2024-11-12T11:23:16-06:00 2023-12-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2023-01-01 930921617 CITIZENS UTILITY BOARD CITI 5032271984 610 SW BROADWAY 400 PORTLAND OR 97205 ROBERT JENKS EXECUTIVE DIRECTOR 5032271984 2024-11-11 1 0 JESSICA YODER P01244346 5032270581 2023 2024-10-15 13:58:12Z OREGON CITIZENS' UTILITY BOARD ROBERT JENKS 610 SW BROADWAY 400 PORTLAND OR 97205 1213123 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. 11 11 16 20 0 0 1024080 1178283 0 0 220 1560 16737 -3619 1041037 1176224 0 0 0 0 787069 907341 0 0 134710 257421 184356 1044490 1091697 -3453 84527 772770 801138 221716 160488 551054 640650 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 864938 CUB SAVED CUSTOMERS MORE THAN $200 MILLION IN 2023. CUB CHALLENGED BILL INCREASES FOR CUSTOMERS ACROSS OREGON. FOR PORTLAND GENERAL ELECTRIC CUSTOMERS IN NORTHWEST OREGON, WE SLASHED $34 MILLION OFF THE REQUESTED INCREASE. FOR AVISTA GAS CUSTOMERS IN SOUTHERN AND EASTERN OREGON, CUB ELIMINATED SUBSIDIES FOR EXPANDING FOSSIL FUEL INFRASTRUCTURE AND COSTS FOR LOBBYING AND FOSSIL FUEL TRADE ASSOCIATIONS. AVISTA ALSO MUST PRIORITIZE NON-PIPE SOLUTIONS, WHICH WILL REDUCE FUTURE RATE INCREASES. PGE CUSTOMERS RECEIVED A $6.5 MILLION REFUND ASSOCIATED WITH THE CLOSED BOARDMAN COAL PLANT.THIS SPRING, CUB HELPED PASS LEGISLATION TO SUPPORT BUILDING RESILIENCY. MORE EFFICIENT BUILDINGS CAN SIGNIFICANTLY LOWER ENERGY BILLS WHILE MAKING OUR HOMES MORE COMFORTABLE. THIS NEW CUB-SUPPORTED LAW WILL IMPROVE STATE PROGRAMS TO SUPPORT ELECTRIC HEAT PUMPS, IMPROVE CODES FOR NEW CONSTRUCTION, AND ADD OTHER BUILDING EFFICIENCY MEASURES.CUB SUPPORTED EXPANSION OF LOW-INCOME BILL DISCOUNT PROGRAMS THAT SAVE QUALIFIED CUSTOMERS BETWEEN 20% AND 90% ON THEIR MONTHLY ENERGY BILLS. DISCOUNTS PROGRAMS HAVE BEEN ESTABLISHED AT PGE, PACIFIC POWER, NW NATURAL, AVISTA AND CASCADE NATURAL GAS. 864938 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 ROBERT BRADING DIRECTOR 2.00 X 0 0 0 MICHAEL MOODY VICE CHAIR 2.00 X X 0 0 0 ASHLEY LOWE MACKENZIE DIRECTOR 2.00 X 0 0 0 RORY ISBELL DIRECTOR 2.00 X 0 0 0 ANKUR DOSHI SECRETARY 2.00 X X 0 0 0 SHELLEY BATTY TREASURER 2.00 X 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 137932 0 22024 137932 0 22024 1 0 1 0 0 47550 1130733 1178283 1560 1560 33008 47550 36899 -3891 -3891 MISCELLANEOUS INCOME 900003 272 272 272 1176224 0 0 -2059 159956 135925 9699 14332 613013 520916 37170 54927 15392 13080 933 1379 47623 40468 2888 4267 71357 60636 4327 6394 13981 7214 6551 216 13841 7142 6486 213 37561 20313 5395 11853 54709 43253 3008 8448 9983 4721 5142 120 2829 2829 10234 479 9705 50 MEMBERSHIP AND DONATION 23319 23319 REGULATORY EXPENSE 5205 4860 345 12694 3102 400 9192 1091697 864938 92049 134710 1211 209567 422037 378224 135900 35000 4513 18155 24467 19748 6132 4719 49832 56166 153145 99307 772770 801138 64947 56273 156769 104215 221716 160488 X 379555 529483 171499 111167 551054 640650 772770 801138 84527 5069 0 X X 0 0 0 X 916222 1024608 961738 1024080 1178283 5104931 916222 1024608 961738 1024080 1178283 5104931 2700 5102231 2420 1325 358 220 1560 5883 1442 2488 272 4202 5115016 0.99750 0.99470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 800 1179 1979 955008 956987 168548 42137 0 0 145729 144585 162692 168548 621554 932331 8399 11064 2554 1979 23996 36432 36146 40673 42137 155388 233082 4875 800 800 6475 49832 6334 56166 71287 -8338 13117 49832 66268 5019 71287 59321 6947 66268 53283 6038 59321 0.00000 0.70160 0.29840 0 0 16877 12158 4719 7590 7590 0 4719 OPERATING LEASE RIGHT OF USE ASSET 99307 99307 OPERATING LEASE LIABILITIES 104215 104215 X 1218192 5069 36899 41968 1176224 0 1176224 1128596 36899 36899 1091697 0 1091697 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPEACIAL EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES SCHEDULE D LINE 2D SPECIAL EVENT EXPENSES: FOOD AND BEVERAGES 33,940 PRINTING AND MAILING 618 OTHER EXPENSES 2,341 POLICY CONFERENCE 80558 47550 33008 33940 2959 80558 47550 33008 33940 2959 36899 -3891 X X X X 0 0 0 0 0 0 0 0 0 ROBERT JENKS EXECUTIVE DIRECTOR 127932 0 10000 0 0 0 2400 0 19624 0 159956 0 0 0 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.