OREGON RESEARCH INSTITUTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OREGON RESEARCH INSTITUTE (EIN 93-0495655)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-10
- IRS object ID
- 201241019349300624
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-04-10T18:23:39-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 OAK STREET SUITE 500 | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930495655 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON RESEARCH INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OREG | NameControl |
| Phone | 5414842123 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1715 FRANKLIN BLVD | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 974031983 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEILA SNOW | Name |
| Title | FISCAL MANAGER | Title |
| Phone | 5414842123 | Phone |
| Date Signed | 2012-04-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL D KELLER | Name |
| PTIN | P00179519 | PTIN |
| Phone | 5416861040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BYRON GLIDDEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1715 FRANKLIN BLVD | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 974031983 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 23009078 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ORI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 240 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 23288476 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 22985097 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 975 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7312 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4637 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4665 | OtherRevenuePriorYear |
| Other Revenue Current Year | 19344 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 23301428 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23009078 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13792773 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14229058 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9553882 | OtherExpensePriorYear |
| Other Expenses Current Year | 8805491 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23346655 | TotalExpensesPriorYear |
| Total Expenses Current Year | 23034549 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -45227 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -25471 | RevenuesLessExpensesCY |
| Total Assets BOY | 2996281 | TotalAssetsBOY |
| Total Assets EOY | 2507163 | TotalAssetsEOY |
| Total Liabilities BOY | 2235467 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1760019 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 760814 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 747144 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6882084 | Expense |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1941073 | Expense |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2453442 | Expense |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4688000 | Expense |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4688000 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 15964599 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 106 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 240 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEILA SNOW FISCAL MANAGER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5414842123 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1715 FRANKLIN BLVD | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97403 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ARTHUN CHRIS | |||||||
| RESEARCH ASSISTANT | 40.00 | X | 51845 | 0 | 12048 | ||
| BIGLAN ANTHONY | |||||||
| RESEARCH SCIENTIST | 40.00 | X | 130484 | 0 | 21682 | ||
| BLACK CAREY | |||||||
| RESEARCH ASSISTANT | 40.00 | X | 57915 | 0 | 13438 | ||
| BLANCHARD DEBBIE | |||||||
| RESEARCH ASSISTANT | 10.00 | X | 8187 | 0 | 3060 | ||
| BOLES SHAWN | |||||||
| BOARD TREASURER | 15.00 | X | 23982 | 0 | 5205 | X | |
| DUNCAN SUE | |||||||
| RESEARCH SCIENTIST | 40.00 | X | 119504 | 0 | 22729 | ||
| GOLDBERG LEW | |||||||
| RESEARCH SCIENTIST | 8.00 | X | 15181 | 0 | 3728 | ||
| KRAFT ANNE | |||||||
| RESEARCH ASSISTANT | 29.00 | X | 40397 | 0 | 12789 | ||
| LEVE CRAIG | |||||||
| RESEARCH ASSISTANT | 40.00 | X | 64611 | 0 | 14823 | ||
| METZLER CAROL | |||||||
| BOARD CHAIR | 40.00 | X | 73472 | 0 | 16283 | X | |
| TOOBERT DEBORAH | |||||||
| RESEARCH SCIENTIST | 30.00 | X | 105553 | 0 | 22803 | ||
| CAWOOD LIZ | |||||||
| BOARD SECRETARY | 1.00 | X | 0 | 0 | 0 | X | |
| MILLER VANITA | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MILLINGTON BRIAN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JOHNSON-BROWN MARY ALICE | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| BURGDORFER CARL | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| HOPS HYMAN | |||||||
| RESEARCH SCIENTIST | 40.00 | 199542 | 0 | 27014 | X | ||
| STICE ERIC M | |||||||
| RESEARCH SCIENTIST | 40.00 | 182153 | 0 | 26910 | X | ||
| SEELEY JOHN R | |||||||
| RESEARCH SCIENTIST | 40.00 | 173045 | 0 | 20440 | X | ||
| DANAHER BRIAN G | |||||||
| RESEARCH SCIENTIST | 40.00 | 167695 | 0 | 25403 | X | ||
| HOPS HOLLY | |||||||
| RESEARCH SCIENTIST | 40.00 | 166717 | 0 | 25465 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1580283 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 273820 | TotalOtherCompensation |
| Number Individuals GT100 K | 18 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| UNIVERSITY OF OREGON | |||||
| PO BOX 3237 | EUGENE | OR | 97403 | RESEARCH CONSULTANT | 520560 |
| KAISER FOUNDATION RESEARCH INSTITUTE | |||||
| 1800 HARRISON ST 16TH FL | OAKLAND | CA | 94512 | RESEARCH CONSULTANT | 400255 |
| SRI INTERNATIONAL | |||||
| PO BOX 2767 | MENLO PARK | CA | 94025 | RESEARCH CONSULTANT | 299132 |
| INTERVISION | |||||
| 261 E 12TH AVENUE 100 | EUGENE | OR | 97401 | VIDEO PRODUCTION RELATED TO RESEARCH | 294595 |
| UC REGENTS (UNIVERSITY OF SAN DIEGO) | |||||
| 9500 GILMAN DR | LA JOLLA | CA | 92093 | RESEARCH CONSULTANT | 159581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Government Grants | 22985097 | GovernmentGrants |
| Total Contributions | 22985097 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4637 | TotalRevenueColumn |
| Exclusion | $4,637 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10679 | TotalRevenueColumn |
| Exclusion | $10,679 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| OTHER INCOME | 541700 | 6705 | $6,705 |
| TRAINING INCOME | 541700 | 1960 | $1,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8665 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23009078 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $23,981 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1025255 | Total |
| Program Services | 839718 | ProgramServices |
| Management And General | 185537 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1914030 | Total |
| Program Services | 1914030 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8096197 | Total |
| Program Services | 5542651 | ProgramServices |
| Management And General | 2553546 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 759343 | Total |
| Program Services | 573891 | ProgramServices |
| Management And General | 185452 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1600831 | Total |
| Program Services | 1274599 | ProgramServices |
| Management And General | 326232 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 833402 | Total |
| Program Services | 444054 | ProgramServices |
| Management And General | 389348 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 954 | Total |
| Management And General | 954 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48000 | Total |
| Management And General | 48000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173793 | Total |
| Program Services | 63619 | ProgramServices |
| Management And General | 110174 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24966 | Total |
| Program Services | 19389 | ProgramServices |
| Management And General | 5577 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 574707 | Total |
| Program Services | 234603 | ProgramServices |
| Management And General | 340104 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 356800 | Total |
| Program Services | 13419 | ProgramServices |
| Management And General | 343381 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1328946 | Total |
| Program Services | 116461 | ProgramServices |
| Management And General | 1212485 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 419919 | Total |
| Program Services | 322720 | ProgramServices |
| Management And General | 97199 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94567 | Total |
| Program Services | 19683 | ProgramServices |
| Management And General | 74884 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17630 | Total |
| Management And General | 17630 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306225 | Total |
| Management And General | 306225 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117104 | Total |
| Management And General | 117104 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUBCONTRACTORS | 3560855 | 3560855 | |
| PARTICIPANT FEES | 677240 | 653996 | 23244 |
| EQUIP RENT AND MAINT | 540490 | 53433 | 487057 |
| CONSULTANT EXPENSES | 456066 | 210249 | 245817 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107229 | Total |
| Program Services | 107229 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23034549 | Total |
| Program Services | 15964599 | ProgramServices |
| Management And General | 7069950 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 899975 | BOY |
| EOY | 770930 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 931240 | BOY |
| EOY | 866742 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139024 | BOY |
| EOY | 139024 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1434401 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 899324 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 842453 | BOY |
| EOY | 535077 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183589 | BOY |
| EOY | 195390 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2996281 | BOY |
| EOY | 2507163 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1932391 | BOY |
| EOY | 1585646 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 303076 | BOY |
| EOY | 174373 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2235467 | BOY |
| EOY | 1760019 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 760814 | BOY |
| EOY | 747144 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 760814 | BOY |
| EOY | 747144 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2996281 | BOY |
| EOY | 2507163 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -25471 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 11801 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20199546 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19698760 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20645044 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23288476 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22985097 | CurrentTaxYear |
| Total | 106816923 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20199546 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19698760 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20645044 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23288476 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22985097 | CurrentTaxYear |
| Total | 106816923 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 106816923 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7455 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8223 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10063 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8153 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15316 | CurrentTaxYear |
| Total | 49210 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8369 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9222 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14510 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3824 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6705 | CurrentTaxYear |
| Total | 42630 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 106908763 | TotalSupport |
| Gross Receipts From Admissions Etc | 5458 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99910 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99900 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 82725 | OtherCostOrOtherBasis |
| Depreciation | 63608 | Depreciation |
| Book Value | 19117 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1162545 | OtherCostOrOtherBasis |
| Depreciation | 712059 | Depreciation |
| Book Value | 450486 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 189131 | OtherCostOrOtherBasis |
| Depreciation | 123657 | Depreciation |
| Book Value | 65474 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 535077 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS | Description |
| Book Value | 195390 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 195390 | TotalBookValueOtherAssets |
| Total Revenue | 23009078 | TotalRevenue |
| Total Expenses | 23034549 | TotalExpenses |
| Excess Or Deficit For Year | -25471 | ExcessOrDeficitForYear |
| Other | $11,801 | OtherAmount |
| Total Adjustments | 11801 | TotalAdjustments |
| Excess Or Deficit Per FS | -13670 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 23020879 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 11801 | OtherRevenues |
| Revenue Not Rptd F990 | 11801 | RevenueNotRptdF990 |
| Revenue Subtotal | 23009078 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 23009078 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 23034549 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 23034549 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 23034549 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE INSTITUTE ADOPTED THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, INCOME TAXES, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS ON JANUARY 1, 2009, WHICH HAD 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 8 - OTHER ADJUSTMENTS: | CURRENT YEAR CHANGE IN BENEFICIAL ASSETS 11,801. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT INCOME ON BENEFICIAL INTEREST HELD BY OCF 3,487. UNREALIZED LOSS IN VALUE OF SECURITIES HELD BY OCF -5,035. DONATION RECEIVED FROM OCF 13,349. | |
| OCF IS THE OREGON COMMUNITY FOUNDATION. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BIGLAN ANTHONY | |||||||||||||
| 130484 | 0 | 0 | 0 | 0 | 0 | 13798 | 0 | 7884 | 0 | 152166 | 0 | 0 | 0 |
| HOPS HYMAN | |||||||||||||
| 197194 | 0 | 2348 | 0 | 0 | 0 | 19130 | 0 | 7884 | 0 | 226556 | 0 | 0 | 0 |
| STICE ERIC M | |||||||||||||
| 180227 | 0 | 1926 | 0 | 0 | 0 | 19026 | 0 | 7884 | 0 | 209063 | 0 | 0 | 0 |
| SEELEY JOHN R | |||||||||||||
| 173045 | 0 | 0 | 0 | 0 | 0 | 12556 | 0 | 7884 | 0 | 193485 | 0 | 0 | 0 |
| DANAHER BRIAN G | |||||||||||||
| 167695 | 0 | 0 | 0 | 0 | 0 | 17519 | 0 | 7884 | 0 | 193098 | 0 | 0 | 0 |
| HOPS HOLLY | |||||||||||||
| 158331 | 0 | 8386 | 0 | 0 | 0 | 17581 | 0 | 7884 | 0 | 192182 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | SCIENCE SUPPORT EMPLOYEES ELECT REPRESENTATIVES TO THE BOARD FROM THEIR GROUP AND SCIENTISTS ELECT SCIENTIST REPRESENTATIVES TO THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS REVIEW THE FORM 990 PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EXECUTIVE 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 | AVAILABLE AT OFFICE IN EUGENE, OREGON. | |
| FORM 990, PART XI, LINE 5: | CURRENT YEAR CHANGE IN BENEFICIAL ASSETS 11,801. TOTAL TO FORM 990, PART XI, LINE 5: 11,801. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | NO CHANGES HAVE BEEN MADE DURING THE CURRENT YEAR. | OVERSIGHT PROCESS |