Totals
- Total revenue
- $7,058,269
- Total expenses
- $7,578,929
- Contributions and grants received
- $7,170,576
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $1,954
- Other revenue
- -$114,261
- Total assets, end of year
- $1,763,767
- Total liabilities, end of year
- $1,395,527
- Net assets or fund balances, end of year
- $368,240
- Program services expenses (Part IX)
- $4,765,970
- Management and general expenses
- $2,812,959
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,765,970
Program services were 62.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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.
-
1e · Government grants (contributions)
$5,350,627
-
1f · All other contributions, gifts and grants
$1,819,949
-
3 · Investment income
total $1,954 · excluded $1,954
-
11a · Other revenue: OTHER LOSS
total -$114,261 · excluded -$114,261
-
11e · Other revenue, total
-$114,261
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,052,235 · program services $787,795 · management and general $264,440
-
7 · Other salaries and wages
total $2,842,256 · program services $1,965,839 · management and general $876,417
-
8 · Pension plan contributions
total $233,968 · program services $164,614 · management and general $69,354
-
9 · Other employee benefits
total $655,723 · program services $436,074 · management and general $219,649
-
10 · Payroll taxes
total $266,263 · program services $187,336 · management and general $78,927
-
11b · Fees: legal
total $784 · management and general $784
-
11c · Fees: accounting
total $50,244 · management and general $50,244
-
11g · Fees: other
total $593,070 · program services $178,603 · management and general $414,467
-
12 · Advertising and promotion
total $4,338 · program services $4,338
-
13 · Office expenses
total $195,627 · program services $50,080 · management and general $145,547
-
14 · Information technology
total $264,096 · program services $8,786 · management and general $255,310
-
16 · Occupancy
total $146,494 · management and general $146,494
-
17 · Travel
total $81,106 · program services $46,739 · management and general $34,367
-
19 · Conferences, conventions and meetings
total $20,548 · program services $1,764 · management and general $18,784
-
20 · Interest
total $1,255 · management and general $1,255
-
22 · Depreciation, depletion and amortization
total $38,061 · management and general $38,061
-
23 · Insurance
total $61,158 · management and general $61,158
-
24a · Other expenses: SUBAWARDS
total $832,872 · program services $832,872
-
24b · Other expenses: BUILDING MAINTENANCE
total $135,579 · management and general $135,579
-
24c · Other expenses: PARTICIPANT FEES
total $64,004 · program services $61,882 · management and general $2,122
-
24d · Other expenses: RESEARCH SUPPLIES
total $39,248 · program services $39,248
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $152,422 · end of year $162,823
-
3 · Pledges and grants receivable
beginning of year $641,950 · end of year $588,313
-
9 · Prepaid expenses and deferred charges
beginning of year $61,460 · end of year $69,053
-
10a · Land, buildings and equipment: cost or other basis
$911,953
-
10b · Land, buildings and equipment: accumulated depreciation
$788,079
-
10c · Land, buildings and equipment, net
beginning of year $112,267 · end of year $123,874
-
12 · Investments: other securities
beginning of year $159,200 · end of year $159,200
-
15 · Other assets
beginning of year $16,334,235 · end of year $660,504
-
17 · Accounts payable and accrued expenses
beginning of year $776,603 · end of year $782,998
-
23 · Secured mortgages and notes payable
beginning of year $62,084 · end of year $10,424
-
25 · Other liabilities
beginning of year $15,744,570 · end of year $602,105
-
27 · Net assets without donor restrictions
beginning of year $878,277 · end of year $368,240
Mission and programs · 2023
Mission
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.
-
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.
Expenses $1,782,542
-
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 1980S WITH RESEARCH TO FIND WAYS TO HELP PEOPLE WITH DIABETES MANAGE THEIR ILLNESS. THE STUDY AND PROMOTION OF PHYSICAL ACTIVITY BEGAN IN THE 1990S 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.
Expenses $1,125,085
-
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.
Expenses $1,086,580
-
TREATING TOBACCO, ALCOHOL AND ILLEGAL DRUG USE: ORI'S WORK IN THIS AREA DATES FROM RESEARCH FUNDING OBTAINED IN THE LATE 1970S 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.
Expenses $771,763
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Alexandra HamiltonALEXANDRA HAMILTON
BOARD MEMBER, SENIOR SCIENTIST
- Total calculated
- $201,909
- From this org
- $178,219
- From related orgs
- $0
- Other
- $23,690
- Hours/week
- 38
Schedule J breakdown matched by us
- Base
- $178,219
- Bonus
- $0
- Other
- $0
- Deferred
- $23,169
- Nontaxable benefits
- $521
- Filer's total
- $201,909
-
Keith SmolkowskiKEITH SMOLKOWSKI
BOARD MEMBER, SENIOR SCIENTIST
- Total calculated
- $182,639
- From this org
- $149,938
- From related orgs
- $0
- Other
- $32,701
- Hours/week
- 28
Schedule J breakdown matched by us
- Base
- $149,938
- Bonus
- $0
- Other
- $0
- Deferred
- $19,811
- Nontaxable benefits
- $12,890
- Filer's total
- $182,639
-
Kathryn MaddenKATHRYN MADDEN
BOARD SECRETARY, IRB ADMINISTRATOR
- Total calculated
- $88,085
- From this org
- $66,141
- From related orgs
- $0
- Other
- $21,944
- Hours/week
- 28
-
Paul RohdePAUL ROHDE
BOARD CHAIR, SENIOR SCIENTIST
- Total calculated
- $172,830
- From this org
- $140,753
- From related orgs
- $0
- Other
- $32,077
- Hours/week
- 27
Schedule J breakdown matched by us
- Base
- $140,753
- Bonus
- $0
- Other
- $0
- Deferred
- $18,648
- Nontaxable benefits
- $13,429
- Filer's total
- $172,830
-
Andrew GuessANDREW GUESS
BOARD MEMBER, IT SYSTEMS ADMIN
- Total calculated
- $50,208
- From this org
- $43,361
- From related orgs
- $0
- Other
- $6,847
- Hours/week
- 26
-
Julie PopeJULIE POPE
BOARD MEMBER, RESEARACH ASSISTANT
- Total calculated
- $51,892
- From this org
- $36,070
- From related orgs
- $0
- Other
- $15,822
- Hours/week
- 24
-
Derek KostyDEREK KOSTY
BOARD MEMBER, ASSOC RESEARCH SCIENTIST
- Total calculated
- $101,214
- From this org
- $77,476
- From related orgs
- $0
- Other
- $23,738
- Hours/week
- 24
-
Katherine ClawsonKATHERINE CLAWSON
BOARD MEMBER, RESEARCH ASSISTANT
- Total calculated
- $45,910
- From this org
- $32,747
- From related orgs
- $0
- Other
- $13,163
- Hours/week
- 19
-
Craig LeveCRAIG LEVE
BOARD TREASURER, DATA ANALYST
- Total calculated
- $39,360
- From this org
- $28,990
- From related orgs
- $0
- Other
- $10,370
- Hours/week
- 10
-
Stasinos StavrianeasSTASINOS STAVRIANEAS
BOARD MEMBER, ASSOC RESEARCH SCIENTIST
- Total calculated
- $0
- Hours/week
- 1
-
Marie JacksonMARIE JACKSON
BOARD SECRETARY, COMMUNITY BOARD MBR
- Total calculated
- $0
- Hours/week
- 0
-
Chuck KalnbachCHUCK KALNBACH
COMMUNITY BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Shawn MurphySHAWN MURPHY
COMMUNITY BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Chris ArthunCHRIS ARTHUN
DIRECTOR OF FINANCE & ADMINISTRATION
- Total calculated
- $118,189
- From this org
- $104,244
- From related orgs
- $0
- Other
- $13,945
- Hours/week
- 40
-
Fuzhong LiFUZHONG LI
SENIOR RESEARCH SCIENTIST
- Total calculated
- $244,951
- From this org
- $204,248
- From related orgs
- $0
- Other
- $40,703
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $204,248
- Bonus
- $0
- Other
- $0
- Deferred
- $27,027
- Nontaxable benefits
- $13,676
- Filer's total
- $244,951
-
Jacqueline Huscroft - D'AngeloJACQUELINE HUSCROFT - D'ANGELO
RESEARCH SCIENTIST
- Total calculated
- $141,815
- From this org
- $125,039
- From related orgs
- $0
- Other
- $16,776
- Hours/week
- 38
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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 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
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433189349304508
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