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← OREGON BUSINESS & INDUSTRY ASSOCIATION RESEARCH AND EDUCATION

Form 990 for tax year 2022

Filed by OREGON BUSINESS & INDUSTRY ASSOCIATION RESEARCH AND EDUCATION.

Totals

Total revenue
$366,250
Total expenses
$262,982
Contributions and grants received
$366,250
Grants paid
$15,000
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$270,121
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$270,121
Program services expenses (Part IX)
$208,833
Management and general expenses
$17,024
Fundraising expenses
$37,125
Program service expenses (Part III)
$208,833

Program services were 79.4% 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

    $366,250

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $15,000 · program services $15,000

  • 11c · Fees: accounting

    total $2,879 · management and general $2,879

  • 11g · Fees: other

    total $164,336 · program services $117,211 · management and general $10,000 · fundraising $37,125

  • 12 · Advertising and promotion

    total $19,999 · program services $19,999

  • 13 · Office expenses

    total $1,184 · program services $788 · management and general $396

  • 17 · Travel

    total $55,835 · program services $55,835

  • 23 · Insurance

    total $3,749 · management and general $3,749

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $258,321 · end of year $263,259

  • 15 · Other assets

    beginning of year $0 · end of year $6,862

  • 25 · Other liabilities

    beginning of year $91,468 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $162,458 · end of year $265,726

  • 28 · Net assets with donor restrictions

    beginning of year $4,395 · end of year $4,395

Mission and programs · 2022

Mission

THE FOUNDATION IS BASED ON THE PRINCIPLE THAT HIGH QUALITY RESEARCH AND ANALYSIS ENABLE BUSINESS LEADERS AND PUBLIC OFFICIALS TO MAKE INFORMED AND OBJECTIVE DECISIONS THAT ENHANCE THE QUALITY OF LIFE FOR ALL OREGONIANS.

Activities or mission (Part I)

POLICY RESEARCH AND EDUCATION RELATING TO OREGON'S BUSINESSES AND ECONOMIC PROSPERITY

  • THE OBI RESEARCH AND EDUCATION FOUNDATION ENGAGES IN A WIDE VARIETY OF RESEARCH PROJECTS DESIGNED TO ASSESS ECONOMIC AND OTHER ASPECTS OF CURRENT PUBLIC POLICY AS WELL AS PROVIDE OBJECTIVE GUIDANCE FOR THE DEVELOPMENT OF FUTURE POLICIES. THE FOUNDATION IS BASED ON THE PRINCIPLE THAT HIGH QUALITY RESEARCH AND ANALYSIS ENABLE BUSINESS LEADERS AND PUBLIC OFFICIALS.

    Expenses $97,515 · Grants $15,000

  • IN 2022, THE OBI RESEARCH AND EDUCATION FOUNDATION SUPPORTED A STATEWIDE TOUR TO HIGHLIGHT THE IMPORTANCE AND DIVERSITY OF MANUFACTURING IN OREGON'S ECONOMY.

    Expenses $111,318

As filed on the 2022 return.

Listed in Part VII

  • CALLI DALY

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • HOWARD D WERTH

    SECRETARY & TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JACK ISSELMANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • CARLY RITER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DUNCAN WYSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDREW HERMANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DOUG BADGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANGELA WILHELMS

    PRESIDENT & CEO

    Total calculated
    $311,395
    From this org
    $0
    From related orgs
    $283,966
    Other
    $27,429
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,966 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $16,952 related
    Nontaxable benefits
    $0 + $10,477 related
    Filer's total
    $0 + $311,395 related

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

None.

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

The filer's explanations (Part III)

PART I, LINE 3
THE ORGANIZATION HAS NO PAID EMPLOYEES, A RELATED ORGANIZATION HAS A FORMAL COMPENSATION REVIEW POLICY AS FOLLOWS: 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

  • PORTLAND BUSINESS ALLIANCE

    $10,000

    SUPPORT RESEARCH INTO THE VALUE OF SPORTS IN OREGON'S ECONOMY.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
23 October 2023
IRS schema version
2022v5.0
Source object
202332979349301818

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