Form 990 for tax year 2023
Filed by OREGON BUSINESS & INDUSTRY ASSOCIATION.
Totals
- Total revenue
- $3,181,945
- Total expenses
- $3,212,460
- Contributions and grants received
- $515,979
- Grants paid
- $0
- Program service revenue
- $2,612,807
- Investment income
- $10,913
- Other revenue
- $42,246
- Total assets, end of year
- $2,532,781
- Total liabilities, end of year
- $734,991
- Net assets or fund balances, end of year
- $1,797,790
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$322,720
-
1d · Related organizations
$63,000
-
1f · All other contributions, gifts and grants
$130,259
-
2a · Program service revenue: MEMBERSHIP DUES
total $2,338,480 · related or exempt $2,338,480
-
2b · Program service revenue: CONTRACT REVENUE
total $160,222 · related or exempt $160,222
-
2c · Program service revenue: CONFERENCES/MEETINGS
total $74,305 · related or exempt $74,305
-
2d · Program service revenue: BOARD RETREAT
total $39,800 · related or exempt $39,800
-
3 · Investment income
total $10,913 · excluded $10,913
-
6a · Gross rents
real property $177,043
-
6b · Less rental expenses
real property $134,797
-
6c · Rental income or loss
real property $42,246
-
6d · Net rental income or loss
total $42,246 · unrelated business $24,277 · excluded $17,969
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $330,815
-
7 · Other salaries and wages
total $1,350,658
-
8 · Pension plan contributions
total $88,564
-
9 · Other employee benefits
total $134,772
-
10 · Payroll taxes
total $142,119
-
11a · Fees: management
total $19,910
-
11b · Fees: legal
total $125,516
-
11c · Fees: accounting
total $6,100
-
11d · Fees: lobbying
total $212,311
-
11g · Fees: other
total $140,178
-
12 · Advertising and promotion
total $11,213
-
13 · Office expenses
total $55,363
-
16 · Occupancy
total $111,987
-
17 · Travel
total $69,196
-
19 · Conferences, conventions and meetings
total $158,699
-
20 · Interest
total $18,792
-
22 · Depreciation, depletion and amortization
total $48,767
-
23 · Insurance
total $23,408
-
24a · Other expenses: SPECIAL PROJECTS
total $128,604
-
24b · Other expenses: OTHER OPERATING
total $35,488
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $765,984 · end of year $539,958
-
2 · Savings and temporary cash investments
beginning of year $352,072 · end of year $612,985
-
4 · Accounts receivable
end of year $11,358
-
10a · Land, buildings and equipment: cost or other basis
$2,224,867
-
10b · Land, buildings and equipment: accumulated depreciation
$903,399
-
10c · Land, buildings and equipment, net
beginning of year $1,402,703 · end of year $1,321,468
-
15 · Other assets
beginning of year $53,563 · end of year $47,012
-
23 · Secured mortgages and notes payable
beginning of year $733,791 · end of year $718,516
-
25 · Other liabilities
beginning of year $12,226 · end of year $16,475
-
27 · Net assets without donor restrictions
beginning of year $1,629,861 · end of year $1,602,267
-
28 · Net assets with donor restrictions
beginning of year $198,444 · end of year $195,523
Mission and programs · 2023
Mission
COMMITTED TO GROWING OREGON'S ECONOMY, QUALITY JOBS FOR OUR CITIZENS AND HEALTHY COMMUNITIES, THROUGH STRONG ADVOCACY OF OREGON'S BUSINESSES.
Activities or mission (Part I)
TO PROMOTE PROSPERITY AND THE HIGHEST QUALITY OF LIFE FOR OREGONIANS BY ADVANCING OREGON BUSINESS.
-
A COMPREHENSIVE BUSINESS ASSOCIATION THAT ADVOCATES FOR OREGON BUSINESS. PROVIDES ANALYSIS OF BUSINESS RELATED PUBLIC POLICY ISSUES AFFECTING BUSINESS AND ANALYSIS OF LEGISLATIVE ACTIVITIES ANDDISTRIBUTION OF LEGISLATIVE INFORMATION TO MEMBERS. PROMOTION OF BUSINESS AND INDUSTRY WITHIN THE STATE OF OREGON. AT 12/31/23 OREGON BUSINES & INDUSTRY ASSOCIATION HAS APPROXIMATELY 1,600 MEMBERS.
-
OREGON BUSINESS & INDUSTRY ASSOCIATION ACTIVITIES FOR THE YEAR INCLUDED VARIOUS LEGISLATIVE ACTIVITIES DURING THE SESSION FOR THE BENEFIT OF THE MEMBERSHIP, ADVOCATING FOR BUSINESS AND INDUSTRY IN OREGON AND PROGRAMS HELPFUL TO THE BUSINESS COMMUNITY. STAFF ALSO NEGOTIATED WITH STATE EXECUTIVES WITH REGARDS TO VARIOUS POLICY PROPOSALS AND ADMINISTRATIVE RULES THAT COULD IMPACT BUSINESSES.
As filed on the 2023 return.
Listed in Part VII
-
Justin DelaneyJUSTIN DELANEY
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kimberly MedfordKIMBERLY MEDFORD
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Karen VineyardKAREN VINEYARD
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lori OlundLORI OLUND
FIRST VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jordan PapJORDAN PAP
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jason BrandtJASON BRANDT
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Katy BrooksKATY BROOKS
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Debbie FromdahlDEBBIE FROMDAHL
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jodi HackJODI HACK
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andrew HoanANDREW HOAN
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Deanna PalmDEANNA PALM
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David ReidDAVID REID
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dave RobertsonDAVE ROBERTSON
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cheri Rosenberg-LaboyCHERI ROSENBERG-LABOY
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Janet SteeleJANET STEELE
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Erik AmosERIK AMOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ryan BennettRYAN BENNETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ruth BeyerRUTH BEYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth BingoldELIZABETH BINGOLD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Darren BinderDARREN BINDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ellie BoothELLIE BOOTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jon BuerstatteJON BUERSTATTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeremy BurroughsJEREMY BURROUGHS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott BurtonSCOTT BURTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shiau Yen Chin-DennisSHIAU YEN CHIN-DENNIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gina ColeGINA COLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Heath CurtissHEATH CURTISS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rocky DallumROCKY DALLUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Calli DalyCALLI DALY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Daniel DrinkwardDANIEL DRINKWARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sara DuckwallSARA DUCKWALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Betsy EarlsBETSY EARLS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Larry EllifritzLARRY ELLIFRITZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amy FauverAMY FAUVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eric GeyerERIC GEYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert GloverROBERT GLOVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Graciela Gomez CowgerGRACIELA GOMEZ COWGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Courtney GrieselCOURTNEY GRIESEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Todd HanchettTODD HANCHETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg HarrisGREG HARRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Naomi HaslittNAOMI HASLITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marion HaynesMARION HAYNES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Deborah HerronDEBORAH HERRON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jared HolumJARED HOLUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aaron HuntAARON HUNT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steven IsaakSTEVEN ISAAK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jack IsselmannJACK ISSELMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amir JohnsonAMIR JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cynthia LeonCYNTHIA LEON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amy LewinAMY LEWIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert O'NeillROBERT O'NEILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michelle OttenMICHELLE OTTEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andrew OverANDREW OVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Katie PaullinKATIE PAULLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary PiklMARY PIKL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Annette PriceANNETTE PRICE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mel SearsMEL SEARS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian ShipleyBRIAN SHIPLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul SnyderPAUL SNYDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sam TannahillSAM TANNAHILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alan ThayerALAN THAYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael TylutkiMICHAEL TYLUTKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Melissa VaillancourtMELISSA VAILLANCOURT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeremy VandeheyJEREMY VANDEHEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dj VogtDJ VOGT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sean WatersSEAN WATERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michelle WeisenbachMICHELLE WEISENBACH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Howard WerthHOWARD WERTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Richard WhiteRICHARD WHITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jared WienerJARED WIENER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steven WildishSTEVEN WILDISH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathryn WilliamsKATHRYN WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael WilliamsMICHAEL WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stacie Wyss-SchoenbornSTACIE WYSS-SCHOENBORN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David ZehntbauerDAVID ZEHNTBAUER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Angela WilhelmsANGELA WILHELMS
PRESIDENT & CEO
- Total calculated
- $330,815
- From this org
- $306,390
- From related orgs
- $0
- Other
- $24,425
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $306,390
- Bonus
- $0
- Other
- $0
- Deferred
- $17,152
- Nontaxable benefits
- $7,273
- Filer's total
- $330,815
-
Scott BruunSCOTT BRUUN
VICE PRESIDENT
- Total calculated
- $189,437
- From this org
- $178,609
- From related orgs
- $0
- Other
- $10,828
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $178,609
- Bonus
- $0
- Other
- $0
- Deferred
- $10,199
- Nontaxable benefits
- $629
- Filer's total
- $189,437
-
Sharla MoffettSHARLA MOFFETT
SENIOR POLICY DIRECTOR
- Total calculated
- $160,821
- From this org
- $145,743
- From related orgs
- $0
- Other
- $15,078
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $145,743
- Bonus
- $0
- Other
- $0
- Deferred
- $7,805
- Nontaxable benefits
- $7,273
- Filer's total
- $160,821
-
Derek SangstonDEREK SANGSTON
POLICY DIRECTOR
- Total calculated
- $143,306
- From this org
- $128,333
- From related orgs
- $0
- Other
- $14,973
- Hours/week
- 45
-
Paloma SparksPALOMA SPARKS
CHIEF OPERATING OFFICER
- Total calculated
- $123,211
- From this org
- $109,375
- From related orgs
- $0
- Other
- $13,836
- Hours/week
- 40 + 5 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- PART I, LINE 1A
- THE ORGANIZATION REIMBURSES CEO FOR MEMBERSHIP IN A BUSINESS/SOCIAL CLUB. BENEFICIARY: ANGELA WILHELMS. REIMBURSEMENT OF MONTHLY DUES. IT IS NOT TREATED AS TAXABLE INCOME.
- PART I, LINE 1B
- THE REIMBURSEMENT IS SET OUT IN THE EMPLOYMENT AGREEMENT.
- PART I, LINE 3
- THE COMPENSATION AND PERFORMANCE COMMITTEE SHALL CONSIST OF THE CHAIR, FIRST VICE CHAIR AND IMMEDIATE PAST CHAIR. THE COMPENSATION AND PERFORMANCE COMMITTEE SHALL BE RESPONSIBLE FOR DELIVERING ANNUALLY A WRITTEN PERFORMANCE REVIEW OF THE PRESIDENT OF THE ASSOCIATION AND SETTING THE COMPENSATION OF THE PRESIDENT. THE PRESIDENT/CEO WILL REVIEW OTHER STAFF MEMBERS COMPENSATION ANNUALLY.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
OREGON BUSINESS & INDUSTRY RESEARCH & EDUCATION FOUNDATION
501(C)(3) · BUSINESS RESEARCH AND EDUCATION · OR
Directly controlled by OREGON BUSINESS & INDUSTRY ASSOCIATION
-
OREGON BUSINESS & INDUSTRY PAC
527 · A COALTION OF OREGON COMPANIES COMMITTED TO BUILDING PRO-GROWTH, PRO-BUSINES · OR
Directly controlled by OREGON BUSINESS & INDUSTRY ASSOCIATION
-
OREGON BUSINESS & INDUSTRY ISSUES PAC
527 · SUPPORT LEGISLATIVE CANDIDATES AND BALLOT · OR
Directly controlled by OREGON BUSINESS & INDUSTRY ASSOCIATION
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
OBI HEALTHCHOICE BENEFITS PLAN & TRUST
T · BENEFIT MANAGEMENT SERVICES · OR · share of assets $266,809
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443189349310834
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