A) To improve individual & community health through the provision of evaluation & intervention services to public & private sectors. B) To disseminate research results through evaluation & intervention services, publication of reports, conferences & seminars. C) To market & distribute products & services based on research results of this organization & Oregon Research Institute.

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
$83K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $6K a year · 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$83K
to officers and key staff · 25% of spending
Worth a look: pay to officers and key staff is 25% of spending; over 20%.
Pt VII · Sec A
5 mo
of spending, in cash
Looks good: 4.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $77K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$17K
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 7 voting members
Looks good: 5 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$391K
-9% vs prior year
Spent
$329K
To programs
78%
Net assets
$123K
By yearFY2020–FY2024
Revenue
$391K
FY2024▼ -9%
Tap a bar for its year
Revenue by fiscal year
FY2020$252K
FY2021$450K
FY2022$586K
FY2023$431K
FY2024$391K
Expenses
$329K
FY2024▼ -37%
Tap a bar for its year
Expenses by fiscal year
FY2020$287K
FY2021$398K
FY2022$544K
FY2023$524K
FY2024$329K
Net assets
$123K
FY2024▲ +103%
Tap a bar for its year
Net assets by fiscal year
FY2020$59K
FY2021$111K
FY2022$153K
FY2023$60K
FY2024$123K

From the FY2024 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 2006.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $255K Management & general 22% · $74K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990; $83K paid to officers and key staff.

Part VII, Section A · reportable compensation
Administrative & Fiscal Manager
$39,673Pt VII · Sec A
Executive Director
$22,895Pt VII · Sec A
Board Member
$10,290Pt VII · Sec A
Board President, Senior Scientist
$10,083Pt VII · Sec A
Board Secretary
$0Pt VII · Sec A
Board Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Melanie Sastria’s $40K as Administrative & Fiscal Manager is at the 27th percentile of top reported officer pay among 1979 $100K–1M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Erika Westling$10,290$53,130$16,065——
Melanie Sastria$39,673————
Michael Holmes$22,895$36,824———
Deborah Johnson-Shelton————$23,940
Carol Metzler$10,083$10,061$15,292$18,504$10,992

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Improves health by providing evaluation, intervention, and research dissemination services.

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Provided by the organization

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3 programs · $255K · in their own filed words · FY2024
01

Program Service Development, Program Delivery, or Program Evaluation

$144Kprogram expense
02

Research in human judgment, decision making, and risk

$85Kprogram expense
03

Social Sciences Research

$26Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$77K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$391K
Ln 12
Gifts and grantsLn 1h$391K
Money outPt IX
$329K
Ln 25
Programscol B$255K
Managementcol C$74K
Owns and owesPt X
$123K
net assets · Ln 32
Cash and savingsLn 1–2$125K
Total assetsLn 16$139K
LiabilitiesLn 26$17K
PeoplePt VI, VII
9
listed · VII A
PaidVII A4
Voting boardVI 1a7
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$391K
Government grantsLn 1e$391K
Noncash giftsLn 1g$0
Fundraising eventsLn 1c$0
Gains on assetsLn 7$0
Total revenueLn 12$391K
Assets in detailPt X, end of year
CashLn 1$125K
SavingsLn 2$0
Cash and savings togetherLn 1–2$125K
InvestmentsLn 11–13$0
Other assetsLn 15$0
Total assetsLn 16$139K
LiabilitiesLn 26$17K
Net assetsLn 32$123K
OperationsPt I, VI
EmployeesI 521
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$71K$125K
InvestmentsLn 11–13$0$0
Total assetsLn 16$72K$139K
LiabilitiesLn 26$12K$17K
Net assetsLn 32$60K$123K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$76K$20K$56K$0
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$77K$77K$0$0
Pension plan contributionsLn 8$8K$7K$1K$0
Other employee benefitsLn 9$0$0$0$0
Payroll taxesLn 10$20K$13K$6K$0
Management feesLn 11a$2K$2K$0$0
Legal feesLn 11b$275$0$275$0
Accounting feesLn 11c$3K$0$3K$0
Lobbying feesLn 11d$0$0$0$0
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$20K$20K$0$0
Advertising and promotionLn 12$339$0$339$0
Office expensesLn 13$1K$765$513$0
Information technologyLn 14$89K$84K$5K$0
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$4K$3K$430$0
TravelLn 17$3K$3K$0$0
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$786$786$0$0
InterestLn 20$0$0$0$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$0$0$0$0
InsuranceLn 23$890$0$890$0
Other expenses (24a–d)Ln 24$24K$24K$0$0
Total functional expensesLn 25$329K$255K$74K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $391K$329K$62K$123K 990 PDF
FY2023 $431K$524K−$93K$60K 990 PDF
FY2022 $586K$544K$42K$153K 990 PDF
FY2021 $450K$398K$52K$111K 990 PDF
FY2020 $252K$287K−$35K$59K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $390,924 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $431,037$390,924
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $7$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $431,044$390,924
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $377,705$180,778
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $145,852$147,871
I-18 Total expensesPrior year $523,557$328,649
I-19 Revenue less expensesPrior year −$92,513$62,275
Part VI · Governance 5 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members5
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $390,924 across 14 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$0
VIII-1d Related organizations$0
VIII-1e Government grants$390,924
VIII-1f All other contributions, gifts and grants$0
VIII-1g Noncash contributions (included above)$0
VIII-1h Total contributions, gifts and grants$390,924
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$390,924
Part IX · Statement of functional expenses $328,649 across 29 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $20,373 · Management $55,717 · Fundraising $0$76,090
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $77,055 · Management $0 · Fundraising $0$77,055
IX-8 Pension plan contributionsPrograms $6,691 · Management $1,145 · Fundraising $0$7,836
IX-9 Other employee benefitsPrograms $0 · Management $0 · Fundraising $0$0
IX-10 Payroll taxesPrograms $13,447 · Management $6,350 · Fundraising $0$19,797
IX-11a Management feesPrograms $1,700 · Management $0 · Fundraising $0$1,700
IX-11b Legal feesPrograms $0 · Management $275 · Fundraising $0$275
IX-11c Accounting feesPrograms $0 · Management $2,702 · Fundraising $0$2,702
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $20,244 · Management $0 · Fundraising $0$20,244
IX-12 Advertising and promotionPrograms $0 · Management $339 · Fundraising $0$339
IX-13 Office expensesPrograms $765 · Management $513 · Fundraising $0$1,278
IX-14 Information technologyPrograms $83,792 · Management $5,386 · Fundraising $0$89,178
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $3,135 · Management $430 · Fundraising $0$3,565
IX-17 TravelPrograms $3,096 · Management $0 · Fundraising $0$3,096
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $786 · Management $0 · Fundraising $0$786
IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$0
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$0
IX-23 InsurancePrograms $0 · Management $890 · Fundraising $0$890
IX-24 Other expenses (24a–d)Programs $23,818 · Management $0 · Fundraising $0$23,818
IX-25 Total functional expensesPrograms $254,902 · Management $73,747 · Fundraising $0$328,649
Part X · Balance sheet $139,356 assets, 22 lines filed
X-1 Cash, non-interest-bearingStart of year $69,984$125,096
X-2 Savings and temporary cash investmentsStart of year $584$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $1,680$14,260
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $72,248$139,356
X-17 Accounts payable and accrued expensesStart of year $11,847$16,680
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-26 Total liabilitiesStart of year $11,847$16,680
X-27 Net assets without donor restrictionsStart of year $60,401$122,676
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $60,401$122,676
X-33 Total liabilities and net assetsStart of year $72,248$139,356
Part XI · Reconciliation of net assets $122,676 net assets at year end
XI-1 Total revenue$390,924
XI-2 Total expenses$328,649
XI-3 Revenue less expenses$62,275
XI-4 Net assets at start of year$60,401
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$122,676

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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