Oregon Chai records, 1994-2005  PDF

Overview of the Collection

Creator
Oregon Chai, Inc.
Title
Oregon Chai records
Dates
1994-2005 (inclusive)
Quantity
2.4 cubic feet, (5 document cases, 1 flat box, and 1 oversize folder)
Collection Number
Coll 553
Summary
Financial and marketing records of the firm Oregon Chai, along with press material about the company.
Repository
Oregon Historical Society, Davies Family Research Library
Davies Family Research Library
Oregon Historical Society
1200 SW Park Avenue
Portland, OR
97205
Telephone: 503-306-5240
Fax: 503-219-2040
libreference@ohs.org
Access Restrictions

The collection is open to the public.

Languages
English


Biographical NoteReturn to Top

Oregon Chai was founded in 1994 in Portland, Oregon by the mother-daughter team Theodora and Heather McMillen. The company quickly became successful, and in 2004 the McMillens sold it to the Irish firm Kerry Foods.

Content DescriptionReturn to Top

The collection contains records and publicity material regarding Oregon Chai. The company's records include notes from the its startup, incorproation papers, financial audits, investment documents, board minutes, and staff meeting notes. The collection also contains correspondence between Oregon Chai and other companies, including documents relating to their merger with Kerry Foods, as well as sales figures, marketing strategies, and advertising material. Press materials include articles which ran in trade magazines, and in publications such as Men's Journal, the Wall Street Journal, and the Oregonian. Additional materials include letterheads and unassembled Oregon Chai cartons and boxes.

Other Descriptive InformationReturn to Top

Use of the CollectionReturn to Top

Restrictions on Use

The Oregon Historical Society is the owner of the materials in the Research Library and makes available reproductions for research, publication, and other uses. Written permission must be obtained from the Research Library prior to any use of reproductions. The Society does not necessarily hold copyright to all the materials in the collections. In some cases, permission for use of reproductions may require seeking additional authorization from the copyright holders.

Preferred Citation

Oregon Chai records, Coll 553, Oregon Historical Society Research Library.

Administrative InformationReturn to Top


Detailed Description of the CollectionReturn to Top

Series A :   Company records ,  1994-2004 Return to Top

Container(s) Description Dates
Box/Folder
1/1
Start-Up Notes
circa 1994
1/2
License, Incorporation
1994
1/3
Trademark Registration
1994
1/4
Small Business Administration Loan
1995
1/5
Distribution
1995
1/6
Warehousing
1995-1996
1/7
Co-packer
1/8
Loan Insurance
1996
1/9
Non-disclosure papers
1997-1998; undated
1/10
Financial audits
1994-2001
1/11
Early income/expense records
1/12
Investment decisions
1994-1997
1/13
Venture capital strategies
1996; 1999
1/14
Long-range planning
1998
1/15
Stock incentive plan
1999
1/16
Shareholders meetings
1995; 2000-2004
1/17
Shareholders meeting
1999 June 28
1/18
Board minutes
1994-1996
1/19
Board minutes
1997-1998
1/20
Staff meetings
1996-1998
1/21
Job analysis
2/1
Employee job descriptions
2/2
Ingredients
2/3
Ready-to-drink proposals
2/4
Tests on Prisma Chai product
1999

Series B :   Dealings with other companies ,  1994-2005 Return to Top

Container(s) Description Dates
Box/Folder
2/5
Starbucks proposal
1994-1995
2/6
Correspondence with Longbottom distributors
1995
2/7
Production agreement, Sunshine Dairy Foods
1995
2/8
Sunshine Dairy
1995-1997
2/9
Swander, Pace offer to purchase
2002
2/10
Merger with Kerry Foods
2004-2005

Series C :   Marketing and sales ,  1994-1998 , undatedReturn to Top

Container(s) Description Dates
Box/Folder
2/11
Sales pitches
2/12
Advertising ideas
2/13
Artwork
2/14
Sales packets
2/15
Small posters
6/1
"Feature Drink" kit
6/2
Posters and mobile displays
2/16
Point of Sale advertising
3/1
Adveritising materials from scrapbook
3/2
Small fact sheets
3/3
Product descriptions
3/4
Chair recipes for marketing
3/5
Cool Chai recipe cards
3/6
Demo instructions
1995
3/7
Sales figures
1996
3/8
Sales projections
1995; 1999
3/9
Sales
3/10
Consumer and marketing analysis
3/11
Marketing analyses
1998
3/12
Sales data, Spence Information Services (SPINS)
1994-1998
3/13
Marketing strategies
3/14
Marketing letter
4/1
Customer lists and notes

Series D :   Press and publicity ,  1994-2005 Return to Top

Container(s) Description Dates
Box/Folder
4/2
Press release
1994
4/3
Press coverage
1994-2005
4/4
Daily Journal of Commerce article
1994 November 8
4/5
Tonic article
1995 January 12
4/6
Portland State University Daily Vanguard article
1995 March 8
4/7
Wall Street Journal article
1995 June 21
4/8
Newsweek article
1995 August
4/9
Oregon Business article
1997 April
4/10
Tea and Coffee Trade Journal article
1997 July
4/11
Inc. magazine article
1997 September
4/12
Portland Seen article
1999 January
4/13
San Francisco Chronicle article
1999 March 17
4/14
Portland Business Journal article
1999 June 11
4/15
Coverage in Skywest magazine
2000
4/16
Coverage in Inc. magazine
2001 January
4/17
Miscellaneous articles
6/3
Newspaper articles (oversize)
Includes articles from the Wall Street Journal, Business Journal, and the Oregonian.
1995-2005
6/4
Men's Journal articles (oversize)
1996 April; 1997 September
4/18
Testimonials
2002
4/19
Publicity materials from scrapbook

Series E :   Other materials ,  1994-2005 Return to Top

Container(s) Description Dates
Box/Folder
5/1
Article about Chai, Fresh Cup magainze
1998
5/2
Product UPC Codes
1997
5/3
Packaging
5/4
Letterhead
5/5
Alternative letterhead
5/6
Labels
5/7
Table tents
5/8
Oregon Chai stickers
5/9
Product Award stickers
5/10
Book label
Borders Books label for the book "Nirvana in a Cup: The Founding of Oregon Chai."
6/5
Cup sleever and containers
Items are unassembled.
Oversize 1
Boxes
Items are unassembled.

Names and SubjectsReturn to Top

  • Subject Terms :
  • Business enterprises--Oregon--Portland.
  • Tea trade--Oregon--Portland.
  • Personal Names :
  • McMillen, Heather.
  • McMillen, Theodora Jo.
  • Corporate Names :
  • Oregon Chai, Inc.--Archives.
  • Kerry Foods (Firm)
  • Geographical Names :
  • Portland (Or.)--Business enterprises.
  • Form or Genre Terms :
  • Business records.
  • Clippings (information artifacts)
  • Magazines (periodicals)
  • Point-of-purchase displays.