2024-02-01T19:22:22-06:00 2023-03-31 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2022-04-01 931240928 OREGON BUSINESS COUNCIL CHARITABLE INSTITUTE OREG 5035957603 1100 SW 6TH AVENUE 1608 PORTLAND OR 972041017 DUNCAN WYSE EXECUTIVE DIRECTOR 5035957603 2023-08-09 1 DUNCAN WYSE 999009999 0 TODD D MASSINGER P00075883 5032205900 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DUNCAN WYSE 1100 SW 6TH AVENUE PORTLAND OR 97204 1089647 0 X WWW.ORBUSINESSCOUNCIL.ORG X 1998 OR THE OBC CHARITABLE INSTITUTE SHARES AND SUPPORTS THE MISSION OF THE OREGON BUSINESS COUNCIL: TO CONTRIBUTE TO OREGON'S QUALITY OF LIFE AND ECONOMIC PROSPERITY. THE OBC CHARITABLE INSTITUTE RECEIVES GRANTS FROM BUSINESS AND PRIVATE FOUNDATIONS AND FROM INDIVIDUAL DONORS TO CONDUCT PUBLIC POLICY PROJECTS FOCUSED ON SUCH ISSUES AS REDESIGNING PUBLIC K-12 AND HIGHER EDUCATION, IMPROVING HEALTH AND HEALTH CARE, UPGRADING TRANSPORTATION INFRASTRUCTURE, SUPPORTING ECONOMIC DEVELOPMENT, REFORMING THE STATE FISCAL SYSTEM, AND REDUCING POVERTY. 8 8 2 0 0 0 1030879 943203 77876 146444 0 0 3100 0 1111855 1089647 0 0 0 0 358618 276290 0 0 9425 694796 871957 1053414 1148247 58441 -58600 189939 195328 122049 186038 67890 9290 X THE OBC CHARITABLE INSTITUTE SHARES AND SUPPORTS THE MISSION OF THE OREGON BUSINESS COUNCIL: TO CONTRIBUTE TO OREGON'S QUALITY OF LIFE AND ECONOMIC PROSPERITY. THE OBC CHARITABLE INSTITUTE RECEIVES GRANTS FROM BUSINESS AND PRIVATE FOUNDATIONS AND FROM INDIVIDUAL DONORS TO CONDUCT PUBLIC POLICY PROJECTS FOCUSED ON SUCH ISSUES AS REDESIGNING PUBLIC K-12 AND HIGHER EDUCATION, IMPROVING HEALTH AND HEALTH CARE, UPGRADING TRANSPORTATION INFRASTRUCTURE, SUPPORTING ECONOMIC DEVELOPMENT, REFORMING THE STATE FISCAL SYSTEM, AND REDUCING POVERTY. 0 0 570454 146444 OREGON BUSINESS PLAN - AN INITIATIVE THAT SEEKS TO INCREASE AND MAINTAIN HIGH-WAGE JOBS THAT SUPPORT FAMILIES AND MAINTAIN STRONG COMMUNITIES IN OREGON. 93956 OREGON LEARNS - AN INITIATIVE THAT AIMS TO PARTNER LEADERS FROM BUSINESS, COMMUNITY-BASED ORGANIZATIONS, EDUCATION INSTITUTIONS, AND FOUNDATIONS TO ADVOCATE FOR SYSTEM CHANGES THAT WILL INCREASE LEVELS OF ATTAINMENT AND MAKE EDUCATION MORE EQUITY FOCUSED AND LEARNER CENTERED. 347440 OTHER PROGRAMS - OTHER INITIATIVES WORKED TO INCLUDE ENHANCEMENT OF OREGON'S QUALITY OF LIFE AND ECONMIC PROSPERITY IN AREAS INCLUDING: ECOMOMIC DEVELOPMENT, FISCAL INITIATIVE, MANUFACTURING/SEMICONDUCTOR, OPP AGENDA, AND WATER UTILIZATION. 1011850 1 1 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X DUNCAN WYSE 5035957603 1100 SW 6TH AVENUE 1608 PORTLAND OR 972041017 WILLIAM THONDIKE CHAIR 1.00 X X 0 0 0 JOHN CARTER DIRECTOR 1.00 X 0 0 0 PATRICK CRITESER CHAIR 1.00 X X 0 0 0 JORDAN PAPE DIRECTOR 1.00 X 0 0 0 DANNY JACOBS DIRECTOR 1.00 X 0 0 0 MARIA POPE DIRECTOR 1.00 X 0 0 0 JOTH RICCI DIRECTOR 1.00 X 0 0 0 PENNY SERRIUER DIRECTOR 1.00 X 0 0 0 DUNCAN WYSE EXECUTIVE DIRECTOR 40.00 X 0 244007 50001 KYLE RITCHEY NOLL PROGRAM MANAGER 40.00 X 119967 0 23000 119967 244007 73001 1 0 1 0 0 943203 943203 LEADERSHIP SUMMIT 541610 146444 146444 146444 1089647 146444 0 0 X 214608 214608 39180 39180 5875 5875 16627 16627 36107 36107 338092 291467 46625 32336 2409 29927 10299 10299 434567 434523 44 379 379 BANK CHARGES 10752 7161 3591 FUNDRAISING COSTS 9425 9425 1148247 1011850 126972 9425 30775 36615 7569 7569 151595 151144 73500 73500 0 0 189939 195328 122049 186038 122049 186038 X 67890 9290 67890 9290 189939 195328 -58600 0 X 0 0 0 X 4292413 2983593 1170228 1190880 943203 10580317 4292413 2983593 1170228 1190880 943203 10580317 4174535 6405782 3 3 3100 3100 6200 10586520 483520 0.60510 0.48270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73500 73500 0 0 X 0 0 0 0 0 0 0 0 0 DUNCAN WYSE EXECUTIVE DIRECTOR 0 244007 0 0 0 0 0 48801 0 1200 0 294008 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A SOLE MEMBER THAT APPOINTS ALL DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THE OBC CHARITABLE INSTITUTE, THE OREGON BUSINESS COUNCIL, APPOINTS THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE ONLY DECISION SUBJECT TO APPROVAL IS THE APPOINTMENT OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS MADE AVAILABLE TO EACH VOTING MEMBER BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS, OFFICERS, AND EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE INSTITUTE CURRENTLY DOES NOT HAVE ANY EMPLOYEES. IF A PAID EXECUTIVE DIRECTOR WAS TO BE HIRED IN THE FUTURE, BOARD MEMBERS WOULD REVIEW COMPARABLE DATA AND APPROVE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 291,467. MANAGEMENT AND GENERAL EXPENSES 46,625. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 338,092. OREGON BUSINESS COUNCIL 1100 SW 6TH AVENUE SUITE 1608 PORTLAND OR 97204 930884244 BUSINESS LEADERSHIP OR 501(C)(6) N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 OREGON BUSINESS COUNCIL E 126398 COST OREGON BUSINESS COUNCIL P 24500 COST