Civic Intelligence

Oregon Business Council Charitable Institute

EIN 93-1240928 • 501(c)3 • Portland, OR

Profile

The obc charitable institute houses and supports a number of initiatives consistent with the education and charitable mission of the institute. Among those initiatives are oregon learns, stem, and the oregon healthiest state initiative.

1100 SW 6th Avenue 1608Portland, OR 97204-1017

www.e3oregon.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

95th percentile

$301,294

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 23.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

96th percentile

124%

Faster asset growth than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

14th percentile

-23%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$222,482

Up $123,135 (+124%) from 2024

Liabilities

Down

$1,997

Down $59,168 (-97%) from 2024

Net Assets

Up

$220,485

Up $182,303 (+477%) from 2024

Revenue

Down

$1,280,811

Down $381,863 (-23%) from 2024

Expenses

Down

$1,098,508

Down $535,274 (-33%) from 2024

Net Income

Up

$182,303

Up $153,411 (+531%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $692,202Liabilities 2010: $439,310Net Assets 2010: $252,8922010Assets 2012: $124,520Liabilities 2012: $0Net Assets 2012: $124,5202012Assets 2013: $202,855Liabilities 2013: $0Net Assets 2013: $202,8552013Assets 2014: $253,725Liabilities 2014: $0Net Assets 2014: $253,7252014Assets 2015: $333,474Liabilities 2015: $0Net Assets 2015: $333,4742015Assets 2016: $577,933Liabilities 2016: $0Net Assets 2016: $577,9332016Assets 2017: $805,270Liabilities 2017: $0Net Assets 2017: $805,2702017Assets 2018: $892,456Liabilities 2018: $0Net Assets 2018: $892,4562018Assets 2019: $121,742Liabilities 2019: $0Net Assets 2019: $121,7422019Assets 2020: $491,769Liabilities 2020: $178,840Net Assets 2020: $312,9292020Assets 2021: $436,854Liabilities 2021: $427,405Net Assets 2021: $9,4492021Assets 2022: $189,939Liabilities 2022: $122,049Net Assets 2022: $67,8902022Assets 2023: $195,328Liabilities 2023: $186,038Net Assets 2023: $9,2902023Assets 2024: $99,347Liabilities 2024: $61,165Net Assets 2024: $38,1822024Assets 2025: $222,482Liabilities 2025: $1,997Net Assets 2025: $220,4852025

Highlighted filing

2025

Assets$222,482
Liabilities$1,997
Net Assets$220,485

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,208,0832010Expenses 2012: $989,0022012Expenses 2013: $367,2802013Revenue 2014: $697,200Expenses 2014: $646,330Net Income 2014: $50,8702014Revenue 2015: $1,591,817Expenses 2015: $1,512,068Net Income 2015: $79,7492015Revenue 2016: $3,739,802Expenses 2016: $3,495,343Net Income 2016: $244,4592016Revenue 2017: $3,143,291Expenses 2017: $2,915,954Net Income 2017: $227,3372017Revenue 2018: $5,129,765Expenses 2018: $5,042,579Net Income 2018: $87,1862018Revenue 2019: $4,431,063Expenses 2019: $5,201,777Net Income 2019: -$770,7142019Revenue 2020: $3,104,146Expenses 2020: $3,512,112Net Income 2020: -$407,9662020Revenue 2021: $1,173,328Expenses 2021: $1,476,808Net Income 2021: -$303,4802021Revenue 2022: $1,111,855Expenses 2022: $1,053,414Net Income 2022: $58,4412022Revenue 2023: $1,089,647Expenses 2023: $1,148,247Net Income 2023: -$58,6002023Revenue 2024: $1,662,674Expenses 2024: $1,633,782Net Income 2024: $28,8922024Revenue 2025: $1,280,811Expenses 2025: $1,098,508Net Income 2025: $182,3032025

Highlighted filing

2025

Revenue$1,280,811
Expenses$1,098,508
Net Income$182,303

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.22$1.28$1.10$0.18
2024Summary only. Only limited summary data is available for this year.$0.10$0.06$0.04$1.66$1.63$0.03
2023Summary only. Only limited summary data is available for this year.$0.20$0.19$0.01$1.09$1.15$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.12$0.07$1.11$1.05$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.43$0.01$1.17$1.48$0.30
2020Summary only. Only limited summary data is available for this year.$0.49$0.18$0.31$3.10$3.51$0.41
2019Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$4.43$5.20$0.77
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.89$5.13$5.04$0.09
2017Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$3.14$2.92$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$3.74$3.50$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.59$1.51$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.70$0.65$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.00$0.12$0.99
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.44$0.25$3.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Sep 9, 2025
Return Version
2024v5.2
Gross Receipts
$1,280,811
Mission and Program Overview

Mission

The obc charitable institute shares and supports the mission of the oregon business council: to contribute to oregon's quality of life and economic prosperity. The obc charitable institute receives grants from business and private foundations and from individual donors to conduct public policy projects focused on such issues as redesigning public k-12 and higher education, improving health and health care, upgrading transportation infrastructure, supporting economic development, reforming the state fiscal system, and reducing poverty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$36,560$146,903▲ $110,343
Savings and Temporary Cash Investments$7,568$38,175▲ $30,607
Accounts Receivable$55,219$37,404▼ $17,815
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$99,347$222,482▲ $123,135
Liabilities
Accounts Payable and Accrued Expenses$61,165$1,997▼ $59,168
Total Liabilities$61,165$1,997▼ $59,168
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$38,182$220,485▲ $182,303
Total Net Assets Fund Balance$38,182$220,485▲ $182,303
Total Liabilities and Net Assets / Fund Balance$99,347$222,482▲ $123,135

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$73,500$73,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kyle Ritchey NollProgram ManagerFT$131,894$131,894
Andrew DesmondAnalystFT$116,378$116,378

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,121,725
Program Service Revenue
$158,479
Investment Income
$607
Other Revenue
$0
All Other Contributions
$1,121,725
Change in Net Assets
$182,303
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$837,315
Salaries, Compensation, and Employee Benefits$261,193
Total Fundraising Expense$37,356
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$495,541--$495,541
Fees for Services Other$233,431$755-$234,186
Other Salaries and Wages$196,042--$196,042
Fees for Services Accounting-$39,018-$39,018
Pension Plan Contributions$39,000--$39,000
Payroll Taxes$20,151--$20,151
Travel$14,837--$14,837
Office Expenses$3,606$4,650-$8,256
Other Employee Benefits$6,000--$6,000
Other Expenses-$3,621$37,356$3,621
Total Functional Expenses$1,008,608$52,544$37,356$1,098,508
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has a sole member that appoints all directors.

Form 990, Part VI, Section A, Line 7A

The sole member of the obc charitable institute, the oregon business council, appoints the directors.

Form 990, Part VI, Section A, Line 7B

The only decision subject to approval is the appointment of directors.

Form 990, Part VI, Section B, Line 11B

A copy of form 990 is made available to each voting member before it is filed.

Form 990, Part VI, Section B, Line 12C

Board members, officers, and employees are required to disclose any conflicts of interest annually.

Form 990, Part VI, Section B, Line 15

The institute currently does not have any employees. If a paid executive director was to be hired in the future, board members would review comparable data and approve salaries.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Oregon Business Council
EIN
93-1240928
Phone
5035957603
Address
1100 SW 6TH AVENUE 1608, PORTLAND, OR 97204-1017

Signing Officer

Name
Duncan Wyse
Title
Executive Director
Phone
5035957603
Signed
2025-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Duncan Wyse
Formed
1998
Legal Domicile
Or
Voting Board Members
44
Independent Board Members
44
Employees
2
Volunteers
0

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
3 CENTERPOINTE DRIVE SUITE 300, LAKE OSWEGO, OR 97035-8663
Preparer
Todd D Massinger
Phone
5032205900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional fees: program service expenses 180,977. Management and general expenses 755. Fundraising expenses 0. Total expenses 181,732. Data research and evaluation: program service expenses 52,454. Management and general expenses 0. Fundraising expenses 0. Total expenses 52,454.

Raw XML AppendixShowing 400 of 713 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0THE OBC CHARITABLE INSTITUTE SHARES AND SUPPORTS THE MISSION OF THE OREGON BUSINESS COUNCIL: TO CONTRIBUTE TO OREGON'S QUALITY OF LIFE AND ECONOMIC PROSPERITY. THE OBC CHARITABLE INSTITUTE RECEIVES GRANTS FROM BUSINESS AND PRIVATE FOUNDATIONS AND FROM INDIVIDUAL DONORS TO CONDUCT PUBLIC POLICY PROJECTS FOCUSED ON SUCH ISSUES AS REDESIGNING PUBLIC K-12 AND HIGHER EDUCATION, IMPROVING HEALTH AND HEALTH CARE, UPGRADING TRANSPORTATION INFRASTRUCTURE, SUPPORTING ECONOMIC DEVELOPMENT, REFORMING THE STATE FISCAL SYSTEM, AND REDUCING POVERTY.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR
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