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← CASCADE POLICY INSTITUTE

Form 990 for tax year 2022

Filed by CASCADE POLICY INSTITUTE.

Totals

Total revenue
$999,580
Total expenses
$759,575
Contributions and grants received
$950,825
Grants paid
$0
Program service revenue
$0
Investment income
$48,755
Other revenue
$0
Total assets, end of year
$2,237,653
Total liabilities, end of year
$449,200
Net assets or fund balances, end of year
$1,788,453
Program services expenses (Part IX)
$499,251
Management and general expenses
$148,743
Fundraising expenses
$111,581
Program service expenses (Part III)
$499,251

Program services were 65.7% 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.

  • 1f · All other contributions, gifts and grants

    $950,825

  • 3 · Investment income

    total $41,783 · excluded $41,783

  • 7a · Gross sales of assets other than inventory

    securities $274,496

  • 7b · Less cost or other basis and sales expenses

    securities $267,524

  • 7c · Gain or loss

    securities $6,972

  • 7d · Net gain or loss

    total $6,972 · excluded $6,972

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $152,999 · program services $101,456 · management and general $34,863 · fundraising $16,680

  • 7 · Other salaries and wages

    total $313,691 · program services $208,013 · management and general $71,479 · fundraising $34,199

  • 8 · Pension plan contributions

    total $36,266 · program services $24,048 · management and general $8,264 · fundraising $3,954

  • 10 · Payroll taxes

    total $36,773 · program services $24,385 · management and general $8,379 · fundraising $4,009

  • 11c · Fees: accounting

    total $25,448 · program services $16,796 · management and general $5,853 · fundraising $2,799

  • 11g · Fees: other

    total $51,337 · program services $46,048 · management and general $112 · fundraising $5,177

  • 13 · Office expenses

    total $14,450 · program services $10,068 · management and general $2,721 · fundraising $1,661

  • 16 · Occupancy

    total $62,889 · program services $41,849 · management and general $14,286 · fundraising $6,754

  • 19 · Conferences, conventions and meetings

    total $8,241 · program services $6,377 · management and general $985 · fundraising $879

  • 22 · Depreciation, depletion and amortization

    total $1,400 · program services $1,400

  • 23 · Insurance

    total $1,366 · program services $889 · management and general $322 · fundraising $155

  • 24a · Other expenses: POSTAGE

    total $20,304 · program services $1,349 · management and general $257 · fundraising $18,698

  • 24b · Other expenses: PRINTING

    total $19,213 · program services $2,401 · management and general $527 · fundraising $16,285

  • 24c · Other expenses: EDUCATION AND PROMOTION

    total $6,641 · program services $6,641

  • 24d · Other expenses: REFERENCE MATERIAL

    total $5,506 · program services $5,483 · management and general $16 · fundraising $7

  • 24e · All other expenses

    total $3,051 · program services $2,048 · management and general $679 · fundraising $324

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $124,266 · end of year $219,899

  • 2 · Savings and temporary cash investments

    beginning of year $135,804 · end of year $146,854

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,802 · end of year $6,817

  • 10a · Land, buildings and equipment: cost or other basis

    $24,681

  • 10b · Land, buildings and equipment: accumulated depreciation

    $21,763

  • 10c · Land, buildings and equipment, net

    beginning of year $4,314 · end of year $2,918

  • 11 · Investments: publicly traded securities

    beginning of year $1,904,604 · end of year $1,701,572

  • 15 · Other assets

    end of year $159,593

  • 17 · Accounts payable and accrued expenses

    beginning of year $30,787 · end of year $16,957

  • 21 · Escrow or custodial account liability

    beginning of year $212,797 · end of year $273,631

  • 25 · Other liabilities

    end of year $158,612

  • 27 · Net assets without donor restrictions

    beginning of year $1,792,897 · end of year $1,709,828

  • 28 · Net assets with donor restrictions

    beginning of year $139,309 · end of year $78,625

Mission and programs · 2022

Mission

TO DEVELOP AND PROMOTE PUBLIC POLICY ALTERNATIVES THAT FOSTER INDIVIDUAL LIBERTY, PERSONAL RESPONSIBILITY AND ECONOMIC OPPORTUNITY.

  • RESEARCH, WRITING, PUBLISHING, SPONSORING PUBLIC SPEAKERS, PROVIDING INTERNSHIPS TO COLLEGE STUDENTS, FACILITATION OF CHILDRENS SCHOLARSHIP FUND - PORTLAND. BENEFICIARIES ARE ALL OREGONIANS.

    Expenses $499,251

As filed on the 2022 return.

Listed in Part VII

  • John A Charles Jr

    PRESIDENT AN

    Total calculated
    $165,240
    From this org
    $153,000
    From related orgs
    $0
    Other
    $12,240
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,000
    Bonus
    $3,000
    Other
    not reported
    Deferred
    $12,240
    Nontaxable benefits
    not reported
    Filer's total
    $165,240

  • Manuel Castaneda

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Katie Eyre

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rupert Reinstadler

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Peter Wendel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gilion Dumas

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • William B Conerly PhD

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • William Udy

    TREASURER

    Total calculated
    $0
    Hours/week
    1

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 · 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
2022
Filed
1 April 2023
IRS schema version
2022v5.0
Source object
202340919349300319

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