Civic Intelligence

Oregon Financial Services

EIN 93-0241598 • 501(c)6 • New Braunfels, TX

Profile

Provide state regulatory advocacy and state legislative advocacy.

PO Box 310269New Braunfels, TX 78131

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

50th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

38th percentile

-7.7%

Faster asset growth than 38% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-25%

Faster revenue growth than 19% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$69,325

Down $3,580 (-4.9%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$69,325

Down $3,580 (-4.9%) from 2024

Revenue

Down

$57,370

Down $6,004 (-9.5%) from 2024

Expenses

Down

$60,950

Down $4,835 (-7.3%) from 2024

Net Income

Down

-$3,580

Down $1,169 (-48%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $99,834Liabilities 2011: $02011Assets 2012: $101,771Liabilities 2012: $02012Assets 2013: $93,595Liabilities 2013: $02013Assets 2014: $89,936Liabilities 2014: $02014Assets 2015: $87,069Liabilities 2015: $02015Assets 2016: $78,441Liabilities 2016: $02016Assets 2017: $79,946Liabilities 2017: $02017Assets 2018: $59,574Liabilities 2018: $02018Assets 2019: $56,464Liabilities 2019: $02019Assets 2020: $58,588Liabilities 2020: $02020Assets 2021: $59,181Net Assets 2021: $59,1812021Assets 2022: $81,614Net Assets 2022: $81,6142022Assets 2023: $75,316Net Assets 2023: $75,3162023Assets 2024: $72,905Net Assets 2024: $72,9052024Assets 2025: $69,325Net Assets 2025: $69,3252025

Highlighted filing

2025

Assets$69,325
Liabilities-
Net Assets$69,325

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $62,342Expenses 2011: $52,077Net Income 2011: $10,2652011Revenue 2012: $57,026Expenses 2012: $55,089Net Income 2012: $1,9372012Revenue 2013: $46,313Expenses 2013: $54,489Net Income 2013: -$8,1762013Revenue 2014: $56,445Expenses 2014: $60,104Net Income 2014: -$3,6592014Revenue 2015: $53,326Expenses 2015: $56,193Net Income 2015: -$2,8672015Revenue 2016: $47,580Expenses 2016: $56,208Net Income 2016: -$8,6282016Revenue 2017: $52,540Expenses 2017: $51,035Net Income 2017: $1,5052017Revenue 2018: $35,003Expenses 2018: $55,375Net Income 2018: -$20,3722018Revenue 2019: $58,103Expenses 2019: $56,040Net Income 2019: $2,0632019Revenue 2020: $56,932Expenses 2020: $54,807Net Income 2020: $2,1252020Revenue 2021: $55,300Expenses 2021: $54,707Net Income 2021: $5932021Revenue 2022: $72,764Expenses 2022: $50,331Net Income 2022: $22,4332022Revenue 2023: $54,506Expenses 2023: $60,804Net Income 2023: -$6,2982023Revenue 2024: $63,374Expenses 2024: $65,785Net Income 2024: -$2,4112024Revenue 2025: $57,370Expenses 2025: $60,950Net Income 2025: -$3,5802025

Highlighted filing

2025

Revenue$57,370
Expenses$60,950
Net Income-$3,580

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.57$0.61$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.63$0.66$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.55$0.61$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.73$0.50$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.55$0.55$0.01
2020Summary only. Only limited summary data is available for this year.$0.59$0.00$0.57$0.55$0.02
2019Summary only. Only limited summary data is available for this year.$0.56$0.00$0.58$0.56$0.02
2018Summary only. Only limited summary data is available for this year.$0.60$0.00$0.35$0.55$0.20
2017Summary only. Only limited summary data is available for this year.$0.80$0.00$0.53$0.51$0.02
2016Summary only. Only limited summary data is available for this year.$0.78$0.00$0.48$0.56$0.09
2015Summary only. Only limited summary data is available for this year.$0.87$0.00$0.53$0.56$0.03
2014Summary only. Only limited summary data is available for this year.$0.90$0.00$0.56$0.60$0.04
2013Summary only. Only limited summary data is available for this year.$0.94$0.00$0.46$0.54$0.08
2012Summary only. Only limited summary data is available for this year.$1.02$0.00$0.57$0.55$0.02
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$0.62$0.52$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 8, 2026
Return Version
2025v4.0
Gross Receipts
$57,370
Mission and Program Overview

Mission

Provide state regulatory advocacy and state legislative advocacy.

Program Services

DescriptionGrantsExpenses
ADVANCE AND STUDY THE CONSUMER CREDIT PROBLEM AND SMALL LOAN PHASE OF THE FINANCING BUSINESS.--
PROVIDE FINANCIAL SERVICES EDUCATION AND OUTREACH--
PROMOTE MUTUAL INTERESTS OF MEMBERS ENGAGED IN PROVIDING FINANCIAL SERVICES.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE HOLZMANDirectorPT$0--
ASHLYN TEELDirectorPT$0--
ROGER LLOYDDirectorPT$0--
ELIZABETH HAMMONDDirectorPT$0--
AMANDA JABLONSKIExecutive DirectorPT$0--
LEE HOLZMANPresident-$0--
ASHLYN TEELVice President-$0--
ROGER LLOYDSecretary/Treas-$0--
Political and Lobbying Activity
In-house lobbying only
No

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$60,000
Total Nondeductible Lobbying and Political Cost$60,000
Filing and Contact Details

Filer

Filer Name
Oregon Financial Services
EIN
93-0241598
Phone
5124150502
Address
PO BOX 310269, NEW BRAUNFELS, TX 78131

Signing Officer

Name
Amanda Jablonski
Title
Executive Director
Signed
2026-03-08
Discuss with paid preparer
Yes

Preparer

Firm
B D Sewell CPA Pc
Address
6016 RICHARD CARLTON BLVD, AUSTIN, TX 78727
Preparer
Bobby D Sewell
Phone
5125541800
Supplemental Narrative

Additional Explanations

Other Expenses.1012

Insurance $256

Other Expenses.1

Dues, subscriptions, reference $395

Other Expenses.2

Business registration fees $100

Other Expenses.3

BANK FEES $99

Raw XML Appendix136 raw XML fields

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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW BRAUNFELS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
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IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt055439
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEE HOLZMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROGER LLOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY/TREAS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0850
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE STATE REGULATORY ADVOCACY AND STATE LEGISLATIVE ADVOCACY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVANCE AND STUDY THE CONSUMER CREDIT PROBLEM AND SMALL LOAN PHASE OF THE FINANCING BUSINESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE FINANCIAL SERVICES EDUCATION AND OUTREACH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROMOTE MUTUAL INTERESTS OF MEMBERS ENGAGED IN PROVIDING FINANCIAL SERVICES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0true
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt057370
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AggregateReportedDuesNtcAmt055439
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/CarriedOverAmt04561
IRS990ScheduleC/DuesAssessmentsAmt055439
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IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt060000
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt060000
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BUSINESS REGISTRATION FEES $100
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON FINANCIAL SERVICES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
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ReturnHeader/Filer/EIN0930241598
ReturnHeader/Filer/PhoneNum05124150502
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 310269
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461557896
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078727
ReturnHeader/PreparerPersonGrp/PhoneNum05125541800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bobby D Sewell
ReturnHeader/ReturnTs02026-03-08T12:59:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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No mirrored PDF or thumbnail assets are attached yet.