Civic Intelligence

Associated Oregon Industries Research and Education Foundation

990 • Fiscal year 2016 • EIN 06-1709222

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 12, 2017

1149 Court St NESalem, OR 97301

(503) 588-0050

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

100th percentile

$315,403

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 99.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

83rd percentile

46%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

321%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$249,836

Up $78,943 (+46%) from 2015

Net Assets

Up

$239,836

Up $70,943 (+42%) from 2015

Liabilities

Up

$10,000

Up $8,000 (+400%) from 2015

Revenue

Up

$318,715

Up $242,994 (+321%) from 2015

Expenses

Up

$247,772

Up $177,467 (+252%) from 2015

Net Income

Up

$70,943

Up $65,527 (+1210%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2010: $198,085Liabilities 2010: $47,548Net Assets 2010: $150,5372010Assets 2011: $162,675Liabilities 2011: $0Net Assets 2011: $162,6752011Assets 2012: $102,691Liabilities 2012: $24Net Assets 2012: $102,6672012Assets 2013: $98,944Liabilities 2013: $0Net Assets 2013: $98,9442013Assets 2014: $203,477Liabilities 2014: $40,000Net Assets 2014: $163,4772014Assets 2015: $170,893Liabilities 2015: $2,000Net Assets 2015: $168,8932015Assets 2016: $249,836Liabilities 2016: $10,000Net Assets 2016: $239,8362016Assets 2017: $147,167Liabilities 2017: $122,6642017Assets 2018: $85,719Liabilities 2018: $3,284Net Assets 2018: $82,4352018Assets 2019: $143,580Liabilities 2019: $17,413Net Assets 2019: $126,1672019Assets 2020: $195,119Liabilities 2020: $16,647Net Assets 2020: $178,4722020Assets 2021: $258,321Liabilities 2021: $91,468Net Assets 2021: $166,8532021Assets 2022: $270,121Liabilities 2022: $0Net Assets 2022: $270,1212022Assets 2023: $313,094Liabilities 2023: $11,358Net Assets 2023: $301,7362023Assets 2024: $105,819Liabilities 2024: $20,390Net Assets 2024: $85,4292024

Highlighted filing

2016

Assets$249,836
Liabilities$10,000
Net Assets$239,836

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2010: $58,994Expenses 2010: $104,143Net Income 2010: -$45,1492010Revenue 2011: $143,895Expenses 2011: $131,757Net Income 2011: $12,1382011Revenue 2012: $105,020Expenses 2012: $165,028Net Income 2012: -$60,0082012Revenue 2013: $72,613Expenses 2013: $76,336Net Income 2013: -$3,7232013Revenue 2014: $159,407Expenses 2014: $94,874Net Income 2014: $64,5332014Revenue 2015: $75,721Expenses 2015: $70,305Net Income 2015: $5,4162015Revenue 2016: $318,715Expenses 2016: $247,772Net Income 2016: $70,9432016Revenue 2017: $147,714Expenses 2017: $363,047Net Income 2017: -$215,3332017Revenue 2018: $76,895Expenses 2018: $18,963Net Income 2018: $57,9322018Revenue 2019: $198,238Expenses 2019: $154,506Net Income 2019: $43,7322019Revenue 2020: $356,560Expenses 2020: $304,255Net Income 2020: $52,3052020Revenue 2021: $192,657Expenses 2021: $204,276Net Income 2021: -$11,6192021Revenue 2022: $366,250Expenses 2022: $262,982Net Income 2022: $103,2682022Revenue 2023: $212,275Expenses 2023: $180,660Net Income 2023: $31,6152023Revenue 2024: $188,355Expenses 2024: $404,662Net Income 2024: -$216,3072024

Highlighted filing

2016

Revenue$318,715
Expenses$247,772
Net Income$70,943
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 12, 2017
Return Version
2016v3.0
Gross Receipts
$318,715
Mission and Program Overview

Mission

Oregon business research and education

Oregon business research and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$160,286$212,469▲ $52,183
Accounts Receivable$9,290$36,035▲ $26,745
Prepaid Expenses and Deferred Charges$1,317$1,332▲ $15
Total Assets$170,893$249,836▲ $78,943
Liabilities
Accounts Payable and Accrued Expenses$2,000$10,000▲ $8,000
Total Liabilities$2,000$10,000▲ $8,000
Net Assets / Fund Balance
Permanently Rstr Net Assets$44,495$126,880▲ $82,385
Unrestricted Net Assets$124,398$112,956▼ $11,442
Total Net Assets Fund Balance$168,893$239,836▲ $70,943
Total Liabilities and Net Assets / Fund Balance$170,893$249,836▲ $78,943
Compensation and Service Providers

Employees

NameTitleOtherTotal
Michael C FreeseSecretary-treasurer$130,435$130,435

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$318,715
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$298,715
Change in Net Assets
$70,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$237,772
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$145,313$72,557-$217,870
Grants to Domestic Orgs$10,000--$10,000
Insurance-$5,313-$5,313
Fees for Services Legal-$1,262-$1,262
Other Expenses$0$150$0$150
Total Functional Expenses$160,313$87,459$0$247,772
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oregon Business PlanPortland, OR501(c)(6)Program Support$10,000
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

990 draft will be sent to the board to approve.

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

We monitor and manage conflicts of interest amongst our board and project contributors. For the board, we ensure that each project and project outcome will not benefit any board member. If a board member identifies a possible conflict of interest, the board member will make note of (and if necessary describe) the possible conflict. Once a possible or actual conflict of interest is identified within the board, the board member is not allowed to vote on or provide influence over that issue. Those conflicts are recorded in the minutes. For projects, we do our best to ensure that no conflicts of interest-actual or possible-arise from those that participate in special project and fund special projects. If a known conflict exists, the person or entity does not participate. If, however, a conflict arises, that person must acknowledge the conflict of possible conflict and would be asked to either stop participating or would be asked to not participate in decision making.

Form 990, Part VI, Section C, Line 19

Available upon request in our office.

Filing and Contact Details

Filer

Filer Name
Associated Oregon Industries Research
EIN
06-1709222
Phone
5035880050
Address
1149 COURT ST NE, SALEM, OR 97301

Signing Officer

Name
Jay Clemens
Title
President
Phone
5035880050
Signed
2017-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Clemens
Formed
2006
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
4
Employees
0
Volunteers
40

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
680 HAWTHORNE AVE SE 140, SALEM, OR 97301
Preparer
Elsa a Romero
Phone
5035857774
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract services: program service expenses 7,440. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,440. North highland merger review: program service expenses 0. Management and general expenses 72,557. Fundraising expenses 0. Total expenses 72,557. Public survey research and transportation education: program service expenses 57,358. Management and general expenses 0. Fundraising expenses 0. Total expenses 57,358. Climate policy report (fti consulting, inc): program service expenses 70,100. Management and general expenses 0. Fundraising expenses 0. Total expenses 70,100. Economic research of the manufacturing sector: program service expenses 6,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,500. Clean power plan expense: program service expenses 3,915. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,915.

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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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0248743
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAY M CLEMENS
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0315403
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES, ASSOCIATED OREGON INDUSTRIES, INC A RELATED ORGANIZATION DOES HAVE PAID EMPLOYEES AND A FORMAL COMPENSATION POLICY AS FOLLOWS: THE COMPENSATION AND PERFORMANCE COMMITTEE SHALL CONSIST OF THE CHAIR, FIRST VICE CHAIR AND IMMEDIATE PAST CHAIR. THE COMPENSATION AND PERFORMANCE COMMITTEE SHALL BE RESPONSIBLE FOR DELIVERING ANNUALLY A WRITTEN PERFORMANCE REVIEW OF THE PRESIDENT OF THE ASSOCIATION AND SETTING THE COMPENSATION OF THE PRESIDENT. THE PRESIDENT/CEO WILL REVIEW OTHER STAFF MEMBERS COMPENSATION ANNUALLY.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 3:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 DRAFT WILL BE SENT TO THE BOARD TO APPROVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WE MONITOR AND MANAGE CONFLICTS OF INTEREST AMONGST OUR BOARD AND PROJECT CONTRIBUTORS. FOR THE BOARD, WE ENSURE THAT EACH PROJECT AND PROJECT OUTCOME WILL NOT BENEFIT ANY BOARD MEMBER. IF A BOARD MEMBER IDENTIFIES A POSSIBLE CONFLICT OF INTEREST, THE BOARD MEMBER WILL MAKE NOTE OF (AND IF NECESSARY DESCRIBE) THE POSSIBLE CONFLICT. ONCE A POSSIBLE OR ACTUAL CONFLICT OF INTEREST IS IDENTIFIED WITHIN THE BOARD, THE BOARD MEMBER IS NOT ALLOWED TO VOTE ON OR PROVIDE INFLUENCE OVER THAT ISSUE. THOSE CONFLICTS ARE RECORDED IN THE MINUTES. FOR PROJECTS, WE DO OUR BEST TO ENSURE THAT NO CONFLICTS OF INTEREST-ACTUAL OR POSSIBLE-ARISE FROM THOSE THAT PARTICIPATE IN SPECIAL PROJECT AND FUND SPECIAL PROJECTS. IF A KNOWN CONFLICT EXISTS, THE PERSON OR ENTITY DOES NOT PARTICIPATE. IF, HOWEVER, A CONFLICT ARISES, THAT PERSON MUST ACKNOWLEDGE THE CONFLICT OF POSSIBLE CONFLICT AND WOULD BE ASKED TO EITHER STOP PARTICIPATING OR WOULD BE ASKED TO NOT PARTICIPATE IN DECISION MAKING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST IN OUR OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 7,440. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,440. NORTH HIGHLAND MERGER REVIEW: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 72,557. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,557. PUBLIC SURVEY RESEARCH AND TRANSPORTATION EDUCATION: PROGRAM SERVICE EXPENSES 57,358. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,358. CLIMATE POLICY REPORT (FTI CONSULTING, INC): PROGRAM SERVICE EXPENSES 70,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,100. ECONOMIC RESEARCH OF THE MANUFACTURING SECTOR: PROGRAM SERVICE EXPENSES 6,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,500. CLEAN POWER PLAN EXPENSE: PROGRAM SERVICE EXPENSES 3,915. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,915.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930470826
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROMOTE PROSPERITY FOR OREGONIANS BY ADVANCING OREGON BUSINESS.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01149 COURT STREET NE
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IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
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IRS990/SignificantChangeInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt04
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IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY CLEMENS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05035880050
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOCIATED OREGON INDUSTRIES RESEARCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0061709222
ReturnHeader/Filer/PhoneNum05035880050
ReturnHeader/Filer/USAddress/AddressLine1Txt01149 COURT ST NE
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.30.50.66
ReturnHeader/FilingSecurityInformation/IPDt02017-09-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:27:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930623286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALDRICH CPAS AND ADVISORS LLP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.20$0.85$1.88$4.05$2.16
2023Detailed filing. Detailed filing data is available for this year.$3.13$0.11$3.02$2.12$1.81$0.32
2022Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$3.66$2.63$1.03
2021Detailed filing. Detailed filing data is available for this year.$2.58$0.91$1.67$1.93$2.04$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.17$1.78$3.57$3.04$0.52
2019Detailed filing. Detailed filing data is available for this year.$1.44$0.17$1.26$1.98$1.55$0.44
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.03$0.82$0.77$0.19$0.58
2017Summary only. Only limited summary data is available for this year.$1.47$1.23$1.48$3.63$2.15
2016Detailed filing. Detailed filing data is available for this year.$2.50$0.10$2.40$3.19$2.48$0.71
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.02$1.69$0.76$0.70$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.40$1.63$1.59$0.95$0.65
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.73$0.76$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$1.05$1.65$0.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.00$1.63$1.44$1.32$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.48$1.51$0.59$1.04$0.45