 30.00 X 96010 0 23532 WIDDOP CHRIS 40.00 X 61896 0 18414 2601944 0 594178 8 1 1 0 UNIVERSITY OF OREGON PO BOX 3237 EUGENE OR 97403 RESEARCH SERVICES 1163413 KAISER FOUNDATION RESEARCH INSTITUTE 1800 HARRISON ST 16TH FL OAKLAND CA 94512 RESEARCH SERVICES 269364 CJ MEDIA INC DBA INTERVISION 261 E 12TH AVENUE 100 EUGENE OR 97401 RESEARCH SERVICES 262352 UNIVERSITY OF LOUISVILLE 223 SERVICE COMPLEX LOUISVILLE KY 40292 RESEARCH SERVICES 190166 UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7159 AUSTIN TX 78713 RESEARCH SERVICES 188721 14 20853001 16649 20869650 815 815 496 496 OTHER INCOME 541700 7977 7977 7977 20878938 0 0 9288 16649 16649 1126175 1026952 99223 1927938 1927938 7181211 4830899 2350312 697950 502367 195583 1519034 1140700 378334 765517 461852 303665 7945 7945 49000 49000 221087 221087 28806 20434 8372 794131 318534 475597 415898 15311 400587 1244933 13530 1231403 268928 225953 42975 61055 13919 47136 11825 11825 221652 221652 115968 115968 SUBCONTRACTORS 2554775 2554775 EQUIP RENT AND MAINT 695279 109835 585444 PARTICIPANT FEES 544343 530842 13501 CONSULTANT EXPENSES 334078 262831 71247 82978 82978 20887155 14277386 6609769 0 770930 795238 866742 950564 139024 25447 1311685 675849 535077 635836 195390 235339 2507163 2642424 1585646 1588955 174373 274593 1760019 1863548 X 747144 778876 747144 778876 2507163 2642424 X -8217 39949 X X 0 1 X 1 1 1 X 19698760 20645044 23288476 22985097 20869650 107487027 19698760 20645044 23288476 22985097 20869650 107487027 107487027 8223 10063 8153 15316 1311 43066 9222 14510 3824 6705 7977 42238 107572331 0.99920 0.99910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1311685 675849 635836 635836 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 235339 235339 X 20902237 23299 23299 20878938 0 20878938 20870506 0 20870506 16649 16649 20887155 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 3,969. UNREALIZED GAIN IN VALUE OF SECURITIES HELD BY OCF 19,330. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONATION TO OCF TREATED AS GRANT FOR TAX RETURN PURPOSES 16,649. 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) 16649 ENDOWMENT FUND 1 1 X X X X 0 0 0 0 0 0 0 0 0 SEELEY JOHN 180894 0 0 0 0 0 19005 0 15727 0 215626 0 0 0 ANDREWS JUDY 178977 0 3500 0 0 0 18864 0 15692 0 217033 0 0 0 HOPS HY 187771 0 15000 0 0 0 20352 0 16121 0 239244 0 0 0 STICE ERIC 193988 0 3921 0 0 0 19954 0 15999 0 233862 0 0 0 DANAHER BRIAN 175675 0 0 0 0 0 18001 0 15452 0 209128 0 0 0 WALDRON HOLLY 177155 0 6000 0 0 0 18446 0 15585 0 217186 0 0 0 LI FUZHONG 173088 0 8285 0 0 0 18539 0 15601 0 215513 0 0 0 BLACK CAREY 58277 0 838 0 0 0 6202 0 12176 0 77493 0 0 0 BLANCHARD DEBBIE 11618 0 0 0 0 0 1143 0 316 0 13077 0 0 0 GOLDBERG LEW 16647 0 0 0 0 0 1659 0 460 0 18766 0 0 0 BLAIR JASON 49729 0 0 0 0 0 5037 0 11842 0 66608 0 0 0 GUNN BARBRA 31106 0 0 0 0 0 3406 0 11398 0 45910 0 0 0 HAMPSON SARAH 143762 0 2500 0 0 0 14970 0 14614 0 175846 0 0 0 JORGENSEN JENEL 52757 0 0 0 0 0 5571 0 12001 0 70329 0 0 0 LIGHT JOHN 88090 0 0 0 0 0 9286 0 13032 0 110408 0 0 0 SHEEBER LISA 96010 0 0 0 0 0 10241 0 13291 0 119542 0 0 0 WIDDOP CHRIS 61896 0 0 0 0 0 6230 0 12184 0 80310 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 INFORMATION IS COMPILED BY FINANCIAL STAFF AND SUBMITTED TO A PAID PREPARER. A DRAFT COPY OF THE TAX RETURN IS REVIEWED BY THE FISCAL MANAGER, THE FINANCE COMMITTEE, AND THE BOARD OF DIRECTORS BEFORE FILING. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CURRENT YEAR CHANGE IN BENEFICIAL ASSETS 39,949. OVERSIGHT PROCESS FORM 990, PART XI, LINE 2C NO CHANGES HAVE BEEN MADE DURING THE CURRENT YEAR.