Form 990 for tax year 2023
Filed by OREGON MANUFACTURING EXTENSION PARTNERSHIP INC.
Totals
- Total revenue
- $6,034,947
- Total expenses
- $5,754,407
- Contributions and grants received
- $4,425,783
- Grants paid
- $156,268
- Program service revenue
- $1,522,732
- Investment income
- $59,121
- Other revenue
- $27,311
- Total assets, end of year
- $3,628,802
- Total liabilities, end of year
- $689,321
- Net assets or fund balances, end of year
- $2,939,481
- Program services expenses (Part IX)
- $4,345,271
- Management and general expenses
- $1,409,136
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,345,271
Program services were 75.5% 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)
$4,360,883
-
1f · All other contributions, gifts and grants
$64,900
-
2a · Program service revenue: CLIENT SERVICE REVENUE
total $1,522,732 · related or exempt $1,522,732
-
3 · Investment income
total $59,121 · excluded $59,121
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: OTHER INCOME
total $27,311 · related or exempt $27,311
-
11e · Other revenue, total
$27,311
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $156,268 · program services $156,268
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $651,447 · program services $492,024 · management and general $159,423
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $2,836,683 · program services $2,144,032 · management and general $692,651
-
8 · Pension plan contributions
total $127,854 · program services $96,128 · management and general $31,726
-
9 · Other employee benefits
total $451,451 · program services $339,427 · management and general $112,024
-
10 · Payroll taxes
total $230,240 · program services $173,108 · management and general $57,132
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $375,649 · program services $257,523 · management and general $118,126
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $125,570 · program services $50,738 · management and general $74,832
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $105,452 · program services $37,770 · management and general $67,682
-
17 · Travel
total $225,335 · program services $220,389 · management and general $4,946
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $44,709 · program services $41,921 · management and general $2,788
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $29,546 · management and general $29,546
-
23 · Insurance
total $28,136 · management and general $28,136
-
24a · Other expenses: THIRD PARTY PROVIDERS
total $224,983 · program services $224,983
-
24b · Other expenses: OTHER OPERATING EXPENSES
total $118,008 · program services $94,037 · management and general $23,971
-
24c · Other expenses: MEMBERSHIP FEES
total $17,293 · program services $16,923 · management and general $370
-
24d · Other expenses: COMMUNICATIONS
total $5,783 · management and general $5,783
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $311,850 · end of year $71,438
-
2 · Savings and temporary cash investments
beginning of year $259,310 · end of year $769,774
-
3 · Pledges and grants receivable
beginning of year $505,944 · end of year $412,493
-
4 · Accounts receivable
beginning of year $232,777 · end of year $280,577
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $170,531 · end of year $183,842
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $1,501,098 · end of year $1,564,665
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $188,868
-
15 · Other assets
beginning of year $246,339 · end of year $157,145
-
17 · Accounts payable and accrued expenses
beginning of year $372,708 · end of year $384,126
-
19 · Deferred revenue
beginning of year $115,750 · end of year $161,858
-
25 · Other liabilities
beginning of year $243,864 · end of year $143,337
-
27 · Net assets without donor restrictions
beginning of year $2,495,527 · end of year $2,939,481
Mission and programs · 2023
Mission
ASSIST OREGON MANUFACTURING BUSINESSES WITH THE IMPLEMENTATION OF ADVANCED MANUFACTURING PRACTICES.
-
OMEP PROVIDES CONSULTING AND TRAINING SERVICES TO MANUFACTURERS IN THESE PROGRAM AREAS: MANUFACTURING OPERATIONS: OPERATIONAL EXCELLENCE, MANUFACTURING ENGINEERING, ADVANCED TECHNOLOGY SOLUTIONSBUSINESS FINANCIALS AND STRATEGY: TOP LINE GROWTH, STRATEGY PLANNING AND DEPLOYMENT,FINANCIAL UNDERSTANDING AND PRODUCT MANAGEMENTWORKFORCE SOLUTIONS: PEOPLE DEVELOPMENT TEAM AND COMMUNICATION DYNAMICS, HIRING AND EFFECTIVE ONBOARDING
Expenses $4,345,271 · Grants $156,268 · Revenue $1,522,732
As filed on the 2023 return.
Listed in Part VII
-
Aaron FoxAARON FOX
PAST PRESIDENT
- Total calculated
- $263,799
- From this org
- $229,247
- From related orgs
- $0
- Other
- $34,552
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $158,409
- Bonus
- $70,838
- Other
- not reported
- Deferred
- $9,170
- Nontaxable benefits
- $25,382
- Filer's total
- $263,799
-
Mike VanierMIKE VANIER
President
- Total calculated
- $258,102
- From this org
- $219,895
- From related orgs
- $0
- Other
- $38,207
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $180,240
- Bonus
- $39,655
- Other
- not reported
- Deferred
- $13,194
- Nontaxable benefits
- $25,013
- Filer's total
- $258,102
-
Michelle FusakMICHELLE FUSAK
VP FINANCE
- Total calculated
- $257,532
- From this org
- $210,649
- From related orgs
- $0
- Other
- $46,883
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,994
- Bonus
- $39,655
- Other
- not reported
- Deferred
- $12,639
- Nontaxable benefits
- $34,244
- Filer's total
- $257,532
-
Kleve KeeKLEVE KEE
VP OPERATIONS
- Total calculated
- $251,743
- From this org
- $205,058
- From related orgs
- $0
- Other
- $46,685
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $168,469
- Bonus
- $36,589
- Other
- not reported
- Deferred
- $12,303
- Nontaxable benefits
- $34,382
- Filer's total
- $251,743
-
Timothy RootTIMOTHY ROOT
MNG CONSULTANT
- Total calculated
- $232,233
- From this org
- $204,199
- From related orgs
- $0
- Other
- $28,034
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $167,610
- Bonus
- $36,589
- Other
- not reported
- Deferred
- $4,084
- Nontaxable benefits
- $23,950
- Filer's total
- $232,233
-
Paola CastaldoPAOLA CASTALDO
MNG CONSULTANT
- Total calculated
- $231,452
- From this org
- $185,915
- From related orgs
- $0
- Other
- $45,537
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $149,326
- Bonus
- $36,589
- Other
- not reported
- Deferred
- $11,155
- Nontaxable benefits
- $34,382
- Filer's total
- $231,452
-
John ValachovicJOHN VALACHOVIC
MNG CONSULTANT
- Total calculated
- $228,806
- From this org
- $204,199
- From related orgs
- $0
- Other
- $24,607
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $167,610
- Bonus
- $36,589
- Other
- not reported
- Deferred
- $12,252
- Nontaxable benefits
- $12,355
- Filer's total
- $228,806
-
John HuntJOHN HUNT
PRN CONSULTANT
- Total calculated
- $223,330
- From this org
- $188,065
- From related orgs
- $0
- Other
- $35,265
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,083
- Bonus
- $35,982
- Other
- not reported
- Deferred
- $11,284
- Nontaxable benefits
- $23,981
- Filer's total
- $223,330
-
Allan WedderburnALLAN WEDDERBURN
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jean BackJEAN BACK
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Mike ScalaMIKE SCALA
Director
- Total calculated
- $0
- Hours/week
- 1
-
Melanie DoolinMELANIE DOOLIN
Director
- Total calculated
- $0
- Hours/week
- 1
-
Barry HendrixBARRY HENDRIX
Director
- Total calculated
- $0
- Hours/week
- 1
-
Karla LawrenceKARLA LAWRENCE
Director
- Total calculated
- $0
- Hours/week
- 1
-
Don LindseyDON LINDSEY
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lori Miles-OlundLORI MILES-OLUND
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michelle MooreMICHELLE MOORE
Director
- 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 · Compensation committee
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Part I, Line 7: Non-Fixed payments not listed above
- AARON FOX RECEIVED A BONUS OF $70,838MIKE VANIER RECEIVED A BONUS OF $39,655THE PRESIDENT MAY EARN UP TO 30% OF HIS OR HER SALARY PER YEAR TO THE EXTENT THAT THE BOARD DETERMINES THAT A BONUS IS WARRANTED BASED UPON AGREED UPON GOALS AND OBJECTIVES. THESE GOALS AND OBJECTIVES ARE LISTED IN THE PRESIDENT'S EMPLOYMENT AGREEMENT AND INCLUDE:1. OPERATION AND SERVICES GOALS AS OUTLINED IN THE OMEP BUSINESS PLAN2. SUCCESSFUL FINANCIAL AND PROGRAM MANAGEMENT3. SUCCESSFUL BUSINESS DEVELOPMENT4. FISCAL YEAR PERFORMANCEMICHELLE FUSAK RECEIVED A BONUS OF $39,655PAOLA CASTALDO RECEIVED A BONUS OF $36,589KLEVE KEE RECEIVED A BONUS OF $36,589TIMOTHY ROOT RECEIVED A BONUS OF $36,589JOHN VALACHOVIC RECEIVED A BONUS OF $36,589JOHN HUNT RECEIVED A BONUS OF $35,982
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
-
$58,393
PROJECT SERVICES
-
HAWAII TECH
$39,800
PROJECT SERVICES
-
BOISE STATE UNIVERSITY
$39,583
PROJECT SERVICES
-
MONTANA STATE UNIVERSITY
$18,492
PROJECT SERVICES
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 21 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413529349300426
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