2025-11-13T12:20:39-06:00 2024-12-31 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2024-01-01 930921617 CITIZENS UTILITY BOARD CITI 5032271984 610 SW BROADWAY 400 PORTLAND OR 97205 ROBERT JENKS EXECUTIVE DIRECTOR 5032271984 2025-11-12 1 0 JESSICA YODER P01244346 5032270581 2024 2025-03-06 01:10:19Z OREGON CITIZENS' UTILITY BOARD ROBERT JENKS 610 SW BROADWAY 400 PORTLAND OR 97205 1332672 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. 10 10 11 15 0 0 1178283 1282171 0 41831 1560 1828 -3619 3164 1176224 1328994 0 0 0 0 907341 1032579 0 0 166682 184356 235476 1091697 1268055 84527 60939 801138 841273 160488 136501 640650 704772 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 997103 41831 CUB ESTIMATES IT SAVED CUSTOMERS MORE THAN $650 MILLION IN 2024. CUB PARTICIPATED IN NUMEROUS PROCEEDINGS BEFORE REGULATORS, CHALLENGING UTILITIES ON THE TRUE COST OF DATA CENTERS ON RESIDENTIAL CUSTOMERS AND LAYING THE GROUNDWORK FOR DATA CENTERS TO PAY THEIR FAIR SHARE. ADDITIONALLY, CUB PRESSURED UTILITIES AND REGULATORS TO IMPROVE ON WILDFIRE PLANNING, AND TIGHTEN THE REQUIREMENTS ON COMPANIES TO CENTER CUSTOMERS IN THE PROCESS. IN THE SUMMER, WE HELPED SECURE EMERGENCY PROTECTIONS AGAINST SHUT OFFS FOR RESIDENTS ENROLLED IN BILL DISCOUNT PROGRAMS WITH PORTLAND GENERAL ELECTRIC AND PACIFIC POWER. SUPPORT WAS ALSO GIVEN TO FOUR CONSUMER PROTECTION BILLS THAT WERE PASSED AND SIGNED BY THE GOVERNOR. MOST NOTABLY SB 1530, A BILL INTENDED TO SECURE OVER $20 MILLION FOR SEVERAL RESIDENTIAL ENERGY EFFICIENCY AND HEAT PUMP PROGRAMS. 997103 1 1 0 1 0 0 0 0 0 1 1 0 0 1 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 0 0 0 0 0 0 1 2 0 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 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 ASHLEY LOWE MACKENZIE DIRECTOR 2.00 X 0 0 0 RORY ISBELL DIRECTOR 2.00 X 0 0 0 EDUARDO COTILLA-SANCHEZ DIRECTOR 2.00 X 0 0 0 DAN CARTMEL DIRECTOR 2.00 X 0 0 0 PAMELA BERRIAN DIRECTOR 2.00 X 0 0 0 KEITH KUENY DIRECTOR 2.00 X 0 0 0 ROBERT JENKS EXECUTIVE DIRECTOR 40.00 X 142545 0 16917 JENNIFER HILL-HART POLICY & PROGRAM DIRECTOR 40.00 X 102810 0 9855 245355 0 26772 2 0 1 0 0 1282171 1282171 POLICY CONFERENCE 813920 41831 41831 41831 1828 1828 4124 3678 446 446 MISCELLANEOUS INCOME 900099 2718 2718 2718 1328994 41831 0 4992 159462 135542 9568 14352 685148 582376 41109 61663 24821 21098 1489 2234 84665 68699 7689 8277 78483 66711 4709 7063 19135 19135 1403 1403 2358 2358 82525 24283 3955 54287 630 630 55190 42496 4415 8279 10118 7165 2582 371 2981 2981 8624 967 7586 71 POLICY CONFERENCE EXPEN 36899 36899 OUTREACH EXPENSE 10085 10085 REGULATORY EXPENSE 3885 3885 1643 1643 1268055 997103 104270 166682 209567 164456 378224 417847 35000 121792 18155 12390 24467 22729 4719 1738 56166 58324 99307 64726 801138 841273 56273 68031 104215 68470 160488 136501 X 529483 613940 111167 90832 640650 704772 801138 841273 60939 3183 0 X X 0 0 0 X 1024608 961738 1024080 1178283 1282171 5470880 1024608 961738 1024080 1178283 1282171 5470880 5470880 1325 358 220 1560 1828 5291 3164 3164 1442 2488 272 4202 5483537 41831 0.99770 0.99750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 400 1403 1803 1099570 1101373 185137 46284 0 0 144585 162692 168548 185137 660962 991443 11064 2554 1979 1803 17400 36146 40673 42137 46284 165240 247860 4875 800 800 400 6875 56166 4666 60832 49832 6334 56166 71287 -8338 13117 49832 66268 5019 71287 59321 6947 66268 0.64780 0.35220 0 0 16877 15139 1738 7590 7590 0 1738 OPERATING LEASE RIGHT OF USE ASSET 64726 64726 OPERATING LEASE LIABILITIES 68470 68470 X 1335855 3183 3183 1332672 -3678 -3678 1328994 1271733 3678 3678 1268055 0 1268055 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 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -3,678. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 3,678. SCHEDULE D LINE 2D SPECIAL EVENT EXPENSES: FOOD AND BEVERAGES 37,186 OTHER EXPENSES 5,614 X X X X 0 0 0 0 0 0 0 0 0 ROBERT JENKS EXECUTIVE DIRECTOR 132545 0 10000 0 0 0 2400 0 14517 0 159462 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.