Civic Intelligence

Westside Transportation Alliance

990 • Fiscal year 2018 • EIN 91-1751981

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

12725 SW Millikan WayBeaverton, OR 97005

(503) 906-7941

Siviq Scores

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

Liabilities / Assets

87th percentile

0.33x

Higher debt load relative to assets than 87% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

87th percentile

0.23x

Higher debt load relative to revenue than 87% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

32nd percentile

-4.0%

Higher net margin than 32% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

90th percentile

$64,800

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 31.9% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

16th percentile

-21%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

73rd percentile

13%

Faster revenue growth than 73% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Flat

$143,142

Flat from 2018

Net Assets

Flat

$96,564

Flat from 2018

Liabilities

Flat

$46,578

Flat from 2018

Revenue

Flat

$203,087

Flat from 2018

Expenses

Flat

$211,233

Flat from 2018

Net Income

Flat

-$8,146

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $35,451Liabilities 2011: $23,0422011Assets 2012: $41,929Liabilities 2012: $18,788Net Assets 2012: $23,1412012Assets 2013: $125,434Liabilities 2013: $52,363Net Assets 2013: $73,0712013Assets 2014: $108,281Liabilities 2014: $39,7102014Assets 2015: $184,804Liabilities 2015: $73,723Net Assets 2015: $111,0812015Assets 2016: $143,368Liabilities 2016: $38,524Net Assets 2016: $104,8442016Assets 2017: $181,805Liabilities 2017: $77,095Net Assets 2017: $104,7102017Assets 2018: $143,142Liabilities 2018: $46,578Net Assets 2018: $96,5642018Assets 2018: $143,142Liabilities 2018: $46,578Net Assets 2018: $96,5642018Assets 2019: $134,368Liabilities 2019: $27,766Net Assets 2019: $106,6022019Assets 2020: $154,604Liabilities 2020: $63,101Net Assets 2020: $91,5032020Assets 2021: $127,156Liabilities 2021: $39,772Net Assets 2021: $87,3842021Assets 2022: $125,703Liabilities 2022: $24,723Net Assets 2022: $100,9802022Assets 2023: $137,431Liabilities 2023: $6,829Net Assets 2023: $130,6022023

Highlighted filing

2018

Assets$143,142
Liabilities$46,578
Net Assets$96,564

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $127,265Expenses 2011: $138,575Net Income 2011: -$11,3102011Revenue 2012: $108,737Expenses 2012: $98,005Net Income 2012: $10,7322012Revenue 2013: $191,319Expenses 2013: $141,389Net Income 2013: $49,9302013Revenue 2014: $155,627Expenses 2014: $160,127Net Income 2014: -$4,5002014Revenue 2015: $218,694Expenses 2015: $176,184Net Income 2015: $42,5102015Revenue 2016: $160,129Expenses 2016: $166,366Net Income 2016: -$6,2372016Revenue 2017: $179,210Expenses 2017: $179,344Net Income 2017: -$1342017Revenue 2018: $203,087Expenses 2018: $211,233Net Income 2018: -$8,1462018Revenue 2018: $203,087Expenses 2018: $211,233Net Income 2018: -$8,1462018Revenue 2019: $199,633Expenses 2019: $189,595Net Income 2019: $10,0382019Revenue 2020: $182,355Expenses 2020: $197,454Net Income 2020: -$15,0992020Revenue 2021: $199,304Expenses 2021: $203,423Net Income 2021: -$4,1192021Revenue 2022: $246,304Expenses 2022: $232,708Net Income 2022: $13,5962022Revenue 2023: $252,758Expenses 2023: $242,958Net Income 2023: $9,8002023

Highlighted filing

2018

Revenue$203,087
Expenses$211,233
Net Income-$8,146
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$203,087
Mission and Program Overview

Mission

Employer traffic reduction efforts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$104,710$96,564▼ $8,146
Pledges and Grants Receivable$34,884$67,919▲ $33,035
Savings and Temporary Cash Investments$58,275$48,322▼ $9,953
Land, Buildings, and Equipment, Net$16,024$9,130▼ $6,894
Cash and Non-Interest-Bearing Accounts$71,622$8,438▼ $63,184
Accounts Receivable-$8,333-
Prepaid Expenses and Deferred Charges$1,000$1,000→ $0
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$181,805$143,142▼ $38,663
Other Assets Total-$0-
Liabilities
Deferred Revenue$69,783$42,066▼ $27,717
Other Liabilities$6,655$4,512▼ $2,143
Accounts Payable and Accrued Expenses$657--
Total Liabilities$77,095$46,578▼ $30,517
Net Assets / Fund Balance
Total Net Assets Fund Balance$104,710$96,564▼ $8,146
Total Liabilities and Net Assets / Fund Balance$181,805$143,142▼ $38,663

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,427$23,019$30,446
Equipment$1,703$3,772$5,475
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jeff PazdalskiExecutive DirectorFT$64,800$64,800

Board Members and Trustees

NameTitle
Brad ChoiChairman
Andrew SingelakisVice Chair/Director
Adam HaslamDirector
Chris CarcichDirector
Danielle GregoireDirector
Jodi JacobsonDirector
Todd JuhaszDirector
Will CortezDir/Secretary
Nicole PaulsenDirec/Treasurer
Tom MillsTreasurer/Direc
Revenue and Support

Revenue Composition

Contributions and Grants
$126,164
Program Service Revenue
$72,194
Investment Income
$47
Other Revenue
$4,682
All Other Contributions
$1,750
Change in Net Assets
$-8,146
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$176,738
Other Expenses$34,495
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$82,073
Current Officers, Directors, Trustees, and Key Employees---$64,800
Payroll Taxes---$14,785
Pension Plan Contributions---$12,946
Occupancy---$10,140
Depreciation Depletion---$6,894
Fees for Services Accounting---$5,328
Other Employee Benefits---$2,134
Insurance---$2,103
Office Expenses---$756
All Other Expenses---$711
Other Expenses---$429
Conferences and Meetings---$365
Travel---$353
Advertising---$114
Total Functional Expenses$0$0$0$211,233
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$3,655
SEP Contribution Payable$857
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Members are local companies that are working together through this organization to help reduce traffic while finding alternative ways for their employees to get to work.

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

No committees have authority to act on behalf of the governing body.

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The board reviews comparability data to determine the compensation paid to the Executive Director.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Annual organizational information on past and future accomplishments and board members are posted on the organization's website.

Filing and Contact Details

Filer

Filer Name
Westside Transportation Alliance
EIN
91-1751981
Phone
5039067941
Address
12725 SW Millikan Way, Beaverton, OR 97005

Signing Officer

Name
Jeff Pazdalski
Title
Executive Director
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Or
Voting Board Members
8
Independent Board Members
0
Employees
4

Preparer

Firm
Petersons Tax & Bookkeeping Service
Address
4800 SW Griffith Drive Ste 225, Beaverton, OR 97005-8733
Preparer
Jeffrey Peterson EA 61568
Phone
5036260688
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Research and implementation of alternative transportation options for employers and commuters in Washington County.

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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/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt014785
IRS990/PensionPlanContributionsGrp/TotalAmt012946
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt034884
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt067919
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01000
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt072194
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt072194
IRS990/ProgSrvcAccomActy2Grp/Desc0Held information sessions on the regional travel option services; changing behaviors; how to promote alternative modes of transportation.
IRS990/ProgSrvcAccomActy3Grp/Desc0Helped employers comply with Oregon Department of Environmental Quality ECO rules by surveying employees on commute choice and completing reports.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-8146
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0104710
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt096564
IRS990/SavingsAndTempCashInvstGrp/BOYAmt058275
IRS990/SavingsAndTempCashInvstGrp/EOYAmt048322
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01703
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03772
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05475
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07427
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt023019
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt030446
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03655
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1857
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll Taxes Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SEP Contribution Payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09130
IRS990ScheduleD/TotalLiabilityAmt04512
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Research and implementation of alternative transportation options for employers and commuters in Washington County.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members are local companies that are working together through this organization to help reduce traffic while finding alternative ways for their employees to get to work.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No committees have authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The board reviews comparability data to determine the compensation paid to the Executive Director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Annual organizational information on past and future accomplishments and board members are posted on the organization's website.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0181805
IRS990/TotalAssetsEOYAmt0143142
IRS990/TotalAssetsGrp/BOYAmt0181805
IRS990/TotalAssetsGrp/EOYAmt0143142
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0126164
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0211233
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt077095
IRS990/TotalLiabilitiesEOYAmt046578
IRS990/TotalLiabilitiesGrp/BOYAmt077095
IRS990/TotalLiabilitiesGrp/EOYAmt046578
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0104710
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt096564
IRS990/TotalProgramServiceRevenueAmt072194
IRS990/TotalReportableCompFromOrgAmt064800
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt076923
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0203087
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0181805
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0143142
IRS990/TravelGrp/TotalAmt0353
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012725 SW Millikan Way 300
IRS990/USAddress/CityNm0Beaverton
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097005
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WTA-TMA.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeff Pazdalski
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Westside Transportation Alliance
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0911751981
ReturnHeader/Filer/PhoneNum05039067941
ReturnHeader/Filer/USAddress/AddressLine1Txt012725 SW Millikan Way
ReturnHeader/Filer/USAddress/CityNm0Beaverton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097005
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010556123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Petersons Tax & Bookkeeping Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04800 SW Griffith Drive Ste 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beaverton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970058733
ReturnHeader/PreparerPersonGrp/PhoneNum05036260688
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey Peterson EA 61568
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-13T16:28:43-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.37$0.07$1.31$2.53$2.43$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.25$1.01$2.46$2.33$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.40$0.87$1.99$2.03$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.55$0.63$0.92$1.82$1.97$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.28$1.07$2.00$1.90$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.47$0.97$2.03$2.11$0.08
2018Summary only. Only limited summary data is available for this year.$1.43$0.47$0.97$2.03$2.11$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.77$1.05$1.79$1.79$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.39$1.05$1.60$1.66$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.74$1.11$2.19$1.76$0.43
2014Summary only. Only limited summary data is available for this year.$1.08$0.40$1.56$1.60$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.52$0.73$1.91$1.41$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.19$0.23$1.09$0.98$0.11
2011Summary only. Only limited summary data is available for this year.$0.35$0.23$1.27$1.39$0.11