2012-04-10T18:23:39-05:00 2011-12-31 910189318 MOSS ADAMS LLP 975 OAK STREET SUITE 500 EUGENE OR 97401 990 2011-01-01 930495655 OREGON RESEARCH INSTITUTE OREG 5414842123 1715 FRANKLIN BLVD EUGENE OR 974031983 LEILA SNOW 5414842123 2012-04-04 1 PAUL D KELLER P00179519 5416861040 2011 2016-02-24 21:20:13Z BYRON GLIDDEN 1715 FRANKLIN BLVD EUGENE OR 974031983 23009078 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 5 240 0 0 0 23288476 22985097 975 0 7312 4637 4665 19344 23301428 23009078 0 0 0 0 13792773 14229058 0 0 0 9553882 8805491 23346655 23034549 -45227 -25471 2996281 2507163 2235467 1760019 760814 747144 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 6882084 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. 1941073 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. 2453442 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. 4688000 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. 4688000 15964599 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 106 0 1 240 1 0 0 0 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 X X LEILA SNOW FISCAL MANAGER 5414842123 1715 FRANKLIN BLVD EUGENE OR 97403 ARTHUN CHRIS 40.00 X 51845 0 12048 BIGLAN ANTHONY 40.00 X 130484 0 21682 BLACK CAREY 40.00 X 57915 0 13438 BLANCHARD DEBBIE 10.00 X 8187 0 3060 BOLES SHAWN 15.00 X X 23982 0 5205 DUNCAN SUE 40.00 X 119504 0 22729 GOLDBERG LEW 8.00 X 15181 0 3728 KRAFT ANNE 29.00 X 40397 0 12789 LEVE CRAIG 40.00 X 64611 0 14823 METZLER CAROL 40.00 X X 73472 0 16283 TOOBERT DEBORAH 30.00 X 105553 0 22803 CAWOOD LIZ 1.00 X X 0 0 0 MILLER VANITA 1.00 X 0 0 0 MILLINGTON BRIAN 1.00 X 0 0 0 JOHNSON-BROWN MARY ALICE 1.00 X 0 0 0 BURGDORFER CARL 1.00 X 0 0 0 HOPS HYMAN 40.00 X 199542 0 27014 STICE ERIC M 40.00 X 182153 0 26910 SEELEY JOHN R 40.00 X 173045 0 20440 DANAHER BRIAN G 40.00 X 167695 0 25403 HOPS HOLLY 40.00 X 166717 0 25465 1580283 0 273820 18 0 1 0 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 14 22985097 22985097 4637 4637 10679 10679 OTHER INCOME 541700 6705 6705 TRAINING INCOME 541700 1960 1960 8665 23009078 0 0 23981 1025255 839718 185537 1914030 1914030 8096197 5542651 2553546 759343 573891 185452 1600831 1274599 326232 833402 444054 389348 954 954 48000 48000 173793 63619 110174 24966 19389 5577 574707 234603 340104 356800 13419 343381 1328946 116461 1212485 419919 322720 97199 94567 19683 74884 17630 17630 306225 306225 117104 117104 SUBCONTRACTORS 3560855 3560855 PARTICIPANT FEES 677240 653996 23244 EQUIP RENT AND MAINT 540490 53433 487057 CONSULTANT EXPENSES 456066 210249 245817 107229 107229 23034549 15964599 7069950 0 899975 770930 931240 866742 139024 139024 1434401 899324 842453 535077 183589 195390 2996281 2507163 1932391 1585646 303076 174373 2235467 1760019 X 760814 747144 760814 747144 2996281 2507163 X -25471 11801 X X 0 1 1 X 1 1 X 20199546 19698760 20645044 23288476 22985097 106816923 20199546 19698760 20645044 23288476 22985097 106816923 106816923 7455 8223 10063 8153 15316 49210 8369 9222 14510 3824 6705 42630 106908763 5458 0.99910 0.99900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 82725 63608 19117 1162545 712059 450486 189131 123657 65474 535077 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 195390 195390 23009078 23034549 -25471 11801 11801 -13670 23020879 11801 11801 23009078 0 23009078 23034549 0 23034549 0 23034549 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. X X X X 0 0 0 0 0 0 0 0 0 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: CURRENT YEAR CHANGE IN BENEFICIAL ASSETS 11,801. TOTAL TO FORM 990, PART XI, LINE 5: 11,801. OVERSIGHT PROCESS FORM 990, PART XI, LINE 2C NO CHANGES HAVE BEEN MADE DURING THE CURRENT YEAR.