2023-10-26T15:46:07-05:00 2022-12-31 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990 2022-01-01 930921617 CITIZENS UTILITY BOARD CITI 5032271984 610 SW BROADWAY 400 PORTLAND OR 97205 ROBERT JENKS EXECUTIVE DIRECTOR 5032271984 2023-10-26 1 ROBERT JENKS 999009999 0 JESSICA YODER P01244346 5032270581 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z OREGON CITIZENS' UTILITY BOARD ROBERT JENKS 610 SW BROADWAY 400 PORTLAND OR 97205 1061350 0 X WWW.OREGONCUB.ORG X 1986 OR 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. 12 12 12 20 0 0 961738 1024080 0 0 741 220 27414 16737 989893 1041037 0 0 0 0 756358 787069 0 0 126543 160354 257421 916712 1044490 73181 -3453 643607 772770 80737 221716 562870 551054 X 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. 0 0 809048 CUB SAVED CUSTOMERS MORE THAN $250 MILLION IN 2022.THESE SAVINGS CAME FROM A SERIES OF RATE CASES FOR PGE, PACIFIC POWER, NORTHWEST NATURAL GAS, AND AVISTA UTILITIES. CUB REDUCED PROFIT MARGINS, STOPPED UNNECESSARY INVESTMENTS, AND ELIMINATED OVERSIZED EXECUTIVE COMPENSATION. IN ALL CASES, CUB HELD UTILITIES ACCOUNTABLE FOR PROVIDING SERVICE AT AN AFFORDABLE COST. CUB'S ADVOCACY CUT PGE'S RATE INCREASE BY $80 MILLION. IN THE CASE OF AVISTA UTILITIES, WE WERE ABLE TO GET A RATE DECREASE IMPLEMENTED IN AUGUST.NW NATURAL AND PACIFIC POWER CUSTOMERS WERE FACING HUGE INCREASES ON THEIR WINTER HEATING BILLS. CUB WORKED WITH UTILITIES AND REGULATORS TO REDUCE THESE INCREASES TO KEEP RATES AS AFFORDABLE AS POSSIBLE THROUGH THE WINTER. BY DELAYING MUCH OF THESE BILL INCREASES UNTIL THE SPRING, MORE HOUSEHOLDS CAN STAY WARM AND AVOID DISCONNECTION.CUB ADVOCACY CUT IN HALF THE SUBSIDIES THAT NW NATURAL CUSTOMERS PAY TO EXPAND THE GAS SYSTEM. WITH THE INCREASING USE OF EFFICIENT ELECTRIC HEAT PUMPS TO HEAT AND COOL BUILDINGS AND REQUIREMENTS TO REDUCE GAS SYSTEM GHG EMISSIONS, THESE SUBSIDIES ARE NO LONGER JUSTIFIABLE.IN 2022, EACH NEW GAS HOOKUP COST CUSTOMERS $2875. THE COMPANY WAS SET TO SPEND APPROXIMATELY $28 MILLION ANNUALLY TO ADD 10,000 CUSTOMERS EACH YEAR FOR THE FORESEEABLE FUTURE. CUB'S ADVOCACY WILL SAVE NW NATURAL CUSTOMERS TENS OF MILLIONS OF DOLLARS ON EXPANSION SUBSIDIES.NW NATURAL WANTED CUSTOMERS TO PAY $1 MILLION PER YEAR IN PROMOTIONAL ADVERTISING. UNDER CURRENT REGULATIONS, CUSTOMERS SHOULD NOT BE CHARGED FOR THIS TYPE OF ADVERTISING. CUB WAS ABLE TO ELIMINATE THIS EXPENSE.CUB ADVOCATED THAT CASCADE NATURAL GAS SHOULD CUT BACK ON ITS NEW INVESTMENTS IN GAS PIPELINES. STATE UTILITY REGULATORS AGREED AND REJECTED THE NEW INVESTMENTS. INSTEAD, CASCADE WILL LOOK TO ALTERNATIVE, LOWER-COST METHODS TO MANAGE PEAK DEMAND FOR GAS. CUB HELPED DESIGN NEW LOW-INCOME DISCOUNT PROGRAMS. THESE PROGRAMS SAVE QUALIFIED CUSTOMERS BETWEEN 20-90% ON THEIR MONTHLY ENERGY BILLS. DISCOUNTS ARE BEING OFFERED BY PGE, PACIFIC POWER, NW NATURAL, AVISTA UTILITIES, AND CASCADE NATURAL GAS.MANY GROUPS WERE INVOLVED IN THE CREATION OF THESE PROGRAMS, INCLUDING THE MULTNOMAH COUNTY OFFICE OF SUSTAINABILITY, COMMUNITY ENERGY PROJECT, COMMUNITY ACTION PARTNERSHIP OF OREGON (CAPO), ROGUE CLIMATE, COALITION OF COMMUNITIES OF COLOR, NW ENERGY COALITION, AND EUVALCREE.CUB SUCCESSFULLY SUPPORTED LEGISLATION TO MAKE IT EASIER FOR RENTERS AND LOW-INCOME HOUSEHOLDS TO ACCESS COOLING TECHNOLOGIES, SUCH AS AIR CONDITIONERS AND HEAT PUMPS. THERE IS NOW $5 MILLION FOR EMERGENCY AIR CONDITIONERS, $25 MILLION FOR HEAT PUMPS (HIGH-EFFICIENCY HEATING AND COOLING), AND $4.5 MILLION FOR WARMING AND COOLING CENTERS.THIS LAW WAS MADE POSSIBLE BY THE HARD WORK OF HEALTH PROFESSIONALS, ENERGY ADVOCATES, AND ENVIRONMENTAL JUSTICE ORGANIZATIONS. A SPECIAL THANKS TO VERDE FOR LEADING THIS CHARGE.AFTER SEVERAL YEARS OF ADVOCACY, ELECTRIC TRANSPORTATION IN OREGON IS ON ITS WAY TO BECOMING MORE EQUITABLE. CUB HELPED ESTABLISH HOLISTIC PLANNING PROCESSES FOR ELECTRIC TRANSPORTATION IN OREGON. NEW REQUIREMENTS BY REGULATORS WILL IMPROVE HOW UTILITIES EVALUATE INVESTMENTS TO SERVE ELECTRIC VEHICLES. THESE NEW RULES AIM TO PRIORITIZE SERVING RENTERS, LOW-INCOME HOUSEHOLDS, MULTIFAMILY HOUSING, SCHOOLS, AND PUBLIC TRANSIT.CUB WON CHANGES TO OREGON'S UTILITY CONSUMER PROTECTION RULES WITH STATE REGULATORS. THESE NEW PROTECTIONS WILL END LATE PAYMENT CHARGES FOR LOW-INCOME CUSTOMERS, PREVENT SHUT-OFFS IN EXTREME WEATHER CONDITIONS, AND ELIMINATE DEPOSITS FOR LOW-INCOME CUSTOMERS. WINNING THESE PROTECTIONS WAS A MAJOR WIN FOR THE ENTIRE COALITION INVOLVED, INCLUDING THE MULTNOMAH COUNTY OFFICE OF SUSTAINABILITY, COMMUNITY ENERGY PROJECT, AND MORE.PAYING A LARGE DEPOSIT TO A UTILITY COMPANY IS ONE MORE BARRIER TO FINDING HOUSING FOR LOW-INCOME AND VULNERABLE OREGONIANS. CUB WON AN AGREEMENT WITH PGE TO ELIMINATE DEPOSITS FOR ALL RESIDENTIAL CUSTOMERS AND FROM NW NATURAL FOR NEW CUSTOMERS. MORE INVESTMENT IN RURAL BROADBAND. CUB SUCCESSFULLY SUPPORTED LEGISLATION TO EXPAND BROADBAND INVESTMENT FOR RURAL OREGON. THIS NEW LAW ALLOWS OREGON TO RECEIVE $157 MILLION IN FEDERAL FUNDING. THESE NEW INVESTMENTS WILL BRING BROADBAND TO RURAL COMMUNITIES WHERE IT IS NOT AVAILABLE. NEW FUNDS WILL ALSO SUPPORT BILL ASSISTANCE FOR HOUSEHOLDS THAT CANNOT AFFORD BROADBAND. 809048 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 OR X ROBERT JENKS 5032271984 610 SW BROADWAY 400 PORTLAND OR 97205 CHRISTY ANDERSON BREKKEN CHAIR 3.00 X X 0 0 0 MICHAEL MOODY VICE CHAIR 2.00 X X 0 0 0 ANKUR DOSHI SECRETARY 2.00 X X 0 0 0 SHELLEY BATTY TREASURER 2.00 X X 0 0 0 ROBERT BRADING DIRECTOR 2.00 X 0 0 0 ASHLEY LOWE MACKENZIE DIRECTOR 2.00 X 0 0 0 RORY ISBELL DIRECTOR 2.00 X 0 0 0 GORDON LEVITT DIRECTOR 2.00 X 0 0 0 AMANDA MARTINO DIRECTOR 2.00 X 0 0 0 HECTOR DOMINGUEZ DIRECTOR 2.00 X 0 0 0 DAVE GILMAN DIRECTOR 2.00 X 0 0 0 PAMELA BERRIAN DIRECTOR 2.00 X 0 0 0 REBA CROCKER DIRECTOR 2.00 X 0 0 0 ROBERT JENKS EXECUTIVE DIRECTOR 40.00 X 129957 0 14450 129957 0 14450 1 0 0 0 0 63250 960830 1024080 220 220 37050 63250 20313 16737 16737 1041037 0 0 16957 144407 127081 11551 5775 521557 458980 41718 20859 18398 16190 1472 736 41395 36428 3311 1656 61312 53956 4904 2452 14859 5554 2733 6572 94610 35363 17403 41844 26249 18792 7139 318 56942 43933 4682 8327 7726 1986 5443 297 2339 2339 6216 179 6018 19 MEMBERSHIP AND DONATION 29268 2252 27016 REGULATORY EXPENSE 3740 3740 15472 2275 2525 10672 1044490 809048 108899 126543 1211 365422 422037 175743 135900 11681 4513 23051 16919 7166 6132 83595 49832 0 153145 643607 772770 51787 64947 28950 0 156769 80737 221716 X 391583 379555 171287 171499 562870 551054 643607 772770 -3453 -8363 0 X X 0 1 X 1 0 X 948915 916222 1024608 961738 1024080 4875563 948915 916222 1024608 961738 1024080 4875563 14516 4861047 2517 2420 1325 358 220 6840 782 1442 2488 4712 4887115 0.99470 0.99670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 800 1754 2554 915393 917947 162692 40673 0 0 135570 145729 144585 162692 588576 882864 23595 8399 11064 2554 45612 33893 36432 36146 40673 147144 220716 4875 800 5675 71287 8338 13117 66508 66268 5019 71287 59321 6947 66268 53283 6038 59321 55598 760 3075 53283 0.00000 0.79080 0.20920 0 0 15461 9329 6132 7590 7590 0 6132 OPERATING LEASE RIGHT OF USE ASSET 153145 153145 OPERATING LEASE LIABILITIES 156769 156769 X 1032674 -8363 -8363 1041037 0 1041037 1044490 0 1044490 0 1044490 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'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. POLICY CONFERENCE 100300 63250 37050 18789 1524 100300 63250 37050 18789 1524 20313 16737 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990 IN DETAIL, AND RESOLVES ANY QUESTIONS RAISED THROUGH HIS REVIEW IN CONSULTATION WITH THE BOARD TREASURER. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE SCREENED AGAINST POTENTIAL CONFLICTS OF INTEREST PRIOR TO THEIR NOMINATION TO THE BOARD. THE BY-LAWS INDICATE CONFLICTS OF INTEREST THAT WOULD BE APPLICABLE TO THE ORGANIZATION AND AN ONGOING OBLIGATION FOR BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY OF THE EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD AS PART OF THE RESOLUTION TO APPROVE THE ANNUAL BUDGET. THE BOARD DETERMINES THAT THE EXECUTIVE DIRECTOR'S SALARY IS REASONABLE BY PERIODICALLY RESEARCHING COMPENSATION FOR COMPARABLE POSITIONS IN OTHER ORGANIZATIONS. THE EXECUTIVE DIRECTOR PERIODICALLY RESEARCHES COMPARABILITY DATA AND RECOMMENDS COMPENSATION FOR THE ADMINISTRATOR (TOP FINANCIAL OFFICIAL) AS PART OF THE ANNUAL BUDGET RECOMMENDATION, WHICH IS SUBJECT TO THE APPROVAL OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.