2024-11-13T18:14:36-06:00 2023-12-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2023-01-01 930470826 OREGON BUSINESS & INDUSTRY ASSOCIATION OREG 5035880050 1149 COURT STREET NE SALEM OR 973014030 ANGELA WILHELMS PRESIDENT & CEO 5035880050 2024-11-13 1 1 SANG AHN P00540880 5032270581 2023 2024-10-15 13:58:12Z ANGELA WILHELMS 1149 COURT STREET NE SALEM OR 973014030 3316742 0 X HTTPS://OREGONBUSINESSINDUSTRY.COM X 1958 OR TO PROMOTE PROSPERITY AND THE HIGHEST QUALITY OF LIFE FOR OREGONIANS BY ADVANCING OREGON BUSINESS. 65 65 17 84 24277 17919 424271 515979 2550927 2612807 -11705 10913 -6851 42246 2956642 3181945 0 0 0 0 1901513 2046928 0 0 0 1097079 1165532 2998592 3212460 -41950 -30515 2574322 2532781 746017 734991 1828305 1797790 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 RELATED PUBLIC POLICY ISSUES AFFECTING BUSINESS AND ANALYSIS OF LEGISLATIVE ACTIVITIES ANDDISTRIBUTION OF LEGISLATIVE INFORMATION TO MEMBERS. PROMOTION OF BUSINESS AND INDUSTRY WITHIN THE STATE OF OREGON. AT 12/31/23 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 1 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 30 0 17 1 1 1 0 0 0 1 1 0 0 0 X 65 65 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 JUSTIN DELANEY TREASURER 1.00 1.00 X X 0 0 0 KIMBERLY MEDFORD SECRETARY 1.00 1.00 X X 0 0 0 KAREN VINEYARD IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 LORI OLUND FIRST VICE CHAIR 1.00 1.00 X X 0 0 0 JORDAN PAP BOARD CHAIR 1.00 1.00 X X 0 0 0 JASON BRANDT EX OFFICIO DIRECTOR 1.00 X 0 0 0 KATY BROOKS EX OFFICIO DIRECTOR 1.00 X 0 0 0 DEBBIE FROMDAHL EX OFFICIO DIRECTOR 1.00 X 0 0 0 JODI HACK EX OFFICIO DIRECTOR 1.00 X 0 0 0 ANDREW HOAN EX OFFICIO DIRECTOR 1.00 X 0 0 0 DEANNA PALM EX OFFICIO DIRECTOR 1.00 X 0 0 0 DAVID REID EX OFFICIO DIRECTOR 1.00 X 0 0 0 DAVE ROBERTSON EX OFFICIO DIRECTOR 1.00 X 0 0 0 CHERI ROSENBERG-LABOY EX OFFICIO DIRECTOR 1.00 X 0 0 0 JANET STEELE EX OFFICIO DIRECTOR 1.00 X 0 0 0 ERIK AMOS DIRECTOR 1.00 X 0 0 0 RYAN BENNETT DIRECTOR 1.00 X 0 0 0 RUTH BEYER DIRECTOR 1.00 X 0 0 0 ELIZABETH BINGOLD DIRECTOR 1.00 X 0 0 0 DARREN BINDER DIRECTOR 1.00 X 0 0 0 ELLIE BOOTH DIRECTOR 1.00 X 0 0 0 JON BUERSTATTE DIRECTOR 1.00 X 0 0 0 JEREMY BURROUGHS DIRECTOR 1.00 X 0 0 0 SCOTT BURTON DIRECTOR 1.00 X 0 0 0 SHIAU YEN CHIN-DENNIS DIRECTOR 1.00 X 0 0 0 GINA COLE DIRECTOR 1.00 X 0 0 0 HEATH CURTISS DIRECTOR 1.00 X 0 0 0 ROCKY DALLUM DIRECTOR 1.00 X 0 0 0 CALLI DALY DIRECTOR 1.00 X 0 0 0 DANIEL DRINKWARD DIRECTOR 1.00 X 0 0 0 SARA DUCKWALL DIRECTOR 1.00 X 0 0 0 BETSY EARLS DIRECTOR 1.00 X 0 0 0 LARRY ELLIFRITZ DIRECTOR 1.00 X 0 0 0 AMY FAUVER DIRECTOR 1.00 X 0 0 0 ERIC GEYER DIRECTOR 1.00 X 0 0 0 ROBERT GLOVER DIRECTOR 1.00 X 0 0 0 GRACIELA GOMEZ COWGER DIRECTOR 1.00 X 0 0 0 COURTNEY GRIESEL DIRECTOR 1.00 X 0 0 0 TODD HANCHETT DIRECTOR 1.00 X 0 0 0 GREG HARRIS DIRECTOR 1.00 X 0 0 0 NAOMI HASLITT DIRECTOR 1.00 X 0 0 0 MARION HAYNES DIRECTOR 1.00 X 0 0 0 DEBORAH HERRON DIRECTOR 1.00 X 0 0 0 JARED HOLUM DIRECTOR 1.00 X 0 0 0 AARON HUNT DIRECTOR 1.00 X 0 0 0 STEVEN ISAAK DIRECTOR 1.00 X 0 0 0 JACK ISSELMANN DIRECTOR 1.00 X 0 0 0 AMIR JOHNSON DIRECTOR 1.00 X 0 0 0 CYNTHIA LEON DIRECTOR 1.00 X 0 0 0 AMY LEWIN DIRECTOR 1.00 X 0 0 0 ROBERT O'NEILL DIRECTOR 1.00 X 0 0 0 MICHELLE OTTEN DIRECTOR 1.00 X 0 0 0 ANDREW OVER DIRECTOR 1.00 X 0 0 0 KATIE PAULLIN DIRECTOR 1.00 X 0 0 0 MARY PIKL DIRECTOR 1.00 X 0 0 0 ANNETTE PRICE DIRECTOR 1.00 X 0 0 0 MEL SEARS DIRECTOR 1.00 X 0 0 0 BRIAN SHIPLEY DIRECTOR 1.00 X 0 0 0 PAUL SNYDER DIRECTOR 1.00 X 0 0 0 SAM TANNAHILL DIRECTOR 1.00 X 0 0 0 ALAN THAYER DIRECTOR 1.00 X 0 0 0 MICHAEL TYLUTKI DIRECTOR 1.00 X 0 0 0 MELISSA VAILLANCOURT DIRECTOR 1.00 X 0 0 0 JEREMY VANDEHEY DIRECTOR 1.00 X 0 0 0 DJ VOGT DIRECTOR 1.00 X 0 0 0 SEAN WATERS DIRECTOR 1.00 X 0 0 0 MICHELLE WEISENBACH DIRECTOR 1.00 X 0 0 0 HOWARD WERTH DIRECTOR 1.00 X 0 0 0 RICHARD WHITE DIRECTOR 1.00 X 0 0 0 JARED WIENER DIRECTOR 1.00 X 0 0 0 STEVEN WILDISH DIRECTOR 1.00 X 0 0 0 KATHRYN WILLIAMS DIRECTOR 1.00 X 0 0 0 MICHAEL WILLIAMS DIRECTOR 1.00 X 0 0 0 STACIE WYSS-SCHOENBORN DIRECTOR 1.00 X 0 0 0 DAVID ZEHNTBAUER DIRECTOR 1.00 X 0 0 0 ANGELA WILHELMS PRESIDENT & CEO 40.00 5.00 X 306390 0 24425 SCOTT BRUUN VICE PRESIDENT 45.00 X 178609 0 10828 SHARLA MOFFETT SENIOR POLICY DIRECTOR 45.00 X 145743 0 15078 DEREK SANGSTON POLICY DIRECTOR 45.00 X 128333 0 14973 PALOMA SPARKS CHIEF OPERATING OFFICER 40.00 5.00 X 109375 0 13836 868450 0 79140 5 0 1 0 LEGISLATIVE ADVOCATES GOVERNMENT AFFAIRS 1249 COMMERCIAL ST SE SALEM OR 97302 LOBBYING 108000 1 322720 63000 130259 515979 MEMBERSHIP DUES 561499 2338480 2338480 CONTRACT REVENUE 900099 160222 160222 CONFERENCES/MEETINGS 561499 74305 74305 BOARD RETREAT 900099 39800 39800 2612807 10913 10913 177043 134797 42246 42246 24277 17969 3181945 2612807 24277 28882 330815 1350658 88564 134772 142119 19910 125516 6100 212311 140178 11213 55363 111987 69196 158699 18792 48767 23408 SPECIAL PROJECTS 128604 OTHER OPERATING 35488 3212460 765984 539958 352072 612985 11358 2224867 903399 1402703 1321468 53563 47012 2574322 2532781 733791 718516 12226 16475 746017 734991 X 1629861 1602267 198444 195523 1828305 1797790 2574322 2532781 -30515 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 2338480 538907 -59214 479693 233848 245845 194903 194903 1871352 824250 1047102 158612 79149 79463 1321468 DUE TO RELATED PARTIES 16475 16475 X 3025836 -121411 -121411 3147247 34698 34698 3181945 3058797 0 3058797 153663 153663 3212460 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES INCLUDED IN REVENUE -121,411. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES IN REVENUE -134,797. REVENUE NOT CONSOLIDATED ON FINANCIAL STATEMENTS 169,495. PART XII, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSES 121,411. RENTAL EXPENSES -134,797. EXPENSES NOT CONSOLIDATED ON FINANCIAL STATEMENTS 167,049. X 1 1 X X X X 0 0 0 ANGELA WILHELMS PRESIDENT & CEO 306390 0 0 0 0 0 17152 0 7273 0 330815 0 0 0 SCOTT BRUUN VICE PRESIDENT 178609 0 0 0 0 0 10199 0 629 0 189437 0 0 0 SHARLA MOFFETT SENIOR POLICY DIRECTOR 145743 0 0 0 0 0 7805 0 7273 0 160821 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 AND CHIEF OPERATING OFFICER 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 PRESIDENT/CEO WILL REVIEW OTHER STAFF MEMBERS COMPENSATION ANNUALLY. 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 A COALTION OF OREGON COMPANIES COMMITTED TO BUILDING PRO-GROWTH, PRO-BUSINES 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 266809 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 OBI HEALTHCHOICE BENEFITS PLAN & TRUST Q 120009 ACTUAL CASH OREGON BUSINESS & INDUSTRY ISSUES PAC C 63000 ACTUAL CASH