Totals
- Total revenue
- $1,176,224
- Total expenses
- $1,091,697
- Contributions and grants received
- $1,178,283
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $1,560
- Other revenue
- -$3,619
- Total assets, end of year
- $801,138
- Total liabilities, end of year
- $160,488
- Net assets or fund balances, end of year
- $640,650
- Program services expenses (Part IX)
- $864,938
- Management and general expenses
- $92,049
- Fundraising expenses
- $134,710
- Program service expenses (Part III)
- $864,938
Program services were 79.2% 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.
-
1c · Fundraising events
$47,550
-
1f · All other contributions, gifts and grants
$1,130,733
-
3 · Investment income
total $1,560 · excluded $1,560
-
8a · Fundraising events: gross income
$33,008
-
8a · Fundraising events: contributions included on line 1c
$47,550
-
8b · Fundraising events: direct expenses
$36,899
-
8c · Net income from fundraising events
total -$3,891 · excluded -$3,891
-
11a · Other revenue: MISCELLANEOUS INCOME
total $272 · excluded $272
-
11e · Other revenue, total
$272
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $159,956 · program services $135,925 · management and general $9,699 · fundraising $14,332
-
7 · Other salaries and wages
total $613,013 · program services $520,916 · management and general $37,170 · fundraising $54,927
-
8 · Pension plan contributions
total $15,392 · program services $13,080 · management and general $933 · fundraising $1,379
-
9 · Other employee benefits
total $47,623 · program services $40,468 · management and general $2,888 · fundraising $4,267
-
10 · Payroll taxes
total $71,357 · program services $60,636 · management and general $4,327 · fundraising $6,394
-
11c · Fees: accounting
total $13,981 · program services $7,214 · management and general $6,551 · fundraising $216
-
11g · Fees: other
total $13,841 · program services $7,142 · management and general $6,486 · fundraising $213
-
13 · Office expenses
total $37,561 · program services $20,313 · management and general $5,395 · fundraising $11,853
-
16 · Occupancy
total $54,709 · program services $43,253 · management and general $3,008 · fundraising $8,448
-
19 · Conferences, conventions and meetings
total $9,983 · program services $4,721 · management and general $5,142 · fundraising $120
-
22 · Depreciation, depletion and amortization
total $2,829 · program services $2,829
-
23 · Insurance
total $10,234 · program services $479 · management and general $9,705 · fundraising $50
-
24a · Other expenses: MEMBERSHIP AND DONATION
total $23,319 · fundraising $23,319
-
24b · Other expenses: REGULATORY EXPENSE
total $5,205 · program services $4,860 · management and general $345
-
24e · All other expenses
total $12,694 · program services $3,102 · management and general $400 · fundraising $9,192
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,211 · end of year $209,567
-
2 · Savings and temporary cash investments
beginning of year $422,037 · end of year $378,224
-
3 · Pledges and grants receivable
beginning of year $135,900 · end of year $35,000
-
9 · Prepaid expenses and deferred charges
beginning of year $4,513 · end of year $18,155
-
10a · Land, buildings and equipment: cost or other basis
$24,467
-
10b · Land, buildings and equipment: accumulated depreciation
$19,748
-
10c · Land, buildings and equipment, net
beginning of year $6,132 · end of year $4,719
-
11 · Investments: publicly traded securities
beginning of year $49,832 · end of year $56,166
-
15 · Other assets
beginning of year $153,145 · end of year $99,307
-
17 · Accounts payable and accrued expenses
beginning of year $64,947 · end of year $56,273
-
25 · Other liabilities
beginning of year $156,769 · end of year $104,215
-
27 · Net assets without donor restrictions
beginning of year $379,555 · end of year $529,483
-
28 · Net assets with donor restrictions
beginning of year $171,499 · end of year $111,167
Mission and programs · 2023
Mission
AS DIRECTED BY OREGON VOTERS IN 1984, THE OREGON CITIZENS' UTILITY BOARD (CUB) REPRESENTS THE INTERESTS OF OREGON'S RESIDENTIAL UTILITY CUSTOMERS BEFORE ADMINISTRATIVE, JUDICIAL, AND LEGISLATIVE BODIES. CUB WORKS AT THE INTERSECTION OF UTILITY POLICY AND REGULATION TO DEVELOP INNOVATIVE SOLUTIONS, EMPOWER CONSUMERS, AND ENGAGE STAKEHOLDERS AROUND UTILITY ISSUES THAT AFFECT OREGONIANS.
-
CUB SAVED CUSTOMERS MORE THAN $200 MILLION IN 2023. CUB CHALLENGED BILL INCREASES FOR CUSTOMERS ACROSS OREGON. FOR PORTLAND GENERAL ELECTRIC CUSTOMERS IN NORTHWEST OREGON, WE SLASHED $34 MILLION OFF THE REQUESTED INCREASE. FOR AVISTA GAS CUSTOMERS IN SOUTHERN AND EASTERN OREGON, CUB ELIMINATED SUBSIDIES FOR EXPANDING FOSSIL FUEL INFRASTRUCTURE AND COSTS FOR LOBBYING AND FOSSIL FUEL TRADE ASSOCIATIONS. AVISTA ALSO MUST PRIORITIZE NON-PIPE SOLUTIONS, WHICH WILL REDUCE FUTURE RATE INCREASES. PGE CUSTOMERS RECEIVED A $6.5 MILLION REFUND ASSOCIATED WITH THE CLOSED BOARDMAN COAL PLANT.THIS SPRING, CUB HELPED PASS LEGISLATION TO SUPPORT BUILDING RESILIENCY. MORE EFFICIENT BUILDINGS CAN SIGNIFICANTLY LOWER ENERGY BILLS WHILE MAKING OUR HOMES MORE COMFORTABLE. THIS NEW CUB-SUPPORTED LAW WILL IMPROVE STATE PROGRAMS TO SUPPORT ELECTRIC HEAT PUMPS, IMPROVE CODES FOR NEW CONSTRUCTION, AND ADD OTHER BUILDING EFFICIENCY MEASURES.CUB SUPPORTED EXPANSION OF LOW-INCOME BILL DISCOUNT PROGRAMS THAT SAVE QUALIFIED CUSTOMERS BETWEEN 20% AND 90% ON THEIR MONTHLY ENERGY BILLS. DISCOUNTS PROGRAMS HAVE BEEN ESTABLISHED AT PGE, PACIFIC POWER, NW NATURAL, AVISTA AND CASCADE NATURAL GAS.
Expenses $864,938
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Christy Anderson BrekkenCHRISTY ANDERSON BREKKEN
CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Robert BradingROBERT BRADING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michael MoodyMICHAEL MOODY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Ashley Lowe MacKenzieASHLEY LOWE MACKENZIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Rory IsbellRORY ISBELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ankur DoshiANKUR DOSHI
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Shelley BattySHELLEY BATTY
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Gordon LevittGORDON LEVITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Amanda MartinoAMANDA MARTINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Hector DominguezHECTOR DOMINGUEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dave GilmanDAVE GILMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Pamela BerrianPAMELA BERRIAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Reba CrockerREBA CROCKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Robert JenksROBERT JENKS
EXECUTIVE DIRECTOR
- Total calculated
- $159,956
- From this org
- $137,932
- From related orgs
- $0
- Other
- $22,024
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $127,932
- Bonus
- $10,000
- Other
- $0
- Deferred
- $2,400
- Nontaxable benefits
- $19,624
- Filer's total
- $159,956
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 · Written employment contract
- 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
- 11 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413179349304251
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