Civic Intelligence

Oregon Trio Association

EIN 27-2616442 • 501(c)3 • Astoria, OR

View Organization Page

Profile

Oregon TRIO Association (OTA) was founded in 2000 to increase the number of low-income, first-generation, underrepresented, and disabled student populations in higher education. OTA advocates for its TRIO programs and students at the Congressional level provides professional development opportunities for members and students in Oregon, connects community resources to students, and offers grant writing support to ensure the sustainability of its programs by the US Department of Education.

1651 Lexington AvenueAstoria, OR 97103

oregontrio.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

5th percentile

-363%

Higher net margin than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

16th percentile

-58%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-87%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$457,514

Up $155,353 (+51%) from 2023

Liabilities

Down

-$46

Down $1,323 (-104%) from 2023

Net Assets

Up

$457,560

Up $156,676 (+52%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin5th percentile

Revenue

Up

$941,797

Up $372,424 (+65%) from 2023

Expenses

Up

$785,121

Up $147,206 (+23%) from 2023

Net Income

Up

$156,676

Up $225,218 (+329%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$1.0M$500K$0-$500KAssets 2021: $873,087Liabilities 2021: $0Net Assets 2021: $873,0872021Assets 2022: $369,426Liabilities 2022: $0Net Assets 2022: $369,4262022Assets 2023: $302,161Liabilities 2023: $1,277Net Assets 2023: $300,8842023Assets 2024: $457,514Liabilities 2024: -$46Net Assets 2024: $457,5602024

Highlighted filing

2024

Assets$457,514
Liabilities-$46
Net Assets$457,560
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2021: $1,061,010Expenses 2021: $230,435Net Income 2021: $830,5752021Revenue 2022: $138,920Expenses 2022: $643,184Net Income 2022: -$504,2642022Revenue 2023: $569,373Expenses 2023: $637,915Net Income 2023: -$68,5422023Revenue 2024: $941,797Expenses 2024: $785,121Net Income 2024: $156,6762024

Highlighted filing

2024

Revenue$941,797
Expenses$785,121
Net Income$156,676
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$457,514
Liabilities
-$46
Net assets
$457,560
Revenue
$941,797
Expenses
$785,121
Net income
$156,676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.94$0.79$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.57$0.64$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.14$0.64$0.50
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$1.06$0.23$0.83
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 5, 2025
Return Version
2024v5.0
Gross Receipts
$941,797
Mission and Program Overview

Mission

Oregon TRIO Association (OTA) was founded in 2000 to increase the number of low-income, first-generation, underrepresented, and disabled student populations in higher education. OTA advocates for its TRIO programs and students at the Congressional level provides professional development opportunities for members and students in Oregon, connects community resources to students, and offers grant writing support to ensure the sustainability of its programs by the US Department of Education.

Growing and supporting Oregon TRIO programs, staff, and students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$284,682$413,214▲ $128,532
Cash and Non-Interest-Bearing Accounts$17,479$26,172▲ $8,693
Prepaid Expenses and Deferred Charges$0$18,128▲ $18,128
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$302,161$457,514▲ $155,353
Other Assets Total$0$0→ $0
Liabilities
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Accounts Payable and Accrued Expenses$1,277$-46▼ $1,323
Total Liabilities$1,277$-46▼ $1,323
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$300,884$277,507▼ $23,377
Net Assets With Donor Restrictions$0$180,053▲ $180,053
Total Net Assets Fund Balance$300,884$457,560▲ $156,676
Total Liabilities and Net Assets / Fund Balance$302,161$457,514▲ $155,353
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Matthew BisekExecutive DirectorFT$118,586$118,586

Board Members and Trustees

NameTitle
Christine RiehlPast-president
Naomi MccrearyPresident
Alejandra Lopez-nestorAlumni Rep
Sarah BeattyCommunications Rep
Claudia MendezDistrict 1 Rep
Charlotte WaiteDistrict 2 Rep
Erik RuchDistrict 3 Rep
Amy Davila-klautzschDistrict 4 Rep
Cassie CopelandDistrict 5 Rep
Christopher SolarioDistrict 6 Rep
Ashley EchangTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$833,109
Program Service Revenue
$97,116
Investment Income
$11,572
Other Revenue
$0
All Other Contributions
$182,243
Change in Net Assets
$156,676
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$420,600
Salaries, Compensation, and Employee Benefits$233,953
Grants and Similar Amounts Paid$130,568
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$130,568--$130,568
Current Officers, Directors, Trustees, and Key Employees$71,152$47,434$0$118,586
Travel$43,279$28,053$0$71,332
Conferences and Meetings$49,979$18,331$0$68,310
Other Salaries and Wages$40,813$27,208$0$68,021
Fees for Services Other$25,668$38,197$0$63,865
Other Expenses$35,937$11,888$0$47,825
Other Employee Benefits$17,705$11,803$0$29,508
Payroll Taxes$10,703$7,135$0$17,838
Insurance$7,164$4,776$0$11,940
Information Technology$1,905$7,621$0$9,526
Office Expenses$5,544$2,021$0$7,565
Occupancy$3,902$2,601$0$6,503
Fees for Services Lobbying$2,400$2,400$0$4,800
Advertising$2,378$1,585$0$3,963
Fees for Services Legal$196$782$0$978
Fees for Services Accounting$150$601$0$751
Total Functional Expenses$541,852$243,269$0$785,121
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
No
Other officer compensation reviewed
No
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

“Membership within the Association shall be granted to personnel of any TRIO or similar program and to other persons upon payment of the membership fee. Each active TRIO member and each active non-TRIO member in good standing shall be entitled to one vote.”

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

“The membership participates in annual voting to elect the Board of Directors for the Oregon TRIO Association.”

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

“Amendments to by orgnaizations by-laws require a majority approval vote by the general membership. The Board of Directors cannot make any changes without full membership approval.”

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

“The form 990 is voted upon by the board of directors before submission and made publicly available on our website for members to view with notification of its posting.”

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

“Annual coverage of the conflict of interest policy at board meetings with a new signature required each year at the first meeting of the calendar year.”

Form 990, Part VI, Section C, Line 19

“The organization posts these policies and documents on our website and to our Guidestar profile (3rd party) for non-profit transparency.”

Filing and Contact Details

Filer

Filer Name
Oregon Trio Association
EIN
27-2616442
Phone
9719889506
Address
1651 LEXINGTON AVENUE, ASTORIA, OR 97103

Signing Officer

Name
Matthew Bisek
Title
Executive Director
Phone
9719889506
Signed
2025-03-05

Organization Details

Principal Officer
Matt Bisek
Formed
2010
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
26
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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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IRS990/MissionDesc0Oregon TRIO Association (OTA) was founded in 2000 to increase the number of low-income, first-generation, underrepresented, and disabled student populations in higher education. OTA advocates for its TRIO programs and students at the Congressional level provides professional development opportunities for members and students in Oregon, connects community resources to students, and offers grant writing support to ensure the sustainability of its programs by the US Department of Education.
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