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Nonprofiteer
← OREGON RESEARCH INSTITUTE

Form 990 for tax year 2022

Filed by OREGON RESEARCH INSTITUTE.

Totals

Total revenue
$7,014,046
Total expenses
$7,151,675
Contributions and grants received
$7,013,764
Grants paid
$0
Program service revenue
$0
Investment income
$1,956
Other revenue
-$1,674
Total assets, end of year
$17,461,534
Total liabilities, end of year
$16,583,257
Net assets or fund balances, end of year
$878,277
Program services expenses (Part IX)
$4,618,182
Management and general expenses
$2,533,493
Fundraising expenses
$0
Program service expenses (Part III)
$4,618,182

Program services were 64.6% 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)

    $5,104,546

  • 1f · All other contributions, gifts and grants

    $1,909,218

  • 3 · Investment income

    total $1,956 · excluded $1,956

  • 11a · Other revenue: OTHER LOSS

    total -$1,674 · excluded -$1,674

  • 11e · Other revenue, total

    -$1,674

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $704,316 · program services $556,078 · management and general $148,238

  • 7 · Other salaries and wages

    total $2,776,490 · program services $2,126,583 · management and general $649,907

  • 8 · Pension plan contributions

    total $258,594 · program services $198,999 · management and general $59,595

  • 9 · Other employee benefits

    total $605,198 · program services $484,971 · management and general $120,227

  • 10 · Payroll taxes

    total $224,248 · program services $168,470 · management and general $55,778

  • 11b · Fees: legal

    total $48,820 · management and general $48,820

  • 11c · Fees: accounting

    total $45,330 · management and general $45,330

  • 11g · Fees: other

    total $435,010 · program services $292,684 · management and general $142,326

  • 12 · Advertising and promotion

    total $2,750 · program services $2,750

  • 13 · Office expenses

    total $187,174 · program services $61,572 · management and general $125,602

  • 14 · Information technology

    total $231,672 · program services $2,912 · management and general $228,760

  • 16 · Occupancy

    total $524,316 · management and general $524,316

  • 17 · Travel

    total $33,795 · program services $33,795

  • 19 · Conferences, conventions and meetings

    total $7,827 · program services $2,720 · management and general $5,107

  • 20 · Interest

    total $3,094 · management and general $3,094

  • 22 · Depreciation, depletion and amortization

    total $89,632 · management and general $89,632

  • 23 · Insurance

    total $118,061 · management and general $118,061

  • 24a · Other expenses: SUBAWARDS

    total $623,199 · program services $623,199

  • 24b · Other expenses: BUILDING MAINTENANCE

    total $143,998 · program services $3,676 · management and general $140,322

  • 24c · Other expenses: RESEARCH SUPPLIES

    total $55,667 · program services $27,824 · management and general $27,843

  • 24d · Other expenses: PARTICIPANT FEES

    total $32,484 · program services $31,949 · management and general $535

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $317,632 · end of year $152,422

  • 3 · Pledges and grants receivable

    beginning of year $648,099 · end of year $641,950

  • 9 · Prepaid expenses and deferred charges

    beginning of year $61,193 · end of year $61,460

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

    $862,285

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

    $750,018

  • 10c · Land, buildings and equipment, net

    beginning of year $201,899 · end of year $112,267

  • 12 · Investments: other securities

    beginning of year $227,687 · end of year $159,200

  • 15 · Other assets

    beginning of year $616,583 · end of year $16,334,235

  • 17 · Accounts payable and accrued expenses

    beginning of year $808,038 · end of year $776,603

  • 23 · Secured mortgages and notes payable

    beginning of year $115,544 · end of year $62,084

  • 25 · Other liabilities

    beginning of year $0 · end of year $15,744,570

  • 27 · Net assets without donor restrictions

    beginning of year $1,149,511 · end of year $878,277

Mission and programs · 2022

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 $1,493,404

  • 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 $1,345,482

  • 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 $1,400,033

  • 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 $379,263

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Paul Rohde

    BOARD CHAIR, SENIOR SCIENTIST

    Total calculated
    $155,749
    From this org
    $130,641
    From related orgs
    $0
    Other
    $25,108
    Hours/week
    26

    Schedule J breakdown matched by us

    Base
    $130,641
    Bonus
    $0
    Other
    $0
    Deferred
    $13,302
    Nontaxable benefits
    $11,806
    Filer's total
    $155,749

  • Derek Kosty

    BOARD MEMBER, ASSOCIATE RESEARCH SCIENTIST

    Total calculated
    $74,154
    From this org
    $56,715
    From related orgs
    $0
    Other
    $17,439
    Hours/week
    20

  • Andrew Guess

    BOARD MEMBER, IT SYSTEMS ADMINISTRATOR

    Total calculated
    $65,317
    From this org
    $44,689
    From related orgs
    $0
    Other
    $20,628
    Hours/week
    27

  • Shannon McGill

    BOARD MEMBER, PROJECT MANAGER

    Total calculated
    $29,263
    From this org
    $21,680
    From related orgs
    $0
    Other
    $7,583
    Hours/week
    10

  • Katherine Clawson

    BOARD MEMBER, RESEARCH ASSISTANT

    Total calculated
    $49,717
    From this org
    $36,174
    From related orgs
    $0
    Other
    $13,543
    Hours/week
    22

  • Julie Pope

    BOARD MEMBER, RESEARCH ASSISTANT

    Total calculated
    $66,812
    From this org
    $50,166
    From related orgs
    $0
    Other
    $16,646
    Hours/week
    34

  • Andrew Bergen

    BOARD MEMBER, SENIOR SCIENTIST

    Total calculated
    $4,134
    From this org
    $3,758
    From related orgs
    $0
    Other
    $376
    Hours/week
    1

  • Lisa Sheeber

    BOARD MEMBER, SENIOR SCIENTIST

    Total calculated
    $95,093
    From this org
    $61,538
    From related orgs
    $0
    Other
    $33,555
    Hours/week
    19

  • Herbert Severson

    BOARD MEMBER, SENIOR SCIENTIST

    Total calculated
    $1,019
    From this org
    $926
    From related orgs
    $0
    Other
    $93
    Hours/week
    1

  • Marie Jackson

    BOARD SECRETARY, COMMUNITY BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Craig Leve

    BOARD TREASURER, DATA ANALYST

    Total calculated
    $63,569
    From this org
    $49,059
    From related orgs
    $0
    Other
    $14,510
    Hours/week
    18

  • Chuck Kalnbach

    COMMUNITY BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Shawn Murphy

    COMMUNITY BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kasie Cloud

    COMMUNITY BOARD MEMBER

    Total calculated
    $22,187
    From this org
    $20,052
    From related orgs
    $0
    Other
    $2,135
    Hours/week
    15

  • Chris Arthun

    DIRECTOR OF FINANCE & ADMINISTRATION

    Total calculated
    $77,304
    From this org
    $69,919
    From related orgs
    $0
    Other
    $7,385
    Hours/week
    27

  • Grant Edmonds

    RESEARCH SCIENTIST

    Total calculated
    $148,683
    From this org
    $123,237
    From related orgs
    $0
    Other
    $25,446
    Hours/week
    40

  • Keith Smolkowski

    SENIOR RESEARCH SCIENTIST

    Total calculated
    $168,085
    From this org
    $140,171
    From related orgs
    $0
    Other
    $27,914
    Hours/week
    27

    Schedule J breakdown matched by us

    Base
    $140,171
    Bonus
    $0
    Other
    $0
    Deferred
    $14,255
    Nontaxable benefits
    $13,659
    Filer's total
    $168,085

  • Edward Feil

    SENIOR RESEARCH SCIENTIST

    Total calculated
    $187,702
    From this org
    $161,594
    From related orgs
    $0
    Other
    $26,108
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $161,594
    Bonus
    $0
    Other
    $0
    Deferred
    $16,276
    Nontaxable benefits
    $9,832
    Filer's total
    $187,702

  • Fuzhong Li

    SENIOR RESEARCH SCIENTIST

    Total calculated
    $230,687
    From this org
    $198,657
    From related orgs
    $0
    Other
    $32,030
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,657
    Bonus
    $0
    Other
    $0
    Deferred
    $20,224
    Nontaxable benefits
    $11,806
    Filer's total
    $230,687

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
2022
Filed
6 November 2023
IRS schema version
2022v5.0
Source object
202303119349301885

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