2023-10-24T14:12:34-05:00 2022-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2022-01-01 930470826 OREGON BUSINESS & INDUSTRY ASSOCIATION OREG 5035880050 1149 COURT STREET NE SALEM OR 973014030 ANGELA WILHELMS PRESIDENT & CEO 5035880050 2023-10-23 1 ANGELA WILHELMS 999009999 0 KARIN S WANDTKE P00172715 5032270581 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANGELA WILHELMS 1149 COURT STREET NE SALEM OR 973014030 3129052 0 X HTTPS://OREGONBUSINESSINDUSTRY.COM X 1958 OR TO PROMOTE PROSPERITY AND THE HIGHEST QUALITY OF LIFE FOR OREGONIANS BY ADVANCING OREGON BUSINESS. 71 60 17 84 -5361 0 878035 424271 2782848 2550927 -802767 -11705 65169 -6851 2923285 2956642 8000 0 0 0 1910437 1901513 0 0 0 1140359 1097079 3058796 2998592 -135511 -41950 2384202 2574322 513947 746017 1870255 1828305 COMMITTED TO GROWING OREGON'S ECONOMY, QUALITY JOBS FOR OUR CITIZENS AND HEALTHY COMMUNITIES, THROUGH STRONG ADVOCACY OF OREGON'S BUSINESSES. 0 0 A COMPREHENSIVE BUSINESS ASSOCIATION THAT ADVOCATES FOR OREGON BUSINESS. PROVIDES ANALYSIS OF BUSINESS REALTED PUBLIC POLICY ISSUES AFFECTING BUSINESS AND ANALYSIS OF LEGISLATIVE ACTIVITIES ANDDISTRIBUTION OF LEGILSATIVE INFORMATION TO MEMBERS. PROMOTION OF BUSINESS AND INDUSTRY WITHIN THE STATE OF OREGON. AT 12/31/22 OREGON BUSINES & INDUSTRY ASSOCIATION HAS APPROXIMATELY 1,600 MEMBERS. OREGON BUSINESS & INDUSTRY ASSOCIATION ACTIVITIES FOR THE YEAR INCLUDED VARIOUS LEGISLATIVE ACTIVITIES DURING THE SESSION FOR THE BENEFIT OF THE MEMBERSHIP, ADVOCATING FOR BUSINESS AND INDUSTRY IN OREGON AND PROGRAMS HELPFUL TO THE BUSINESS COMMUNITY. STAFF ALSO NEGOTIATED WITH STATE EXECUTIVES WITH REGARDS TO VARIOUS POLICY PROPOSALS AND ADMINISTRATIVE RULES THAT COULD IMPACT BUSINESSES. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 25 0 17 1 1 1 0 0 0 0 0 0 0 X 71 60 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X OREGON BUSINESS & INDUSTRY ASSOCIATION 5035880050 1149 COURT STREET NE SALEM OR 973014030 JORDAN PAPE CHAIR OF THE BOARD 1.00 1.00 X X 0 0 0 LORI OLUND FIRST VICE CHAIR 1.00 1.00 X X 0 0 0 KIMBERLY A MEDFORD SECRETARY 1.00 1.00 X X 0 0 0 CARLY E RITER TREASURER 1.00 1.00 X X 0 0 0 KAREN L VINEYARD IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 ALAN J THAYER JR DIRECTOR 1.00 X 0 0 0 CALLI DALY DIRECTOR 1.00 1.00 X 0 0 0 JACK ISSELMANN DIRECTOR 1.00 1.00 X 0 0 0 JUSTIN DELANEY DIRECTOR 1.00 1.00 X 0 0 0 KEITH THOMAJAN DIRECTOR 1.00 X 0 0 0 RUTH A BEYER DIRECTOR 1.00 X 0 0 0 SARA DUCKWALL DIRECTOR 1.00 X 0 0 0 SHIAU YEN CHIN-DENNIS DIRECTOR 1.00 X 0 0 0 SUBRAMANI KRISHNAKUMAR DIRECTOR 1.00 X 0 0 0 AARON HUNT DIRECTOR 1.00 X 0 0 0 AL BARKOULI DIRECTOR 1.00 X 0 0 0 AMIR JOHNSON DIRECTOR 1.00 X 0 0 0 AMY FAUVER DIRECTOR 1.00 X 0 0 0 ANGELA DOWLING DIRECTOR 1.00 X 0 0 0 ANNETTE PRICE DIRECTOR 1.00 X 0 0 0 BETSY EARLS DIRECTOR 1.00 X 0 0 0 BRIAN SHIPLEY DIRECTOR 1.00 X 0 0 0 CHRISTOPHER FRIEND DIRECTOR 1.00 X 0 0 0 CYNTHIA LEON DIRECTOR 1.00 X 0 0 0 DANIEL E DRINKWARD DIRECTOR 1.00 X 0 0 0 DARREN BINDER DIRECTOR 1.00 X 0 0 0 DAVID SWARTLEY DIRECTOR 1.00 X 0 0 0 DAVID ZEHNTBAUER DIRECTOR 1.00 X 0 0 0 DEBBIE FROMDAHL DIRECTOR 1.00 X 0 0 0 DEBORAH HERRON DIRECTOR 1.00 1.00 X 0 0 0 DJ VOGT DIRECTOR 1.00 X 0 0 0 ELLIE BOOTH DIRECTOR 1.00 X 0 0 0 ERIC GEYER DIRECTOR 1.00 X 0 0 0 ERIK AMOS DIRECTOR 1.00 X 0 0 0 GINA COLE DIRECTOR 1.00 X 0 0 0 GRACIELA GOMEZ COWGER DIRECTOR 1.00 X 0 0 0 HEATH CURTIS DIRECTOR 1.00 X 0 0 0 HOWARD D WERTH DIRECTOR 1.00 0.50 X 0 0 0 IVO TRUMMER DIRECTOR 1.00 X 0 0 0 JARED HOLUM DIRECTOR 1.00 X 0 0 0 JILL NOWAK DIRECTOR 1.00 X 0 0 0 JOHN V BUERSTATTE DIRECTOR 1.00 X 0 0 0 KATHRYN WILLIAMS DIRECTOR 1.00 1.00 X 0 0 0 KATIE PAULLIN DIRECTOR 1.00 X 0 0 0 LARRY ELLIFRITZ DIRECTOR 1.00 X 0 0 0 LORI MCKINNON DIRECTOR 1.00 X 0 0 0 MARIAH ROBBINS DIRECTOR 1.00 X 0 0 0 MARION HAYNES DIRECTOR 1.00 X 0 0 0 MEL SEARS DIRECTOR 1.00 X 0 0 0 MELISSA VAILLANCOURT DIRECTOR 1.00 X 0 0 0 MICHAEL BECKER DIRECTOR 1.00 X 0 0 0 MICHAEL K DONNELLY DIRECTOR 1.00 X 0 0 0 MICHAEL WILLIAMS DIRECTOR 1.00 X 0 0 0 MICHELLE WEISENBACH DIRECTOR 1.00 X 0 0 0 NAOMI LEVELLE HASLITT DIRECTOR 1.00 X 0 0 0 NIK BLOSSER DIRECTOR 1.00 X 0 0 0 PAUL SNYDER DIRECTOR 1.00 X 0 0 0 RICHARD A WHITE DIRECTOR 1.00 X 0 0 0 RICHARD WALKER DIRECTOR 1.00 X 0 0 0 ROBERT GLOVER DIRECTOR 1.00 X 0 0 0 ROCKY DALLUM DIRECTOR 1.00 X 0 0 0 RYAN BENNETT DIRECTOR 1.00 X 0 0 0 SAM TANNAHILL DIRECTOR 1.00 X 0 0 0 SARA LINDGREN DIRECTOR 1.00 X 0 0 0 SCOTT BURTON DIRECTOR 1.00 X 0 0 0 SEAN WATERS DIRECTOR 1.00 X 0 0 0 SIDNEY DEBOER DIRECTOR 1.00 X 0 0 0 STACIE WYSS-SCHOENBORN DIRECTOR 1.00 X 0 0 0 STEVEN J WILDISH DIRECTOR 1.00 X 0 0 0 TODD ABEL DIRECTOR 1.00 X 0 0 0 TODD HANCHETT DIRECTOR 1.00 X 0 0 0 TRE HENDRICKS DIRECTOR 1.00 X 0 0 0 ANDREW HOAN EX OFFICIO DIRECTOR 1.00 X 0 0 0 CHERI ROSENBERG EX OFFICIO DIRECTOR 1.00 X 0 0 0 DAVID REID EX OFFICIO DIRECTOR 1.00 X 0 0 0 DEANNA PALM EX OFFICIO DIRECTOR 1.00 X 0 0 0 JANET STEELE EX OFFICIO DIRECTOR 1.00 X 0 0 0 JASON BRANDT EX OFFICIO DIRECTOR 1.00 X 0 0 0 JODI HACK EX OFFICIO DIRECTOR 1.00 X 0 0 0 JORGE GUERRA EX OFFICIO DIRECTOR 1.00 X 0 0 0 KATY BROOKS EX OFFICIO DIRECTOR 1.00 X 0 0 0 MARK LONG EX OFFICIO DIRECTOR 1.00 X 0 0 0 SKIP NEWBERRY EX OFFICIO DIRECTOR 1.00 X 0 0 0 ANGELA WILHELMS PRESIDENT & CEO 40.00 5.00 X 283966 0 27429 SHARLA MOFFETT POLICY DIRECTOR 45.00 X 148550 0 14179 NANCY MARQUAY SENIOR ACCOUNT EXECUTIVE 45.00 X 124020 0 7452 REBECCA DEBO VICE PRESIDENT 40.00 X 116079 0 13727 PALOMA SPARKS VICE PRESIDENT 40.00 5.00 X 200693 0 18793 SCOTT BRUUN POLICY DIRECTOR 45.00 X 147150 0 9428 1020458 0 91008 6 0 1 0 0 424271 424271 MEMBERSHIP DUES 561499 2336984 2336984 CONTRACT REVENUE 900099 111020 111020 CONFERENCES/MEETINGS 561499 75956 75956 REIMBURED SHARED SRV 900099 26967 26967 2550927 1441 1441 152413 159264 -6851 -6851 -5361 -1490 13146 -13146 -13146 -13146 2956642 2550927 -5361 -13195 311395 1280442 84114 93036 132526 27601 53095 81000 185506 41312 121501 218247 50812 139734 35706 67548 35264 SPECIAL PROJECTS 166805 OTHER OPERATING 26753 LESS RENTAL RELATED EXP -153805 2998592 1616716 765984 352072 81468 2224868 822165 625844 1402703 60174 53563 2384202 2574322 44078 248530 733791 150000 71339 12226 513947 746017 X 1653118 1629861 217137 198444 1870255 1828305 2384202 2574322 -41950 0 X X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 2336984 174484 174484 233698 -59214 194903 194903 1871353 768981 1102372 158612 53184 105428 1402703 DUE TO RELATED PARTIES 12226 12226 X PART X, LINE 2: THE ASSOCIATION FOLLOWS THE PROVISIONS OF FASB ASC 740 TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. X 1 1 X X X X 0 0 0 ANGELA WILHELMS PRESIDENT & CEO 283966 0 0 0 0 0 16952 0 10477 0 311395 0 0 0 PALOMA SPARKS VICE PRESIDENT 200693 0 0 0 0 0 12042 0 6751 0 219486 0 0 0 SHARLA MOFFETT POLICY DIRECTOR 148550 0 0 0 0 0 7428 0 6751 0 162729 0 0 0 SCOTT BRUUN POLICY DIRECTOR 147150 0 0 0 0 0 8799 0 629 0 156578 0 0 0 PART I, LINE 1A THE ORGANIZATION REIMBURSES CEO FOR MEMBERSHIP IN A BUSINESS/SOCIAL CLUB. BENEFICIARY: ANGELA WILHELMS. REIMBURSEMENT OF MONTHLY DUES. IT IS NOT TREATED AS TAXABLE INCOME. PART I, LINE 1B THE REIMBURSEMENT IS SET OUT IN THE EMPLOYMENT AGREEMENT. PART I, LINE 3 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. FORM 990, PART VI, SECTION A, LINE 3 BYLAWS DELEGATE AUTHORITY TO EXECUTIVE COMMITTEE TO ACT ON BEHALF OF BOARD WHEN NECESSARY AND APPROPRIATE. ALL EC MEMBERS ARE BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 THE BUSINESS ASSOCIATION HAS MEMBERS THAT PAY ANNUAL DUES AND HAVE VOTING RIGHTS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS WITH DUES OVER $15,000 HAVE THE RIGHT TO A SEAT ON THE BOARD, WITH THE NOMINEE SUBJECT TO THE APPROVAL OF THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN CHANGES TO THE BYLAWS ARE SUBJECT TO APPROVAL OF MEMBERS AT THE ANNUAL MEMBERSHIP MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT WILL REVIEW THE RETURN BEFORE FILING AND PROVIDE A COPY TO THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL INDIVIDUALS TO WHOM THE CONFLICT OF INTEREST POLICY APPLIES WILL BE REQUIRED TO SIGN A COMPLETED ACKNOWLEDGEMENT OF RECEIPT AND DISCLOSURE FORM PREPARED BY OREGON BUSINESS & INDUSTRY ASSOCIATION BOARD OF DIRECTORS. IN ADDITION OREGON BUSINESS & INDUSTRY ASSOCIATION MEMBERS OF THE BOARDS, OFFICERS, VOLUNTEERS AND KEY EMPLOYEES SHALL DISCLOSE ALL POTENTIAL AND ACTUAL CONFLICTS OF INTEREST TO THE OREGON BUSINESS & INDUSTRY ASSOCIATION'S BOARD OF DIRECTORS AND, AS REQUIRED, REMOVE THEMSELVES FROM ALL DISCUSSION AND VOTING ON ANY RELATED MATTER. FORM 990, PART VI, SECTION B, LINE 15 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 EXEC COMMITTEE MAY ACT IN THE COMPENSATION COMMITTEE'S STEAD. THE PRESIDENT/CEO WILL REVIEW OTHER STAFF MEMBERS' COMPENSATION ANNUALLY AND ANY SIGNIFICANT CHANGES ARE VETTED BY THE FINANCE AND EXEC COMMITEES THROUGH BUDGET PROCESSES. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION PROVIDES GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 1: THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. PART XII LINE 2 C THE PROCESS FOR FINANCIAL OVERSIGHT HAS NOT CHANGED. OREGON BUSINESS & INDUSTRY RESEARCH & EDUCATION FOUNDATION 1149 COURT ST NE SALEM OR 97301 061709222 BUSINESS RESEARCH AND EDUCATION OR 501(C)(3) LINE 7 OREGON BUSINESS & INDUSTRY ASSOCIATION 0 OREGON BUSINESS & INDUSTRY PAC 1149 COURT ST NE SALEM OR 97301 930859556 SUPPORT LEGISLATIVE CANDIDATES AND BALLOT OR 527 OREGON BUSINESS & INDUSTRY ASSOCIATION 0 OREGON BUSINESS & INDUSTRY ISSUES PAC 1149 COURT ST NE SALEM OR 97301 823435454 SUPPORT LEGISLATIVE CANDIDATES AND BALLOT OR 527 OREGON BUSINESS & INDUSTRY ASSOCIATION 0 OBI HEALTHCHOICE BENEFITS PLAN & TRUST 1149 COURT ST NE SALEM OR 97301 911819176 BENEFIT MANAGEMENT SERVICES OR N/A T 313994 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0