OREGON RESEARCH INSTITUTE (EIN 930495655) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

CHRIS ARTHUN

Phone

5414842123

Tax Period

2023-01-01 to 2023-12-31

OREGON RESEARCH INSTITUTE, founded in 1960, is a community nonprofit in the Social Science sector that reported $7.1M in total revenue in fiscal year 2023.

Mission

OREGON RESEARCH INSTITUTE IS AN INDEPENDENT BEHAVIORAL SCIENCES RESEARCH CENTER DEDICATED TO UNDERSTANDING HUMAN BEHAVIOR AND IMPROVING THE QUALITY OF HUMAN LIFE THROUGH THE PREVENTION AND TREATMENT OF HEALTH, EDUCATIONAL, AND SOCIAL PROBLEMS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,170,576

Program Service Revenue $0

Investment Income $1,954

Other Revenue $-114,261

TOTAL REVENUE $7,058,269

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,050,445

Fundraising Expenses $0

Program Expenses $4,765,970

Other Expenses $2,528,484

TOTAL EXPENSES $7,578,929

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,058,269	$7,014,046	+0.0%
Expenses	$7,578,929	$7,151,675	+0.1%
Net Income	$-520,660	$-137,629	+2.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

104

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$330,379

Total Directors

$934,047

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXANDRA HAMILTON	BOARD MEMBER, SENIOR SCIENTIST	38.00	Director	$178,219	$23,690	$201,909
KEITH SMOLKOWSKI	BOARD MEMBER, SENIOR SCIENTIST	28.00	Director	$149,938	$32,701	$182,639
KATHRYN MADDEN	BOARD SECRETARY, IRB ADMINISTRATOR	28.00	Director	$66,141	$21,944	$88,085
PAUL ROHDE	BOARD CHAIR, SENIOR SCIENTIST	27.00	Officer Director	$140,753	$32,077	$172,830
ANDREW GUESS	BOARD MEMBER, IT SYSTEMS ADMIN	26.00	Director	$43,361	$6,847	$50,208
JULIE POPE	BOARD MEMBER, RESEARACH ASSISTANT	24.00	Director	$36,070	$15,822	$51,892
DEREK KOSTY	BOARD MEMBER, ASSOC RESEARCH SCIENTIST	24.00	Director	$77,476	$23,738	$101,214
KATHERINE CLAWSON	BOARD MEMBER, RESEARCH ASSISTANT	19.00	Director	$32,747	$13,163	$45,910
CRAIG LEVE	BOARD TREASURER, DATA ANALYST	10.00	Officer Director	$28,990	$10,370	$39,360
STASINOS STAVRIANEAS	BOARD MEMBER, ASSOC RESEARCH SCIENTIST	1.00	Director	$0	$0	$0
MARIE JACKSON	BOARD SECRETARY, COMMUNITY BOARD MBR	0.00	Officer Director	$0	$0	$0
CHUCK KALNBACH	COMMUNITY BOARD MEMBER	0.00	Director	$0	$0	$0
SHAWN MURPHY	COMMUNITY BOARD MEMBER	0.00	Director	$0	$0	$0
CHRIS ARTHUN	DIRECTOR OF FINANCE & ADMINISTRATION	40.00	Officer	$104,244	$13,945	$118,189
FUZHONG LI	SENIOR RESEARCH SCIENTIST	40.00	Highest	$204,248	$40,703	$244,951
JACQUELINE HUSCROFT - D'ANGELO	RESEARCH SCIENTIST	38.00	Highest	$125,039	$16,776	$141,815

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$7,058,269	$7,578,929	$1,763,767	$-520,660
2022	$7,014,046	$7,151,675	$17,461,534	$-137,629
2021	$7,304,248	$7,275,343	$2,073,093	$28,905
2020	$8,203,640	$8,201,859	$2,049,020	$1,781
2019	$10,207,200	$10,214,389	$2,019,329	$-7,189
2018	$12,632,156	$12,645,748	$1,966,157	$-13,592

OREGON RESEARCH INSTITUTE