OREGON RESEARCH INSTITUTE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- OREGON RESEARCH INSTITUTE (EIN 93-0495655)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-03-29
- IRS object ID
- 201120889349300512
- Schema version
- 2010v3.2
- 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 | 2011-03-29T14:11:28-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-03-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL D KELLER | Name |
| Phone | 5416861040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CYNTHIA GUINN | 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 | 23301428 | 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 | 264 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 20645044 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 23288476 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 432 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 975 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8786 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7312 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 15787 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4665 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20670049 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23301428 | 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 | 13085598 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13792773 | 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 | 7637441 | OtherExpensePriorYear |
| Other Expenses Current Year | 9553882 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20723039 | TotalExpensesPriorYear |
| Total Expenses Current Year | 23346655 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -52990 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -45227 | RevenuesLessExpensesCY |
| Total Assets BOY | 3094348 | TotalAssetsBOY |
| Total Assets EOY | 2996281 | TotalAssetsEOY |
| Total Liabilities BOY | 2471897 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2235467 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 622451 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 760814 | 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 | 8861197 | Expense |
| Revenue | 8861197 | Revenue |
| Description | CHILDREN & YOUTH: ORI RESEARCH IN THIS AREA FOCUSES ON THE ROLE FAMILIES, SCHOOLS, PEERS, NEIGHBORHOODS & COMMUNITIES PLAY IN PROMOTING POSITIVE DEVELOPMENT OF CHILDREN, ADOLESCENTS, AND YOUNG ADULTS, AS WELL AS THE EFFECTIVENESS OF PROGRAMS IN PREVENTING OR REDUCING PROBLEM BEHAVIORS AND IMPROVING CHILD AND ADOLESCENT OUTCOMES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2001849 | Expense |
| Revenue | 2001849 | Revenue |
| Description | CESSATION & TREATMENT: ORI IS A LEADER ON UNDERSTANDING & PREVENTING USE AND ABUSE OF SUBSTANCES, INCLUDING TOBACCO, ALCOHOL, & ILLEGAL DRUGS. RESEARCH IN THIS AREA FOCUSES ON DEVELOPING & TESTING TREATMENT PROGRAMS TO HELP PEOPLE CEASE OR REDUCE THEIR SUBSTANCE USE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2100459 | Expense |
| Revenue | 2100459 | Revenue |
| Description | INTERACTIVE TECHNOLOGY: THE ADVENT OF THE INTERNET HAS PROVIDED NEW AVENUES FOR DISSEMINATING INTERVENTIONS THAT PROMOTE HEALTHY BEHAVIORS. ORI RESEARCHERS IN THIS FIELD HAVE ADAPTED SEVERAL PROVEN INTERVENTIONS FOR TOBACCO CESSATION, DIABETES MANAGEMENT, AND PARENT TRAINING FOR USE AND TESTING OVER THE INTERNET. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3357619 | Expense |
| Revenue | 3357619 | Revenue |
| Description | RESEARCH PROMOTING HEALTH THROUGH AN UNDERSTANDING OF CHRONIC ILLNESS, PHYSICAL ACTIVITY, DEPRESSION, PERSONALITY TRAITS, VIRTUAL REALITY, AND METHODOLOGY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3357619 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 3357619 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 16321124 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 121 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 264 | 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 | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| 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 (26 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 | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| ARTHUN CHRIS | ||||||||
| RESEARCH ASSISTANT | 40.00 | X | 50231 | 0 | 12743 | |||
| BIGLAN ANTHONY | ||||||||
| RESEARCH SCIENTIST | 40.00 | X | 143063 | 0 | 22192 | |||
| BLACK CAREY | ||||||||
| RESEARCH ASSISTANT | 40.00 | X | 59049 | 0 | 13166 | |||
| BLANCHARD DEBBIE | ||||||||
| RESEARCH ASSISTANT | 40.00 | X | 17888 | 0 | 8942 | |||
| BOLES SHAWN | ||||||||
| BOARD TREASURER | 40.00 | X | 45914 | 0 | 7029 | X | ||
| GOLDBERG LEW | ||||||||
| RESEARCH SCIENTIST | 40.00 | X | 32393 | 0 | 10615 | |||
| HAMPSON SARAH | ||||||||
| BOARD CHAIR | 40.00 | X | 161588 | 0 | 23622 | X | ||
| LEVE CRAIG | ||||||||
| RESEARCH ASSISTANT | 40.00 | X | 66798 | 0 | 13909 | |||
| LIGHT JOHN | ||||||||
| RESEARCH SCIENTIST | 40.00 | X | 82210 | 0 | 15751 | |||
| WIDDOP CHRIS | ||||||||
| RESEARCH ASSISTANT | 40.00 | X | 56997 | 0 | 12830 | |||
| JOHNSTON MARY ALICE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MILLER VANITA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CAWOOD LIZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MILLINGTON BRIAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SNELLINGS CHARLIE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GUINN CYNTHIA | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 117554 | 0 | 19324 | X | |||
| HOPS HYMAN | ||||||||
| RESEARCH SCIENTIST | 40.00 | 199086 | 0 | 27546 | X | |||
| STICE ERIC M | ||||||||
| RESEARCH SCIENTIST | 40.00 | 190614 | 0 | 26383 | X | |||
| LI FUZHONG | ||||||||
| RESEARCH SCIENTIST | 40.00 | 159592 | 0 | 23332 | X | |||
| SEELEY JOHN R | ||||||||
| RESEARCH SCIENTIST | 40.00 | 177159 | 0 | 25722 | X | |||
| DANAHER BRIAN G | ||||||||
| RESEARCH SCIENTIST | 40.00 | 165221 | 0 | 24240 | X | |||
| ANDREWS JUDY | ||||||||
| TREASURER | 40.00 | 183767 | 0 | 25713 | X | |||
| HOPS HOLLY | ||||||||
| RESEARCH SCIENTIST | 40.00 | 175225 | 0 | 24656 | X | |||
| ROHDE PAUL | ||||||||
| RESEARCH SCIENTIST | 40.00 | 161878 | 0 | 23427 | X | |||
| SEVERSON HERB | ||||||||
| RESEARCH SCIENTIST | 40.00 | 178781 | 0 | 25160 | X | |||
| SMOLKOWSKI KEITH | ||||||||
| RESEARCH SCIENTIST | 40.00 | 123143 | 0 | 19512 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2548151 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 405814 | TotalOtherCompensation |
| Number Individuals GT100 K | 21 | NumberIndividualsGT100K |
| Formers Listed | 1 | 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 | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country |
|---|---|---|---|---|---|---|---|---|
| KAISER FOUNDATION RESEARCH INSTITUTE | ||||||||
| 1800 HARRISON ST 16TH FL | OAKLAND | CA | 94512 | RESEARCH CONSULTANT | 985540 | |||
| UNIVERSITY OF OREGON | ||||||||
| PO BOX 3237 | EUGENE | OR | 97403 | RESEARCH CONSULTANT | 381007 | |||
| INTERVISION | ||||||||
| 261 E 12TH AVENUE 100 | EUGENE | OR | 97401 | VIDEO PRODUCTION RELATED TO RESEARCH | 307703 | |||
| SRI INTERNATIONAL | ||||||||
| PO BOX 2767 | MENLO PARK | CA | 94025 | RESEARCH CONSULTANT | 258745 | |||
| UNIVERSITY OF OXFORD | ||||||||
| RESEARCH CONSULTANT | 229638 | PO BOX 1515 | OXFORD | UK | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 26 | NumberOfContractorsGT100K |
| Government Grants | 23288476 | GovernmentGrants |
| Total Contributions | 23288476 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TRAINING INCOME | Description |
| Business Code | 541700 | BusinessCode |
| Total Revenue Column | 975 | TotalRevenueColumn |
| Related Or Exempt Function Income | 975 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 975 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7312 | TotalRevenueColumn |
| Exclusion | $7,312 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 841 | TotalRevenueColumn |
| Exclusion | $841 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 541700 | BusinessCode |
| Total Revenue Column | 3824 | TotalRevenueColumn |
| Exclusion | $3,824 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3824 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23301428 | TotalRevenueColumn |
| Related Or Exempt Function Income | 975 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $11,977 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1832295 | Total |
| Program Services | 1695417 | ProgramServices |
| Management And General | 136878 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 940347 | Total |
| Program Services | 822793 | ProgramServices |
| Management And General | 117554 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7565687 | Total |
| Program Services | 5143993 | ProgramServices |
| Management And General | 2421694 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000709 | Total |
| Program Services | 794456 | ProgramServices |
| Management And General | 206253 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 853640 | Total |
| Program Services | 676963 | ProgramServices |
| Management And General | 176677 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1600095 | Total |
| Program Services | 1087908 | ProgramServices |
| Management And General | 512187 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35300 | Total |
| Management And General | 35300 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49000 | Total |
| Management And General | 49000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101919 | Total |
| Program Services | 96767 | ProgramServices |
| Management And General | 5152 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81359 | Total |
| Program Services | 74866 | ProgramServices |
| Management And General | 6493 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334282 | Total |
| Program Services | 42662 | ProgramServices |
| Management And General | 291620 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309826 | Total |
| Program Services | 27884 | ProgramServices |
| Management And General | 281942 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1414984 | Total |
| Program Services | 169798 | ProgramServices |
| Management And General | 1245186 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 448072 | Total |
| Program Services | 237478 | ProgramServices |
| Management And General | 210594 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159617 | Total |
| Program Services | 84597 | ProgramServices |
| Management And General | 75020 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 292620 | Total |
| Management And General | 292620 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUBCONTRACTORS | 4126873 | 4126873 | |
| EQUIP RENT AND MAINT | 634340 | 57091 | 577249 |
| PARTICIPANT FEES & INCE | 586000 | 558055 | 27945 |
| CONSULTANT EXPENSES | 384920 | 334974 | 49946 |
| LAB SERVICE & ANALYSIS | 194400 | 194400 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 400370 | Total |
| Program Services | 94149 | ProgramServices |
| Management And General | 306221 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23346655 | Total |
| Program Services | 16321124 | ProgramServices |
| Management And General | 7025531 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 526315 | BOY |
| EOY | 899975 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1584382 | BOY |
| EOY | 931240 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138025 | BOY |
| EOY | 139024 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1584529 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 742076 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 845626 | BOY |
| EOY | 842453 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 183589 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3094348 | BOY |
| EOY | 2996281 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2047639 | BOY |
| EOY | 1932391 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 424258 | BOY |
| EOY | 303076 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2471897 | BOY |
| EOY | 2235467 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 622451 | BOY |
| EOY | 760814 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 622451 | BOY |
| EOY | 760814 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3094348 | BOY |
| EOY | 2996281 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -45227 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 183590 | 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 | 18744828 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20199546 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19698760 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20645044 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23288476 | CurrentTaxYear |
| Total | 102576654 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18744828 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20199546 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19698760 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20645044 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23288476 | CurrentTaxYear |
| Total | 102576654 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 102576654 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11858 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7455 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8223 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10063 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8153 | CurrentTaxYear |
| Total | 45752 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17568 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8369 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9222 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14510 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3824 | CurrentTaxYear |
| Total | 53493 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 102675899 | TotalSupport |
| Gross Receipts From Admissions Etc | 7778 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99900 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99860 | 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 | 130573 | OtherCostOrOtherBasis |
| Depreciation | 84724 | Depreciation |
| Book Value | 45849 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1264824 | OtherCostOrOtherBasis |
| Depreciation | 568933 | Depreciation |
| Book Value | 695891 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 189132 | OtherCostOrOtherBasis |
| Depreciation | 88419 | Depreciation |
| Book Value | 100713 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 842453 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS | Description |
| Book Value | 183589 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 183589 | TotalBookValueOtherAssets |
| Total Revenue | 23301428 | TotalRevenue |
| Total Expenses | 23346655 | TotalExpenses |
| Excess Or Deficit For Year | -45227 | ExcessOrDeficitForYear |
| Other | $183,590 | OtherAmount |
| Total Adjustments | 183590 | TotalAdjustments |
| Excess Or Deficit Per FS | 138363 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 23322809 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 21381 | OtherRevenues |
| Revenue Not Rptd F990 | 21381 | RevenueNotRptdF990 |
| Revenue Subtotal | 23301428 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 23301428 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 23346655 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 23346655 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 23346655 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 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: | BENEFICIAL ASSETS HELD BY OTHERS AT BEGINNING OF 2010 162,209. CURRENT YEAR CHANGE IN BENEFICIAL ASSETS 21,381. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INTEREST INCOME ON BENEFICIAL INTEREST HELD BY OCF 978. CHANGE IN VALUE OF SECURITIES HELD BY OCF 5,937. DONATION RECEIVED FROM OCF 14,466. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| 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 (12 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 | |||||||||||||
| 143063 | 0 | 0 | 0 | 0 | 0 | 15064 | 0 | 7128 | 0 | 165255 | 0 | 0 | 0 |
| HAMPSON SARAH | |||||||||||||
| 161588 | 0 | 0 | 0 | 0 | 0 | 16494 | 0 | 7128 | 0 | 185210 | 0 | 0 | 0 |
| HOPS HYMAN | |||||||||||||
| 199086 | 0 | 0 | 0 | 0 | 0 | 20418 | 0 | 7128 | 0 | 226632 | 0 | 0 | 0 |
| STICE ERIC M | |||||||||||||
| 190614 | 0 | 0 | 0 | 0 | 0 | 19255 | 0 | 7128 | 0 | 216997 | 0 | 0 | 0 |
| LI FUZHONG | |||||||||||||
| 159592 | 0 | 0 | 0 | 0 | 0 | 16204 | 0 | 7128 | 0 | 182924 | 0 | 0 | 0 |
| SEELEY JOHN R | |||||||||||||
| 177159 | 0 | 0 | 0 | 0 | 0 | 18594 | 0 | 7128 | 0 | 202881 | 0 | 0 | 0 |
| DANAHER BRIAN G | |||||||||||||
| 165221 | 0 | 0 | 0 | 0 | 0 | 17112 | 0 | 7128 | 0 | 189461 | 0 | 0 | 0 |
| ANDREWS JUDY | |||||||||||||
| 183767 | 0 | 0 | 0 | 0 | 0 | 18585 | 0 | 7128 | 0 | 209480 | 0 | 0 | 0 |
| HOPS HOLLY | |||||||||||||
| 175225 | 0 | 0 | 0 | 0 | 0 | 17528 | 0 | 7128 | 0 | 199881 | 0 | 0 | 0 |
| ROHDE PAUL | |||||||||||||
| 161878 | 0 | 0 | 0 | 0 | 0 | 16299 | 0 | 7128 | 0 | 185305 | 0 | 0 | 0 |
| SEVERSON HERB | |||||||||||||
| 178781 | 0 | 0 | 0 | 0 | 0 | 18032 | 0 | 7128 | 0 | 203941 | 0 | 0 | 0 |
| SMOLKOWSKI KEITH | |||||||||||||
| 123143 | 0 | 0 | 0 | 0 | 0 | 12384 | 0 | 7128 | 0 | 142655 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| EXECUTIVE DIRECTOR UPDATES FORMS ANNUALLY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| 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 B, LINE 15 | |
| AVAILABLE AT OFFICE IN EUGENE, OREGON. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | BENEFICIAL ASSETS HELD BY OTHERS AT BEGINNING OF 2010 162,209. CURRENT YEAR CHANGE IN BENEFICIAL ASSETS 21,381. TOTAL TO FORM 990, PART XI, LINE 5: 183,590. | FORM 990, PART XI, LINE 5: |
| OVERSIGHT PROCESS | NO CHANGES HAVE BEEN MADE DURING THE CURRENT YEAR. | PART XI, LINE 2C |