Form 990 for tax year 2022
Filed by OREGON BUSINESS & INDUSTRY ASSOCIATION.
Totals
- Total revenue
- $2,956,642
- Total expenses
- $2,998,592
- Contributions and grants received
- $424,271
- Grants paid
- $0
- Program service revenue
- $2,550,927
- Investment income
- -$11,705
- Other revenue
- -$6,851
- Total assets, end of year
- $2,574,322
- Total liabilities, end of year
- $746,017
- Net assets or fund balances, end of year
- $1,828,305
- 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
$424,271
-
2a · Program service revenue: MEMBERSHIP DUES
total $2,336,984 · related or exempt $2,336,984
-
2b · Program service revenue: CONTRACT REVENUE
total $111,020 · related or exempt $111,020
-
2c · Program service revenue: CONFERENCES/MEETINGS
total $75,956 · related or exempt $75,956
-
2d · Program service revenue: REIMBURED SHARED SRV
total $26,967 · related or exempt $26,967
-
3 · Investment income
total $1,441 · excluded $1,441
-
6a · Gross rents
real property $152,413
-
6b · Less rental expenses
real property $159,264
-
6c · Rental income or loss
real property -$6,851
-
6d · Net rental income or loss
total -$6,851 · unrelated business -$5,361 · excluded -$1,490
-
7b · Less cost or other basis and sales expenses
other assets $13,146
-
7c · Gain or loss
other assets -$13,146
-
7d · Net gain or loss
total -$13,146 · excluded -$13,146
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $311,395
-
7 · Other salaries and wages
total $1,280,442
-
8 · Pension plan contributions
total $84,114
-
9 · Other employee benefits
total $93,036
-
10 · Payroll taxes
total $132,526
-
11b · Fees: legal
total $27,601
-
11c · Fees: accounting
total $53,095
-
11d · Fees: lobbying
total $81,000
-
11g · Fees: other
total $185,506
-
12 · Advertising and promotion
total $41,312
-
13 · Office expenses
total $121,501
-
16 · Occupancy
total $218,247
-
17 · Travel
total $50,812
-
19 · Conferences, conventions and meetings
total $139,734
-
20 · Interest
total $35,706
-
22 · Depreciation, depletion and amortization
total $67,548
-
23 · Insurance
total $35,264
-
24a · Other expenses: SPECIAL PROJECTS
total $166,805
-
24b · Other expenses: OTHER OPERATING
total $26,753
-
24c · Other expenses: LESS RENTAL RELATED EXP
total -$153,805
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,616,716 · end of year $765,984
-
2 · Savings and temporary cash investments
end of year $352,072
-
4 · Accounts receivable
beginning of year $81,468
-
10a · Land, buildings and equipment: cost or other basis
$2,224,868
-
10b · Land, buildings and equipment: accumulated depreciation
$822,165
-
10c · Land, buildings and equipment, net
beginning of year $625,844 · end of year $1,402,703
-
15 · Other assets
beginning of year $60,174 · end of year $53,563
-
17 · Accounts payable and accrued expenses
beginning of year $44,078
-
23 · Secured mortgages and notes payable
beginning of year $248,530 · end of year $733,791
-
24 · Unsecured notes and loans payable
beginning of year $150,000
-
25 · Other liabilities
beginning of year $71,339 · end of year $12,226
-
27 · Net assets without donor restrictions
beginning of year $1,653,118 · end of year $1,629,861
-
28 · Net assets with donor restrictions
beginning of year $217,137 · end of year $198,444
Mission and programs · 2022
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 REALTED PUBLIC POLICY ISSUES AFFECTING BUSINESS AND ANALYSIS OF LEGISLATIVE ACTIVITIES ANDDISTRIBUTION OF LEGILSATIVE INFORMATION TO MEMBERS. PROMOTION OF BUSINESS AND INDUSTRY WITHIN THE STATE OF OREGON. AT 12/31/22 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 2022 return.
Listed in Part VII
-
JORDAN PAPE
CHAIR OF THE BOARD
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
LORI OLUND
FIRST VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
KIMBERLY A MEDFORD
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
CARLY E RITER
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
KAREN L VINEYARD
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
ALAN J THAYER JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CALLI DALY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JACK ISSELMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JUSTIN DELANEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
KEITH THOMAJAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RUTH A BEYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SARA DUCKWALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SHIAU YEN CHIN-DENNIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SUBRAMANI KRISHNAKUMAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
AARON HUNT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
AL BARKOULI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
AMIR JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
AMY FAUVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANGELA DOWLING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANNETTE PRICE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BETSY EARLS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN SHIPLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTOPHER FRIEND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CYNTHIA LEON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DANIEL E DRINKWARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DARREN BINDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID SWARTLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID ZEHNTBAUER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DEBBIE FROMDAHL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DEBORAH HERRON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DJ VOGT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ELLIE BOOTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ERIC GEYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ERIK AMOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GINA COLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GRACIELA GOMEZ COWGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HEATH CURTIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HOWARD D WERTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
IVO TRUMMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JARED HOLUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JILL NOWAK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOHN V BUERSTATTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KATHRYN WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
KATIE PAULLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LARRY ELLIFRITZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LORI MCKINNON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARIAH ROBBINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARION HAYNES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MEL SEARS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MELISSA VAILLANCOURT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL BECKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL K DONNELLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHELLE WEISENBACH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NAOMI LEVELLE HASLITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NIK BLOSSER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PAUL SNYDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD A WHITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD WALKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT GLOVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROCKY DALLUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RYAN BENNETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SAM TANNAHILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SARA LINDGREN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SCOTT BURTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SEAN WATERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SIDNEY DEBOER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STACIE WYSS-SCHOENBORN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STEVEN J WILDISH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TODD ABEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TODD HANCHETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TRE HENDRICKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANDREW HOAN
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHERI ROSENBERG
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID REID
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DEANNA PALM
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JANET STEELE
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JASON BRANDT
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JODI HACK
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JORGE GUERRA
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KATY BROOKS
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARK LONG
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SKIP NEWBERRY
EX OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANGELA WILHELMS
PRESIDENT & CEO
- Total calculated
- $311,395
- From this org
- $283,966
- From related orgs
- $0
- Other
- $27,429
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $283,966
- Bonus
- $0
- Other
- $0
- Deferred
- $16,952
- Nontaxable benefits
- $10,477
- Filer's total
- $311,395
-
SHARLA MOFFETT
POLICY DIRECTOR
- Total calculated
- $162,729
- From this org
- $148,550
- From related orgs
- $0
- Other
- $14,179
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $148,550
- Bonus
- $0
- Other
- $0
- Deferred
- $7,428
- Nontaxable benefits
- $6,751
- Filer's total
- $162,729
-
NANCY MARQUAY
SENIOR ACCOUNT EXECUTIVE
- Total calculated
- $131,472
- From this org
- $124,020
- From related orgs
- $0
- Other
- $7,452
- Hours/week
- 45
-
REBECCA DEBO
VICE PRESIDENT
- Total calculated
- $129,806
- From this org
- $116,079
- From related orgs
- $0
- Other
- $13,727
- Hours/week
- 40
-
PALOMA SPARKS
VICE PRESIDENT
- Total calculated
- $219,486
- From this org
- $200,693
- From related orgs
- $0
- Other
- $18,793
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $200,693
- Bonus
- $0
- Other
- $0
- Deferred
- $12,042
- Nontaxable benefits
- $6,751
- Filer's total
- $219,486
-
SCOTT BRUUN
POLICY DIRECTOR
- Total calculated
- $156,578
- From this org
- $147,150
- From related orgs
- $0
- Other
- $9,428
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $147,150
- Bonus
- $0
- Other
- $0
- Deferred
- $8,799
- Nontaxable benefits
- $629
- Filer's total
- $156,578
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 · SUPPORT LEGISLATIVE CANDIDATES AND BALLOT · 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 $313,994
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 23 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202312979349301431
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