2011-03-29T14:11:28-05:00 2010-12-31 MOSS ADAMS LLP 975 OAK STREET SUITE 500 EUGENE OR 97401 990 2010-01-01 930495655 OREGON RESEARCH INSTITUTE OREG 5414842123 1715 FRANKLIN BLVD EUGENE OR 974031983 LEILA SNOW 5414842123 2011-03-21 1 PAUL D KELLER 5416861040 2010 2016-02-24 21:20:13Z CYNTHIA GUINN 1715 FRANKLIN BLVD EUGENE OR 974031983 23301428 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 5 264 0 0 0 20645044 23288476 432 975 8786 7312 15787 4665 20670049 23301428 0 0 0 0 13085598 13792773 0 0 0 7637441 9553882 20723039 23346655 -52990 -45227 3094348 2996281 2471897 2235467 622451 760814 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 8861197 8861197 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. 2001849 2001849 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. 2100459 2100459 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. 3357619 3357619 RESEARCH PROMOTING HEALTH THROUGH AN UNDERSTANDING OF CHRONIC ILLNESS, PHYSICAL ACTIVITY, DEPRESSION, PERSONALITY TRAITS, VIRTUAL REALITY, AND METHODOLOGY. 3357619 3357619 16321124 1 1 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 1 121 0 1 264 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 NM CA AZ FL UT X LEILA SNOW FISCAL MANAGER 5414842123 1715 FRANKLIN BLVD EUGENE OR 97403 ARTHUN CHRIS 40.00 X 50231 0 12743 BIGLAN ANTHONY 40.00 X 143063 0 22192 BLACK CAREY 40.00 X 59049 0 13166 BLANCHARD DEBBIE 40.00 X 17888 0 8942 BOLES SHAWN 40.00 X X 45914 0 7029 GOLDBERG LEW 40.00 X 32393 0 10615 HAMPSON SARAH 40.00 X X 161588 0 23622 LEVE CRAIG 40.00 X 66798 0 13909 LIGHT JOHN 40.00 X 82210 0 15751 WIDDOP CHRIS 40.00 X 56997 0 12830 JOHNSTON MARY ALICE 1.00 X 0 0 0 MILLER VANITA 1.00 X 0 0 0 CAWOOD LIZ 1.00 X 0 0 0 MILLINGTON BRIAN 1.00 X 0 0 0 SNELLINGS CHARLIE 1.00 X 0 0 0 GUINN CYNTHIA 40.00 X 117554 0 19324 HOPS HYMAN 40.00 X 199086 0 27546 STICE ERIC M 40.00 X 190614 0 26383 LI FUZHONG 40.00 X 159592 0 23332 SEELEY JOHN R 40.00 X 177159 0 25722 DANAHER BRIAN G 40.00 X 165221 0 24240 ANDREWS JUDY 40.00 X 183767 0 25713 HOPS HOLLY 40.00 X 175225 0 24656 ROHDE PAUL 40.00 X 161878 0 23427 SEVERSON HERB 40.00 X 178781 0 25160 SMOLKOWSKI KEITH 40.00 X 123143 0 19512 2548151 0 405814 21 1 1 0 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 PO BOX 1515 OXFORD UK RESEARCH CONSULTANT 229638 26 23288476 23288476 TRAINING INCOME 541700 975 975 975 7312 7312 841 841 OTHER INCOME 541700 3824 3824 3824 23301428 975 0 11977 1832295 1695417 136878 940347 822793 117554 7565687 5143993 2421694 1000709 794456 206253 853640 676963 176677 1600095 1087908 512187 35300 35300 49000 49000 101919 96767 5152 81359 74866 6493 334282 42662 291620 309826 27884 281942 1414984 169798 1245186 448072 237478 210594 159617 84597 75020 292620 292620 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 400370 94149 306221 23346655 16321124 7025531 0 526315 899975 1584382 931240 138025 139024 1584529 742076 845626 842453 0 183589 3094348 2996281 2047639 1932391 424258 303076 2471897 2235467 X 622451 760814 622451 760814 3094348 2996281 X -45227 183590 X X 0 1 1 X 1 1 X 18744828 20199546 19698760 20645044 23288476 102576654 18744828 20199546 19698760 20645044 23288476 102576654 102576654 11858 7455 8223 10063 8153 45752 17568 8369 9222 14510 3824 53493 102675899 7778 0.99900 0.99860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 130573 84724 45849 1264824 568933 695891 189132 88419 100713 842453 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 183589 183589 23301428 23346655 -45227 183590 183590 138363 23322809 21381 21381 23301428 0 23301428 23346655 0 23346655 0 23346655 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. 1 X X X X 0 0 0 0 0 0 0 0 0 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 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: 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. OVERSIGHT PROCESS PART XI, LINE 2C NO CHANGES HAVE BEEN MADE DURING THE CURRENT YEAR.