Civic Intelligence

Technology Association of Oregon

990 • Fiscal year 2014 • EIN 20-0072527

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

123 NE 3rd Avenue Suite 210Portland, OR 97232

(503) 228-5440

Siviq Scores

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

Liabilities / Assets

78th percentile

0.14x

Higher debt load relative to assets than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

0.09x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

20th percentile

-20%

Faster asset growth than 20% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

57th percentile

6.5%

Faster revenue growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$155,431

Down $39,463 (-20%) from 2013

Net Assets

Down

$134,431

Down $60,463 (-31%) from 2013

Liabilities

Up

$21,000

Up $21,000 from 2013

Revenue

Up

$229,502

Up $14,098 (+6.5%) from 2013

Expenses

Up

$289,965

Up $77,563 (+37%) from 2013

Net Income

Down

-$60,463

Down $63,465 (-2114%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$100K$0-$100KAssets 2010: $77,843Liabilities 2010: $4,193Net Assets 2010: $73,6502010Assets 2011: $35,505Liabilities 2011: $02011Assets 2012: $191,892Liabilities 2012: $0Net Assets 2012: $191,8922012Assets 2013: $194,894Liabilities 2013: $0Net Assets 2013: $194,8942013Assets 2014: $155,431Liabilities 2014: $21,000Net Assets 2014: $134,4312014Assets 2015: $93,299Liabilities 2015: $21,000Net Assets 2015: $72,2992015Assets 2016: $43,038Liabilities 2016: $21,000Net Assets 2016: $22,0382016Assets 2017: $49,115Liabilities 2017: $21,0002017Assets 2018: $142,499Liabilities 2018: $17,398Net Assets 2018: $125,1012018Assets 2019: $15,607Liabilities 2019: $22,046Net Assets 2019: -$6,4392019Assets 2020: $7,433Liabilities 2020: $21,569Net Assets 2020: -$14,1362020Assets 2021: $6,509Liabilities 2021: $22,059Net Assets 2021: -$15,5502021Assets 2022: $1,708Liabilities 2022: $21,500Net Assets 2022: -$19,7922022Assets 2023: $86,490Liabilities 2023: $21,500Net Assets 2023: $64,9902023Assets 2024: $25,825Liabilities 2024: $0Net Assets 2024: $25,8252024

Highlighted filing

2014

Assets$155,431
Liabilities$21,000
Net Assets$134,431

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $165,198Expenses 2010: $203,125Net Income 2010: -$37,9272010Revenue 2011: $46,211Expenses 2011: $84,356Net Income 2011: -$38,1452011Expenses 2012: $102,6852012Revenue 2013: $215,404Expenses 2013: $212,402Net Income 2013: $3,0022013Revenue 2014: $229,502Expenses 2014: $289,965Net Income 2014: -$60,4632014Revenue 2015: $410,069Expenses 2015: $472,201Net Income 2015: -$62,1322015Revenue 2016: $35,159Expenses 2016: $85,420Net Income 2016: -$50,2612016Revenue 2017: $49,005Expenses 2017: $42,928Net Income 2017: $6,0772017Revenue 2018: $236,259Expenses 2018: $139,273Net Income 2018: $96,9862018Revenue 2019: $94,073Expenses 2019: $225,613Net Income 2019: -$131,5402019Revenue 2020: $3,491Expenses 2020: $11,188Net Income 2020: -$7,6972020Revenue 2021: $26,994Expenses 2021: $28,408Net Income 2021: -$1,4142021Revenue 2022: $0Expenses 2022: $4,243Net Income 2022: -$4,2432022Revenue 2023: $168,326Expenses 2023: $83,544Net Income 2023: $84,7822023Revenue 2024: $35,350Expenses 2024: $74,515Net Income 2024: -$39,1652024

Highlighted filing

2014

Revenue$229,502
Expenses$289,965
Net Income-$60,463
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$229,502
Mission and Program Overview

Mission

To ignite and amplify a culture of creative problem solving and empower the next generation of innovators to meet some of the biggest challenges facing our state.

To promote wider access to technology education for k-12 students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$188,937$139,161▼ $49,776
Land, Buildings, and Equipment, Net$5,957$16,270▲ $10,313
Total Assets$194,894$155,431▼ $39,463
Liabilities
Other Liabilities-$21,000-
Total Liabilities$0$21,000▲ $21,000
Net Assets / Fund Balance
Temporarily Rstr Net Assets$121,599$140,263▲ $18,664
Unrestricted Net Assets$73,295$-5,832▼ $79,127
Total Net Assets Fund Balance$194,894$134,431▼ $60,463
Total Liabilities and Net Assets / Fund Balance$194,894$155,431▼ $39,463

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,270$70,570$86,840
Compensation and Service Providers

Employees

NameTitleOtherTotal
Warren NewberryBoard Member$141,426$141,426

Board Members and Trustees

NameTitle
David ChildersPresident
D'WAYNE EDWARDSBoard Member
James FisterBoard Member
Keith BrownBoard Member
Susy DunnBoard Member
Tamsen GallowayBoard Member
Dwayne JohnsonExecutive Di
Thompson MorrisonPast Preside
David UslanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$224,660
Program Service Revenue
$4,842
Investment Income
$0
Other Revenue
$0
All Other Contributions
$174,110
Change in Net Assets
$-60,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$235,289
Salaries, Compensation, and Employee Benefits$54,676
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$98,650$9,600-$108,250
Other Salaries and Wages$40,197$10,296-$50,493
Office Expenses$42,435$662-$43,097
Travel$21,790$15-$21,805
Advertising$9,543--$9,543
Fees for Services Accounting-$6,182-$6,182
Occupancy$6,155--$6,155
Payroll Taxes$3,330$853-$4,183
Depreciation Depletion-$3,291-$3,291
Other Expenses$917$120-$1,037
Information Technology$727--$727
Insurance$300--$300
Total Functional Expenses$256,783$33,182$0$289,965
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Tao$21,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The 990 is reviewed by the director in charge of financial activities and one other director who is familiar with the operations of the organization.

Form 990, Page 6, Part VI, Line 19

Documentation is made available upon request.

Filing and Contact Details

Filer

Filer Name
Tao Foundation
EIN
20-0072527
Phone
5032285440
Address
123 NE 3RD AVENUE SUITE 210, PORTLAND, OR 97232

Signing Officer

Name
David Uslan
Title
Treasurer
Phone
5032285440
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wayne Skipper
Formed
2003
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
8
Employees
4
Volunteers
100

Preparer

Firm
Acumen Financial Services Group Pc
Address
2 CENTERPOINTE DR STE 345, LAKE OSWEGO, OR 97035
Preparer
Kendra Steph
Phone
5036829600
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Through various other support programs

Form 990, Part IX, Line 11G

Contracted services 98,650 9,600 0

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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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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DETERMINATION WAS MADE PER REVIEW OF TECHNOLOGY ASSOCIATION OF OREGON'S IRS DETERMINATION LETTER. TECHNOLOGY ASSOCIATION OF OREGON CONFIRMED THEY SATISFIED THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2) THROUGH REVIEW OF A PREPARED TYPE 1 ANALYSIS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1MULTIPLE BOARD MEMBERS OF THE ORGANIZATION ALSO SERVE ON THE BOARD OF THE SUPPORTED ORGANIZATION. COMPLIANCE IS ENSURED THROUGH TIMELY REVIEW OF THE FINANCIALS AND PROGRAM ACTIVITY BY THE BOARD.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, LINE 3B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, LINE 3C
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0931003193
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TECHNOLOGY ASSOCIATION OF OREGON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0TECHNOLOGY ASSOCIATION OF OREGON
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt016270
IRS990ScheduleD/EquipmentGrp/DepreciationAmt070570
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt086840
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE TO TAO
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016270
IRS990ScheduleD/TotalLiabilityAmt021000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THROUGH VARIOUS OTHER SUPPORT PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE DIRECTOR IN CHARGE OF FINANCIAL ACTIVITIES AND ONE OTHER DIRECTOR WHO IS FAMILIAR WITH THE OPERATIONS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTATION IS MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRACTED SERVICES 98,650 9,600 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TECHNOLOGY ASSOCIATION OF OREGON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0931003193
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TECHNOLOGY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0222 NW FIFTH AVENUE THRID FLOOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097209
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0121599
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0140263
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0194894
IRS990/TotalAssetsEOYAmt0155431
IRS990/TotalAssetsGrp/BOYAmt0194894
IRS990/TotalAssetsGrp/EOYAmt0155431
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0224660
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033182
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0256783
IRS990/TotalFunctionalExpensesGrp/TotalAmt0289965
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt021000
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt021000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0194894
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0134431
IRS990/TotalOtherProgSrvcExpenseAmt0187474
IRS990/TotalOtherProgSrvcRevenueAmt02200
IRS990/TotalProgramServiceExpensesAmt0256783
IRS990/TotalProgramServiceRevenueAmt04842
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04842
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0229502
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0194894
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0155431
IRS990/TotReportableCompRltdOrgAmt0141426
IRS990/TravelGrp/ManagementAndGeneralAmt015
IRS990/TravelGrp/ProgramServicesAmt021790
IRS990/TravelGrp/TotalAmt021805
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt073295
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-5832
IRS990/UponRequestInd0X

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.$0.26$0.00$0.26$0.35$0.75$0.39
2023Summary only. Only limited summary data is available for this year.$0.86$0.22$0.65$1.68$0.84$0.85
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.22$0.20$0.00$0.04$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.22$0.16$0.27$0.28$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.22$0.14$0.03$0.11$0.08
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.22$0.06$0.94$2.26$1.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.17$1.25$2.36$1.39$0.97
2017Summary only. Only limited summary data is available for this year.$0.49$0.21$0.49$0.43$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.21$0.22$0.35$0.85$0.50
2015Summary only. Only limited summary data is available for this year.$0.93$0.21$0.72$4.10$4.72$0.62
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.21$1.34$2.30$2.90$0.60
2013Summary only. Only limited summary data is available for this year.$1.95$0.00$1.95$2.15$2.12$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.00$1.92$1.03
2011Summary only. Only limited summary data is available for this year.$0.36$0.00$0.46$0.84$0.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.04$0.74$1.65$2.03$0.38